Holdings
Hodges Capital Management Inc.
As of Jun 30, 2026, Hodges Capital Management Inc. reported 207 positions worth US$1.46B. Largest: Terawulf Inc., Micron Technology, Inc. and Texas Pacific Land Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Terawulf Inc. | 2.23M | US$55M | −276K | Jun 30, 2026 |
| Micron Technology, Inc. | 45,882 | US$53M | −16,650 | Jun 30, 2026 |
| Texas Pacific Land Corporation | 101K | US$44.3M | −4,194 | Jun 30, 2026 |
| Nvidia Corporation | 214K | US$42.7M | +520 | Jun 30, 2026 |
| Sharkninja, Inc. | 277K | US$42.1M | −4,283 | Jun 30, 2026 |
| Eagle Materials Inc | 148K | US$33.4M | −688 | Jun 30, 2026 |
| Applied Materials, Inc. | 44,597 | US$32.2M | +910 | Jun 30, 2026 |
| Geo Group Inc (the) Reit | 980K | US$29M | −149K | Jun 30, 2026 |
| Freeport-mcmoran, Inc. | 447K | US$28.1M | −20,427 | Jun 30, 2026 |
| Powell Industries, Inc. | 96,447 | US$27.6M | +55,654 | Jun 30, 2026 |