Fuller & Thaler Asset Management, Inc. Incresed Positions in Q1 2025

Fuller & Thaler Asset Management, Inc.

  • $25.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CNMD
Conmed Corp

Healthcare
311K
+ 36.08%
$57.6 - $74.0 $17.9M - $23M
1.17M $70.9M
CMC
Commercial Metals CO

Basic Materials
539K
+ 14.89%
$43.22 - $53.05 $23.3M - $28.6M
4.16M $191M
CACI
Caci International Inc

Technology
26.8K
+ 15.46%
N/A
200K $85.6M
DUOL
Duolingo, Inc.

Technology
40.8K
+ 23.48%
$272.49 - $441.39 $11.1M - $18M
215K $66.6M
DG
Dollar General Corp

Consumer Defensive
74.6K
+ 24.65%
$68.44 - $87.93 $5.11M - $6.56M
377K $33.2M
VRT
Vertiv Holdings CO

Industrials
115K
+ 10.36%
N/A
1.22M $106M
BE
Bloom Energy Corp

Industrials
822K
+ 29.45%
$19.66 - $29.81 $16.2M - $24.5M
3.61M $71M
DORM
Dorman Products, Inc.

Consumer Cyclical
99.1K
+ 30.21%
$120.54 - $134.79 $11.9M - $13.4M
427K $51.5M
ESTC
Elastic N.V.

Technology
152K
+ 32.62%
$89.1 - $117.76 $13.5M - $17.8M
616K $54.9M
MTCH
Match Group, Inc.

Communication Services
507K
+ 10.0%
$30.08 - $36.47 $15.2M - $18.5M
5.57M $174M
AN
Autonation, Inc.

Consumer Cyclical
57.7K
+ 37.01%
$156.67 - $195.15 $9.03M - $11.3M
213K $34.6M
UNP
Union Pacific Corp

Industrials
32.2K
+ 83.79%
$225.21 - $254.42 $7.25M - $8.19M
70.6K $16.7M
MAS
Masco Corp

Industrials
117K
+ 70.85%
$68.67 - $81.85 $8.06M - $9.6M
283K $19.7M
GMED
Globus Medical Inc

Healthcare
196K
+ 27.07%
$69.68 - $93.32 $13.6M - $18.3M
919K $67.3M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
98.4K
+ 40.12%
$77.74 - $94.47 $7.65M - $9.29M
344K $26.7M
TKR
Timken CO

Industrials
93.2K
+ 7.25%
$69.85 - $83.79 $6.51M - $7.81M
1.38M $99.1M
EXLS
Exl Service Holdings, Inc.

Technology
2.62K
+ 0.11%
$44.13 - $51.8 $115K - $135K
2.31M $109M
FTNT
Fortinet, Inc.

Technology
65.4K
+ 71.17%
$92.49 - $114.57 $6.04M - $7.49M
157K $15.1M
SON
Sonoco Products CO

Consumer Cyclical
207K
+ 9.83%
$44.71 - $49.22 $9.24M - $10.2M
2.31M $109M
FRSH
Freshworks Inc.

Technology
862K
+ 27.92%
$14.11 - $19.75 $12.2M - $17M
3.95M $55.8M
WAT
Waters Corp

Healthcare
13.1K
+ 28.29%
$362.16 - $417.28 $4.76M - $5.49M
59.6K $22M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2.4K
+ 16.89%
$1227.6 - $1458.46 $2.94M - $3.5M
16.6K $22.4M
CTAS
Cintas Corp

Industrials
12.5K
+ 15.22%
$182.09 - $208.14 $2.28M - $2.6M
94.7K $19.5M
EBAY
Ebay Inc

Consumer Cyclical
36.8K
+ 12.76%
$61.61 - $70.93 $2.27M - $2.61M
325K $22M
KLAC
Kla Corp

Technology
4.45K
+ 22.91%
$636.62 - $777.63 $2.83M - $3.46M
23.9K $16.2M
EVTC
Evertec, Inc.

