Hodges Capital Management Inc. Q1 2025 Filing
Filed May 16, 2025
Portfolio Value
$1.5B
Holdings
207
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (207 positions)
| Stock | Value |
|---|---|
TPLTEXAS PACIFIC LAND CORPORATI | $83.1M |
MTDRMATADOR RES CO | $44.8M |
EXPEAGLE MATLS INC | $41.1M |
UBERUBER TECHNOLOGIES INC | $40.7M |
BANCBANC OF CALIFORNIA INC | $32.5M |
NVDANVIDIA CORPORATION | $31.9M |
SNSHARKNINJA INC | $31.7M |
KEXKIRBY CORP | $28.8M |
CLFCLEVELAND-CLIFFS INC NEW | $27.9M |
ONONON HLDG AG | $26.9M |
DKNGDRAFTKINGS INC NEW | $26.8M |
FCXFREEPORT-MCMORAN INC | $24.7M |
TMHCTAYLOR MORRISON HOME CORP | $24.7M |
HALOHALOZYME THERAPEUTICS INC | $23.7M |
MSFTMICROSOFT CORP | $22.4M |
EXEEXPAND ENERGY CORPORATION | $20.6M |
ASOACADEMY SPORTS & OUTDOORS IN | $20.1M |
TCBITEXAS CAP BANCSHARES INC | $19.8M |
ETDETHAN ALLEN INTERIORS INC | $18.3M |
MUMICRON TECHNOLOGY INC | $18.3M |
WYNNWYNN RESORTS LTD | $18.1M |
PLTRPALANTIR TECHNOLOGIES INC | $18.1M |
CMCCOMMERCIAL METALS CO | $18.1M |
NCLHNORWEGIAN CRUISE LINE HLDG L | $17.2M |
WULFTERAWULF INC | $17.1M |
OKEONEOK INC NEW | $16.7M |
SCVLSHOE CARNIVAL INC | $16.6M |
PTLOPORTILLOS INC | $16.5M |
HTHHILLTOP HOLDINGS INC | $16.4M |
AAPLAPPLE INC | $16.3M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $16.0M |
CYBRCYBERARK SOFTWARE LTD | $15.8M |
GEGGEO GROUP INC NEW | $15.7M |
AMZNAMAZON COM INC | $15.2M |
GPIGROUP 1 AUTOMOTIVE INC | $15.0M |
THGHANOVER INS GROUP INC | $14.9M |
AVNWAVIAT NETWORKS INC | $13.9M |
GBXGREENBRIER COS INC | $13.8M |
ABNBAIRBNB INC | $12.9M |
PRPERMIAN RESOURCES CORP | $12.5M |
WMTWALMART INC | $12.4M |
HPEHEWLETT PACKARD ENTERPRISE C | $12.3M |
XOMEXXON MOBIL CORP | $12.3M |
CNKCINEMARK HLDGS INC | $12.0M |
HOMBHOME BANCSHARES INC | $11.9M |
AIOTPOWERFLEET INC | $11.7M |
JPMJPMORGAN CHASE & CO. | $11.1M |
PBPROSPERITY BANCSHARES INC | $10.9M |
TSEMTOWER SEMICONDUCTOR LTD | $10.4M |
GPORGULFPORT ENERGY CORP | $10.4M |
LLYELI LILLY & CO | $10.4M |
SOYSUNOPTA INC | $10.3M |
NVGSNAVIGATOR HLDGS LTD | $9.6M |
ABBVABBVIE INC | $9.4M |
RPCP10 INC | $8.8M |
HDHOME DEPOT INC | $8.6M |
SFIXSTITCH FIX INC | $8.5M |
TFINTRIUMPH FINANCIAL INC | $8.5M |
USX1UNITED STATES STL CORP NEW | $8.5M |
BANFBANCFIRST CORP | $8.2M |
YOUCLEAR SECURE INC | $8.2M |
WFCWELLS FARGO CO NEW | $8.1M |
RHCRH PLC | $8.0M |
UNHUNITEDHEALTH GROUP INC | $7.6M |
METAMETA PLATFORMS INC | $7.6M |
OCOWENS CORNING NEW | $7.5M |
BRBRBELLRING BRANDS INC | $7.1M |
CRSCARPENTER TECHNOLOGY CORP | $7.1M |
VSTVISTRA CORP | $7.0M |
BLDRBUILDERS FIRSTSOURCE INC | $6.6M |
IBMINTERNATIONAL BUSINESS MACHS | $6.5M |
TXRHTEXAS ROADHOUSE INC | $6.5M |
AXPAMERICAN EXPRESS CO | $6.4M |
ETENERGY TRANSFER L P | $6.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.3M |
KTBKONTOOR BRANDS INC | $6.3M |
BABOEING CO | $6.1M |
GSGOLDMAN SACHS GROUP INC | $6.1M |
HMNHORACE MANN EDUCATORS CORP N | $6.1M |
BYDBOYD GAMING CORP | $6.0M |
TRVCCITIGROUP INC | $5.9M |
GILDGILEAD SCIENCES INC | $5.8M |
BELFBBEL FUSE INC | $5.7M |
PROPPRAIRIE OPER CO | $5.6M |
RHRH | $5.6M |
RXORXO INC | $5.6M |
CHRDCHORD ENERGY CORPORATION | $5.5M |
EBAEBAY INC. | $5.3M |
GPKGRAPHIC PACKAGING HLDG CO | $5.1M |
STRSSTRATUS PPTYS INC | $5.1M |
BABOEING CO | $5.0M |
COSTCOSTCO WHSL CORP NEW | $4.9M |
AVGOBROADCOM INC | $4.9M |
VRNSVARONIS SYS INC | $4.8M |
DWDMORGAN STANLEY | $4.7M |
AMGNAMGEN INC | $4.7M |
MRKMERCK & CO INC | $4.6M |
MRTNMARTEN TRANS LTD | $4.5M |
PTBPOTBELLY CORP | $4.4M |
MMM3M CO | $4.4M |
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