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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 21
增持 70
减持 54
清仓 5
方向
标的
Δ市值
现股数(环比)
清仓
—
Berry Global Group Inc
-$337.1M
0
-100%
建仓
—
Amcor Plc
+$334.1M
36,360,083
增持
HAS
Hasbro Inc
+$170.1M
2,304,041
+1645644%
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。
减持
STRL
Sterling Contruction Inc
+$163.6M
1,444,385
-4%
建仓
COLD
Americold Realty Trust
+$154.2M
9,271,850
减持
AYI
Acuity Inc Com
-$132.6M
561,739
-51%
建仓
REYN
Reynolds Consumer Prods Inc
+$124.9M
5,829,632
减持
FCNCA
First Citizens Bancshares Inc Nc Cl
-$122.8M
16,787
-80%
减持
TXNM
TXNM Energy Inc Com
-$118.9M
808,746
-74%
减持
—
Axis Cap Holdings Ltd
-$117.1M
539,354
-69%
减持
DOCS
Doximity Inc Cl A
-$100.2M
3,689
-100%
增持
EXEL
Exelixis Inc
+$99.0M
8,775,572
+13%
增持
VRT
Vertiv Holdings Co Cl A
+$95.9M
1,434,231
+17%
增持
KEY
Keycorp
+$93.7M
33,388,615
+9%
减持
—
Genpact Limited
-$92.6M
1,927
-100%
减持
EAT
Brinker Intl Inc
-$89.4M
191
-100%
减持
—
Axalta Coating Systems Ltd
-$85.5M
5,221,118
-28%
减持
—
Nomad Hldgs Ltd
-$83.3M
2,117
-100%
减持
SIRI
Sirius XM Holdings Inc
-$80.6M
545
-100%
建仓
ATI
ATI Inc
+$78.7M
911,108
减持
FIX
Comfort Systems Usa Inc
+$77.8M
533,131
-17%
增持
—
Credo Technology Group Holding
+$76.7M
828,259
+250129%
增持
FTDR
Frontdoor Inc
+$75.7M
3,078,667
+12%
增持
PRIM
Primoris Services Corp
+$75.6M
2,283,477
+28%
建仓
ELAN
Elanco Animal Health Inc
+$72.9M
5,102,701
减持
MUSA
Murphy Usa Inc
-$71.6M
334,657
-24%
增持
—
Sensata Technologies Holding Plc
+$71.2M
6,782,206
+24%
减持
—
Dun & Bradstreet Hldgs Inc
-$71.1M
0
-100%
减持
LSTR
Landstar System Inc
-$70.4M
580
-100%
建仓
QRVO
Qorvo Inc
+$70.3M
827,666
增持
GNTX
Gentex Corp
+$69.0M
6,789,322
+97%
减持
AXON
Axon Enterprise Inc
+$68.1M
232,303
-2%
建仓
CRL
Charles River Laboratories Intl Inc
+$67.6M
445,808
增持
EHC
Encompass Health Corp
+$67.5M
1,823,800
+18%
减持
GMED
Globus Medical Inc A
-$67.3M
113
-100%
增持
RRX
Regal Rexnord Corporation
+$66.7M
459,824
+2873800%
增持
FOUR
Shift4 Pmts Inc Cl A
+$66.5M
670,676
+447017%
建仓
CRC
California Resources Corp New
+$65.5M
1,434,494
增持
CRS
Carpenter Technology Corp
+$65.4M
566,670
+13%
减持
BRBR
Bellring Brands Inc
-$64.9M
551
-100%
建仓
BTSG
Brightspring Health Services Inc
+$64.2M
2,722,772
增持
CBT
Cabot Corp
+$63.7M
2,169,183
+82%
增持
TEX
Terex Corp
+$63.5M
3,252,453
+39%
减持
ITGR
Integer Holdings Corp
-$63.3M
247,515
-69%
减持
—
Azek Co Inc Cl A
-$62.8M
1,994
-100%
清仓
—
Beacon Roofing Supply Inc
-$62.3M
0
-100%
建仓
—
Sealed Air Corp
+$62.1M
