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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
Danaher Corporation(DHR)COM235851102$2441,5930.0%
Starbucks Corporation(SBUX)COM855244109$2452,7850.0%
Linde plc(LIN)COMG5494J103$2461,1540.0%
Minerals Technologies Inc.(MTX)COM603158106$2494,3150.0%
Synaptics Incorporated(SYNA)COM87157D109$2523,8300.0%
General Electric CompanyCOM369604103$25322,7030.0%
Meridian Bioscience, Inc.(MR4)COM589584101$25926,5200.0%
Associated Banc-Corp(ASB)COM045487105$25911,7660.0%
International Business Machines Corporation(IBM)COM459200101$2611,9500.0%
TRI Pointe Group Inc(TPH)COM87265H109$26216,8000.0%
3M Company(MMM)COM88579Y101$2631,4890.0%
Meritage Homes Corporation(MTH)COM59001A102$2684,3840.0%
Nuance Communications, Inc.COM67020Y100$26915,0880.0%
Enstar Group LimitedSHSG3075P101$2691,3010.0%
Broadcom Inc.(AVGO)COM11135F101$2698510.0%
BOK Financial Corporation(BOKF)COM NEW05561Q201$2713,0950.0%
HollyFrontier Corporation(HFCUSD)COM436106108$2735,3820.0%
Eli Lilly and Company(LLY)COM532457108$2762,1030.0%
CyberOptics Corporation(CYBE1EUR)COM232517102$27615,0090.0%
Manhattan Associates, Inc.(MANH)COM562750109$2793,5010.0%
PayPal Holdings Inc(PYPL)COM70450Y103$2812,5950.0%
Six Flags Entertainment Corporation(SIXEUR)COM83001A102$2826,2540.0%
Patterson-Uti Energy, Inc.(PTEN)COM703481101$28427,0700.0%
Open Text Corporation(OTEX)COM683715106$2886,5250.0%
Unity Bancorp, Inc.(UNTY)COM913290102$28812,7510.0%
HD Supply Holdings, Inc.COM40416M105$2897,1790.0%
Capital City Bank Group, Inc.(CCBG)COM139674105$2909,5170.0%
First Savings Financial Group, Inc.(FSFG)COM33621E109$2934,3680.0%
Devon Energy Corporation(DVN)COM25179M103$29811,4780.0%
O-I Glass Inc(OI)COM67098H104$30225,3300.0%
Domtar Corporation(UFS)COM NEW257559203$3027,9090.0%
Thermo Fisher Scientific Inc.(TMO)COM883556102$3059400.0%
Honeywell International Inc.(HON)COM438516106$3111,7550.0%
Harvard Bioscience, Inc.(HBIO)COM416906105$311101,8190.0%
Union Pacific Corporation(UNP)COM907818108$3181,7610.0%
RadNet, Inc.(RDNT)COM750491102$32315,9100.0%
ICF International, Inc.(ICFI)COM44925C103$3253,5470.0%
Eagle Pharmaceuticals, Inc.(EGRX)COM269796108$3255,4080.0%
Jefferies Financial Group Inc.(JEF)COM47233W109$32615,2420.0%
Opiant Pharmaceuticals, Inc.COM683750103$32722,6970.0%
Haynes International, Inc.(HAYNUSD)COM NEW420877201$3279,1520.0%
Sotherly Hotels Inc.(SOHO)COM83600C103$32748,2950.0%
CRH Medical Corporation(CRHEUR)COM12626F105$32894,6210.0%
Etsy, Inc.(ETSY)COM29786A106$3297,4280.0%
Radian Group Inc.(RDN)COM750236101$33013,1110.0%
Atkore International Group Inc.(ATKR)COM047649108$3348,2450.0%
Nasdaq, Inc.(NDAQ)COM631103108$3343,1150.0%
L. B. Foster Company(FSTR)COM350060109$33517,2720.0%
Avnet, Inc.(AVT)COM053807103$3397,9790.0%
Enanta Pharmaceuticals, Inc.(ENTA)COM29251M106$3415,5220.0%
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