WEDGE CAPITAL MANAGEMENT L L P/NC Q3 2022 Filing

Filed October 13, 2022

Portfolio Value

$5.9B

Holdings

403

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (403 positions)

StockValue
ALLYAlly Financial Inc
$63.5M
TXNTexas Instruments Inc
$63.1M
CDNSCadence Design Systems Inc
$53.4M
DOXAmdocs Ltd
$53.3M
ANETEURArista Networks Inc
$51.9M
AAPLApple Inc
$51.3M
KEYSKeysight Technologies Inc
$50.8M
FTNTFortinet Inc
$50.7M
ITGartner Inc
$50.4M
ACNAccenture plc
$50.0M
ONON Semiconductor Corp
$50.0M
CTSHCognizant Technology Solutions
$50.0M
CDWCDW Corp
$49.6M
PAYXPaychex Inc
$49.6M
INTUIntuit Inc
$49.5M
APHAmphenol Corp
$49.4M
LOWLowe's Cos Inc
$49.1M
TELTE Connectivity Ltd Reg
$48.1M
NTAPNetApp Inc
$47.9M
QCOMQUALCOMM Inc
$47.6M
STAGSTAG Industrial Inc
$47.5M
DOVDover Corp
$46.8M
FLT1EURFleetCor Technologies Inc
$46.5M
AXSAxis Capital Holdings Ltd
$45.4M
CICigna Corp
$45.2M
NXSTNexstar Media Group Inc
$43.8M
ARWArrow Electrs Inc
$42.6M
FNFFidelity Natl Financial Inc
$41.3M
CSLCarlisle Cos Inc
$41.3M
HCAHCA Healthcare Inc
$41.1M
ACGLArch Capital Group Ltd
$40.9M
HCQAMN Healthcare Services Inc
$40.5M
AZOAutoZone Inc
$39.8M
MUSAMurphy USA Inc
$38.4M
TSCOTractor Supply Co
$37.8M
HRBH&R Block Inc
$37.7M
DDSDillard's Inc
$37.7M
FTVFortive Corp
$37.2M
SLMSLM Corp
$37.2M
GISGeneral Mills Inc
$37.1M
BJBjs Whsl Club Holdings Inc
$37.0M
DKSDicks Sporting Goods Inc
$36.5M
BMYBristol-Myers Squibb Co
$36.3M
ANAutoNation Inc
$36.3M
SJMJ.M. Smucker Co
$36.1M
ULTAUlta Beauty Inc
$36.1M
BYDBoyd Gaming Corp
$36.0M
HUMHumana Inc
$35.8M
MCKMcKesson Corp
$35.7M
AMGNAmgen Inc
$35.3M
DGXQuest Diagnostics Inc
$35.3M
MOHMolina Healthcare Inc
$35.3M
CVSCVS Health Corp
$35.1M
MATMattel Inc
$35.1M
ELVElevance Health Inc
$35.1M
BCBrunswick Corp
$35.0M
ABGAmerisourceBergen Corp
$34.9M
HOLXHologic Inc
$34.9M
ZBHZimmer Biomet Holdings Inc
$34.7M
UTHUnited Therapeutics Corp
$34.7M
LADLithia Motors Inc Cl A
$34.5M
MARMarriott Intl Inc
$34.4M
ABBVAbbVie Inc
$34.4M
KHCKraft Heinz Co
$34.2M
RSGRepublic Services Inc
$33.9M
WSMWilliams-Sonoma Inc
$33.3M
ETREntergy Corp
$33.2M
HSICSchein Henry Inc
$33.1M
PRKSSeaWorld Entertainment Inc
$33.0M
CNCCentene Corp
$33.0M
THCTenet Healthcare Corp New
$33.0M
TQJSignature Bank
$32.9M
TSNTyson Foods Inc
$32.9M
Laboratory Corp of America Hol
$32.7M
KRKroger Co
$32.6M
APAAPA Corporation
$32.5M
JAZZJazz Pharmaceuticals plc
$32.3M
GPNGlobal Payments Inc
$32.1M
OMFOneMain Holdings Inc
$31.4M
ATGEAdtalem Global Education Inc
$31.1M
PORPortland General Electric Co
$31.1M
EHCEncompass Health Corp
$30.3M
KMXCarMax Inc
$29.7M
UNMUnum Group
$29.0M
PAHUSDElement Solutions Inc
$28.1M
VOYAVoya Financial Inc
$28.0M
PNFPPinnacle Financial Partners In
$27.5M
LHXL3harris Technologies Inc
$27.4M
CUCAAvis Budget Group
$27.4M
HIGThe Hartford Financial Service
$27.3M
PDCEUSDPDC Energy Inc
$27.2M
SYU1Synovus Financial Corp
$27.1M
CFGCitizens Financial Group Inc
$26.7M
USFDUS Foods Holding Corp
$26.5M
LNCLincoln Natl Corp
$26.5M
EQHEquitable Holdings Inc
$26.4M
JEFJefferies Financial Group Inc
$26.4M
A4SAmeriprise Financial Inc
$26.2M
KEYKeyCorp
$26.2M
DFSEURDiscover Financial Services
$25.7M
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