WEDGE CAPITAL MANAGEMENT L L P/NC Q2 2023 Filing

Filed July 17, 2023

Portfolio Value

$6.3B

Holdings

505

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (505 positions)

StockValue
TKRThe Timken Co
$21.0M
EVRGEvergy Inc
$20.6M
PAHUSDElement Solutions Inc
$20.6M
APAAPA Corporation
$20.4M
UHSUniversal Health Services Inc
$20.3M
LFUSLittelfuse Inc
$19.3M
SMSM Energy Co
$19.2M
URIUnited Rentals Inc
$18.6M
RRCRange Resources Corp
$18.0M
ZBHZimmer Biomet Holdings Inc
$17.9M
BKRBaker Hughes Company
$17.8M
ATGEAdtalem Global Education Inc
$17.7M
COPConocoPhillips
$17.6M
BPBP p.l.c.
$17.5M
MRO*Marathon Oil Corp
$17.4M
TTENTOTAL SE SPONSORED ADS
$17.4M
SHELShell PLC Spon ADS
$17.2M
ACGLArch Capital Group Ltd
$16.8M
EMNEastman Chemical Co
$16.8M
KMXCarMax Inc
$16.7M
CNXCNX Resources Corp
$16.6M
CIVICivitas Resources Inc New
$16.4M
MGYMagnolia Oil & Gas Corp Cl A
$16.0M
PORPortland General Electric Co
$16.0M
PNWPinnacle West Capital Corp
$15.7M
USFDUS Foods Holding Corp
$15.5M
PEGPublic Service Enterprise Grou
$15.2M
FEFirstEnergy Corp
$15.2M
SSBUSDSouth State Corp
$15.1M
TMUST-Mobile US Inc
$15.1M
EIXEdison International
$15.0M
PBProsperity Bancshares Inc
$15.0M
BACVerizon Communications Inc
$15.0M
BRK/BBerkshire Hathaway Inc
$14.7M
ATKRAtkore Intl Group Inc
$14.7M
PPLPPL Corp
$14.4M
SNASnap-on Inc
$14.4M
EMREmerson Electric Co
$14.3M
PHParker-Hannifin Corp
$14.2M
GNTXGentex Corp
$14.1M
CMICummins Inc
$14.1M
OSKOshkosh Corp
$14.1M
HCQAMN Healthcare Services Inc
$14.0M
NSANational Storage Affiliates Tr
$13.9M
BWABorgWarner Inc
$13.9M
MASMasco Corp
$13.8M
CDPCorporate Office Properties Tr
$13.7M
AMTAmerican Tower Corp
$13.6M
MLIMueller Industries Inc
$13.6M
GPCGenuine Parts Co
$13.6M
AGCOAGCO Corp
$13.4M
LHXL3harris Technologies Inc
$13.4M
JJacobs Solutions Inc
$13.3M
LEALear Corp
$13.3M
ESABEsab Corporation Com
$13.2M
RRyder System Inc
$13.2M
VNTVontier Corporation
$13.1M
ITTITT Inc
$13.0M
ALVAutoliv Inc
$12.9M
MMM3M Co
$12.9M
SBACSBA Communications Corp
$12.9M
AYIAcuity Brands Inc
$12.9M
KNXKnight-Swift Trans Holdings In
$12.8M
TNLTravel Leisure Co
$12.8M
AIZAssurant Inc
$12.7M
SAICScience Applications Intl Corp
$12.6M
QDELQuidel Corp
$12.6M
ZBRAZebra Technologies Corp
$12.5M
SYYSysco Corp
$12.5M
ALITAlight Inc Cl A
$12.4M
ENOVEnovis Corp
$12.2M
ENSEnerSys
$12.1M
CADECadence Bank Com
$12.1M
DGDollar General Corp
$11.8M
SEESealed Air Corp
$11.8M
EVREvercore Inc Class A
$11.5M
LNTAlliant Energy Corp
$11.5M
NMIHNMI Holdings Inc Cl A
$11.5M
CNNECannae Holdings Inc
$11.4M
DTMDt Midstream Inc Common Stock
$11.1M
CMSCMS Energy Corp
$10.9M
NWENorthwestern Corp
$10.9M
FDXFedEx Corp
$10.7M
BLDRBuilders FirstSource Inc
$10.6M
BLMNBloomin' Brands Inc
$10.4M
GDDYGoDaddy Inc
$10.3M
TDYTeledyne Technologies Inc
$10.2M
SIXEURSix Flags Entertainment Corp
$10.2M
SPUSDSP Plus Corp
$10.1M
WMWaste Management Inc
$10.1M
IBPInstalled Building Prods Inc
$9.9M
LOWLowe's Cos Inc
$9.9M
MCOMoodys Corp
$9.9M
RSReliance Steel & Aluminum Co
$9.8M
AVTRAvantor Inc
$9.7M
OCOwens Corning
$9.5M
DFINDonnelley Financial Solutions
$9.4M
JCIJohnson Controls Intl plc
$9.4M
BECNUSDBeacon Roofing Supply Inc
$9.3M
THGThe Hanover Insurance Group In
$9.1M
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