Hodges Capital Management Inc. Q4 2021 Filing
Filed February 7, 2022
Portfolio Value
$1.4T
Holdings
243
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (243 positions)
| Stock | Value |
|---|---|
TPLTEXAS PACIFIC LAND C | $57.8B |
CMCCOMMERCIAL METALS CO | $44.3B |
EXPEAGLE MATLS INC | $40.4B |
CLFCLEVELAND-CLIFFS INC | $39.7B |
TMHCTAYLOR MORRISON HOME | $35.5B |
CALYCALLAWAY GOLF CO | $33.1B |
MTDRMATADOR RES CO | $32.0B |
GMGENERAL MTRS CO | $29.5B |
VSTOEURVISTA OUTDOOR INC | $27.0B |
BLDRBUILDERS FIRSTSOURCE | $24.5B |
SIMOSILICON MOTION TECHN | $21.1B |
ABNBAIRBNB INC | $20.5B |
MSFTMICROSOFT CORP | $20.2B |
NCLHNORWEGIAN CRUISE LIN | $19.9B |
MUMICRON TECHNOLOGY IN | $18.4B |
ONON SEMICONDUCTOR COR | $17.8B |
VYXNCR CORP NEW | $16.6B |
FCXFREEPORT-MCMORAN INC | $16.5B |
CNKCINEMARK HLDGS INC | $16.4B |
SMSM ENERGY CO | $15.9B |
AAPLAPPLE INC | $15.7B |
WIREEURENCORE WIRE CORP | $15.2B |
RVLVREVOLVE GROUP INC | $14.9B |
HTHHILLTOP HOLDINGS INC | $14.9B |
CYBRCYBERARK SOFTWARE LT | $14.9B |
ONONON HLDG AG | $14.6B |
UBERUBER TECHNOLOGIES IN | $14.3B |
BYDBOYD GAMING CORP | $13.7B |
WFCWELLS FARGO CO NEW | $13.7B |
SAVESPIRIT AIRLS INC | $13.5B |
TSEMTOWER SEMICONDUCTOR | $13.4B |
ETDETHAN ALLEN INTERIOR | $13.2B |
EXECHESAPEAKE ENERGY CO | $13.1B |
DXYNDIXIE GROUP INC | $12.6B |
—LUBYS INC | $12.4B |
INMDINMODE LTD | $12.2B |
BERYEURBERRY GLOBAL GROUP I | $12.0B |
AIGAMERICAN INTL GROUP | $11.9B |
AEOAMERICAN EAGLE OUTFI | $11.6B |
BCBRUNSWICK CORP | $11.5B |
EWCZEUROPEAN WAX CTR INC | $11.5B |
SNAPSNAP INC | $11.0B |
TXRHTEXAS ROADHOUSE INC | $10.9B |
METAFACEBOOK INC | $10.9B |
HANHAWAIIAN HOLDINGS IN | $10.7B |
SCVLSHOE CARNIVAL INC | $10.6B |
HAYWHAYWARD HLDGS INC | $10.5B |
PCRXPACIRA BIOSCIENCES I | $10.1B |
TFINTRIUMPH BANCORP INC | $10.1B |
FDXFEDEX CORP | $9.8B |
AWMSKYWORKS SOLUTIONS I | $9.6B |
HDHOME DEPOT INC | $9.5B |
MRNAMODERNA INC | $9.3B |
DLTHDULUTH HLDGS INC | $9.2B |
RHRH | $9.1B |
ASOACADEMY SPORTS & OUT | $9.0B |
BRBR1GBPBELLRING BRANDS INC | $9.0B |
KEKIMBALL ELECTRONICS | $8.8B |
OKEONEOK INC NEW | $8.5B |
GPKGRAPHIC PACKAGING HL | $8.1B |
JNJJOHNSON & JOHNSON | $7.9B |
XOMEXXON MOBIL CORP | $7.9B |
PBPROSPERITY BANCSHARE | $7.9B |
ABBVABBVIE INC | $7.9B |
CRCTCRICUT INC | $7.9B |
GSHDGOOSEHEAD INS INC | $7.4B |
WHRWHIRLPOOL CORP | $7.3B |
LFG1USDARCHAEA ENERGY INC | $7.3B |
TPDTEMPUR SEALY INTL IN | $7.1B |
PXDEURPIONEER NAT RES CO | $6.8B |
TNADIREXION SHS ETF TR | $6.8B |
KLICKULICKE & SOFFA INDS | $6.7B |
QCOMQUALCOMM INC | $6.7B |
USX1UNITED STATES STL CO | $6.6B |
TWLOTWILIO INC | $6.6B |
MATXMATSON INC | $6.5B |
PFEPFIZER INC | $6.3B |
OCOWENS CORNING NEW | $6.3B |
ACHCACADIA HEALTHCARE CO | $6.1B |
TSNTYSON FOODS INC | $6.1B |
AMZNAMAZON COM INC | $5.9B |
LOWLOWES COS INC | $5.3B |
RDNWRUMBLEON INC | $5.1B |
SMCIUSDSUPER MICRO COMPUTER | $4.9B |
NMIHNMI HLDGS INC | $4.9B |
WMTWALMART INC | $4.8B |
BRK/BBERKSHIRE HATHAWAY I | $4.8B |
BACBK OF AMERICA CORP | $4.7B |
ZZFCARPARTS COM INC | $4.5B |
CRMTAMERICAS CAR-MART IN | $4.4B |
PEPPEPSICO INC | $4.3B |
UPLDUPLAND SOFTWARE INC | $4.1B |
FOSLFOSSIL GROUP INC | $4.1B |
NVDANVIDIA CORPORATION | $4.1B |
LLYLILLY ELI & CO | $3.9B |
TXNTEXAS INSTRS INC | $3.8B |
UNPUNION PAC CORP | $3.7B |
DYHTARGET CORP | $3.7B |
GOOGALPHABET INC | $3.6B |
CATCATERPILLAR INC | $3.4B |
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