WEDGE CAPITAL MANAGEMENT L L P/NC — 13F Holdings & Portfolio
CIK 1015308 · latest 13F-HR filed 2026-04-13
WEDGE CAPITAL MANAGEMENT L L P/NC manages $5.42B in 13F-reported U.S. long-equity assets across 527 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SNX (1.20%), DELL (1.20%), CW (1.13%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 52 new positions, exited 36, added to 170, and trimmed 185.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$5.42B
Long-equity book
527
Distinct positions
2026-03-31
Filed 2026-04-13
+52 / −36 / ↑170 / ↓185
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Lockheed Martin Corp$57.7M +27373.5%
- Applied Materials Inc$57.6M +14366.1%
- Texas Instruments Inc$50.2M +605.7%
- Tyson Foods Inc$31.1M +632.2%
- Ford Motor Co$30.5M +20193.9%
Top Trims
- Meta Platforms Inc-$61.0M -97.3%
- Intuit Inc-$60.0M -99.6%
- Uber Technologies Inc-$31.3M -99.0%
- Pfizer Inc-$28.0M -98.5%
- Gilead Sciences Inc-$26.4M -98.9%
New Positions
- Corpay Inc$53.1M
- T. Rowe Price Group Inc$28.4M
- Revvity Inc Com$25.8M
- Centene Corp$24.4M
- California Resources Corp Stoc$14.6M
Exited Positions
- Zoom Video Communications Inc$61.3M
- InterDigital Inc$57.1M
- Wynn Resorts Ltd$34.7M
- SLM Corp$30.6M
- PPL Corp$16.0M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Td Synnex Corporation | SNX | 87162W100 | $65.3M | 1.20% | 386,903 | SH |
| 2 | Dell Technologies Inc Cl C | DELL | 24703L202 | $65.1M | 1.20% | 396,755 | SH |
| 3 | Curtiss-Wright Corp | CW | 231561101 | $61.3M | 1.13% | 90,045 | SH |
| 4 | Nextpower Inc | NXT | 65290E101 | $60.3M | 1.11% | 500,485 | SH |
| 5 | Jabil Inc | JBL | 466313103 | $60.3M | 1.11% | 227,047 | SH |
| 6 | Fabrinet | FN | G3323L100 | $60.3M | 1.11% | 115,550 | SH |
| 7 | KLA-Tencor Corp | KLAC | 482480100 | $60.0M | 1.11% | 40,757 | SH |
| 8 | Cisco Systems Inc | CSCO | 17275R102 | $59.9M | 1.11% | 771,735 | SH |
| 9 | Alphabet Inc Cap Stock Cl A | GOOGL | 02079K305 | $59.7M | 1.10% | 207,755 | SH |
| 10 | Texas Instruments Inc | TXN | 882508104 | $58.5M | 1.08% | 301,380 | SH |
| 11 | Keysight Technologies Inc | KEYS | 49338L103 | $58.0M | 1.07% | 205,551 | SH |
| 12 | Applied Materials Inc | AMAT | 038222105 | $58.0M | 1.07% | 169,790 | SH |
| 13 | NetApp Inc | NTAP | 64110D104 | $58.0M | 1.07% | 566,483 | SH |
| 14 | Lockheed Martin Corp | LMT | 539830109 | $57.9M | 1.07% | 95,859 | SH |
| 15 | Leidos Holdings Inc | LDOS | 525327102 | $57.1M | 1.05% | 367,367 | SH |
| 16 | Autodesk Inc | ADSK | 052769106 | $56.6M | 1.04% | 236,393 | SH |
| 17 | Microsoft Corp | MSFT | 594918104 | $56.5M | 1.04% | 152,752 | SH |
| 18 | Lam Research Corp New | LRCX | 512807306 | $56.0M | 1.03% | 262,308 | SH |
