WEDGE CAPITAL MANAGEMENT L L P/NC Q4 2019 Filing

Filed January 15, 2020

Portfolio Value

$9.0B

Holdings

560

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (560 positions)

#	Stock	Shares	Value	% Portfolio
1	ALLYAlly Financial Inc	5,130,879	$156.8M	1.75%
2	T7DTransDigm Group Incorporated	260,187	$145.7M	1.63%
3	UHSUniversal Health Services, Inc. Class B	979,802	$140.6M	1.57%
4	MURMurphy Oil Corporation	4,926,552	$132.0M	1.47%
5	ZBHZimmer Biomet Holdings, Inc.	882,055	$132.0M	1.47%
6	DOVDover Corporation	1,036,734	$119.5M	1.33%
7	ASHAshland Global Holdings, Inc.	1,518,302	$116.2M	1.30%
8	LAMRLamar Advertising Company Class A	1,300,144	$116.1M	1.29%
9	AANUSDAaron's, Inc.	1,982,077	$113.2M	1.26%
10	RSGRepublic Services, Inc.	1,256,875	$112.7M	1.26%
11	FEFirstEnergy Corp.	2,299,011	$111.7M	1.25%
12	EPREPR Properties	1,550,681	$109.5M	1.22%
13	ATGEAdtalem Global Education Inc.	3,008,121	$105.2M	1.17%
14	TQJSignature Bank	698,964	$95.5M	1.07%
15	PKGPackaging Corporation of America	836,900	$93.7M	1.05%
16	4DHDana Incorporated	5,090,152	$92.6M	1.03%
17	AERAerCap Holdings NV	1,501,495	$92.3M	1.03%
18	ETREntergy Corporation	737,657	$88.4M	0.99%
19	AVBAvalonBay Communities, Inc.	412,847	$86.6M	0.97%
20	OPTUAltice USA, Inc. Class A	3,000,332	$82.0M	0.92%
21	EVRGEvergy, Inc.	1,207,110	$78.6M	0.88%
22	WYNEURWyndham Destinations, Inc.	1,469,226	$75.9M	0.85%
23	FNFFidelity National Financial, Inc. - FNF Group	1,668,061	$75.6M	0.84%
24	MRVLMarvell Technology Group Ltd.	2,690,437	$71.5M	0.80%
25	PNFPPinnacle Financial Partners, Inc.	1,047,847	$67.1M	0.75%
26	—MGM Growth Properties LLC Class A	2,059,994	$63.8M	0.71%
27	AIZAssurant, Inc.	486,049	$63.7M	0.71%
28	VACMarriott Vacations Worldwide Corporation	478,030	$61.6M	0.69%
29	EQTEQT Corporation	5,550,503	$60.5M	0.68%
30	ALKAlaska Air Group, Inc.	883,050	$59.8M	0.67%
31	ETRNUSDEquitrans Midstream Corp.	4,438,343	$59.3M	0.66%
32	QVCAUSDQurate Retail, Inc. Class A	6,996,305	$59.0M	0.66%
33	UGIUGI Corporation	1,276,546	$57.6M	0.64%
34	MFAUSDMFA Financial, Inc.	7,371,135	$56.4M	0.63%
35	EMNEastman Chemical Company	686,867	$54.4M	0.61%
36	PORPortland General Electric Company	969,885	$54.1M	0.60%
37	FITBFifth Third Bancorp	1,738,061	$53.4M	0.60%
38	USFDUS Foods Holding Corp.	1,208,588	$50.6M	0.56%
39	AAPLApple Inc.	171,354	$50.3M	0.56%
40	ENOVColfax Corporation	1,352,150	$49.2M	0.55%
41	ACNAccenture Plc Class A	227,856	$48.0M	0.54%
42	MSFTMicrosoft Corporation	303,178	$47.8M	0.53%
43	AWMSkyworks Solutions, Inc.	391,637	$47.3M	0.53%
44	FICOFair Isaac Corporation	126,121	$47.3M	0.53%
45	CERNCHFCerner Corporation	639,560	$46.9M	0.52%
46	INTCIntel Corporation	783,465	$46.9M	0.52%
