JACOBS LEVY EQUITY MANAGEMENT, INC Q3 2022 Filing
Filed November 15, 2022
Portfolio Value
$12.6B
Holdings
970
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (970 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | PIIMPINJ INC | 100,007 | $8.0B | 63.27% | |
| 302 | CLWCLEARWATER PAPER CORP | 212,700 | $8.0B | 63.23% | |
| 303 | —PROMETHEUS BIOSCIENCES INC | 133,831 | $7.9B | 62.43% | |
| 304 | METMETLIFE INC | 129,212 | $7.9B | 62.09% | |
| 305 | BANDBANDWIDTH INC | 659,072 | $7.8B | 62.00% | |
| 306 | CRNCCERENCE INC | 493,313 | $7.8B | 61.42% | |
| 307 | FSLRFIRST SOLAR INC | 58,399 | $7.7B | 61.06% | |
| 308 | WRKUSDWESTROCK CO | 249,605 | $7.7B | 60.95% | |
| 309 | BKUBANKUNITED INC | 223,205 | $7.6B | 60.29% | |
| 310 | APAAPA CORPORATION | 222,805 | $7.6B | 60.22% | |
| 311 | GENNORTONLIFELOCK INC | 374,977 | $7.6B | 59.70% | |
| 312 | 3TYTITAN MACHY INC | 265,864 | $7.5B | 59.39% | |
| 313 | —ARGO GROUP INTL HLDGS LTD | 387,925 | $7.5B | 59.06% | |
| 314 | ALHCALIGNMENT HEALTHCARE INC | 625,981 | $7.4B | 58.59% | |
| 315 | WAFDWASHINGTON FED INC | 244,977 | $7.3B | 58.06% | |
| 316 | SWSSMITH & WESSON BRANDS INC | 706,721 | $7.3B | 57.94% | |
| 317 | UMBFUMB FINL CORP | 86,481 | $7.3B | 57.62% | |
| 318 | ENVAENOVA INTL INC | 248,955 | $7.3B | 57.61% | |
| 319 | BHEBENCHMARK ELECTRS INC | 292,480 | $7.2B | 57.30% | |
| 320 | TBITRUEBLUE INC | 379,573 | $7.2B | 57.25% | |
| 321 | WWEUSDWORLD WRESTLING ENTMT INC | 101,698 | $7.1B | 56.41% | |
| 322 | SEESEALED AIR CORP NEW | 159,320 | $7.1B | 56.06% | |
| 323 | COLMCOLUMBIA SPORTSWEAR CO | 104,410 | $7.0B | 55.55% | |
| 324 | UNMUNUM GROUP | 180,412 | $7.0B | 55.34% | |
| 325 | FBPFIRST BANCORP P R | 510,441 | $7.0B | 55.20% | |
| 326 | ROFKFORCE INC | 118,938 | $7.0B | 55.15% | |
| 327 | CVLGCOVENANT LOGISTICS GROUP INC | 240,178 | $6.9B | 54.49% | |
| 328 | DBRGDIGITALBRIDGE GROUP INC | 550,026 | $6.9B | 54.40% | |
| 329 | PRAPROASSURANCE CORP | 347,310 | $6.8B | 53.57% | |
| 330 | IWFISHARES TR | 32,200 | $6.8B | 53.56% | |
| 331 | —BUNGE LIMITED | 81,941 | $6.8B | 53.49% | |
| 332 | GDRXGOODRX HLDGS INC | 1,446,203 | $6.8B | 53.39% | |
| 333 | USNAUSANA HEALTH SCIENCES INC | 119,716 | $6.7B | 53.04% | |
| 334 | DC4DEXCOM INC | 82,466 | $6.6B | 52.51% | |
| 335 | HAFCHANMI FINL CORP | 278,976 | $6.6B | 52.22% | |
| 336 | COMPCOMPASS INC | 2,847,414 | $6.6B | 52.22% | |
| 337 | CCCCC4 THERAPEUTICS INC | 738,993 | $6.5B | 51.23% | |
| 338 | NTRSNORTHERN TR CORP | 75,360 | $6.4B | 50.97% | |
| 339 | SCHN1EURSCHNITZER STEEL INDS INC | 224,492 | $6.4B | 50.51% | |
| 340 | CERTCERTARA INC | 474,246 | $6.3B | 49.79% | |
| 341 | NWNNORTHWEST NAT HLDG CO | 144,920 | $6.3B | 49.70% | |
| 342 | BBTBERKSHIRE HILLS BANCORP INC | 230,035 | $6.3B | 49.65% | |
| 343 | MEDMEDIFAST INC | 57,878 | $6.3B | 49.58% | |
| 344 | LUVSOUTHWEST AIRLS CO | 203,034 | $6.3B | 49.50% | |
| 345 | CMECME GROUP INC | 35,270 | $6.2B | 49.38% | |
| 346 | INGNINOGEN INC | 254,685 | $6.2B | 48.89% | |
| 347 | JWNUSDNORDSTROM INC | 369,583 | $6.2B | 48.88% | |
| 348 | JAMFJAMF HLDG CORP | 278,185 | $6.2B | 48.74% | |
| 349 | PRVAPRIVIA HEALTH GROUP INC | 180,088 | $6.1B | 48.49% | |
