FULLER & THALER ASSET MANAGEMENT, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRUS | 1.57M | $196.36M |
 | ZWS | 1.53M | $71.88M |
 | WAY | 1.52M | $57.63M |
 | SFNC | 1.50M | $28.82M |
 | COLL | 1.50M | $52.58M |
United Bankshares, Inc. | UBSI | 1.50M | $55.88M |
 | SMTC | 1.47M | $104.77M |
 | CRC | 1.44M | $76.72M |
 | CSGS | 1.42M | $91.46M |
 | KMT | 1.41M | $29.49M |
 | ICUI | 1.39M | $166.16M |
 | HALO | 1.37M | $100.56M |
 | GEF | 1.36M | $81.27M |
 | URBN | 1.36M | $97.13M |
 | AMPH | 1.35M | $36.08M |
 | FOUR | 1.35M | $104.25M |
 | THRM | 1.33M | $45.43M |
 | BKH | 1.33M | $81.67M |
 | VRNS | 1.29M | $73.91M |
 | LITE | 1.26M | $205.54M |
Cirrus Logic, Inc.
CRUS
Shares Held
1.57M
Value
$196.36M
Zurn Elkay Water Solutions Corporation
ZWS
Shares Held
1.53M
Value
$71.88M
Waystar Holding Corp.
WAY
Shares Held
1.52M
Value
$57.63M
Simmons First National Corporation
SFNC
Shares Held
1.50M
Value
$28.82M
Collegium Pharmaceutical, Inc.
COLL
Shares Held
1.50M
Value
$52.58M
United Bankshares, Inc.
UBSI
Shares Held
1.50M
Value
$55.88M
Semtech Corporation
SMTC
Shares Held
1.47M
Value
$104.77M
California Resources Corporation
CRC
Shares Held
1.44M
Value
$76.72M
CSG Systems International, Inc.
CSGS
Shares Held
1.42M
Value
$91.46M
Kennametal Inc.
KMT
Shares Held
1.41M
Value
$29.49M
ICU Medical, Inc.
ICUI
Shares Held
1.39M
Value
$166.16M
Halozyme Therapeutics, Inc.
HALO
Shares Held
1.37M
Value
$100.56M
Greif, Inc.
GEF
Shares Held
1.36M
Value
$81.27M
Urban Outfitters, Inc.
URBN
Shares Held
1.36M
Value
$97.13M
Amphastar Pharmaceuticals, Inc.
AMPH
Shares Held
1.35M
Value
$36.08M
Shift4 Payments, Inc.
FOUR
Shares Held
1.35M
Value
$104.25M
Gentherm Incorporated
THRM
Shares Held
1.33M
Value
$45.43M
Black Hills Corporation
BKH
Shares Held
1.33M
Value
$81.67M
Varonis Systems, Inc.
VRNS
Shares Held
1.29M
Value
$73.91M
Lumentum Holdings Inc.
LITE
Shares Held
1.26M
Value
$205.54M