WEDGE CAPITAL MANAGEMENT L L P/NC Q3 2018 Filing

Filed November 1, 2018

Portfolio Value

$10.4B

Holdings

572

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (572 positions)

#	Stock	Shares	Value	% Portfolio
1	UHSUniversal Health Services, Inc. Class B	1,766,098	$225.8M	2.16%
2	ALLYAlly Financial Inc	7,898,010	$208.9M	2.00%
3	PCGPG&E Corporation	4,086,199	$188.0M	1.80%
4	T7DTransDigm Group Incorporated	479,500	$178.5M	1.71%
5	MURMurphy Oil Corporation	5,310,331	$177.0M	1.70%
6	EQTEQT Corporation	3,995,504	$176.7M	1.69%
7	ZBHZimmer Biomet Holdings, Inc.	1,316,605	$173.1M	1.66%
8	DOVDover Corporation	1,643,987	$145.5M	1.39%
9	EPREPR Properties	2,063,265	$141.1M	1.35%
10	RSGRepublic Services, Inc.	1,869,051	$135.8M	1.30%
11	ATGEAdtalem Global Education Inc.	2,695,797	$129.9M	1.24%
12	LAMRLamar Advertising Company Class A	1,667,686	$129.7M	1.24%
13	FNFFidelity National Financial, Inc. - FNF Group	3,252,839	$128.0M	1.23%
14	AANUSDAaron's, Inc.	2,334,327	$127.1M	1.22%
15	AERAerCap Holdings NV	2,167,809	$124.7M	1.19%
16	ASHAshland Global Holdings, Inc.	1,459,577	$122.4M	1.17%
17	4DHDana Incorporated	6,404,004	$119.6M	1.14%
18	MRVLMarvell Technology Group Ltd.	5,900,706	$113.9M	1.09%
19	AIZAssurant, Inc.	1,046,849	$113.0M	1.08%
20	DHID.R. Horton, Inc.	2,677,634	$112.9M	1.08%
21	SPBSpectrum Brands Holdings, Inc.	1,445,497	$108.0M	1.03%
22	FEFirstEnergy Corp.	2,864,433	$106.5M	1.02%
23	OIEUROwens-Illinois, Inc.	5,414,633	$101.7M	0.97%
24	TQJSignature Bank	848,680	$97.5M	0.93%
25	AVBAvalonBay Communities, Inc.	518,462	$93.9M	0.90%
26	WFRDWeatherford International plc	34,487,196	$93.5M	0.90%
27	PKGPackaging Corporation of America	847,181	$92.9M	0.89%
28	BFHAlliance Data Systems Corporation	384,918	$90.9M	0.87%
29	UGIUGI Corporation	1,602,081	$88.9M	0.85%
30	WYNEURWyndham Destinations, Inc.	1,995,406	$86.5M	0.83%
31	ALKAlaska Air Group, Inc.	1,254,594	$86.4M	0.83%
32	EMNEastman Chemical Company	871,941	$83.5M	0.80%
33	EVRGEvergy, Inc.	1,489,984	$81.8M	0.78%
34	—MGM Growth Properties LLC Class A	2,349,028	$69.3M	0.66%
35	OPTUAltice USA, Inc. Class A	3,720,643	$67.5M	0.65%
36	FITBFifth Third Bancorp	2,200,056	$61.4M	0.59%
37	AKXANSYS, Inc.	322,345	$60.2M	0.58%
38	MSIMotorola Solutions, Inc.	459,185	$59.8M	0.57%
39	PAYCPaycom Software, Inc.	383,912	$59.7M	0.57%
40	MSFTMicrosoft Corporation	521,638	$59.7M	0.57%
41	NVDANVIDIA Corporation	209,509	$58.9M	0.56%
42	MFAUSDMFA Financial, Inc.	7,993,144	$58.8M	0.56%
43	TSSTotal System Services, Inc.	592,973	$58.5M	0.56%
44	FFIVF5 Networks, Inc.	292,861	$58.4M	0.56%
45	ENOVColfax Corporation	1,598,579	$57.6M	0.55%
46	AAPLApple Inc.	254,149	$57.4M	0.55%
47	PNFPPinnacle Financial Partners, Inc.	949,697	$57.1M	0.55%
