WEDGE CAPITAL MANAGEMENT L L P/NC Q1 2022 Filing

Filed April 12, 2022

Portfolio Value

$7.4B

Holdings

418

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (418 positions)

StockValue
ALLYAlly Financial Inc
$90.3B
OMFOneMain Holdings Inc
$85.0B
TXNTexas Instruments Inc
$75.1B
MSFTMicrosoft Corp
$63.2B
DOVDover Corp
$62.1B
ANETEURArista Networks Inc
$61.0B
FTNTFortinet Inc
$60.9B
AXSAxis Capital Holdings Ltd
$59.7B
ONON Semiconductor Corp
$59.5B
AAPLApple Inc
$59.3B
FNFFidelity Natl Financial Inc
$59.3B
NVDANVIDIA Corp
$59.0B
ITGartner Inc
$57.6B
ACNAccenture plc
$56.8B
CDNSCadence Design Systems Inc
$56.5B
ORCLOracle Corp
$56.2B
NTAPNetApp Inc
$55.3B
PAYXPaychex Inc
$55.3B
KLACKLA-Tencor Corp
$55.1B
AMATApplied Materials Inc
$55.1B
CDWCDW Corp
$55.0B
APHAmphenol Corp
$55.0B
STAGSTAG Industrial Inc
$54.6B
AWMSkyworks Solutions Inc
$54.2B
TELTE Connectivity Ltd Reg
$53.0B
ZBRAZebra Technologies Corp
$52.5B
KEYSKeysight Technologies Inc
$52.1B
CTSHCognizant Technology Solutions
$52.0B
INTUIntuit Inc
$50.9B
7HPHP Inc
$50.5B
LRCXEURLam Research Corp
$50.1B
CSLCarlisle Cos Inc
$50.0B
ZBHZimmer Biomet Holdings Inc
$49.7B
RSGRepublic Services Inc
$49.3B
NXSTNexstar Media Group Inc
$48.5B
CICigna Corp
$48.0B
STXSeagate Technology Hldngs PLC
$47.6B
SLMSLM Corp
$46.8B
EHCEncompass Health Corp
$46.6B
HIIHuntington Ingalls Industries
$45.9B
4DHDana Inc
$45.6B
HCAHCA Healthcare Inc
$43.9B
ACGLArch Capital Group Ltd
$43.6B
APAAPA Corporation
$43.5B
LOWLowe's Cos Inc
$42.5B
DLTRDollar Tree Inc
$42.5B
USFDUS Foods Holding Corp
$42.2B
ETREntergy Corp
$41.6B
AZOAutoZone Inc
$41.5B
PORPortland General Electric Co
$40.0B
TNLTravel and Leisure Co
$39.4B
PAHUSDElement Solutions Inc
$39.4B
ULTAUlta Beauty Inc
$38.6B
GPNGlobal Payments Inc
$38.5B
FTVFortive Corp
$38.4B
TSCOTractor Supply Co
$37.9B
ABGAmerisourceBergen Corp
$37.8B
RLRalph Lauren Corp
$37.7B
EQTEQT Corp
$37.2B
TQJSignature Bank
$37.2B
BMYBristol-Myers Squibb Co
$37.1B
UHSUniversal Health Services Inc
$37.1B
DRIDarden Restaurants Inc
$36.9B
LENLennar Corp
$36.8B
DKSDicks Sporting Goods Inc
$36.8B
ELVAnthem Inc
$36.7B
RHIRobert Half Intl Inc
$36.7B
PHMPulteGroup Inc
$36.6B
HSICSchein Henry Inc
$36.6B
TOLToll Brothers Inc
$36.5B
MCKMcKesson Corp
$36.5B
NVRNVR Inc
$36.4B
ABBVAbbVie Inc
$36.4B
WSMWilliams-Sonoma Inc
$36.2B
KMXCarMax Inc
$36.1B
MKLMarkel Corp
$35.8B
METMetLife Inc
$35.8B
AMGNAmgen Inc
$35.6B
KHCKraft Heinz Co
$35.6B
JNJJohnson & Johnson
$35.3B
PRUPrudential Financial Inc
$35.2B
HOLXHologic Inc
$34.7B
PG4Principal Financial Group Inc
$34.6B
MOHMolina Healthcare Inc
$34.5B
PFEPfizer Inc
$34.3B
BYDBoyd Gaming Corp
$34.3B
THCTenet Healthcare Corp New
$34.2B
HUMHumana Inc
$33.8B
SJMJ.M. Smucker Co
$33.7B
DYHTarget Corp
$33.7B
TSNTyson Foods Inc
$33.6B
GISGeneral Mills Inc
$33.6B
PNFPPinnacle Financial Partners In
$33.2B
KRKroger Co
$33.2B
DHID.R. Horton Inc
$33.2B
LHXL3harris Technologies Inc
$33.2B
4I1Philip Morris Intl Inc
$33.2B
A4SAmeriprise Financial Inc
$33.1B
ATGEAdtalem Global Education Inc
$32.9B
ANAutoNation Inc
$32.7B
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