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Portfolio (Quarterly) Guide ↗

WEDGE CAPITAL MANAGEMENT L L P/NC

· CIK 0001015308
13F Portfolio $6.1B AUM 484 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 484 New
Page 11 of 25  ·  484 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NWE Northwestern Corp Utilities 66,778.0 $4.8M 0.08% NEW $71.62 -0.2%
202 THG The Hanover Insurance Group In Financial Services 22,245.0 $4.8M 0.08% NEW $214.12 +6.7%
203 EAT Brinker Intl Inc Consumer Cyclical 28,122.0 $4.7M 0.08% NEW $168.00 +43.4%
204 PTEN Patterson-UTI Energy Inc Energy 507,085.0 $4.7M 0.08% NEW $9.18 +28.0%
205 PVH PVH Corp Consumer Cyclical 62,347.0 $4.6M 0.08% NEW $74.26 +5.7%
206 CTBI Community Trust Bancorp Inc Financial Services 62,275.0 $4.5M 0.07% NEW $72.36 +5.3%
207 VMI Valmont Industries Inc Industrials 7,624.0 $4.4M 0.07% NEW $577.60 -17.4%
208 Moog Inc 10,319.0 $4.4M 0.07% NEW $423.84
209 LFUS Littelfuse Inc Technology 9,581.0 $4.4M 0.07% NEW $455.33 -8.0%
210 OTEX Open Text Corp Technology 196,153.0 $4.3M 0.07% NEW $22.15 +9.8%
211 SFBS Servisfirst Bancshares Inc Financial Services 49,957.0 $4.3M 0.07% NEW $86.75 -50.1%
212 AOSL Alpha & Omega Semiconductor Lt Technology 91,440.0 $4.3M 0.07% NEW $47.33 -44.6%
213 WTTR Select Water Solutions Inc Cl Utilities 216,560.0 $4.3M 0.07% NEW $19.98 -3.8%
214 CPK Chesapeake Utilities Corp Utilities 35,271.0 $4.3M 0.07% NEW $122.48 +9.6%
215 RNG RingCentral Inc Cl A Technology 108,784.0 $4.2M 0.07% NEW $38.98 +69.5%
216 DOX Amdocs Ltd Technology 82,765.0 $4.2M 0.07% NEW $50.54 +23.2%
217 PB Prosperity Bancshares Inc Financial Services 57,206.0 $4.2M 0.07% NEW $73.03 +0.1%
218 AQN Algonquin Power Utilities Corp Utilities 705,453.0 $4.1M 0.07% NEW $5.86 -2.6%
219 CAG Conagra Brands Inc Consumer Defensive 303,432.0 $4.1M 0.07% NEW $13.46 +20.4%
220 KBR KBR Inc Industrials 117,867.0 $4.1M 0.07% NEW $34.53 +9.8%
Page 11 of 25  ·  484 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.3%
Financial Services 14.4%
Consumer Cyclical 12.6%
Industrials 12.5%
Healthcare 11.9%
Energy 3.5%
Communication Services 3.3%
Utilities 3.1%
Consumer Defensive 2.2%
Basic Materials 1.9%