Fuller & Thaler Asset Management, Inc. Incresed Positions in Q3 2025

Fuller & Thaler Asset Management, Inc.

  • $28.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PRIM
Primoris Services Corp

Industrials
772K
+ 33.82%
$79.61 - $137.33 $61.5M - $106M
3.06M $420M
AMCR
Amcor PLC

Consumer Cyclical
19.8M
+ 54.49%
$7.97 - $9.94 $158M - $197M
56.2M $459M
REVG
Rev Group, Inc.

Industrials
1.61M
+ 534.46%
$46.09 - $63.91 $74M - $103M
1.91M $108M
G
Genpact LTD

Technology
2.15M
+ 111331.91%
$41.06 - $46.13 $88.1M - $99M
2.15M $90M
LITE
Lumentum Holdings Inc.

Technology
29.6K
+ 2.4%
$90.44 - $171.5 $2.68M - $5.07M
1.26M $206M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
609K
+ 162321.06%
$99.92 - $146.67 $60.8M - $89.3M
609K $80.7M
AIZ
Assurant, Inc.

Financial Services
341K
+ 110.96%
$184.56 - $218.69 $62.9M - $74.5M
648K $140M
ZETA
Zeta Global Holdings Corp.

Technology
3.71M
+ 201128.77%
$14.0 - $22.08 $51.9M - $81.8M
3.71M $73.7M
BHLB
Berkshire Hills Bancorp Inc

Financial Services
2.55M
+ 93.19%
$24.04 - $27.04 $61.3M - $68.9M
5.28M $140M
COLD
Americold Realty Trust

Real Estate
8.49M
+ 91.53%
$12.14 - $16.98 $103M - $144M
17.8M $217M
FTDR
Frontdoor, Inc.

Consumer Cyclical
504K
+ 16.37%
$54.88 - $68.04 $27.7M - $34.3M
3.58M $241M
CRDO
Credo Technology Group Holding LTD

Technology
64.5K
+ 7.79%
$87.59 - $172.31 $5.65M - $11.1M
893K $130M
MTCH
Match Group, Inc.

Communication Services
700K
+ 11.8%
$31.83 - $38.77 $22.3M - $27.2M
6.64M $234M
BWA
Borgwarner Inc

Consumer Cyclical
624K
+ 27.93%
$34.53 - $44.44 $21.5M - $27.7M
2.86M $126M
SKYW
Skywest Inc

Industrials
482K
+ 107.49%
$100.62 - $123.72 $48.5M - $59.6M
930K $93.5M
MOD
Modine Manufacturing CO

Consumer Cyclical
46.5K
+ 5.05%
$90.02 - $158.57 $4.18M - $7.37M
967K $137M
CRUS
Cirrus Logic, Inc.

Technology
116K
+ 8.03%
$97.25 - $127.45 $11.3M - $14.8M
1.57M $196M
DORM
Dorman Products, Inc.

Consumer Cyclical
101K
+ 12.86%
$119.13 - $166.34 $12M - $16.8M
885K $138M
SMTC
Semtech Corp

Technology
46.7K
+ 3.29%
$42.59 - $71.45 $1.99M - $3.34M
1.47M $105M
U
Unity Software Inc.

Technology
6.94K
+ 0.28%
$24.01 - $46.53 $167K - $323K
2.45M $98.2M
DINO
Hf Sinclair Corp

Energy
257K
+ 11.45%
$42.11 - $54.01 $10.8M - $13.9M
2.5M $131M
WFRD
Weatherford International PLC

Energy
91.8K
+ 5.19%
$52.14 - $69.61 $4.78M - $6.39M
1.86M $127M
EHC
Encompass Health Corp

Healthcare
238K
+ 13.06%
$107.13 - $127.02 $25.5M - $30.3M
2.06M $262M
FOUR
Shift4 Payments, Inc.

Technology
676K
+ 100.84%
$77.4 - $106.81 $52.3M - $72.2M
1.35M $104M
LKQ
Lkq Corp

Consumer Cyclical
2.17M
+ 46.83%
$29.24 - $39.21 $63.5M - $85.2M
6.81M $208M
HALO
Halozyme Therapeutics, Inc.