1,999,982
减持
KMX
Carmax Inc
-$61.5M
131,481
-85%
增持
KTOS
Kratos Defense & Sec Solutions
+$61.3M
2,988,289
+15%
建仓
VSEC
Vse Corp
+$60.6M
462,978
减持
CCK
Crown Holdings Inc
-$59.8M
69,673
-91%
建仓
BOX
Box Inc Cl A
+$59.2M
1,731,303
建仓
FCFS
FirstCash Holdings Inc
+$58.2M
430,488
增持
CVSA
Adtalem Global Ed Inc
+$57.9M
454,880
+363804%
建仓
LYFT
Lyft Inc Cl A
+$57.8M
3,664,459
增持
CFG
Citizens Financial Group Inc
+$57.7M
10,792,138
+4%
减持
—
Dayforce Inc
-$56.0M
676
-100%
减持
EME
Emcor Group Inc
+$55.7M
520,602
-14%
减持
OSK
Oshkosh Corp
-$54.9M
40
-100%
增持
GFF
Griffon Corp
+$53.5M
1,678,715
+76%
清仓
—
Confluent Inc Class A
-$52.9M
0
-100%
减持
GAP
Gap Inc
-$52.2M
2,609
-100%
减持
SF
Stifel Financial Corp
-$52.2M
681,134
-48%
减持
SR
Spire Inc
-$52.0M
1,921,575
-22%
减持
GTM
Zoominfo Technologies Inc
-$51.9M
5,252
-100%
建仓
CWH
Camping World Holdings Inc Cl A
+$51.4M
2,989,607
减持
BRZE
Braze Inc Cl A
-$51.0M
139
-100%
增持
LITE
Lumentum Holdings Inc
+$51.0M
1,233,644
+16%
减持
RVLV
Revolve Group Inc
-$50.8M
533
-100%
减持
MRCY
Mercury Systems Inc
-$50.6M
5,464
-100%
建仓
LW
Lamb Weston Holdings Inc
+$48.7M
939,752
增持
TKR
Timken Co
+$47.9M
2,026,146
+47%
减持
LRN
Stride Inc
-$47.6M
673,057
-41%
建仓
QDEL
Quidelortho Corp
+$47.6M
1,650,032
增持
FHI
Federated Hermes Inc Cl B
+$47.2M
2,817,805
+48%
增持
FLO
Flowers Foods Inc
+$46.5M
12,891,094
+54%
建仓
SKYW
Skywest Inc
+$46.1M
448,006
减持
AWI
Armstrong World Industries Inc
-$45.8M
1,189,717
-30%
增持
DORM
Dorman Prods Inc
+$44.7M
784,041
+84%
增持
KRG
Kite Realty Group Tr
+$44.0M
7,707,998
+32%
建仓
AAON
Aaon Inc
+$43.9M
595,091
增持
AGCO
Agco Corp
+$43.7M
2,884,259
+5%
增持
MSM
Msc Industrial Direct Inc Cl A
+$42.8M
1,012,305
+82%
增持
URBN
Urban Outfitters Inc
+$41.6M
1,583,234
+13%
减持
UAA
Under Armour Inc Cl A
-$40.5M
7,469
-100%
增持
DVN
Devon Energy Corp
-$40.5M
7,666,188
+1%
增持
TGNA
Tegna Inc
+$40.2M
5,055,045
+107%
减持
UTHR
United Therapeutics Corp
-$40.2M
387,046
-21%
建仓
CRK
Comstock Resources Inc
+$39.8M
1,437,407
增持
RL
Ralph Lauren Corp Cl A
+$39.6M
334,289
+42%
减持
IART
Integra Lifesciences Holdings Corp
-$38.5M
3,892,532
-1%
增持
REZI
Resideo Technologies Inc
+$36.7M
8,239,002
+1%
清仓
MBC
Masterbrand Inc Common Stock
-$36.5M
0
-100%
增持
IRTC
Irhythm Technologies Inc
+$36.0M
586,478
+13%
增持
SANM
Sanmina Corporation
+$35.6M
736,595
+54%
减持
RH
RH
-$35.1M
2
-100%
减持
SAIC
Science Applications Intl Corp
-$35.0M
2,182,116
-13%
减持
EVR
Evercore Inc Class A
-$34.0M
381,029
-44%
增持
ZION
Zions Bancorporation Na
+$33.8M
2,699,454
+27%
增持
