FULLER & THALER ASSET MANAGEMENT, INC.
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 ▲▼ | |
| Amcor Plc | 0 | 59,866,243 | +59,866,243 | 0 | 499,284,469 | +499,284,469 |
| Healthpeak Properties Inc | 0 | 29,648,260 | +29,648,260 | 0 | 476,744,029 | +476,744,029 |
| Primoris Services Corp | 0 | 3,038,248 | +3,038,248 | 0 | 377,168,107 | +377,168,107 |
| Fnb Corp | 0 | 21,013,099 | +21,013,099 | 0 | 359,323,990 | +359,323,990 |
| Lumentum Holdings Inc | 0 | 971,609 | +971,609 | 0 | 358,125,422 | +358,125,422 |
| Old Natl Bancorp Ind | 0 | 15,902,994 | +15,902,994 | 0 | 354,795,803 | +354,795,803 |
| Exelixis Inc | 0 | 7,960,896 | +7,960,896 | 0 | 348,926,093 | +348,926,093 |
| Allison Transmission Holdings Inc | 0 | 3,313,661 | +3,313,661 | 0 | 324,407,453 | +324,407,453 |
| Jazz Pharmaceuticals Plc Usd | 0 | 1,677,132 | +1,677,132 | 0 | 285,112,523 | +285,112,523 |
| Graphic Packaging Holding Co | 0 | 18,704,259 | +18,704,259 | 0 | 281,686,143 | +281,686,143 |
| Keycorp | 0 | 13,406,380 | +13,406,380 | 0 | 276,707,693 | +276,707,693 |
| Comfort Systems Usa Inc | 0 | 289,039 | +289,039 | 0 | 269,756,967 | +269,756,967 |
| Agco Corp | 0 | 2,550,165 | +2,550,165 | 0 | 266,033,255 | +266,033,255 |
| Science Applications Intl Corp | 0 | 2,626,951 | +2,626,951 | 0 | 264,428,893 | +264,428,893 |
| Commercial Metals Co | 0 | 3,817,829 | +3,817,829 | 0 | 264,270,141 | +264,270,141 |
| Sonoco Products Company | 0 | 5,901,950 | +5,901,950 | 0 | 257,561,080 | +257,561,080 |
| Devon Energy Corp | 0 | 6,977,967 | +6,977,967 | 0 | 255,602,922 | +255,602,922 |
| Lkq Corp | 0 | 8,258,251 | +8,258,251 | 0 | 249,399,192 | +249,399,192 |
| Guardant Health Inc | 0 | 2,441,730 | +2,441,730 | 0 | 249,398,349 | +249,398,349 |
| Bloom Energy Corp Cl A | 0 | 2,742,201 | +2,742,201 | 0 | 238,269,864 | +238,269,864 |
| Primo Brands Corporation Class A | 0 | 14,454,637 | +14,454,637 | 0 | 236,333,318 | +236,333,318 |
| Indivior Plc | 0 | 6,371,534 | +6,371,534 | 0 | 228,610,629 | +228,610,629 |
| Match Group Inc | 0 | 6,965,319 | +6,965,319 | 0 | 224,910,139 | +224,910,139 |
| White Mountains Ins Group Ltd | 0 | 108,172 | +108,172 | 0 | 224,785,147 | +224,785,147 |
| Emcor Group Inc | 0 | 363,774 | +363,774 | 0 | 222,553,376 | +222,553,376 |
| Americold Realty Trust | 0 | 17,295,173 | +17,295,173 | 0 | 222,415,923 | +222,415,923 |
| Option Care Health Inc New | 0 | 6,958,800 | +6,958,800 | 0 | 221,707,367 | +221,707,367 |
| Encompass Health Corp | 0 | 2,053,690 | +2,053,690 | 0 | 217,978,644 | +217,978,644 |
| Ugi Corp | 0 | 5,546,238 | +5,546,238 | 0 | 207,595,706 | +207,595,706 |
| Sensata Technologies Holding Plc | 0 | 6,019,414 | +6,019,414 | 0 | 200,386,289 | +200,386,289 |
| Affiliated Managers Group Inc | 0 | 685,588 | +685,588 | 0 | 197,641,206 | +197,641,206 |
| Portland Gen Elec Co New | 0 | 4,084,603 | +4,084,603 | 0 | 196,020,106 | +196,020,106 |
