WEDGE CAPITAL MANAGEMENT L L P/NC Q1 2018 Filing

Filed May 1, 2018

Portfolio Value

$10.4B

Holdings

582

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (582 positions)

#	Stock	Shares	Value	% Portfolio
1	ALLYAlly Financial Inc	8,531,683	$231.6M	2.22%
2	UHSUniversal Health Services, Inc. Class B	1,927,332	$228.2M	2.19%
3	EQTEQT Corporation	4,103,585	$195.0M	1.87%
4	T7DTransDigm Group Incorporated	602,457	$184.9M	1.77%
5	—Great Plains Energy Incorporated	5,480,309	$174.2M	1.67%
6	ZBHZimmer Biomet Holdings, Inc.	1,512,433	$164.9M	1.58%
7	DOVDover Corporation	1,647,516	$161.8M	1.55%
8	MURMurphy Oil Corporation	6,096,028	$157.5M	1.51%
9	4DHDana Incorporated	5,568,036	$143.4M	1.38%
10	FNFFidelity National Financial, Inc. - FNF Group	3,538,405	$141.6M	1.36%
11	DHID.R. Horton, Inc.	3,197,973	$140.2M	1.35%
12	PNWPinnacle West Capital Corporation	1,721,194	$137.4M	1.32%
13	WYNEURWyndham Worldwide Corporation	1,197,202	$137.0M	1.31%
14	EPREPR Properties	2,458,422	$136.2M	1.31%
15	RSGRepublic Services, Inc.	2,026,319	$134.2M	1.29%
16	MRVLMarvell Technology Group Ltd.	6,333,845	$133.0M	1.28%
17	AERAerCap Holdings NV	2,357,472	$119.6M	1.15%
18	LAMRLamar Advertising Company Class A	1,827,931	$116.4M	1.12%
19	KEYSKeysight Technologies Inc	2,162,811	$113.3M	1.09%
20	MDMEDNAX, Inc.	1,959,985	$109.0M	1.05%
21	EMNEastman Chemical Company	1,022,537	$108.0M	1.04%
22	ASHAshland Global Holdings, Inc.	1,538,653	$107.4M	1.03%
23	AIZAssurant, Inc.	1,157,580	$105.8M	1.02%
24	PKGPackaging Corporation of America	926,056	$104.4M	1.00%
25	OIEUROwens-Illinois, Inc.	4,613,497	$99.9M	0.96%
26	WFRDWeatherford International plc	43,517,528	$99.7M	0.96%
27	TQJSignature Bank	655,501	$93.0M	0.89%
28	AVBAvalonBay Communities, Inc.	562,933	$92.6M	0.89%
29	BFHAlliance Data Systems Corporation	403,283	$85.8M	0.82%
30	UGIUGI Corporation	1,889,862	$83.9M	0.81%
31	ALKAlaska Air Group, Inc.	1,335,938	$82.8M	0.79%
32	ATGEAdtalem Global Education Inc.	1,738,565	$82.7M	0.79%
33	CITUSDCIT Group Inc.	1,438,821	$74.1M	0.71%
34	—Delphi Technologies Plc	1,429,319	$68.1M	0.65%
35	—MGM Growth Properties LLC Class A	2,503,871	$66.5M	0.64%
36	MFAUSDMFA Financial, Inc.	8,720,102	$65.7M	0.63%
37	AANUSDAaron's, Inc.	1,382,259	$64.4M	0.62%
38	FITBFifth Third Bancorp	2,016,444	$64.0M	0.61%
39	CFRCullen/Frost Bankers, Inc.	569,952	$60.5M	0.58%
40	ENOVColfax Corporation	1,786,944	$57.0M	0.55%
41	PBProsperity Bancshares, Inc.	745,642	$54.2M	0.52%
42	BURLBurlington Stores, Inc.	398,171	$53.0M	0.51%
43	BBYBest Buy Co., Inc.	741,412	$51.9M	0.50%
44	PHMPulteGroup, Inc.	1,750,420	$51.6M	0.50%
45	HDHome Depot, Inc.	284,795	$50.8M	0.49%
46	TOLToll Brothers, Inc.	1,167,429	$50.5M	0.48%
