0001015308-22-000005.txt : 20220412
0001015308-22-000005.hdr.sgml : 20220412
20220412135716
ACCESSION NUMBER: 0001015308-22-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220412
DATE AS OF CHANGE: 20220412
EFFECTIVENESS DATE: 20220412
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: WEDGE CAPITAL MANAGEMENT L L P/NC
CENTRAL INDEX KEY: 0001015308
IRS NUMBER: 561557450
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-05670
FILM NUMBER: 22821799
BUSINESS ADDRESS:
STREET 1: 301 SOUTH COLLEGE STREET SUITE 3800
CITY: CHARLOTTE
STATE: NC
ZIP: 28202
BUSINESS PHONE: 7043346475
MAIL ADDRESS:
STREET 1: 301 SOUTH COLLEGE STREET SUITE 3800
CITY: CHARLOTTE
STATE: NC
ZIP: 28202
13F-HR
1
primary_doc.xml
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0001015308
XXXXXXXX
03-31-2022
03-31-2022
WEDGE CAPITAL MANAGEMENT L L P/NC
301 SOUTH COLLEGE STREET SUITE 3800
CHARLOTTE
NC
28202
13F HOLDINGS REPORT
028-05670
N
Bradley W. Horstmann
General Partner & CCO
704-334-6475
Bradley W. Horstmann
Charlotte
NC
04-12-2022
0
418
7423947
true
INFORMATION TABLE
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2022Q113F.xml
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Abbott Laboratories
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3220
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Accenture plc
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Adobe Inc
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838
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COM
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Advanced Micro Devices Inc
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AECOM
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AerCap Holdings NV
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Aerojet Rocketdyne Holdings In
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Amgen Inc
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Amneal Pharmaceuticals Inc Sto
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Amphenol Corp
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Anthem Inc
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APA Corporation
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Applied Materials Inc
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ArcBest Corp
COM
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Arch Capital Group Ltd
COM
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Arch Resources Inc
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Argo Group Intl Holdings Ltd
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Arista Networks Inc
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Assurant Inc
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Autoliv Inc
COM
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AutoNation Inc
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AutoZone Inc
COM
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AvalonBay Communities Inc
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Avantor Inc
COM
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Axalta Coating Systems Ltd
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Axis Capital Holdings Ltd
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Belden Inc
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Berkshire Hathaway Inc
COM
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Berry Global Group Inc
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Bloomin' Brands Inc
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COM
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COM
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COM
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COM
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508333
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701
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101320
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CACI International Inc
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1172
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Cadence Bank Com
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695011
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Cadence Design Systems Inc
COM
127387108
56511
343618
SH
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Capital Bancorp Inc MD Com
