FULLER & THALER ASSET MANAGEMENT, INC.
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| AMCOR PLC | 0 | 13,686,792 | +13,686,792 | 0 | 544,049,984 | +544,049,984 |
| HEALTHPEAK PROPERTIES INC | 0 | 29,201,584 | +29,201,584 | 0 | 479,782,024 | +479,782,024 |
| PRIMORIS SVCS CORP | 0 | 2,966,901 | +2,966,901 | 0 | 424,385,459 | +424,385,459 |
| LUMENTUM HLDGS INC | 0 | 587,679 | +587,679 | 0 | 412,997,395 | +412,997,395 |
| ALLISON TRANSMISSION HLDGS I | 0 | 3,394,635 | +3,394,635 | 0 | 397,376,006 | +397,376,006 |
| EXELIXIS INC | 0 | 8,542,236 | +8,542,236 | 0 | 366,376,513 | +366,376,513 |
| COMFORT SYS USA INC | 0 | 242,196 | +242,196 | 0 | 333,986,407 | +333,986,407 |
| OLD NATL BANCORP IND | 0 | 15,055,918 | +15,055,918 | 0 | 332,735,791 | +332,735,791 |
| SONOCO PRODS CO | 0 | 5,913,788 | +5,913,788 | 0 | 319,876,785 | +319,876,785 |
| JAZZ PHARMACEUTICALS PLC | 0 | 1,676,142 | +1,676,142 | 0 | 316,874,674 | +316,874,674 |
| BLOOM ENERGY CORP | 0 | 2,299,320 | +2,299,320 | 0 | 311,534,835 | +311,534,835 |
| F N B CORP | 0 | 17,867,600 | +17,867,600 | 0 | 298,746,275 | +298,746,275 |
| VERTIV HOLDINGS CO | 0 | 1,189,618 | +1,189,618 | 0 | 298,094,400 | +298,094,400 |
| LKQ CORP | 0 | 9,942,144 | +9,942,144 | 0 | 292,000,784 | +292,000,784 |
| DEVON ENERGY CORP NEW | 0 | 5,578,078 | +5,578,078 | 0 | 280,688,882 | +280,688,882 |
| PRIMO BRANDS CORPORATION | 0 | 14,123,269 | +14,123,269 | 0 | 265,941,148 | +265,941,148 |
| SCIENCE APPLICATIONS INTL CO | 0 | 2,700,017 | +2,700,017 | 0 | 256,285,625 | +256,285,625 |
| CELANESE CORP DEL | 0 | 3,718,801 | +3,718,801 | 0 | 244,585,554 | +244,585,554 |
| SENSATA TECHNOLOGIES HLDG PL | 0 | 6,862,391 | +6,862,391 | 0 | 241,693,422 | +241,693,422 |
| MATCH GROUP INC NEW | 0 | 7,746,577 | +7,746,577 | 0 | 237,897,373 | +237,897,373 |
| GUARDANT HEALTH INC | 0 | 2,550,314 | +2,550,314 | 0 | 235,572,468 | +235,572,468 |
| MODINE MFG CO | 0 | 1,081,680 | +1,081,680 | 0 | 234,410,832 | +234,410,832 |
| CIRRUS LOGIC INC | 0 | 1,606,448 | +1,606,448 | 0 | 232,324,502 | +232,324,502 |
| WHITE MTNS INS GROUP LTD | 0 | 104,561 | +104,561 | 0 | 229,715,563 | +229,715,563 |
| BORGWARNER INC | 0 | 4,122,005 | +4,122,005 | 0 | 223,659,970 | +223,659,970 |
| DIGITALOCEAN HLDGS INC | 0 | 2,562,044 | +2,562,044 | 0 | 219,772,092 | +219,772,092 |
| ENCOMPASS HEALTH CORP | 0 | 2,229,979 | +2,229,979 | 0 | 215,705,840 | +215,705,840 |
| EMCOR GROUP INC | 0 | 290,790 | +290,790 | 0 | 214,693,088 | +214,693,088 |
| AFFILIATED MANAGERS GROUP | 0 | 760,213 | +760,213 | 0 | 210,350,899 | +210,350,899 |
| PORTLAND GEN ELEC CO | 0 | 3,934,845 | +3,934,845 | 0 | 207,641,761 | +207,641,761 |
| WEATHERFORD INTL PLC | 0 | 2,168,044 | +2,168,044 | 0 | 205,053,586 | +205,053,586 |
| AGCO CORP | 0 | 1,746,334 | +1,746,334 | 0 | 202,347,747 | +202,347,747 |
