Hodges Capital Management Inc. Q3 2018 Filing

Filed October 29, 2018

Portfolio Value

$1.4T

Holdings

256

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (256 positions)

#StockSharesValue% PortfolioType
201
Energy Transfer Operating LP L
18,665$415.0M0.03%
202
TMToyota Motor Corp Sp ADR 2
3,227$401.0M0.03%
203
FCXFreeport-McMoran Inc Cl B
28,500$397.0M0.03%
204
Contura Energy Inc
5,000$396.0M0.03%
205
LLYLilly Eli & Co
3,680$395.0M0.03%
206
SLBSchlumberger Ltd
6,474$394.0M0.03%
207
GlaxoSmithKline PLC Sp ADR
9,800$394.0M0.03%
208
Alphabet Inc Cap Stock Cl C
325$388.0M0.03%
209
G1 Therapeutics Inc
7,354$385.0M0.03%
210
Whiting Petroleum Corp
7,000$371.0M0.03%
211
ATOAtmos Energy Corp
3,903$367.0M0.03%
212
UTGReaves Utility Income Fund
11,867$364.0M0.03%
213
GILDGilead Sciences Inc
4,720$364.0M0.03%
214
BPBP PLC Sp ADR
7,726$356.0M0.03%
215
Twitter Inc
12,400$353.0M0.03%
216
Controladora Vuela Cia DE Avia
47,000$351.0M0.03%
217
NVDANVIDIA Corp
1,200$337.0M0.02%
218
LADLithia Motors Inc Cl A
4,027$329.0M0.02%
219
CPRTCopart Inc
6,337$327.0M0.02%
220
CMICummins Inc
2,108$308.0M0.02%
221
Hodges Small Instrinsic Fund
21,156$305.0M0.02%
222
Lazard Ltd A
6,300$303.0M0.02%
223
4I1Philip Morris Intl Inc
3,700$302.0M0.02%
224
MMM3M Co
1,400$295.0M0.02%
225
BOXDropbox Inc Cl A
10,500$282.0M0.02%
226
UPSUnited Parcel Service Inc Cl B
2,370$277.0M0.02%
227
SOSouthern Co
6,199$270.0M0.02%
228
AIGAmerican Intl Group Inc
5,000$266.0M0.02%
229
XELXcel Energy Inc
5,475$258.0M0.02%
230
EWWiShares MSCI Mex Cap ETF
5,000$256.0M0.02%
231
HBC2HSBC Holdings PLC Sp ADR
5,750$253.0M0.02%
232
Activision Blizzard Inc
2,949$245.0M0.02%
233
EPDEnterprise Products Partners L
8,500$244.0M0.02%
234
IberiaBank Corp
3,000$244.0M0.02%
235
TWLOTwilio Inc Cl A
2,800$242.0M0.02%
236
LGIHLgi Homes Inc
5,062$240.0M0.02%
237
MOAltria Group Inc
3,983$240.0M0.02%
238
KMBKimberly Clark Corp
2,085$237.0M0.02%
239
SEISolaris Oilfield Infrast Inc C
12,500$236.0M0.02%
240
SBUXStarbucks Corp
4,125$234.0M0.02%
241
PXDEURPioneer Natural Resources Co
1,328$231.0M0.02%
242
BBBlackberry Ltd
20,000$228.0M0.02%
243
AGCOAGCO Corp
3,568$217.0M0.02%
244
CFCF Industries Holdings Inc
3,898$212.0M0.02%
245
DWDMorgan Stanley
4,500$210.0M0.02%
246
RIGTransocean Ltd Reg
15,000$209.0M0.02%
247
WTTRSelect Energy Services Inc Cl
15,600$185.0M0.01%
248
Hallmark Financial Services In
16,085$177.0M0.01%
249
Gopro Inc Cl A
20,000$144.0M0.01%
250
MVC Capital Inc
10,000$96.0M0.01%
251
Capstead Mtg Corp
10,000$79.0M0.01%
252
Oncomed Pharmaceuticals Inc
15,592$33.0M0.00%
253
Approach Resources Inc
10,000$22.0M0.00%
254
Quaterra Resources Inc
90,000$4.0M0.00%
255
Select Sands Corp
12,200$2.0M0.00%
256
Ra Global Services Inc
25,000$00.00%
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