| Frontdoor Inc | 0 | 3,377,903 | +3,377,903 | 0 | 194,871,204 | +194,871,204 |
| Armstrong World Industries Inc | 0 | 1,005,464 | +1,005,464 | 0 | 192,144,148 | +192,144,148 |
| Bright Horizons Fam Sol In Del | 0 | 1,893,014 | +1,893,014 | 0 | 191,951,653 | +191,951,653 |
| Cirrus Logic Inc | 0 | 1,578,555 | +1,578,555 | 0 | 187,058,804 | +187,058,804 |
| Donaldson Inc | 0 | 2,109,595 | +2,109,595 | 0 | 187,036,664 | +187,036,664 |
| H&R Block Inc | 0 | 4,285,516 | +4,285,516 | 0 | 186,762,797 | +186,762,797 |
| Sterling Contruction Inc | 0 | 605,452 | +605,452 | 0 | 185,407,579 | +185,407,579 |
| Vertiv Holdings Co Cl A | 0 | 1,142,340 | +1,142,340 | 0 | 185,070,545 | +185,070,545 |
| Merit Med Systems Inc | 0 | 2,077,796 | +2,077,796 | 0 | 183,136,907 | +183,136,907 |
| Icu Medical Inc | 0 | 1,265,799 | +1,265,799 | 0 | 180,591,541 | +180,591,541 |
| Garrett Motion Inc | 0 | 10,349,004 | +10,349,004 | 0 | 180,383,132 | +180,383,132 |
| Nexstar Media Group Inc Cl A | 0 | 863,084 | +863,084 | 0 | 175,249,150 | +175,249,150 |
| Hanover Insurance Group Inc | 0 | 954,272 | +954,272 | 0 | 174,412,300 | +174,412,300 |
| Kite Realty Group Tr | 0 | 7,229,883 | +7,229,883 | 0 | 173,300,292 | +173,300,292 |
| Celanese Corp | 0 | 4,094,781 | +4,094,781 | 0 | 173,127,359 | +173,127,359 |
| Acuity Inc Com | 0 | 479,177 | +479,177 | 0 | 172,522,795 | +172,522,795 |
| Assurant Inc | 0 | 697,555 | +697,555 | 0 | 168,006,059 | +168,006,059 |
| Cno Financial Group Inc | 0 | 3,894,342 | +3,894,342 | 0 | 165,392,724 | +165,392,724 |
| Ralph Lauren Corp Cl A | 0 | 444,337 | +444,337 | 0 | 157,121,986 | +157,121,986 |
| Cabot Corp | 0 | 2,343,322 | +2,343,322 | 0 | 155,315,386 | +155,315,386 |
| Terex Corp | 0 | 2,889,224 | +2,889,224 | 0 | 154,226,765 | +154,226,765 |
| Gentex Corp | 0 | 6,550,395 | +6,550,395 | 0 | 152,427,699 | +152,427,699 |
| Msc Industrial Direct Inc Cl A | 0 | 1,796,316 | +1,796,316 | 0 | 151,070,155 | +151,070,155 |
| Weatherford Intl Plc | 0 | 1,928,226 | +1,928,226 | 0 | 150,903,000 | +150,903,000 |
| Timken Co | 0 | 1,788,542 | +1,788,542 | 0 | 150,470,066 | +150,470,066 |
| Brinks Co | 0 | 1,282,958 | +1,282,958 | 0 | 149,759,669 | +149,759,669 |
| Borgwarner Inc | 0 | 3,274,442 | +3,274,442 | 0 | 147,546,353 | +147,546,353 |
| Applied Industrial Technologies Inc | 0 | 572,376 | +572,376 | 0 | 146,968,979 | +146,968,979 |
| Kemper Corp | 0 | 3,623,083 | +3,623,083 | 0 | 146,879,780 | +146,879,780 |
| Genpact Limited | 0 | 3,112,290 | +3,112,290 | 0 | 145,592,949 | +145,592,949 |
| Federated Hermes Inc Cl B | 0 | 2,786,066 | +2,786,066 | 0 | 145,070,468 | +145,070,468 |
| Resideo Technologies Inc | 0 | 4,115,270 | +4,115,270 | 0 | 144,528,279 | +144,528,279 |
| Dentsply Sirona Inc | 0 | 12,505,510 | +12,505,510 | 0 | 142,937,976 | +142,937,976 |
| United Therapeutics Corp | 0 | 290,613 | +290,613 | 0 | 141,600,967 | +141,600,967 |
