Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FULLER & THALER ASSET MANAGEMENT, INC. (CIK 1082327) reported $29.70B across 494 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMCCF ($544.0M, 1.83%), PEAK ($479.8M, 1.62%), PRIM ($424.4M, 1.43%), LITE ($413.0M, 1.39%), ALSN ($397.4M, 1.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMCCF | AMCOR PLC | $544.0M | 1.83% | 13.7M | New |
| 2 | PEAK | HEALTHPEAK PROPERTIES INC | $479.8M | 1.62% | 29.2M | Trimmed |
| 3 | PRIM | PRIMORIS SVCS CORP | $424.4M | 1.43% | 3.0M | Trimmed |
| 4 | LITE | LUMENTUM HLDGS INC | $413.0M | 1.39% | 587,679 | Trimmed |
| 5 | ALSN | ALLISON TRANSMISSION HLDGS I | $397.4M | 1.34% | 3.4M | Trimmed |
| 6 | EXEL | EXELIXIS INC | $366.4M | 1.23% | 8.5M | Trimmed |
| 7 | ONB | OLD NATL BANCORP IND | $332.7M | 1.12% | 15.1M | Trimmed |
| 8 | FIX | COMFORT SYS USA INC | $334.0M | 1.12% | 242,196 | Trimmed |
| 9 | SON | SONOCO PRODS CO | $319.9M | 1.08% | 5.9M | Trimmed |
| 10 | JAZZ | JAZZ PHARMACEUTICALS PLC | $316.9M | 1.07% | 1.7M | Trimmed |
| 11 | BE | BLOOM ENERGY CORP | $311.5M | 1.05% | 2.3M | Trimmed |
| 12 | FNB | F N B CORP | $298.7M | 1.01% | 17.9M | Trimmed |
| 13 | VRT | VERTIV HOLDINGS CO | $298.1M | 1.00% | 1.2M | Trimmed |
| 14 | LKQ | LKQ CORP | $292.0M | 0.98% | 9.9M | Trimmed |
| 15 | DVN | DEVON ENERGY CORP NEW | $280.7M | 0.95% | 5.6M | Trimmed |
| 16 | PRMB | PRIMO BRANDS CORPORATION | $265.9M | 0.90% | 14.1M | Trimmed |
| 17 | SAIC | SCIENCE APPLICATIONS INTL CO | $256.3M | 0.86% | 2.7M | Trimmed |
| 18 | CE | CELANESE CORP DEL | $244.6M | 0.82% | 3.7M | Trimmed |
| 19 | ST | SENSATA TECHNOLOGIES HLDG PL | $241.7M | 0.81% | 6.9M | Trimmed |
| 20 | MTCH | MATCH GROUP INC NEW | $237.9M | 0.80% | 7.7M | Trimmed |
| 21 | MOD | MODINE MFG CO | $234.4M | 0.79% | 1.1M | Trimmed |
| 22 | GH | GUARDANT HEALTH INC | $235.6M | 0.79% | 2.6M | Trimmed |
| 23 | CRUS | CIRRUS LOGIC INC | $232.3M | 0.78% | 1.6M | Trimmed |
| 24 | WTM | WHITE MTNS INS GROUP LTD | $229.7M | 0.77% | 104,561 | Trimmed |
| 25 | BWA | BORGWARNER INC | $223.7M | 0.75% | 4.1M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31