WEDGE CAPITAL MANAGEMENT L L P/NC Q2 2021 Filing

Filed July 14, 2021

Portfolio Value

$8.2B

Holdings

393

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (393 positions)

StockValue
VOYAVoya Financial, Inc.
$31.0M
COFCapital One Financial Corporation
$31.0M
PFEPfizer Inc.
$31.0M
EVREvercore Inc Class A
$30.9M
TPDTempur Sealy International Inc
$30.9M
MCKMcKesson Corporation
$30.8M
SJMJ.M. Smucker Company
$30.8M
ULUnilever PLC Sponsored ADR
$30.8M
KHCKraft Heinz Company
$30.8M
DKSDick's Sporting Goods, Inc.
$30.6M
GISGeneral Mills, Inc.
$30.6M
PIIPolaris Inc.
$30.5M
LBEURL Brands, Inc.
$30.5M
LNGCheniere Energy, Inc.
$30.4M
AZOAutoZone, Inc.
$30.4M
TSNTyson Foods, Inc. Class A
$30.4M
ABGAmerisourceBergen Corporation
$30.3M
NYCBEURNew York Community Bancorp, Inc.
$30.2M
BYDBoyd Gaming Corporation
$29.9M
XRAYDENTSPLY SIRONA, Inc.
$29.8M
LENLennar Corporation Class A
$29.8M
GRMNGarmin Ltd.
$29.8M
AEOAmerican Eagle Outfitters, Inc.
$29.8M
RXNEURRexnord Corporation
$29.2M
ITTITT, Inc.
$29.1M
WSMWilliams-Sonoma, Inc.
$28.9M
TSCOTractor Supply Company
$28.7M
T7DTransDigm Group Incorporated
$28.7M
LADLithia Motors, Inc.
$28.5M
RHIRobert Half International Inc.
$28.5M
THOThor Industries, Inc.
$28.4M
AERAerCap Holdings NV
$28.4M
FFord Motor Company
$28.3M
WHRWhirlpool Corporation
$28.2M
BCBrunswick Corporation
$28.1M
DISHDISH Network Corporation Class A
$27.7M
ANAutoNation, Inc.
$27.7M
PHMPulteGroup, Inc.
$27.5M
DHID.R. Horton, Inc.
$27.2M
TOLToll Brothers, Inc.
$27.0M
MHKMohawk Industries, Inc.
$26.8M
AVBAvalonBay Communities, Inc.
$26.7M
HOGHarley-Davidson, Inc.
$26.6M
AFGAmerican Financial Group, Inc.
$26.6M
EQTEQT Corporation
$26.5M
SPXCSPX Corporation
$25.4M
PBProsperity Bancshares, Inc.
$25.4M
CDPCorporate Office Properties Trust
$23.6M
MODVQModivCare Inc.
$23.6M
BancorpSouth Bank
$23.5M
THSTreeHouse Foods, Inc.
$22.2M
ENSEnerSys
$21.6M
HELEHelen of Troy Limited
$21.1M
NMIHNMI Holdings, Inc. Class A
$20.8M
SLMSLM Corp
$19.9M
APTVAptiv PLC
$19.8M
EMEEMCOR Group, Inc.
$19.6M
EMREmerson Electric Co.
$19.4M
JECUSDJacobs Engineering Group Inc.
$19.3M
URIUnited Rentals, Inc.
$19.3M
PHParker-Hannifin Corporation
$19.0M
CR1USDCrane Co.
$18.9M
BWABorgWarner Inc.
$18.8M
AYIAcuity Brands, Inc.
$18.7M
ALVAutoliv Inc.
$18.4M
AGCOAGCO Corporation
$18.4M
LEALear Corporation
$18.3M
MASMasco Corporation
$18.2M
TKRTimken Company
$18.1M
QTS Realty Trust, Inc. Class A
$18.0M
SNASnap-on Incorporated
$18.0M
GNTXGentex Corporation
$18.0M
CMICummins Inc.
$18.0M
MRVLMarvell Technology, Inc.
$17.9M
ALSNAllison Transmission Holdings, Inc.
$17.9M
SAICScience Applications International Corp.
$17.7M
THGHanover Insurance Group, Inc.
$17.1M
UPLDUpland Software, Inc.
$17.1M
TRTN-PATriton International Ltd. Class A
$16.9M
HALHalliburton Company
$16.8M
COPConocoPhillips
$16.7M
CVXChevron Corporation
$16.7M
MRO*Marathon Oil Corporation
$16.6M
RDS/ARoyal Dutch Shell Plc Sponsored ADR Class A
$16.4M
BRK/BBerkshire Hathaway Inc. Class B
$16.3M
VACMarriott Vacations Worldwide Corporation
$16.3M
BPBP p.l.c. Sponsored ADR
$16.2M
AMTAmerican Tower Corporation
$16.1M
TTENTotalEnergies SE Sponsored ADR
$16.0M
NRANRG Energy, Inc.
$16.0M
MEIMethode Electronics, Inc.
$15.6M
NWENorthWestern Corporation
$15.6M
ALKAlaska Air Group, Inc.
$15.6M
DGDollar General Corporation
$15.5M
HPHelmerich & Payne, Inc.
$15.4M
NOVNOV Inc.
$15.3M
FULH.B. Fuller Company
$14.8M
CNPCenterPoint Energy, Inc.
$14.7M
OGEOGE Energy Corp.
$14.7M
TMUST-Mobile US, Inc.
$14.6M
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