Holdings of WEDGE CAPITAL MANAGEMENT L L P/NC
482 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 12.6 % of the equity sleeve
Sector breakdown
- Technology 18.4 %
- Financials 7.9 %
- Health care 7.6 %
- Industrials 7.5 %
- Consumer discretionary 5.6 %
- Communication 2.6 %
- Energy 2.4 %
- Utilities 2.0 %
- Materials 1.3 %
- Consumer staples 0.9 %
- Real estate 0.1 %
- Unattributed 43.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.4 %
- GB 0.6 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 479 | 4.8B $ | 99.38 % |
| 2 | GB | 3 | 29.8M $ | 0.62 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | NRG Energy Inc | 104,046 | 15.2M $ | |
| 102 | Dover Corp | 70,487 | 14.7M $ | |
| 103 | Matson Inc | 89,264 | 14.6M $ | |
| 104 | Halliburton Co | 374,352 | 14.6M $ | |
| 105 | California Resources Corp | 210,652 | 14.6M $ | |
| 106 | Mueller Industries Inc | 127,046 | 14.1M $ | |
| 107 | Devon Energy Corp | 276,351 | 13.9M $ | |
| 108 | BP PLC | 295,537 | 13.9M $ | |
| 109 | Shell PLC | 149,243 | 13.9M $ | |
| 110 | Lear Corp | 112,660 | 13.6M $ | |
| 111 | ADT Inc | 2,069,795 | 13.6M $ | |
| 112 | CF Industries Holdings Inc | 103,265 | 13.4M $ | |
| 113 | Baker Hughes Co | 214,209 | 13.1M $ | |
| 114 | NOV Inc | 669,114 | 12.6M $ | |
| 115 | CSX Corp | 299,410 | 12.3M $ | |
| 116 | Ryder System Inc | 58,987 | 12.1M $ | |
| 117 | EMCOR Group Inc | 15,754 | 11.6M $ | |
| 118 | Genuine Parts Co | 109,191 | 11.5M $ | |
| 119 | Cummins Inc | 21,458 | 11.5M $ | |
| 120 | Parker-Hannifin Corp | 12,653 | 11.3M $ | |
| 121 | Oshkosh Corp | 76,946 | 11.3M $ | |
| 122 | United Parcel Service Inc | 115,026 | 11.3M $ | |
| 123 | BorgWarner Inc | 207,922 | 11.3M $ | |
| 124 | Eastman Chemical Co | 146,124 | 11.2M $ | |
| 125 | Snap-on Inc | 30,541 | 11.1M $ | |
| 126 | Acuity Inc | 39,466 | 11.1M $ | |
| 127 | AGCO Corp | 93,528 | 10.8M $ | |
| 128 | Jacobs Solutions Inc | 84,657 | 10.8M $ | |
| 129 | Autoliv Inc | 101,289 | 10.7M $ | |
| 130 | Owens Corning | 98,313 | 10.6M $ | |
| 131 | Core & Main Inc | 214,157 | 10.6M $ | |
| 132 | Vontier Corp | 297,652 | 10.6M $ | |
| 133 | Emerson Electric Co. | 80,222 | 10.5M $ | |
| 134 | Masco Corp | 173,492 | 10.5M $ | |
| 135 | 3M Co | 71,861 | 10.4M $ | |
| 136 | Middleby Corp/The | 78,520 | 10.4M $ | |
| 137 | United Rentals Inc | 14,217 | 10.4M $ | |
| 138 | TopBuild Corp | 29,442 | 10.3M $ | |
| 139 | Sonoco Products Co | 191,055 | 10.3M $ | |
| 140 | Mosaic Co/The | 396,460 | 10.1M $ | |
| 141 | MasTec Inc | 30,569 | 9.8M $ | |
| 142 | Commercial Metals Co | 157,519 | 9.7M $ | |
| 143 | CH Robinson Worldwide Inc | 49,914 | 8.3M $ | |
| 144 | STAG Industrial Inc | 229,795 | 8.3M $ | |
| 145 | WESCO International Inc | 28,792 | 7.9M $ | |
