WEDGE CAPITAL MANAGEMENT L L P/NC Q1 2023 Filing

Filed April 11, 2023

Portfolio Value

$5.9T

Holdings

426

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (426 positions)

StockValue
TXNTexas Instruments Inc
$94.2M
AAPLApple Inc
$81.9M
FTNTFortinet Inc
$79.9M
CDNSCadence Design Systems Inc
$78.3M
INTUIntuit Inc
$76.8M
PAYXPaychex Inc
$76.3M
APHAmphenol Corp
$76.1M
DOXAmdocs Ltd
$75.2M
ANETEURArista Networks Inc
$73.9M
KLACKLA-Tencor Corp
$73.5M
ITGartner Inc
$72.5M
FLT1EURFleetCor Technologies Inc
$71.0M
KEYSKeysight Technologies Inc
$70.4M
BAHBooz Allen Hamilton Holding Co
$70.2M
CDWCDW Corp
$69.9M
ALLYAlly Financial Inc
$51.7M
DOVDover Corp
$48.4M
CIThe Cigna Group Com
$45.0M
STAGSTAG Industrial Inc
$43.1M
FNFFidelity Natl Financial Inc
$41.7M
HSICSchein Henry Inc
$41.0M
MCKMcKesson Corp
$40.7M
JAZZJazz Pharmaceuticals plc
$39.9M
GISGeneral Mills Inc
$39.8M
BIIBBiogen Inc
$39.4M
HOLXHologic Inc
$39.4M
AMGNAmgen Inc
$39.3M
KRKroger Co
$39.3M
DGXQuest Diagnostics Inc
$39.0M
ABGAmerisourceBergen Corp
$38.5M
BMYBristol-Myers Squibb Co
$38.1M
Laboratory Corp of America Hol
$38.1M
CAHCardinal Health Inc
$38.0M
ABBVAbbVie Inc
$38.0M
SJMJ.M. Smucker Co
$37.9M
ELVElevance Health Inc
$37.3M
AXSAxis Capital Holdings Ltd
$37.0M
HUMHumana Inc
$36.7M
CVSCVS Health Corp
$36.1M
CNCCentene Corp
$35.8M
MOHMolina Healthcare Inc
$35.5M
FTVFortive Corp
$35.5M
NXSTNexstar Media Group Inc
$35.4M
PORPortland General Electric Co
$35.2M
CSLCarlisle Cos Inc
$35.1M
PDCEUSDPDC Energy Inc
$32.8M
UNMUnum Group
$32.6M
TRVCCitigroup Inc
$32.2M
GPNGlobal Payments Inc
$32.0M
HIGThe Hartford Financial Service
$31.7M
IPGInterpublic Group of Cos Inc
$31.5M
A4SAmeriprise Financial Inc
$31.4M
COFCapital One Financial Corp
$31.4M
GSThe Goldman Sachs Group Inc
$31.3M
OMCOmnicom Group Inc
$31.3M
CASYCaseys General Stores Inc
$31.1M
BENFranklin Resources Inc
$31.1M
BYDBoyd Gaming Corp
$31.0M
PRKSSeaWorld Entertainment Inc
$31.0M
NVRNVR Inc
$30.8M
DFSEURDiscover Financial Services
$30.7M
ROSTRoss Stores Inc
$30.5M
MUSAMurphy USA Inc
$30.5M
ULTAUlta Beauty Inc
$30.5M
MARMarriott Intl Inc
$30.3M
JEFJefferies Financial Group Inc
$30.2M
ORLYO'Reilly Automotive Inc
$30.2M
APAAPA Corporation
$29.9M
HRBH&R Block Inc
$29.9M
TSCOTractor Supply Co
$29.8M
MKLMarkel Corp
$29.8M
BJBjs Whsl Club Holdings Inc
$29.8M
CUCAAvis Budget Group
$29.8M
AZOAutoZone Inc
$29.7M
PAGPenske Automotive Group Inc
$29.1M
EQHEquitable Holdings Inc
$29.1M
RSGRepublic Services Inc
$29.0M
DKSDicks Sporting Goods Inc
$28.6M
DECKDeckers Outdoor Corp
$28.4M
LENLennar Corp
$28.3M
ANAutoNation Inc
$27.9M
SYFSynchrony Financial
$27.9M
ZBHZimmer Biomet Holdings Inc
$27.5M
OMFOneMain Holdings Inc
$27.4M
EHCEncompass Health Corp
$27.4M
CFGCitizens Financial Group Inc
$27.2M
WHWyndham Hotels & Resorts Inc
$27.2M
OZKBank Ozk
$27.0M
PAHUSDElement Solutions Inc
$26.9M
WF2Wintrust Financial Corp
$26.9M
DDSDillard's Inc
$26.8M
BPBP p.l.c.
$25.6M
SHELShell PLC Spon ADS
$25.5M
TTENTOTAL SE SPONSORED ADS
$25.5M
BKRBaker Hughes Company
$25.0M
ATGEAdtalem Global Education Inc
$24.9M
COPConocoPhillips
$24.7M
MRO*Marathon Oil Corp
$24.3M
SMSM Energy Co
$24.2M
LFUSLittelfuse Inc
$23.8M
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