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
SMTC
Semtech Corp

Technology
141K
+ 11.01%
$24.34 - $45.62 $3.43M - $6.42M
1.42M $64.1M
GEF
Greif, Inc

Consumer Cyclical
112K
+ 8.96%
$49.01 - $66.46 $5.49M - $7.45M
1.36M $88.6M
CNMD
Conmed Corp

Healthcare
567K
+ 48.26%
$47.66 - $60.73 $27M - $34.4M
1.74M $90.7M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
702K
+ 19.08%
$25.21 - $34.03 $17.7M - $23.9M
4.38M $131M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
600K
+ 204.04%
$28.96 - $32.46 $17.4M - $19.5M
894K $28.6M
AMG
Affiliated Managers Group, Inc.

Financial Services
15.6K
+ 2.81%
$143.35 - $197.67 $2.24M - $3.09M
571K $112M
MLKN
Millerknoll, Inc.

Consumer Cyclical
929K
+ 39.87%
$15.47 - $19.82 $14.4M - $18.4M
3.26M $63.3M
VRT
Vertiv Holdings CO

Industrials
212K
+ 17.33%
N/A
1.43M $124M
CMC
Commercial Metals CO

Basic Materials
112K
+ 2.68%
$39.2 - $50.67 $4.38M - $5.66M
4.27M $209M
XRAY
Dentsply Sirona Inc.

Healthcare
316K
+ 2.61%
$12.55 - $16.75 $3.96M - $5.29M
12.4M $197M
U
Unity Software Inc.

Technology
238K
+ 10.77%
$16.75 - $26.24 $3.98M - $6.24M
2.45M $59.2M
ENR
Energizer Holdings, Inc.

Industrials
1.8M
+ 86.08%
$19.83 - $29.97 $35.7M - $54M
3.9M $78.6M
CVLT
Commvault Systems Inc

Technology
35.4K
+ 6.84%
$139.35 - $190.99 $4.93M - $6.76M
553K $96.5M
HWC
Hancock Whitney Corp

Financial Services
63.6K
+ 3.04%
$46.05 - $58.03 $2.93M - $3.69M
2.15M $124M
THRM
Gentherm Inc

Consumer Cyclical
429K
+ 47.3%
$23.32 - $28.7 $10M - $12.3M
1.34M $37.8M
PSN
Parsons Corp

Industrials
1.56K
+ 0.15%
$58.88 - $71.77 $91.8K - $112K
1.07M $76.8M
MGM
Mgm Resorts International

Consumer Cyclical
170K
+ 10.61%
$25.79 - $34.95 $4.4M - $5.96M
1.78M $61.1M
MAT
Mattel Inc

Consumer Cyclical
523K
+ 7.87%
$14.55 - $20.12 $7.61M - $10.5M
7.17M $141M
ESE
Esco Technologies Inc

Technology
28.2K
+ 14.52%
$139.86 - $194.5 $3.94M - $5.48M
222K $42.6M
ZBRA
Zebra Technologies Corp

Technology
33.6K
+ 64.69%
$213.54 - $309.26 $7.17M - $10.4M
85.5K $26.4M
SYF
Synchrony Financial

Financial Services
43.8K
+ 7.43%
$43.81 - $66.74 $1.92M - $2.93M
634K $42.3M
TER
Teradyne, Inc

Technology
105K
+ 54.78%
$67.96 - $91.05 $7.14M - $9.56M
297K $26.7M
CSGS
Csg Systems International Inc

Technology
65K
+ 4.79%
$56.51 - $66.33 $3.67M - $4.31M
1.42M $92.9M
WFRD
Weatherford International PLC

Energy
296K
+ 20.06%
$39.17 - $54.26 $11.6M - $16M
1.77M $89M
HBI
Hanesbrands Inc.

Consumer Cyclical
5.38M
+ 43.24%
$4.32 - $5.95 $23.3M - $32M
17.8M $81.7M
MTCH
Match Group, Inc.

Communication Services
365K
+ 6.54%
$27.03 - $31.93 $9.86M - $11.6M
5.94M $183M
MRC
Mrc Global Inc.

Energy
19.1K
+ 0.48%
$9.46 - $14.89 $181K - $284K
3.99M $54.7M
PLXS
Plexus Corp

Technology
48K
+ 13.77%
$110.95 - $136.15 $5.33M - $6.54M
397K $53.7M
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
42.1K
+ 12.14%
$38.28 - $61.65 $1.61M - $2.59M
388K $23.9M
FRSH
Freshworks Inc.

Technology
374K
+ 9.46%
$12.07 - $15.98 $4.51M - $5.97M
4.32M $64.5M
RDN
Radian Group Inc

Financial Services
14.1K
+ 0.55%
$30.48 - $36.53 $429K - $515K
2.58M $92.9M
BLDR
Builders First Source, Inc.

Industrials
79.5K
+ 49.62%
$105.63 - $131.12 $8.4M - $10.4M
240K $28M
BLD
Top Build Corp

Industrials
17.4K
+ 15.83%
$275.93 - $326.59 $4.79M - $5.67M
127K $41.1M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
298K
+ 22.39%
$97.78 - $126.44 $29.1M - $37.7M
1.63M $173M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
214K
+ 8.96%
$26.63 - $32.97 $5.7M - $7.06M
2.6M $79M
FHB
First Hawaiian, Inc.

Financial Services
139K
+ 2.62%
$21.14 - $24.96 $2.93M - $3.46M
5.43M $135M
BCO
Brinks CO

Industrials
3.66K
+ 0.2%
$82.06 - $94.4 $300K - $345K
1.79M $160M
DLTR
Dollar Tree, Inc.

Consumer Defensive
5.24K
+ 2.41%
$67.22 - $100.51 $352K - $526K
222K $22M
MAS
Masco Corp

Industrials
105K
+ 36.96%
$58.73 - $71.06 $6.14M - $7.43M
387K $24.9M
KOP
Koppers Holdings Inc.

Basic Materials
5.41K
+ 0.49%
$23.5 - $33.32 $127K - $180K
1.11M $35.8M
MMS
Maximus, Inc.

Industrials
9.51K
+ 0.55%
$65.54 - $76.8 $623K - $731K
1.74M $122M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
31.5K
+ 2.88%
$52.22 - $73.66 $1.64M - $2.32M
1.12M $74.1M
SLGN
Silgan Holdings Inc

Consumer Cyclical
5.65K
+ 0.46%
$45.48 - $56.15 $257K - $317K
1.23M $66.5M
SWX
Southwest Gas Holdings, Inc.

Utilities
6.36K
+ 0.49%
$66.91 - $76.44 $426K - $486K
1.3M $96.4M
LKFN
Lakeland Financial Corp

Financial Services
52.3K
+ 18.44%
$51.45 - $61.84 $2.69M - $3.23M
336K $20.6M
FIVN
Five9, Inc.

Technology
179K
+ 11.43%
$21.54 - $29.56 $3.85M - $5.29M
1.74M $46.2M
EBAY
Ebay Inc

Consumer Cyclical
19.1K
+ 5.86%
$59.52 - $79.36 $1.14M - $1.51M
344K $25.6M
UNF
Unifirst Corp

Industrials
612
+ 0.25%
$161.86 - $189.64 $99.1K - $116K
243K $45.7M
BNL
Broadstone Net Lease, Inc.

Real Estate
343K
+ 17.38%
$14.72 - $17.13 $5.04M - $5.87M
2.31M $37.1M
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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