| GRAPHIC PACKAGING HLDG CO | 0 | 20,315,566 | +20,315,566 | 0 | 201,936,727 | +201,936,727 |
| GARRETT MOTION INC | 0 | 10,897,535 | +10,897,535 | 0 | 198,008,204 | +198,008,204 |
| AMERICOLD REALTY TRUST INC | 0 | 17,051,517 | +17,051,517 | 0 | 195,410,385 | +195,410,385 |
| UGI CORP NEW | 0 | 5,342,372 | +5,342,372 | 0 | 194,569,187 | +194,569,187 |
| OPTION CARE HEALTH INC | 0 | 7,125,280 | +7,125,280 | 0 | 191,812,536 | +191,812,536 |
| RAYONIER INC | 0 | 9,289,731 | +9,289,731 | 0 | 191,554,259 | +191,554,259 |
| COMMERCIAL METALS CO | 0 | 2,975,302 | +2,975,302 | 0 | 182,772,780 | +182,772,780 |
| DONALDSON INC | 0 | 2,111,613 | +2,111,613 | 0 | 179,212,627 | +179,212,627 |
| ARMSTRONG WORLD INDS INC NEW | 0 | 1,041,354 | +1,041,354 | 0 | 171,615,113 | +171,615,113 |
| HANOVER INS GROUP INC | 0 | 989,837 | +989,837 | 0 | 171,588,192 | +171,588,192 |
| KITE REALTY GROUP TRUST | 0 | 6,979,970 | +6,979,970 | 0 | 171,358,255 | +171,358,255 |
| UNITED THERAPEUTICS CORP DEL | 0 | 280,405 | +280,405 | 0 | 166,274,383 | +166,274,383 |
| MSC INDL DIRECT INC | 0 | 1,785,596 | +1,785,596 | 0 | 164,756,922 | +164,756,922 |
| STERLING INFRASTRUCTURE INC | 0 | 403,002 | +403,002 | 0 | 164,130,517 | +164,130,517 |
| TELEFLEX INCORPORATED | 0 | 1,363,950 | +1,363,950 | 0 | 163,142,115 | +163,142,115 |
| NEXTPOWER INC | 0 | 1,343,730 | +1,343,730 | 0 | 161,986,682 | +161,986,682 |
| ICU MED INC | 0 | 1,220,539 | +1,220,539 | 0 | 157,632,605 | +157,632,605 |
| NEXSTAR MEDIA GROUP INC | 0 | 862,253 | +862,253 | 0 | 155,921,185 | +155,921,185 |
| GENTEX CORP | 0 | 7,108,679 | +7,108,679 | 0 | 155,324,641 | +155,324,641 |
| RYDER SYS INC | 0 | 755,455 | +755,455 | 0 | 154,649,224 | +154,649,224 |
| CABOT CORP | 0 | 2,048,260 | +2,048,260 | 0 | 154,254,459 | +154,254,459 |
| CNO FINL GROUP INC | 0 | 3,752,992 | +3,752,992 | 0 | 154,097,855 | +154,097,855 |
| ACUITY INC | 0 | 549,645 | +549,645 | 0 | 154,021,509 | +154,021,509 |
| RALPH LAUREN CORP | 0 | 445,115 | +445,115 | 0 | 153,115,153 | +153,115,153 |
| ASSURANT INC | 0 | 697,535 | +697,535 | 0 | 151,930,101 | +151,930,101 |
| ADVANCED ENERGY INDS | 0 | 469,935 | +469,935 | 0 | 151,652,723 | +151,652,723 |
| CROWN HLDGS INC | 0 | 1,510,014 | +1,510,014 | 0 | 151,378,951 | +151,378,951 |
| FEDERATED HERMES INC | 0 | 2,647,726 | +2,647,726 | 0 | 150,152,564 | +150,152,564 |
| ZIONS BANCORPORATION NATL AS | 0 | 2,594,137 | +2,594,137 | 0 | 149,474,181 | +149,474,181 |
| APPLIED INDL TECHNOLOGIES IN | 0 | 562,675 | +562,675 | 0 | 149,289,048 | +149,289,048 |
| ADVANCE AUTO PARTS INC | 0 | 2,828,907 | +2,828,907 | 0 | 149,224,825 | +149,224,825 |
| SPIRE INC | 0 | 1,647,953 | +1,647,953 | 0 | 149,205,699 | +149,205,699 |
| OLIN CORP | 0 | 5,015,877 | +5,015,877 | 0 | 149,122,021 | +149,122,021 |
| DENTSPLY SIRONA INC | 0 | 12,792,518 | +12,792,518 | 0 | 148,393,209 | +148,393,209 |
