HoldingsChannel.com
Hodges Capital Management Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
TEXAS PAC LD TR 65,609 -4,010 $51,255
     TPL65,609-4,010$51,255
COMMERCIAL METALS CO 1,718,329 -491,934 $38,267
     CMC1,718,329-491,934$38,267
CLEVELAND CLIFFS INC 2,691,550 -465,795 $22,608
     CLF2,691,550-465,795$22,608
EAGLE MATERIALS INC 242,068 -45,420 $21,946
     EXP242,068-45,420$21,946
NCR CORP NEW 531,370 -65,525 $18,683
     NCR531,370-65,525$18,683
EXACT SCIENCES CORP 179,885 +11,935 $16,636
     EXAS179,885+11,935$16,636
U S CONCRETE INC 380,160 -885 $15,838
     USCR380,160-885$15,838
CENTURY CMNTYS INC 555,452 -94,275 $15,192
     CCS555,452-94,275$15,192
HILLTOP HOLDINGS INC 571,828 -59,303 $14,256
     HTH571,828-59,303$14,256
REVOLVE GROUP INC 735,080 +50,835 $13,496
     RVLV735,080+50,835$13,496
AMERICAN AIRLS GROUP 457,863 -44,066 $13,132
     AAL457,863-44,066$13,132
TRIUMPH BANCORP INC 326,620 -77,546 $12,418
     TBK326,620-77,546$12,418
YETI HLDGS INC 354,125 -162,105 $12,316
     YETI354,125-162,105$12,316
MATADOR RES CO 667,631 -83,426 $11,998
     MTDR667,631-83,426$11,998
BRUNSWICK CORP 188,912 -107,503 $11,331
     BC188,912-107,503$11,331
GOOSEHEAD INS INC 244,762 -18,248 $10,378
     GSHD244,762-18,248$10,378
BOEING CO 30,511 +511 $9,939
     BA30,511+661$9,939
NORWEGIAN CRUISE LIN 161,104 -35,745 $9,410
     NCLH161,104-35,745$9,410
MICRON TECHNOLOGY IN 172,778 -28,660 $9,292
     MU172,778-28,660$9,292
MICROSOFT CORP 55,892 +5,006 $8,814
     MSFT55,892+5,006$8,814
FIVE9 INC 121,490 +16,825 $7,967
     FIVN121,490+16,825$7,967
AMERICAN EAGLE OUTFI 536,695 -178,924 $7,889
     AEO536,695-178,924$7,889
ENLINK MIDSTREAM LLC 1,258,874 +391,434 $7,718
     ENLC1,258,874+391,434$7,718
WPX ENERGY INC 552,893 -313,970 $7,597
     WPX552,893-313,970$7,597
APPLE INC 25,109 -527 $7,373
     AAPL25,109-527$7,373
BANK AMER CORP 208,747 +3,282 $7,352
     BAC208,747+3,282$7,352
BROOKS AUTOMATION IN 168,295 -254,225 $7,062
     BRKS168,295-254,225$7,062
MERCK & CO INC 75,708 +584 $6,886
     MRK75,708+584$6,886
JOHNSON & JOHNSON 46,173 -1,970 $6,735
     JNJ46,173-1,970$6,735
HANOVER INS GROUP IN 48,340 -30,075 $6,607
     THG48,340-30,075$6,607
ENCORE WIRE CORP 110,050 -71,605 $6,317
     WIRE110,050-71,605$6,317
SPIRIT AIRLS INC 156,460 -79,150 $6,307
     SAVE156,460-79,150$6,307
INTL PAPER CO 135,565 -5,871 $6,243
     IP135,565-5,871$6,243
DULUTH HLDGS INC 582,930 +363,230 $6,138
     DLTH582,930+363,230$6,138
GOGO INC 958,600 -147,500 $6,135
     GOGO958,600-147,500$6,135
TOWER SEMICONDUCTOR 252,655 +252,655 $6,078
     TSEM252,655+252,655$6,078
TWITTER INC 189,135 -42,995 $6,062
     TWTR189,135-42,995$6,062
HEALTHEQUITY INC 78,829 -70,066 $5,839
     HQY78,829-70,066$5,839
OWENS CORNING NEW 87,964 +1,595 $5,729
     OC87,964+1,595$5,729
RH 26,538 -30,384 $5,666
     RH26,538-30,384$5,666
AT HOME GROUP INC 1,003,905 -929,855 $5,521
     HOME1,003,905-929,855$5,521
HOME DEPOT INC 25,048 -630 $5,470
     HD25,048-630$5,470
AT&T INC 136,896 +5,005 $5,350
     T136,896+5,005$5,350
WALMART INC 44,754 -305 $5,318
     WMT44,754-305$5,318
ABBVIE INC 58,494 +15,797 $5,238
     ABBV58,494+15,797$5,238
KIRBY CORP 57,882 +52,849 $5,182
     KEX57,882+52,849$5,182
TWILIO INC 52,159 +15,196 $5,126
     TWLO52,159+15,196$5,126
SAILPOINT TECHNLGIES 212,000 +25,500 $5,003
     SAIL212,000+25,500$5,003
FEDERAL SIGNAL CORP 155,075 +28,060 $5,002
     FSS155,075+28,060$5,002
SHOE CARNIVAL INC 130,546 -91,585 $4,867
     SCVL130,546-91,585$4,867

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 12/31/2019: $760,697
At 09/30/2019: $867,872

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.