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)

#StockSharesValue% PortfolioType
101
AMZNAMAZON COM INC
55,454$10K0.00%
102
CALMCAL MAINE FOODS INC
154,225$9K0.00%
103
COHRCOHERENT CORP
157,364$9K0.00%
104
TCBITEXAS CAP BANCSHARES INC
146,850$9K0.00%
105
CYBRCYBERARK SOFTWARE LTD
750$9K0.00%
106
BKNGBOOKING HOLDINGS INC
105$9K0.00%
107
GPKGRAPHIC PACKAGING HLDG CO
333,005$9K0.00%
108
JPMJPMORGAN CHASE & CO
1,500$9K0.00%
109
MRKMERCK & CO INC
66,377$8K0.00%
110
DIODDIODES INC
124,903$8K0.00%
111
BLDRBUILDERS FIRSTSOURCE INC
42,288$8K0.00%
112
NVGSNAVIGATOR HLDGS LTD
522,535$8K0.00%
113
TFINTRIUMPH FINANCIAL INC
104,100$8K0.00%
114
BABOEING CO
45,197$8K0.00%
115
ALKALASKA AIR GROUP INC
203,445$8K0.00%
116
HDHOME DEPOT INC
20,554$7K0.00%
117
TSNTYSON FOODS INC
127,105$7K0.00%
118
WMTWALMART INC
119,598$7K0.00%
119
ALGALAMO GROUP INC
33,053$7K0.00%
120
CRSCARPENTER TECHNOLOGY CORP
103,849$7K0.00%
121
CATCATERPILLAR INC
19,704$7K0.00%
122
IRWDIRONWOOD PHARMACEUTICALS INC
863,500$7K0.00%
123
AVNWAVIAT NETWORKS INC
202,170$7K0.00%
124
BRBRBELLRING BRANDS INC
125,605$7K0.00%
125
PBPROSPERITY BANCSHARES INC
104,084$6K0.00%
126
KTOSKRATOS DEFENSE & SEC SOLUTIO
370,000$6K0.00%
127
TSMTAIWAN SEMICONDUCTOR MFG LTD
46,600$6K0.00%
128
GPIGROUP 1 AUTOMOTIVE INC
21,553$6K0.00%
129
CARTMAPLEBEAR INC
166,550$6K0.00%
130
TXRHTEXAS ROADHOUSE INC
40,721$6K0.00%
131
LLYELI LILLY & CO
7,230$5K0.00%
132
BRK/BBERKSHIRE HATHAWAY INC DEL
13,204$5K0.00%
133
ACAARCOSA INC
60,201$5K0.00%
134
GSGOLDMAN SACHS GROUP INC
13,779$5K0.00%
135
KEXKIRBY CORP
55,531$5K0.00%
136
AMGNAMGEN INC
18,192$5K0.00%
137
DALDELTA AIR LINES INC DEL
108,706$5K0.00%
138
BACBANK AMERICA CORP
141,461$5K0.00%
139
ICHRICHOR HOLDINGS
137,320$5K0.00%
140
FT2FIRST HORIZON CORPORATION
367,000$5K0.00%
141
COSTCOSTCO WHSL CORP NEW
7,557$5K0.00%
142
ETENERGY TRANSFER L P
329,835$5K0.00%
143
ABBVABBVIE INC
31,306$5K0.00%
144
AESIATLAS ENERGY SOLUTIONS INC
232,760$5K0.00%
145
RHRH
15,850$5K0.00%
146
HOMBHOME BANCSHARES INC
235,700$5K0.00%
147
CHRDCHORD ENERGY CORPORATION
32,814$5K0.00%
148
CYBRCYBERARK SOFTWARE LTD
19,260$5K0.00%
149
DGIIDIGI INTL INC
180,385$5K0.00%
150
PEPPEPSICO INC
24,138$4K0.00%
151
GPORGULFPORT ENERGY CORP
29,900$4K0.00%
152
FDXFEDEX CORP
14,122$4K0.00%
153
TSEMTOWER SEMICONDUCTOR LTD
141,700$4K0.00%
154
MCDMCDONALDS CORP
16,334$4K0.00%
155
AXPAMERICAN EXPRESS CO
18,777$4K0.00%
156
ZETAZETA GLOBAL HOLDINGS CORP
447,740$4K0.00%
157
VRNSVARONIS SYS INC
102,336$4K0.00%
158
PUMPPROPETRO HLDG CORP
562,127$4K0.00%
159
COPCONOCOPHILLIPS
33,916$4K0.00%
160
OCOWENS CORNING NEW
1,000$4K0.00%
161
PARPAR TECHNOLOGY CORP
95,989$4K0.00%
162
ALKTALKAMI TECHNOLOGY INC
170,551$4K0.00%
163
UPLDUPLAND SOFTWARE INC
1,325,513$4K0.00%
164
ISRGINTUITIVE SURGICAL INC
10,536$4K0.00%
165
VYXNCR VOYIX CORPORATION
340,854$4K0.00%
166
VSTOEURVISTA OUTDOOR INC
140,713$4K0.00%
167
GOOGALPHABET INC
11,040$3K0.00%
168
KNKNOWLES CORP
193,427$3K0.00%
169
UNPUNION PAC CORP
15,933$3K0.00%
170
LOWLOWES COS INC
15,686$3K0.00%
171
GBXGREENBRIER COS INC
69,240$3K0.00%
172
DWDMORGAN STANLEY
41,996$3K0.00%
173
BLBDBLUE BIRD CORP
99,070$3K0.00%
174
DEDEERE & CO
8,909$3K0.00%
175
BANFBANCFIRST CORP
40,200$3K0.00%
176
IBMINTERNATIONAL BUSINESS MACHS
20,535$3K0.00%
177
MDTMEDTRONIC PLC
35,654$3K0.00%
178
STRSSTRATUS PPTYS INC
174,275$3K0.00%
179
SCHWSCHWAB CHARLES CORP
43,042$3K0.00%
180
METAMETA PLATFORMS INC
7,981$3K0.00%
181
OCOWENS CORNING NEW
7,971$3K0.00%
182
FCFSFIRSTCASH HOLDINGS INC
30,575$3K0.00%
183
0E41ENLINK MIDSTREAM LLC
182,586$2K0.00%
184
AMKASSETMARK FINL HLDGS INC
60,000$2K0.00%
185
PANWPALO ALTO NETWORKS INC
7,866$2K0.00%
186
GOOGLALPHABET INC
1,000$2K0.00%
187
SLNDSOUTHLAND HLDGS INC
394,100$2K0.00%
188
JNJJOHNSON & JOHNSON
18,913$2K0.00%
189
SL2SLEEP NUMBER CORP
171,900$2K0.00%
190
CVGWCALAVO GROWERS INC
90,740$2K0.00%
191
AGCOAGCO CORP
17,377$2K0.00%
192
NXTNEXTRACKER INC
48,426$2K0.00%
193
GFFGRIFFON CORP
32,000$2K0.00%
194
PLABPHOTRONICS INC
105,365$2K0.00%
195
TIPTTIPTREE INC
123,055$2K0.00%
196
SFIXSTITCH FIX INC
650,150$1K0.00%
197
SMCISUPER MICRO COMPUTER INC
15$1K0.00%
198
CBCHUBB LIMITED
4,126$1K0.00%
199
BXBLACKSTONE INC
7,875$1K0.00%
200
VSTVISTRA CORP
26,550$1K0.00%
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