Hodges Capital Management Inc. Q2 2023 Filing

Filed August 7, 2023

Portfolio Value

$1.7T

Holdings

220

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (220 positions)

#StockSharesValue% PortfolioType
101
BCBRUNSWICK CORP
107,406$12K0.00%
102
PRPERMIAN RESOURCES CORP
795,097$12K0.00%
103
USPHU S PHYSICAL THERAPY
67,950$12K0.00%
104
UPLDUPLAND SOFTWARE INC
2,390,267$12K0.00%
105
GPIGROUP 1 AUTOMOTIVE INC
33,687$12K0.00%
106
DSGRDISTRIBUTION SOLUTIONS GRP I
164,391$12K0.00%
107
GMGENERAL MTRS CO
243,248$11K0.00%
108
GEGGEO GROUP INC NEW
1,141,299$11K0.00%
109
PUMPPROPETRO HLDG CORP
1,014,537$11K0.00%
110
SFMSPROUTS FMRS MKT INC
211,001$11K0.00%
111
KEXKIRBY CORP
100,052$11K0.00%
112
SBDSSOLO BRANDS INC
1,243,980$10K0.00%
113
RHRH
22,338$10K0.00%
114
WYNNWYNN RESORTS LTD
78,104$10K0.00%
115
GPKGRAPHIC PACKAGING HLDG CO
295,290$10K0.00%
116
GLWCORNING INC
174,201$9K0.00%
117
ALKALASKA AIR GROUP INC
120,180$9K0.00%
118
APPAPPLOVIN CORP
244,110$9K0.00%
119
OKEONEOK INC NEW
141,093$9K0.00%
120
TFINTRIUMPH FINANCIAL INC
110,200$8K0.00%
121
NVONOVO-NORDISK A S
45,654$8K0.00%
122
IBTXUSDINDEPENDENT BANK GROUP INC
146,391$7K0.00%
123
TSLATESLA INC
22,872$7K0.00%
124
HDHOME DEPOT INC
22,295$7K0.00%
125
ASOACADEMY SPORTS & OUTDOORS IN
93,638$7K0.00%
126
KNKNOWLES CORP
263,355$7K0.00%
127
LOVELOVESAC COMPANY
170,240$6K0.00%
128
BABOEING CO
18,438$6K0.00%
129
TXRHTEXAS ROADHOUSE INC
40,693$6K0.00%
130
JPMJPMORGAN CHASE & CO
37,081$6K0.00%
131
AXPAMERICAN EXPRESS CO
30,172$6K0.00%
132
BYDBOYD GAMING CORP
63,351$6K0.00%
133
AMZNAMAZON COM INC
45,048$6K0.00%
134
ABNBAIRBNB INC
45,303$6K0.00%
135
MRKMERCK & CO INC
49,508$6K0.00%
136
HOMBHOME BANCSHARES INC
199,300$6K0.00%
137
PBPROSPERITY BANCSHARES INC
75,498$6K0.00%
138
RPCP10 INC
427,125$6K0.00%
139
EYENATIONAL VISION HLDGS INC
152,630$5K0.00%
140
COSTCOSTCO WHSL CORP NEW
6,959$5K0.00%
141
CHRDCHORD ENERGY CORPORATION
30,394$5K0.00%
142
PEPPEPSICO INC
24,096$5K0.00%
143
AVNWAVIAT NETWORKS INC
132,685$5K0.00%
144
GSHDGOOSEHEAD INS INC
64,122$5K0.00%
145
ABBVABBVIE INC
34,707$5K0.00%
146
TCBITEXAS CAP BANCSHARES INC
78,350$5K0.00%
147
ALGALAMO GROUP INC
20,330$5K0.00%
148
BKNGBOOKING HOLDINGS INC
100$5K0.00%
149
RVLVREVOLVE GROUP INC
207,701$5K0.00%
150
DEDEERE & CO
8,895$5K0.00%
151
SIMOSILICON MOTION TECHNOLOGY CO
53,376$5K0.00%
152
FDXFEDEX CORP
17,249$5K0.00%
153
TSMTAIWAN SEMICONDUCTOR MFG LTD
42,178$5K0.00%
154
COINCOINBASE GLOBAL INC
55,500$5K0.00%
155
AZZAZZ INC
89,381$4K0.00%
156
ISRGINTUITIVE SURGICAL INC
7,114$4K0.00%
157
LOWLOWES COS INC
16,150$4K0.00%
158
STRSSTRATUS PPTYS INC
146,275$4K0.00%
159
GSGOLDMAN SACHS GROUP INC
10,413$4K0.00%
160
UPSUNITED PARCEL SERVICE INC
22,499$4K0.00%
161
TXNTEXAS INSTRS INC
18,593$4K0.00%
162
AMGNAMGEN INC
20,249$4K0.00%
163
LLYLILLY ELI & CO
0$4K0.00%
164
JNJJOHNSON & JOHNSON
26,812$4K0.00%
165
THSTREEHOUSE FOODS INC
75,900$4K0.00%
166
BANFBANCFIRST CORP
36,900$4K0.00%
167
AZEKAZEK CO INC
95,300$3K0.00%
168
ETENERGY TRANSFER L P
0$3K0.00%
169
0E41ENLINK MIDSTREAM LLC
0$3K0.00%
170
PANWPALO ALTO NETWORKS INC
11,254$3K0.00%
171
CBCHUBB LIMITED
14,153$3K0.00%
172
ABNBAIRBNB INC
0$3K0.00%
173
ICHRICHOR HOLDINGS
76,500$3K0.00%
174
COPCONOCOPHILLIPS
25,183$3K0.00%
175
BACBANK AMERICA CORP
121,081$3K0.00%
176
AGCOAGCO CORP
21,413$3K0.00%
177
CVGWCALAVO GROWERS INC
82,650$3K0.00%
178
UNPUNION PAC CORP
13,682$3K0.00%
179
NVGSNAVIGATOR HLDGS LTD
127,090$2K0.00%
180
CATCATERPILLAR INC
0$2K0.00%
181
SL2SLEEP NUMBER CORP
74,700$2K0.00%
182
WMTWALMART INC
16,226$2K0.00%
183
QCOMQUALCOMM INC
18,539$2K0.00%
184
HRIHERC HLDGS INC
14,950$2K0.00%
185
BRK/BBERKSHIRE HATHAWAY INC DEL
7,163$2K0.00%
186
PSXPHILLIPS 66
17,605$2K0.00%
187
PLABPHOTRONICS INC
64,150$2K0.00%
188
MDTMEDTRONIC PLC
25,034$2K0.00%
189
DVNDEVON ENERGY CORP NEW
0$2K0.00%
190
TIPTTIPTREE INC
155,230$2K0.00%
191
EAFEURGRAFTECH INTL LTD
381,100$2K0.00%
192
DXYNDIXIE GROUP INC
1,289,376$2K0.00%
193
DWDMORGAN STANLEY
0$1K0.00%
194
CVXCHEVRON CORP NEW
7,410$1K0.00%
195
DALDELTA AIR LINES INC DEL
28,526$1K0.00%
196
DYHTARGET CORP
11,867$1K0.00%
197
PGPROCTER AND GAMBLE CO
0$1K0.00%
198
ZZFCARPARTS COM INC
314,690$1K0.00%
199
KOCOCA COLA CO
0$1K0.00%
200
WHRWHIRLPOOL CORP
0$1K0.00%
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