DOC
Healthpeak Properties Inc
+$33.1M
23,136,464
+26%
增持
BWA
Borgwarner Inc
+$32.7M
2,233,407
+52%
增持
PTEN
Patterson-Uti Energy Inc
-$32.0M
18,045,701
+7%
减持
—
White Mountains Ins Group Ltd
-$30.7M
100,984
-8%
增持
GH
Guardant Health Inc
+$30.6M
2,197,829
+12%
建仓
TTC
Toro Co
+$29.5M
416,748
减持
IBP
Installed Building Prods Inc
-$28.9M
447,348
-30%
增持
AAP
Advance Auto Parts Inc
+$28.6M
3,610,883
+2%
增持
—
Cushman Wakefield Plc
+$28.2M
4,505,031
+112%
减持
LKQ
Lkq Corp
-$27.9M
4,640,407
-1%
增持
ALSN
Allison Transmission Holdings Inc
+$26.9M
2,932,050
+11%
减持
SON
Sonoco Prods Co
-$26.9M
1,887,149
-18%
增持
ALAB
Astera Laboratories Inc
+$26.2M
710,337
+12%
增持
MOS
Mosaic Co
+$26.2M
2,224,209
+9%
减持
CHRD
Chord Energy Corp Com New
-$26.1M
450,991
-27%
增持
MOD
Modine Manufacturing Co
+$26.0M
920,504
+9%
减持
AZTA
Azenta Inc
-$25.9M
653
-100%
减持
FNB
Fnb Corp
+$25.9M
24,189,255
-0%
减持
STC
Stewart Information Services
-$25.8M
297
-100%
增持
JBL
Jabil Inc
+$25.2M
271,134
+9%
增持
OLN
Olin Corp Par $1
-$25.2M
6,449,889
+1%
增持
BOOT
Boot Barn Holdings Inc
+$25.0M
409,930
+18%
增持
VNT
Vontier Corporation Com
+$24.6M
3,684,257
+9%
增持
UGI
Ugi Corp
+$23.9M
6,835,314
+0%
减持
ZD
Ziff Davis Inc
-$23.8M
596,975
-46%
增持
UPST
Upstart Holdings Inc
+$23.7M
1,012,114
+12%
增持
BE
Bloom Energy Corp Cl A
+$23.2M
3,936,773
+9%
增持
NXT
Nextracker Inc Class A
+$22.6M
1,200,637
+19%
清仓
SXI
Standex Intl Corp
-$22.5M
0
-100%
增持
—
Ambarella Inc
+$21.4M
1,017,287
+12%
增持
AMAT
Applied Materials Inc
+$20.9M
118,354
+2060%
增持
BBT
Berkshire Hills Bancorp Inc
+$20.4M
2,734,140
+48%
增持
SMTC
Semtech Corp
+$20.1M
1,419,708
+11%
增持
GEF
Greif Inc Cl A
+$19.8M
1,363,166
+9%
增持
CNMD
Conmed Corp
+$19.8M
1,740,630
+48%
增持
BBWI
Bath & Body Works Inc
+$19.7M
4,382,154
+19%
增持
—
Tri Pointe Homes Inc
+$19.2M
894,206
+204%
增持
AMG
Affiliated Managers Group Inc
+$19.0M
570,857
+3%
增持
MLKN
Millerknoll Inc
+$18.7M
3,258,020
+40%
减持
CRI
Carters Inc
-$18.3M
265,272
-59%
减持
IDCC
Interdigital Inc
-$18.3M
364,216
-25%
减持
EPC
Edgewell Pers Care Co
-$17.6M
1,941,593
-4%
增持
CMC
Commercial Metals Co
+$17.5M
4,272,972
+3%
增持
MMSI
Merit Med Systems Inc
-$16.7M
1,819,378
+3%
增持
XRAY
Dentsply Sirona Inc
+$16.4M
12,393,522
+3%
增持
VAC
Marriott Vacations Worldwide C
+$16.1M
1,841,593
+1%
增持
U
Unity Software Inc
+$15.9M
2,446,406
+11%
增持
ENR
Energizer Holdings Inc
+$15.9M
3,896,859
+86%
增持
—
Hillenbrand Inc
-$15.4M
4,184,524
+2%
减持
BDC
Belden Inc
+$15.3M
986,379
-0%
减持
ONB
Old Natl Bancorp Ind
-$15.0M
17,114,536
-5%
