Fuller & Thaler Asset Management, Inc. Incresed Positions in Q2 2025

Fuller & Thaler Asset Management, Inc.

  • $27 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HAS
Hasbro, Inc.

Consumer Cyclical
2.3M
+ 1645643.62%
$50.71 - $73.82 $117M - $170M
2.3M $170M
EXEL
Exelixis, Inc.

Healthcare
980K
+ 12.58%
$34.13 - $46.26 $33.5M - $45.4M
8.78M $387M
KEY
Keycorp

Financial Services
2.88M
+ 9.43%
$13.23 - $17.42 $38.1M - $50.1M
33.4M $582M
PEAK
Healthpeak Properties, Inc.

Real Estate
4.74M
+ 25.76%
N/A
23.1M $439M
CRDO
Credo Technology Group Holding LTD

Technology
828K
+ 250129.31%
$33.3 - $95.05 $27.6M - $78.7M
828K $76.7M
FTDR
Frontdoor, Inc.

Consumer Cyclical
326K
+ 11.84%
$37.35 - $59.68 $12.2M - $19.5M
3.08M $181M
PRIM
Primoris Services Corp

Industrials
500K
+ 28.01%
$52.66 - $80.05 $26.3M - $40M
2.28M $178M
ST
Sensata Technologies Holding PLC

Technology
1.3M
+ 23.76%
$17.69 - $30.11 $23M - $39.2M
6.78M $204M
GNTX
Gentex Corp

Consumer Cyclical
3.34M
+ 96.93%
$20.83 - $23.52 $69.6M - $78.6M
6.79M $149M
EHC
Encompass Health Corp

Healthcare
282K
+ 18.32%
$96.12 - $122.63 $27.1M - $34.6M
1.82M $224M
FOUR
Shift4 Payments, Inc.

Technology
671K
+ 447017.34%
$72.5 - $99.11 $48.6M - $66.5M
671K $66.5M
CRS
Carpenter Technology Corp

Industrials
63.3K
+ 12.58%
$151.3 - $276.38 $9.58M - $17.5M
567K $157M
CBT
Cabot Corp

Basic Materials
978K
+ 82.15%
$72.47 - $84.35 $70.9M - $82.5M
2.17M $163M
TEX
Terex Corp

Industrials
914K
+ 39.06%
$32.21 - $48.33 $29.4M - $44.2M
3.25M $152M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
379K
+ 14.51%
$27.82 - $46.45 $10.5M - $17.6M
2.99M $139M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
455K
+ 363804.0%
$97.32 - $136.25 $44.3M - $62M
455K $57.9M
CFG
Citizens Financial Group Inc

Financial Services
412K
+ 3.96%
$34.27 - $44.75 $14.1M - $18.4M
10.8M $483M
GFF
Griffon Corp

Industrials
728K
+ 76.5%
$64.73 - $74.97 $47.1M - $54.5M
1.68M $121M
LITE
Lumentum Holdings Inc.

Technology
170K
+ 16.0%
$49.56 - $95.06 $8.43M - $16.2M
1.23M $117M
TKR
Timken CO

Industrials
648K
+ 47.01%
$57.34 - $74.03 $37.2M - $48M
2.03M $147M
FHI
Federated Hermes, Inc.

Financial Services
913K
+ 47.95%
$35.85 - $44.32 $32.7M - $40.5M
2.82M $125M
FLO
Flowers Foods Inc

Consumer Defensive
4.5M
+ 53.6%
$15.86 - $19.21 $71.3M - $86.4M
12.9M $206M
DORM
Dorman Products, Inc.

