WEDGE CAPITAL MANAGEMENT L L P/NC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| Keysight Technologies Inc | 0 | 296,819 | +296,819 | 0 | 60,310,653 | +60,310,653 |
| Td Synnex Corporation | 0 | 400,083 | +400,083 | 0 | 60,104,469 | +60,104,469 |
| Leidos Holdings Inc | 46,618 | 355,824 | +309,206 | 8,808,937 | 64,190,650 | +55,381,713 |
| Dell Technologies Inc Cl C | 0 | 409,596 | +409,596 | 0 | 51,559,944 | +51,559,944 |
| Gildan Activewear Inc | 0 | 590,233 | +590,233 | 0 | 36,865,953 | +36,865,953 |
| Expedia Group Inc | 0 | 124,395 | +124,395 | 0 | 35,242,347 | +35,242,347 |
| Principal Financial Group Inc | 32,335 | 411,887 | +379,552 | 2,680,895 | 36,332,552 | +33,651,657 |
| Las Vegas Sands Corp | 0 | 511,817 | +511,817 | 0 | 33,314,169 | +33,314,169 |
| Invesco Ltd | 0 | 1,265,865 | +1,265,865 | 0 | 33,254,274 | +33,254,274 |
| Boot Barn Holdings Inc | 0 | 176,305 | +176,305 | 0 | 31,112,543 | +31,112,543 |
| Macy's Inc | 0 | 1,393,307 | +1,393,307 | 0 | 30,722,419 | +30,722,419 |
| Weatherford Intl PLC | 0 | 140,128 | +140,128 | 0 | 10,966,417 | +10,966,417 |
| Totalenergies SE EUR | 0 | 164,875 | +164,875 | 0 | 10,786,123 | +10,786,123 |
| Devon Energy Corp | 0 | 271,111 | +271,111 | 0 | 9,930,796 | +9,930,796 |
| EOG Resources Inc | 30,170 | 125,333 | +95,163 | 3,382,660 | 13,161,218 | +9,778,558 |
| Viatris Inc | 2,390,540 | 2,678,201 | +287,661 | 23,666,346 | 33,343,602 | +9,677,256 |
| Gartner Inc | 0 | 34,130 | +34,130 | 0 | 8,610,316 | +8,610,316 |
| Cognizant Technology Solutions | 907,233 | 814,219 | -93,014 | 60,848,117 | 67,580,177 | +6,732,060 |
| Regeneron Pharmaceuticals | 45,195 | 41,302 | -3,893 | 25,411,793 | 31,879,775 | +6,467,982 |
| Booking Holdings Inc | 5,705 | 6,885 | +1,180 | 30,802,835 | 36,871,447 | +6,068,612 |
| Regal Rexnord Corporation Com | 0 | 41,899 | +41,899 | 0 | 5,879,268 | +5,879,268 |
| New York Times Co Cl A | 505,246 | 497,675 | -7,571 | 29,001,120 | 34,548,599 | +5,547,479 |
| Bunge Global SA Com | 0 | 62,026 | +62,026 | 0 | 5,525,276 | +5,525,276 |
| Carnival Corp | 1,330,502 | 1,421,619 | +91,117 | 38,464,813 | 43,416,244 | +4,951,431 |
| Boyd Gaming Corp | 373,668 | 435,755 | +62,087 | 32,303,599 | 37,143,756 | +4,840,157 |
| Cardinal Health Inc | 161,185 | 146,058 | -15,127 | 25,299,598 | 30,014,919 | +4,715,321 |
| Jazz Pharmaceuticals plc | 211,185 | 188,878 | -22,307 | 27,834,183 | 32,109,260 | +4,275,077 |
| Molson Coors Brewing Co | 0 | 86,095 | +86,095 | 0 | 4,018,915 | +4,018,915 |
| Bristol-Myers Squibb Co | 585,716 | 563,410 | -22,306 | 26,415,792 | 30,390,335 | +3,974,543 |
| Teleflex Inc | 220,082 | 252,547 | +32,465 | 26,929,234 | 30,820,836 | +3,891,602 |
| Reinsurance Group of America I | 0 | 18,118 | +18,118 | 0 | 3,686,288 | +3,686,288 |
| The Walt Disney Co | 273,992 | 307,511 | +33,519 | 31,372,084 | 34,985,526 | +3,613,442 |
| Harmony Biosciences Holdings I | 0 | 88,897 | +88,897 | 0 | 3,326,526 | +3,326,526 |
