Hodges Capital Management Inc. Q2 2019 Filing
Filed August 22, 2019
Portfolio Value
$924.2M
Holdings
225
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (225 positions)
| Stock | Value |
|---|---|
TPLUSDTEXAS PAC LD TR | $54.0M |
CMCCOMMERCIAL METALS CO | $39.2M |
EXPEAGLE MATERIALS INC | $27.9M |
CLFCLEVELAND CLIFFS INC | $25.2M |
MTDRMATADOR RES CO | $19.0M |
YETIYETI HLDGS INC | $18.7M |
EXASEXACT SCIENCES CORP | $18.6M |
USCRU S CONCRETE INC | $18.1M |
TFINTRIUMPH BANCORP INC | $17.2M |
CCSCENTURY CMNTYS INC | $16.5M |
GSHDGOOSEHEAD INS INC | $16.0M |
—WAITR HLDGS INC | $14.3M |
VYXNCR CORP NEW | $14.1M |
BCBRUNSWICK CORP | $13.7M |
AZTABROOKS AUTOMATION IN | $13.7M |
HTHHILLTOP HOLDINGS INC | $13.4M |
AALAMERICAN AIRLS GROUP | $12.9M |
—WPX ENERGY INC | $12.1M |
THGHANOVER INS GROUP IN | $12.0M |
SAVESPIRIT AIRLS INC | $11.7M |
WIREEURENCORE WIRE CORP | $11.6M |
RHRH | $11.4M |
LTXBUSDLEGACY TEX FINL GROU | $11.4M |
MMSIMERIT MED SYS INC | $11.0M |
FNDFLOOR & DECOR HLDGS | $11.0M |
HQYHEALTHEQUITY INC | $10.1M |
BABOEING CO | $10.0M |
—CREE INC | $10.0M |
AEOAMERICAN EAGLE OUTFI | $9.7M |
MUMICRON TECHNOLOGY IN | $9.6M |
IBTXUSDINDEPENDENT BK GROUP | $9.5M |
OLLIOLLIES BARGAIN OUTLT | $9.3M |
NCLHNORWEGIAN CRUISE LIN | $9.2M |
TXRHTEXAS ROADHOUSE INC | $9.1M |
USX1UNITED STATES STL CO | $8.8M |
CN4CONNS INC | $8.6M |
FANGDIAMONDBACK ENERGY I | $8.6M |
—ELDORADO RESORTS INC | $8.0M |
CPRICAPRI HOLDINGS LIMIT | $8.0M |
—CYPRESS SEMICONDUCTO | $7.6M |
EATBRINKER INTL INC | $7.4M |
ACAARCOSA INC | $7.3M |
TNDMTANDEM DIABETES CARE | $7.3M |
TWLOTWILIO INC | $7.2M |
TWTRUSDTWITTER INC | $7.1M |
CALCALERES INC | $7.0M |
JNJJOHNSON & JOHNSON | $7.0M |
MSFTMICROSOFT CORP | $6.9M |
—CYRUSONE INC | $6.6M |
IPINTL PAPER CO | $6.3M |
HOMEAT HOME GROUP INC | $6.3M |
BACBANK AMER CORP | $6.0M |
HDHOME DEPOT INC | $5.9M |
MRKMERCK & CO INC | $5.8M |
XYZSQUARE INC | $5.8M |
PETQEURPETIQ INC | $5.7M |
SAIASAIA INC | $5.5M |
CNKCINEMARK HOLDINGS IN | $5.5M |
—LYON WILLIAM HOMES | $5.4M |
AORTCRYOLIFE INC | $5.3M |
WMTWALMART INC | $5.3M |
ATDALLEGHENY TECHNOLOGI | $5.1M |
CRKCOMSTOCK RES INC | $5.1M |
TSNTYSON FOODS INC | $4.9M |
AAPLAPPLE INC | $4.9M |
SMARGBPSMARTSHEET INC | $4.7M |
UPLDUPLAND SOFTWARE INC | $4.6M |
DALDELTA AIR LINES INC | $4.6M |
XOMEXXON MOBIL CORP | $4.6M |
ROCKGIBRALTAR INDS INC | $4.6M |
GEGGEO GROUP INC NEW | $4.5M |
—WHITING PETE CORP NE | $4.4M |
GOGOGOGO INC | $4.0M |
INTCINTEL CORP | $3.9M |
0E41ENLINK MIDSTREAM LLC | $3.7M |
NXPINXP SEMICONDUCTORS N | $3.6M |
JPMJPMORGAN CHASE & CO | $3.6M |
FDXFEDEX CORP | $3.6M |
LUVSOUTHWEST AIRLS CO | $3.5M |
CYBRCYBERARK SOFTWARE LT | $3.5M |
OKEONEOK INC NEW | $3.5M |
BACVERIZON COMMUNICATIO | $3.3M |
DIODDIODES INC | $3.1M |
BSXBOSTON SCIENTIFIC CO | $2.8M |
METAFACEBOOK INC | $2.8M |
UNPUNION PACIFIC CORP | $2.7M |
DISDISNEY WALT CO | $2.7M |
LOWLOWES COS INC | $2.5M |
AMATAPPLIED MATLS INC | $2.5M |
ABBVABBVIE INC | $2.5M |
VVISA INC | $2.5M |
SCVLSHOE CARNIVAL INC | $2.4M |
TXNTEXAS INSTRS INC | $2.4M |
CATCATERPILLAR INC DEL | $2.3M |
RHPRYMAN HOSPITALITY PP | $2.3M |
CSCOCISCO SYS INC | $2.3M |
VIRTVIRTU FINL INC | $2.2M |
AMZNAMAZON COM INC | $2.1M |
TAT&T INC | $2.1M |
CVXCHEVRON CORP NEW | $2.0M |
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