WEDGE CAPITAL MANAGEMENT L L P/NC Q3 2024 Filing

Filed October 11, 2024

Portfolio Value

$5.8B

Holdings

498

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (498 positions)

#StockSharesValue% PortfolioType
1
METAMeta Platforms Inc
116,580$66.7B1152.11%
2
ANETEURArista Networks Inc
173,180$66.5B1147.53%
3
AAPLApple Inc
283,813$66.1B1141.63%
4
MSFTMicrosoft Corp
152,245$65.5B1130.97%
5
LDOSLeidos Holdings Inc
397,966$64.9B1119.88%
6
GOOGLAlphabet Inc Cap Stock Cl A
386,249$64.1B1105.91%
7
GDDYGoDaddy Inc
401,249$62.9B1086.03%
8
PSNParsons Corp Com
602,953$62.5B1079.24%
9
DOXAmdocs Ltd
710,672$62.2B1073.29%
10
AMATApplied Materials Inc
306,787$62.0B1070.12%
11
FFIVF5 Inc Com
278,776$61.4B1059.77%
12
APHAmphenol Corp
930,791$60.7B1047.06%
13
KLACKLA-Tencor Corp
78,047$60.4B1043.44%
14
QCOMQUALCOMM Inc
354,389$60.3B1040.39%
15
ITGartner Inc
118,821$60.2B1039.52%
16
LRCXEURLam Research Corp
73,408$59.9B1034.22%
17
T7DTransDigm Group Inc
41,953$59.9B1033.63%
18
PAYXPaychex Inc
444,305$59.6B1029.29%
19
CDNSCadence Design Systems Inc
219,190$59.4B1025.60%
20
NTAPNetApp Inc
478,448$59.1B1020.18%
21
BAHBooz Allen Hamilton Holding Co
362,239$59.0B1017.84%
22
LMTLockheed Martin Corp
100,283$58.6B1012.03%
23
INTUIntuit Inc
92,540$57.5B992.11%
24
FTNTFortinet Inc
738,528$57.3B988.75%
25
TXTTextron Inc
645,531$57.2B987.17%
26
PHMPulteGroup Inc
394,294$56.6B977.01%
27
MTHMeritage Homes Corp
272,122$55.8B963.39%
28
TOLToll Brothers Inc
359,800$55.6B959.62%
29
KBHKb Home Com
606,391$52.0B897.06%
30
TMHCTaylor Morrison Home Corp
738,830$51.9B896.17%
31
RCLRoyal Caribbean Group
289,518$51.3B886.48%
32
ANFAbercrombie & Fitch Co
362,479$50.7B875.47%
33
ALLYAlly Financial Inc
1,395,308$49.7B857.31%
34
HRBH&R Block Inc
777,264$49.4B852.75%
35
DHID.R. Horton Inc
257,805$49.2B849.06%
36
CASYCaseys General Stores Inc
129,480$48.6B839.83%
37
DECKDeckers Outdoor Corp
304,354$48.5B837.80%
38
GRMNGarmin Ltd
258,482$45.5B785.52%
39
DKSDicks Sporting Goods Inc
212,986$44.5B767.38%
40
MUSAMurphy USA Inc
89,968$44.3B765.52%
41
UNMUnum Group
738,040$43.9B757.35%
42
HCAHCA Healthcare Inc
107,746$43.8B756.01%
43
RFRegions Financial Corp
1,828,551$42.7B736.48%
44
METMetLife Inc
503,933$41.6B717.56%
45
SYFSynchrony Financial
825,232$41.2B710.63%
46
JXNJackson Financial Inc Cl A
447,171$40.8B704.29%
47
A4SAmeriprise Financial Inc
86,610$40.7B702.47%
48
AERAerCap Holdings NV
427,756$40.5B699.48%
49
FNFFidelity Natl Financial Inc
651,708$40.4B698.24%
50
STTState Street Corp
455,406$40.3B695.56%
51
HIGThe Hartford Financial Service
336,273$39.5B682.77%
52
TRVCCitigroup Inc
630,578$39.5B681.48%
53
LNWOLight & Wonder Inc
434,206$39.4B680.12%
54
CIThe Cigna Group Com
113,430$39.3B678.41%
55
DVADaVita Inc
238,494$39.1B674.95%
56
PRUPrudential Financial Inc
322,052$39.0B673.30%
57
THCTenet Healthcare Corp New
231,353$38.5B663.81%
58
WFCWells Fargo & Co
679,748$38.4B662.91%
59
GSThe Goldman Sachs Group Inc
77,286$38.3B660.60%
60
ZIONZions Bancorporation
803,463$37.9B654.98%
61
SYU1Synovus Financial Corp
843,884$37.5B647.87%
62
TAPMolson Coors Brewing Co
648,704$37.3B644.17%
63
DGXQuest Diagnostics Inc
239,963$37.3B643.15%
64
HOLXHologic Inc
456,854$37.2B642.48%
65
POSTPost Holdings Inc
294,521$34.1B588.54%
66
GILDGilead Sciences Inc
399,634$33.5B578.43%
67
BMYBristol-Myers Squibb Co
638,322$33.0B570.17%
68
JAZZJazz Pharmaceuticals plc
291,684$32.5B561.02%
69
ABBVAbbVie Inc
164,552$32.5B561.00%
70
PFEPfizer Inc
1,115,201$32.3B557.17%
71
UTHUnited Therapeutics Corp
89,579$32.1B554.18%
72
MOHMolina Healthcare Inc
92,822$32.0B552.15%
73
LHLabcorp Holdings Inc
142,968$32.0B551.59%
74
W3UThe Western Union Co
2,638,872$31.5B543.50%
75
CNCCentene Corp
416,152$31.3B540.84%
76
CAHCardinal Health Inc
278,860$30.8B532.07%
77
4I1Philip Morris Intl Inc
253,640$30.8B531.59%
78
ELVElevance Health Inc
58,923$30.6B528.96%
79
ABGCencora Inc Com
134,231$30.2B521.59%
80
BIIBBiogen Inc
152,661$29.6B510.87%
81
MCKMcKesson Corp
57,560$28.5B491.31%
82
OGNOrganon & Co Common Stock
1,477,258$28.3B487.88%
83
EXEChesapeake Energy Corp
318,358$26.2B452.05%
84
MURMurphy Oil Corp
672,717$22.7B391.85%
85
BKRBaker Hughes Company
621,966$22.5B388.16%
86
SMSM Energy Co
560,381$22.4B386.68%
87
OVVOvintiv Inc
555,472$21.3B367.38%
88
HALHalliburton Co
716,360$20.8B359.27%
89
TTENTOTAL SE SPONSORED ADS
319,806$20.7B356.77%
90
CSLCarlisle Cos Inc
45,529$20.5B353.51%
91
BPBP p.l.c.
646,102$20.3B350.13%
92
SHELShell PLC Spon ADS
306,342$20.2B348.79%
93
VSTVistra Energy Corp
168,166$19.9B344.14%
94
ALSNAllison Transmission Holdings
205,633$19.8B341.05%
95
EMEEMCOR Group Inc
44,912$19.3B333.81%
96
DOVDover Corp
92,629$17.8B306.62%
97
MKLMarkel Group Inc
10,314$16.2B279.30%
98
FTVFortive Corp
200,416$15.8B273.09%
99
NRANRG Energy Inc
173,137$15.8B272.30%
100
TKRThe Timken Co
184,252$15.5B268.12%
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