13F holdings
WEDGE CAPITAL MANAGEMENT L L P/NC portfolio
Managed by . 527 reported positions worth $5.4B as of 2026-03-31, filed with the SEC on 2026-04-13. Parsed from the filing itself, not a reseller.
$5.4B
Book value
527
Positions
11%
Top 10 weight
+52
New this quarter
-36
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 13 days old on 2026-04-13, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (52)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| CPAY | Corpay Inc | $53.1M | 182,341 | 0.98% |
| TROW | T. Rowe Price Group Inc | $28.4M | 314,998 | 0.52% |
| RVTY | Revvity Inc Com | $25.8M | 294,311 | 0.48% |
| CNC | Centene Corp | $24.4M | 746,025 | 0.45% |
| CRC | California Resources Corp Stoc | $14.6M | 210,652 | 0.27% |
| APTV | Aptiv PLC Com | $10.3M | 148,914 | 0.19% |
| AMCR | Amcor PLC | $7.1M | 177,361 | 0.13% |
| SWKS | Skyworks Solutions Inc | $6.5M | 121,214 | 0.12% |
| AMTM | Amentum Holdings Inc Ccom | $4.3M | 164,666 | 0.08% |
| DLB | Dolby Laboratories Inc | $3.0M | 50,520 | 0.06% |
| AHCO | Adapthealth Corp Common Stock | $2.8M | 236,689 | 0.05% |
| SPB | Spectrum Brands Holdings Inc | $2.7M | 36,649 | 0.05% |
| SCSC | ScanSource Inc | $2.6M | 71,222 | 0.05% |
| AOSL | Alpha & Omega Semiconductor Lt | $2.5M | 112,554 | 0.05% |
| PENG | Penguin Solutions Inc | $2.5M | 140,878 | 0.05% |
| GBX | Greenbrier Cos Inc | $2.4M | 44,795 | 0.04% |
| FMBH | First Mid Bancshares Inc | $2.3M | 55,030 | 0.04% |
| ICUI | Icu Medical Inc | $2.2M | 17,327 | 0.04% |
| TMP | Tompkins Financial Corporation | $2.2M | 28,334 | 0.04% |
| BVS | Bioventus Inc Cl A | $2.2M | 241,826 | 0.04% |
| TCBI | Texas Capital Bancshares Inc | $2.2M | 22,714 | 0.04% |
| QTWO | Q2 Holdings Inc | $2.0M | 43,046 | 0.04% |
| CWT | California Wtr Svc Group | $2.0M | 44,565 | 0.04% |
| MGEE | MGE Energy Inc | $2.0M | 25,903 | 0.04% |
| DORM | Dorman Products Inc | $2.0M | 18,764 | 0.04% |
Closed out (36)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| ZM | Zoom Video Communications Inc | $61.3M | 710,304 | 0.00% |
| IDCC | InterDigital Inc | $57.1M | 179,364 | 0.00% |
| WYNN | Wynn Resorts Ltd | $34.7M | 288,148 | 0.00% |
| SLM | SLM Corp | $30.6M | 1,129,053 | 0.00% |
| PPL | PPL Corp | $16.0M | 457,067 | 0.00% |
| CIVI | Civitas Resources Inc New | $9.7M | 357,250 | 0.00% |
| DG | Dollar General Corp | $9.2M | 69,480 | 0.00% |
| PHM | PulteGroup Inc | $6.9M | 58,854 | 0.00% |
| SYY | Sysco Corp | $6.8M | 92,541 | 0.00% |
| AMCR | Amcor PLC | $5.9M | 711,351 | 0.00% |
| 8TG | Thermon Group Holdings Inc | $5.3M | 142,253 | 0.00% |
| CADE | Cadence Bank Com | $4.4M | 103,866 | 0.00% |
| AVT | Avnet Inc | $4.2M | 87,259 | 0.00% |
| WLK | Westlake Corporation | $3.2M | 42,841 | 0.00% |
| NSA* | National Storage Affiliates Tr | $2.9M | 104,480 | 0.00% |
| UCTT | Ultra Clean Holdings Inc | $2.8M | 111,441 | 0.00% |
| Select Med Holdings Corp | Select Med Holdings Corp | $2.8M | 186,250 | 0.00% |
