Hodges Capital Management Inc. Q2 2022 Filing
Filed July 28, 2022
Portfolio Value
$990.7B
Holdings
211
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (211 positions)
| Stock | Value |
|---|---|
TPLTEXAS PACIFIC LAND CORPORATI | $58.1B |
MTDRMATADOR RES CO | $39.1B |
CMCCOMMERCIAL METALS CO | $28.0B |
CLFCLEVELAND-CLIFFS INC NEW | $28.0B |
EXPEAGLE MATLS INC | $23.4B |
WIREEURENCORE WIRE CORP | $20.5B |
VSTOEURVISTA OUTDOOR INC | $18.8B |
SMSM ENERGY CO | $18.7B |
SIMOSILICON MOTION TECHNOLOGY CO | $18.1B |
CALYCALLAWAY GOLF CO | $18.0B |
ASOACADEMY SPORTS & OUTDOORS IN | $16.8B |
AZEKAZEK CO INC | $16.7B |
MSFTMICROSOFT CORP | $16.2B |
CNKCINEMARK HLDGS INC | $16.2B |
ONON SEMICONDUCTOR CORP | $15.7B |
EXECHESAPEAKE ENERGY CORP | $15.3B |
ULCCFRONTIER GROUP HLDGS INC | $15.1B |
VYXNCR CORP NEW | $14.2B |
UBERUBER TECHNOLOGIES INC | $13.9B |
GMGENERAL MTRS CO | $13.9B |
BLDRBUILDERS FIRSTSOURCE INC | $13.8B |
RVLVREVOLVE GROUP INC | $13.2B |
FCXFREEPORT-MCMORAN INC | $12.3B |
HTHHILLTOP HOLDINGS INC | $11.9B |
MUMICRON TECHNOLOGY INC | $11.3B |
TMHCTAYLOR MORRISON HOME CORP | $11.3B |
ETDETHAN ALLEN INTERIORS INC | $11.2B |
NCLHNORWEGIAN CRUISE LINE HLDG L | $11.1B |
UPLDUPLAND SOFTWARE INC | $10.5B |
AAPLAPPLE INC | $10.5B |
DSGRLAWSON PRODS INC | $10.2B |
XOMEXXON MOBIL CORP | $9.4B |
CYBRCYBERARK SOFTWARE LTD | $9.4B |
ONONON HLDG AG | $9.2B |
TXRHTEXAS ROADHOUSE INC | $8.9B |
KEKIMBALL ELECTRONICS INC | $8.5B |
FDXFEDEX CORP | $8.5B |
ABNBAIRBNB INC | $8.4B |
BCBRUNSWICK CORP | $8.2B |
WFCWELLS FARGO CO NEW | $8.1B |
AIGAMERICAN INTL GROUP INC | $8.0B |
JNJJOHNSON & JOHNSON | $7.8B |
BYDBOYD GAMING CORP | $7.8B |
OKEONEOK INC NEW | $7.4B |
SFMSPROUTS FMRS MKT INC | $7.4B |
RHRH | $7.0B |
ABBVABBVIE INC | $6.8B |
EWCZEUROPEAN WAX CTR INC | $6.7B |
INMDINMODE LTD | $6.6B |
DIODDIODES INC | $6.6B |
SCVLSHOE CARNIVAL INC | $6.3B |
CBRLCRACKER BARREL OLD CTRY STOR | $6.2B |
NVDANVIDIA CORPORATION | $6.2B |
HDHOME DEPOT INC | $6.1B |
OLLIOLLIES BARGAIN OUTLET HLDGS | $6.1B |
LFG1USDARCHAEA ENERGY INC | $6.0B |
BACBK OF AMERICA CORP | $5.9B |
THGHANOVER INS GROUP INC | $5.9B |
HANHAWAIIAN HOLDINGS INC | $5.9B |
QCOMQUALCOMM INC | $5.6B |
AMZNAMAZON COM INC | $5.5B |
KEXKIRBY CORP | $5.2B |
OGNORGANON & CO | $4.9B |
PBPROSPERITY BANCSHARES INC | $4.8B |
BROSDUTCH BROS INC | $4.8B |
MATXMATSON INC | $4.5B |
AVTAVNET INC | $4.4B |
0E41ENLINK MIDSTREAM LLC | $4.3B |
ITGRINTEGER HLDGS CORP | $4.3B |
WOLF*WOLFSPEED INC | $4.3B |
WMTWALMART INC | $4.2B |
SMCIUSDSUPER MICRO COMPUTER INC | $4.1B |
PEPPEPSICO INC | $4.0B |
METAFACEBOOK INC | $4.0B |
PXDEURPIONEER NAT RES CO | $4.0B |
AXPAMERICAN EXPRESS CO | $4.0B |
KLICKULICKE & SOFFA INDS INC | $3.9B |
TWLOTWILIO INC | $3.9B |
JPMJPMORGAN CHASE & CO | $3.8B |
MRKMERCK & CO. INC | $3.7B |
USX1UNITED STATES STL CORP NEW | $3.7B |
DYHTARGET CORP | $3.6B |
AEOAMERICAN EAGLE OUTFITTERS IN | $3.5B |
COSTCOSTCO WHSL CORP NEW | $3.4B |
UNPUNION PAC CORP | $3.3B |
LOWLOWES COS INC | $3.2B |
CATCATERPILLAR INC | $3.1B |
TXNTEXAS INSTRS INC | $2.9B |
DXYNDIXIE GROUP INC | $2.9B |
WHRWHIRLPOOL CORP | $2.8B |
CDEVEURCENTENNIAL RESOURCE DEV INC | $2.4B |
TFINTRIUMPH BANCORP INC | $2.3B |
PANWPALO ALTO NETWORKS INC | $2.3B |
SOYSUNOPTA INC | $2.2B |
DEDEERE & CO | $2.1B |
LUVSOUTHWEST AIRLS CO | $2.1B |
COPCONOCOPHILLIPS | $2.0B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.0B |
KOCOCA COLA CO | $2.0B |
CMACOMERICA INC | $2.0B |
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