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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
Abbott Laboratories(ABT)COM002824100$3443,9600.0%
Urban Outfitters, Inc.(URBN)COM917047102$34612,4550.0%
Popular, Inc.(BPOP)COM NEW733174700$3465,8940.0%
Bristol-Myers Squibb Company(BMY)COM110122108$3475,4040.0%
ServiceMaster Global Holdings, Inc.COM81761R109$3489,0020.0%
Medtronic Plc(MDT)SHSG5960L103$3483,0640.0%
Universal Stainless & Alloy Products, Inc.COM913837100$35423,7720.0%
Amdocs Limited(DOX)SHSG02602103$3574,9440.0%
Commerce Bancshares, Inc.(CBSH)COM200525103$3575,2600.0%
FactSet Research Systems Inc.(FDS)COM303075105$3581,3330.0%
Euronet Worldwide, Inc.(EEFT)COM298736109$3602,2820.0%
Etrade Financial Corporation(ETRA)COM NEW269246401$3648,0180.0%
Marlin Business Services Corp.COM571157106$36816,7630.0%
Applied Industrial Technologies, Inc.(AIT)COM03820C105$3845,7590.0%
Hillenbrand, Inc.(9HI)COM431571108$38811,6470.0%
ManTech International Corporation Class ACOM564563104$3914,9000.0%
Delta Apparel, Inc.(DLAPQ)COM247368103$39612,7450.0%
Jack Henry & Associates, Inc.(JKHY)COM426281101$4002,7470.0%
Foot Locker, Inc.(WOO)COM344849104$40310,3270.0%
Black Knight, Inc.(BKIEUR)CL A09215C105$4126,3890.0%
Northrim BanCorp, Inc.(NRIM)COM666762109$41610,8710.0%
Entravision Communications Corporation Class A(EVC)CL A29382R107$418159,5770.0%
Wells Fargo & Company(WFC)COM949746101$4207,8040.0%
PepsiCo, Inc.(PEP)COM713448108$4223,0880.0%
Watts Water Technologies, Inc. Class A(WTS)COM942749102$4244,2490.0%
The Container Store Group, Inc.(TCSUSD)COM210751103$425100,7270.0%
CenturyLink, Inc.(CTLEUR)COM156700106$42832,3800.0%
People's United Financial, Inc.(PBCTEUR)COM712704105$43025,4410.0%
Clipper Realty, Inc.(CLPR)COM18885T306$43240,7600.0%
First Business Financial Services, Inc.(FBIZ)COM319390100$43416,4850.0%
Points International Ltd.COM730843208$43628,5570.0%
Citrix Systems, Inc.(CTXSEUR)COM177376100$4423,9890.0%
Huntington Bancshares Incorporated(HBAN)COM446150104$44729,6290.0%
Zions Bancorporation, N.A.(ZION)COM989701107$4488,6350.0%
W.W. Grainger, Inc.(GWW)COM384802104$4501,3280.0%
Graham Corporation(GHM)COM384556106$45220,6580.0%
L Brands, Inc.COM501797104$45425,0430.0%
Wesco International, Inc.(WCC)COM95082P105$4657,8290.0%
VeriSign, Inc.(VRSN)COM92343E102$4712,4460.0%
Regal Beloit Corp(RRX)COM758750103$4725,5180.0%
Leidos Holdings, Inc.(LDOS)COM525327102$4824,9240.0%
Heritage Insurance Holdings, Inc.(HRTG)COM42727J102$48836,8420.0%
Atlantic Power Corporation(AT)COM NEW04878Q863$493211,4660.0%
Southern Missouri Bancorp, Inc.(SMBC)COM843380106$49812,9850.0%
Home Depot, Inc.(HD)COM437076102$4992,2850.0%
Merck & Co., Inc.(MRK)COM58933Y105$5025,5210.0%
Riverview Bancorp, Inc.(RVSB)COM769397100$50261,1500.0%
Tessco Technologies IncorporatedCOM872386107$50244,7020.0%
Comcast Corporation Class A(CMCSA)CL A20030N101$50511,2310.0%
Tetra Tech, Inc.(TTEK)COM88162G103$5135,9510.0%
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