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WEDGE CAPITAL MANAGEMENT L L P/NC
Period ended Sep 30, 2026 · Latest filing Oct 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $5,724,628,200
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- Microsoft Corp · COM · 594918104 · shares: $82,366,098
- SS&C Technologies Holdings Inc · COM · 78467J100 · shares: $79,036,749
- Keysight Technologies Inc · COM · 49338L103 · shares: $78,896,933
- NetApp Inc · COM · 64110D104 · shares: $78,013,838
- Lam Research Corp New · COM · 512807306 · shares: $77,607,531
- Alphabet Inc Cap Stock Cl A · COM · 02079K305 · shares: $76,896,031
- Applied Materials Inc · COM · 038222105 · shares: $76,670,181
- Amphenol Corp · COM · 032095101 · shares: $76,643,705
- Zebra Technologies Corp · COM · 989207105 · shares: $76,294,111
- DROPBOX INC · COM · 26210C104 · shares: $75,705,864
Reported holdings
480 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Gates Industrial Corp Ltd | COM | G39104107 | — | 616,799 shares | $16,160,134 |
| Mueller Industries Inc | COM | 624756102 | — | 260,873 shares | $15,811,513 |
| Murphy Oil Corp | COM | 626717102 | — | 425,267 shares | $15,743,384 |
| APA Corporation | COM | 03743Q108 | — | 373,431 shares | $15,512,324 |
| Spire Inc | COM | 84857L101 | — | 202,253 shares | $15,389,431 |
| Chord Energy Corp | COM | 674215207 | — | 108,796 shares | $14,586,280 |
| ADT Inc | COM | 00090Q103 | — | 2,315,664 shares | $14,079,237 |
| T-Mobile US Inc | COM | 872590104 | — | 85,623 shares | $13,963,399 |
| Allison Transmission Holdings | COM | 01973R101 | — | 122,804 shares | $13,908,781 |
| Duke Energy Corp | COM | 26441C204 | — | 121,346 shares | $13,834,657 |
| DTE Energy Co | COM | 233331107 | — | 112,342 shares | $13,683,256 |
| Lear Corp | COM | 521865204 | — | 115,676 shares | $13,653,238 |
| UGI Corp | COM | 902681105 | — | 379,387 shares | $13,532,734 |
| Matson Inc | COM | 57686G105 | — | 61,559 shares | $13,520,819 |
| Verizon Communications Inc | COM | 92343V104 | — | 294,392 shares | $13,503,761 |
| Evergy Inc | COM | 30034W106 | — | 172,019 shares | $13,493,170 |
| Shell PLC Spon ADS | COM | 780259305 | — | 141,720 shares | $13,470,486 |
| FirstEnergy Corp | COM | 337932107 | — | 304,988 shares | $13,215,130 |
| BP p.l.c. | COM | 055622104 | — | 299,802 shares | $13,188,290 |
| California Resources Corp Stoc | COM | 13057Q305 | — | 248,901 shares | $12,644,171 |
| Occidental Petroleum Corp | COM | 674599105 | — | 227,380 shares | $12,578,662 |
| Ovintiv Inc | COM | 69047Q102 | — | 216,772 shares | $12,533,757 |
| Weatherford Intl PLC | COM | G48833118 | — | 157,129 shares | $12,362,910 |
| Halliburton Co | COM | 406216101 | — | 387,433 shares | $12,320,369 |
| Chesapeake Energy Corp | COM | 165167735 | — | 146,126 shares | $12,287,735 |
| Slb Limited Com Stk | COM | 806857108 | — | 251,220 shares | $12,239,438 |
| Totalenergies SE EUR | COM | F92124100 | — | 143,139 shares | $12,238,385 |
| Baker Hughes Company | COM | 05722G100 | — | 221,769 shares | $12,175,118 |
| CSX Corp | COM | 126408103 | — | 260,354 shares | $12,109,065 |
| Emerson Electric Co | COM | 291011104 | — | 77,757 shares | $12,060,111 |
| 3M Co | COM | 88579Y101 | — | 73,238 shares | $12,022,018 |
| Acuity Inc | COM | 00508Y102 | — | 38,536 shares | $11,938,838 |
| Vontier Corporation | COM | 928881101 | — | 379,265 shares | $11,908,921 |
| Aptiv PLC Com | COM | G3265R107 | — | 275,787 shares | $11,864,357 |
| Parker-Hannifin Corp | COM | 701094104 | — | 12,342 shares | $11,791,794 |
| A.O. Smith Corporation | COM | 831865209 | — | 209,124 shares | $11,788,320 |
| United Rentals Inc | COM | 911363109 | — | 11,737 shares | $11,746,155 |
| Nov Inc | COM | 62955J103 | — | 626,119 shares | $11,727,209 |
| Snap-on Inc | COM | 833034101 | — | 32,124 shares | $11,672,255 |
| Masco Corp | COM | 574599106 | — | 173,037 shares | $11,662,694 |
| Carlisle Cos Inc | COM | 142339100 | — | 35,973 shares | $11,589,421 |
| United Parcel Service Inc Cl B | COM | 911312106 | — | 122,188 shares | $11,417,247 |
| Dover Corp | COM | 260003108 | — | 60,850 shares | $11,381,993 |
| Core & Main Inc Cl A | COM | 21874C102 | — | 274,267 shares | $11,376,595 |
