WEDGE CAPITAL MANAGEMENT L L P/NC Q3 2017 Filing

Filed October 31, 2017

Portfolio Value

$10.7B

Holdings

567

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (567 positions)

#	Stock	Shares	Value	% Portfolio
1	EQTEQT CORPORATION	2,976,519	$194.2M	1.81%
2	ALLYALLY FINANCIAL INC	7,460,701	$181.0M	1.68%
3	T7DTRANSDIGM GROUP INCORPORATED	690,507	$176.5M	1.64%
4	UHSUNIVERSAL HEALTH SERVICES, INC. CLASS B	1,566,918	$173.8M	1.62%
5	ZBHZIMMER BIOMET HOLDINGS, INC.	1,450,297	$169.8M	1.58%
6	MURMURPHY OIL CORPORATION	6,207,620	$164.9M	1.53%
7	DOVDOVER CORPORATION	1,758,338	$160.7M	1.50%
8	4DHDANA INCORPORATED	5,649,070	$157.9M	1.47%
9	—GREAT PLAINS ENERGY INCORPORATED	4,978,584	$150.9M	1.40%
10	PNWPINNACLE WEST CAPITAL CORPORATION	1,654,689	$139.9M	1.30%
11	DHID.R. HORTON, INC.	3,366,752	$134.4M	1.25%
12	FNFFIDELITY NATIONAL FINANCIAL, INC. - FNF GROUP	2,825,708	$134.1M	1.25%
13	WYNEURWYNDHAM WORLDWIDE CORPORATION	1,235,674	$130.3M	1.21%
14	WFRDWEATHERFORD INTERNATIONAL PLC	27,835,524	$127.5M	1.19%
15	MRVLMARVELL TECHNOLOGY GROUP LTD.	7,105,282	$127.2M	1.18%
16	LAMRLAMAR ADVERTISING COMPANY CLASS A	1,770,736	$121.3M	1.13%
17	RSGREPUBLIC SERVICES, INC.	1,822,471	$120.4M	1.12%
18	CFRCULLEN/FROST BANKERS, INC.	1,228,405	$116.6M	1.09%
19	EPREPR PROPERTIES	1,654,418	$115.4M	1.07%
20	OIEUROWENS-ILLINOIS, INC.	4,560,154	$114.7M	1.07%
21	ASHASHLAND GLOBAL HOLDINGS, INC.	1,748,825	$114.4M	1.06%
22	AIZASSURANT, INC.	1,194,834	$114.1M	1.06%
23	—DELPHI AUTOMOTIVE PLC	1,156,447	$113.8M	1.06%
24	PKGPACKAGING CORPORATION OF AMERICA	920,423	$105.6M	0.98%
25	AERAERCAP HOLDINGS NV	2,038,372	$104.2M	0.97%
26	TQJSIGNATURE BANK	791,794	$101.4M	0.94%
27	EMNEASTMAN CHEMICAL COMPANY	1,104,379	$99.9M	0.93%
28	AVBAVALONBAY COMMUNITIES, INC.	527,766	$94.2M	0.88%
29	MDMEDNAX, INC.	2,101,032	$90.6M	0.84%
30	KEYSKEYSIGHT TECHNOLOGIES INC	2,151,944	$89.7M	0.83%
31	DXCDXC TECHNOLOGY CO.	1,037,906	$89.1M	0.83%
32	UGIUGI CORPORATION	1,819,349	$85.3M	0.79%
33	BFHALLIANCE DATA SYSTEMS CORPORATION	367,907	$81.5M	0.76%
34	RCLROYAL CARIBBEAN CRUISES LTD.	674,660	$80.0M	0.74%
35	CITUSDCIT GROUP INC.	1,529,567	$75.0M	0.70%
36	FITBFIFTH THIRD BANCORP	2,467,160	$69.0M	0.64%
37	—TCF FINANCIAL CORPORATION	4,048,099	$69.0M	0.64%
38	MFAUSDMFA FINANCIAL, INC.	7,569,903	$66.3M	0.62%
39	—MGM GROWTH PROPERTIES LLC CLASS A	2,136,012	$64.5M	0.60%
40	STAGSTAG INDUSTRIAL, INC.	2,169,600	$59.6M	0.55%
41	THSTREEHOUSE FOODS, INC.	871,215	$59.0M	0.55%
42	LRCXEURLAM RESEARCH CORPORATION	307,340	$56.9M	0.53%
43	TXNTEXAS INSTRUMENTS INCORPORATED	625,176	$56.0M	0.52%
44	INTCINTEL CORPORATION	1,448,882	$55.2M	0.51%
45	ENOVCOLFAX CORPORATION	1,322,418	$55.1M	0.51%
46	BABOEING COMPANY	216,104	$54.9M	0.51%
