Hodges Capital Management Inc. Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$1.2B

Holdings

217

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (217 positions)

StockValue
EXPEAGLE MATLS INC
$41.0M
MTDRMATADOR RES CO
$40.0M
WIREEURENCORE WIRE CORP
$38.0M
CLFCLEVELAND-CLIFFS INC NEW
$37.0M
ONONON HLDG AG
$33.0M
UBERUBER TECHNOLOGIES INC
$28.0M
VSTOEURVISTA OUTDOOR INC
$25.0M
CNKCINEMARK HLDGS INC
$23.0M
TMHCTAYLOR MORRISON HOME CORP
$22.0M
EXECHESAPEAKE ENERGY CORP
$19.0M
CMCCOMMERCIAL METALS CO
$18.0M
ONON SEMICONDUCTOR CORP
$18.0M
MSFTMICROSOFT CORP
$17.0M
BLDRBUILDERS FIRSTSOURCE INC
$15.0M
FCXFREEPORT-MCMORAN INC
$15.0M
HTHHILLTOP HOLDINGS INC
$15.0M
SMSM ENERGY CO
$15.0M
VYXNCR CORP NEW
$14.0M
ETDETHAN ALLEN INTERIORS INC
$14.0M
GMGENERAL MTRS CO
$14.0M
NCLHNORWEGIAN CRUISE LINE HLDG L
$13.0M
AAPLAPPLE INC
$13.0M
NVDANVIDIA CORPORATION
$13.0M
CALYTOPGOLF CALLAWAY BRANDS CORP
$13.0M
SCHWSCHWAB CHARLES CORP
$13.0M
MUMICRON TECHNOLOGY INC
$12.0M
CFRCULLEN FROST BANKERS INC
$12.0M
XOMEXXON MOBIL CORP
$12.0M
TOSTTOAST INC
$12.0M
DIODDIODES INC
$12.0M
WYNNWYNN RESORTS LTD
$11.0M
ULCCFRONTIER GROUP HLDGS INC
$11.0M
SOYSUNOPTA INC
$11.0M
KEKIMBALL ELECTRONICS INC
$11.0M
SCVLSHOE CARNIVAL INC
$11.0M
INMDINMODE LTD
$10.0M
CMACOMERICA INC
$10.0M
SBDSSOLO BRANDS INC
$9.0M
BCBRUNSWICK CORP
$9.0M
GEGGEO GROUP INC NEW
$9.0M
GPKGRAPHIC PACKAGING HLDG CO
$8.0M
UPLDUPLAND SOFTWARE INC
$8.0M
RVLVREVOLVE GROUP INC
$8.0M
SFMSPROUTS FMRS MKT INC
$8.0M
PRPERMIAN RESOURCES CORP
$8.0M
BLCOBAUSCH PLUS LOMB CORP
$8.0M
OKEONEOK INC NEW
$8.0M
PBPROSPERITY BANCSHARES INC
$7.0M
DSGRDISTRIBUTION SOLUTIONS GRP I
$7.0M
RIGTRANSOCEAN LTD
$7.0M
GPIGROUP 1 AUTOMOTIVE INC
$7.0M
COHRCOHERENT CORP
$7.0M
S9QSPIRIT AEROSYSTEMS HLDGS INC
$7.0M
RHRH
$6.0M
TSLATESLA INC
$6.0M
BYDBOYD GAMING CORP
$6.0M
HDHOME DEPOT INC
$6.0M
VRAYQVIEWRAY INC
$6.0M
NVONOVO-NORDISK A S
$6.0M
AZEKAZEK CO INC
$6.0M
ABBVABBVIE INC
$6.0M
ASOACADEMY SPORTS & OUTDOORS IN
$6.0M
TFINTRIUMPH FINANCIAL INC
$6.0M
STAASTAAR SURGICAL CO
$6.0M
ALKALASKA AIR GROUP INC
$5.0M
KEXKIRBY CORP
$5.0M
JPMJPMORGAN CHASE & CO
$5.0M
PUMPPROPETRO HLDG CORP
$5.0M
GSHDGOOSEHEAD INS INC
$5.0M
RPCP10 INC
$5.0M
AXPAMERICAN EXPRESS CO
$5.0M
CHRDCHORD ENERGY CORPORATION
$4.0M
JNJJOHNSON & JOHNSON
$4.0M
QCOMQUALCOMM INC
$4.0M
TCBITEXAS CAP BANCSHARES INC
$4.0M
KLICKULICKE & SOFFA INDS INC
$4.0M
AMGNAMGEN INC
$4.0M
UPSUNITED PARCEL SERVICE INC
$4.0M
FDXFEDEX CORP
$4.0M
SIMOSILICON MOTION TECHNOLOGY CO
$4.0M
HOMBHOME BANCSHARES INC
$4.0M
AMZNAMAZON COM INC
$4.0M
0E41ENLINK MIDSTREAM LLC
$4.0M
MRKMERCK & CO INC
$4.0M
PEPPEPSICO INC
$4.0M
AVTAVNET INC
$4.0M
TXRHTEXAS ROADHOUSE INC
$4.0M
BACBANK AMERICA CORP
$3.0M
JBSSSANFILIPPO JOHN B & SON INC
$3.0M
GSGOLDMAN SACHS GROUP INC
$3.0M
COSTCOSTCO WHSL CORP NEW
$3.0M
ALGALAMO GROUP INC
$3.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$3.0M
AVNWAVIAT NETWORKS INC
$3.0M
THSTREEHOUSE FOODS INC
$3.0M
AGCOAGCO CORP
$3.0M
HPKHIGHPEAK ENERGY INC
$3.0M
AZZAZZ INC
$3.0M
DEDEERE & CO
$3.0M
ABNBAIRBNB INC
$3.0M
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