Stock Taper

FULLER & THALER ASSET MANAGEMENT, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Matson, Inc.MATX648.4K$124.64M
ACM Research, Inc.ACMR639.45K$81.14M
Donnelley Financial Solutions, Inc.DFIN629.25K$26.4M
O'Reilly Automotive, Inc.ORLY619.95K$57.09M
Build-A-Bear Workshop, Inc.BBW612.28K$18.74M
Sensient Technologies CorporationSXT611.88K$75.44M
Cushman & Wakefield plcCWK601.04K$8.05M
Lear CorporationLEA597.38K$80.08M
The Ensign Group, Inc.ENSG593.07K$95.07M
NBT Bancorp Inc.NBTB578.91K$28.58M
VSE CorporationVSEC556.28K$127.11M
Live Oak Bancshares, Inc.LOB554.64K$22.65M
Lumentum Holdings Inc.LITE541.68K$464.79M
Glaukos CorporationGKOS529.92K$74.06M
Celcuity Inc.CELC514.4K$53.82M
KeyCorpKEY514.04K$11.85M
FirstCash Holdings, IncFCFS502.55K$108.71M
Five Below, Inc.FIVE494.68K$88.94M
Ultra Clean Holdings, Inc.UCTT492.61K$70.24M
Ralph Lauren CorporationRL470.04K$188.68M