FULLER & THALER ASSET MANAGEMENT, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KMX | 130K | $5.82M |
 | CHE | 128K | $57.19M |
 | BLD | 127K | $49.65M |
 | LINE | 126K | $4.85M |
 | FOSL | 124K | $318.69K |
 | CACI | 124K | $61.63M |
 | CLNE | 120K | $309.14K |
 | CNP | 116K | $4.49M |
 | TRU | 116K | $9.69M |
 | EBS | 112K | $988.37K |
 | AMAT | 110K | $22.50M |
 | CTAS | 110K | $22.54M |
 | WTM | 108K | $180.68M |
 | GGG | 98K | $8.29M |
 | CLH | 97K | $22.60M |
 | ZBRA | 97K | $28.79M |
 | UNP | 96K | $22.71M |
 | GDOT | 91K | $1.22M |
 | GLPI | 90K | $4.21M |
 | RPAY | 85K | $444.44K |
CarMax, Inc.
KMX
Shares Held
130K
Value
$5.82M
Chemed Corporation
CHE
Shares Held
128K
Value
$57.19M
TopBuild Corp.
BLD
Shares Held
127K
Value
$49.65M
Lineage, Inc.
LINE
Shares Held
126K
Value
$4.85M
Fossil Group, Inc.
FOSL
Shares Held
124K
Value
$318.69K
CACI International Inc
CACI
Shares Held
124K
Value
$61.63M
Clean Energy Fuels Corp.
CLNE
Shares Held
120K
Value
$309.14K
CenterPoint Energy, Inc.
CNP
Shares Held
116K
Value
$4.49M
TransUnion
TRU
Shares Held
116K
Value
$9.69M
Emergent BioSolutions Inc.
EBS
Shares Held
112K
Value
$988.37K
Applied Materials, Inc.
AMAT
Shares Held
110K
Value
$22.50M
Cintas Corporation
CTAS
Shares Held
110K
Value
$22.54M
White Mountains Insurance Group, Ltd.
WTM
Shares Held
108K
Value
$180.68M
Graco Inc.
GGG
Shares Held
98K
Value
$8.29M
Clean Harbors, Inc.
CLH
Shares Held
97K
Value
$22.60M
Zebra Technologies Corporation
ZBRA
Shares Held
97K
Value
$28.79M
Union Pacific Corporation
UNP
Shares Held
96K
Value
$22.71M
Green Dot Corporation
GDOT
Shares Held
91K
Value
$1.22M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
90K
Value
$4.21M
Repay Holdings Corporation
RPAY
Shares Held
85K
Value
$444.44K