WEDGE CAPITAL MANAGEMENT L L P/NC Q4 2021 Filing

Filed January 24, 2022

Portfolio Value

$8.1B

Holdings

413

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (413 positions)

#	Stock	Shares	Value	% Portfolio
1	ALLYAlly Financial Inc	2,014,393	$95.9M	1.19%
2	OMFOneMain Holdings, Inc.	1,792,723	$89.7M	1.11%
3	TXNTexas Instruments Incorporated	426,302	$80.3M	0.99%
4	CDWCDW Corp.	362,710	$74.3M	0.92%
5	PAYXPaychex, Inc.	542,726	$74.1M	0.92%
6	AAPLApple Inc.	410,023	$72.8M	0.90%
7	ACNAccenture Plc Class A	172,420	$71.5M	0.88%
8	MSFTMicrosoft Corporation	212,336	$71.4M	0.88%
9	DOVDover Corporation	393,236	$71.4M	0.88%
10	CDNSCadence Design Systems, Inc.	382,036	$71.2M	0.88%
11	ITGartner, Inc.	211,676	$70.8M	0.88%
12	APHAmphenol Corporation Class A	808,767	$70.7M	0.88%
13	FFIVF5, Inc.	288,966	$70.7M	0.88%
14	AMATApplied Materials, Inc.	445,076	$70.0M	0.87%
15	ONON Semiconductor Corporation	1,030,485	$70.0M	0.87%
16	KMXCarMax, Inc.	535,814	$69.8M	0.86%
17	FNFFidelity National Financial, Inc. - FNF Group	1,318,671	$68.8M	0.85%
18	TELTE Connectivity Ltd.	424,095	$68.4M	0.85%
19	KEYSKeysight Technologies Inc	330,091	$68.2M	0.84%
20	ANETEURArista Networks, Inc.	473,383	$68.0M	0.84%
21	KLACKLA Corporation	157,165	$67.6M	0.84%
22	NTAPNetApp, Inc.	734,368	$67.6M	0.84%
23	ZBRAZebra Technologies Corporation Class A	112,559	$67.0M	0.83%
24	CTSHCognizant Technology Solutions Corporation Class A	753,997	$66.9M	0.83%
25	LRCXEURLam Research Corporation	92,453	$66.5M	0.82%
26	STAGSTAG Industrial, Inc.	1,386,022	$66.5M	0.82%
27	STXSeagate Technology Holdings PLC	581,702	$65.7M	0.81%
28	AWMSkyworks Solutions, Inc.	420,566	$65.2M	0.81%
29	7HPHP Inc.	1,726,374	$65.0M	0.80%
30	NVDANVIDIA Corporation	216,885	$63.8M	0.79%
31	INTUIntuit Inc.	97,063	$62.4M	0.77%
32	ORCLOracle Corporation	684,741	$59.7M	0.74%
33	CSLCarlisle Companies Incorporated	230,518	$57.2M	0.71%
34	4DHDana Incorporated	2,487,916	$56.8M	0.70%
35	AXSAxis Capital Holdings Limited	995,238	$54.2M	0.67%
36	RSGRepublic Services, Inc.	371,936	$51.9M	0.64%
37	PRGPROG Holdings, Inc.	1,124,297	$50.7M	0.63%
38	LOWLowe's Companies, Inc.	195,437	$50.5M	0.63%
39	ZBHZimmer Biomet Holdings, Inc.	397,077	$50.4M	0.62%
40	HCAHCA Healthcare Inc	186,978	$48.0M	0.59%
41	CICigna Corporation	208,108	$47.8M	0.59%
42	NXSTNexstar Media Group, Inc. Class A	313,373	$47.3M	0.59%
43	TOLToll Brothers, Inc.	608,045	$44.0M	0.54%
44	ACGLArch Capital Group Ltd.	980,207	$43.6M	0.54%
45	DHID.R. Horton, Inc.	397,494	$43.1M	0.53%
46	AZOAutoZone, Inc.	20,375	$42.7M	0.53%
47	LENLennar Corporation Class A	367,454	$42.7M	0.53%
48	UGIUGI Corporation	913,669	$41.9M	0.52%
49	ETREntergy Corporation	372,189	$41.9M	0.52%
