Wedge Capital Management L L P

Wedge Capital Management L L P reported 480 holdings worth US$5.72B as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 13, 2026

Wedge Capital Management L L P reported 480 holdings worth US$5.72B as of Sep 30, 2026. Largest: Microsoft Corp., Ss&c Technologies Holdings, Inc. and Keysight Technologies Inc. Filed Oct 13, 2026 (Form 13F).

Holdings
480
Value as reported
US$5.72B

The filing in full

CompanySharesValue as reported% of portfolio
Microsoft Corp.161KUS$82.4M1.4%
Ss&c Technologies Holdings, Inc.1.03MUS$79M1.4%
Keysight Technologies Inc.217KUS$78.9M1.4%
Netapp, Inc.371KUS$78M1.4%
Lam Research Corporation236KUS$77.6M1.4%
Alphabet Inc (google) Class C223KUS$76.9M1.3%
Applied Materials, Inc.150KUS$76.7M1.3%
Amphenol Corporation909KUS$76.6M1.3%
Zebra Technologies Corporation204KUS$76.3M1.3%
Dropbox, Inc.2.24MUS$75.7M1.3%
Arrow Electronics, Inc.330KUS$74.8M1.3%
Avnet, Inc.747KUS$74.7M1.3%
Arista Networks, Inc.362KUS$73.7M1.3%
Clear Secure, Inc.1.74MUS$72.9M1.3%
Corpay, Inc.187KUS$72.5M1.3%
Texas Instruments Incorporated258KUS$72.3M1.3%
Dell Technologies Inc.132KUS$70.8M1.2%
Curtiss-wright Corporation128KUS$69.8M1.2%
Paycom Software, Inc.319KUS$69.4M1.2%
Cisco Systems, Inc.640KUS$68.9M1.2%
Td Synnex Corporation268KUS$68.8M1.2%
Autodesk, Inc.329KUS$68.7M1.2%
Lockheed Martin Corporation134KUS$68M1.2%
Hp Inc.2.14MUS$67.1M1.2%
Match Group, Inc.1.64MUS$65.7M1.1%
Jabil Inc.229KUS$65.6M1.1%
Hasbro, Inc.453KUS$39.7M0.69%
Reinsurance Group Of America, Incorporated149KUS$36.8M0.64%
Dillard's, Inc.53,322US$35.7M0.62%
Principal Financial Group Inc313KUS$35M0.61%
Tenet Healthcare Corporation137KUS$34.9M0.61%
Oscar Health, Inc.1.13MUS$34.8M0.61%
Synchrony Financial478KUS$33.9M0.59%
Amazon.com, Inc.136KUS$33.9M0.59%
Davita Inc.189KUS$33.1M0.58%
Metlife, Inc.347KUS$32.7M0.57%
Jackson Financial Inc.252KUS$32.5M0.57%
Victorias Secret & Co.366KUS$32.4M0.57%
Prudential Financial, Inc.285KUS$32.3M0.57%
Invesco Ltd1.06MUS$32.1M0.56%
The J.m. Smucker Company269KUS$32M0.56%
Ally Financial Inc.849KUS$31.9M0.56%
Franklin Resources, Inc.991KUS$31.8M0.56%
State Street Corporation182KUS$31.7M0.55%
Citigroup, Inc.244KUS$31.6M0.55%
T. Rowe Price Group, Inc.304KUS$31.6M0.55%
Ralph Lauren Corporation88,626US$31.5M0.55%
Voya Financial, Inc.332KUS$31.4M0.55%
Urban Outfitters, Inc.409KUS$31.3M0.55%
Unum Group355KUS$31.1M0.54%
Life Time Group Holdings, Inc.779KUS$31.1M0.54%
Zions Bancorporation N.a.493KUS$30.9M0.54%
Ameriprise Financial, Inc.62,779US$30.9M0.54%
Walt Disney Company (the)294KUS$30.8M0.54%
Target Corporation195KUS$30.5M0.53%
Murphy Usa Inc.60,406US$30.4M0.53%
The Hartford Insurance Group, Inc.248KUS$30.4M0.53%
Valley National Bancorp2.38MUS$30M0.52%
Tapestry, Inc.259KUS$29.8M0.52%
Fox Corporation528KUS$29.7M0.52%
Goldman Sachs Group, Inc. (the)32,712US$29.5M0.51%
Etsy, Inc.408KUS$29.2M0.51%
Expedia Group, Inc.110KUS$28.9M0.51%
Levi Strauss & Co1.44MUS$28.3M0.49%
Ford Mtr Co Del2.33MUS$28.1M0.49%
Fidelity National Financial, Inc.724KUS$28M0.49%
Five Below, Inc.127KUS$27.9M0.49%
General Motors Company363KUS$27.9M0.49%
Boot Barn Holdings, Inc.231KUS$27.8M0.49%
Pfizer, Inc.969KUS$27.6M0.48%
Autonation, Inc.172KUS$27M0.47%
Revvity, Inc.177KUS$27M0.47%
Hca Healthcare, Inc.62,812US$26.8M0.47%
Viatris Inc.1.49MUS$26.5M0.46%
Gildan Activewear Inc.620KUS$26.4M0.46%
Altria Group, Inc.390KUS$26.3M0.46%
Bristol-myers Squibb Company416KUS$25.9M0.45%
Halozyme Therapeutics, Inc.235KUS$25.9M0.45%
Mckesson Corporation30,349US$25.9M0.45%
Solventum Corporation293KUS$25.8M0.45%
Regeneron Pharmaceuticals, Inc.33,733US$25.6M0.45%
Baxter International Inc.1.07MUS$25.6M0.45%
Centene Corporation409KUS$25.4M0.44%
Avantor, Inc.1.69MUS$25.4M0.44%
Elevance Health, Inc.65,018US$25.3M0.44%
Cardinal Health, Inc.113KUS$25.2M0.44%
Cvs Health Corporation291KUS$25M0.44%
Ge Healthcare Technologies Inc.380KUS$24.8M0.43%
Unitedhealth Group Incorporated67,457US$24.8M0.43%
The Kraft Heinz Company1.09MUS$24.7M0.43%
Cencora, Inc.81,714US$24.5M0.43%
Eversource Energy (d/b/a)377KUS$24.2M0.42%
Portland General Electric Co384KUS$17.1M0.30%
Timken Company (the)143KUS$16.7M0.29%
Mueller Industries, Inc.261KUS$15.8M0.28%
Murphy Oil Corporation425KUS$15.7M0.28%
Apa Corporation373KUS$15.5M0.27%
Spire Inc.202KUS$15.4M0.27%
Chord Energy Corporation109KUS$14.6M0.25%
Adt Inc.2.32MUS$14.1M0.25%

Every holding of Wedge Capital Management L L P

Source

View original at SEC

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