WEDGE CAPITAL MANAGEMENT L L P/NC Q1 2025 Filing

Filed April 14, 2025

Portfolio Value

$5.2B

Holdings

512

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (512 positions)

StockValue
AAPLApple Inc
$61.8M
SSNCSS&C Technologies Holdings Inc
$59.1M
GDDYGoDaddy Inc
$58.8M
DOXAmdocs Ltd
$58.6M
MSFTMicrosoft Corp
$58.3M
INTUIntuit Inc
$57.9M
DBXDROPBOX INC
$57.2M
PAYXPaychex Inc
$56.9M
CVLTCommVault Systems Inc
$56.8M
NOCNorthrop Grumman Corp
$56.4M
KLACKLA-Tencor Corp
$55.8M
ADSKAutodesk Inc
$55.7M
CDNSCadence Design Systems Inc
$55.6M
CWCurtiss-Wright Corp
$55.6M
CSCOCisco Systems Inc
$55.3M
APHAmphenol Corp
$54.8M
FTNTFortinet Inc
$54.7M
GOOGLAlphabet Inc Cap Stock Cl A
$54.3M
FFIVF5 Inc Com
$54.1M
METAMeta Platforms Inc
$53.2M
JBLJabil Inc
$51.3M
STXSeagate Technology Hldngs PLC
$50.8M
NTAPNetApp Inc
$50.5M
FNFabrinet
$50.3M
HCAHCA Healthcare Inc
$45.1M
CASYCaseys General Stores Inc
$44.4M
ALLYAlly Financial Inc
$44.2M
EATBrinker Intl Inc
$43.3M
CCLCarnival Corp
$43.2M
HRBH&R Block Inc
$43.0M
FOXFox Corporation
$42.1M
URBNUrban Outfitters Inc
$40.5M
LTHLife Time Group Holdings Inc C
$40.5M
THCTenet Healthcare Corp New
$40.4M
DVADaVita Inc
$39.8M
GRMNGarmin Ltd
$39.4M
EBAeBay Inc
$39.3M
HOLXHologic Inc
$38.7M
LRNStride Inc
$38.6M
EQHEquitable Holdings Inc
$38.6M
SOLVSolventum Corp
$38.4M
UNMUnum Group
$37.6M
RLRalph Lauren Corp
$37.5M
LADLithia Motors Inc Cl A
$37.1M
RCLRoyal Caribbean Group
$37.1M
TPRTapestry Inc
$36.6M
GPIGroup 1 Automotive Inc
$36.0M
HIGHartford Insurance Group Inc C
$35.8M
DECKDeckers Outdoor Corp
$35.8M
RFRegions Financial Corp
$35.5M
MOHMolina Healthcare Inc
$35.3M
AERAerCap Holdings NV
$35.2M
CAHCardinal Health Inc
$35.2M
SYFSynchrony Financial
$35.1M
WFCWells Fargo & Co
$34.9M
4I1Philip Morris Intl Inc
$34.8M
FNFFidelity Natl Financial Inc
$34.5M
STTState Street Corp
$34.3M
PRUPrudential Financial Inc
$34.2M
METMetLife Inc
$34.1M
GILDGilead Sciences Inc
$33.7M
POSTPost Holdings Inc
$33.7M
JXNJackson Financial Inc Cl A
$33.6M
ABGCencora Inc Com
$33.5M
ABBVAbbVie Inc
$33.3M
A4SAmeriprise Financial Inc
$33.2M
TRVCCitigroup Inc
$33.1M
TAPMolson Coors Brewing Co
$33.1M
UTHUnited Therapeutics Corp
$33.1M
LNWOLight & Wonder Inc
$32.8M
ZIONZions Bancorporation
$32.8M
CNCCentene Corp
$32.8M
SYU1Synovus Financial Corp
$32.8M
MCKMcKesson Corp
$32.7M
DGXQuest Diagnostics Inc
$32.5M
GSThe Goldman Sachs Group Inc
$32.3M
VLYValley National Bancorp
$32.3M
LHLabcorp Holdings Inc
$32.1M
PFEPfizer Inc
$31.9M
RPRXRoyalty Pharma Plc Class A
$31.6M
JAZZJazz Pharmaceuticals plc
$29.8M
SLBSchlumberger Ltd
$22.7M
CSLCarlisle Cos Inc
$20.7M
MURMurphy Oil Corp
$19.1M
OVVOvintiv Inc
$17.7M
SMSM Energy Co
$17.4M
CIVICivitas Resources Inc New
$17.2M
SHELShell PLC Spon ADS
$16.9M
HALHalliburton Co
$16.5M
NOVNov Inc
$16.2M
BKRBaker Hughes Company
$16.0M
TTENTOTAL SE SPONSORED ADS
$15.9M
MKLMarkel Group Inc
$15.2M
BPBP p.l.c.
$15.1M
DOVDover Corp
$15.0M
EMEEMCOR Group Inc
$14.4M
BACVerizon Communications Inc
$13.6M
TMUST-Mobile US Inc
$13.5M
FTVFortive Corp
$13.5M
BRK/BBerkshire Hathaway Inc
$13.5M
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