WEDGE CAPITAL MANAGEMENT L L P/NC Q2 2022 Filing

Filed July 11, 2022

Portfolio Value

$6.3B

Holdings

406

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (406 positions)

#	Stock	Shares	Value	% Portfolio
1	ALLYAlly Financial Inc	2,174,095	$72.9M	1.16%
2	OMFOneMain Holdings Inc	1,797,468	$67.2M	1.07%
3	STAGSTAG Industrial Inc	1,699,843	$52.5M	0.84%
4	AXSAxis Capital Holdings Ltd	899,501	$51.4M	0.82%
5	DOVDover Corp	415,928	$50.5M	0.80%
6	CICigna Corp	180,994	$47.7M	0.76%
7	HIIHuntington Ingalls Industries	217,263	$47.3M	0.75%
8	FNFFidelity Natl Financial Inc	1,267,746	$46.9M	0.75%
9	CDNSCadence Design Systems Inc	309,936	$46.5M	0.74%
10	FTNTFortinet Inc	815,579	$46.1M	0.73%
11	DOXAmdocs Ltd	552,208	$46.0M	0.73%
12	MSFTMicrosoft Corp	178,169	$45.8M	0.73%
13	ORCLOracle Corp	651,814	$45.5M	0.72%
14	AAPLApple Inc	331,767	$45.4M	0.72%
15	LMTLockheed Martin Corp	105,458	$45.3M	0.72%
16	INTUIntuit Inc	113,796	$43.9M	0.70%
17	KEYSKeysight Technologies Inc	318,029	$43.8M	0.70%
18	PAYXPaychex Inc	383,073	$43.6M	0.69%
19	ARWArrow Electrs Inc	387,447	$43.4M	0.69%
20	ANETEURArista Networks Inc	462,655	$43.4M	0.69%
21	ACNAccenture plc	154,854	$43.0M	0.68%
22	CTSHCognizant Technology Solutions	636,808	$43.0M	0.68%
23	CSLCarlisle Cos Inc	179,265	$42.8M	0.68%
24	ITGartner Inc	175,725	$42.5M	0.68%
25	APHAmphenol Corp	652,200	$42.0M	0.67%
26	CDWCDW Corp	264,873	$41.7M	0.66%
27	NTAPNetApp Inc	637,647	$41.6M	0.66%
28	TELTE Connectivity Ltd Reg	362,329	$41.0M	0.65%
29	QCOMQUALCOMM Inc	320,753	$41.0M	0.65%
30	KLACKLA-Tencor Corp	128,314	$40.9M	0.65%
31	NXSTNexstar Media Group Inc	246,468	$40.1M	0.64%
32	HPEHewlett Packard Enterprise Co	3,019,284	$40.0M	0.64%
33	GISGeneral Mills Inc	526,698	$39.7M	0.63%
34	ACGLArch Capital Group Ltd	872,884	$39.7M	0.63%
35	HUMHumana Inc	84,746	$39.7M	0.63%
36	EHCEncompass Health Corp	706,572	$39.6M	0.63%
37	FLT1EURFleetCor Technologies Inc	187,834	$39.5M	0.63%
38	LOWLowe's Cos Inc	225,734	$39.4M	0.63%
39	SLMSLM Corp	2,437,469	$38.9M	0.62%
40	ONON Semiconductor Corp	768,926	$38.7M	0.62%
41	7HPHP Inc	1,179,796	$38.7M	0.62%
42	ETREntergy Corp	342,982	$38.6M	0.61%
43	KMXCarMax Inc	425,557	$38.5M	0.61%
44	SJMJ.M. Smucker Co	298,040	$38.2M	0.61%
45	ABBVAbbVie Inc	247,503	$37.9M	0.60%
46	PORPortland General Electric Co	782,630	$37.8M	0.60%
47	UTHUnited Therapeutics Corp	160,028	$37.7M	0.60%
48	KHCKraft Heinz Co	988,384	$37.7M	0.60%
49	JAZZJazz Pharmaceuticals plc	240,622	$37.5M	0.60%
