WEDGE CAPITAL MANAGEMENT L L P/NC Q2 2020 Filing

Filed July 10, 2020

Portfolio Value

$7.3B

Holdings

513

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (513 positions)

#	Stock	Shares	Value	% Portfolio
101	WSMWilliams-Sonoma, Inc.	365,491	$30.0M	0.41%
102	DPZDomino's Pizza, Inc.	79,984	$29.5M	0.41%
103	DECKDeckers Outdoor Corporation	147,014	$28.9M	0.40%
104	EQTEQT Corporation	2,334,623	$27.8M	0.38%
105	RXNEURRexnord Corporation	924,356	$26.9M	0.37%
106	AFGAmerican Financial Group, Inc.	418,849	$26.6M	0.37%
107	DWDMorgan Stanley	542,182	$26.2M	0.36%
108	A4SAmeriprise Financial, Inc.	167,834	$25.2M	0.35%
109	ACGLArch Capital Group Ltd.	864,530	$24.8M	0.34%
110	TCFTCF Financial Corporation	835,223	$24.6M	0.34%
111	CFGCitizens Financial Group, Inc.	972,969	$24.6M	0.34%
112	UNMUnum Group	1,461,868	$24.3M	0.33%
113	PG4Principal Financial Group, Inc.	582,695	$24.2M	0.33%
114	FHBFirst Hawaiian, Inc.	1,402,429	$24.2M	0.33%
115	TRVCCitigroup Inc.	472,672	$24.2M	0.33%
116	SYFSynchrony Financial	1,077,238	$23.9M	0.33%
117	BENFranklin Resources, Inc.	1,134,209	$23.8M	0.33%
118	HELEHelen of Troy Limited	125,853	$23.7M	0.33%
119	METMetLife, Inc.	649,147	$23.7M	0.33%
120	CDPCorporate Office Properties Trust	934,864	$23.7M	0.33%
121	VOYAVoya Financial, Inc.	501,179	$23.4M	0.32%
122	LNCLincoln National Corporation	629,477	$23.2M	0.32%
123	PRUPrudential Financial, Inc.	375,959	$22.9M	0.31%
124	BFHAlliance Data Systems Corporation	506,214	$22.8M	0.31%
125	ETRNUSDEquitrans Midstream Corp.	2,738,134	$22.8M	0.31%
126	RFRegions Financial Corporation	2,040,783	$22.7M	0.31%
127	SAICScience Applications International Corp.	287,713	$22.4M	0.31%
128	KEYKeyCorp	1,817,145	$22.1M	0.30%
129	DFSEURDiscover Financial Services	441,529	$22.1M	0.30%
130	NWENorthWestern Corporation	403,535	$22.0M	0.30%
131	PBProsperity Bancshares, Inc.(R)	365,633	$21.7M	0.30%
132	SPXCSPX Corporation	525,823	$21.6M	0.30%
133	ENSEnerSys	335,573	$21.6M	0.30%
134	—Providence Service Corporation	272,605	$21.5M	0.30%
135	UPLDUpland Software, Inc.	597,001	$20.8M	0.29%
136	ALKAlaska Air Group, Inc.	559,933	$20.3M	0.28%
137	MSAMSA Safety, Inc.	169,772	$19.4M	0.27%
138	OMFOneMain Holdings, Inc.	776,948	$19.1M	0.26%
139	TMUST-Mobile US, Inc.	180,282	$18.8M	0.26%
140	CNPCenterPoint Energy, Inc.	1,000,306	$18.7M	0.26%
141	NRANRG Energy, Inc.	555,278	$18.1M	0.25%
142	BACVerizon Communications Inc.	324,380	$17.9M	0.25%
143	TCBITexas Capital Bancshares, Inc.	578,105	$17.8M	0.25%
144	PEOExelon Corporation	483,751	$17.6M	0.24%
145	PEGPublic Service Enterprise Group Inc	356,622	$17.5M	0.24%
146	OGEOGE Energy Corp.	561,053	$17.0M	0.23%
147	FULH.B. Fuller Company	364,847	$16.3M	0.22%
148	PLABPhotronics, Inc.	1,440,378	$16.0M	0.22%