47	STAGSTAG Industrial, Inc.	2,104,896	$50.3M	0.48%
48	LMTLockheed Martin Corporation	146,638	$49.6M	0.48%
49	RTN1USDRaytheon Company	229,161	$49.5M	0.47%
50	NOCNorthrop Grumman Corporation	141,014	$49.2M	0.47%
51	INTCIntel Corporation	944,544	$49.2M	0.47%
52	AIGAmerican International Group, Inc.	898,836	$48.9M	0.47%
53	MCOMoody's Corporation	301,001	$48.6M	0.47%
54	MANManpowerGroup Inc.	420,044	$48.3M	0.46%
55	ADIAnalog Devices, Inc.	528,696	$48.2M	0.46%
56	SPGIS&P Global, Inc.	251,695	$48.1M	0.46%
57	GDGeneral Dynamics Corporation	217,432	$48.0M	0.46%
58	THOThor Industries, Inc.	412,712	$47.5M	0.46%
59	CICigna Corporation	282,575	$47.4M	0.45%
60	LVSLas Vegas Sands Corp.	653,335	$47.0M	0.45%
61	ACMAECOM	1,315,024	$46.9M	0.45%
62	AKXANSYS, Inc.	297,987	$46.7M	0.45%
63	AAPLApple Inc.	277,676	$46.6M	0.45%
64	TSSTotal System Services, Inc.	538,658	$46.5M	0.45%
65	GPNGlobal Payments Inc.	416,213	$46.4M	0.45%
66	FFIVF5 Networks, Inc.	319,948	$46.3M	0.44%
67	FISVFiserv, Inc.	646,238	$46.1M	0.44%
68	APHAmphenol Corporation Class A	534,281	$46.0M	0.44%
69	MSIMotorola Solutions, Inc.	435,503	$45.9M	0.44%
70	TELTE Connectivity Ltd.	457,498	$45.7M	0.44%
71	CLSCA, Inc.	1,339,720	$45.4M	0.44%
72	NVDANVIDIA Corporation	192,405	$44.6M	0.43%
73	MUMicron Technology, Inc.	835,918	$43.6M	0.42%
74	BACBank of America Corporation	1,435,862	$43.1M	0.41%
75	—Great Western Bancorp, Inc.	1,022,285	$41.2M	0.40%
76	—TCF Financial Corporation	1,712,915	$39.1M	0.38%
77	—Integrated Device Technology, Inc.	1,272,623	$38.9M	0.37%
78	SXIStandex International Corporation	404,678	$38.6M	0.37%
79	ENSEnerSys	552,416	$38.3M	0.37%
80	CNCCentene Corporation	338,653	$36.2M	0.35%
81	UTHUnited Therapeutics Corporation	320,892	$36.1M	0.35%
82	PNFPPinnacle Financial Partners, Inc.	556,252	$35.7M	0.34%
83	WCGEURWellCare Health Plans, Inc.	182,411	$35.3M	0.34%
84	DVADaVita Inc.	528,668	$34.9M	0.33%
85	MDTMedtronic plc	433,047	$34.7M	0.33%
86	PFEPfizer Inc.	978,657	$34.7M	0.33%
87	LMEURLegg Mason, Inc.	847,719	$34.5M	0.33%
88	JNJJohnson & Johnson	267,498	$34.3M	0.33%
89	GWRUSDGenesee & Wyoming, Inc. Class A	481,913	$34.1M	0.33%
90	DHRDanaher Corporation	346,032	$33.9M	0.33%
91	W3UWestern Union Company	1,760,266	$33.9M	0.32%
92	—Vectren Corporation	529,459	$33.8M	0.32%
93	MRKMerck & Co., Inc.	621,290	$33.8M	0.32%
94	SJMJ. M. Smucker Company	272,108	$33.7M	0.32%
95	TSNTyson Foods, Inc. Class A	460,733	$33.7M	0.32%
96	—SunTrust Banks, Inc.	494,768	$33.7M	0.32%
97	METMetLife, Inc.	727,398	$33.4M	0.32%
98	BIIBBiogen Inc.	121,720	$33.3M	0.32%
99	JPMJPMorgan Chase & Co.	302,612	$33.3M	0.32%
100	RFRegions Financial Corporation	1,771,327	$32.9M	0.32%

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