| BorgWarner Inc | COM | 099724106 | — | 187,298 shares | $11,258,483 |
| Autoliv Inc | COM | 052800109 | — | 100,417 shares | $11,235,658 |
| EMCOR Group Inc | COM | 29084Q100 | — | 14,878 shares | $11,225,302 |
| Ryder System Inc | COM | 783549108 | — | 49,228 shares | $11,217,092 |
| CF Industries Holdings Inc | COM | 125269100 | — | 96,869 shares | $11,159,309 |
| Jacobs Solutions Inc | COM | 46982L108 | — | 81,466 shares | $11,019,906 |
| Cummins Inc | COM | 231021106 | — | 20,886 shares | $10,789,081 |
| Pentair plc | COM | G7S00T104 | — | 203,309 shares | $10,773,344 |
| AGCO Corp | COM | 001084102 | — | 94,189 shares | $10,759,209 |
| Oshkosh Corp | COM | 688239201 | — | 81,318 shares | $10,475,385 |
| Middleby Corp | COM | 596278101 | — | 99,771 shares | $10,334,280 |
| Owens Corning | COM | 690742101 | — | 87,406 shares | $10,203,776 |
| The Mosaic Co | COM | 61945C103 | — | 463,188 shares | $10,028,020 |
| Science Applications Intl Corp | COM | 808625107 | — | 73,230 shares | $9,341,219 |
| Eastman Chemical Co | COM | 277432100 | — | 142,729 shares | $9,254,548 |
| Commercial Metals Co | COM | 201723103 | — | 147,180 shares | $9,139,878 |
| Sonoco Products Co | COM | 835495102 | — | 186,282 shares | $9,094,287 |
| Universal Health Services Inc | COM | 913903100 | — | 50,043 shares | $8,720,493 |
| WESCO Intl Inc | COM | 95082P105 | — | 23,856 shares | $8,578,379 |
| Gartner Inc | COM | 366651107 | — | 45,205 shares | $8,432,541 |
| Diodes Inc | COM | 254543101 | — | 85,608 shares | $8,285,998 |
| Mastec Inc | COM | 576323109 | — | 37,911 shares | $8,098,548 |
| Axis Capital Holdings Ltd | COM | G0692U109 | — | 84,859 shares | $7,993,718 |
| NVIDIA Corp | COM | 67066G104 | — | 34,012 shares | $7,767,661 |
| Apple Inc | COM | 037833100 | — | 22,866 shares | $7,614,835 |
| Carnival Corp Ltd Common Share | COM | G2004J103 | — | 310,291 shares | $7,614,541 |
| C.H. Robinson Worldwide Inc | COM | 12541W209 | — | 51,442 shares | $7,611,358 |
| STAG Industrial Inc | COM | 85254J102 | — | 209,792 shares | $7,512,652 |
| Regal Rexnord Corporation Com | COM | 758750103 | — | 46,730 shares | $7,248,290 |
| Dollar Tree Inc | COM | 256746108 | — | 62,987 shares | $7,181,778 |
| Leidos Holdings Inc | COM | 525327102 | — | 58,887 shares | $7,174,203 |
| Tyson Foods Inc | COM | 902494103 | — | 132,769 shares | $6,708,818 |
| Signet Jewelers Limited | COM | G81276100 | — | 65,034 shares | $6,654,929 |
| Reliance Inc Com | COM | 759509102 | — | 16,973 shares | $6,530,362 |
| Archer-Daniels-Midland Co | COM | 039483102 | — | 81,761 shares | $6,490,188 |
| Korn Ferry | COM | 500643200 | — | 90,061 shares | $6,447,467 |
| Packaging Corp of America | COM | 695156109 | — | 28,093 shares | $6,440,601 |
| Builders FirstSource Inc | COM | 12008R107 | — | 112,262 shares | $6,400,057 |
| Ingredion Inc | COM | 457187102 | — | 66,477 shares | $6,369,161 |
| Sensata Technologies Hldng plc | COM | G8060N102 | — | 153,009 shares | $6,359,054 |
| Amcor PLC | COM | G0250X149 | — | 151,549 shares | $6,343,841 |
| Nucor Corp | COM | 670346105 | — | 26,818 shares | $6,268,708 |
| Bunge Global SA Com | COM | H11356104 | — | 58,287 shares | $6,233,795 |
| Steel Dynamics Inc | COM | 858119100 | — | 27,700 shares | $6,138,597 |
| Ufp Industries Inc | COM | 90278Q108 | — | 78,356 shares | $6,050,650 |
| LyondellBasell Industries N.V. | COM | N53745100 | — | 104,964 shares | $6,032,281 |
| Jbt Marel Corporation Com | COM | 477839104 | — | 56,902 shares | $6,008,282 |
| Applied Industrial Technologie | COM | 03820C105 | — | 17,719 shares | $5,887,847 |
| Gen Digital Inc Com | COM | 668771108 | — | 260,414 shares | $5,734,316 |
| McGrath RentCorp Com | COM | 580589109 | — | 48,388 shares | $5,533,168 |
| NMI Holdings Inc Cl A | COM | 629209305 | — | 142,420 shares | $5,315,114 |
| AECOM | COM | 00766T100 | — | 89,762 shares | $5,291,470 |
| RingCentral Inc Cl A | COM | 76680R206 | — | 67,378 shares | $5,033,137 |
| Conagra Brands Inc | COM | 205887102 | — | 371,726 shares | $4,995,997 |
| Benchmark Electronics Inc | COM | 08160H101 | — | 59,896 shares | $4,965,977 |
| Sabra Health Care REIT Inc | COM | 78573L106 | — | 244,743 shares | $4,826,332 |