WEDGE CAPITAL MANAGEMENT L L P/NC Q1 2024 Filing

Filed April 23, 2024

Portfolio Value

$6.2B

Holdings

493

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (493 positions)

StockValue
MUMicron Technology Inc
$101.2M
SMCIUSDSuper Micro Computer Inc
$90.0M
T7DTransDigm Group Inc
$89.5M
CPAYCorpay Inc
$87.7M
AAPLApple Inc
$87.2M
NTAPNetApp Inc
$86.3M
LRCXEURLam Research Corp
$86.2M
MSFTMicrosoft Corp
$85.8M
KLACKLA-Tencor Corp
$85.4M
ANETEURArista Networks Inc
$84.8M
AMATApplied Materials Inc
$84.7M
CDNSCadence Design Systems Inc
$84.2M
PAYXPaychex Inc
$83.8M
BAHBooz Allen Hamilton Holding Co
$83.5M
ITGartner Inc
$83.3M
DOXAmdocs Ltd
$82.1M
INTUIntuit Inc
$81.7M
FTNTFortinet Inc
$79.8M
ALLYAlly Financial Inc
$52.9M
CIThe Cigna Group Com
$51.7M
PHMPulteGroup Inc
$50.4M
HCAHCA Healthcare Inc
$49.5M
THCTenet Healthcare Corp New
$49.2M
TOLToll Brothers Inc
$48.7M
DDSDillard's Inc
$48.7M
LENLennar Corp
$46.3M
HOLXHologic Inc
$46.2M
DVADaVita Inc
$46.1M
MUSAMurphy USA Inc
$46.1M
RCLRoyal Caribbean Group
$46.0M
KBHKb Home Com
$45.6M
DECKDeckers Outdoor Corp
$44.9M
CASYCaseys General Stores Inc
$44.7M
DHID.R. Horton Inc
$44.7M
TAPMolson Coors Brewing Co
$44.5M
PVHPVH Corp
$44.2M
ORLYO'Reilly Automotive Inc
$43.7M
RFRegions Financial Corp
$43.7M
MARMarriott Intl Inc
$43.6M
TRVCCitigroup Inc
$43.4M
UNMUnum Group
$43.4M
POSTPost Holdings Inc
$42.5M
WFCWells Fargo & Co
$42.3M
W3UThe Western Union Co
$42.2M
RLRalph Lauren Corp
$42.2M
DKSDicks Sporting Goods Inc
$42.2M
PRUPrudential Financial Inc
$42.1M
SYFSynchrony Financial
$42.0M
AZOAutoZone Inc
$41.9M
GISGeneral Mills Inc
$41.8M
MOHMolina Healthcare Inc
$41.0M
FNFFidelity Natl Financial Inc
$40.8M
CAHCardinal Health Inc
$40.8M
LNWOLight & Wonder Inc
$40.8M
STTState Street Corp
$40.6M
GSThe Goldman Sachs Group Inc
$40.6M
BENFranklin Resources Inc
$40.5M
ZIONZions Bancorporation
$40.3M
ELVElevance Health Inc
$40.3M
MCKMcKesson Corp
$40.3M
HIGThe Hartford Financial Service
$40.2M
A4SAmeriprise Financial Inc
$40.1M
CNCCentene Corp
$40.1M
METMetLife Inc
$40.1M
SYU1Synovus Financial Corp
$39.9M
ABGCencora Inc Com
$39.8M
ABBVAbbVie Inc
$39.8M
UTHUnited Therapeutics Corp
$39.2M
BIIBBiogen Inc
$39.1M
4I1Philip Morris Intl Inc
$38.6M
Laboratory Corp of America Hol
$38.2M
ANFAbercrombie & Fitch Co
$37.2M
DOVDover Corp
$30.0M
SMSM Energy Co
$28.2M
CSLCarlisle Cos Inc
$23.2M
ALSNAllison Transmission Holdings
$23.0M
EQTEQT Corp
$22.5M
OVVOvintiv Inc
$22.2M
STAGSTAG Industrial Inc
$21.9M
EXEChesapeake Energy Corp
$21.7M
MRO*Marathon Oil Corp
$21.5M
MKLMarkel Group Inc
$20.7M
ATKRAtkore Intl Group Inc
$20.6M
HALHalliburton Co
$20.5M
BKRBaker Hughes Company
$20.2M
RRCRange Resources Corp
$20.1M
TTENTOTAL SE SPONSORED ADS
$19.7M
VSTVistra Energy Corp
$19.7M
SHELShell PLC Spon ADS
$19.5M
EMEEMCOR Group Inc
$19.2M
AXSAxis Capital Holdings Ltd
$19.0M
TNETTrinet Group Inc
$18.9M
BPBP p.l.c.
$18.7M
FTVFortive Corp
$17.9M
DGDollar General Corp
$17.1M
BLDRBuilders FirstSource Inc
$16.7M
TKRThe Timken Co
$16.6M
BCCBoise Cascade Co
$16.6M
BRK/BBerkshire Hathaway Inc
$16.5M
ACGLArch Capital Group Ltd
$15.4M
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