| 146 | Regal Rexnord Corp | 41,987 | 7.9M $ | |
| 147 | NVR Inc | 1,175 | 7.7M $ | |
| 148 | Universal Health Services Inc | 42,801 | 7.7M $ | |
| 149 | Ingredion Inc | 65,615 | 7.4M $ | |
| 150 | Nucor Corp | 42,629 | 7.2M $ | |
| 151 | Steel Dynamics Inc | 40,030 | 7.2M $ | |
| 152 | Science Applications International Corp | 74,984 | 7.1M $ | |
| 153 | UFP Industries Inc | 76,939 | 7.1M $ | |
| 154 | Reliance Inc | 23,090 | 7M $ | |
| 155 | Packaging Corp of America | 32,945 | 7M $ | |
| 156 | Builders FirstSource Inc | 84,209 | 6.9M $ | |
| 157 | AECOM | 81,548 | 6.9M $ | |
| 158 | NVIDIA Corp | 37,374 | 6.5M $ | |
| 159 | Skyworks Solutions Inc | 121,214 | 6.5M $ | |
| 160 | Apple Inc | 25,466 | 6.5M $ | |
| 161 | Louisiana-Pacific Corp | 88,758 | 6.5M $ | |
| 162 | Gartner Inc | 40,420 | 6.4M $ | |
| 163 | Berkshire Hathaway Inc | 13,281 | 6.4M $ | |
| 164 | Covista Inc | 54,975 | 6.3M $ | |
| 165 | Korn Ferry | 98,969 | 6.2M $ | |
| 166 | Applied Industrial Technologies Inc | 22,566 | 6M $ | |
| 167 | NMI Holdings Inc | 158,573 | 5.9M $ | |
| 168 | American Tower Corp | 34,328 | 5.9M $ | |
| 169 | Thermo Fisher Scientific Inc | 12,021 | 5.9M $ | |
| 170 | Markel Group Inc | 3,081 | 5.9M $ | |
| 171 | Patterson-UTI Energy Inc | 510,293 | 5.5M $ | |
| 172 | NiSource Inc | 115,829 | 5.4M $ | |
| 173 | McGrath RentCorp | 47,091 | 5.2M $ | |
| 174 | Brinker International Inc | 35,766 | 5.1M $ | |
| 175 | CarMax Inc | 119,255 | 5M $ | |
| 176 | Gen Digital Inc | 262,258 | 4.9M $ | |
| 177 | Cigna Group/The | 18,007 | 4.8M $ | |
| 178 | Ingevity Corp | 66,883 | 4.8M $ | |
| 179 | Prosperity Bancshares Inc | 70,789 | 4.8M $ | |
| 180 | Landstar System Inc | 29,448 | 4.7M $ | |
| 181 | Chesapeake Utilities Corp | 36,997 | 4.7M $ | |
| 182 | Deere & Co | 8,204 | 4.6M $ | |
| 183 | Northwestern Energy Group Inc | 70,033 | 4.6M $ | |
| 184 | PROG Holdings Inc | 160,430 | 4.6M $ | |
| 185 | PVH Corp | 63,923 | 4.5M $ | |
| 186 | J M Smucker Co/The | 45,744 | 4.4M $ | |
| 187 | OneMain Holdings Inc | 82,247 | 4.4M $ | |
| 188 | FedEx Corp | 12,337 | 4.4M $ | |
| 189 | Amentum Holdings Inc | 164,666 | 4.3M $ | |
| 190 | Plexus Corp | 21,070 | 4.3M $ | |
| 191 | Sabra Health Care REIT Inc | 218,004 | 4.2M $ | |
| 192 | UMB Financial Corp | 37,062 | 4.2M $ | |
| 193 | Target Corp | 33,838 | 4.1M $ | |
| 194 | Option Care Health Inc | 151,401 | 4.1M $ | |
| 195 | Select Water Solutions Inc | 266,217 | 4.1M $ | |
| 196 | Littelfuse Inc | 11,964 | 4.1M $ | |
| 197 | Fortive Corp | 73,369 | 4.1M $ | |
| 198 | Worthington Enterprises Inc | 77,755 | 4.1M $ | |
| 199 | KBR Inc | 109,880 | 4.1M $ | |
| 200 | Hanover Insurance Group Inc/The | 23,348 | 4M $ |