Hodges Capital Management Inc. Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$1.9T

Holdings

211

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (211 positions)

#StockSharesValue% PortfolioType
101
TFINTRIUMPH FINANCIAL INC
137,575$11K0.00%
102
OKEONEOK INC NEW
159,454$11K0.00%
103
GPIGROUP 1 AUTOMOTIVE INC
37,309$11K0.00%
104
CRSCARPENTER TECHNOLOGY CORP
154,207$10K0.00%
105
JPMJPMORGAN CHASE & CO
63,262$10K0.00%
106
BLDRBUILDERS FIRSTSOURCE INC
54,056$9K0.00%
107
PBPROSPERITY BANCSHARES INC
138,927$9K0.00%
108
ALGALAMO GROUP INC
39,666$8K0.00%
109
AMZNAMAZON COM INC
59,208$8K0.00%
110
CATCATERPILLAR INC
28,066$8K0.00%
111
EVHEVOLENT HEALTH INC
266,212$8K0.00%
112
HDHOME DEPOT INC
24,919$8K0.00%
113
SFMSPROUTS FMRS MKT INC
173,758$8K0.00%
114
VRNSVARONIS SYS INC
155,130$7K0.00%
115
GSGOLDMAN SACHS GROUP INC
18,291$7K0.00%
116
WMTWALMART INC
45,280$7K0.00%
117
TSLATESLA INC
29,787$7K0.00%
118
TCBITEXAS CAP BANCSHARES INC
118,200$7K0.00%
119
AVNWAVIAT NETWORKS INC
225,510$7K0.00%
120
TXRHTEXAS ROADHOUSE INC
60,762$7K0.00%
121
HALOHALOZYME THERAPEUTICS INC
196,465$7K0.00%
122
CHRDCHORD ENERGY CORPORATION
44,666$7K0.00%
123
JPMJPMORGAN CHASE & CO
2,000$7K0.00%
124
FT2FIRST HORIZON CORPORATION
545,300$7K0.00%
125
MRKMERCK & CO INC
68,668$7K0.00%
126
TTWOTAKE-TWO INTERACTIVE SOFTWAR
46,300$7K0.00%
127
MMM3M CO
66,678$7K0.00%
128
HOMBHOME BANCSHARES INC
294,400$7K0.00%
129
KEXKIRBY CORP
82,423$6K0.00%
130
BANCBANC OF CALIFORNIA INC
450,000$6K0.00%
131
DSGRDISTRIBUTION SOLUTIONS GRP I
191,301$6K0.00%
132
RHRH
23,577$6K0.00%
133
MCDMCDONALDS CORP
21,573$6K0.00%
134
TGNATEGNA INC
455,300$6K0.00%
135
BABOEING CO
26,249$6K0.00%
136
COSTCOSTCO WHSL CORP NEW
10,554$6K0.00%
137
STRSSTRATUS PPTYS INC
208,275$6K0.00%
138
ABBVABBVIE INC
40,048$6K0.00%
139
KNKNOWLES CORP
348,507$6K0.00%
140
ACAARCOSA INC
75,201$6K0.00%
141
ICHRICHOR HOLDINGS
164,220$5K0.00%
142
DALDELTA AIR LINES INC DEL
143,504$5K0.00%
143
UNPUNION PAC CORP
21,724$5K0.00%
144
AMGNAMGEN INC
19,212$5K0.00%
145
ALKTALKAMI TECHNOLOGY INC
231,945$5K0.00%
146
DEDEERE & CO
13,006$5K0.00%
147
TSMTAIWAN SEMICONDUCTOR MFG LTD
52,850$5K0.00%
148
PEPPEPSICO INC
34,964$5K0.00%
149
FCFSFIRSTCASH HOLDINGS INC
49,475$5K0.00%
150
BANFBANCFIRST CORP
58,200$5K0.00%
151
COPCONOCOPHILLIPS
44,214$5K0.00%
152
DWDMORGAN STANLEY
60,146$5K0.00%
153
PUMPPROPETRO HLDG CORP
706,143$5K0.00%
154
GOOGLALPHABET INC
2,000$5K0.00%
155
ETENERGY TRANSFER L P
303,537$4K0.00%
156
CYBRCYBERARK SOFTWARE LTD
21,209$4K0.00%
157
LLYELI LILLY & CO
8,305$4K0.00%
158
GFFGRIFFON CORP
67,200$4K0.00%
159
AXPAMERICAN EXPRESS CO
21,827$4K0.00%
160
BLBDBLUE BIRD CORP
159,155$4K0.00%
161
FDXFEDEX CORP
16,464$4K0.00%
162
GPORGULFPORT ENERGY CORP
35,300$4K0.00%
163
CBCHUBB LIMITED
20,769$4K0.00%
164
SCHWSCHWAB CHARLES CORP
63,830$4K0.00%
165
NVGSNAVIGATOR HLDGS LTD
276,030$4K0.00%
166
AESIATLAS ENERGY SOLUTIONS INC
286,000$4K0.00%
167
LOWLOWES COS INC
21,348$4K0.00%
168
AZZAZZ INC
84,235$4K0.00%
169
WYNNWYNN RESORTS LTD
4,000$4K0.00%
170
CVGWCALAVO GROWERS INC
137,440$4K0.00%
171
BLCOBAUSCH PLUS LOMB CORP
184,900$3K0.00%
172
0E41ENLINK MIDSTREAM LLC
260,986$3K0.00%
173
ZETAZETA GLOBAL HOLDINGS CORP
450,000$3K0.00%
174
TSEMTOWER SEMICONDUCTOR LTD
116,900$3K0.00%
175
BACBANK AMERICA CORP
104,031$3K0.00%
176
JNJJOHNSON & JOHNSON
23,548$3K0.00%
177
CALMCAL MAINE FOODS INC
67,355$3K0.00%
178
AGCOAGCO CORP
17,370$2K0.00%
179
ULCCFRONTIER GROUP HLDGS INC
434,171$2K0.00%
180
TIPTTIPTREE INC
140,690$2K0.00%
181
GOOGLALPHABET INC
17,462$2K0.00%
182
TN1TENNANT CO
31,900$2K0.00%
183
PANWPALO ALTO NETWORKS INC
9,213$2K0.00%
184
IBMINTERNATIONAL BUSINESS MACHS
12,767$2K0.00%
185
MDTMEDTRONIC PLC
36,238$2K0.00%
186
BRK/BBERKSHIRE HATHAWAY INC DEL
8,104$2K0.00%
187
SL2SLEEP NUMBER CORP
164,200$2K0.00%
188
CVXCHEVRON CORP NEW
13,414$2K0.00%
189
ISRGINTUITIVE SURGICAL INC
7,963$2K0.00%
190
SLNDSOUTHLAND HLDGS INC
486,100$2K0.00%
191
METAMETA PLATFORMS INC
7,789$2K0.00%
192
PLABPHOTRONICS INC
85,470$2K0.00%
193
GQ9SPDR GOLD TR
10,070$1K0.00%
194
DXYNDIXIE GROUP INC
1,439,110$1K0.00%
195
UNHUNITEDHEALTH GROUP INC
2,299$1K0.00%
196
CSWCCAPITAL SOUTHWEST CORP
67,563$1K0.00%
197
HPHELMERICH & PAYNE INC
34,786$1K0.00%
198
NOGNORTHERN OIL & GAS INC
47,330$1K0.00%
199
AZEKAZEK CO INC
46,050$1K0.00%
200
RSSSRESEARCH SOLUTIONS INC
472,625$1K0.00%
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