WEDGE CAPITAL MANAGEMENT L L P/NC Q1 2019 Filing

Filed May 2, 2019

Portfolio Value

$8.8B

Holdings

572

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (572 positions)

#	Stock	Shares	Value	% Portfolio
1	UHSUniversal Health Services, Inc. Class B	1,442,569	$193.0M	2.20%
2	ALLYAlly Financial Inc	6,892,973	$189.5M	2.16%
3	T7DTransDigm Group Incorporated	345,183	$156.7M	1.79%
4	ZBHZimmer Biomet Holdings, Inc.	1,183,358	$151.1M	1.72%
5	FEFirstEnergy Corp.	3,314,848	$137.9M	1.57%
6	RSGRepublic Services, Inc.	1,638,848	$131.7M	1.50%
7	MURMurphy Oil Corporation	4,301,245	$126.0M	1.44%
8	ATGEAdtalem Global Education Inc.	2,677,303	$124.0M	1.41%
9	DOVDover Corporation	1,319,403	$123.8M	1.41%
10	EPREPR Properties	1,600,487	$123.1M	1.40%
11	ASHAshland Global Holdings, Inc.	1,508,861	$117.9M	1.34%
12	AANUSDAaron's, Inc.	2,115,364	$111.3M	1.27%
13	LAMRLamar Advertising Company Class A	1,354,535	$107.4M	1.22%
14	4DHDana Incorporated	5,849,457	$103.8M	1.18%
15	FNFFidelity National Financial, Inc. - FNF Group	2,829,655	$103.4M	1.18%
16	EQTEQT Corporation	4,739,954	$98.3M	1.12%
17	ETRNUSDEquitrans Midstream Corp.	4,416,560	$96.2M	1.10%
18	TQJSignature Bank	746,402	$95.6M	1.09%
19	AVBAvalonBay Communities, Inc.	472,813	$94.9M	1.08%
20	AERAerCap Holdings NV	2,019,635	$94.0M	1.07%
21	OIEUROwens-Illinois, Inc.	4,770,864	$90.6M	1.03%
22	MRVLMarvell Technology Group Ltd.	4,546,541	$90.4M	1.03%
23	PKGPackaging Corporation of America	907,357	$90.2M	1.03%
24	AIZAssurant, Inc.	874,116	$83.0M	0.95%
25	UGIUGI Corporation	1,463,603	$81.1M	0.92%
26	WYNEURWyndham Destinations, Inc.	1,766,970	$71.5M	0.82%
27	BFHAlliance Data Systems Corporation	402,529	$70.4M	0.80%
28	OPTUAltice USA, Inc. Class A	3,174,988	$68.2M	0.78%
29	EVRGEvergy, Inc.	1,116,477	$64.8M	0.74%
30	—MGM Growth Properties LLC Class A	2,003,207	$64.6M	0.74%
31	PNFPPinnacle Financial Partners, Inc.	1,138,828	$62.3M	0.71%
32	EMNEastman Chemical Company	790,400	$60.0M	0.68%
33	MFAUSDMFA Financial, Inc.	7,720,056	$56.1M	0.64%
34	CICigna Corporation	315,846	$50.8M	0.58%
35	ALKAlaska Air Group, Inc.	887,062	$49.8M	0.57%
36	FITBFifth Third Bancorp	1,947,258	$49.1M	0.56%
37	QVCAUSDQurate Retail, Inc. Class A	3,072,530	$49.1M	0.56%
38	CDNSCadence Design Systems, Inc.	710,583	$45.1M	0.51%
39	MSFTMicrosoft Corporation	381,704	$45.0M	0.51%
40	AZPNUSDAspen Technology, Inc.	430,480	$44.9M	0.51%
41	PAYCPaycom Software, Inc.	234,778	$44.4M	0.51%
42	PORPortland General Electric Company	856,101	$44.4M	0.51%
43	ORCLOracle Corporation	825,514	$44.3M	0.51%
44	CSCOCisco Systems, Inc.	820,977	$44.3M	0.51%
45	SJMJ.M. Smucker Company	378,352	$44.1M	0.50%
46	GPNGlobal Payments Inc.	322,062	$44.0M	0.50%
47	TSSTotal System Services, Inc.	462,214	$43.9M	0.50%
