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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
Tetra Tech, Inc.(TTEK)COM88162G103$5135,9510.0%
Transcat, Inc.(TRNS)COM893529107$51616,1880.0%
Mednax, Inc.(MD)COM58502B106$51918,6930.0%
Reinsurance Group of America, Incorporated(RGA)COM NEW759351604$5243,2160.0%
Civista Bancshares, Inc.(CIVB)COM NO PAR178867107$52821,9950.0%
Alcoa Corp.(AA)COM013872106$53124,6660.0%
AT&T Inc.(T)COM00206R102$53313,6270.0%
Arch Capital Group Ltd.(ACGL)ORDG0450A105$54812,7820.0%
PNM Resources, Inc.(TXNM)COM69349H107$55410,9180.0%
Emcor Group, Inc.(EME)COM29084Q100$5546,4170.0%
Trecora ResourcesCOM894648104$56078,3770.0%
Steel Dynamics, Inc.(STLD)COM858119100$56916,7100.0%
Rocky Brands, Inc.(RCKY)COM774515100$58519,8940.0%
Pctel, Inc.COM69325Q105$59269,9330.0%
Evolution Petroleum Corporation(EPM)COM30049A107$605110,6350.0%
Landstar System, Inc.(LSTR)COM515098101$6075,3330.0%
Macatawa Bank CorporationCOM554225102$62355,9420.0%
PVH Corp.(PVH)COM693656100$6255,9420.0%
Procter & Gamble Company(PG)COM742718109$6425,1390.0%
American Software, Inc. Class A(AMSWAUSD)CL A029683109$64443,2840.0%
Facebook, Inc. Class A(META)COM30303M102$6443,1370.0%
Western Digital Corporation(WDC)COM958102105$65010,2460.0%
Visa Inc. Class A(V)COM92826C839$6553,4870.0%
SeaSpine Holdings Corp.(SPNEUSD)COM81255T108$68056,6000.0%
Lawson Products, Inc.(DSGR)COM520776105$68313,1110.0%
Turning Point Brands Inc(TPB)COM90041L105$69024,1320.0%
Bel Fuse Inc. Class B(BELFB)CL B077347300$69834,0570.0%
Elevate Credit, Inc.(ELVTUSD)COM28621V101$705158,4270.0%
Semler Scientific, Inc.(SMLR)COM81684M104$72215,0370.0%
Universal Logistics Holdings, Inc.(ULH)COM91388P105$73338,6850.0%
Farmers National Banc Corp.(FMNB)COM309627107$73945,2910.0%
Monarch Casino & Resort, Inc.(MCRI)COM609027107$76115,6800.0%
FedNat Holding Company(FNHCUSD)COM31431B109$77146,3550.0%
DSP Group, Inc.(DSPGEUR)COM23332B106$77649,2920.0%
MidWestOne Financial Group, Inc.(MOFG)COM598511103$81422,4630.0%
UFP Technologies, Inc.(UFPT)COM902673102$83516,8370.0%
First Community Bankshares Inc(FCBC)COM31983A103$83626,9370.0%
Omnova Solutions Inc.COM682129101$84983,9720.0%
Independent Bank Corporation(IBCP)COM453838609$85437,7050.0%
Radiant Logistics, Inc.(RLGT)COM75025X100$859154,2880.0%
Cutera, Inc.(CUTREUR)COM232109108$89625,0200.0%
Digi International Inc.(DGII)COM253798102$91951,8430.0%
Covenant Transportation Group, Inc. Class A(CVLG)CL A22284P105$92071,1780.0%
Vishay Precision Group, Inc.(VPG)COM92835K103$92027,0680.0%
CNB Financial Corporation(CCNE)COM126128107$92628,3350.0%
SunOpta Inc.(STKL)COM8676EP108$929371,7940.0%
North American Construction Group Ltd.(NOA)COM656811106$98080,8410.0%
Veru Inc(VERUEUR)COM92536C103$986294,2070.0%
Quest Diagnostics Incorporated(DGX)COM74834L100$9889,2500.0%
Heritage-Crystal Clean, Inc.(HCCIUSD)COM42726M106$99231,6130.0%
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