COM
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243997
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Capital One Financial Corp
COM
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Cardinal Health Inc
COM
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8987
SH
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Carlisle Cos Inc
COM
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SH
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CarMax Inc
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374126
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Catalyst Pharmaceuticals Inc
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15864
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Caterpillar Inc
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Cathay General Bancorp
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113083
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Cboe Global Markets Inc
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2240
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588169
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53572
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Champion X Corporation
COM
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Cheniere Energy Inc New
COM
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Chevron Corp
COM
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44485
Cigna Corp
COM
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200467
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Cisco Systems Inc
COM
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7417
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Citigroup Inc
COM
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Citizens Financial Group Inc
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Clean Harbors Inc
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Clearwater Paper Corp
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2900
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ConnectOne Bancorp Inc
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ConocoPhillips
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148244
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Credit Acceptance Corp
COM
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382
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382
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43558
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COM
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Dana Inc
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SH
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Danaher Corp
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1202
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Darden Restaurants Inc
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DaVita Inc
COM
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SH
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Dicks Sporting Goods Inc
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15726
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COM
260003108
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Dow Inc
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DXC Technology Co
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East West Bancorp Inc
COM
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SH
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Eastman Chemical Co
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Element Solutions Inc
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EMCOR Group Inc
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15616
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SH
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Emerson Electric Co
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Encompass Health Corp
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EnerSys
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Entergy Corp
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Envista Holdings Corp
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EPR Properties
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EQT Corp
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Equitable Holdings Inc