| PLUS | ePlus Inc | $2.4M | 27,744 | 0.00% |
| ATEN | A10 Networks Inc | $2.1M | 120,897 | 0.00% |
| IIPR | Innovative Industrial Properti | $2.0M | 43,022 | 0.00% |
| AM6 | Amicus Therapeutics Inc | $1.8M | 129,224 | 0.00% |
| CXW | Corecivic Inc | $1.7M | 87,257 | 0.00% |
| UTI | Universal Technical Inst Inc | $1.7M | 63,327 | 0.00% |
| Pinnacle Financial Partn | Pinnacle Financial Partners In | $1.6M | 16,266 | 0.00% |
| OII | Oceaneering Intl Inc | $1.5M | 60,742 | 0.00% |
Added to (197)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| TXN | Texas Instruments Inc | $58.5M | 301,380 | 1.08% | +531% |
| AMAT | Applied Materials Inc | $58.0M | 169,790 | 1.07% | +10777% |
| NTAP | NetApp Inc | $58.0M | 566,483 | 1.07% | +5% |
| LMT | Lockheed Martin Corp | $57.9M | 95,859 | 1.07% | +21886% |
| LDOS | Leidos Holdings Inc | $57.1M | 367,367 | 1.05% | +3% |
| ADSK | Autodesk Inc | $56.6M | 236,393 | 1.04% | +22% |
| MSFT | Microsoft Corp | $56.5M | 152,752 | 1.04% | +17% |
| SSNC | SS&C Technologies Holdings Inc | $55.9M | 826,841 | 1.03% | +8% |
| DBX | DROPBOX INC | $54.0M | 2,378,062 | 1.00% | +6% |
| CDNS | Cadence Design Systems Inc | $53.9M | 194,144 | 1.00% | +13% |
| CTSH | Cognizant Technology Solutions | $53.0M | 864,021 | 0.98% | +6% |
| PAYX | Paychex Inc | $52.0M | 563,967 | 0.96% | +2% |
| CCL1EUR | Carnival Corp | $40.6M | 1,569,169 | 0.75% | +10% |
| TSN | Tyson Foods Inc | $36.0M | 562,188 | 0.66% | +570% |
| DDS | Dillard's Inc | $35.1M | 61,411 | 0.65% | +10% |
Trimmed (244)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| INTU | Intuit Inc | $266,778 | 617 | 0.00% | -99% |
| GILD | Gilead Sciences Inc | $298,252 | 2,140 | 0.01% | -99% |
| UBER | Uber Technologies Inc | $320,952 | 4,462 | 0.01% | -99% |
| PFE | Pfizer Inc | $420,779 | 14,985 | 0.01% | -99% |
| META | Meta Platforms Inc | $1.7M | 2,944 | 0.03% | -97% |
| EOG | EOG Resources Inc | $2.2M | 15,199 | 0.04% | -88% |
| BCC | Boise Cascade Co | $2.0M | 26,487 | 0.04% | -84% |
| SWX | Southwest Gas Hldgs Inc Com | $3.4M | 39,507 | 0.06% | -83% |
| SM | SM Energy Co | $3.2M | 103,578 | 0.06% | -83% |
| NXST | Nexstar Media Group Inc | $1.7M | 9,540 | 0.03% | -60% |
| TDY | Teledyne Technologies Inc | $392,651 | 649 | 0.01% | -60% |
| IPGP | Ipg Photonics Corp | $1.9M | 16,456 | 0.03% | -57% |
| EHC | Encompass Health Corp | $308,182 | 3,186 | 0.01% | -48% |
| LAMR | Lamar Advertising Co | $251,040 | 1,982 | 0.00% | -47% |
| LNT | Alliant Energy Corp | $365,187 | 5,089 | 0.01% | -46% |
The book
Largest 150 of 527 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| SNX | Td Synnex Corporation | $65.3M | 386,903 | 1.20% | — |
| DELL | Dell Technologies Inc Cl C | $65.1M | 396,755 | 1.20% | — |
| CW | Curtiss-Wright Corp | $61.3M | 90,045 | 1.13% | — |
| NXT | Nextpower Inc | $60.3M | 500,485 | 1.11% | — |
| JBL | Jabil Inc | $60.3M | 227,047 | 1.11% | — |
| FN | Fabrinet | $60.3M | 115,550 | 1.11% | — |
| KLAC | KLA-Tencor Corp | $60.0M | 40,757 | 1.11% | — |
