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)

#	Stock	Shares	Value	% Portfolio
1	UHSUniversal Health Services, Inc. Class B	1,434,542	$187.1M	2.14%
2	ALLYAlly Financial Inc	6,015,059	$186.4M	2.13%
3	T7DTransDigm Group Incorporated	306,011	$148.0M	1.69%
4	ZBHZimmer Biomet Holdings, Inc.	1,131,005	$133.2M	1.52%
5	ATGEAdtalem Global Education Inc.	2,818,199	$127.0M	1.45%
6	AANUSDAaron's, Inc.	2,013,754	$123.7M	1.41%
7	FEFirstEnergy Corp.	2,881,399	$123.4M	1.41%
8	RSGRepublic Services, Inc.	1,410,418	$122.2M	1.40%
9	ASHAshland Global Holdings, Inc.	1,461,833	$116.9M	1.34%
10	EPREPR Properties	1,538,139	$114.7M	1.31%
11	4DHDana Incorporated	5,583,002	$111.3M	1.27%
12	LAMRLamar Advertising Company Class A	1,348,329	$108.8M	1.25%
13	MURMurphy Oil Corporation	4,295,165	$105.9M	1.21%
14	AERAerCap Holdings NV	1,919,296	$99.8M	1.14%
15	DOVDover Corporation	929,776	$93.2M	1.07%
16	FNFFidelity National Financial, Inc. - FNF Group	2,277,421	$91.8M	1.05%
17	AVBAvalonBay Communities, Inc.	451,362	$91.7M	1.05%
18	AIZAssurant, Inc.	838,466	$89.2M	1.02%
19	TQJSignature Bank	721,565	$87.2M	1.00%
20	PKGPackaging Corporation of America	885,426	$84.4M	0.97%
21	MRVLMarvell Technology Group Ltd.	3,457,336	$82.5M	0.94%
22	OIEUROwens-Illinois, Inc.	4,777,034	$82.5M	0.94%
23	ETRNUSDEquitrans Midstream Corp.	4,162,980	$82.1M	0.94%
24	UGIUGI Corporation	1,513,690	$80.8M	0.93%
25	OPTUAltice USA, Inc. Class A	3,019,332	$73.5M	0.84%
26	EQTEQT Corporation	4,572,898	$72.3M	0.83%
27	WYNEURWyndham Destinations, Inc.	1,550,580	$68.1M	0.78%
28	CNDTConduent, Inc.	7,035,186	$67.5M	0.77%
29	EVRGEvergy, Inc.	1,107,071	$66.6M	0.76%
30	PNFPPinnacle Financial Partners, Inc.	1,091,158	$62.7M	0.72%
31	EMNEastman Chemical Company	785,782	$61.2M	0.70%
32	QVCAUSDQurate Retail, Inc. Class A	4,856,078	$60.2M	0.69%
33	ALKAlaska Air Group, Inc.	926,350	$59.2M	0.68%
34	—MGM Growth Properties LLC Class A	1,927,777	$59.1M	0.68%
35	BFHAlliance Data Systems Corporation	418,663	$58.7M	0.67%
36	MFAUSDMFA Financial, Inc.	7,415,757	$53.2M	0.61%
37	VACMarriott Vacations Worldwide Corporation	541,596	$52.2M	0.60%
38	FITBFifth Third Bancorp	1,842,926	$51.4M	0.59%
39	CDWCDW Corp.	439,071	$48.7M	0.56%
40	LMTLockheed Martin Corporation	131,952	$48.0M	0.55%
41	ORCLOracle Corporation	841,491	$47.9M	0.55%
42	ANETEURArista Networks, Inc.	182,881	$47.5M	0.54%
43	AKXANSYS, Inc.	231,156	$47.3M	0.54%
44	KLACKLA-Tencor Corporation	398,552	$47.1M	0.54%
45	PAYCPaycom Software, Inc.	207,457	$47.0M	0.54%
46	MSIMotorola Solutions, Inc.	282,017	$47.0M	0.54%
47	MSFTMicrosoft Corporation	350,093	$46.9M	0.54%
48	AZPNUSDAspen Technology, Inc.	375,148	$46.6M	0.53%