| 350 | EXREXTRA SPACE STORAGE INC | 35,428 | $6.1B | 48.37% | |
| 351 | AGYSAGILYSYS INC | 110,478 | $6.1B | 48.34% | |
| 352 | EPCEDGEWELL PERS CARE CO | 162,669 | $6.1B | 48.10% | |
| 353 | BROBROWN & BROWN INC | 99,192 | $6.0B | 47.42% | |
| 354 | VICRVICOR CORP | 100,809 | $6.0B | 47.13% | |
| 355 | BBSIBARRETT BUSINESS SVCS INC | 75,952 | $5.9B | 46.83% | |
| 356 | KDKYNDRYL HLDGS INC | 709,379 | $5.9B | 46.38% | |
| 357 | ELLAUDER ESTEE COS INC | 27,139 | $5.9B | 46.32% | |
| 358 | ADPAUTOMATIC DATA PROCESSING IN | 25,769 | $5.8B | 46.08% | |
| 359 | CSLCARLISLE COS INC | 20,706 | $5.8B | 45.90% | |
| 360 | ALLOALLOGENE THERAPEUTICS INC | 535,368 | $5.8B | 45.71% | |
| 361 | TNKTEEKAY TANKERS LTD | 209,501 | $5.8B | 45.61% | |
| 362 | KOCOCA COLA CO | 102,766 | $5.8B | 45.51% | |
| 363 | REXREX AMERICAN RES CORP | 206,089 | $5.8B | 45.49% | |
| 364 | MOVMOVADO GROUP INC | 203,945 | $5.7B | 45.43% | |
| 365 | ECVTECOVYST INC | 678,794 | $5.7B | 45.29% | |
| 366 | THGHANOVER INS GROUP INC | 44,666 | $5.7B | 45.25% | |
| 367 | SCSCSCANSOURCE INC | 215,504 | $5.7B | 44.99% | |
| 368 | EQHEQUITABLE HLDGS INC | 215,938 | $5.7B | 44.98% | |
| 369 | ARISUSDARIS WATER SOLUTIONS INC | 445,888 | $5.7B | 44.98% | |
| 370 | 37MMRC GLOBAL INC | 781,881 | $5.6B | 44.44% | |
| 371 | PEBPEBBLEBROOK HOTEL TR | 387,213 | $5.6B | 44.41% | |
| 372 | CUBICUSTOMERS BANCORP INC | 190,081 | $5.6B | 44.30% | |
| 373 | EGBNEAGLE BANCORP INC MD | 124,409 | $5.6B | 44.08% | |
| 374 | VRTVEURVERITIV CORP | 56,903 | $5.6B | 43.98% | |
| 375 | RYANRYAN SPECIALTY HOLDINGS INC | 135,653 | $5.5B | 43.56% | |
| 376 | CHRSCOHERUS BIOSCIENCES INC | 571,847 | $5.5B | 43.44% | |
| 377 | GCOGENESCO INC | 138,003 | $5.4B | 42.89% | |
| 378 | BANCBANC OF CALIFORNIA INC | 339,532 | $5.4B | 42.86% | |
| 379 | DOMODOMO INC | 298,573 | $5.4B | 42.46% | |
| 380 | ONTFON24 INC | 606,089 | $5.3B | 42.17% | |
| 381 | TDSTELEPHONE & DATA SYS INC | 380,556 | $5.3B | 41.82% | |
| 382 | TNETTRINET GROUP INC | 74,271 | $5.3B | 41.82% | |
| 383 | AMPHAMPHASTAR PHARMACEUTICALS IN | 188,039 | $5.3B | 41.77% | |
| 384 | MCHBHOMESTREET INC | 182,648 | $5.3B | 41.60% | |
| 385 | BCRXBIOCRYST PHARMACEUTICALS INC | 416,526 | $5.2B | 41.49% | |
| 386 | HAINHAIN CELESTIAL GROUP INC | 309,892 | $5.2B | 41.35% | |
| 387 | HCATHEALTH CATALYST INC | 537,778 | $5.2B | 41.23% | |
| 388 | HVTHAVERTY FURNITURE COS INC | 209,027 | $5.2B | 41.15% | |
| 389 | T77LENDINGTREE INC NEW | 217,735 | $5.2B | 41.07% | |
| 390 | CCCCCC INTELLIGENT SOLUTIONS HL | 570,825 | $5.2B | 41.07% | |
| 391 | OXMOXFORD INDS INC | 56,390 | $5.1B | 40.02% | |
| 392 | OI*O-I GLASS INC | 390,900 | $5.1B | 40.02% | |
| 393 | UPLDUPLAND SOFTWARE INC | 618,322 | $5.0B | 39.74% | |
| 394 | AVDAMERICAN VANGUARD CORP | 267,799 | $5.0B | 39.59% | |
| 395 | LPSNUSDLIVEPERSON INC | 519,543 | $4.9B | 38.69% | |
| 396 | BTUPEABODY ENERGY CORP | 196,633 | $4.9B | 38.58% | |
| 397 | ARLOARLO TECHNOLOGIES INC | 1,050,168 | $4.9B | 38.52% | |
| 398 | —DUCK CREEK TECHNOLOGIES INC | 410,720 | $4.9B | 38.48% | |
| 399 | XNCRXENCOR INC | 184,078 | $4.8B | 37.80% | |
| 400 | HSIHEIDRICK & STRUGGLES INTL IN | 183,847 | $4.8B | 37.77% |