WEDGE CAPITAL MANAGEMENT L L P/NC Q4 2018 Filing

Filed January 31, 2019

Portfolio Value

$8.1B

Holdings

554

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (554 positions)

StockValue
UHSUniversal Health Services, Inc. Class B
$172.0M
ALLYAlly Financial Inc
$162.5M
PCGPG&E Corporation
$155.0M
T7DTransDigm Group Incorporated
$137.8M
ZBHZimmer Biomet Holdings, Inc.
$124.2M
RSGRepublic Services, Inc.
$121.5M
ATGEAdtalem Global Education Inc.
$113.5M
EPREPR Properties
$108.0M
DOVDover Corporation
$105.3M
MURMurphy Oil Corporation
$100.4M
LAMRLamar Advertising Company Class A
$97.1M
FEFirstEnergy Corp.
$94.7M
ASHAshland Global Holdings, Inc.
$94.4M
FNFFidelity National Financial, Inc. - FNF Group
$92.0M
4DHDana Incorporated
$88.2M
AANUSDAaron's, Inc.
$88.1M
MRVLMarvell Technology Group Ltd.
$85.1M
OIEUROwens-Illinois, Inc.
$84.9M
AIZAssurant, Inc.
$83.1M
AVBAvalonBay Communities, Inc.
$80.2M
TQJSignature Bank
$79.0M
EQTEQT Corporation
$79.0M
AERAerCap Holdings NV
$78.3M
UGIUGI Corporation
$75.8M
PKGPackaging Corporation of America
$75.5M
SPBSpectrum Brands Holdings, Inc.
$72.7M
WYNEURWyndham Destinations, Inc.
$72.7M
ALKAlaska Air Group, Inc.
$66.9M
ETRNUSDEquitrans Midstream Corp.
$66.7M
EMNEastman Chemical Company
$59.9M
DHID.R. Horton, Inc.
$57.3M
PNFPPinnacle Financial Partners, Inc.
$56.7M
OPTUAltice USA, Inc. Class A
$55.4M
MGM Growth Properties LLC Class A
$54.5M
BFHAlliance Data Systems Corporation
$53.3M
EVRGEvergy, Inc.
$52.5M
MFAUSDMFA Financial, Inc.
$47.5M
FITBFifth Third Bancorp
$47.1M
CICigna Corporation
$44.9M
PORPortland General Electric Company
$43.6M
AIGAmerican International Group, Inc.
$42.3M
KEYSKeysight Technologies Inc
$41.6M
CDNSCadence Design Systems, Inc.
$41.2M
BACBank of America Corp
$40.8M
BABoeing Company
$40.6M
QCOMQUALCOMM Incorporated
$40.5M
GPNGlobal Payments Inc.
$40.1M
TSSTotal System Services, Inc.
$40.0M
STAGSTAG Industrial, Inc.
$39.9M
INTCIntel Corporation
$39.8M
FFIVF5 Networks, Inc.
$39.3M
FISVFiserv, Inc.
$39.2M
MSFTMicrosoft Corporation
$39.0M
CTXSEURCitrix Systems, Inc.
$38.9M
APHAmphenol Corporation Class A
$38.9M
GLWCorning Inc
$38.7M
PAYXPaychex, Inc.
$38.5M
AAPLApple Inc.
$37.9M
QTS Realty Trust, Inc. Class A
$37.8M
PAYCPaycom Software, Inc.
$37.8M
AKXANSYS, Inc.
$37.2M
LMTLockheed Martin Corporation
$36.8M
CSCOCisco Systems, Inc.
$36.8M
DECKDeckers Outdoor Corporation
$36.7M
DGDollar General Corporation
$36.5M
MSIMotorola Solutions, Inc.
$36.4M
BURLBurlington Stores, Inc.
$35.4M
HDHome Depot, Inc.
$34.7M
QVCAUSDQurate Retail, Inc. Class A
$34.5M
AZOAutoZone, Inc.
$34.5M
SPGIS&P Global, Inc.
$34.4M
DYHTarget Corporation
$34.3M
GRMNGarmin Ltd.
$34.2M
DHRDanaher Corporation
$34.2M
ORLYO'Reilly Automotive, Inc.
$34.1M
URBNUrban Outfitters, Inc.
$34.0M
AMGNAmgen Inc.
$33.6M
RHIRobert Half International Inc.
$33.5M
PFEPfizer Inc.
$33.2M
MRKMerck & Co., Inc.
$33.2M
GISGeneral Mills, Inc.
$33.1M
MDMEDNAX, Inc.
$33.0M
WCGEURWellCare Health Plans, Inc.
$32.6M
VFCV.F. Corporation
$32.5M
BBYBest Buy Co., Inc.
$32.4M
TSCOTractor Supply Company
$32.4M
HOLXHologic, Inc.
$32.2M
UTHUnited Therapeutics Corporation
$32.2M
THSTreeHouse Foods, Inc.
$31.7M
W3UWestern Union Company
$31.6M
BIIBBiogen Inc.
$31.4M
ELVAnthem, Inc.
$31.3M
ENOVColfax Corporation
$31.2M
GILDGilead Sciences, Inc.
$31.0M
DISCKUSDDiscovery, Inc. Class C
$30.9M
CELGCelgene Corporation
$30.5M
JNJJohnson & Johnson
$30.3M
MCKMcKesson Corporation
$30.2M
DVADaVita Inc.
$30.2M
Allergan plc
$29.7M
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