Holders — by stockHoldings — by fund
WEDGE CAPITAL MANAGEMENT L L P/NC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1015308
$6.06B
disclosed book value
484
positions
1.8%
largest position share
Positions, as of 2026-06-30
top 100 of 484 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | KLACKLA-Tencor Corp | 359,277 | $108.4M | 1.8% |
| 2 | AMATApplied Materials Inc | 139,749 | $101.0M | 1.7% |
| 3 | LRCXLam Research Corp New | 220,495 | $95.5M | 1.6% |
| 4 | APHAmphenol Corp | 528,324 | $93.2M | 1.5% |
| 5 | GOOGLAlphabet Inc Cap Stock Cl A | 233,449 | $83.4M | 1.4% |
| 6 | DELLDell Technologies Inc Cl C | 192,093 | $82.9M | 1.4% |
| 7 | DBXDROPBOX INC | 3.0M | $82.6M | 1.4% |
| 8 | YOUClear Secure Inc Cl A | 1.5M | $82.5M | 1.4% |
| 9 | ANETArista Networks Inc | 485,198 | $82.4M | 1.4% |
| 10 | JBLJabil Inc | 212,241 | $81.8M | 1.3% |
| 11 | KEYSKeysight Technologies Inc | 230,131 | $80.6M | 1.3% |
| 12 | CWCurtiss-Wright Corp | 105,608 | $80.0M | 1.3% |
| 13 | TXNTexas Instruments Inc | 266,012 | $79.3M | 1.3% |
| 14 | SNXTd Synnex Corporation | 291,043 | $77.8M | 1.3% |
| 15 | SSNCSS&C Technologies Holdings Inc | 1.3M | $77.6M | 1.3% |
| 16 | LMTLockheed Martin Corp | 148,418 | $75.6M | 1.2% |
| 17 | MSFTMicrosoft Corp | 201,880 | $75.3M | 1.2% |
| 18 | Seagate Technology Hldngs PLC | 77,655 | $74.9M | 1.2% |
| 19 | CPAYCorpay Inc | 222,662 | $74.2M | 1.2% |
| 20 | Fabrinet | 128,795 | $72.4M | 1.2% |
| 21 | ARWArrow Electrs Inc | 338,823 | $72.3M | 1.2% |
| 22 | CSCOCisco Systems Inc | 611,892 | $71.9M | 1.2% |
| 23 | NXTNextpower Inc | 600,671 | $71.6M | 1.2% |
| 24 | NTAPNetApp Inc | 457,445 | $70.8M | 1.2% |
| 25 | TE Connectivity PLC | 349,262 | $70.4M | 1.2% |
| 26 | ADSKAutodesk Inc | 353,982 | $68.8M | 1.1% |
| 27 | LTHLife Time Group Holdings Inc C | 1.1M | $43.2M | 0.7% |
| 28 | Royalty Pharma Plc Class A | 770,422 | $43.2M | 0.7% |
| 29 | Carnival Corp Ltd Common Share | 1.5M | $41.5M | 0.7% |
| 30 | DVADaVita Inc | 186,227 | $41.4M | 0.7% |
| 31 | THCTenet Healthcare Corp New | 221,453 | $41.4M | 0.7% |
| 32 | EXPEExpedia Group Inc | 156,440 | $40.0M | 0.7% |
| 33 | RGAReinsurance Group of America I | 179,440 | $38.2M | 0.6% |
| 34 | ALLYAlly Financial Inc | 820,960 | $37.7M | 0.6% |
| 35 | SYFSynchrony Financial | 495,316 | $37.7M | 0.6% |
| 36 | RLRalph Lauren Corp | 93,552 | $37.6M | 0.6% |
| 37 | PFGPrincipal Financial Group Inc | 347,146 | $37.4M | 0.6% |
| 38 | VSXYVictorias Secret And Co Common | 446,744 | $37.3M | 0.6% |
| 39 | TROWT. Rowe Price Group Inc | 321,452 | $36.5M | 0.6% |
| 40 | VLYValley National Bancorp | 2.5M | $36.4M | 0.6% |
| 41 | TPRTapestry Inc | 248,661 | $36.4M | 0.6% |
| 42 | ZIONZions Bancorporation | 524,818 | $36.3M | 0.6% |
| 43 | VOYAVoya Financial Inc | 400,173 | $36.2M | 0.6% |
| 44 | MUSAMurphy USA Inc | 67,158 | $36.2M | 0.6% |
| 45 | CCitigroup Inc | 254,560 | $35.6M | 0.6% |
| 46 | TSNTyson Foods Inc | 621,639 | $35.6M | 0.6% |
| 47 | Garmin Ltd | 149,133 | $35.4M | 0.6% |
