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Wedge Capital Management L L P

Q4 2021 Holdings

Filed 2022-01-24 | 413 holdings | $676.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
LyondellBasell Industries NV(LYB)SHS - A -N53745100$8.7K94,3520.0%
Celanese Corporation(CE)COM SER A150870103$8.7K51,8940.0%
OceanFirst Financial Corp.(OCFC)COM675234108$8.7K393,0620.0%
MSA Safety, Inc.(MSA)COM553498106$8.8K58,3140.0%
Packaging Corporation of America(PKG)COM695156109$8.8K64,9310.0%
Envista Holdings Corp.(NVST)COM29415F104$8.8K196,3620.0%
Archer-Daniels-Midland Company(ADM)COM039483102$8.9K131,9490.0%
Nucor Corporation(NUE)COM670346105$8.9K78,3280.0%
Westlake Chemical Corporation(WLK)COM960413102$9.0K92,2020.0%
Moog Inc. Class A(MOG/A)CL A615394202$9.0K110,8060.0%
Belden Inc.(BDC)COM077454106$9.0K136,8590.0%
Huntsman Corporation(HUN)COM447011107$9.0K258,8970.0%
Reliance Steel & Aluminum Co.(RS)COM759509102$9.0K55,7450.0%
Valvoline, Inc.(VVV)COM92047W101$9.1K242,9530.0%
Berry Global Group Inc(BERYEUR)COM08579W103$9.1K123,3780.0%
Univar Solutions Inc.(UNVREUR)COM91336L107$9.1K322,3120.0%
FedEx Corporation(FDX)COM31428X106$9.2K35,4460.0%
Installed Building Products, Inc.(IBP)COM45780R101$9.2K65,9620.0%
TTM Technologies, Inc.(TTMI)COM87305R109$9.2K618,9940.0%
Oxford Industries, Inc.(OXM)COM691497309$9.4K92,5720.0%
Quanex Building Products Corporation(NX)COM747619104$9.6K387,2340.0%
LivaNova Plc(LIVN)SHSG5509L101$9.8K111,9310.0%
KBR, Inc.(KBR)COM48242W106$9.8K205,5210.0%
Metropolitan Bank Holding Corp.(MCB)COM591774104$9.9K92,4590.0%
Southern First Bancshares, Inc.(SFST)COM842873101$10.2K162,5240.0%
QCR Holdings, Inc.(QCRH)COM74727A104$10.4K186,3140.0%
CDK Global, Inc.(CDK)COM12508E101$10.5K251,5330.0%
Bloomin' Brands, Inc.(BLMN)COM094235108$10.6K503,3260.0%
Union Pacific Corporation(UNP)COM907818108$10.7K42,2920.0%
Insight Enterprises, Inc.(NSIT)COM45765U103$10.9K102,4800.0%
Prestige Consumer Healthcare Inc(PBH)COM74112D101$11.0K180,6700.0%
TreeHouse Foods, Inc.(THS)COM89469A104$11.9K294,4920.0%
Beacon Roofing Supply, Inc.(BECNUSD)COM073685109$12.2K212,0130.0%
Equinix, Inc.(EQIX)COM PAR $0.00129444U700$12.2K14,4350.0%
Hayward Holdings, Inc.(HAYW)COM421298100$12.4K474,5770.0%
Sysco Corporation(SYY)COM871829107$12.8K163,4050.0%
NorthWestern Corporation(NWE)COM NEW668074305$13.0K227,6490.0%
Johnson Controls International plc(JCI)SHSG51502105$13.4K164,4250.0%
Waste Management, Inc.(WM)COM94106L109$13.5K81,1370.0%
Argo Group International Holdings, Ltd.COMG0464B107$13.7K236,1860.0%
Verizon Communications Inc.(VZ)COM92343V104$13.8K264,9890.0%
PPL Corporation(PPL)COM69351T106$13.8K459,5210.0%
Medical Properties Trust, Inc.(MPT)COM58463J304$14.2K600,4520.0%
Dominion Energy Inc(D)COM25746U109$14.2K180,6530.0%
Public Service Enterprise Group Inc(PEG)COM744573106$14.2K212,8450.0%
T-Mobile US, Inc.(TMUS)COM872590104$14.3K123,1830.0%
Hanover Insurance Group, Inc.(THG)COM410867105$14.8K113,0190.0%
Evergy, Inc.(EVRG)COM30034W106$14.9K217,1090.0%
Methode Electronics, Inc.(MEI)COM591520200$15.0K304,7580.0%
Exelon Corporation(EXC)COM30161N101$15.0K259,7620.0%
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