WEDGE CAPITAL MANAGEMENT L L P/NC Q1 2021 Filing

Filed April 12, 2021

Portfolio Value

$8.4B

Holdings

528

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (528 positions)

#	Stock	Shares	Value	% Portfolio
1	ALLYAlly Financial Inc	2,727,250	$123.3M	1.47%
2	UHSUniversal Health Services, Inc. Class B	684,473	$91.3M	1.09%
3	DOVDover Corporation	621,066	$85.2M	1.01%
4	TXNTexas Instruments Incorporated	440,878	$83.3M	0.99%
5	4DHDana Incorporated	3,401,520	$82.8M	0.99%
6	RSGRepublic Services, Inc.	799,682	$79.4M	0.95%
7	PRGPROG Holdings, Inc.	1,796,938	$77.8M	0.93%
8	PNFPPinnacle Financial Partners, Inc.	818,706	$72.6M	0.86%
9	EVRGEvergy, Inc.	1,213,426	$72.2M	0.86%
10	KLACKLA Corporation	217,025	$71.7M	0.85%
11	LRCXEURLam Research Corporation	118,168	$70.3M	0.84%
12	AMATApplied Materials, Inc.	521,271	$69.6M	0.83%
13	ATGEAdtalem Global Education Inc.	1,752,529	$69.3M	0.82%
14	STAGSTAG Industrial, Inc.	2,044,584	$68.7M	0.82%
15	TQJSignature Bank	302,413	$68.4M	0.81%
16	ONON Semiconductor Corporation	1,642,820	$68.4M	0.81%
17	GLWCorning Inc	1,550,300	$67.5M	0.80%
18	FFIVF5 Networks, Inc.	321,196	$67.0M	0.80%
19	APHAmphenol Corporation Class A	1,011,127	$66.7M	0.79%
20	OMFOneMain Holdings, Inc.	1,229,122	$66.0M	0.79%
21	KEYSKeysight Technologies Inc	460,250	$66.0M	0.79%
22	CDNSCadence Design Systems, Inc.	480,774	$65.9M	0.78%
23	MSFTMicrosoft Corporation	277,846	$65.5M	0.78%
24	NVDANVIDIA Corporation	122,322	$65.3M	0.78%
25	AWMSkyworks Solutions, Inc.	354,111	$65.0M	0.77%
26	AAPLApple Inc.	530,382	$64.8M	0.77%
27	CDWCDW Corp.	390,277	$64.7M	0.77%
28	INTCIntel Corporation	1,007,568	$64.5M	0.77%
29	7HPHP Inc.	2,020,135	$64.1M	0.76%
30	FICOFair Isaac Corporation	131,456	$63.9M	0.76%
31	ORCLOracle Corporation	903,940	$63.4M	0.76%
32	LBRDKLiberty Broadband Corp. Class C	415,738	$62.4M	0.74%
33	CSLCarlisle Companies Incorporated	377,652	$62.2M	0.74%
34	STXSeagate Technology PLC	796,236	$61.1M	0.73%
35	ZBRAZebra Technologies Corporation Class A	123,868	$60.1M	0.72%
36	MUMicron Technology, Inc.	680,988	$60.1M	0.72%
37	ZBHZimmer Biomet Holdings, Inc.	374,335	$59.9M	0.71%
38	TELTE Connectivity Ltd.	462,724	$59.7M	0.71%
39	AXSAxis Capital Holdings Limited	1,186,960	$58.8M	0.70%
40	ETREntergy Corporation	589,666	$58.7M	0.70%
41	TNLTravel Leisure Co.	898,087	$54.9M	0.65%
42	OPTUAltice USA, Inc. Class A	1,687,759	$54.9M	0.65%
43	ACGLArch Capital Group Ltd.	1,342,085	$51.5M	0.61%
44	LHXL3Harris Technologies Inc	248,171	$50.3M	0.60%
45	FNFFidelity National Financial, Inc. - FNF Group	1,219,142	$49.6M	0.59%
46	QVCAUSDQurate Retail, Inc. Class A	4,110,829	$48.3M	0.58%
47	LOWLowe's Companies, Inc.	253,856	$48.3M	0.57%
48	ASHAshland Global Holdings, Inc.	535,484	$47.5M	0.57%
