HODGES CAPITAL MANAGEMENT INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AVNW | 330K | $7.56M |
 | ALKT | 274K | $6.81M |
 | SN | 258K | $26.64M |
 | CMC | 254K | $14.55M |
 | YOU | 242K | $8.09M |
 | SAIL | 239K | $5.28M |
 | ASO | 236K | $11.80M |
 | TMHC | 226K | $14.92M |
 | NVDA | 209K | $39.05M |
 | HTH | 190K | $6.37M |
 | RSSS | 186K | $691.91K |
 | KEX | 184K | $15.32M |
 | CNK | 181K | $5.07M |
 | AIOT | 173K | $903.98K |
 | RXO | 164K | $2.52M |
 | OKE | 151K | $10.99M |
 | STRS | 146K | $3.09M |
 | FWRG | 143K | $2.24M |
 | TCBI | 127K | $10.76M |
 | VRNS | 126K | $7.27M |
Aviat Networks, Inc.
AVNW
Shares Held
330K
Value
$7.56M
Alkami Technology, Inc.
ALKT
Shares Held
274K
Value
$6.81M
SharkNinja, Inc.
SN
Shares Held
258K
Value
$26.64M
Commercial Metals Company
CMC
Shares Held
254K
Value
$14.55M
Clear Secure, Inc.
YOU
Shares Held
242K
Value
$8.09M
SailPoint, Inc.
SAIL
Shares Held
239K
Value
$5.28M
Academy Sports and Outdoors, Inc.
ASO
Shares Held
236K
Value
$11.80M
Taylor Morrison Home Corporation
TMHC
Shares Held
226K
Value
$14.92M
NVIDIA Corporation
NVDA
Shares Held
209K
Value
$39.05M
Hilltop Holdings Inc.
HTH
Shares Held
190K
Value
$6.37M
Research Solutions, Inc.
RSSS
Shares Held
186K
Value
$691.91K
Kirby Corporation
KEX
Shares Held
184K
Value
$15.32M
Cinemark Holdings, Inc.
CNK
Shares Held
181K
Value
$5.07M
PowerFleet, Inc.
AIOT
Shares Held
173K
Value
$903.98K
RXO, Inc.
RXO
Shares Held
164K
Value
$2.52M
ONEOK, Inc.
OKE
Shares Held
151K
Value
$10.99M
Stratus Properties Inc.
STRS
Shares Held
146K
Value
$3.09M
First Watch Restaurant Group, Inc.
FWRG
Shares Held
143K
Value
$2.24M
Texas Capital Bancshares, Inc.
TCBI
Shares Held
127K
Value
$10.76M
Varonis Systems, Inc.
VRNS
Shares Held
126K
Value
$7.27M