WEDGE CAPITAL MANAGEMENT L L P/NC Q1 2020 Filing

Filed April 13, 2020

Portfolio Value

$5.8B

Holdings

517

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (517 positions)

#	Stock	Shares	Value	% Portfolio
1	ALLYAlly Financial Inc	5,919,149	$85.4M	1.47%
2	UHSUniversal Health Services, Inc. Class B	838,898	$83.1M	1.43%
3	DOVDover Corporation	947,960	$79.6M	1.37%
4	ZBHZimmer Biomet Holdings, Inc.	773,198	$78.2M	1.35%
5	EVRGEvergy, Inc.	1,402,821	$77.2M	1.33%
6	USFDUS Foods Holding Corp.	4,340,221	$76.9M	1.33%
7	RSGRepublic Services, Inc.	1,021,070	$76.6M	1.32%
8	ATGEAdtalem Global Education Inc.	2,859,226	$76.6M	1.32%
9	PKGPackaging Corporation of America	845,301	$73.4M	1.27%
10	FEFirstEnergy Corp.	1,804,214	$72.3M	1.25%
11	ASHAshland Global Holdings, Inc.	1,284,522	$64.3M	1.11%
12	PNFPPinnacle Financial Partners, Inc.	1,706,323	$64.1M	1.10%
13	ETREntergy Corporation	664,750	$62.5M	1.08%
14	OPTUAltice USA, Inc. Class A	2,699,384	$60.2M	1.04%
15	LAMRLamar Advertising Company Class A	1,107,776	$56.8M	0.98%
16	AVBAvalonBay Communities, Inc.	379,085	$55.8M	0.96%
17	T7DTransDigm Group Incorporated	167,281	$53.6M	0.92%
18	TQJSignature Bank	652,731	$52.5M	0.90%
19	QVCAUSDQurate Retail, Inc. Class A	8,461,782	$51.7M	0.89%
20	MRVLMarvell Technology Group Ltd.	2,128,742	$48.2M	0.83%
21	AANUSDAaron's, Inc.	2,100,586	$47.9M	0.83%
22	—MGM Growth Properties LLC Class A	1,980,902	$46.9M	0.81%
23	AIZAssurant, Inc.	434,569	$45.2M	0.78%
24	PORPortland General Electric Company	896,706	$43.0M	0.74%
25	FNFFidelity National Financial, Inc. - FNF Group	1,705,185	$42.4M	0.73%
26	—QTS Realty Trust, Inc. Class A	711,206	$41.3M	0.71%
27	4DHDana Incorporated	5,275,431	$41.2M	0.71%
28	AXSAxis Capital Holdings Limited	1,060,367	$41.0M	0.71%
29	MSFTMicrosoft Corporation	258,972	$40.8M	0.70%
30	TPDTempur Sealy International Inc	910,431	$39.8M	0.69%
31	DGDollar General Corporation	258,828	$39.1M	0.67%
32	NVDANVIDIA Corporation	146,413	$38.6M	0.67%
33	AAPLApple Inc.	150,451	$38.3M	0.66%
34	INTCIntel Corporation	688,282	$37.3M	0.64%
35	CDNSCadence Design Systems, Inc.	562,114	$37.1M	0.64%
36	EPREPR Properties	1,531,106	$37.1M	0.64%
37	HUMHumana Inc.	117,727	$37.0M	0.64%
38	DECKDeckers Outdoor Corporation	275,210	$36.9M	0.64%
39	TSNTyson Foods, Inc. Class A	634,285	$36.7M	0.63%
40	SLMSLM Corp	5,041,212	$36.2M	0.63%
41	FISVFiserv, Inc.	377,586	$35.9M	0.62%
42	STXSeagate Technology PLC	730,657	$35.7M	0.61%
43	HIIHuntington Ingalls Industries, Inc.	195,043	$35.5M	0.61%
44	ACNAccenture Plc Class A	217,172	$35.5M	0.61%
45	BURLBurlington Stores, Inc.	219,053	$34.7M	0.60%
46	LRCXEURLam Research Corporation	144,319	$34.6M	0.60%