48	GPNGlobal Payments Inc.	444,662	$56.6M	0.54%
49	CTXSEURCitrix Systems, Inc.	508,830	$56.6M	0.54%
50	PAYXPaychex, Inc.	757,923	$55.8M	0.53%
51	APHAmphenol Corporation Class A	592,899	$55.7M	0.53%
52	FISVFiserv, Inc.	675,900	$55.7M	0.53%
53	QCOMQUALCOMM Incorporated	759,924	$54.7M	0.52%
54	ADIAnalog Devices, Inc.	590,535	$54.6M	0.52%
55	TXNTexas Instruments Incorporated	508,004	$54.5M	0.52%
56	STAGSTAG Industrial, Inc.	1,887,534	$51.9M	0.50%
57	CICigna Corporation	247,613	$51.6M	0.49%
58	MDMEDNAX, Inc.	1,078,872	$50.3M	0.48%
59	AIGAmerican International Group, Inc.	914,430	$48.7M	0.47%
60	—Delphi Technologies Plc	1,518,272	$47.6M	0.46%
61	KEYSKeysight Technologies Inc	716,288	$47.5M	0.45%
62	BACBank of America Corp	1,588,591	$46.8M	0.45%
63	PBProsperity Bancshares, Inc.(R)	672,142	$46.6M	0.45%
64	QVCAUSDQurate Retail, Inc. Class A	1,951,141	$43.3M	0.41%
65	—QTS Realty Trust, Inc. Class A	983,358	$42.0M	0.40%
66	ACMAECOM	1,217,469	$39.8M	0.38%
67	GWRUSDGenesee & Wyoming, Inc. Class A	428,983	$39.0M	0.37%
68	—Great Western Bancorp, Inc.	914,714	$38.6M	0.37%
69	WCGEURWellCare Health Plans, Inc.	120,336	$38.6M	0.37%
70	AEOAmerican Eagle Outfitters, Inc.	1,536,872	$38.2M	0.37%
71	SXIStandex International Corporation	360,946	$37.6M	0.36%
72	GRMNGarmin Ltd.	530,185	$37.1M	0.36%
73	DVADaVita Inc.	513,784	$36.8M	0.35%
74	VFCV.F. Corporation	393,143	$36.7M	0.35%
75	PFEPfizer Inc.	833,524	$36.7M	0.35%
76	HDHome Depot, Inc.	177,169	$36.7M	0.35%
77	GILDGilead Sciences, Inc.	474,557	$36.6M	0.35%
78	BBYBest Buy Co., Inc.	460,552	$36.5M	0.35%
79	ORLYO'Reilly Automotive, Inc.	105,086	$36.5M	0.35%
80	ABGAmerisourceBergen Corporation	395,284	$36.5M	0.35%
81	MOHMolina Healthcare, Inc.	245,136	$36.5M	0.35%
82	W3UWestern Union Company	1,901,773	$36.2M	0.35%
83	DGDollar General Corporation	329,018	$36.0M	0.34%
84	DYHTarget Corporation	406,725	$35.9M	0.34%
85	—Allergan plc	187,112	$35.6M	0.34%
86	BIIBBiogen Inc.	100,873	$35.6M	0.34%
87	URBNUrban Outfitters, Inc.	865,990	$35.4M	0.34%
88	AMGNAmgen Inc.	170,249	$35.3M	0.34%
89	DHRDanaher Corporation	323,136	$35.1M	0.34%
90	MRKMerck & Co., Inc.	494,834	$35.1M	0.34%
91	ITTITT, Inc.	570,283	$34.9M	0.33%
92	THSTreeHouse Foods, Inc.	729,589	$34.9M	0.33%
93	CELGCelgene Corporation	389,679	$34.9M	0.33%
94	ELVAnthem, Inc.	127,073	$34.8M	0.33%
95	HOLXHologic, Inc.	847,938	$34.7M	0.33%
96	UTHUnited Therapeutics Corporation	270,343	$34.6M	0.33%
97	JNJJohnson & Johnson	249,928	$34.5M	0.33%
98	—Vectren Corporation	479,390	$34.3M	0.33%
99	MCOMoody's Corporation	204,542	$34.2M	0.33%
100	MCKMcKesson Corporation	256,748	$34.1M	0.33%

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