WEDGE CAPITAL MANAGEMENT L L P/NC Q2 2017 Filing

Filed August 2, 2017

Portfolio Value

$10.4B

Holdings

562

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (562 positions)

#	Stock	Shares	Value	% Portfolio
1	UHSUNIVERSAL HEALTH SERVICES, INC. CLASS B	1,777,457	$217.0M	2.08%
2	EQTEQT CORPORATION	3,142,162	$184.1M	1.76%
3	T7DTRANSDIGM GROUP INCORPORATED	670,839	$180.4M	1.73%
4	ZBHZIMMER BIOMET HOLDINGS, INC.	1,382,080	$177.5M	1.70%
5	ALLYALLY FINANCIAL INC	7,536,055	$157.5M	1.51%
6	MURMURPHY OIL CORPORATION	5,947,153	$152.4M	1.46%
7	4DHDANA INCORPORATED	6,631,577	$148.1M	1.42%
8	—GREAT PLAINS ENERGY INCORPORATED	5,032,003	$147.3M	1.41%
9	PNWPINNACLE WEST CAPITAL CORPORATION	1,710,898	$145.7M	1.40%
10	DOVDOVER CORPORATION	1,793,184	$143.8M	1.38%
11	WYNEURWYNDHAM WORLDWIDE CORPORATION	1,368,569	$137.4M	1.32%
12	PKGPACKAGING CORPORATION OF AMERICA	1,195,524	$133.2M	1.28%
13	FNFFIDELITY NATIONAL FINANCIAL, INC. - FNF GROUP	2,875,592	$128.9M	1.24%
14	MDMEDNAX, INC.	2,122,512	$128.1M	1.23%
15	RSGREPUBLIC SERVICES, INC.	1,894,594	$120.7M	1.16%
16	AIZASSURANT, INC.	1,161,818	$120.5M	1.15%
17	MRVLMARVELL TECHNOLOGY GROUP LTD.	7,103,219	$117.3M	1.12%
18	LAMRLAMAR ADVERTISING COMPANY CLASS A	1,570,441	$115.5M	1.11%
19	—DELPHI AUTOMOTIVE PLC	1,315,761	$115.3M	1.10%
20	WFRDWEATHERFORD INTERNATIONAL PLC	29,156,413	$112.8M	1.08%
21	CFRCULLEN/FROST BANKERS, INC.	1,201,244	$112.8M	1.08%
22	OIEUROWENS-ILLINOIS, INC.	4,634,998	$110.9M	1.06%
23	EPREPR PROPERTIES	1,525,442	$109.6M	1.05%
24	ASHASHLAND GLOBAL HOLDINGS, INC.	1,563,649	$103.1M	0.99%
25	RCLROYAL CARIBBEAN CRUISES LTD.	908,086	$99.2M	0.95%
26	AERAERCAP HOLDINGS NV	2,078,371	$96.5M	0.92%
27	DHID.R. HORTON, INC.	2,778,425	$96.0M	0.92%
28	EMNEASTMAN CHEMICAL COMPANY	1,133,539	$95.2M	0.91%
29	AVBAVALONBAY COMMUNITIES, INC.	489,174	$94.0M	0.90%
30	UGIUGI CORPORATION	1,817,788	$88.0M	0.84%
31	KEYSKEYSIGHT TECHNOLOGIES INC	2,209,567	$86.0M	0.82%
32	BFHALLIANCE DATA SYSTEMS CORPORATION	323,901	$83.1M	0.80%
33	FITBFIFTH THIRD BANCORP	2,992,482	$77.7M	0.74%
34	BCBRUNSWICK CORPORATION	1,201,399	$75.4M	0.72%
35	CITUSDCIT GROUP INC.	1,541,587	$75.1M	0.72%
36	THSTREEHOUSE FOODS, INC.	880,750	$71.9M	0.69%
37	—DUPONT FABROS TECHNOLOGY, INC.	1,135,634	$69.5M	0.67%
38	GDGENERAL DYNAMICS CORPORATION	343,095	$68.0M	0.65%
39	—TCF FINANCIAL CORPORATION	4,227,873	$67.4M	0.65%
40	MFAUSDMFA FINANCIAL, INC.	7,740,827	$64.9M	0.62%
41	GLWCORNING INC	1,993,991	$59.9M	0.57%
42	NOCNORTHROP GRUMMAN CORPORATION	232,038	$59.6M	0.57%
43	—L3 TECHNOLOGIES, INC.	353,465	$59.1M	0.57%
44	FISVFISERV, INC.	480,660	$58.8M	0.56%
45	TELTE CONNECTIVITY LTD.	746,965	$58.8M	0.56%
46	LMTLOCKHEED MARTIN CORPORATION	211,605	$58.7M	0.56%
