WEDGE CAPITAL MANAGEMENT L L P/NC Q2 2019 Filing

Filed August 1, 2019

Portfolio Value

$8.7B

Holdings

602

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (602 positions)

StockValue
UHSUniversal Health Services, Inc. Class B
$187.1B
ALLYAlly Financial Inc
$186.4B
T7DTransDigm Group Incorporated
$148.0B
ZBHZimmer Biomet Holdings, Inc.
$133.2B
ATGEAdtalem Global Education Inc.
$127.0B
AANUSDAaron's, Inc.
$123.7B
FEFirstEnergy Corp.
$123.4B
RSGRepublic Services, Inc.
$122.2B
ASHAshland Global Holdings, Inc.
$116.9B
EPREPR Properties
$114.7B
4DHDana Incorporated
$111.3B
LAMRLamar Advertising Company Class A
$108.8B
MURMurphy Oil Corporation
$105.9B
AERAerCap Holdings NV
$99.8B
DOVDover Corporation
$93.2B
FNFFidelity National Financial, Inc. - FNF Group
$91.8B
AVBAvalonBay Communities, Inc.
$91.7B
AIZAssurant, Inc.
$89.2B
TQJSignature Bank
$87.2B
PKGPackaging Corporation of America
$84.4B
MRVLMarvell Technology Group Ltd.
$82.5B
OIEUROwens-Illinois, Inc.
$82.5B
ETRNUSDEquitrans Midstream Corp.
$82.1B
UGIUGI Corporation
$80.8B
OPTUAltice USA, Inc. Class A
$73.5B
EQTEQT Corporation
$72.3B
WYNEURWyndham Destinations, Inc.
$68.1B
CNDTConduent, Inc.
$67.5B
EVRGEvergy, Inc.
$66.6B
PNFPPinnacle Financial Partners, Inc.
$62.7B
EMNEastman Chemical Company
$61.2B
QVCAUSDQurate Retail, Inc. Class A
$60.2B
ALKAlaska Air Group, Inc.
$59.2B
MGM Growth Properties LLC Class A
$59.1B
BFHAlliance Data Systems Corporation
$58.7B
MFAUSDMFA Financial, Inc.
$53.2B
VACMarriott Vacations Worldwide Corporation
$52.2B
FITBFifth Third Bancorp
$51.4B
CDWCDW Corp.
$48.7B
LMTLockheed Martin Corporation
$48.0B
ORCLOracle Corporation
$47.9B
ANETEURArista Networks, Inc.
$47.5B
AKXANSYS, Inc.
$47.3B
KLACKLA-Tencor Corporation
$47.1B
PAYCPaycom Software, Inc.
$47.0B
MSIMotorola Solutions, Inc.
$47.0B
MSFTMicrosoft Corporation
$46.9B
AZPNUSDAspen Technology, Inc.
$46.6B
Allergan plc
$46.0B
GPNGlobal Payments Inc.
$46.0B
PORPortland General Electric Company
$45.3B
TSCOTractor Supply Company
$45.2B
CTXSEURCitrix Systems, Inc.
$45.2B
FISVFiserv, Inc.
$44.9B
KEYSKeysight Technologies Inc
$44.6B
CSCOCisco Systems, Inc.
$44.5B
DECKDeckers Outdoor Corporation
$44.3B
TERTeradyne, Inc.
$44.3B
DISCKUSDDiscovery, Inc. Class C
$44.2B
BURLBurlington Stores, Inc.
$44.1B
HLTHilton Worldwide Holdings Inc
$44.0B
VFCV.F. Corporation
$44.0B
CDNSCadence Design Systems, Inc.
$43.9B
PAYXPaychex, Inc.
$43.9B
RCLRoyal Caribbean Cruises Ltd.
$43.8B
CMCSAComcast Corporation Class A
$43.8B
CERNCHFCerner Corporation
$43.6B
GRMNGarmin Ltd.
$43.6B
DYHTarget Corporation
$43.4B
ACNAccenture Plc Class A
$43.1B
AZOAutoZone, Inc.
$42.5B
ORLYO'Reilly Automotive, Inc.
$42.4B
SPGIS&P Global, Inc.
$42.2B
CIENCiena Corporation
$41.8B
BACBank of America Corp
$41.5B
STAGSTAG Industrial, Inc.
$40.3B
QTS Realty Trust, Inc. Class A
$39.9B
ENOVColfax Corporation
$39.9B
CICigna Corporation
$37.0B
CAHCardinal Health, Inc.
$36.7B
JAZZJazz Pharmaceuticals Plc
$36.4B
GSGoldman Sachs Group, Inc.
$35.4B
AXSAxis Capital Holdings Limited
$35.1B
ACMAECOM
$34.9B
FHBFirst Hawaiian, Inc.
$34.6B
AFGAmerican Financial Group, Inc.
$34.4B
GILDGilead Sciences, Inc.
$34.4B
ABGAmerisourceBergen Corporation
$34.3B
JNJJohnson & Johnson
$34.2B
MCKMcKesson Corporation
$34.2B
Laboratory Corporation of America Holdings
$34.1B
BIIBBiogen Inc.
$34.1B
GISGeneral Mills, Inc.
$34.0B
PFEPfizer Inc.
$34.0B
HOLXHologic, Inc.
$33.8B
SJMJ.M. Smucker Company
$33.7B
ELVAnthem, Inc.
$33.5B
TSNTyson Foods, Inc. Class A
$33.1B
ABBVAbbVie, Inc.
$31.8B
MOAltria Group Inc
$31.5B
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