COM
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SOLE
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Euronet Worldwide Inc
COM
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441
3391
SH
SOLE
3391
0
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Evercore Inc Class A
COM
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SOLE
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Everest Reinsurance Group Ltd
COM
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391
1296
SH
SOLE
1296
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Evergy Inc
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Exelon Corp
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30161N101
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Exxon Mobil Corp
COM
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SH
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2771
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F.N.B. Corporation
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302520101
8418
676115
SH
SOLE
511006
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165109
Facebook Inc
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30303M102
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SH
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4342
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Fair Isaac Corp
COM
303250104
577
1236
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SOLE
1236
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FedEx Corp
COM
31428X106
12440
53763
SH
SOLE
53763
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Fidelity Natl Financial Inc
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First American Financial Corp
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First Foundation Inc
COM
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56911
First Interstate BancSystem In
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32055Y201
5839
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Fortinet Inc
COM
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Fortive Corp
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34959J108
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629659
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SOLE
457585
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Franklin Resources Inc
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354613101
30279
1084508
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SOLE
749409
0
335099
Gartner Inc
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366651107
57639
193770
SH
SOLE
135297
0
58473
General Mills Inc
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370334104
33565
495641
SH
SOLE
342151
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153490
General Motors Co
COM
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5632
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Gentex Corp
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155955
Genuine Parts Co
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372460105
15684
124459
SH
SOLE
86548
0
37911
German American Bancorp Inc
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373865104
6836
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SH
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136608
0
43322
Global Payments Inc
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37940X102
38533
281590
SH
SOLE
194726
0
86864
Goodyear Tire & Rubber Co
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382550101
29452
2061026
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1429257
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631769
Greif Inc
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397624107
221
3401
SH
SOLE
3401
0
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H&R Block Inc
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093671105
222
8507
SH
SOLE
8507
0
0
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406216101
23531
621360
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429921
0
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Hancock Whitney Corp
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410120109
8096
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SOLE
117238
0
38009
