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FULLER & THALER ASSET MANAGEMENT, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
FULLER & THALER ASSET MANAGEMENT, INC.
报告期 2026-03-31 · CIK 0001082327
持仓数
497
前50大市值合计
$12.47B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 19
增持 51
减持 71
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
—
Covanta Holding Corp
-$124.3M
8,794
-100%
清仓
—
PRA Health Sciences Inc
-$75.7M
0
-100%
增持
DVN
Devon Energy Corp
+$71.5M
10,662,546
+1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
EXEL
Exelixis Inc
+$54.3M
2,732,065
+1351%
增持
FHN
First Horizon Corporation
+$44.9M
22,998,226
+21%
增持
ATKR
Atkore Inc
+$42.3M
783,606
+116%
建仓
—
Lhc Group Inc
+$41.0M
261,044
建仓
EXLS
Exlservice Holdings Inc
+$40.8M
331,719
减持
MTZ
Mastec Inc
-$40.6M
809,788
-22%
减持
—
Amedisys Inc
-$39.5M
99,758
-55%
增持
LPX
Louisiana Pac Corp
+$36.9M
1,820,817
+47%
减持
—
Meridian Bioscience Inc
-$33.8M
198,936
-88%
减持
MATX
Matson Inc
+$32.6M
2,156,048
-2%
增持
ENSG
Ensign Group Inc
+$32.4M
1,574,891
+59%
减持
RHP
Ryman Hospitality Properties Inc
-$32.2M
66,713
-86%
减持
MDRX
Allscripts Healthcare Solutions
-$29.5M
4,746,967
-5%
建仓
—
Crane Co
+$28.5M
300,772
建仓
MAN
Manpowergroup Inc Wi
+$28.1M
259,148
减持
REZI
Resideo Technologies Inc
-$28.0M
4,635,787
-3%
建仓
ONB
Old Natl Bancorp Ind
+$27.5M
1,624,242
减持
EME
Emcor Group Inc
-$26.3M
1,260,471
-10%
增持
KEY
Keycorp
+$26.2M
13,039,739
+5%
减持
BLDR
Builders Firstsource Inc
+$25.9M
2,961,271
-1%
减持
CE
Celanese Corp
-$25.6M
20,340
-89%
增持
LSTR
Landstar Systems Inc
+$25.5M
691,271
+31%
减持
—
Mantech International Corp Cl A
-$25.4M
363,672
-41%
增持
MMSI
Merit Med Systems Inc
+$25.4M
542,102
+159%
减持
MLKN
Millerknoll Inc
-$25.2M
1,985,350
-6%
增持
—
Syneos Health Inc Cl A
+$24.8M
425,244
+207%
增持
EVTC
Evertec Inc
+$23.8M
935,716
+115%
增持
OLN
Olin Corp Par $1
+$22.7M
4,499,046
+7%
建仓
GMED
Globus Med Inc Cl A
+$21.9M
285,307
增持
CHE
Chemed Corp
+$21.8M
75,804
+168%
减持
CMC
Commercial Metals Co
-$21.2M
3,030,787
-18%
减持
RRC
Range Resources Corp
+$20.9M
3,935,126
-3%
减持
PRIM
Primoris Services Corp
-$20.3M
1,187,989
-29%
增持
IART
Integra Lifesciences Holdings Corp
+$20.2M
594,802
+98%
增持
CLH
Clean Harbors Inc
+$20.2M
298,416
+157%
减持
TEX
Terex Corp
-$19.9M
2,978,564
-2%
减持
MDU
Mdu Resources Group Inc
-$19.8M
2,161,759
-19%
建仓
TNET
Trinet Group Inc
+$19.7M
208,092
减持
—
Berry Global Group Inc
-$19.1M
3,484,948
-2%
增持
CRUS
Cirrus Logic Inc
+$18.5M
224,715
+195304%
减持
IHRT
IHeartMedia Inc CL A
-$18.4M
169
-100%
减持
GPK
