WEDGE CAPITAL MANAGEMENT L L P/NC Q2 2018 Filing

Filed July 31, 2018

Portfolio Value

$10.2B

Holdings

576

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (576 positions)

#	Stock	Shares	Value	% Portfolio
1	UHSUniversal Health Services, Inc. Class B	1,910,567	$212.9M	2.08%
2	ALLYAlly Financial Inc	8,094,353	$212.6M	2.08%
3	EQTEQT Corporation	3,394,287	$187.3M	1.83%
4	T7DTransDigm Group Incorporated	520,288	$179.6M	1.76%
5	MURMurphy Oil Corporation	4,755,801	$160.6M	1.57%
6	ZBHZimmer Biomet Holdings, Inc.	1,437,851	$160.2M	1.57%
7	EPREPR Properties	2,099,985	$136.1M	1.33%
8	DOVDover Corporation	1,830,239	$134.0M	1.31%
9	RSGRepublic Services, Inc.	1,909,079	$130.5M	1.28%
10	MRVLMarvell Technology Group Ltd.	5,973,485	$128.1M	1.25%
11	FNFFidelity National Financial, Inc. - FNF Group	3,338,348	$125.6M	1.23%
12	PCGPG&E Corporation	2,944,708	$125.3M	1.23%
13	EVRGEvergy, Inc.	2,214,057	$124.3M	1.22%
14	DHID.R. Horton, Inc.	2,990,376	$122.6M	1.20%
15	AERAerCap Holdings NV	2,217,788	$120.1M	1.17%
16	ASHAshland Global Holdings, Inc.	1,501,979	$117.4M	1.15%
17	LAMRLamar Advertising Company Class A	1,710,911	$116.9M	1.14%
18	4DHDana Incorporated	5,787,409	$116.8M	1.14%
19	AANUSDAaron's, Inc.	2,601,402	$113.0M	1.11%
20	AIZAssurant, Inc.	1,073,523	$111.1M	1.09%
21	SPBSpectrum Brands Holdings, Inc.	1,318,783	$107.6M	1.05%
22	WFRDWeatherford International plc	32,657,390	$107.4M	1.05%
23	FEFirstEnergy Corp.	2,852,507	$102.4M	1.00%
24	AVBAvalonBay Communities, Inc.	529,560	$91.0M	0.89%
25	OIEUROwens-Illinois, Inc.	5,370,451	$90.3M	0.88%
26	PKGPackaging Corporation of America	800,039	$89.4M	0.87%
27	EMNEastman Chemical Company	876,945	$87.7M	0.86%
28	UGIUGI Corporation	1,666,913	$86.8M	0.85%
29	BFHAlliance Data Systems Corporation	372,059	$86.8M	0.85%
30	TQJSignature Bank	673,068	$86.1M	0.84%
31	WYNEURWyndham Destinations, Inc.	1,927,372	$85.3M	0.83%
32	ATGEAdtalem Global Education Inc.	1,762,877	$84.8M	0.83%
33	KEYSKeysight Technologies Inc	1,353,131	$79.9M	0.78%
34	ALKAlaska Air Group, Inc.	1,311,589	$79.2M	0.77%
35	—MGM Growth Properties LLC Class A	2,330,380	$71.0M	0.69%
36	OPTUAltice USA, Inc. Class A	3,861,615	$65.9M	0.64%
37	CTXSEURCitrix Systems, Inc.	615,107	$64.5M	0.63%
38	FITBFifth Third Bancorp	2,233,474	$64.1M	0.63%
39	TSSTotal System Services, Inc.	745,596	$63.0M	0.62%
40	FISVFiserv, Inc.	849,563	$62.9M	0.62%
41	TXNTexas Instruments Incorporated	569,497	$62.8M	0.61%
42	AKXANSYS, Inc.	359,585	$62.6M	0.61%
43	MSIMotorola Solutions, Inc.	537,052	$62.5M	0.61%
44	APHAmphenol Corporation Class A	716,683	$62.5M	0.61%
45	STXSeagate Technology PLC	1,104,786	$62.4M	0.61%
46	CLSCA, Inc.	1,745,353	$62.2M	0.61%
47	MFAUSDMFA Financial, Inc.	8,200,050	$62.2M	0.61%
