FULLER & THALER ASSET MANAGEMENT, INC. — 13F holdings

FULLER & THALER ASSET MANAGEMENT, INC. reported 504 holdings worth $36.7B in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. AMCR AMCOR PLC — $672M (1.8%)
2. DOC HEALTHPEAK PROPERTIES INC — $623M (1.7%)
3. EXEL EXELIXIS INC — $486M (1.3%)
4. LITE LUMENTUM HLDGS INC — $465M (1.3%)
5. BE BLOOM ENERGY CORP — $448M (1.2%)
6. FIS FIDELITY NATL INFORMATION SV — $433M (1.2%)
7. ALAB ASTERA LABS INC — $414M (1.1%)
8. DOCN DIGITALOCEAN HLDGS INC — $413M (1.1%)
9. GTX GARRETT MOTION INC — $412M (1.1%)
10. JAZZ JAZZ PHARMACEUTICALS PLC — $395M (1.1%)