| Hasbro Inc | 403,529 | 410,956 | +7,427 | 30,607,675 | 33,698,392 | +3,090,717 |
| Algonquin Power Utilities Corp | 0 | 472,980 | +472,980 | 0 | 2,908,827 | +2,908,827 |
| Tapestry Inc | 282,183 | 272,262 | -9,921 | 31,948,759 | 34,786,916 | +2,838,157 |
| Collegium Pharmaceutical Inc | 0 | 58,261 | +58,261 | 0 | 2,697,484 | +2,697,484 |
| Conmed Corp | 43,155 | 114,437 | +71,282 | 2,029,580 | 4,646,142 | +2,616,562 |
| Umh Properties Inc | 0 | 154,336 | +154,336 | 0 | 2,455,486 | +2,455,486 |
| ICF International Inc | 0 | 27,496 | +27,496 | 0 | 2,345,409 | +2,345,409 |
| NMI Holdings Inc Cl A | 109,284 | 156,644 | +47,360 | 4,189,949 | 6,389,509 | +2,199,560 |
| AZZ Inc | 0 | 19,782 | +19,782 | 0 | 2,120,235 | +2,120,235 |
| Matson Inc | 127,208 | 118,636 | -8,572 | 12,541,437 | 14,657,478 | +2,116,041 |
| The Mosaic Co | 200,991 | 376,905 | +175,914 | 6,970,368 | 9,079,641 | +2,109,273 |
| Herc Holdings Inc | 0 | 14,140 | +14,140 | 0 | 2,098,093 | +2,098,093 |
| Caseys General Stores Inc | 59,678 | 64,832 | +5,154 | 33,737,167 | 35,833,295 | +2,096,128 |
| Select Water Solutions Inc Cl | 108,043 | 299,129 | +191,086 | 1,154,980 | 3,146,837 | +1,991,857 |
| Cimpress PLC Euro | 0 | 29,553 | +29,553 | 0 | 1,967,934 | +1,967,934 |
| Sonoco Products Co | 150,732 | 193,189 | +42,457 | 6,495,042 | 8,430,768 | +1,935,726 |
| Dover Corp | 86,739 | 83,782 | -2,957 | 14,470,667 | 16,357,598 | +1,886,931 |
| Life Time Group Holdings Inc C | 1,186,075 | 1,295,970 | +109,895 | 32,735,670 | 34,446,883 | +1,711,213 |
| United Therapeutics Corp | 66,552 | 60,687 | -5,865 | 27,899,264 | 29,569,741 | +1,670,477 |
| Paychex Inc | 476,943 | 553,795 | +76,852 | 60,457,295 | 62,124,723 | +1,667,428 |
| Pfizer Inc | 1,056,239 | 1,141,163 | +84,924 | 26,912,970 | 28,414,959 | +1,501,989 |
| Altria Group Inc | 398,754 | 482,761 | +84,007 | 26,341,689 | 27,835,999 | +1,494,310 |
| Gilead Sciences Inc | 227,844 | 217,711 | -10,133 | 25,290,684 | 26,721,848 | +1,431,164 |
| American Public Education Inc | 0 | 35,734 | +35,734 | 0 | 1,350,745 | +1,350,745 |
| Cisco Systems Inc | 947,846 | 858,155 | -89,691 | 64,851,623 | 66,103,680 | +1,252,057 |
| OneMain Holdings Inc | 86,992 | 91,078 | +4,086 | 4,911,568 | 6,152,319 | +1,240,751 |
| Science Applications Intl Corp | 68,481 | 79,787 | +11,306 | 6,804,957 | 8,031,359 | +1,226,402 |
| UGI Corp | 455,717 | 437,229 | -18,488 | 15,157,147 | 16,365,481 | +1,208,334 |
| Allison Transmission Holdings | 167,020 | 156,406 | -10,614 | 14,176,658 | 15,312,147 | +1,135,489 |
| F&G Annuities & Life Inc | 45,864 | 82,507 | +36,643 | 1,434,167 | 2,545,341 | +1,111,174 |
| CarMax Inc | 126,401 | 175,450 | +49,049 | 5,671,613 | 6,779,388 | +1,107,775 |
| Johnson & Johnson | 150,491 | 139,905 | -10,586 | 27,904,041 | 28,953,340 | +1,049,299 |
| Ralph Lauren Corp | 103,183 | 94,424 | -8,759 | 32,354,061 | 33,389,271 | +1,035,210 |
| Option Care Health Inc New | 142,324 | 153,356 | +11,032 | 3,950,914 | 4,885,922 | +935,008 |