Graphic Packaging Holding Co
+$18.2M
20,650,270
-0%
增持
UTHR
United Therapeutics Corp
+$17.6M
702,098
+12%
增持
MEDP
Medpace Holdings Inc
+$17.6M
480,383
+16%
增持
SAIC
Science Applications Intl Corp
+$17.4M
1,157,366
+24%
增持
—
Investors Bancorp Inc
+$17.4M
16,536,120
+1%
减持
UPST
Upstart Holdings Inc
+$17.2M
92,794
-5%
清仓
UPWK
Upwork Inc
-$16.9M
0
-100%
减持
JEF
Jefferies Financial Group Inc
-$16.9M
1,609,044
-28%
建仓
LNWO
Scientific Games Corp
+$16.8M
202,386
增持
BRKR
Bruker Corp
+$16.4M
2,024,450
+9%
减持
SUPN
Supernus Pharmaceuticals Inc
-$16.1M
293
-100%
增持
—
Topbuild Corp
+$16.0M
173,181
+76%
清仓
BBBY
Overstock.com Inc
-$15.8M
0
-100%
建仓
PRKS
Seaworld Entertainment Inc
+$15.4M
277,691
减持
RYN
Rayonier Inc
-$15.0M
2,305,275
-15%
减持
AZTA
Brooks-Automation Inc
-$14.5M
419
-100%
增持
MUSA
Murphy Usa Inc
+$14.5M
425,875
+0%
增持
KMPR
Kemper Corp
-$14.4M
4,058,654
+5%
建仓
HAPN
Lendingclub Corp New
+$14.3M
504,852
建仓
RAMP
Liveramp Holdings Inc
+$14.2M
301,524
减持
UCTT
Ultra Clean Holdings Inc
-$14.2M
939
-100%
建仓
DIOD
Diodes Inc
+$14.2M
156,217
减持
WMS
Advanced Drain Sys Inc
-$13.8M
133
-100%
增持
POWI
Power Integrations Inc
+$13.7M
143,475
+2196%
减持
—
Beacon Roofing Supply Inc
-$13.5M
1,969,270
-2%
增持
VISN
Commscope Holding Co Inc
-$13.3M
4,984,947
+31%
减持
—
Columbia PPTY TR Inc Com New
-$13.2M
392
-100%
减持
—
Select Med Holdings Corp
-$13.1M
2,145,769
-0%
建仓
SDGR
Schrodinger Inc
+$13.1M
238,941
增持
VYX
Ncr Corp
-$13.0M
2,965,622
+6%
建仓
AGNT
Exp World Holdings Inc
+$12.9M
323,500
增持
—
Cit Group Inc New
+$12.7M
3,511,382
+7%
增持
VVV
Valvoline Inc
+$12.5M
1,207,872
+56%
增持
LRN
Stride Inc
+$12.2M
675,220
+80%
建仓
WEN
Wendys Co
+$12.1M
559,301
建仓
KLIC
Kulicke & Soffa Industries Inc
+$12.1M
207,667
减持
—
Super Micro Computer Inc
-$12.1M
1,006
-100%
减持
PTEN
Patterson-Uti Energy Inc
-$11.9M
8,332,472
-5%
减持
JACK
Jack in the Box Inc
-$11.6M
39
-100%
清仓
—
Nevro Corp
-$11.5M
0
-100%
清仓
GH
Guardant Health Inc
-$11.5M
0
-100%
减持
SWX
Southwest Gas Holdings Inc
-$11.3M
2,241,681
-8%
增持
—
Signet Jewelers Limited
+$11.3M
587,113
+35%
减持
FIVN
Five9 Inc Com
-$11.3M
255
-100%
增持
BCO
Brinks Co
-$11.1M
2,882,568
+14%
清仓
—
Ballys Corp
-$10.9M
0
-100%
减持
KRG
Kite Realty Group Tr
-$10.8M
4,913,106
-2%
建仓
PSTG
Pure Storage Inc Cl A
+$10.7M
426,991
增持
EVR
Evercore Inc Class A
+$10.7M
261,112
+52%
减持
SNX
TD Synnex Corp
-$10.4M
406,973
-6%
减持
PRDO
Perdoceo Ed Corp
-$10.2M
1,634,322
-27%
减持
THRM
Gentherm Inc
+$10.2M
1,290,432
-3%
清仓
—
Hydrofarm Hldng Gp Inc
-$10.1M
0
-100%
增持
FNB
Fnb Corp
-$10.1M
29,789,282
+3%