Harley-Davidson Inc
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412822108
300
7618
SH
SOLE
7618
0
0
Hayward Holdings Inc
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421298100
12546
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SH
SOLE
573728
0
181146
HCA Healthcare Inc
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40412C101
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175203
SH
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40661
Helen of Troy Corp Ltd
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15975
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Henry Jack & Assoc Inc
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586
2973
SH
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2973
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Hewlett Packard Enterprise Co
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42824C109
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51281
SH
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HF Sinclair Corporation Com
COM
403949100
259
6505
SH
SOLE
6505
0
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Hillenbrand Inc
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431571108
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8062
SH
SOLE
8062
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Hologic Inc
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436440101
34733
452140
SH
SOLE
312685
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139455
Home Bancshares Inc
COM
436893200
4315
190950
SH
SOLE
144437
0
46513
Honeywell Intl Inc
COM
438516106
238
1224
SH
SOLE
1224
0
0
HP Inc
COM
40434L105
50518
1391672
SH
SOLE
962191
0
429481
Humana Inc
COM
444859102
33776
77616
SH
SOLE
53897
0
23719
Huntington Ingalls Industries
COM
446413106
45880
230046
SH
SOLE
158852
0
71194
Huntsman Corp
COM
447011107
7638
203619
SH
SOLE
141354
0
62265
Ingredion Inc
COM
457187102
7592
87114
SH
SOLE
60386
0
26728
Insight Enterprises Inc
COM
45765U103
10656
99290
SH
SOLE
76512
0
22778
Installed Building Prods Inc
COM
45780R101
5617
66487
SH
SOLE
51044
0
15443
Intel Corp
COM
458140100
355
7169
SH
SOLE
7169
0
0
International Paper Co
COM
460146103
8084
175160
SH
SOLE
122353
0
52807
Intl Business Machines Corp
COM
459200101
215
1652
SH
SOLE
1652
0
0
Intuit Inc
COM
461202103
50935
105930
SH
SOLE
73108
0
32822
Ironwood Pharmaceuticals Inc C
COM
46333X108
188
14974
SH
SOLE
14974
0
0
Itron Inc
COM
465741106
293
5561
SH
SOLE
5561
0
0
ITT Inc
COM
45073V108
21097
280507
SH
SOLE
213732
0
66775
J.M. Smucker Co
COM
832696405
33749
249236
SH
SOLE
172458
0
76778
Jacobs Engineering Group Inc
COM
469814107
16133
117066
SH
SOLE
81346
0
35720
Jefferies Financial Group Inc
COM
47233W109
31229
950662
SH
SOLE
655831
0
294831
Johnson & Johnson
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478160104
35308
199222
SH
SOLE
138562
0
60660
Johnson Controls Intl plc
COM
G51502105
11780
179652
SH
SOLE
179652
0
0
JPMorgan Chase & Co
COM
46625H100
648
4757
SH
SOLE
4757
0
0
KBR Inc
COM
48242W106
10917
199470
SH
SOLE
154386
0
45084
KeyCorp
COM
493267108
31575
1410865
SH
SOLE
977924
0
432941
Keysight Technologies Inc
COM
49338L103
52141
330068
SH
SOLE
228632
0
101436
KLA-Tencor Corp
COM
482480100
55143
150639
SH
SOLE
104327
0
46312
Kraft Heinz Co
COM
500754106
35619
904259
SH
SOLE
624498
0
279761
Kroger Co
COM
501044101
33243
579456
SH
SOLE
400718
0
178738
L3harris Technologies Inc
COM
502431109
33184
133555
SH
SOLE
92151
0
41404
Laboratory Corp of America Hol
COM
50540R409
31092
117926
SH
SOLE
80995
0
36931
Lakeland Financial Corp
COM
511656100
1864
25530
SH
SOLE
19436
0
6094
Lam Research Corp
COM
512807108
50061
93118
SH
SOLE
64707
0
28411
Lamar Advertising Co
COM
512816109
21149
182035
SH
SOLE
112221
0
69814
Landstar System Inc
COM
515098101
586
3883
SH
SOLE
3883
0
0
Lear Corp
COM
521865204
15069
105681
SH
SOLE
73914
0
31767
Lennar Corp
COM
526057104
36757
452838
SH
SOLE
312425
0
140413
Liberty Broadband Corp
COM
530307305
32629
241126
SH
SOLE
179573
0
61553
Lilly Eli and Co
COM
532457108
435
1518
SH
SOLE
1518
0
0
Lincoln Natl Corp
COM
534187109
31183
477095
SH
SOLE
327789
0
149306
Lithia Motors Inc Cl A
COM
536797103
32670
108857
SH
SOLE
75343
0
33514
Livanova PLC
COM
G5509L101
8964
109545
SH
SOLE
83930
0
25615
LKQ Corp
COM
501889208
361
7957
