Hodges Capital Management Inc. Q1 2024 Filing

Filed April 16, 2024

Portfolio Value

$1.6T

Holdings

219

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (219 positions)

StockValue
DVNDEVON ENERGY CORP NEW
$925.0M
URIUNITED RENTALS INC
$853.0M
KOCOCA COLA CO
$835.0M
MMM3M CO
$824.0M
BDXBECTON DICKINSON & CO
$819.0M
TXNTEXAS INSTRS INC
$819.0M
SMCIUSDSUPER MICRO COMPUTER INC
$808.0M
IRMIRON MTN INC DEL
$783.0M
RIGTRANSOCEAN LTD
$781.0M
GEGGEO GROUP INC NEW
$776.0M
TAT&T INC
$761.0M
AVGOBROADCOM INC
$684.0M
CFRCULLEN FROST BANKERS INC
$651.0M
PXDEURPIONEER NAT RES CO
$626.0M
USACUSA COMPRESSION PARTNERS LP
$595.0M
MYEMYERS INDS INC
$562.0M
ORLYOREILLY AUTOMOTIVE INC
$548.0M
MAMASTERCARD INCORPORATED
$544.0M
WFCWELLS FARGO CO NEW
$538.0M
EPDENTERPRISE PRODS PARTNERS L
$537.0M
UNHUNITEDHEALTH GROUP INC
$482.0M
NYCBEURNEW YORK CMNTY BANCORP INC
$480.0M
DUKDUKE ENERGY CORP NEW
$445.0M
GUSHDIREXION SHS ETF TR
$410.0M
GMGENERAL MTRS CO
$408.0M
AMDADVANCED MICRO DEVICES INC
$404.0M
CRMSALESFORCE INC
$403.0M
LMTLOCKHEED MARTIN CORP
$402.0M
UPSUNITED PARCEL SERVICE INC
$392.0M
EWJISHARES INC
$386.0M
DOWDOW INC
$385.0M
HRHEALTHCARE RLTY TR
$383.0M
AMATAPPLIED MATLS INC
$371.0M
KKRKKR & CO INC
$354.0M
DC4DEXCOM INC
$347.0M
PFEPFIZER INC
$337.0M
DHID R HORTON INC
$334.0M
DRIDARDEN RESTAURANTS INC
$308.0M
TFCTRUIST FINL CORP
$277.0M
TSCOTRACTOR SUPPLY CO
$267.0M
TSLATESLA INC
$266.0M
VRTVERTIV HOLDINGS CO
$255.0M
GMREUSDGLOBAL MED REIT INC
$247.0M
QCOMQUALCOMM INC
$245.0M
AZOAUTOZONE INC
$236.0M
SNOWSNOWFLAKE INC
$230.0M
FARMFARMER BROS CO
$218.0M
SRESEMPRA
$215.0M
AIGAMERICAN INTL GROUP INC
$211.0M
IWOISHARES TR
$208.0M
EWWISHARES INC
$208.0M
RIVNRIVIAN AUTOMOTIVE INC
$120.0M
CRKCOMSTOCK RES INC
$111.0M
SABRSABRE CORP
$48.0M
SLND/WSSOUTHLAND HLDGS INC
$42.0M
DXYNDIXIE GROUP INC
$31.0M
VOXRVOX ROYALTY CORP
$29.0M
WIREEURENCORE WIRE CORP
$75K
MTDRMATADOR RES CO
$58K
CLFCLEVELAND-CLIFFS INC NEW
$47K
UBERUBER TECHNOLOGIES INC
$45K
TPLTEXAS PACIFIC LAND CORPORATI
$44K
EXPEAGLE MATLS INC
$44K
NVDANVIDIA CORPORATION
$38K
DKNGDRAFTKINGS INC NEW
$29K
ONONON HLDG AG
$29K
PRPERMIAN RESOURCES CORP
$28K
MSFTMICROSOFT CORP
$26K
BANCBANC OF CALIFORNIA INC
$26K
CALYTOPGOLF CALLAWAY BRANDS CORP
$25K
FCXFREEPORT-MCMORAN INC
$25K
NCLHNORWEGIAN CRUISE LINE HLDG L
$23K
WYNNWYNN RESORTS LTD
$22K
TMHCTAYLOR MORRISON HOME CORP
$22K
ABNBAIRBNB INC
$21K
NVONOVO-NORDISK A S
$20K
MUMICRON TECHNOLOGY INC
$20K
SCVLSHOE CARNIVAL INC
$20K
FOURSHIFT4 PMTS INC
$19K
SOYSUNOPTA INC
$19K
ONON SEMICONDUCTOR CORP
$17K
DVDOUBLEVERIFY HLDGS INC
$16K
ETDETHAN ALLEN INTERIORS INC
$16K
EVHEVOLENT HEALTH INC
$15K
IBTXUSDINDEPENDENT BANK GROUP INC
$15K
CMCCOMMERCIAL METALS CO
$14K
HTHHILLTOP HOLDINGS INC
$14K
SYMSYMBOTIC INC
$14K
AAPLAPPLE INC
$13K
HALOHALOZYME THERAPEUTICS INC
$12K
XOMEXXON MOBIL CORP
$12K
KEKIMBALL ELECTRONICS INC
$12K
EXECHESAPEAKE ENERGY CORP
$12K
BCBRUNSWICK CORP
$11K
ASOACADEMY SPORTS & OUTDOORS IN
$11K
OKEONEOK INC NEW
$11K
CNKCINEMARK HLDGS INC
$11K
OVERBEYOND INC
$10K
JPMJPMORGAN CHASE & CO
$10K
SMSM ENERGY CO
$10K
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