FULLER & THALER ASSET MANAGEMENT, INC.

CIK
1082327
City
SAN MATEO
State / Country
CA

Top Portfolio Positions

481 positions · $29,340,431,334 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AMCR
Amcor plc
Consumer Cyclical
13,686,792 $544,049,982 1.85%
DOC
Healthpeak Properties, Inc.
Real Estate
29,201,584 $479,782,025 1.64%
PRIM
Primoris Services Corp
Industrials
2,966,901 $424,385,519 1.45%
LITE
Lumentum Holdings Inc.
Technology
587,679 $412,997,294 1.41%
ALSN
Allison Transmission Holdings Inc
Consumer Cyclical
3,394,635 $397,375,973 1.35%
EXEL
Exelixis, Inc.
Healthcare
8,542,236 $366,376,502 1.25%
FIX
Comfort Systems Usa Inc
Industrials
242,196 $333,985,862 1.14%
ONB
Old National Bancorp /In/
Financial Services
15,055,918 $332,735,787 1.13%
SON
Sonoco Products Co
Consumer Cyclical
5,913,788 $319,876,792 1.09%
JAZZ
Jazz Pharmaceuticals plc
Healthcare
1,676,142 $316,874,645 1.08%

Holdings in FCFS

Export CSV
1 of 1 shown
Report Date Value (USD) Shares
2026-03-31 $93,437,504 497,008