SH
SOLE
7957
0
0
Louisiana-Pacific Corp
COM
546347105
6974
112274
SH
SOLE
77733
0
34541
Lowe's Cos Inc
COM
548661107
42518
210287
SH
SOLE
160143
0
50144
LPL Financial Holdings Inc
COM
50212V100
287
1570
SH
SOLE
1570
0
0
Lumen Technologies Inc
COM
550241103
245
21700
SH
SOLE
21700
0
0
LyondellBasell Industries N.V.
COM
N53745100
7800
75859
SH
SOLE
53007
0
22852
Macy's Inc
COM
55616P104
291
11946
SH
SOLE
11946
0
0
Magnolia Oil & Gas Corp Cl A
COM
559663109
19558
826993
SH
SOLE
631074
0
195919
ManTech Intl Corp
COM
564563104
233
2700
SH
SOLE
2700
0
0
Marathon Oil Corp
COM
565849106
23210
924315
SH
SOLE
648550
0
275765
Markel Corp
COM
570535104
35831
24288
SH
SOLE
19101
0
5187
Marriott Vacations Worldwide C
COM
57164Y107
13725
87030
SH
SOLE
53624
0
33406
Masco Corp
COM
574599106
13365
262063
SH
SOLE
181578
0
80485
Mastercard Incorporated
COM
57636Q104
532
1488
SH
SOLE
1488
0
0
McDonalds Corp
COM
580135101
359
1451
SH
SOLE
1451
0
0
McKesson Corp
COM
58155Q103
36466
119120
SH
SOLE
83049
0
36071
Medical Properties Trust Inc
COM
58463J304
13831
654269
SH
SOLE
399849
0
254420
Medtronic plc
COM
G5960L103
292
2633
SH
SOLE
2633
0
0
Merck & Co Inc
COM
58933Y105
380
4632
SH
SOLE
4632
0
0
Meritage Homes Corp
COM
59001A102
5534
69842
SH
SOLE
54292
0
15550
Mesa Air Group Inc
COM
590479135
3480
790913
SH
SOLE
600998
0
189915
Methode Electronics Inc
COM
591520200
12646
292392
SH
SOLE
223558
0
68834
MetLife Inc
COM
59156R108
35820
509675
SH
SOLE
353858
0
155817
Metropolitan Bank Holding Corp
COM
591774104
9212
90513
SH
SOLE
67836
0
22677
MGIC Inv Corp WI
COM
552848103
222
16414
SH
SOLE
16414
0
0
MGM Growth Properties LLC
COM
55303A105
31721
819677
SH
SOLE
507586
0
312091
Microsoft Corp
COM
594918104
63171
204896
SH
SOLE
145888
0
59008
Modine Manufacturing Co
COM
607828100
6544
726330
SH
SOLE
555946
0
170384
Modivcare Inc
COM
60783X104
13189
114296
SH
SOLE
87725
0
26571
Molina Healthcare Inc
COM
60855R100
34458
103293
SH
SOLE
71919
0
31374
Molson Coors Brewing Co
COM
60871R209
369
6907
SH
SOLE
6907
0
0
Moodys Corp
COM
615369105
10040
29756
SH
SOLE
29756
0
0
Moog Inc
COM
615394202
9331
106274
SH
SOLE
82198
0
24076
Morgan Stanley
COM
617446448
240
2743
SH
SOLE
2743
0
0
MSA Safety Inc
COM
553498106
7494
56476
SH
SOLE
43190
0
13286
NetApp Inc
COM
64110D104
55282
666049
SH
SOLE
459104
0
206945
New York Community Bancorp Inc
COM
649445103
31258
2915834
SH
SOLE
2015518
0
900316
Nexstar Media Group Inc
COM
65336K103
48549
257584
SH
SOLE
183252
0
74332
Nextier Oilfield Solutions Inc
COM
65290C105
281
30392
SH
SOLE
30392
0
0
Nike Inc
COM
654106103
322
2396
SH
SOLE
2396
0
0
NMI Holdings Inc Cl A
COM
629209305
17230
835599
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SOLE
630985
0
204614
Northwest Nat Holding Co
COM
66765N105
215
4148
SH
SOLE
4148
0
0
Northwestern Corp
COM
668074305
13208
218342
SH
SOLE
166729
0
51613
Nov Inc
COM
62955J103
22756
1160418
SH
SOLE
807580
0
352838
Nucor Corp
COM
670346105
8720
58658
SH
SOLE
40904
0
17754
NVIDIA Corp
COM
67066G104
59040
216374
SH
SOLE
152310
0
64064
NVR Inc
COM
62944T105
36431
8155
SH
SOLE
5630
0
2525
O-I Glass Inc Com
COM
67098H104
192
14531
SH
SOLE
14531
0
0
Oceaneering Intl Inc
COM
675232102
198
13048
SH
SOLE
13048
0
0
OceanFirst Financial Corp
COM
675234108
7436
369963
SH
SOLE
277550
0
92413
OGE Energy Corp
COM
670837103
18639
457053
SH
SOLE
317577
0
139476
Old Republic Intl Corp
COM
680223104
271
10477
SH
SOLE
10477
0
0
Old Second Bancorp Inc
COM
680277100
4554
313865
SH
SOLE
236645
0
77220
ON Semiconductor Corp
COM
682189105
59509
950476
SH
SOLE
658222
0
292254
OneMain Holdings Inc
COM
68268W103
84990
1792652
SH
SOLE
1217139
0
575513
Open Text Corp
COM
683715106
383
9023
SH
SOLE
9023
0
0
Oracle Corp
COM
68389X105
56236
679751
SH
SOLE
474252
0
205499
Oshkosh Corp
COM
688239201
15221
151231
SH
SOLE
104569
0
46662
Otter Tail Corp
COM
689648103
225
3599
SH
SOLE
3599
0
0
Ovintiv Inc
COM
69047Q102
342
6316
SH
SOLE
6316
0
0
Owens Corning
COM
690742101
8468
92542
SH
SOLE
66016
0
26526
Oxford Industries Inc
COM
691497309
8263
91301
SH
SOLE
70175
0
21126
Packaging Corp of America
COM
695156109
8738
55976
SH
SOLE
39929
0
16047
Parker-Hannifin Corp
COM
701094104
15350
54094
SH
SOLE
37694
0
16400
Patterson-UTI Energy Inc
COM
703481101
359
23208
SH
SOLE
23208
0
0
Paychex Inc
COM
704326107
55262
404938
SH
SOLE
277747
0
