Hodges Capital Management Inc. Q3 2019 Filing

Filed November 14, 2019

Portfolio Value

$867.9M

Holdings

215

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (215 positions)

StockValue
TPLUSDTEXAS PAC LD TR
$45.2M
CMCCOMMERCIAL METALS CO
$38.4M
EXPEAGLE MATERIALS INC
$25.9M
CLFCLEVELAND CLIFFS INC
$22.8M
USCRU S CONCRETE INC
$21.1M
CCSCENTURY CMNTYS INC
$19.9M
VYXNCR CORP NEW
$18.8M
HOMEAT HOME GROUP INC
$18.6M
RVLVREVOLVE GROUP INC
$16.0M
AZTABROOKS AUTOMATION IN
$15.6M
BCBRUNSWICK CORP
$15.4M
EXASEXACT SCIENCES CORP
$15.2M
HTHHILLTOP HOLDINGS INC
$15.1M
YETIYETI HLDGS INC
$14.5M
AALAMERICAN AIRLS GROUP
$13.5M
GSHDGOOSEHEAD INS INC
$13.0M
TFINTRIUMPH BANCORP INC
$12.9M
CN4CONNS INC
$12.7M
MTDRMATADOR RES CO
$12.4M
AEOAMERICAN EAGLE OUTFI
$11.6M
BABOEING CO
$11.4M
THGHANOVER INS GROUP IN
$10.6M
WIREEURENCORE WIRE CORP
$10.2M
NCLHNORWEGIAN CRUISE LIN
$10.2M
RHRH
$9.7M
TWTRUSDTWITTER INC
$9.6M
WPX ENERGY INC
$9.2M
TXRHTEXAS ROADHOUSE INC
$9.0M
MUMICRON TECHNOLOGY IN
$8.6M
SAVESPIRIT AIRLS INC
$8.6M
HQYHEALTHEQUITY INC
$8.5M
CPRICAPRI HOLDINGS LIMIT
$8.2M
CREE INC
$7.7M
MMSIMERIT MED SYS INC
$7.6M
0E41ENLINK MIDSTREAM LLC
$7.4M
SCVLSHOE CARNIVAL INC
$7.2M
MSFTMICROSOFT CORP
$7.1M
GOGOGOGO INC
$6.7M
TNDMTANDEM DIABETES CARE
$6.6M
DIODDIODES INC
$6.4M
IBTXUSDINDEPENDENT BK GROUP
$6.3M
MRKMERCK & CO INC
$6.3M
JNJJOHNSON & JOHNSON
$6.2M
ELDORADO RESORTS INC
$6.2M
OLLIOLLIES BARGAIN OUTLT
$6.1M
FANGDIAMONDBACK ENERGY I
$6.1M
BACBANK AMER CORP
$6.0M
HDHOME DEPOT INC
$6.0M
IPINTL PAPER CO
$5.9M
AAPLAPPLE INC
$5.7M
FIVNFIVE9 INC
$5.6M
CALCALERES INC
$5.5M
OCOWENS CORNING NEW
$5.5M
WMTWALMART INC
$5.3M
TAT&T INC
$5.0M
WAITR HLDGS INC
$4.9M
CNKCINEMARK HOLDINGS IN
$4.8M
SF9SANDERSON FARMS INC
$4.8M
NSSCNAPCO SEC TECHNOLOGI
$4.7M
EATBRINKER INTL INC
$4.6M
ACAARCOSA INC
$4.6M
XYZSQUARE INC
$4.6M
LYON WILLIAM HOMES
$4.5M
DALDELTA AIR LINES INC
$4.5M
UPLDUPLAND SOFTWARE INC
$4.5M
AORTCRYOLIFE INC
$4.3M
BLKBBLACKBAUD INC
$4.2M
FSSFEDERAL SIGNAL CORP
$4.2M
JPMJPMORGAN CHASE & CO
$4.1M
TWLOTWILIO INC
$4.1M
NXPINXP SEMICONDUCTORS N
$3.9M
TSNTYSON FOODS INC
$3.9M
MCMOELIS & CO
$3.8M
KNKNOWLES CORP
$3.8M
OKEONEOK INC NEW
$3.7M
INTCINTEL CORP
$3.7M
LUVSOUTHWEST AIRLS CO
$3.5M
RUNSUNRUN INC
$3.5M
SAILEURSAILPOINT TECHNLGIES
$3.5M
BACVERIZON COMMUNICATIO
$3.5M
XOMEXXON MOBIL CORP
$3.3M
GEGGEO GROUP INC NEW
$3.3M
ABBVABBVIE INC
$3.2M
AWMSKYWORKS SOLUTIONS I
$3.2M
LUBYS INC
$3.1M
PRIMPRIMORIS SVCS CORP
$3.1M
FDXFEDEX CORP
$3.0M
DISDISNEY WALT CO
$2.6M
TXNTEXAS INSTRS INC
$2.5M
DXYNDIXIE GROUP INC
$2.5M
METAFACEBOOK INC
$2.5M
BSXBOSTON SCIENTIFIC CO
$2.4M
TRGPTARGA RES CORP
$2.3M
PODDINSULET CORP
$2.3M
KOCOCA COLA CO
$2.2M
CATCATERPILLAR INC DEL
$2.2M
LOWLOWES COS INC
$2.2M
USX1UNITED STATES STL CO
$2.2M
RHPRYMAN HOSPITALITY PP
$2.1M
VVISA INC
$2.0M
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