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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
Utah Medical Products, Inc.(UTMD)COM917488108$5416,4180.0%
Natural Grocers by Vitamin Cottage, Inc.(NGVC)COM63888U108$55040,0440.0%
Everest Re Group, Ltd.(EG)COMG3223R108$5602,3930.0%
Vistra Corp.(VST)COM92840M102$56128,5410.0%
Bel Fuse Inc. Class B(BELFB)CL B077347300$56537,5840.0%
PayPal Holdings Inc(PYPL)COM70450Y103$5792,4740.0%
Quest Diagnostics Incorporated(DGX)COM74834L100$5794,8550.0%
Comcast Corporation Class A(CMCSA)CL A20030N101$58011,0670.0%
Plymouth Industrial REIT, Inc.(PLYM)COM729640102$58238,7770.0%
Molina Healthcare, Inc.(MOH)COM60855R100$5912,7810.0%
Watts Water Technologies, Inc. Class A(WTS)COM942749102$5924,8630.0%
eGain Corporation(EGAN)COM NEW28225C806$59450,2700.0%
LSI Industries Inc.(LYTS)COM50216C108$59669,6630.0%
Genasys, Inc.(GNSS)COM36872P103$60292,2910.0%
Harvard Bioscience, Inc.(HBIO)COM416906105$610142,2800.0%
Home Depot, Inc.(HD)COM437076102$6182,3270.0%
Covenant Logistics Group, Inc. Class A(CVLG)CL A22284P105$61941,8010.0%
Tesla Inc(TSLA)COM88160R101$6228820.0%
Jack Henry & Associates, Inc.(JKHY)COM426281101$6293,8810.0%
Hanesbrands Inc.(HN9)COM410345102$63143,2590.0%
CatchMark Timber Trust, Inc. Class A(CTT1USD)CL A14912Y202$63968,2690.0%
Amalgamated Bank(AMALEUR)COM022663108$65047,3330.0%
Hackett Group, Inc.(HCKT)COM404609109$65145,2180.0%
Mastercard Incorporated Class A(MA)CL A57636Q104$6521,8260.0%
Superior Group of Companies, Inc.(SGC)COM868358102$66928,8010.0%
DSP Group, Inc.(DSPGEUR)COM23332B106$67140,4350.0%
Citrix Systems, Inc.(CTXSEUR)COM177376100$7015,3920.0%
Unifi, Inc.(UFI)COM NEW904677200$70139,5260.0%
Metropolitan Bank Holding Corp.(MCB)COM591774104$71919,8150.0%
Regal Beloit Corp(RRX)COM758750103$7215,8710.0%
Procter & Gamble Company(PG)COM742718109$7225,1900.0%
American Software, Inc. Class A(AMSWAUSD)CL A029683109$72342,1230.0%
LifeVantage Corporation(LFVN)COM NEW53222K205$73478,7180.0%
Northwest Pipe Company(NWPX)COM667746101$74626,3450.0%
Mistras Group, Inc.(MG)COM60649T107$74796,2060.0%
Farmers National Banc Corp.(FMNB)COM309627107$74856,3630.0%
Visa Inc. Class A(V)COM92826C839$7493,4250.0%
JPMorgan Chase & Co.(JPM)COM46625H100$7605,9830.0%
Landstar System, Inc.(LSTR)COM515098101$7645,6720.0%
Peapack-Gladstone Financial Corporation(PGC)COM704699107$79034,7030.0%
Northrim BanCorp, Inc.(NRIM)COM666762109$80023,5550.0%
Haverty Furniture Companies, Inc.(HVT)COM419596101$81829,5470.0%
Insteel Industries, Inc.(IIIN)COM45774W108$84137,7830.0%
Radiant Logistics, Inc.(RLGT)COM75025X100$847145,9770.0%
Wabash National Corporation(WNC)COM929566107$85049,3130.0%
Shoe Carnival, Inc.(SCVL)COM824889109$85421,8080.0%
Bonanza Creek Energy IncCOM NEW097793400$85444,1980.0%
Sierra Bancorp(BSRR)COM82620P102$86035,9490.0%
Exterran Corp.(EXTNUSD)COM30227H106$864195,4340.0%
Heritage Insurance Holdings, Inc.(HRTG)COM42727J102$86785,5700.0%
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