| CSCO | Cisco Systems Inc | $59.9M | 771,735 | 1.11% | — |
| GOOGL | Alphabet Inc Cap Stock Cl A | $59.7M | 207,755 | 1.10% | — |
| TXN | Texas Instruments Inc | $58.5M | 301,380 | 1.08% | — |
| KEYS | Keysight Technologies Inc | $58.0M | 205,551 | 1.07% | — |
| AMAT | Applied Materials Inc | $58.0M | 169,790 | 1.07% | — |
| NTAP | NetApp Inc | $58.0M | 566,483 | 1.07% | — |
| LMT | Lockheed Martin Corp | $57.9M | 95,859 | 1.07% | — |
| LDOS | Leidos Holdings Inc | $57.1M | 367,367 | 1.05% | — |
| ADSK | Autodesk Inc | $56.6M | 236,393 | 1.04% | — |
| MSFT | Microsoft Corp | $56.5M | 152,752 | 1.04% | — |
| LRCX | Lam Research Corp New | $56.0M | 262,308 | 1.03% | — |
| SSNC | SS&C Technologies Holdings Inc | $55.9M | 826,841 | 1.03% | — |
| TEL | TE Connectivity PLC | $55.8M | 266,866 | 1.03% | — |
| STX | Seagate Technology Hldngs PLC | $55.6M | 141,881 | 1.03% | — |
| DBX | DROPBOX INC | $54.0M | 2,378,062 | 1.00% | — |
| CDNS | Cadence Design Systems Inc | $53.9M | 194,144 | 1.00% | — |
| APH | Amphenol Corp | $53.4M | 422,830 | 0.99% | — |
| CPAY | Corpay Inc | $53.1M | 182,341 | 0.98% | — |
| CTSH | Cognizant Technology Solutions | $53.0M | 864,021 | 0.98% | — |
| ANET | Arista Networks Inc | $53.0M | 431,665 | 0.98% | — |
| PAYX | Paychex Inc | $52.0M | 563,967 | 0.96% | — |
| RPRX | Royalty Pharma Plc Class A | $42.7M | 890,840 | 0.79% | — |
| CCL1EUR | Carnival Corp | $40.6M | 1,569,169 | 0.75% | — |
| CASY | Caseys General Stores Inc | $37.8M | 51,884 | 0.70% | — |
| NYT | New York Times Co Cl A | $37.2M | 444,864 | 0.69% | — |
| DVA | DaVita Inc | $37.1M | 241,328 | 0.68% | — |
| TSN | Tyson Foods Inc | $36.0M | 562,188 | 0.66% | — |
| PFG | Principal Financial Group Inc | $35.2M | 390,352 | 0.65% | — |
| DDS | Dillard's Inc | $35.1M | 61,411 | 0.65% | — |
| GRMN | Garmin Ltd | $35.1M | 151,248 | 0.65% | — |
| TPR | Tapestry Inc | $34.8M | 246,647 | 0.64% | — |
| BYD | Boyd Gaming Corp | $34.2M | 415,617 | 0.63% | — |
| LTH | Life Time Group Holdings Inc C | $34.1M | 1,266,934 | 0.63% | — |
| HAS | Hasbro Inc | $33.8M | 361,505 | 0.62% | — |
| ALLY | Ally Financial Inc | $33.8M | 862,016 | 0.62% | — |
| AN | AutoNation Inc | $33.8M | 172,854 | 0.62% | — |
| RF | Regions Financial Corp | $33.0M | 1,263,493 | 0.61% | — |
| M | Macy's Inc | $32.9M | 1,818,191 | 0.61% | — |
| LVS | Las Vegas Sands Corp | $32.8M | 608,593 | 0.61% | — |
| UTHR | United Therapeutics Corp | $32.4M | 54,673 | 0.60% | — |
| SYF | Synchrony Financial | $32.3M | 474,357 | 0.60% | — |
| RL | Ralph Lauren Corp | $32.2M | 93,645 | 0.59% | — |
| VLY | Valley National Bancorp | $32.1M | 2,612,297 | 0.59% | — |
| URBN | Urban Outfitters Inc | $32.0M | 505,611 | 0.59% | — |
| BKNG | Booking Holdings Inc | $32.0M | 7,605 | 0.59% | — |
| HIG | Hartford Insurance Group Inc C | $32.0M | 236,456 | 0.59% | — |
| STT | State Street Corp | $31.8M | 251,146 | 0.59% | — |
| HCA | HCA Healthcare Inc | $31.5M | 66,540 | 0.58% | — |