48	GPNGlobal Payments Inc.	550,020	$61.3M	0.60%
49	INTCIntel Corporation	1,230,970	$61.2M	0.60%
50	FFIVF5 Networks, Inc.	350,764	$60.5M	0.59%
51	ADIAnalog Devices, Inc.	628,926	$60.3M	0.59%
52	PNFPPinnacle Financial Partners, Inc.	966,731	$59.3M	0.58%
53	DLPHDelphi Technologies Plc	1,261,059	$57.3M	0.56%
54	NVDANVIDIA Corporation	237,470	$56.3M	0.55%
55	MDMEDNAX, Inc.	1,268,648	$54.9M	0.54%
56	STAGSTAG Industrial, Inc.	1,956,074	$53.3M	0.52%
57	ENOVColfax Corporation	1,698,238	$52.1M	0.51%
58	AIGAmerican International Group, Inc.	904,421	$48.0M	0.47%
59	PBProsperity Bancshares, Inc.(R)	700,391	$47.9M	0.47%
60	HDHome Depot, Inc.	244,772	$47.8M	0.47%
61	SPGIS&P Global, Inc.	233,569	$47.6M	0.47%
62	BBYBest Buy Co., Inc.	634,291	$47.3M	0.46%
63	BURLBurlington Stores, Inc.	307,871	$46.3M	0.45%
64	LVSLas Vegas Sands Corp.	604,854	$46.2M	0.45%
65	DGDollar General Corporation	467,207	$46.1M	0.45%
66	BACBank of America Corp	1,610,922	$45.4M	0.44%
67	MCOMoody's Corporation	264,707	$45.1M	0.44%
68	AEOAmerican Eagle Outfitters, Inc.	1,935,372	$45.0M	0.44%
69	WYNNWynn Resorts, Limited	266,873	$44.7M	0.44%
70	URBNUrban Outfitters, Inc.	1,000,470	$44.6M	0.44%
71	CICigna Corporation	258,555	$43.9M	0.43%
72	PHMPulteGroup, Inc.	1,519,503	$43.7M	0.43%
73	CITUSDCIT Group Inc.	849,792	$42.8M	0.42%
74	ACMAECOM	1,239,647	$40.9M	0.40%
75	THSTreeHouse Foods, Inc.	769,439	$40.4M	0.40%
76	—Great Western Bancorp, Inc.	956,239	$40.2M	0.39%
77	—TCF Financial Corporation	1,611,371	$39.7M	0.39%
78	SXIStandex International Corporation	375,318	$38.4M	0.38%
79	—Integrated Device Technology, Inc.	1,196,818	$38.2M	0.37%
80	GWRUSDGenesee & Wyoming, Inc. Class A	449,315	$36.5M	0.36%
81	—Vectren Corporation	485,935	$34.7M	0.34%
82	—Plantronics, Inc.	449,587	$34.3M	0.34%
83	CPBCampbell Soup Company	837,453	$34.0M	0.33%
84	WCGEURWellCare Health Plans, Inc.	133,554	$32.9M	0.32%
85	MOHMolina Healthcare, Inc.	327,711	$32.1M	0.31%
86	STISunTrust Banks, Inc.	477,984	$31.6M	0.31%
87	UNMUnum Group	852,928	$31.6M	0.31%
88	—El Paso Electric Company	531,498	$31.4M	0.31%
89	AGNAllergan plc	188,294	$31.4M	0.31%
90	PORPortland General Electric Company	730,812	$31.3M	0.31%
91	HIGHartford Financial Services Group, Inc.	607,927	$31.1M	0.30%
92	BENFranklin Resources, Inc.	969,390	$31.1M	0.30%
93	ITTITT, Inc.	593,183	$31.0M	0.30%
94	UTHUnited Therapeutics Corporation	273,333	$30.9M	0.30%
95	JPMJPMorgan Chase & Co.	296,590	$30.9M	0.30%
96	DVADaVita Inc.	444,522	$30.9M	0.30%
97	METMetLife, Inc.	707,654	$30.9M	0.30%
98	RFRegions Financial Corporation	1,733,474	$30.8M	0.30%
99	AMGNAmgen Inc.	166,364	$30.7M	0.30%
100	CELGCelgene Corporation	386,503	$30.7M	0.30%

Page 1 of 6Next