47	HIIHuntington Ingalls Industries, Inc.	186,781	$46.9M	0.52%
48	PAYCPaycom Software, Inc.	176,207	$46.7M	0.52%
49	AXSAxis Capital Holdings Limited	784,087	$46.6M	0.52%
50	NOCNorthrop Grumman Corporation	134,336	$46.2M	0.52%
51	—QTS Realty Trust, Inc. Class A	848,429	$46.0M	0.51%
52	MSIMotorola Solutions, Inc.	285,717	$46.0M	0.51%
53	GPNGlobal Payments Inc.	251,553	$45.9M	0.51%
54	LRCXEURLam Research Corporation	156,197	$45.7M	0.51%
55	DVADaVita Inc.	608,316	$45.6M	0.51%
56	CDWCDW Corp.	318,595	$45.5M	0.51%
57	AMATApplied Materials, Inc.	741,532	$45.3M	0.51%
58	CDNSCadence Design Systems, Inc.	650,731	$45.1M	0.50%
59	PAYXPaychex, Inc.	526,753	$44.8M	0.50%
60	AZPNUSDAspen Technology, Inc.	370,066	$44.8M	0.50%
61	FISVFiserv, Inc.	386,805	$44.7M	0.50%
62	BFHAlliance Data Systems Corporation	397,086	$44.6M	0.50%
63	TERTeradyne, Inc.	650,936	$44.4M	0.50%
64	AKXANSYS, Inc.	172,434	$44.4M	0.50%
65	ORCLOracle Corporation	833,011	$44.1M	0.49%
66	KEYSKeysight Technologies Inc	427,438	$43.9M	0.49%
67	CPBCampbell Soup Company	884,823	$43.7M	0.49%
68	BACBank of America Corp	1,236,892	$43.6M	0.49%
69	JNJJohnson & Johnson	298,079	$43.5M	0.49%
70	JAZZJazz Pharmaceuticals Plc	288,973	$43.1M	0.48%
71	GSGoldman Sachs Group, Inc.	187,253	$43.1M	0.48%
72	CNDTConduent, Inc.	6,885,073	$42.7M	0.48%
73	DGDollar General Corporation	273,181	$42.6M	0.48%
74	GILDGilead Sciences, Inc.	653,570	$42.5M	0.47%
75	W3UWestern Union Company	1,582,800	$42.4M	0.47%
76	STAGSTAG Industrial, Inc.	1,328,899	$42.0M	0.47%
77	ABBVAbbVie, Inc.	471,819	$41.8M	0.47%
78	GISGeneral Mills, Inc.	779,247	$41.7M	0.47%
79	PFEPfizer Inc.	1,061,826	$41.6M	0.46%
80	AMGNAmgen Inc.	171,768	$41.4M	0.46%
81	4I1Philip Morris International Inc.	486,355	$41.4M	0.46%
82	—Laboratory Corporation of America Holdings	244,086	$41.3M	0.46%
83	ABGAmerisourceBergen Corporation	480,859	$40.9M	0.46%
84	HOLXHologic, Inc.	779,568	$40.7M	0.45%
85	MCKMcKesson Corporation	293,553	$40.6M	0.45%
86	MOAltria Group Inc	812,511	$40.6M	0.45%
87	KMBKimberly-Clark Corporation	293,669	$40.4M	0.45%
88	BIIBBiogen Inc.	134,086	$39.8M	0.44%
89	FHBFirst Hawaiian, Inc.	1,299,615	$37.5M	0.42%
90	VFCV.F. Corporation	350,894	$35.0M	0.39%
91	ITTITT, Inc.	472,429	$34.9M	0.39%
92	AFGAmerican Financial Group, Inc.	312,736	$34.3M	0.38%
93	BBYBest Buy Co., Inc.	389,234	$34.2M	0.38%
94	SLMSLM Corp	3,770,439	$33.6M	0.37%
95	TRVCCitigroup Inc.	418,331	$33.4M	0.37%
96	TPDTempur Sealy International Inc	382,786	$33.3M	0.37%
97	HLTHilton Worldwide Holdings Inc	298,120	$33.1M	0.37%
98	JPMJPMorgan Chase & Co.	235,539	$32.8M	0.37%
99	RHRH	153,586	$32.8M	0.37%
100	LEGLeggett & Platt, Incorporated	642,413	$32.7M	0.36%

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