47	NOCNORTHROP GRUMMAN CORPORATION	188,797	$54.3M	0.51%
48	UNHUNITEDHEALTH GROUP INCORPORATED	276,893	$54.2M	0.50%
49	TELTE CONNECTIVITY LTD.	648,437	$53.9M	0.50%
50	APHAMPHENOL CORPORATION CLASS A	633,846	$53.6M	0.50%
51	FISVFISERV, INC.	414,477	$53.5M	0.50%
52	—L3 TECHNOLOGIES, INC.	279,441	$52.7M	0.49%
53	GDGENERAL DYNAMICS CORPORATION	253,807	$52.2M	0.49%
54	S9QSPIRIT AEROSYSTEMS HOLDINGS, INC. CLASS A	669,925	$52.1M	0.48%
55	GPNGLOBAL PAYMENTS INC.	546,250	$51.9M	0.48%
56	ORCLORACLE CORPORATION	1,071,702	$51.8M	0.48%
57	LMTLOCKHEED MARTIN CORPORATION	166,163	$51.6M	0.48%
58	PBPROSPERITY BANCSHARES, INC.(R)	773,769	$50.9M	0.47%
59	ACMAECOM	1,361,538	$50.1M	0.47%
60	MSIMOTOROLA SOLUTIONS, INC.	589,180	$50.0M	0.47%
61	AAPLAPPLE INC.	321,984	$49.6M	0.46%
62	BACBANK OF AMERICA CORPORATION	1,946,823	$49.3M	0.46%
63	BCBRUNSWICK CORPORATION	878,002	$49.1M	0.46%
64	—CSRA, INC.	1,472,961	$47.5M	0.44%
65	AIGAMERICAN INTERNATIONAL GROUP, INC.	732,838	$45.0M	0.42%
66	CNCCENTENE CORPORATION	456,881	$44.2M	0.41%
67	—GREAT WESTERN BANCORP, INC.	1,057,965	$43.7M	0.41%
68	TSNTYSON FOODS, INC. CLASS A	617,641	$43.5M	0.40%
69	GILDGILEAD SCIENCES, INC.	535,474	$43.4M	0.40%
70	BIIBBIOGEN INC.	135,083	$42.3M	0.39%
71	SXISTANDEX INTERNATIONAL CORPORATION	398,168	$42.3M	0.39%
72	AMGNAMGEN INC.	221,039	$41.2M	0.38%
73	—AETNA INC.	257,610	$41.0M	0.38%
74	ABGAMERISOURCEBERGEN CORPORATION	494,216	$40.9M	0.38%
75	—EXPRESS SCRIPTS HOLDING COMPANY	639,521	$40.5M	0.38%
76	ENSENERSYS	583,008	$40.3M	0.38%
77	ELVANTHEM, INC.	212,295	$40.3M	0.38%
78	MCKMCKESSON CORPORATION	261,862	$40.2M	0.37%
79	W3UWESTERN UNION COMPANY	2,073,886	$39.8M	0.37%
80	SRCLSTERICYCLE, INC.	554,881	$39.7M	0.37%
81	DHRDANAHER CORPORATION	462,466	$39.7M	0.37%
82	—MICROSEMI CORPORATION	763,398	$39.3M	0.37%
83	JNJJOHNSON & JOHNSON	299,863	$39.0M	0.36%
84	URIUNITED RENTALS, INC.	278,483	$38.6M	0.36%
85	MRKMERCK & CO., INC.	603,304	$38.6M	0.36%
86	—DR PEPPER SNAPPLE GROUP, INC.	429,687	$38.0M	0.35%
87	HOLXHOLOGIC, INC.	1,032,923	$37.9M	0.35%
88	TOLTOLL BROTHERS, INC.	881,749	$36.6M	0.34%
89	LMEURLEGG MASON, INC.	926,711	$36.4M	0.34%
90	PHMPULTEGROUP, INC.	1,322,360	$36.1M	0.34%
91	TRVCCITIGROUP INC	490,819	$35.7M	0.33%
92	UNMUNUM GROUP	692,202	$35.4M	0.33%
93	—CONVERGYS CORPORATION	1,362,568	$35.3M	0.33%
94	—INTEGRATED DEVICE TECHNOLOGY, INC.	1,317,859	$35.0M	0.33%
95	HDHOME DEPOT, INC.	213,229	$34.9M	0.32%
96	A4SAMERIPRISE FINANCIAL, INC.	233,044	$34.6M	0.32%
97	—VECTREN CORPORATION	523,267	$34.4M	0.32%
98	MANMANPOWERGROUP INC.	290,862	$34.3M	0.32%
99	DWDMORGAN STANLEY	710,932	$34.2M	0.32%
100	LNCLINCOLN NATIONAL CORPORATION	463,923	$34.1M	0.32%

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