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Fuller & Thaler Asset Management, Inc.
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Back to Fuller & Thaler Asset Management, Inc.
F&
Fuller & Thaler Asset Management, Inc.
Quarter-over-quarter position changes
527 changes
All actions
All impact
Action
Company
Quarter
↓
Δ shares
Δ %
Held after
Flow
Impact
New
Figma, Inc.
FIG
Mar 31, 2026
+2,543,373
New
2,543,373
$53.77M
high
New
Trex Co Inc
Mar 31, 2026
+1,474,843
New
1,474,843
$53.71M
high
Trimmed
Kontoor Brands, Inc.
Mar 31, 2026
-754,884
-71%
301,469
$53.06M
high
Trimmed
FNB CORP/PA
Mar 31, 2026
-3,145,499
-15%
17,867,600
$52.59M
high
Added
IPG PHOTONICS CORP
Mar 31, 2026
+457,322
+483%
551,992
$52.40M
high
Exited
Intapp, Inc.
Mar 31, 2026
-1,134,697
-100%
0
$51.99M
high
Trimmed
COMMERCIAL METALS Co
Mar 31, 2026
-842,527
-22%
2,975,302
$51.76M
high
New
Planet Labs PBC
Mar 31, 2026
+1,850,668
New
1,850,668
$51.73M
high
Exited
KOHLS Corp
Mar 31, 2026
-2,439,777
-100%
0
$49.80M
medium
Added
LKQ Corp
Mar 31, 2026
+1,683,893
+20%
9,942,144
$49.46M
medium
Exited
ONESTREAM, INC.
Mar 31, 2026
-2,592,382
-100%
0
$47.65M
medium
Added
STIFEL FINANCIAL CORP
Mar 31, 2026
+628,033
+106%
1,218,982
$46.42M
medium
Exited
TopBuild Corp
Mar 31, 2026
-110,435
-100%
0
$46.07M
medium
Added
BORGWARNER INC
Mar 31, 2026
+847,563
+26%
4,122,005
$45.99M
medium
New
PEGASYSTEMS INC
Mar 31, 2026
+1,069,134
New
1,069,134
$45.50M
medium
Trimmed
PATTERSON UTI ENERGY INC
Mar 31, 2026
-4,179,605
-25%
12,253,350
$45.27M
medium
Trimmed
GRANITE CONSTRUCTION INC
Mar 31, 2026
-373,872
-31%
849,271
$44.82M
medium
Exited
TEGNA INC
Mar 31, 2026
-2,233,662
-100%
0
$43.36M
medium
New
Celsius Holdings, Inc.
Mar 31, 2026
+1,219,168
New
1,219,168
$43.26M
medium
Exited
Commvault Systems Inc
Mar 31, 2026
-321,591
-100%
0
$40.31M
medium
New
NMI Holdings, Inc.
Mar 31, 2026
+1,070,580
New
1,070,580
$40.16M
medium
Trimmed
Frontdoor, Inc.
Mar 31, 2026
-735,990
-22%
2,641,913
$38.90M
medium
Exited
KENNAMETAL INC
Mar 31, 2026
-1,290,870
-100%
0
$36.67M
medium
Exited
PELOTON INTERACTIVE, INC.
Mar 31, 2026
-5,763,106
-100%
0
$35.50M
medium
Added
Dave Inc./DE
Mar 31, 2026
+199,613
>1000%
202,013
$34.75M
medium
New
PENN Entertainment, Inc.
Mar 31, 2026
+2,168,909
New
2,168,909
$32.60M
medium
Added
Maximus Inc
Mar 31, 2026
+495,496
+31%
2,081,466
$31.76M
medium
New
FIGS, Inc.
Mar 31, 2026
+2,133,406
New
2,133,406
$31.51M
medium
New
Navan, Inc.
NAVN
Mar 31, 2026
+2,378,367
New
2,378,367
$31.49M
medium
Added
FIRST FINANCIAL BANKSHARES INC
Mar 31, 2026
+1,066,394
+95%
2,191,769
$31.41M
medium
New
Remitly Global, Inc.
Mar 31, 2026
+1,935,101
New
1,935,101
$30.32M
medium
Exited
Ziff Davis Inc
Mar 31, 2026
-860,582
-100%
0
$30.25M
medium
Added
Sensata Technologies Holding plc
Mar 31, 2026
+842,977
+14%
6,862,391
$29.69M
medium
New
HIMS & HERS HEALTH, INC.
Mar 31, 2026
+1,419,677
New
1,419,677
$29.47M
medium
Trimmed
EAGLE MATERIALS INC
Mar 31, 2026
-155,020
-49%
158,793
$29.37M
medium
New
DIODES INC /DEL
Mar 31, 2026
+428,170
New
428,170
$29.23M
medium
Added
PLEXUS CORP
Mar 31, 2026
+142,073
+32%
588,778
$28.78M
medium
Added
Ultra Clean Holdings Inc
Mar 31, 2026
+461,568
>1000%
475,073
$28.70M
medium
New
National Vision Holdings, Inc.
Mar 31, 2026
+1,099,678
New
1,099,678
$28.48M
medium
Added
Crocs, Inc.
Mar 31, 2026
+342,621
+38%
1,250,609
$28.44M
medium
Added
CROWN HOLDINGS, INC.
Mar 31, 2026
+274,412
+22%
1,510,014
$27.51M
medium
Trimmed
OLIN Corp
Mar 31, 2026
-866,867
-15%
5,015,877
$25.77M
medium
Added
EXELIXIS, INC.
Mar 31, 2026
+581,340
+7.3%
8,542,236
$24.93M
medium
Trimmed
Celanese Corp
Mar 31, 2026
-375,980
-9.2%
3,718,801
$24.73M
medium
Trimmed
VALLEY NATIONAL BANCORP
Mar 31, 2026
-2,001,139
-29%
4,969,928
$24.57M
medium
Trimmed
Axalta Coating Systems Ltd
Mar 31, 2026
-879,586
-35%
1,659,810
$24.36M
medium
Added
Match Group, Inc.
Mar 31, 2026
+781,258
+11%
7,746,577
$23.99M
medium
Added
Reynolds Consumer Products Inc.
REYN
Mar 31, 2026
+1,122,103
+20%
6,851,657
$23.77M
medium
Added
ZEBRA TECHNOLOGIES CORP
Mar 31, 2026
+110,236
+81%
245,621
$23.05M
medium
Added
Weatherford International PLC
Mar 31, 2026
+239,818
+12%
2,168,044
$22.68M
medium
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