HoldingsChannel.com
Hodges Capital Management Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
TEXAS PAC LD TR 57,878 -7,731 $21,994
     TPL57,878-7,731$21,994
COMMERCIAL METALS CO 1,357,861 -360,468 $21,441
     CMC1,357,861-360,468$21,441
EAGLE MATERIALS INC 179,577 -62,491 $10,491
     EXP179,577-62,491$10,491
U S CONCRETE INC 572,999 +192,839 $10,394
     USCR572,999+192,839$10,394
NCR CORP NEW 567,599 +36,229 $10,047
     NCR567,599+36,229$10,047
MICROSOFT CORP 52,664 -3,228 $8,306
     MSFT52,664-3,228$8,306
HILLTOP HOLDINGS INC 536,687 -35,141 $8,115
     HTH536,687-35,141$8,115
EXACT SCIENCES CORP 136,560 -43,325 $7,920
     EXAS136,560-43,325$7,920
SCORPIO TANKERS INC 411,098 +293,798 $7,860
     STNG411,098+293,798$7,860
CLEVELAND CLIFFS INC 1,912,410 -779,140 $7,554
     CLF1,912,410-779,140$7,554
AMERICAN AIRLS GROUP 598,675 +140,812 $7,298
     AAL598,675+140,812$7,298
TRIUMPH BANCORP INC 270,598 -56,022 $7,036
     TBK270,598-56,022$7,036
YETI HLDGS INC 358,512 +4,387 $6,998
     YETI358,512+4,387$6,998
FIVE9 INC 88,762 -32,728 $6,787
     FIVN88,762-32,728$6,787
APPLE INC 23,671 -1,438 $6,019
     AAPL23,671-1,438$6,019
JOHNSON & JOHNSON 43,769 -2,404 $5,739
     JNJ43,769-2,404$5,739
REVOLVE GROUP INC 628,684 -106,396 $5,432
     RVLV628,684-106,396$5,432
BRUNSWICK CORP 143,052 -45,860 $5,060
     BC143,052-45,860$5,060
MERCK & CO INC 62,939 -12,769 $4,843
     MRK62,939-12,769$4,843
UBER TECHNOLOGIES IN 172,804 +172,804 $4,825
     UBER172,804+172,804$4,825
MICRON TECHNOLOGY IN 108,868 -63,910 $4,579
     MU108,868-63,910$4,579
CREE INC 127,738 +109,466 $4,530
     CREE127,738+109,466$4,530
AMERICAN EAGLE OUTFI 569,008 +32,313 $4,524
     AEO569,008+32,313$4,524
TOWER SEMICONDUCTOR 281,504 +28,849 $4,482
     TSEM281,504+28,849$4,482
LGI HOMES INC 98,567 +91,327 $4,450
     LGIH98,567+91,327$4,450
TANDEM DIABETES CARE 68,362 -4,263 $4,399
     TNDM68,362-4,263$4,399
ABBVIE INC 54,702 -3,792 $4,168
     ABBV54,702-3,792$4,168
TWITTER INC 169,600 -19,535 $4,165
     TWTR169,600-19,535$4,165
HOME DEPOT INC 21,552 -3,496 $4,024
     HD21,552-3,496$4,024
BOEING CO 26,908 -3,603 $4,013
     BA26,908-3,603$4,013
MATADOR RES CO 1,591,434 +923,803 $3,947
     MTDR1,591,434+923,803$3,947
FACEBOOK INC 21,423 +7,503 $3,831
     FB21,423+7,503$3,831
BANK AMER CORP 180,381 -28,366 $3,829
     BAC180,381-28,366$3,829
CYRUSONE INC 61,400 +61,400 $3,791
     CONE61,400+61,400$3,791
RYMAN HOSPITALITY PP 105,380 +80,675 $3,778
     RHP105,380+80,675$3,778
WALMART INC 32,821 -11,933 $3,729
     WMT32,821-11,933$3,729
PRIMORIS SVCS CORP 218,387 +11,022 $3,472
     PRIM218,387+11,022$3,472
AT&T INC 118,892 -18,004 $3,466
     T118,892-18,004$3,466
OWENS CORNING NEW 84,944 -3,020 $3,297
     OC84,944-3,020$3,297
NORWEGIAN CRUISE LIN 296,268 +135,164 $3,247
     NCLH296,268+135,164$3,247
BROOKS AUTOMATION IN 105,229 -63,066 $3,209
     BRKS105,229-63,066$3,209
ENCORE WIRE CORP 71,851 -38,199 $3,017
     WIRE71,851-38,199$3,017
AMERICAS CAR MART IN 53,180 +25,392 $2,997
     CRMT53,180+25,392$2,997
RH 28,978 +2,440 $2,911
     RH28,978+2,440$2,911
VERIZON COMMUNICATIO 53,256 -1,777 $2,861
     VZ53,256-1,777$2,861
TEXAS ROADHOUSE INC 69,127 +1,044 $2,855
     TXRH69,127+1,044$2,855
FEDERAL SIGNAL CORP 104,512 -50,563 $2,851
     FSS104,512-50,563$2,851
BOOT BARN HLDGS INC 207,500 +207,500 $2,683
     BOOT207,500+207,500$2,683
JPMORGAN CHASE & CO 28,115 -6,591 $2,531
     JPM28,115-6,591$2,531
DULUTH HLDGS INC 629,546 +46,616 $2,524
     DLTH629,546+46,616$2,524

See Full List: All Stocks Held By Hodges Capital Management Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Hodges Capital Management Inc.

Size ($ in 1000's)
At 03/31/2020: $391,061
At 12/31/2019: $760,697

Hodges Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hodges Capital Management Inc. 13F filings. Link to 13F filings: SEC filings

Hodges Capital Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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