149	MEIMethode Electronics, Inc.	509,809	$15.9M	0.22%
150	BWABorgWarner Inc.	428,643	$15.1M	0.21%
151	MASMasco Corporation	300,601	$15.1M	0.21%
152	EMREmerson Electric Co.	239,897	$14.9M	0.20%
153	—Argo Group International Holdings, Ltd.	423,379	$14.7M	0.20%
154	URIUnited Rentals, Inc.	97,883	$14.6M	0.20%
155	PHParker-Hannifin Corporation	78,704	$14.4M	0.20%
156	PAHUSDElement Solutions, Inc.	1,325,571	$14.4M	0.20%
157	ALVAutoliv Inc.	221,013	$14.3M	0.20%
158	SBCSabra Health Care REIT, Inc.	987,391	$14.2M	0.20%
159	EMEEMCOR Group, Inc.	213,237	$14.1M	0.19%
160	CR1USDCrane Co.	234,690	$14.0M	0.19%
161	CMICummins Inc.	80,423	$13.9M	0.19%
162	AGCOAGCO Corporation	250,564	$13.9M	0.19%
163	LEALear Corporation	125,983	$13.7M	0.19%
164	APTVAptiv PLC	173,671	$13.5M	0.19%
165	—Parsley Energy, Inc. Class A	1,266,329	$13.5M	0.19%
166	BRK/BBerkshire Hathaway Inc. Class B	75,442	$13.5M	0.19%
167	CSLCarlisle Companies Incorporated	110,728	$13.3M	0.18%
168	JECUSDJacobs Engineering Group Inc.	156,060	$13.2M	0.18%
169	ALSNAllison Transmission Holdings, Inc.	358,902	$13.2M	0.18%
170	GNTXGentex Corporation	498,098	$12.8M	0.18%
171	TTMITTM Technologies, Inc.	1,074,430	$12.7M	0.18%
172	ACMAECOM	335,848	$12.6M	0.17%
173	PWRQuanta Services, Inc.	314,796	$12.3M	0.17%
174	AMTAmerican Tower Corporation	47,643	$12.3M	0.17%
175	TXNTexas Instruments Incorporated	95,261	$12.1M	0.17%
176	CVXChevron Corporation	132,383	$11.8M	0.16%
177	CLWClearwater Paper Corporation	324,061	$11.7M	0.16%
178	COPConocoPhillips	275,230	$11.6M	0.16%
179	TTENTotal SA Sponsored ADR Class B	296,122	$11.4M	0.16%
180	XOMExxon Mobil Corporation	254,435	$11.4M	0.16%
181	RDS/ARoyal Dutch Shell Plc Sponsored ADR Class A	341,869	$11.2M	0.15%
182	BPBP p.l.c. Sponsored ADR	478,117	$11.2M	0.15%
183	K6BKBR, Inc.	490,167	$11.1M	0.15%
184	—PolyOne Corporation	419,607	$11.0M	0.15%
185	JCIJohnson Controls International plc	321,167	$11.0M	0.15%
186	AIGAmerican International Group, Inc.	351,570	$11.0M	0.15%
187	HPHelmerich & Payne, Inc.	553,371	$10.8M	0.15%
188	MOG/AMoog Inc. Class A	199,305	$10.6M	0.15%
189	NXQuanex Building Products Corporation	758,526	$10.5M	0.14%
190	CLHClean Harbors, Inc.	175,429	$10.5M	0.14%
191	MRO*Marathon Oil Corporation	1,701,112	$10.4M	0.14%
192	PBVPrestige Consumer Healthcare Inc	274,173	$10.3M	0.14%
193	—TriState Capital Holdings, Inc.	645,365	$10.1M	0.14%
194	LIVNLivaNova Plc	204,876	$9.9M	0.14%
195	NVSTEnvista Holdings Corp.	458,972	$9.7M	0.13%
196	NXSTNexstar Media Group, Inc. Class A	115,031	$9.6M	0.13%
197	WMWaste Management, Inc.	90,340	$9.6M	0.13%
198	WSFSWSFS Financial Corporation	324,511	$9.3M	0.13%
199	IEIInsight Enterprises, Inc.	188,910	$9.3M	0.13%
200	HCAHCA Healthcare Inc	93,841	$9.1M	0.13%

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