48	PAYXPaychex, Inc.	544,952	$43.7M	0.50%
49	CDWCDW Corp.	453,320	$43.7M	0.50%
50	FISVFiserv, Inc.	492,729	$43.5M	0.50%
51	WCGEURWellCare Health Plans, Inc.	160,970	$43.4M	0.49%
52	AIGAmerican International Group, Inc.	1,002,297	$43.2M	0.49%
53	KEYSKeysight Technologies Inc	492,170	$42.9M	0.49%
54	AKXANSYS, Inc.	234,868	$42.9M	0.49%
55	GISGeneral Mills, Inc.	828,360	$42.9M	0.49%
56	INTCIntel Corporation	789,464	$42.4M	0.48%
57	TSNTyson Foods, Inc. Class A	606,537	$42.1M	0.48%
58	MSIMotorola Solutions, Inc.	298,993	$42.0M	0.48%
59	APHAmphenol Corporation Class A	443,693	$41.9M	0.48%
60	STAGSTAG Industrial, Inc.	1,411,442	$41.8M	0.48%
61	LMTLockheed Martin Corporation	139,248	$41.8M	0.48%
62	MOHMolina Healthcare, Inc.	291,769	$41.4M	0.47%
63	BURLBurlington Stores, Inc.	263,042	$41.2M	0.47%
64	JAZZJazz Pharmaceuticals Plc	286,441	$40.9M	0.47%
65	BACBank of America Corp	1,480,103	$40.8M	0.47%
66	ANETEURArista Networks, Inc.	129,382	$40.7M	0.46%
67	—QTS Realty Trust, Inc. Class A	901,299	$40.5M	0.46%
68	KLACKLA-Tencor Corporation	338,515	$40.4M	0.46%
69	—Allergan plc	275,124	$40.3M	0.46%
70	CTXSEURCitrix Systems, Inc.	402,389	$40.1M	0.46%
71	DYHTarget Corporation	497,600	$39.9M	0.46%
72	AZOAutoZone, Inc.	38,938	$39.9M	0.45%
73	JNJJohnson & Johnson	283,812	$39.7M	0.45%
74	ORLYO'Reilly Automotive, Inc.	102,113	$39.6M	0.45%
75	HOLXHologic, Inc.	819,060	$39.6M	0.45%
76	ABGAmerisourceBergen Corporation	497,699	$39.6M	0.45%
77	UTHUnited Therapeutics Corporation	335,155	$39.3M	0.45%
78	ENOVColfax Corporation	1,324,728	$39.3M	0.45%
79	GILDGilead Sciences, Inc.	603,969	$39.3M	0.45%
80	MCKMcKesson Corporation	334,498	$39.2M	0.45%
81	SPGIS&P Global, Inc.	185,091	$39.0M	0.44%
82	VFCV.F. Corporation	447,924	$38.9M	0.44%
83	CIENCiena Corporation	1,040,039	$38.8M	0.44%
84	TSCOTractor Supply Company	395,451	$38.7M	0.44%
85	SPBSpectrum Brands Holdings, Inc.	705,202	$38.6M	0.44%
86	BABoeing Company	99,596	$38.0M	0.43%
87	CAHCardinal Health, Inc.	787,735	$37.9M	0.43%
88	GRMNGarmin Ltd.	437,844	$37.8M	0.43%
89	ELVAnthem, Inc.	130,629	$37.5M	0.43%
90	DECKDeckers Outdoor Corporation	253,954	$37.3M	0.43%
91	RCLRoyal Caribbean Cruises Ltd.	321,810	$36.9M	0.42%
92	NCLHNorwegian Cruise Line Holdings Ltd.	662,898	$36.4M	0.42%
93	HLTHilton Worldwide Holdings Inc	437,481	$36.4M	0.41%
94	RHIRobert Half International Inc.	549,352	$35.8M	0.41%
95	THSTreeHouse Foods, Inc.	554,176	$35.8M	0.41%
96	FHBFirst Hawaiian, Inc.	1,365,181	$35.6M	0.41%
97	DISCKUSDDiscovery, Inc. Class C	1,380,410	$35.1M	0.40%
98	VACMarriott Vacations Worldwide Corporation	365,811	$34.2M	0.39%
99	PBProsperity Bancshares, Inc.(R)	418,996	$28.9M	0.33%
100	GWRUSDGenesee & Wyoming, Inc. Class A	325,915	$28.4M	0.32%

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