Stock Taper 
FULLER & THALER ASSET MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Emergent BioSolutions Inc. | EBS | 112.97K | $946.65K |
 Argan, Inc. | AGX | 116.48K | $93.02M |
 Lam Research Corporation | LRCX | 123.66K | $53.59M |
 Leidos Holdings, Inc. | LDOS | 129.33K | $13.32M |
 Comfort Systems USA, Inc. | FIX | 130.83K | $259.3M |
 TransUnion | TRU | 134.11K | $9.67M |
 AutoNation, Inc. | AN | 144.63K | $26.87M |
 Digital Turbine, Inc. | APPS | 146.32K | $1.89M |
 Hawkins, Inc. | HWKN | 148.14K | $21.05M |
 Dycom Industries, Inc. | DY | 155.71K | $78.73M |
 Allegion plc | ALLE | 160.61K | $22.56M |
 Eagle Materials Inc. | EXP | 165.44K | $37.23M |
 Moog Inc. | MOG-A | 169.32K | $71.76M |
 Akamai Technologies, Inc. | AKAM | 175.56K | $20.75M |
 Neurocrine Biosciences, Inc. | NBIX | 179.15K | $30.19M |
 IPG Photonics Corporation | IPGP | 179.33K | $21.04M |
 Pool Corporation | POOL | 181.13K | $38.93M |
 Owens Corning | OC | 183.69K | $29.2M |
 SiTime Corporation | SITM | 183.77K | $137.01M |
 Waters Corporation | WAT | 190.72K | $71.53M |