Fund HoldingsFULLER & THALER ASSET MANAGEMENT, INC.

Total Portfolio Value
$25.47B
Total Bought
$3.98B
Total Sold
$3.45B
Net Transaction
+$522.54M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Exelixis Inc(EXEL)06,922,628+6,922,6280179,6420.71%+179,642
Agco Corp1,424,5022,704,167+1,279,665139,430264,6301.04%+125,200
Comfort Systems Usa Inc(FIX)0772,873+772,8730301,6911.18%+301,691
Axalta Coating Systems Ltd(AXTA)320,6003,606,794+3,286,19410,955130,5300.51%+119,575
Encompass Health Corp(EHC)01,103,885+1,103,8850106,6790.42%+106,679
Timken Co(TKR)01,221,528+1,221,5280102,9630.40%+102,963
Match Group Inc(MTCH)2,374,9384,578,418+2,203,48072,151173,2470.68%+101,097
Concentrix Corp(CNXC)02,157,999+2,157,9990110,5970.43%+110,597
Sensata Technologies Holding Plc
SHS
02,673,687+2,673,687095,8780.38%+95,878
Icu Medical Inc(ICUI)1,519,1741,412,644-106,530180,402257,4121.01%+77,010
H&R Block Inc3,538,1384,178,543+640,405191,873265,5461.04%+73,673
Teekay Tankers Ltd Cl A(TNK)01,239,213+1,239,213072,1840.28%+72,184
Eagle Materials Inc(EXP)0781,449+781,4490224,7840.88%+224,784
Commvault Systems Inc(CVLT)0451,451+451,451069,4560.27%+69,456
Science Applications Intl Corp(SAIC)1,451,7991,721,558+269,759170,659239,7610.94%+69,102
Mueller Water Products Inc Ser A(MWA)03,028,965+3,028,965065,7290.26%+65,729
Frontdoor Inc(FTDR)01,944,594+1,944,594093,3210.37%+93,321
Sterling Contruction Inc(STRL)1,211,3331,427,906+216,573143,349207,0750.81%+63,726
Allison Transmission Holdings Inc(ALSN)2,487,0412,576,156+89,115188,766247,4910.97%+58,725
Verint Systems Inc03,374,809+3,374,809085,4840.34%+85,484
Ugi Corp(UGI)5,361,5467,113,595+1,752,049122,779177,9820.70%+55,203
Unifirst Corp Ma(UNF)0273,425+273,425054,3160.21%+54,316
Lumentum Holdings Inc(LITE)0775,352+775,352049,1420.19%+49,142
Ftai Aviation Ltd(FTAI)0365,134+365,134048,5260.19%+48,526
Dentsply Sirona Inc(XRAY)10,267,67311,225,075+957,402255,768303,7511.19%+47,983
Sprouts Farmers Mkt Inc(SFM)0426,582+426,582047,0990.18%+47,099
Keycorp(KEY)026,121,133+26,121,1330437,5291.72%+437,529
Scotts Miracle-Gro Co Cl A(SMG)0527,925+527,925045,7710.18%+45,771
Inspire Med Systems Inc(INSP)0215,094+215,094045,3960.18%+45,396
Klaviyo Inc Ser A(KVYO)01,258,111+1,258,111044,5120.17%+44,512
Under Armour Inc Cl A(UA)04,995,518+4,995,518044,5100.17%+44,510
Axis Cap Holdings Ltd
SHS
01,638,440+1,638,4400130,4360.51%+130,436
Semtech Corp(SMTC)0945,753+945,753043,1830.17%+43,183
Healthpeak Properties Inc(DOC)015,616,682+15,616,6820357,1541.40%+357,154
Life Time Group Holdings Inc Common(LTH)01,735,188+1,735,188042,3730.17%+42,373
Boot Barn Holdings Inc0251,997+251,997042,1540.17%+42,154
Dayforce Inc0678,795+678,795041,5760.16%+41,576
Spectrum Brands Holdings Inc(SPB)0432,135+432,135041,1130.16%+41,113
Belden Inc796,205986,493+190,28874,684115,5480.45%+40,864
La-Z-Boy Inc(LZB)0936,694+936,694040,2120.16%+40,212
Graphic Packaging Holding Co(GPK)013,812,875+13,812,8750408,7231.60%+408,723
TXNM Energy Inc Com(TXNM)4,635,0234,817,780+182,757171,310210,8740.83%+39,564
Gitlab Inc Class A(GTLB)0748,770+748,770038,5920.15%+38,592
Olin Corp Par $1(OLN)04,076,164+4,076,1640195,5740.77%+195,574
Armstrong World Industries Inc(AWI)01,958,073+1,958,0730257,3501.01%+257,350
Simply Good Foods Co(SMPL)2,268,6773,445,056+1,176,37981,967119,7850.47%+37,817
Zeta Global Holdings Corp Cl A(ZETA)2,265,8922,605,602+339,71039,99377,7250.31%+37,732
Flowers Foods Inc(FLO)1,864,7133,416,347+1,551,63441,39778,8150.31%+37,418
Berry Global Group Inc04,704,709+4,704,7090319,8261.26%+319,826
