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Wedge Capital Management L L P

Q4 2020 Holdings

Filed 2021-01-08 | 563 holdings | $812.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Bank of Hawaii Corporation(BOH)COM062540109$2333,0380.0%
Walt Disney Company(DIS)COM DISNEY254687106$2371,3100.0%
Tupperware Brands Corporation(TUP)COM899896104$2387,3390.0%
NetScout Systems, Inc.(NTCT)COM64115T104$2388,6620.0%
First Business Financial Services, Inc.(FBIZ)COM319390100$23812,9290.0%
Umpqua Holdings Corporation(UMPQUSD)COM904214103$24015,8830.0%
Shutterstock, Inc.(SSTK)COM825690100$2433,3890.0%
Hain Celestial Group, Inc.(HAIN)COM405217100$2446,0650.0%
Flowers Foods, Inc.(FLO)COM343498101$24410,7720.0%
Integer Holdings Corporation(ITGR)COM45826H109$2473,0460.0%
Select Medical Holdings Corporation(SEM)COM81619Q105$2488,9760.0%
General Electric CompanyCOM369604103$24822,9310.0%
Avis Budget Group, Inc.(CAR)COM053774105$2486,6390.0%
At Home Group, Inc.(HOME)COM04650Y100$25016,1620.0%
ODP Corporation(ODP1)COM88337F105$2548,6730.0%
Evolution Petroleum Corporation(EPM)COM30049A107$25489,1650.0%
International Business Machines Corporation(IBM)COM459200101$2552,0290.0%
3M Company(MMM)COM88579Y101$2551,4610.0%
Ensign Group, Inc.(ENSG)COM29358P101$2583,5330.0%
Sleep Number Corporation(SNBR)COM83125X103$2583,1510.0%
Benchmark Electronics, Inc.(BHE)COM08160H101$2599,6020.0%
Mednax, Inc.(MD)COM58502B106$26210,6580.0%
ManTech International Corporation Class ACL A564563104$2703,0370.0%
Black Hills Corporation(BKH)COM092113109$2714,4040.0%
Trecora ResourcesCOM894648104$27639,4520.0%
Transcat, Inc.(TRNS)COM893529107$2818,0970.0%
TRI Pointe Group Inc(TPH)COM87265H109$28316,4190.0%
Sanmina Corporation(SANM)COM801056102$2858,9410.0%
Perspecta, Inc.(PRSP)COM715347100$28711,9370.0%
Rent-A-Center Inc(UPBD)COM76009N100$2907,5860.0%
Sportsman's Warehouse Holdings, Inc.(SPWH)COM84920Y106$29216,6100.0%
Janus Henderson Group PLCORD SHSG4474Y214$2928,9960.0%
Dillard's, Inc. Class A(DDS)CL A254067101$2924,6330.0%
Electromed, Inc.(ELMD)COM285409108$29830,4160.0%
Stamps.com Inc.(STMP)COM NEW852857200$3001,5270.0%
Popular, Inc.(BPOP)COM NEW733174700$3005,3250.0%
Jefferies Financial Group Inc.(JEF)COM47233W109$30312,3000.0%
Herbalife Nutrition Ltd.(HLF)COM USD SHSG4412G101$3036,3080.0%
Qumu CorporationCOM749063103$30437,9870.0%
Owens & Minor, Inc.(ACH)COM690732102$30511,2850.0%
Powell Industries, Inc.(POWL)COM739128106$30710,4070.0%
Rocky Brands, Inc.(RCKY)COM774515100$31511,2380.0%
Columbus McKinnon Corporation(CMCO)COM199333105$3158,1970.0%
Pctel IncCOM69325Q105$32249,0860.0%
Central Valley Community Bancorp(CVCYUSD)COM155685100$33022,1810.0%
Meritage Homes Corporation(MTH)COM59001A102$3334,0190.0%
Commerce Bancshares, Inc.(CBSH)COM200525103$3345,0820.0%
Terminix Global Holdings IncCOM88087E100$3386,6350.0%
Renewable Energy Group, Inc.COM NEW75972A301$3464,8900.0%
Danaher Corporation(DHR)COM235851102$3471,5640.0%
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