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Portfolio (Quarterly) Guide ↗

Hodges Capital Management Inc.

· CIK 0001337263
13F Portfolio $1.5B AUM 224 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 38 New 61 Added 98 Reduced 19 Exited
Page 4 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AP Ampco-Pittsburg Corp Industrials 11,185.0 $97K 0.01% +275.0 +2.5% $8.65 +1.7%
Page 4 of 4  ·  61 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 26.1%
Industrials 18.4%
Consumer Cyclical 17.2%
Financial Services 13.3%
Energy 7.7%
Basic Materials 6.5%
Healthcare 4.1%
Communication Services 3.0%
Consumer Defensive 2.6%
Real Estate 0.6%