Healthcare
128K
+ 10.31%
$52.92 - $78.28 $6.78M - $10M
1.37M $101M
GH
Guardant Health, Inc.

Healthcare
172K
+ 7.81%
$40.98 - $67.42 $7.04M - $11.6M
2.37M $148M
PEAK
Healthpeak Properties, Inc.

Real Estate
1.74M
+ 7.5%
N/A
24.9M $472M
OLN
Olin Corp

Basic Materials
14.3K
+ 0.22%
$18.23 - $26.93 $260K - $384K
6.46M $162M
NXST
Nexstar Media Group, Inc.

Communication Services
59.8K
+ 7.43%
$176.71 - $211.31 $10.6M - $12.6M
865K $171M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
549K
+ 9.41%
$21.49 - $24.47 $11.8M - $13.4M
6.38M $156M
DCI
Donaldson CO Inc

Industrials
133K
+ 8.32%
$69.82 - $82.14 $9.27M - $10.9M
1.73M $142M
HI
Hillenbrand, Inc.

Industrials
10.4K
+ 0.25%
$19.59 - $27.04 $204K - $281K
4.19M $113M
BNL
Broadstone Net Lease, Inc.

Real Estate
1.15M
+ 49.73%
$15.75 - $18.78 $18.1M - $21.6M
3.46M $61.9M
LYFT
Lyft, Inc.

Technology
63.9K
+ 1.74%
$13.41 - $22.93 $856K - $1.46M
3.73M $82.1M
AMBA
Ambarella Inc

Technology
90.4K
+ 8.89%
$62.49 - $88.81 $5.65M - $8.03M
1.11M $91.4M
VNT
Vontier Corp

Technology
106K
+ 2.89%
$37.48 - $43.71 $3.99M - $4.65M
3.79M $159M
OPCH
Option Care Health, Inc.

Healthcare
1.61M
+ 34.9%
$26.82 - $31.95 $43.1M - $51.3M
6.21M $172M
BYD
Boyd Gaming Corp

Consumer Cyclical
234K
+ 90.25%
$79.66 - $87.38 $18.6M - $20.4M
493K $42.6M
RYN
Rayonier Inc

Real Estate
652K
+ 62.2%
$22.68 - $27.11 $14.8M - $17.7M
1.7M $45.1M
RL
Ralph Lauren Corp

Consumer Cyclical
27.5K
+ 8.23%
$272.1 - $320.75 $7.49M - $8.83M
362K $113M
THG
Hanover Insurance Group, Inc.

Financial Services
53.8K
+ 5.96%
$162.08 - $182.1 $8.72M - $9.8M
956K $174M
TTI
Tetra Technologies Inc

Energy
8.51K
+ 0.12%
$3.23 - $5.89 $27.5K - $50.1K
7.18M $41.3M
VSEC
Vse Corp

Industrials
2.31K
+ 0.5%
$125.37 - $172.66 $289K - $399K
465K $77.3M
AIT
Applied Industrial Technologies Inc

Industrials
1.15K
+ 0.21%
$242.14 - $275.72 $278K - $317K
554K $145M
ONB
Old National Bancorp

Financial Services
209K
+ 1.22%
$20.4 - $23.47 $4.26M - $4.9M
17.3M $380M
MEDP
Medpace Holdings, Inc.

Healthcare
1.15K
+ 1.61%
$308.88 - $514.16 $356K - $593K
73K $37.5M
NYT
New York Times CO

Communication Services
245K
+ 210.52%
$51.43 - $61.95 $12.6M - $15.2M
361K $20.7M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
687K
+ 13.15%
$27.79 - $32.38 $19.1M - $22.2M
5.91M $169M
Activity Summary
Buys All Purchases 211 New Holdings 39 Increased Positions 172 Sells All Sells 242 Reductions 242 Sold out 0 Options Calls 0 Puts 0
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