Arkolith/Funds/WEDGE CAPITAL MANAGEMENT L L P/NC

WEDGE CAPITAL MANAGEMENT L L P/NC

CIK: 1015308Q1 2026
Active Filer
Portfolio Value
$5.4B
Positions
563
New Buys
52
36 sold
Changes
214 ↑ / 261 ↓

Top HoldingsQ1 2026

563 total positions
#SecurityValueShares% PortChangeΔ Shares
1Td Synnex Corporation
COM
$65.3M386.9K1.2%
REDUCED
-13,180
2Dell Technologies Inc Cl C
COM
$65.1M396.8K1.2%
REDUCED
-12,841
3Curtiss-Wright Corp
COM
$61.3M90.0K1.1%
REDUCED
-21,485
4Nextpower Inc
COM
$60.3M500.5K1.1%
REDUCED
-139,195
5Jabil Inc
COM
$60.3M227.0K1.1%
REDUCED
-51,718
6
Fabrinet
COM
$60.3M115.5K1.1%
REDUCED
-5,148
7KLA-Tencor Corp
COM
$60.0M40.8K1.1%
REDUCED
-12,108
8Cisco Systems Inc
COM
$59.9M771.7K1.1%
REDUCED
-86,420
9Alphabet Inc Cap Stock Cl A
COM
$59.7M207.8K1.1%
REDUCED
-2,656
10Texas Instruments Inc
COM
$58.5M301.4K1.1%
ADDED
+253.6K
11Keysight Technologies Inc
COM
$58.0M205.6K1.1%
REDUCED
-91,268
12Applied Materials Inc
COM
$58.0M169.8K1.1%
ADDED
+168.2K
13NetApp Inc
COM
$58.0M566.5K1.1%
ADDED
+26.3K
14Lockheed Martin Corp
COM
$57.9M95.9K1.1%
ADDED
+95.4K
15Leidos Holdings Inc
COM
$57.1M367.4K1.1%
ADDED
+11.5K
16Autodesk Inc
COM
$56.6M236.4K1.0%
ADDED
+42.9K
17Microsoft Corp
COM
$56.5M152.8K1.0%
ADDED
+21.6K
18Lam Research Corp New
COM
$56.0M262.3K1.0%
REDUCED
-143,735
19SS&C Technologies Holdings Inc
COM
$55.9M826.8K1.0%
ADDED
+57.9K
20
TE Connectivity PLC
COM
$55.8M266.9K1.0%
REDUCED
-3,396
21
Seagate Technology Hldngs PLC
COM
$55.6M141.9K1.0%
REDUCED
-65,250
22DROPBOX INC
COM
$54.0M2.38M1.0%
ADDED
+132.7K
23Cadence Design Systems Inc
COM
$53.9M194.1K1.0%
ADDED
+21.7K
24Amphenol Corp
COM
$53.4M422.8K1.0%
REDUCED
-47,250
25Corpay Inc
COM
$53.1M182.3K1.0%
NEW
—
Showing top 25 of 563 positions

Filing History

Q1 2026527 pos
$5.4B
Q4 2025511 pos
$5.6B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: Apr 13, 2026