| JNJ | Johnson & Johnson | $31.4M | 128,573 | 0.58% | — |
| ZION | Zions Bancorporation | $31.4M | 544,243 | 0.58% | — |
| GM | General Motors Co | $31.2M | 418,849 | 0.58% | — |
| DIS | The Walt Disney Co | $31.2M | 323,292 | 0.58% | — |
| AER | AerCap Holdings NV | $31.0M | 225,645 | 0.57% | — |
| C | Citigroup Inc | $30.9M | 272,754 | 0.57% | — |
| GS | The Goldman Sachs Group Inc | $30.8M | 36,460 | 0.57% | — |
| JXN | Jackson Financial Inc Cl A | $30.8M | 291,691 | 0.57% | — |
| REGN | Regeneron Pharmaceuticals | $30.7M | 39,712 | 0.57% | — |
| F | Ford Motor Co | $30.6M | 2,652,171 | 0.56% | — |
| UNM | Unum Group | $30.6M | 418,832 | 0.56% | — |
| THC | Tenet Healthcare Corp New | $30.4M | 160,975 | 0.56% | — |
| JAZZ | Jazz Pharmaceuticals plc | $30.2M | 160,006 | 0.56% | — |
| TFX | Teleflex Inc | $30.1M | 251,717 | 0.56% | — |
| MO | Altria Group Inc | $30.0M | 455,056 | 0.55% | — |
| IVZ | Invesco Ltd | $30.0M | 1,236,013 | 0.55% | — |
| VOYA | Voya Financial Inc | $30.0M | 439,235 | 0.55% | — |
| GIL | Gildan Activewear Inc | $29.9M | 537,794 | 0.55% | — |
| BMY | Bristol-Myers Squibb Co | $29.9M | 492,985 | 0.55% | — |
| BEN | Franklin Resources Inc | $29.5M | 1,246,976 | 0.54% | — |
| CAH | Cardinal Health Inc | $29.3M | 138,609 | 0.54% | — |
| PRU | Prudential Financial Inc | $29.2M | 299,137 | 0.54% | — |
| MET | MetLife Inc | $29.2M | 412,511 | 0.54% | — |
| BOOT | Boot Barn Holdings Inc | $28.9M | 197,253 | 0.53% | — |
| LH | Labcorp Holdings Inc | $28.8M | 107,832 | 0.53% | — |
| AMP | Ameriprise Financial Inc | $28.7M | 64,526 | 0.53% | — |
| TROW | T. Rowe Price Group Inc | $28.4M | 314,998 | 0.52% | — |
| EXPE | Expedia Group Inc | $28.4M | 122,799 | 0.52% | — |
| MCK | McKesson Corp | $27.5M | 31,796 | 0.51% | — |
| ABBV | AbbVie Inc | $27.2M | 125,199 | 0.50% | — |
| FNF | Fidelity Natl Financial Inc | $26.8M | 577,766 | 0.49% | — |
| VTRS | Viatris Inc | $26.3M | 1,944,173 | 0.48% | — |
| CVS | CVS Health Corp | $25.9M | 360,143 | 0.48% | — |
| RVTY | Revvity Inc Com | $25.8M | 294,311 | 0.48% | — |
| GEHC | GE Healthcare Technologies Inc | $25.7M | 360,821 | 0.47% | — |
| COR | Cencora Inc Com | $25.3M | 80,646 | 0.47% | — |
| SOLV | Solventum Corp | $25.1M | 383,662 | 0.46% | — |
| CNC | Centene Corp | $24.4M | 746,025 | 0.45% | — |
| POR | Portland General Electric Co | $23.3M | 441,995 | 0.43% | — |
| ES | Eversource Energy | $21.6M | 311,407 | 0.40% | — |
| SR | Spire Inc | $19.3M | 212,965 | 0.36% | — |
| APA | APA Corporation | $19.1M | 449,997 | 0.35% | — |
| FE | FirstEnergy Corp | $18.0M | 356,271 | 0.33% | — |
| VZ | Verizon Communications Inc | $17.7M | 352,751 | 0.33% | — |
| MUR | Murphy Oil Corp | $17.6M | 427,674 | 0.33% | — |
| CHRD | Chord Energy Corp | $17.6M | 123,586 | 0.32% | — |
| DTE | DTE Energy Co | $17.3M | 118,337 | 0.32% | — |
| TKR | The Timken Co | $17.2M | 171,376 | 0.32% | — |
| EVRG | Evergy Inc | $17.2M | 210,240 | 0.32% | — |