| United Parcel Service Inc Cl B | 133,332 | 121,147 | -12,185 | 11,137,222 | 12,016,571 | +879,349 |
| Thermon Group Holdings Inc | 165,479 | 142,253 | -23,226 | 4,421,599 | 5,286,121 | +864,522 |
| Garmin Ltd | 135,045 | 167,990 | +32,945 | 33,250,780 | 34,076,772 | +825,992 |
| Amicus Therapeutics Inc | 133,476 | 129,224 | -4,252 | 1,051,791 | 1,840,150 | +788,359 |
| Prog Holdings Inc | 96,689 | 132,702 | +36,013 | 3,128,856 | 3,913,382 | +784,526 |
| Axalta Coating Systems Ltd | 166,639 | 171,161 | +4,522 | 4,769,208 | 5,530,212 | +761,004 |
| GE Healthcare Technologies Inc | 357,638 | 336,308 | -21,330 | 26,858,614 | 27,583,982 | +725,368 |
| The Timken Co | 192,739 | 180,626 | -12,113 | 14,490,118 | 15,196,065 | +705,947 |
| Adeia Inc | 136,556 | 173,705 | +37,149 | 2,294,141 | 2,996,411 | +702,270 |
| Lear Corp | 130,218 | 120,249 | -9,969 | 13,101,233 | 13,780,535 | +679,302 |
| Bath & Body Works Inc | 143,013 | 214,362 | +71,349 | 3,684,015 | 4,304,389 | +620,374 |
| Prosperity Bancshares Inc | 101,388 | 106,284 | +4,896 | 6,727,094 | 7,345,287 | +618,193 |
| Alkermes plc | 141,090 | 172,250 | +31,160 | 4,232,700 | 4,819,555 | +586,855 |
| Gen Digital Inc Com | 196,141 | 225,689 | +29,548 | 5,568,443 | 6,136,484 | +568,041 |
| Supernus Pharmaceuticals Inc | 69,581 | 78,095 | +8,514 | 3,325,276 | 3,881,322 | +556,046 |
| Patterson-UTI Energy Inc | 564,630 | 567,060 | +2,430 | 2,924,783 | 3,464,737 | +539,954 |
| Quanex Building Products Corp | 163,852 | 185,807 | +21,955 | 2,329,975 | 2,857,712 | +527,737 |
| Matador Resources Co | 62,176 | 78,035 | +15,859 | 2,793,568 | 3,311,805 | +518,237 |
| Trinet Group Inc | 32,632 | 45,539 | +12,907 | 2,182,754 | 2,692,721 | +509,967 |
| Core Natural Resources Inc | 22,474 | 26,896 | +4,422 | 1,876,130 | 2,380,565 | +504,435 |
| Moog Inc | 15,898 | 15,526 | -372 | 3,301,538 | 3,781,357 | +479,819 |
| NVR Inc | 839 | 990 | +151 | 6,741,080 | 7,219,842 | +478,762 |
| Yeti Holdings Inc | 48,347 | 47,045 | -1,302 | 1,604,153 | 2,077,978 | +473,825 |
| Solventum Corp | 352,392 | 330,518 | -21,874 | 25,724,616 | 26,190,246 | +465,630 |
| Ingevity Corp | 79,006 | 81,528 | +2,522 | 4,360,341 | 4,824,827 | +464,486 |
| Landstar System Inc | 29,883 | 28,597 | -1,286 | 3,662,460 | 4,109,389 | +446,929 |
| Sensata Technologies Hldng plc | 133,913 | 136,288 | +2,375 | 4,091,042 | 4,537,028 | +445,986 |
| Cadence Bank Com | 106,963 | 103,866 | -3,097 | 4,015,391 | 4,449,619 | +434,228 |
| Prestige Consmr Healthcare Inc | 50,347 | 57,717 | +7,370 | 3,141,653 | 3,560,562 | +418,909 |
| Nucor Corp | 48,306 | 42,599 | -5,707 | 6,542,082 | 6,948,323 | +406,241 |
| Teradata Corp | 115,151 | 94,644 | -20,507 | 2,476,898 | 2,880,963 | +404,065 |
| Sabra Health Care REIT Inc | 215,599 | 233,086 | +17,487 | 4,018,765 | 4,414,649 | +395,884 |
| Home Bancshares Inc | 47,020 | 62,115 | +15,095 | 1,330,666 | 1,725,555 | +394,889 |