| Granite Construction Inc | 0 | 1,223,143 | +1,223,143 | 0 | 141,089,491 | +141,089,491 |
| Credo Technology Group Holding | 0 | 978,892 | +978,892 | 0 | 140,852,758 | +140,852,758 |
| Vontier Corporation Com | 0 | 3,777,518 | +3,777,518 | 0 | 140,448,128 | +140,448,128 |
| Hancock Whitney Corporation | 0 | 2,166,324 | +2,166,324 | 0 | 137,951,498 | +137,951,498 |
| Taylor Morrison Home Corp | 0 | 2,333,991 | +2,333,991 | 0 | 137,402,031 | +137,402,031 |
| Silgan Holdings Inc | 0 | 3,400,088 | +3,400,088 | 0 | 137,261,533 | +137,261,533 |
| Astera Laboratories Inc | 0 | 823,573 | +823,573 | 0 | 137,009,573 | +137,009,573 |
| Maximus Inc | 0 | 1,585,970 | +1,585,970 | 0 | 136,900,959 | +136,900,959 |
| Modine Manufacturing Co | 0 | 1,018,021 | +1,018,021 | 0 | 135,915,994 | +135,915,994 |
| Spire Inc | 0 | 1,625,284 | +1,625,284 | 0 | 134,410,966 | +134,410,966 |
| Ryder Systems Inc | 0 | 699,803 | +699,803 | 0 | 133,935,307 | +133,935,307 |
| Zions Bancorporation Na | 0 | 2,286,961 | +2,286,961 | 0 | 133,878,683 | +133,878,683 |
| Reynolds Consumer Prods Inc | 0 | 5,729,554 | +5,729,554 | 0 | 131,321,375 | +131,321,375 |
| Elanco Animal Health Inc | 0 | 5,771,622 | +5,771,622 | 0 | 130,611,795 | +130,611,795 |
| Beacon Financial Corp | 0 | 4,878,380 | +4,878,380 | 0 | 128,642,887 | +128,642,887 |
| Murphy Usa Inc | 0 | 317,943 | +317,943 | 0 | 128,296,211 | +128,296,211 |
| Crown Holdings Inc | 0 | 1,235,602 | +1,235,602 | 0 | 127,229,942 | +127,229,942 |
| First Hawaiian Inc | 0 | 4,944,614 | +4,944,614 | 0 | 125,098,730 | +125,098,730 |
| Olin Corp Par $1 | 0 | 5,882,744 | +5,882,744 | 0 | 122,537,561 | +122,537,561 |
| Rayonier Inc | 0 | 5,647,156 | +5,647,156 | 0 | 122,260,920 | +122,260,920 |
| Mueller Water Products Inc Ser A | 0 | 5,082,662 | +5,082,662 | 0 | 121,069,002 | +121,069,002 |
| Unity Software Inc | 0 | 2,727,648 | +2,727,648 | 0 | 120,480,211 | +120,480,211 |
| Flowers Foods Inc | 0 | 10,997,655 | +10,997,655 | 0 | 119,654,490 | +119,654,490 |
| Skywest Inc | 0 | 1,184,956 | +1,184,956 | 0 | 118,981,395 | +118,981,395 |
| Everest Reinsurance Group Ltd | 0 | 346,305 | +346,305 | 0 | 117,518,682 | +117,518,682 |
| Belden Inc | 0 | 1,000,118 | +1,000,118 | 0 | 116,563,726 | +116,563,726 |
| Digitalocean Holdings Inc | 0 | 2,420,341 | +2,420,341 | 0 | 116,466,823 | +116,466,823 |
| Rev Group Inc | 0 | 1,898,440 | +1,898,440 | 0 | 115,444,158 | +115,444,158 |
| Hf Sinclair Corporation | 0 | 2,495,197 | +2,495,197 | 0 | 114,978,674 | +114,978,674 |
| Brightspring Health Services Inc | 0 | 3,064,258 | +3,064,258 | 0 | 114,756,462 | +114,756,462 |
| Cadence Bank | 0 | 2,664,785 | +2,664,785 | 0 | 114,159,394 | +114,159,394 |
| Irhythm Technologies Inc | 0 | 639,423 | +639,423 | 0 | 113,459,250 | +113,459,250 |
| Nextpower Inc | 0 | 1,293,747 | +1,293,747 | 0 | 112,698,305 | +112,698,305 |
| Sanmina Corporation | 0 | 732,369 | +732,369 | 0 | 109,906,629 | +109,906,629 |