Marriott Vacations Worldwide C(VAC)698,6401,303,605+604,96561,00595,7890.38%+34,784
Affiliated Managers Group Inc414,721558,215+143,49464,79299,2510.39%+34,459
Inari Med Inc0768,522+768,522031,6940.12%+31,694
Mueller Industries Inc(MLI)2,502,9012,335,841-167,060142,515173,0860.68%+30,571
Evercore Inc Class A(EVR)745,235733,004-12,231155,329185,6990.73%+30,370
Hanesbrands Inc012,610,451+12,610,451092,6870.36%+92,687
Genpact Limited
SHS
1,553,2252,010,695+457,47049,99878,8390.31%+28,841
Cno Financial Group Inc04,155,441+4,155,4410145,8560.57%+145,856
Doximity Inc Cl A(DOCS)1,261,7881,455,492+193,70435,29263,4160.25%+28,124
Modine Manufacturing Co(MOD)530,541611,482+80,94153,15581,1990.32%+28,044
Installed Building Prods Inc(IBP)0692,996+692,9960170,6640.67%+170,664
Stride Inc(LRN)1,752,5801,773,351+20,771123,557151,2850.59%+27,728
Parsons Corp(PSN)01,016,653+1,016,6530105,4070.41%+105,407
Hawkins Inc(HWKN)148,925314,268+165,34313,55240,0600.16%+26,508
Axon Enterprise Inc(AXON)152,056174,943+22,88744,74169,9070.27%+25,166
Merit Med Systems Inc(MMSI)1,546,1181,596,757+50,639132,889157,8070.62%+24,919
Acuity Brands Inc(AYI)01,112,274+1,112,2740306,3091.20%+306,309
Vertiv Holdings Co Cl A(VRT)1,257,1691,333,150+75,981108,833132,6350.52%+23,802
Carpenter Technology Corp(CRS)313,441360,851+47,41034,34757,5850.23%+23,238
John Bean Technologies Corp(JBTM)537,611753,126+215,51551,05774,1900.29%+23,134
Primo Water Corporation7,659,7307,525,974-133,756167,442190,0310.75%+22,589
Revolve Group Inc Cl A(RVLV)01,914,249+1,914,249047,4350.19%+47,435
Wafd Inc Com(WAFD)3,720,8113,654,384-66,427106,341127,3550.50%+21,014
Applied Industrial Technologies Inc(AIT)666,018671,957+5,939129,207149,9340.59%+20,726
United Therapeutics Corp(UTHR)574,976568,392-6,584183,158203,6830.80%+20,525
Kite Realty Group Tr(KRG)05,409,621+5,409,6210143,6800.56%+143,680
Victorias Secret And Co Common(VSXY)1,593,6431,878,481+284,83828,16048,2770.19%+20,117
Crown Holdings Inc(CCK)01,013,080+1,013,080097,1340.38%+97,134
Kontoor Brands Inc(KTB)939,878996,717+56,83962,17381,5120.32%+19,339
Advance Auto Parts Inc(AAP)03,101,967+3,101,9670120,9460.47%+120,946
Integra Lifesciences Holdings Corp(IART)1,841,9153,967,562+2,125,64753,67372,0910.28%+18,417
Caci International Inc Cl A(CACI)151,017165,235+14,21864,95783,3710.33%+18,414
Dun & Bradstreet Corp New08,762,987+8,762,9870100,8620.40%+100,862
Evolent Health Inc Cl A01,516,544+1,516,544042,8880.17%+42,888
Masterbrand Inc Common Stock(MBC)03,509,380+3,509,380065,0640.26%+65,064
Intapp Inc(INTA)942,1181,101,725+159,60734,54752,6950.21%+18,148
Envista Holdings Corporation(NVST)4,049,1674,315,127+265,96067,33885,2670.33%+17,929
Progress Software Corp(PRGS)01,214,890+1,214,890081,8470.32%+81,847
Pegasystems Inc(PEGA)0802,682+802,682058,6680.23%+58,668
Cirrus Logic Inc(CRUS)1,818,2942,007,394+189,100232,123249,3380.98%+17,215
Stifel Financial Corp(SF)1,770,6561,765,658-4,998149,001165,7950.65%+16,795
Hanover Insurance Group Inc(THG)0621,359+621,359092,0300.36%+92,030
Duolingo Inc Cl A(DUOL)0159,396+159,396044,9530.18%+44,953
Exlservice Holdings Inc(EXLS)02,332,806+2,332,806088,9970.35%+88,997
Ryder Systems Inc(R)717,387716,865-52288,870104,5190.41%+15,649
Sonoco Prods Co(SON)02,128,486+2,128,4860116,2790.46%+116,279
Black Hills Corp01,651,420+1,651,4200100,9350.40%+100,935
Interdigital Inc(IDCC)0591,532+591,532083,7790.33%+83,779
Digitalocean Holdings Inc(DOCN)01,440,407+1,440,407058,1780.23%+58,178
Collegium Pharmaceutical Inc(COLL)01,369,954+1,369,954052,9350.21%+52,935
Smartsheet Inc Cl A792,288888,264+95,97634,92449,1740.19%+14,250
Page 1 of 1