Hodges Capital Management Inc. Q1 2022 Filing
Filed May 12, 2022
Portfolio Value
$1.3T
Holdings
241
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (241 positions)
| Stock | Value |
|---|---|
TPLTEXAS PACIFIC LAND CORPORATI | $60.1B |
CLFCLEVELAND-CLIFFS INC NEW | $57.7B |
CMCCOMMERCIAL METALS CO | $45.5B |
MTDRMATADOR RES CO | $44.6B |
EXPEAGLE MATLS INC | $27.1B |
VSTOEURVISTA OUTDOOR INC | $24.3B |
NCLHNORWEGIAN CRUISE LINE HLDG L | $21.6B |
SMSM ENERGY CO | $21.0B |
FCXFREEPORT-MCMORAN INC | $20.7B |
CALYCALLAWAY GOLF CO | $19.9B |
MSFTMICROSOFT CORP | $19.4B |
UBERUBER TECHNOLOGIES INC | $18.5B |
WIREEURENCORE WIRE CORP | $17.6B |
GMGENERAL MTRS CO | $17.5B |
ULCCFRONTIER GROUP HLDGS INC | $17.0B |
BLDRBUILDERS FIRSTSOURCE INC | $16.8B |
VYXNCR CORP NEW | $16.6B |
ASOACADEMY SPORTS & OUTDOORS IN | $16.4B |
EXECHESAPEAKE ENERGY CORP | $16.0B |
SIMOSILICON MOTION TECHNOLOGY CO | $15.9B |
ONON SEMICONDUCTOR CORP | $15.3B |
ABNBAIRBNB INC | $14.8B |
MUMICRON TECHNOLOGY INC | $14.7B |
AAPLAPPLE INC | $14.2B |
CNKCINEMARK HLDGS INC | $14.1B |
ETDETHAN ALLEN INTERIORS INC | $14.0B |
BYDBOYD GAMING CORP | $13.8B |
ONONON HLDG AG | $13.1B |
TMHCTAYLOR MORRISON HOME CORP | $12.9B |
PCRXPACIRA BIOSCIENCES INC | $12.8B |
CYBRCYBERARK SOFTWARE LTD | $12.4B |
AIGAMERICAN INTL GROUP INC | $12.1B |
HTHHILLTOP HOLDINGS INC | $11.6B |
EWCZEUROPEAN WAX CTR INC | $11.4B |
USX1UNITED STATES STL CORP NEW | $10.4B |
WFCWELLS FARGO CO NEW | $10.4B |
TXRHTEXAS ROADHOUSE INC | $10.2B |
UPLDUPLAND SOFTWARE INC | $9.5B |
OKEONEOK INC NEW | $9.4B |
NVDANVIDIA CORPORATION | $9.4B |
PXDEURPIONEER NAT RES CO | $9.3B |
RVLVREVOLVE GROUP INC | $9.3B |
BCBRUNSWICK CORP | $9.2B |
XOMEXXON MOBIL CORP | $9.2B |
FDXFEDEX CORP | $9.1B |
BERYEURBERRY GLOBAL GROUP INC | $8.8B |
HANHAWAIIAN HOLDINGS INC | $8.8B |
LFG1USDARCHAEA ENERGY INC | $8.5B |
DSGRLAWSON PRODS INC | $8.3B |
KEKIMBALL ELECTRONICS INC | $8.3B |
AZEKAZEK CO INC | $8.3B |
SCVLSHOE CARNIVAL INC | $8.0B |
JNJJOHNSON & JOHNSON | $7.9B |
TSEMTOWER SEMICONDUCTOR LTD | $7.9B |
ABBVABBVIE INC | $7.8B |
WOLF*WOLFSPEED INC | $7.8B |
—LUBYS INC | $7.6B |
TWLOTWILIO INC | $7.6B |
PBPROSPERITY BANCSHARES INC | $7.6B |
BACBK OF AMERICA CORP | $7.5B |
MATXMATSON INC | $7.5B |
CBRLCRACKER BARREL OLD CTRY STOR | $7.5B |
RHRH | $7.0B |
DXYNDIXIE GROUP INC | $6.9B |
HDHOME DEPOT INC | $6.9B |
KLICKULICKE & SOFFA INDS INC | $6.8B |
ACHCACADIA HEALTHCARE COMPANY IN | $6.6B |
METAMETA PLATFORMS INC | $6.6B |
—GOLDEN NUGGET ONLINE GAMIN | $6.4B |
KEXKIRBY CORP | $6.3B |
AMZNAMAZON COM INC | $6.3B |
INMDINMODE LTD | $6.2B |
AWMSKYWORKS SOLUTIONS INC | $6.2B |
SFMSPROUTS FMRS MKT INC | $5.9B |
QCOMQUALCOMM INC | $5.8B |
BROSDUTCH BROS INC | $5.5B |
SMCIUSDSUPER MICRO COMPUTER INC | $5.4B |
THGHANOVER INS GROUP INC | $5.1B |
0E41ENLINK MIDSTREAM LLC | $5.0B |
JPMJPMORGAN CHASE & CO | $4.5B |
MDTMEDTRONIC PLC | $4.5B |
MRNAMODERNA INC | $4.4B |
UNPUNION PAC CORP | $4.2B |
LOWLOWES COS INC | $4.2B |
PEPPEPSICO INC | $4.1B |
LLYLILLY ELI & CO | $4.1B |
WMTWALMART INC | $4.0B |
AEOAMERICAN EAGLE OUTFITTERS IN | $3.9B |
CATCATERPILLAR INC | $3.9B |
WHRWHIRLPOOL CORP | $3.7B |
CRMTAMERICAS CAR-MART INC | $3.7B |
DLTHDULUTH HLDGS INC | $3.7B |
TXNTEXAS INSTRS INC | $3.6B |
WSMWILLIAMS SONOMA INC | $3.5B |
AXPAMERICAN EXPRESS CO | $3.4B |
TFINTRIUMPH BANCORP INC | $3.4B |
PFEPFIZER INC | $3.4B |
DYHTARGET CORP | $3.4B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.3B |
DEDEERE & CO | $2.9B |
Page 1 of 3Next