| 19 | SS&C Technologies Holdings Inc | SSNC | 78467J100 | $55.9M | 1.03% | 826,841 | SH |
| 20 | TE Connectivity PLC | TEL | G87052109 | $55.8M | 1.03% | 266,866 | SH |
| 21 | Seagate Technology Hldngs PLC | STX | G7997R103 | $55.6M | 1.03% | 141,881 | SH |
| 22 | DROPBOX INC | DBX | 26210C104 | $54.0M | 1.00% | 2,378,062 | SH |
| 23 | Cadence Design Systems Inc | CDNS | 127387108 | $53.9M | 1.00% | 194,144 | SH |
| 24 | Amphenol Corp | APH | 032095101 | $53.4M | 0.99% | 422,830 | SH |
| 25 | Corpay Inc | CPAY | 219948106 | $53.1M | 0.98% | 182,341 | SH |
| 26 | Cognizant Technology Solutions | CTSH | 192446102 | $53.0M | 0.98% | 864,021 | SH |
| 27 | Arista Networks Inc | ANET | 040413205 | $53.0M | 0.98% | 431,665 | SH |
| 28 | Paychex Inc | PAYX | 704326107 | $52.0M | 0.96% | 563,967 | SH |
| 29 | Royalty Pharma Plc Class A | RPRX | G7709Q104 | $42.7M | 0.79% | 890,840 | SH |
| 30 | Carnival Corp | CCL | 143658300 | $40.6M | 0.75% | 1,569,169 | SH |
| 31 | Caseys General Stores Inc | CASY | 147528103 | $37.8M | 0.70% | 51,884 | SH |
| 32 | New York Times Co Cl A | NYT | 650111107 | $37.2M | 0.69% | 444,864 | SH |
| 33 | DaVita Inc | DVA | 23918K108 | $37.1M | 0.68% | 241,328 | SH |
| 34 | Tyson Foods Inc | TSN | 902494103 | $36.0M | 0.66% | 562,188 | SH |
| 35 | Principal Financial Group Inc | PFG | 74251V102 | $35.2M | 0.65% | 390,352 | SH |
| 36 | Dillard's Inc | DDS | 254067101 | $35.1M | 0.65% | 61,411 | SH |
| 37 | Garmin Ltd | GRMN | H2906T109 | $35.1M | 0.65% | 151,248 | SH |
| 38 | Tapestry Inc | TPR | 876030107 | $34.8M | 0.64% | 246,647 | SH |
| 39 | Boyd Gaming Corp | BYD | 103304101 | $34.2M | 0.63% | 415,617 | SH |
| 40 | Life Time Group Holdings Inc C | LTH | 53190C102 | $34.1M | 0.63% | 1,266,934 | SH |
| 41 | Hasbro Inc | HAS | 418056107 | $33.8M | 0.62% | 361,505 | SH |
| 42 | Ally Financial Inc | ALLY | 02005N100 | $33.8M | 0.62% | 862,016 | SH |
| 43 | AutoNation Inc | AN | 05329W102 | $33.8M | 0.62% | 172,854 | SH |
| 44 | Regions Financial Corp | RF | 7591EP100 | $33.0M | 0.61% | 1,263,493 | SH |
| 45 | Macy's Inc | M | 55616P104 | $32.9M | 0.61% | 1,818,191 | SH |
| 46 | Las Vegas Sands Corp | LVS | 517834107 | $32.8M | 0.61% | 608,593 | SH |
| 47 | United Therapeutics Corp | UTHR | 91307C102 | $32.4M | 0.60% | 54,673 | SH |
| 48 | Synchrony Financial | SYF | 87165B103 | $32.3M | 0.60% | 474,357 | SH |
| 49 | Ralph Lauren Corp | RL | 751212101 | $32.2M | 0.59% | 93,645 | SH |
| 50 | Valley National Bancorp | VLY | 919794107 | $32.1M | 0.59% | 2,612,297 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $5.42B | 527 | 0001015308-26-000004 |
| 2025-12-31 | 2026-01-14 | $5.57B | 511 | 0001015308-26-000001 |