Consumer Cyclical
357K
+ 83.57%
$108.29 - $132.03 $38.7M - $47.1M
784K $96.2M
KRG
Kite Realty Group Trust

Real Estate
1.87M
+ 32.01%
$19.53 - $23.3 $36.5M - $43.6M
7.71M $175M
AGCO
Agco Corp

Industrials
142K
+ 5.19%
$75.77 - $108.43 $10.8M - $15.4M
2.88M $298M
MSM
Msc Industrial Direct CO Inc

Industrials
455K
+ 81.73%
$70.15 - $85.48 $31.9M - $38.9M
1.01M $86.1M
URBN
Urban Outfitters Inc

Consumer Cyclical
186K
+ 13.32%
$43.24 - $75.26 $8.05M - $14M
1.58M $115M
TGNA
Tegna Inc

Communication Services
2.61M
+ 106.9%
$15.42 - $18.98 $40.3M - $49.6M
5.06M $84.7M
RL
Ralph Lauren Corp

Consumer Cyclical
98.5K
+ 41.76%
$182.34 - $286.22 $18M - $28.2M
334K $91.7M
REZI
Resideo Technologies, Inc.

Industrials
42.2K
+ 0.51%
$14.69 - $22.46 $620K - $947K
8.24M $182M
IRTC
I Rhythm Technologies, Inc.

Healthcare
68.2K
+ 13.17%
$96.84 - $154.71 $6.61M - $10.6M
586K $90.3M
SANM
Sanmina Corp

Technology
258K
+ 54.03%
$67.3 - $98.07 $17.4M - $25.3M
737K $72.1M
ZION
Zions Bancorporation, National Association

Financial Services
566K
+ 26.54%
$41.39 - $51.94 $23.4M - $29.4M
2.7M $140M
BWA
Borgwarner Inc

Consumer Cyclical
764K
+ 51.95%
$24.84 - $33.92 $19M - $25.9M
2.23M $74.8M
GH
Guardant Health, Inc.

Healthcare
232K
+ 11.81%
$37.05 - $52.04 $8.6M - $12.1M
2.2M $114M
AAP
Advance Auto Parts Inc

Consumer Cyclical
58.4K
+ 1.64%
$30.31 - $53.25 $1.77M - $3.11M
3.61M $168M
CWK
Cushman & Wakefield PLC

Real Estate
2.38M
+ 112.16%
$7.9 - $11.13 $18.8M - $26.5M
4.51M $49.9M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
302K
+ 11.47%
$84.41 - $106.28 $25.5M - $32.1M
2.93M $279M
MOS
Mosaic CO

Basic Materials
190K
+ 9.32%
$22.76 - $36.95 $4.32M - $7.01M
2.22M $81.1M
MOD
Modine Manufacturing CO

Consumer Cyclical
78.1K
+ 9.27%
$69.3 - $105.57 $5.41M - $8.25M
921K $90.7M
JBL
Jabil Inc

Technology
22.1K
+ 8.88%
$116.88 - $218.1 $2.58M - $4.82M
271K $59.1M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
62.6K
+ 18.02%
$89.13 - $167.48 $5.58M - $10.5M
410K $62.3M
VNT
Vontier Corp

Technology
294K
+ 8.68%
$28.04 - $37.3 $8.25M - $11M
3.68M $136M
UGI
Ugi Corp

Utilities
29.4K
+ 0.43%
$30.18 - $36.59 $886K - $1.07M
6.84M $249M
UPST
Upstart Holdings, Inc.

Financial Services
105K
+ 11.52%
$34.8 - $64.85 $3.64M - $6.78M
1.01M $65.5M
BE
Bloom Energy Corp

Industrials
325K
+ 8.99%
$16.32 - $23.92 $5.3M - $7.77M
3.94M $94.2M
AMBA
Ambarella Inc

Technology
106K
+ 11.68%
$40.3 - $69.3 $4.29M - $7.37M
1.02M $67.2M
AMAT
Applied Materials Inc

Technology
113K
+ 2059.74%
$126.95 - $183.52 $14.3M - $20.7M
118K $21.7M
BHLB
Berkshire Hills Bancorp Inc

Financial Services
891K
+ 48.35%
$22.9 - $26.78 $20.4M - $23.9M
2.73M $68.5M
Activity Summary
Buys All Purchases 309 New Holdings 65 Increased Positions 244 Sells All Sells 232 Reductions 231 Sold out 1 Options Calls 0 Puts 0
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