49	DGDollar General Corporation	230,793	$46.8M	0.56%
50	UGIUGI Corporation	1,130,552	$46.4M	0.55%
51	USFDUS Foods Holding Corp.	1,190,678	$45.4M	0.54%
52	SEESealed Air Corporation	964,177	$44.2M	0.53%
53	MKLMarkel Corporation	38,649	$44.0M	0.52%
54	EHCEncompass Health Corporation	536,823	$44.0M	0.52%
55	HCAHCA Healthcare Inc	233,230	$43.9M	0.52%
56	EMNEastman Chemical Company	396,148	$43.6M	0.52%
57	BACBank of America Corp	1,115,754	$43.2M	0.51%
58	—MGM Growth Properties LLC Class A	1,303,100	$42.5M	0.51%
59	WSMWilliams-Sonoma, Inc.	234,579	$42.0M	0.50%
60	AFGAmerican Financial Group, Inc.	362,988	$41.4M	0.49%
61	NXSTNexstar Media Group, Inc. Class A	293,827	$41.3M	0.49%
62	PORPortland General Electric Company	856,624	$40.7M	0.48%
63	GSGoldman Sachs Group, Inc.	123,891	$40.5M	0.48%
64	EVREvercore Inc Class A	297,700	$39.2M	0.47%
65	ENOVColfax Corporation	892,763	$39.1M	0.47%
66	RHRH	65,213	$38.9M	0.46%
67	T7DTransDigm Group Incorporated	65,797	$38.7M	0.46%
68	LENLennar Corporation Class A	380,059	$38.5M	0.46%
69	—QTS Realty Trust, Inc. Class A	595,654	$37.0M	0.44%
70	TSCOTractor Supply Company	206,851	$36.6M	0.44%
71	AIZAssurant, Inc.	257,268	$36.5M	0.43%
72	DHID.R. Horton, Inc.	408,923	$36.4M	0.43%
73	PHMPulteGroup, Inc.	694,363	$36.4M	0.43%
74	AZOAutoZone, Inc.	25,682	$36.1M	0.43%
75	WHRWhirlpool Corporation	159,839	$35.2M	0.42%
76	ANAutoNation, Inc.	374,221	$34.9M	0.42%
77	APAAPA Corp.	1,943,819	$34.8M	0.41%
78	LAMRLamar Advertising Company Class A	365,955	$34.4M	0.41%
79	TOLToll Brothers, Inc.	604,771	$34.3M	0.41%
80	LBEURL Brands, Inc.	551,252	$34.1M	0.41%
81	CROXCrocs, Inc.	422,199	$34.0M	0.40%
82	SJMJ.M. Smucker Company	267,901	$33.9M	0.40%
83	ITTITT, Inc.	372,835	$33.9M	0.40%
84	HUMHumana Inc.	80,357	$33.7M	0.40%
85	CAHCardinal Health, Inc.	554,135	$33.7M	0.40%
86	SMGScotts Miracle-Gro Company Class A	136,814	$33.5M	0.40%
87	GISGeneral Mills, Inc.	544,842	$33.4M	0.40%
88	BENFranklin Resources, Inc.	1,126,124	$33.3M	0.40%
89	DKSDick's Sporting Goods, Inc.	437,055	$33.3M	0.40%
90	LADLithia Motors, Inc. Class A	85,283	$33.3M	0.40%
91	DECKDeckers Outdoor Corporation	100,568	$33.2M	0.40%
92	GRMNGarmin Ltd.	251,480	$33.2M	0.39%
93	LHLaboratory Corporation of America Holdings	129,927	$33.1M	0.39%
94	ABGAmerisourceBergen Corporation	279,087	$33.0M	0.39%
95	4I1Philip Morris International Inc.	370,650	$32.9M	0.39%
96	DGXQuest Diagnostics Incorporated	255,215	$32.8M	0.39%
97	CAGConagra Brands, Inc.	871,082	$32.8M	0.39%
98	ATVIEURActivision Blizzard, Inc.	351,838	$32.7M	0.39%
99	PFEPfizer Inc.	899,909	$32.6M	0.39%
100	RXNEURRexnord Corporation	692,286	$32.6M	0.39%

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