Wedge Capital Management L L P

Wedge Capital Management L L P reported 484 holdings worth US$6.06B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 10, 2026

Wedge Capital Management L L P reported 484 holdings worth US$6.06B as of Jun 30, 2026. Largest: Kla Corporation, Applied Materials, Inc. and Lam Research Corporation. Filed Jul 10, 2026 (Form 13F).

Holdings
484
Value as reported
US$6.06B

The filing in full

CompanySharesValue as reported% of portfolio
Kla Corporation359KUS$108M1.8%
Applied Materials, Inc.140KUS$101M1.7%
Lam Research Corporation220KUS$95.5M1.6%
Amphenol Corporation528KUS$93.2M1.5%
Alphabet Inc (google) Class C233KUS$83.4M1.4%
Dell Technologies Inc.192KUS$82.9M1.4%
Dropbox, Inc.3.01MUS$82.6M1.4%
Clear Secure, Inc.1.48MUS$82.5M1.4%
Arista Networks, Inc.485KUS$82.4M1.4%
Jabil Inc.212KUS$81.8M1.3%
Keysight Technologies Inc.230KUS$80.6M1.3%
Curtiss-wright Corporation106KUS$80M1.3%
Texas Instruments Incorporated266KUS$79.3M1.3%
Td Synnex Corporation291KUS$77.8M1.3%
Ss&c Technologies Holdings, Inc.1.25MUS$77.6M1.3%
Lockheed Martin Corporation148KUS$75.6M1.2%
Microsoft Corp.202KUS$75.3M1.2%
Corpay, Inc.223KUS$74.2M1.2%
Fabrinet129KUS$72.4M1.2%
Arrow Electronics, Inc.339KUS$72.3M1.2%
Cisco Systems, Inc.612KUS$71.9M1.2%
Nextpower Inc.601KUS$71.6M1.2%
Netapp, Inc.457KUS$70.8M1.2%
Autodesk, Inc.354KUS$68.8M1.1%
Life Time Group Holdings, Inc.1.06MUS$43.2M0.71%
Carnival Corporation Ltd.1.45MUS$41.5M0.68%
Davita Inc.186KUS$41.4M0.68%
Tenet Healthcare Corporation221KUS$41.4M0.68%
Expedia Group, Inc.156KUS$40M0.66%
Reinsurance Group Of America, Incorporated179KUS$38.2M0.63%
Ally Financial Inc.821KUS$37.7M0.62%
Synchrony Financial495KUS$37.7M0.62%
Ralph Lauren Corporation93,552US$37.6M0.62%
Principal Financial Group Inc347KUS$37.4M0.62%
Victorias Secret & Co.447KUS$37.3M0.62%
T. Rowe Price Group, Inc.321KUS$36.5M0.60%
Valley National Bancorp2.49MUS$36.4M0.60%
Tapestry, Inc.249KUS$36.4M0.60%
Zions Bancorporation N.a.525KUS$36.3M0.60%
Voya Financial, Inc.400KUS$36.2M0.60%
Murphy Usa Inc.67,158US$36.2M0.60%
Citigroup, Inc.255KUS$35.6M0.59%
Tyson Foods, Inc.622KUS$35.6M0.59%
State Street Corporation209KUS$35.4M0.58%
Prudential Financial, Inc.325KUS$35.1M0.58%
Fox Corporation672KUS$35M0.58%
Unum Group390KUS$34.9M0.58%
Boot Barn Holdings, Inc.212KUS$34.9M0.58%
Franklin Resources, Inc.1.05MUS$34.9M0.58%
Caseys General Stores, Inc.43,872US$34.9M0.58%
Autonation, Inc.187KUS$34.7M0.57%
Urban Outfitters, Inc.488KUS$34.6M0.57%
Metlife, Inc.408KUS$34.5M0.57%
Dillard's, Inc.65,318US$34.5M0.57%
The Hartford Insurance Group, Inc.260KUS$34.4M0.57%
Hasbro, Inc.415KUS$34.3M0.56%
Walt Disney Company (the)352KUS$33.9M0.56%
Ameriprise Financial, Inc.73,833US$33.9M0.56%
Abbvie Inc.135KUS$33.9M0.56%
General Motors Company438KUS$33.8M0.56%
Fidelity National Financial, Inc.712KUS$33.6M0.55%
New York Times Company (the)478KUS$33.5M0.55%
Cardinal Health, Inc.140KUS$33.2M0.55%
Ford Mtr Co Del2.37MUS$33M0.54%
Oscar Health, Inc.1.15MUS$32.9M0.54%
Las Vegas Sands Corp.710KUS$32.8M0.54%
Goldman Sachs Group, Inc. (the)32,224US$32.6M0.54%
Revvity, Inc.292KUS$32.5M0.54%
Invesco Ltd1.21MUS$31.9M0.53%
Jackson Financial Inc.310KUS$31.8M0.52%
Gildan Activewear Inc.613KUS$31.6M0.52%
Halozyme Therapeutics, Inc.404KUS$31.6M0.52%
Hca Healthcare, Inc.81,008US$31.6M0.52%
Centene Corporation487KUS$31.3M0.52%
Cvs Health Corporation302KUS$31.2M0.52%
Labcorp Holdings Inc.110KUS$30.7M0.51%
Bristol-myers Squibb Company528KUS$30.4M0.50%
Altria Group, Inc.418KUS$30.1M0.50%
Cencora, Inc.106KUS$29.9M0.49%
Regeneron Pharmaceuticals, Inc.47,775US$29.8M0.49%
Ge Healthcare Technologies Inc.461KUS$29.5M0.49%
Viatris Inc.1.86MUS$29.5M0.49%
Mckesson Corporation38,937US$29.4M0.49%
Solventum Corporation379KUS$29.3M0.48%
Eversource Energy (d/b/a)352KUS$25.5M0.42%
Timken Company (the)147KUS$21.4M0.35%
Portland General Electric Co377KUS$19.5M0.32%
Allison Transmission Holdings, Inc.147KUS$16.5M0.27%
Matson, Inc.84,392US$16.2M0.27%
Spire Inc.208KUS$16.2M0.27%
Acuity Inc.42,944US$16.2M0.27%
Adt Inc.2.44MUS$15.9M0.26%
Mueller Industries, Inc.129KUS$15.9M0.26%
Oshkosh Corporation (holding Company)101KUS$15.5M0.26%
Evergy, Inc.175KUS$15.2M0.25%
Masco Corporation185KUS$15.1M0.25%
Dte Energy Company98,812US$15.1M0.25%
Lear Corporation112KUS$15M0.25%
United Rentals, Inc.13,116US$14.9M0.25%
Consolidated Edison, Inc.133KUS$14.8M0.24%

Every holding of Wedge Capital Management L L P

Source

View original at SEC

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