127191
Paypal Holdings Inc
COM
70450Y103
257
2218
SH
SOLE
2218
0
0
PDC Energy Inc
COM
69327R101
30129
414539
SH
SOLE
295015
0
119524
PepsiCo Inc
COM
713448108
433
2585
SH
SOLE
2585
0
0
Performance Food Group Co
COM
71377A103
16772
329440
SH
SOLE
256705
0
72735
Pfizer Inc
COM
717081103
34336
663232
SH
SOLE
464511
0
198721
Philip Morris Intl Inc
COM
718172109
33180
353209
SH
SOLE
243921
0
109288
Photronics Inc
COM
719405102
13549
798417
SH
SOLE
611452
0
186965
Pinnacle Financial Partners In
COM
72346Q104
33244
361029
SH
SOLE
255119
0
105910
Pinnacle West Capital Corp
COM
723484101
19937
255276
SH
SOLE
177538
0
77738
Popular Inc
COM
733174700
224
2741
SH
SOLE
2741
0
0
Portland General Electric Co
COM
736508847
39994
725178
SH
SOLE
529642
0
195536
Post Holdings Inc
COM
737446104
211
3040
SH
SOLE
3040
0
0
PPL Corp
COM
69351T106
20250
709037
SH
SOLE
491903
0
217134
Premier Inc
COM
74051N102
229
6428
SH
SOLE
6428
0
0
Prestige Consmr Healthcare Inc
COM
74112D101
9218
174128
SH
SOLE
134704
0
39424
Principal Financial Group Inc
COM
74251V102
34605
471392
SH
SOLE
327053
0
144339
Procter & Gamble Co
COM
742718109
653
4273
SH
SOLE
4273
0
0
Prog Holdings Inc
COM
74319R101
31535
1096101
SH
SOLE
738155
0
357946
Propetro Holding Corp
COM
74347M108
210
15056
SH
SOLE
15056
0
0
Prosperity Bancshares Inc
COM
743606105
21003
302721
SH
SOLE
228336
0
74385
Prudential Financial Inc
COM
744320102
35201
297884
SH
SOLE
206844
0
91040
Public Service Enterprise Grou
COM
744573106
18329
261843
SH
SOLE
182193
0
79650
PulteGroup Inc
COM
745867101
36628
874165
SH
SOLE
606912
0
267253
QCR Holdings Inc
COM
74727A104
9963
176050
SH
SOLE
133560
0
42490
QUALCOMM Inc
COM
747525103
311
2034
SH
SOLE
2034
0
0
Qualys Inc
COM
74758T303
320
2248
SH
SOLE
2248
0
0
Quanex Building Products Corp
COM
747619104
7954
378933
SH
SOLE
292253
0
86680
Quest Diagnostics Inc
COM
74834L100
32137
234814
SH
SOLE
163609
0
71205
Radian Group Inc
COM
750236101
203
9147
SH
SOLE
9147
0
0
Ralph Lauren Corp
COM
751212101
37666
332036
SH
SOLE
229089
0
102947
Ramaco Resources Inc
COM
75134P303
429
27173
SH
SOLE
20664
0
6509
Raytheon Technologies Corp
COM
75513E101
256
2588
SH
SOLE
2588
0
0
RBB Bancorp
COM
74930B105
5595
238190
SH
SOLE
180125
0
58065
Regal Rexnord Corporation Com
COM
758750103
13537
90984
SH
SOLE
69432
0
21552
Regions Financial Corp
COM
7591EP100
318
14270
SH
SOLE
14270
0
0
Reliance Steel & Aluminum Co
COM
759509102
8257
45033
SH
SOLE
32198
0
12835
RenaissanceRe Holdings Ltd
COM
G7496G103
325
2052
SH
SOLE
2052
0
0
Republic Services Inc
COM
760759100
49251
371705
SH
SOLE
265133
0
106572
Robert Half Intl Inc
COM
770323103
36680
321245
SH
SOLE
224236
0
97009
Sabra Health Care REIT Inc
COM
78573L106
8858
594926
SH
SOLE
450693
0
144233
Salesforce Inc
COM
79466L302
350
1647
SH
SOLE
1647
0
0
Sandy Spring Bancorp Inc
COM
800363103
4552
101332
SH
SOLE
76994
0
24338
Schein Henry Inc
COM
806407102
36568
419407
SH
SOLE
291654
0
127753
Schlumberger Ltd
COM
806857108
5566
134748
SH
SOLE
134748
0
0
Science Applications Intl Corp
COM
808625107
17881
194004
SH
SOLE
149156
0
44848
Seagate Technology Hldngs PLC
COM
G7997R103
47557
529000
SH
SOLE
365414
0
163586
Sealed Air Corp
COM
81211K100
30698
458456
SH
SOLE
282840
0
175616
SeaWorld Entertainment Inc
COM
81282V100
234
3149
SH
SOLE
3149
0
0
Select Energy Svcs Inc Cl A
COM
81617J301
164
19168
SH
SOLE
19168
0
0
Service Corp Intl
COM
817565104
343
5205
SH
SOLE
5205
0
0
ServiceNow Inc
COM
81762P102
209
376
SH
SOLE
376
0
0
Servisfirst Bancshares Inc
COM
81768T108
2282
23949
SH
SOLE
18281
0
5668
Shell PLC Spon ADS
COM
780259305
23451
426928
SH
SOLE
292877
0
134051
Signature Bank
COM
82669G104
37215
126802
SH
SOLE
89261
0
37541
Siriuspoint Ltd
COM
G8192H106
92
12337
SH
SOLE
12337
0
0
Six Flags Entertainment Corp
COM
83001A102
217
4986
SH
SOLE
4986
0
0
Skyworks Solutions Inc
COM
83088M102
54180
406511
SH
SOLE
282244
0
124267
SLM Corp
COM
78442P106
46836
2550985
SH
SOLE
1700999
0
849986
Smith & Wesson Brands Inc
COM
831754106
244
16148
SH
SOLE
16148
0
0
Snap-on Inc
COM
833034101
15880
77284
SH
SOLE
53713
0
23571
Sonoco Products Co
COM
835495102
8262
132069
SH
SOLE
93585
0
38484
Southern First Bancshares Inc
COM
842873101
5114
100597
SH
SOLE
76113
0
24484
SP Plus Corp
COM
78469C103
6715
214117
SH
SOLE
165570
0
48547
Spx Corp
COM
784635104
17774
359729
SH
SOLE