50	BMYBristol-Myers Squibb Co	485,626	$37.4M	0.59%
51	MCKMcKesson Corp	114,421	$37.3M	0.59%
52	ULUnilever PLC Sp ADR	812,968	$37.3M	0.59%
53	CNCCentene Corp	439,139	$37.2M	0.59%
54	ZBHZimmer Biomet Holdings Inc	349,545	$36.7M	0.58%
55	ATGEAdtalem Global Education Inc	1,015,565	$36.5M	0.58%
56	FTVFortive Corp	669,203	$36.4M	0.58%
57	AMGNAmgen Inc	149,387	$36.3M	0.58%
58	MOHMolina Healthcare Inc	128,322	$35.9M	0.57%
59	ELVElevance Health Inc	74,327	$35.9M	0.57%
60	RSGRepublic Services Inc	273,642	$35.8M	0.57%
61	TSNTyson Foods Inc	415,962	$35.8M	0.57%
62	KRKroger Co	754,440	$35.7M	0.57%
63	AZOAutoZone Inc	16,488	$35.4M	0.56%
64	DGXQuest Diagnostics Inc	265,065	$35.2M	0.56%
65	4I1Philip Morris Intl Inc	352,866	$34.8M	0.55%
66	LHLaboratory Corp of America Hol	148,023	$34.7M	0.55%
67	HOLXHologic Inc	499,686	$34.6M	0.55%
68	ABGAmerisourceBergen Corp	242,576	$34.3M	0.55%
69	GPNGlobal Payments Inc	309,164	$34.2M	0.54%
70	HSICSchein Henry Inc	443,362	$34.0M	0.54%
71	USFDUS Foods Holding Corp	1,068,217	$32.8M	0.52%
72	HRBH&R Block Inc	921,474	$32.5M	0.52%
73	DLTRDollar Tree Inc	206,581	$32.2M	0.51%
74	TSCOTractor Supply Co	165,842	$32.1M	0.51%
75	TQJSignature Bank	177,968	$31.9M	0.51%
76	PAHUSDElement Solutions Inc	1,789,876	$31.9M	0.51%
77	LHXL3harris Technologies Inc	130,943	$31.6M	0.50%
78	THCTenet Healthcare Corp New	598,189	$31.4M	0.50%
79	ULTAUlta Beauty Inc	81,548	$31.4M	0.50%
80	ANAutoNation Inc	280,118	$31.3M	0.50%
81	APAAPA Corporation	893,232	$31.2M	0.50%
82	LADLithia Motors Inc Cl A	112,507	$30.9M	0.49%
83	NVRNVR Inc	7,614	$30.5M	0.49%
84	PHMPulteGroup Inc	755,906	$30.0M	0.48%
85	DRIDarden Restaurants Inc	264,476	$29.9M	0.48%
86	MKLMarkel Corp	23,078	$29.8M	0.47%
87	LENLennar Corp	422,181	$29.8M	0.47%
88	DHID.R. Horton Inc	449,336	$29.7M	0.47%
89	MUSAMurphy USA Inc	126,189	$29.4M	0.47%
90	RLRalph Lauren Corp	327,035	$29.3M	0.47%
91	METMetLife Inc	463,882	$29.1M	0.46%
92	PG4Principal Financial Group Inc	435,670	$29.1M	0.46%
93	GSThe Goldman Sachs Group Inc	96,750	$28.7M	0.46%
94	UHSUniversal Health Services Inc	283,584	$28.6M	0.45%
95	BYDBoyd Gaming Corp	571,527	$28.4M	0.45%
96	UNMUnum Group	831,124	$28.3M	0.45%
97	WSMWilliams-Sonoma Inc	254,452	$28.2M	0.45%
98	BCBrunswick Corp	429,019	$28.0M	0.45%
99	NYCBEURNew York Community Bancorp Inc	3,072,204	$28.0M	0.45%
100	VOYAVoya Financial Inc	470,951	$28.0M	0.45%

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