FULLER & THALER ASSET MANAGEMENT, INC.

CIK

1082327

City

SAN MATEO

State / Country

Stock

LMNR — Limoneira CO

Top Portfolio Positions

484 positions · $29,681,738,454 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AMCR	Amcor plc Consumer Cyclical	13,686,792	$544,049,982	1.83%
DOC	Healthpeak Properties, Inc. Real Estate	29,201,584	$479,782,025	1.62%
PRIM	Primoris Services Corp Industrials	2,966,901	$424,385,519	1.43%
LITE	Lumentum Holdings Inc. Technology	587,679	$412,997,294	1.39%
ALSN	Allison Transmission Holdings Inc Consumer Cyclical	3,394,635	$397,375,973	1.34%
EXEL	Exelixis, Inc. Healthcare	8,542,236	$366,376,502	1.23%
FIX	Comfort Systems USA Inc Industrials	242,196	$333,985,862	1.13%
ONB	Old National Bancorp /In/ Financial Services	15,055,918	$332,735,787	1.12%
SON	Sonoco Products Co Consumer Cyclical	5,913,788	$319,876,792	1.08%
JAZZ	Jazz Pharmaceuticals plc Healthcare	1,676,142	$316,874,645	1.07%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$388,374	28,940	+0.7%	Shares	Sole	2026-05-14
2025-12-31	$362,986	28,740	0.0%	Shares	Sole	2026-02-18
2025-09-30	$426,789	28,740	0.0%	Shares	Sole	2025-11-13
2025-06-30	$449,781	28,740	-18.3%	Shares	Sole	2025-08-14
2025-03-31	$623,035	35,160	+3.5%	Shares	Sole	2025-05-13
2024-12-31	$831,273	33,985	0.0%	Shares	Sole	2025-02-14
2024-09-30	$900,602	33,985	-77.8%	Shares	Sole	2024-11-13
2024-06-30	$3,182,473	152,930	-4.5%	Shares	Sole	2024-08-09
2024-03-31	$3,132,045	160,125	-2.7%	Shares	Sole	2024-05-13
2023-12-31	$3,393,635	164,500	0.0%	Shares	Sole	2024-02-13
2023-09-30	$2,520,140	164,500	-2.9%	Shares	Sole	2023-11-13
2023-06-30	$2,636,408	169,435	-0.4%	Shares	Sole	2023-08-14
2023-03-31	$2,835,115	170,175	-0.1%	Shares	Sole	2023-05-15
2022-12-31	$2,079,790	170,335	+165.4%	Shares	Sole	2023-02-13
2022-09-30	$845,892	64,180	+1.4%	Shares	Sole	2022-11-14
2022-06-30	$891,615	63,280	+0.6%	Shares	Sole	2022-08-12
2022-03-31	$923,078	62,880	+0.5%	Shares	Sole	2022-05-13
2021-12-31	$938,325	62,555	+0.5%	Shares	Sole	2022-02-09
2021-09-30	$1,006,663	62,255	-0.5%	Shares	Sole	2021-11-10
2021-06-30	$1,097,840	62,555	-2.4%	Shares	Sole	2021-08-13
2021-03-31	$1,121,400	64,080	-8.4%	Shares	Sole	2021-05-13
2020-12-31	$1,165,333	69,990	-5.0%	Shares	Sole	2021-02-11
2020-09-30	$1,053,767	73,690	-5.2%	Shares	Sole	2020-11-09
2020-06-30	$1,126,017	77,710	-2.5%	Shares	Sole	2020-08-13
2020-03-31	$1,044,070	79,700	—	Shares	Sole	2020-05-06
No 13F history on record for this holder in this stock.