275992
0
83737
STAG Industrial Inc
COM
85254J102
54629
1321136
SH
SOLE
929326
0
391810
Steel Dynamics Inc
COM
858119100
7569
90718
SH
SOLE
62868
0
27850
Stock Yards Bancorp Inc
COM
861025104
1760
33271
SH
SOLE
25245
0
8026
Synchrony Financial
COM
87165B103
29533
848402
SH
SOLE
586676
0
261726
Sysco Corp
COM
871829107
11048
135312
SH
SOLE
135312
0
0
T-Mobile US Inc
COM
872590104
18903
147275
SH
SOLE
102600
0
44675
Target Corp
COM
87612E106
33658
158601
SH
SOLE
109011
0
49590
TE Connectivity Ltd Reg
COM
H84989104
52965
404373
SH
SOLE
279043
0
125330
Tenet Healthcare Corp New
COM
88033G407
34152
397299
SH
SOLE
278554
0
118745
Teradata Corp
COM
88076W103
316
6421
SH
SOLE
6421
0
0
Tesla Inc
COM
88160R101
1014
941
SH
SOLE
941
0
0
Texas Instruments Inc
COM
882508104
75055
409062
SH
SOLE
310605
0
98457
The First of Long Island Corp
COM
320734106
1871
96121
SH
SOLE
73417
0
22704
The Goldman Sachs Group Inc
COM
38141G104
31012
93947
SH
SOLE
65598
0
28349
The Hanover Insurance Group In
COM
410867105
16172
108157
SH
SOLE
82155
0
26002
The Home Depot Inc
COM
437076102
567
1894
SH
SOLE
1894
0
0
The Timken Co
COM
887389104
15437
254309
SH
SOLE
176617
0
77692
The Western Union Co
COM
959802109
307
16364
SH
SOLE
16364
0
0
Thermo Fisher Scientific Inc
COM
883556102
423
716
SH
SOLE
716
0
0
Toll Brothers Inc
COM
889478103
36529
776878
SH
SOLE
540150
0
236728
TOTAL SE SPONSORED ADS
COM
89151E109
23848
471862
SH
SOLE
328264
0
143598
Tractor Supply Co
COM
892356106
37945
162596
SH
SOLE
113516
0
49080
TransDigm Group Inc
COM
893641100
16884
25914
SH
SOLE
15900
0
10014
Travel and Leisure Co
COM
894164102
39389
679831
SH
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416447
0
263384
Trinet Group Inc
COM
896288107
207
2103
SH
SOLE
2103
0
0
TriState Capital Holdings Inc
COM
89678F100
6621
199246
SH
SOLE
151910
0
47336
Triton Intl Ltd Cl A
COM
G9078F107
18672
266062
SH
SOLE
202585
0
63477
TTM Technologies Inc
COM
87305R109
8763
591274
SH
SOLE
449525
0
141749
Tyson Foods Inc
COM
902494103
33642
375343
SH
SOLE
259538
0
115805
Ufp Industries Inc
COM
90278Q108
6870
89033
SH
SOLE
61582
0
27451
UGI Corp
COM
902681105
20935
578006
SH
SOLE
356201
0
221805
Ulta Beauty Inc
COM
90384S303
38606
96946
SH
SOLE
66991
0
29955
Unilever PLC Sp ADR
COM
904767704
32430
711643
SH
SOLE
499366
0
212277
Union Pacific Corp
COM
907818108
9898
36230
SH
SOLE
36230
0
0
United Parcel Service Inc Cl B
COM
911312106
269
1256
SH
SOLE
1256
0
0
United Rentals Inc
COM
911363109
16122
45386
SH
SOLE
31836
0
13550
United States Steel Corp
COM
912909108
8767
232300
SH
SOLE
162981
0
69319
United Therapeutics Corp
COM
91307C102
31875
177663
SH
SOLE
123080
0
54583
UnitedHealth Group Inc
COM
91324P102
8674
17008
SH
SOLE
17008
0
0
Univar Inc
COM
91336L107
24162
751765
SH
SOLE
542700
0
209065
Universal Health Services Inc
COM
913903100
37100
255951
SH
SOLE
156306
0
99645
Unum Group
COM
91529Y106
311
9872
SH
SOLE
9872
0
0
Upland Software In
COM
91544A109
6299
357689
SH
SOLE
272518
0
85171
US Foods Holding Corp
COM
912008109
42182
1120972
SH
SOLE
692753
0
428219
Valvoline Inc
COM
92047W101
7952
251954
SH
SOLE
173906
0
78048
Vanda Pharmaceuticals Inc
COM
921659108
117
10304
SH
SOLE
10304
0
0
Veritex Holdings Inc
COM
923451108
7426
194561
SH
SOLE
146789
0
47772
Verizon Communications Inc
COM
92343V104
330
6486
SH
SOLE
6486
0
0
Visa Inc
COM
92826C839
627
2829
SH
SOLE
2829
0
0
Vistra Energy Corp
COM
92840M102
18685
803667
SH
SOLE
561014
0
242653
Voya Financial Inc
COM
929089100
32357
487664
SH
SOLE
338125
0
149539
Walmart Inc
COM
931142103
392
2630
SH
SOLE
2630
0
0
Waste Management Inc
COM
94106L109
12905
81420
SH
SOLE
81420
0
0
Wells Fargo & Co
COM
949746101
321
6622
SH
SOLE
6622
0
0
WESCO Intl Inc
COM
95082P105
595
4574
SH
SOLE
4574
0
0
Westlake Corporation
COM
960413102
8165
66169
SH
SOLE
47433
0
18736
WestRock Co
COM
96145D105
640
13602
SH
SOLE
13602
0
0
Whirlpool Corp
COM
963320106
375
2169
SH
SOLE
2169
0
0
Williams-Sonoma Inc
COM
969904101
36154
249339
SH
SOLE
173347
0
75992
WSFS Financial Corp
COM
929328102
2535
54373
SH
SOLE
40523
0
13850
Xerox Corp
COM
98421M106
388
19245
SH
SOLE
19245
0
0
Zebra Technologies Corp
COM
989207105
52541
127002
SH
SOLE
87907
0
39095
Zimmer Biomet Holdings Inc
COM
98956P102
49731
388825
SH
SOLE
274502
0
114323
Zions Bancorporation
COM
989701107
307
4679
SH
SOLE
4679
0
0