Technology
33.8K
+ 3.02%
$31.79 - $37.92 $1.08M - $1.28M
1.16M $42.5M
CHRD
Oasis Petroleum Inc.

Energy
52.4K
+ 9.25%
$101.34 - $127.78 $5.31M - $6.69M
619K $69.7M
CVLT
Commvault Systems Inc

Technology
693
+ 0.13%
$146.82 - $187.9 $102K - $130K
518K $81.7M
CTRA
Coterra Energy Inc.

Energy
81.4K
+ 42.53%
$25.51 - $29.83 $2.08M - $2.43M
273K $7.89M
HLNE
Hamilton Lane Inc

Financial Services
19.7K
+ 98.97%
$137.87 - $170.18 $2.71M - $3.35M
39.6K $5.88M
RYN
Rayonier Inc

Real Estate
39.4K
+ 3.93%
$24.95 - $28.24 $983K - $1.11M
1.04M $29.1M
SANM
Sanmina Corp

Technology
34K
+ 7.65%
$73.38 - $90.52 $2.49M - $3.07M
478K $36.4M
TER
Teradyne, Inc

Technology
87.7K
+ 84.28%
$82.6 - $140.0 $7.24M - $12.3M
192K $15.8M
BLDR
Builders First Source, Inc.

Industrials
38.7K
+ 31.88%
$122.8 - $173.51 $4.75M - $6.72M
160K $20M
GTLB
Gitlab Inc.

Technology
220K
+ 26.49%
$47.0 - $73.14 $10.3M - $16.1M
1.05M $49.3M
GGG
Graco Inc

Industrials
28.7K
+ 101.89%
$80.53 - $87.54 $2.31M - $2.52M
56.9K $4.75M
RE
Everest Re Group LTD

Financial Services
6.29K
+ 15.29%
N/A
47.5K $17.6M
GL
Globe Life Inc.

Financial Services
1.32K
+ 1.25%
$111.2 - $131.72 $147K - $174K
107K $14.1M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
195K
+ 35.14%
$43.82 - $58.86 $8.57M - $11.5M
752K $34.3M
ALLE
Allegion PLC

Industrials
17.5K
+ 102.27%
$123.79 - $135.5 $2.16M - $2.37M
34.6K $4.51M
COLL
Collegium Pharmaceutical, Inc

Healthcare
19.6K
+ 1.45%
$28.04 - $33.91 $549K - $664K
1.37M $40.9M
OC
Owens Corning

Industrials
16.8K
+ 108.5%
$137.83 - $191.19 $2.31M - $3.21M
32.2K $4.61M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
10.4K
+ 43.02%
$88.0 - $115.5 $916K - $1.2M
34.6K $3.95M
AMT
American Tower Corp

Real Estate
1.63K
+ 4.01%
$173.46 - $217.6 $282K - $354K
42.2K $9.18M
SSNC
Ss&C Technologies Holdings Inc

Technology
16.2K
+ 34.25%
$74.75 - $89.13 $1.21M - $1.44M
63.4K $5.3M
MSM
Msc Industrial Direct CO Inc

Industrials
132
+ 0.02%
$74.45 - $83.08 $9.83K - $11K
557K $43.3M
DOW
Dow Inc.

Basic Materials
80.3K
+ 35.47%
$34.36 - $41.92 $2.76M - $3.37M
307K $10.7M
AKAM
Akamai Technologies Inc

Technology
17.5K
+ 82.82%
N/A
38.7K $3.51M
BRO
Brown & Brown, Inc.

Financial Services
9.47K
+ 53.82%
$100.54 - $124.4 $952K - $1.18M
27.1K $3.37M
Activity Summary
Buys All Purchases 321 New Holdings 56 Increased Positions 265 Sells All Sells 205 Reductions 204 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track Fuller & Thaler Asset Management, Inc. Portfolio

Follow Fuller & Thaler Asset Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fuller & Thaler Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fuller & Thaler Asset Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email