49	—Allergan plc	274,939	$46.0M	0.53%
50	GPNGlobal Payments Inc.	287,298	$46.0M	0.53%
51	PORPortland General Electric Company	836,977	$45.3M	0.52%
52	TSCOTractor Supply Company	415,667	$45.2M	0.52%
53	CTXSEURCitrix Systems, Inc.	460,582	$45.2M	0.52%
54	FISVFiserv, Inc.	493,052	$44.9M	0.51%
55	KEYSKeysight Technologies Inc	496,073	$44.6M	0.51%
56	CSCOCisco Systems, Inc.	812,328	$44.5M	0.51%
57	DECKDeckers Outdoor Corporation	252,009	$44.3M	0.51%
58	TERTeradyne, Inc.	923,917	$44.3M	0.51%
59	DISCKUSDDiscovery, Inc. Class C	1,554,951	$44.2M	0.51%
60	BURLBurlington Stores, Inc.	258,948	$44.1M	0.50%
61	HLTHilton Worldwide Holdings Inc	450,413	$44.0M	0.50%
62	VFCV.F. Corporation	503,342	$44.0M	0.50%
63	CDNSCadence Design Systems, Inc.	620,645	$43.9M	0.50%
64	PAYXPaychex, Inc.	533,304	$43.9M	0.50%
65	RCLRoyal Caribbean Cruises Ltd.	361,453	$43.8M	0.50%
66	CMCSAComcast Corporation Class A	1,034,829	$43.8M	0.50%
67	CERNCHFCerner Corporation	594,991	$43.6M	0.50%
68	GRMNGarmin Ltd.	545,803	$43.6M	0.50%
69	DYHTarget Corporation	501,052	$43.4M	0.50%
70	ACNAccenture Plc Class A	233,284	$43.1M	0.49%
71	AZOAutoZone, Inc.	38,614	$42.5M	0.49%
72	ORLYO'Reilly Automotive, Inc.	114,791	$42.4M	0.49%
73	SPGIS&P Global, Inc.	185,118	$42.2M	0.48%
74	CIENCiena Corporation	1,015,643	$41.8M	0.48%
75	BACBank of America Corp	1,432,164	$41.5M	0.48%
76	STAGSTAG Industrial, Inc.	1,333,976	$40.3M	0.46%
77	—QTS Realty Trust, Inc. Class A	863,343	$39.9M	0.46%
78	ENOVColfax Corporation	1,421,809	$39.9M	0.46%
79	CICigna Corporation	234,844	$37.0M	0.42%
80	CAHCardinal Health, Inc.	778,989	$36.7M	0.42%
81	JAZZJazz Pharmaceuticals Plc	255,460	$36.4M	0.42%
82	GSGoldman Sachs Group, Inc.	173,169	$35.4M	0.41%
83	AXSAxis Capital Holdings Limited	587,864	$35.1M	0.40%
84	ACMAECOM	921,001	$34.9M	0.40%
85	FHBFirst Hawaiian, Inc.	1,337,878	$34.6M	0.40%
86	AFGAmerican Financial Group, Inc.	336,151	$34.4M	0.39%
87	GILDGilead Sciences, Inc.	509,749	$34.4M	0.39%
88	ABGAmerisourceBergen Corporation	401,803	$34.3M	0.39%
89	JNJJohnson & Johnson	245,888	$34.2M	0.39%
90	MCKMcKesson Corporation	254,212	$34.2M	0.39%
91	—Laboratory Corporation of America Holdings	197,410	$34.1M	0.39%
92	BIIBBiogen Inc.	145,599	$34.1M	0.39%
93	GISGeneral Mills, Inc.	646,871	$34.0M	0.39%
94	PFEPfizer Inc.	783,954	$34.0M	0.39%
95	HOLXHologic, Inc.	703,931	$33.8M	0.39%
96	SJMJ.M. Smucker Company	292,825	$33.7M	0.39%
97	ELVAnthem, Inc.	118,850	$33.5M	0.38%
98	TSNTyson Foods, Inc. Class A	410,280	$33.1M	0.38%
99	ABBVAbbVie, Inc.	437,669	$31.8M	0.36%
100	MOAltria Group Inc	664,740	$31.5M	0.36%

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