| OVV | Ovintiv Inc | $17.2M | 289,059 | 0.32% | — |
| TMUS | T-Mobile US Inc | $16.8M | 79,991 | 0.31% | — |
| SLB | Slb Limited Com Stk | $16.6M | 323,454 | 0.31% | — |
| CSL | Carlisle Cos Inc | $16.1M | 48,224 | 0.30% | — |
| ALSN | Allison Transmission Holdings | $15.9M | 135,812 | 0.29% | — |
| OXY | Occidental Petroleum Corp | $15.8M | 243,087 | 0.29% | — |
| UGI | UGI Corp | $15.8M | 432,725 | 0.29% | — |
| NRG | NRG Energy Inc | $15.2M | 104,046 | 0.28% | — |
| DOV | Dover Corp | $14.7M | 70,487 | 0.27% | — |
| TTE | Totalenergies SE EUR | $14.6M | 160,970 | 0.27% | — |
| MATX | Matson Inc | $14.6M | 89,264 | 0.27% | — |
| Gates Industrial Corp pl | Gates Industrial Corp plc | $14.6M | 646,486 | 0.27% | — |
| HAL | Halliburton Co | $14.6M | 374,352 | 0.27% | — |
| CRC | California Resources Corp Stoc | $14.6M | 210,652 | 0.27% | — |
| MLI | Mueller Industries Inc | $14.1M | 127,046 | 0.26% | — |
| DVN | Devon Energy Corp | $13.9M | 276,351 | 0.26% | — |
| BP | BP p.l.c. | $13.9M | 295,537 | 0.26% | — |
| SHEL | Shell PLC Spon ADS | $13.9M | 149,243 | 0.26% | — |
| LEA | Lear Corp | $13.6M | 112,660 | 0.25% | — |
| ADT | ADT Inc | $13.6M | 2,069,795 | 0.25% | — |
| WFRD | Weatherford Intl PLC | $13.5M | 142,215 | 0.25% | — |
| CF | CF Industries Holdings Inc | $13.4M | 103,265 | 0.25% | — |
| BKR | Baker Hughes Company | $13.1M | 214,209 | 0.24% | — |
| NOV | Nov Inc | $12.6M | 669,114 | 0.23% | — |
| CSX | CSX Corp | $12.3M | 299,410 | 0.23% | — |
| R | Ryder System Inc | $12.1M | 58,987 | 0.22% | — |
| EME | EMCOR Group Inc | $11.6M | 15,754 | 0.21% | — |
| GPC | Genuine Parts Co | $11.5M | 109,191 | 0.21% | — |
| CMI | Cummins Inc | $11.5M | 21,458 | 0.21% | — |
| PH | Parker-Hannifin Corp | $11.3M | 12,653 | 0.21% | — |
| OSK | Oshkosh Corp | $11.3M | 76,946 | 0.21% | — |
| UPS | United Parcel Service Inc Cl B | $11.3M | 115,026 | 0.21% | — |
| BWA | BorgWarner Inc | $11.3M | 207,922 | 0.21% | — |
| EMN | Eastman Chemical Co | $11.2M | 146,124 | 0.21% | — |
| SNA | Snap-on Inc | $11.1M | 30,541 | 0.20% | — |
| AYI | Acuity Inc | $11.1M | 39,466 | 0.20% | — |
| AGCO | AGCO Corp | $10.8M | 93,528 | 0.20% | — |
| J | Jacobs Solutions Inc | $10.8M | 84,657 | 0.20% | — |
| ALV | Autoliv Inc | $10.7M | 101,289 | 0.20% | — |
| OC | Owens Corning | $10.6M | 98,313 | 0.20% | — |
| CNM | Core & Main Inc Cl A | $10.6M | 214,157 | 0.20% | — |
| VNT | Vontier Corporation | $10.6M | 297,652 | 0.19% | — |
| EMR | Emerson Electric Co | $10.5M | 80,222 | 0.19% | — |
| MAS | Masco Corp | $10.5M | 173,492 | 0.19% | — |
| MMM | 3M Co | $10.4M | 71,861 | 0.19% | — |
| MIDD | Middleby Corp | $10.4M | 78,520 | 0.19% | — |
This table is the 150 largest positions by value, out of 527 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by WEDGE CAPITAL MANAGEMENT L L P/NC (CIK 1015308, accession 0001015308-26-000004). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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