FULLER & THALER ASSET MANAGEMENT, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AVT | 215K | $11.25M |
 | DLTR | 211K | $19.96M |
 | ORLY | 203K | $21.87M |
 | ORI | 198K | $8.42M |
 | AXON | 197K | $141.60M |
 | LRCX | 197K | $26.33M |
 | ESE | 189K | $39.87M |
 | AN | 184K | $40.17M |
 | ARMK | 180K | $6.92M |
 | DUOL | 166K | $53.42M |
 | NSA | 157K | $4.73M |
 | ROST | 156K | $23.74M |
 | LOB | 155K | $5.47M |
 | JBHT | 150K | $20.18M |
 | LYB | 147K | $7.19M |
 | COOK | 143K | $174.51K |
 | IBP | 138K | $34.04M |
 | DECK | 136K | $13.76M |
 | CR | 133K | $24.45M |
 | APPS | 131K | $836.93K |
Avnet, Inc.
AVT
Shares Held
215K
Value
$11.25M
Dollar Tree, Inc.
DLTR
Shares Held
211K
Value
$19.96M
O'Reilly Automotive, Inc.
ORLY
Shares Held
203K
Value
$21.87M
Old Republic International Corporation
ORI
Shares Held
198K
Value
$8.42M
Axon Enterprise, Inc.
AXON
Shares Held
197K
Value
$141.60M
Lam Research Corporation
LRCX
Shares Held
197K
Value
$26.33M
ESCO Technologies Inc.
ESE
Shares Held
189K
Value
$39.87M
AutoNation, Inc.
AN
Shares Held
184K
Value
$40.17M
Aramark
ARMK
Shares Held
180K
Value
$6.92M
Duolingo, Inc.
DUOL
Shares Held
166K
Value
$53.42M
National Storage Affiliates Trust
NSA
Shares Held
157K
Value
$4.73M
Ross Stores, Inc.
ROST
Shares Held
156K
Value
$23.74M
Live Oak Bancshares, Inc.
LOB
Shares Held
155K
Value
$5.47M
J.B. Hunt Transport Services, Inc.
JBHT
Shares Held
150K
Value
$20.18M
LyondellBasell Industries N.V.
LYB
Shares Held
147K
Value
$7.19M
Traeger, Inc.
COOK
Shares Held
143K
Value
$174.51K
Installed Building Products, Inc.
IBP
Shares Held
138K
Value
$34.04M
Deckers Outdoor Corporation
DECK
Shares Held
136K
Value
$13.76M
Crane Company
CR
Shares Held
133K
Value
$24.45M
Digital Turbine, Inc.
APPS
Shares Held
131K
Value
$836.93K