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Wedge Capital Management L L P

Q4 2019 Holdings

Filed 2020-01-15 | 560 holdings | $764.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Gulfport Energy CorporationCOM402635304$7524,6260.0%
Laredo Petroleum, Inc.COM516806106$8429,2090.0%
Houghton Mifflin Harcourt CompanyCOM44157R109$10717,1410.0%
Ford Motor Company(F)COM PAR $0.01345370860$10911,6890.0%
WideOpenWest, Inc.(WOW)COM96758W101$11215,0590.0%
BrightSphere Investment Group, Inc.(AAMI)COM10948W103$11210,9890.0%
Tailored Brands, Inc.COM87403A107$12429,9650.0%
Southwestern Energy Company(SWN1EUR)COM845467109$12652,2220.0%
Tupperware Brands Corporation(TUP)COM899896104$12714,7750.0%
TiVo Corp.COM88870P106$13015,3640.0%
Gogo Inc.(GOGO)COM38046C109$13420,9420.0%
TransGlobe Energy CorporationCOM893662106$13597,8480.0%
Select Energy Services, Inc. Class A(WTTR)CL A COM81617J301$15716,9490.0%
FutureFuel Corp.(FF)COM36116M106$16012,8750.0%
Third Point Reinsurance Ltd.COMG8827U100$16015,2120.0%
Barnes & Noble Education, Inc.(BNEDUSD)COM06777U101$16338,1010.0%
Marine Products Corporation(MPX)COM568427108$16511,4380.0%
GameStop Corp. Class A(GME)CL A36467W109$16827,6170.0%
NexTier Oilfield Solutions, Inc.(9KG)COM65290C105$17325,8350.0%
Profire Energy, Inc.COM74316X101$196135,3120.0%
Pro-Dex, Inc.(PDEX)COM NEW74265M205$20111,4580.0%
National General Holdings Corp.COM636220303$2039,1860.0%
Dawson Geophysical Company(DWSN)COM239360100$20585,2460.0%
Laureate Education, Inc. Class A(LAUR)CL A518613203$20711,7400.0%
Walt Disney Company(DIS)COM DISNEY254687106$2081,4370.0%
Nabors Industries Ltd.(NBR)COMG6359F103$20972,5470.0%
Booking Holdings Inc.(BKNG)COM09857L108$2091020.0%
Abercrombie & Fitch Co. Class A(ANF)CL A002896207$21012,1320.0%
Powell Industries, Inc.(POWL)COM739128106$2104,2850.0%
Boise Cascade Co.(BCC)COM09739D100$2135,8180.0%
Deluxe Corporation(DLX)COM248019101$2184,3620.0%
Teradata Corporation(TDC)COM88076W103$2198,1930.0%
CoreLogic, Inc.(CLGX)COM21871D103$2205,0280.0%
Dillard's, Inc. Class A(DDS)CL A254067101$2243,0460.0%
Mastercard Incorporated Class A(MA)CL A57636Q104$2257550.0%
Signet Jewelers Limited(SIG)COMG81276100$22510,3660.0%
Sleep Number Corporation(SNBR)COM83125X103$2264,5820.0%
Caterpillar Inc.(CAT)COM149123101$2271,5370.0%
Oceaneering International, Inc.(OII)COM675232102$23015,4470.0%
TransAct Technologies Incorporated(TACT)COM892918103$23121,0540.0%
Evercore Inc Class A(EVR)CLASS A29977A105$2363,1580.0%
Territorial Bancorp Inc.COM88145X108$2367,6310.0%
Bank of Hawaii Corporation(BOH)COM062540109$2362,4810.0%
ArcBest Corporation(ARCB)COM03937C105$2378,5990.0%
P.A.M. Transportation Services, Inc.(PAMT)COM693149106$2384,1230.0%
Investors Bancorp IncCOM46146L101$24020,1080.0%
Lazard Ltd Class A(LAZ)COMG54050102$2416,0270.0%
Columbus McKinnon Corporation(CMCO)COM199333105$2426,0440.0%
Qualcomm Incorporated(QCOM)COM747525103$2432,7580.0%
Danaher Corporation(DHR)COM235851102$2441,5930.0%
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