| MERIT MED SYS INC | 0 | 2,115,526 | +2,115,526 | 0 | 145,823,198 | +145,823,198 |
| REYNOLDS CONSUMER PRODS INC | 0 | 6,851,657 | +6,851,657 | 0 | 145,118,101 | +145,118,101 |
| ELANCO ANIMAL HEALTH INC | 0 | 6,015,064 | +6,015,064 | 0 | 143,940,481 | +143,940,481 |
| BEACON FINANCIAL CORP. | 0 | 4,770,552 | +4,770,552 | 0 | 143,116,559 | +143,116,559 |
| MUELLER WTR PRODS INC | 0 | 5,167,676 | +5,167,676 | 0 | 142,059,426 | +142,059,426 |
| VONTIER CORPORATION | 0 | 3,960,944 | +3,960,944 | 0 | 140,494,677 | +140,494,677 |
| HF SINCLAIR CORP | 0 | 2,250,185 | +2,250,185 | 0 | 140,389,047 | +140,389,047 |
| FRONTDOOR INC | 0 | 2,641,913 | +2,641,913 | 0 | 139,651,525 | +139,651,525 |
| BRIGHTSPRING HEALTH SVCS INC | 0 | 3,251,391 | +3,251,391 | 0 | 138,541,771 | +138,541,771 |
| FIDELITY NATL INFORMATION SV | 0 | 2,948,076 | +2,948,076 | 0 | 138,294,267 | +138,294,267 |
| INDIVIOR PHARMACEUTICALS INC | 0 | 4,529,583 | +4,529,583 | 0 | 138,061,704 | +138,061,704 |
| HANCOCK WHITNEY CORPORATION | 0 | 2,164,281 | +2,164,281 | 0 | 137,626,652 | +137,626,652 |
| BLOCK H & R INC | 0 | 4,280,293 | +4,280,293 | 0 | 135,856,513 | +135,856,513 |
| TAYLOR MORRISON HOME CORP | 0 | 2,332,054 | +2,332,054 | 0 | 135,818,813 | +135,818,813 |
| MAXIMUS INC | 0 | 2,081,466 | +2,081,466 | 0 | 133,421,950 | +133,421,950 |
| RESIDEO TECHNOLOGIES INC | 0 | 3,947,596 | +3,947,596 | 0 | 133,073,469 | +133,073,469 |
| PATTERSON-UTI ENERGY INC | 0 | 12,253,350 | +12,253,350 | 0 | 132,703,785 | +132,703,785 |
| VIASAT INC | 0 | 2,892,760 | +2,892,760 | 0 | 132,488,408 | +132,488,408 |
| SILGAN HLDGS INC | 0 | 3,299,241 | +3,299,241 | 0 | 128,010,558 | +128,010,558 |
| BELDEN INC | 0 | 1,050,327 | +1,050,327 | 0 | 120,609,033 | +120,609,033 |
| CALIFORNIA RES CORP | 0 | 1,728,373 | +1,728,373 | 0 | 119,637,979 | +119,637,979 |
| PLEXUS CORP | 0 | 588,778 | +588,778 | 0 | 119,251,149 | +119,251,149 |
| BRINKS CO | 0 | 1,140,871 | +1,140,871 | 0 | 118,228,417 | +118,228,417 |
| FIRST HAWAIIAN INC | 0 | 4,772,597 | +4,772,597 | 0 | 117,596,781 | +117,596,781 |
| ENSIGN GROUP INC | 0 | 573,572 | +573,572 | 0 | 115,574,827 | +115,574,827 |
| EVEREST GROUP LTD | 0 | 352,110 | +352,110 | 0 | 115,087,037 | +115,087,037 |
| CSG SYS INTL INC | 0 | 1,415,709 | +1,415,709 | 0 | 113,171,747 | +113,171,747 |
| KEMPER CORP | 0 | 3,697,718 | +3,697,718 | 0 | 113,002,256 | +113,002,256 |
| MARRIOTT VACATIONS WORLDWIDE | 0 | 1,696,423 | +1,696,423 | 0 | 110,471,073 | +110,471,073 |
| FORMFACTOR INC | 0 | 1,137,356 | +1,137,356 | 0 | 110,312,125 | +110,312,125 |
| RANGE RES CORP | 0 | 2,439,309 | +2,439,309 | 0 | 110,207,970 | +110,207,970 |
| FIVE BELOW INC | 0 | 478,730 | +478,730 | 0 | 109,380,322 | +109,380,322 |
| SKYWEST INC | 0 | 1,182,334 | +1,182,334 | 0 | 108,573,712 | +108,573,712 |
| CROCS INC | 0 | 1,250,609 | +1,250,609 | 0 | 103,825,592 | +103,825,592 |