47	CERNCHFCerner Corporation	549,425	$34.6M	0.60%
48	FICOFair Isaac Corporation	112,410	$34.6M	0.60%
49	NVRNVR, Inc.	13,420	$34.5M	0.59%
50	AWMSkyworks Solutions, Inc.	385,615	$34.5M	0.59%
51	WYNEURWyndham Destinations, Inc.	1,574,232	$34.2M	0.59%
52	AZPNUSDAspen Technology, Inc.	356,112	$33.9M	0.58%
53	HOLXHologic, Inc.	962,008	$33.8M	0.58%
54	AMATApplied Materials, Inc.	733,037	$33.6M	0.58%
55	MCKMcKesson Corporation	248,146	$33.6M	0.58%
56	LENLennar Corporation Class A	877,172	$33.5M	0.58%
57	GPNGlobal Payments Inc.	232,096	$33.5M	0.58%
58	BIIBBiogen Inc.	105,606	$33.4M	0.58%
59	ORCLOracle Corporation	690,716	$33.4M	0.58%
60	DVADaVita Inc.	438,188	$33.3M	0.57%
61	DHID.R. Horton, Inc.	978,600	$33.3M	0.57%
62	AKAMAkamai Technologies, Inc.	362,744	$33.2M	0.57%
63	PFEPfizer Inc.	1,015,424	$33.1M	0.57%
64	RHRH	329,138	$33.1M	0.57%
65	PAYXPaychex, Inc.	525,260	$33.0M	0.57%
66	NOCNorthrop Grumman Corporation	109,070	$33.0M	0.57%
67	UNUSDUnilever NV ADR	673,550	$32.9M	0.57%
68	4I1Philip Morris International Inc.	443,775	$32.4M	0.56%
69	ABGAmerisourceBergen Corporation	361,636	$32.0M	0.55%
70	JNJJohnson & Johnson	242,459	$31.8M	0.55%
71	DYHTarget Corporation	341,697	$31.8M	0.55%
72	MOAltria Group Inc	815,199	$31.5M	0.54%
73	SPGIS&P Global, Inc.	128,053	$31.4M	0.54%
74	AZOAutoZone, Inc.	37,032	$31.3M	0.54%
75	—Laboratory Corporation of America Holdings	245,487	$31.0M	0.54%
76	UGIUGI Corporation	1,160,677	$31.0M	0.53%
77	AERAerCap Holdings NV	1,353,526	$30.8M	0.53%
78	LBRDKLiberty Broadband Corp. Class C	278,140	$30.8M	0.53%
79	STAGSTAG Industrial, Inc.	1,365,859	$30.8M	0.53%
80	PHMPulteGroup, Inc.	1,356,413	$30.3M	0.52%
81	CDWCDW Corp.	322,600	$30.1M	0.52%
82	EMNEastman Chemical Company	634,560	$29.6M	0.51%
83	MSIMotorola Solutions, Inc.	221,290	$29.4M	0.51%
84	KMBKimberly-Clark Corporation	227,285	$29.1M	0.50%
85	THSTreeHouse Foods, Inc.	655,222	$28.9M	0.50%
86	GISGeneral Mills, Inc.	547,479	$28.9M	0.50%
87	KEYSKeysight Technologies Inc	342,397	$28.7M	0.49%
88	ENOVColfax Corporation	1,439,422	$28.5M	0.49%
89	CPBCampbell Soup Company	613,629	$28.3M	0.49%
90	GRMNGarmin Ltd.	376,835	$28.2M	0.49%
91	PAYCPaycom Software, Inc.	137,187	$27.7M	0.48%
92	VACMarriott Vacations Worldwide Corporation	487,179	$27.1M	0.47%
93	BACBank of America Corp	1,267,404	$26.9M	0.46%
94	GSGoldman Sachs Group, Inc.	172,947	$26.7M	0.46%
95	W3UWestern Union Company	1,449,509	$26.3M	0.45%
96	BBYBest Buy Co., Inc.	460,267	$26.2M	0.45%
97	—El Paso Electric Company	381,865	$26.0M	0.45%
98	EQTEQT Corporation	3,523,600	$24.9M	0.43%
99	MURMurphy Oil Corporation	4,029,882	$24.7M	0.43%
100	ITTITT, Inc.	506,277	$23.0M	0.40%

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