50	DKSDick's Sporting Goods, Inc.	362,550	$41.7M	0.52%
51	BYDBoyd Gaming Corporation	635,771	$41.7M	0.52%
52	TQJSignature Bank	128,848	$41.7M	0.52%
53	USFDUS Foods Holding Corp.	1,195,385	$41.6M	0.52%
54	ULTAUlta Beauty Inc	99,963	$41.2M	0.51%
55	FFord Motor Company	1,980,144	$41.1M	0.51%
56	TSCOTractor Supply Company	171,568	$40.9M	0.51%
57	LKQ1LKQ Corporation	673,476	$40.4M	0.50%
58	PAHUSDElement Solutions Inc	1,651,681	$40.1M	0.50%
59	LHXL3Harris Technologies Inc	186,908	$39.9M	0.49%
60	TPDTempur Sealy International Inc	846,916	$39.8M	0.49%
61	UHSUniversal Health Services, Inc. Class B	305,015	$39.5M	0.49%
62	DRIDarden Restaurants, Inc.	261,164	$39.3M	0.49%
63	BCBrunswick Corporation	386,802	$39.0M	0.48%
64	LADLithia Motors, Inc.	130,752	$38.8M	0.48%
65	DLTRDollar Tree, Inc.	275,785	$38.8M	0.48%
66	TNLTravel and Leisure Co.	701,023	$38.7M	0.48%
67	AEOAmerican Eagle Outfitters, Inc.	1,499,210	$38.0M	0.47%
68	ATGEAdtalem Global Education Inc.	1,273,599	$37.6M	0.47%
69	ABBVAbbVie, Inc.	277,474	$37.6M	0.46%
70	THCTenet Healthcare Corporation	459,409	$37.5M	0.46%
71	ANAutoNation, Inc.	320,851	$37.5M	0.46%
72	DGXQuest Diagnostics Incorporated	215,959	$37.4M	0.46%
73	EHCEncompass Health Corporation	568,693	$37.1M	0.46%
74	MCKMcKesson Corporation	148,743	$37.0M	0.46%
75	RHIRobert Half International Inc.	331,046	$36.9M	0.46%
76	THOThor Industries, Inc.	355,749	$36.9M	0.46%
77	LBRDKLiberty Broadband Corp. Class C	224,650	$36.2M	0.45%
78	PORPortland General Electric Company	681,278	$36.1M	0.45%
79	CROXCrocs, Inc.	280,808	$36.0M	0.45%
80	GPNGlobal Payments Inc.	266,227	$36.0M	0.45%
81	PNFPPinnacle Financial Partners, Inc.	376,128	$35.9M	0.44%
82	MKLMarkel Corporation	29,024	$35.8M	0.44%
83	GILDGilead Sciences, Inc.	492,307	$35.7M	0.44%
84	ELVAnthem, Inc.	76,989	$35.7M	0.44%
85	WSMWilliams-Sonoma, Inc.	209,974	$35.5M	0.44%
86	VTRSViatris, Inc.	2,616,224	$35.4M	0.44%
87	BBWIBath & Body Works, Inc.	506,335	$35.3M	0.44%
88	PG4Principal Financial Group, Inc.	485,347	$35.1M	0.43%
89	UTHUnited Therapeutics Corporation	162,099	$35.0M	0.43%
90	XRAYDENTSPLY SIRONA, Inc.	626,935	$35.0M	0.43%
91	ENOVColfax Corporation	759,727	$34.9M	0.43%
92	PFEPfizer Inc.	591,191	$34.9M	0.43%
93	—MGM Growth Properties LLC Class A	848,157	$34.6M	0.43%
94	SJMJ.M. Smucker Company	254,096	$34.5M	0.43%
95	—Laboratory Corporation of America Holdings	109,650	$34.5M	0.43%
96	JNJJohnson & Johnson	200,759	$34.3M	0.42%
97	ABGAmerisourceBergen Corporation	258,401	$34.3M	0.42%
98	KEYKeyCorp	1,482,038	$34.3M	0.42%
99	KRKroger Co.	756,826	$34.3M	0.42%
100	TSNTyson Foods, Inc. Class A	392,881	$34.2M	0.42%

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