| 48 | STTState Street Corp | 208,736 | $35.4M | 0.6% |
| 49 | PRUPrudential Financial Inc | 325,257 | $35.1M | 0.6% |
| 50 | FOXFox Corporation | 748,224 | $35.0M | 0.6% |
| 51 | UNMUnum Group | 390,340 | $34.9M | 0.6% |
| 52 | BOOTBoot Barn Holdings Inc | 212,327 | $34.9M | 0.6% |
| 53 | BENFranklin Resources Inc | 1.0M | $34.9M | 0.6% |
| 54 | CASYCaseys General Stores Inc | 43,872 | $34.9M | 0.6% |
| 55 | ANAutoNation Inc | 186,969 | $34.7M | 0.6% |
| 56 | AerCap Holdings NV | 237,880 | $34.7M | 0.6% |
| 57 | URBNUrban Outfitters Inc | 487,891 | $34.6M | 0.6% |
| 58 | METMetLife Inc | 408,166 | $34.5M | 0.6% |
| 59 | DDSDillard's Inc | 65,318 | $34.5M | 0.6% |
| 60 | HIGHartford Insurance Group Inc C | 259,897 | $34.4M | 0.6% |
| 61 | HASHasbro Inc | 414,717 | $34.3M | 0.6% |
| 62 | DISThe Walt Disney Co | 352,069 | $33.9M | 0.6% |
| 63 | AMPAmeriprise Financial Inc | 73,833 | $33.9M | 0.6% |
| 64 | ABBVAbbVie Inc | 134,579 | $33.9M | 0.6% |
| 65 | GMGeneral Motors Co | 438,424 | $33.8M | 0.6% |
| 66 | FNFFidelity Natl Financial Inc | 711,994 | $33.6M | 0.6% |
| 67 | NYTNew York Times Co Cl A | 478,416 | $33.5M | 0.6% |
| 68 | CAHCardinal Health Inc | 139,784 | $33.2M | 0.5% |
| 69 | FFord Motor Co | 2.4M | $33.0M | 0.5% |
| 70 | OSCROscar Health Inc Cl A | 1.2M | $32.9M | 0.5% |
| 71 | LVSLas Vegas Sands Corp | 710,484 | $32.8M | 0.5% |
| 72 | GSThe Goldman Sachs Group Inc | 32,224 | $32.6M | 0.5% |
| 73 | RVTYRevvity Inc Com | 292,493 | $32.5M | 0.5% |
| 74 | Invesco Ltd | 1.2M | $31.9M | 0.5% |
| 75 | JXNJackson Financial Inc Cl A | 310,357 | $31.8M | 0.5% |
| 76 | GILGildan Activewear Inc | 613,324 | $31.6M | 0.5% |
| 77 | HALOHalozyme Therapeutics Inc | 403,824 | $31.6M | 0.5% |
| 78 | HCAHCA Healthcare Inc | 81,008 | $31.6M | 0.5% |
| 79 | CNCCentene Corp | 487,090 | $31.3M | 0.5% |
| 80 | CVSCVS Health Corp | 301,882 | $31.2M | 0.5% |
| 81 | LHLabcorp Holdings Inc | 109,674 | $30.7M | 0.5% |
| 82 | Jazz Pharmaceuticals plc | 126,539 | $30.5M | 0.5% |
| 83 | BMYBristol-Myers Squibb Co | 528,057 | $30.4M | 0.5% |
| 84 | MOAltria Group Inc | 418,199 | $30.1M | 0.5% |
| 85 | CORCencora Inc Com | 105,614 | $29.9M | 0.5% |
| 86 | REGNRegeneron Pharmaceuticals | 47,775 | $29.8M | 0.5% |
| 87 | GEHCGE Healthcare Technologies Inc | 461,283 | $29.5M | 0.5% |
| 88 | VTRSViatris Inc | 1.9M | $29.5M | 0.5% |
| 89 | MCKMcKesson Corp | 38,937 | $29.4M | 0.5% |
| 90 | SOLVSolventum Corp | 379,356 | $29.3M | 0.5% |
| 91 | ESEversource Energy | 352,400 | $25.5M | 0.4% |
| 92 | TKRThe Timken Co | 147,483 | $21.4M | 0.4% |
| 93 | PORPortland General Electric Co | 377,171 | $19.5M | 0.3% |
| 94 | Gates Industrial Corp plc | 678,551 | $19.0M | 0.3% |
| 95 | ALSNAllison Transmission Holdings | 146,537 | $16.5M | 0.3% |
| 96 | MATXMatson Inc | 84,392 | $16.2M | 0.3% |
| 97 | SRSpire Inc | 207,633 | $16.2M | 0.3% |
| 98 | AYIAcuity Inc | 42,944 | $16.2M | 0.3% |
| 99 | ADTADT Inc | 2.4M | $15.9M | 0.3% |
| 100 | MLIMueller Industries Inc | 129,143 | $15.9M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.