47	MSIMOTOROLA SOLUTIONS, INC.	672,473	$58.3M	0.56%
48	STAGSTAG INDUSTRIAL, INC.	2,111,999	$58.3M	0.56%
49	GPNGLOBAL PAYMENTS INC.	643,862	$58.2M	0.56%
50	TXNTEXAS INSTRUMENTS INCORPORATED	735,370	$56.6M	0.54%
51	MSFTMICROSOFT CORPORATION	813,906	$56.1M	0.54%
52	UNHUNITEDHEALTH GROUP INCORPORATED	301,808	$56.0M	0.54%
53	DXCDXC TECHNOLOGY CO.	727,777	$55.8M	0.53%
54	AAPLAPPLE INC.	384,344	$55.4M	0.53%
55	ENOVCOLFAX CORPORATION	1,386,449	$54.6M	0.52%
56	PBPROSPERITY BANCSHARES, INC.(R)	812,467	$52.2M	0.50%
57	LRCXEURLAM RESEARCH CORPORATION	364,170	$51.5M	0.49%
58	—CSRA, INC.	1,525,102	$48.4M	0.46%
59	ACMAECOM	1,492,444	$48.3M	0.46%
60	BACBANK OF AMERICA CORPORATION	1,946,080	$47.2M	0.45%
61	—MGM GROWTH PROPERTIES LLC CLASS A	1,612,097	$47.1M	0.45%
62	—CONVERGYS CORPORATION	1,952,120	$46.4M	0.44%
63	AIGAMERICAN INTERNATIONAL GROUP, INC.	726,108	$45.4M	0.43%
64	—GREAT WESTERN BANCORP, INC.	1,102,014	$45.0M	0.43%
65	ENSENERSYS	602,761	$43.7M	0.42%
66	AMGNAMGEN INC.	246,949	$42.5M	0.41%
67	ABBVABBVIE, INC.	575,701	$41.7M	0.40%
68	CNCCENTENE CORPORATION	515,635	$41.2M	0.39%
69	TSNTYSON FOODS, INC. CLASS A	653,975	$41.0M	0.39%
70	—EXPRESS SCRIPTS HOLDING COMPANY	641,095	$40.9M	0.39%
71	BIIBBIOGEN INC.	150,199	$40.8M	0.39%
72	—AETNA INC.	264,620	$40.2M	0.38%
73	SXISTANDEX INTERNATIONAL CORPORATION	442,516	$40.1M	0.38%
74	MCKMCKESSON CORPORATION	242,478	$39.9M	0.38%
75	ABGAMERISOURCEBERGEN CORPORATION	421,473	$39.8M	0.38%
76	HOLXHOLOGIC, INC.	874,039	$39.7M	0.38%
77	ELVANTHEM, INC.	210,810	$39.7M	0.38%
78	JNJJOHNSON & JOHNSON	298,932	$39.5M	0.38%
79	W3UWESTERN UNION COMPANY	2,061,698	$39.3M	0.38%
80	—DR PEPPER SNAPPLE GROUP, INC.	425,872	$38.8M	0.37%
81	DHRDANAHER CORPORATION	456,185	$38.5M	0.37%
82	MRKMERCK & CO., INC.	595,367	$38.2M	0.37%
83	—MICROSEMI CORPORATION	799,239	$37.4M	0.36%
84	TQJSIGNATURE BANK	260,085	$37.3M	0.36%
85	—INTEGRATED DEVICE TECHNOLOGY, INC.	1,425,531	$36.8M	0.35%
86	MANMANPOWERGROUP INC.	328,065	$36.6M	0.35%
87	SRCLSTERICYCLE, INC.	477,534	$36.4M	0.35%
88	LMEURLEGG MASON, INC.	942,501	$36.0M	0.34%
89	HASHASBRO, INC.	313,631	$35.0M	0.34%
90	SWKSTANLEY BLACK & DECKER, INC.	246,393	$34.7M	0.33%
91	CCLCARNIVAL CORPORATION	527,783	$34.6M	0.33%
92	PHMPULTEGROUP, INC.	1,404,926	$34.5M	0.33%
93	GMGENERAL MOTORS COMPANY	986,614	$34.5M	0.33%
94	SPGIS&P GLOBAL, INC.	232,854	$34.0M	0.33%
95	TRVCCITIGROUP INC	507,599	$33.9M	0.33%
96	MHKMOHAWK INDUSTRIES, INC.	140,348	$33.9M	0.32%
97	MCDMCDONALD'S CORPORATION	221,027	$33.9M	0.32%
98	—VECTREN CORPORATION	579,193	$33.8M	0.32%
99	BBYBEST BUY CO., INC.	584,889	$33.5M	0.32%
100	HDHOME DEPOT, INC.	217,696	$33.4M	0.32%

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