减持
—
Mrc Global Inc
-$10.1M
4,361,908
-3%
减持
—
City Office Reit Inc
+$10.0M
2,079,756
-5%
减持
NTGR
Netgear Inc
-$10.0M
668,499
-18%
减持
TTI
Tetra Technologies Inc
-$10.0M
7,517,483
-2%
减持
DLB
Dolby Laboratories Inc Cl A
-$10.0M
164,464
-34%
清仓
CWH
Camping World Holdings Inc
-$9.8M
0
-100%
增持
THG
Hanover Insurance Group Inc
+$9.8M
731,687
+17%
增持
CNXC
Concentrix Corp
+$9.7M
595,755
+0%
减持
JELD
Jeld-Wen Holding Inc
-$9.6M
6,569,161
-1%
减持
CPS
Cooper-Standard Holdings Inc
-$9.6M
1,322,909
-1%
增持
HOPE
Hope Bancorp Inc
+$9.6M
9,168,906
+6%
减持
BRX
Brixmor Property Group Inc
-$9.4M
7,862,341
-2%
减持
—
Digitalbridge Group Inc Cl A
-$9.4M
4,470,223
-3%
增持
FCN
Fti Consulting Inc
+$9.3M
649,040
+14%
减持
HBAN
Huntington Bancshares Inc
+$9.3M
18,045,267
-5%
减持
GVA
Granite Construction Inc
-$9.0M
2,909,857
-3%
减持
FCNCA
First Citizens Bancshares Inc Nc Cl
-$9.0M
123,015
-9%
增持
WAFD
Washington Federal Inc
+$8.9M
1,818,423
+8%
减持
—
Stamps.com Inc Com New
-$8.9M
133
-100%
减持
—
White Mountains Ins Group Ltd
-$8.7M
95,599
-1%
增持
AYI
Acuity Brands Inc
+$8.6M
293,360
+30%
建仓
—
Hibbett Inc
+$8.4M
118,544
建仓
—
Smart Global Holdings Inc
+$8.2M
184,507
减持
—
Trinseo Sa
-$8.0M
1,105,173
-2%
清仓
—
Inari Medical Inc
-$7.9M
0
-100%
增持
SMPL
Simply Good Foods Co
+$7.7M
799,577
+47%
增持
AMKR
Amkor Technology Inc
+$7.7M
5,062,533
+1%
减持
OGS
One Gas Inc
-$7.7M
185,130
-29%
减持
EPAC
Enerpac Tool Group Corp Cl A
-$7.6M
1,153,860
-3%
减持
DDD
3-D Systems Corp
-$7.6M
518,576
-5%
增持
RRX
Regal Rexnord Corporation
+$7.4M
428,542
+0%
减持
—
Primo Water Corporation
-$7.4M
5,235,685
-2%
增持
ITGR
Integer Holdings Corp
+$7.4M
810,159
+17%
减持
EXP
Eagle Materials Inc
-$7.1M
508,373
-2%
增持
—
Enstar Group Limited
+$7.1M
192,102
+21%
增持
MTH
Meritage Homes Corp
+$7.0M
737,501
+8%
减持
GNRC
Generac Holdings Inc
-$6.6M
34,518
-31%
减持
BKH
Black Hills Corp
-$6.3M
1,401,096
-2%
减持
HY
Hyster Yale Materials Handling Inc
-$6.2M
254,873
-2%
减持
AVT
Avnet Inc
-$5.9M
1,709,957
-1%
减持
—
Alexander & Baldwin Inc
+$5.8M
1,260,329
-3%
增持
HRB
H&R Block Inc
+$5.8M
3,685,159
+0%
增持
SR
Spire Inc
-$5.7M
828,498
+6%
减持
RVLV
Revolve Group Inc Cl A
-$5.7M
184,152
-26%
减持
SANM
Sanmina Corporation
-$5.6M
1,909,976
-6%
增持
ZD
Ziff Davis Inc
+$5.6M
1,408,618
+4%
减持
ILPT
Industrial Logistics Properties Tr
-$5.5M
396,854
-34%
减持
FSP
Franklin Str Properties Corp
-$5.4M
7,180,202
-2%
增持
—
First Midwest Bancorp Del
+$5.3M
10,829,562
+7%
减持
—
Harsco Corp
-$5.2M
1,301,459
-2%
减持
—
Adtran Inc
-$5.1M
2,126,219
-2%
增持
HUBG
Hub Group Inc Cl A
+$5.1M
339,377
+23%