Hodges Capital Management Inc. — 13F holdings

Hodges Capital Management Inc. reported 224 holdings worth $1.51B in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

1. WULF Terawulf Inc — $55.0M (3.6%)
2. MU MICRON TECHNOLOGY INC — $53.0M (3.5%)
3. TPL TEXAS PACIFIC LAND CORPORATI — $44.3M (2.9%)
4. NVDA NVIDIA CORPORATION — $42.7M (2.8%)
5. SN SHARKNINJA INC — $42.1M (2.8%)
6. EXP EAGLE MATLS INC — $33.4M (2.2%)
7. AMAT APPLIED MATLS INC — $32.2M (2.1%)
8. GEO GEO GROUP INC NEW — $29.0M (1.9%)
9. FCX FREEPORT-MCMORAN INC — $28.1M (1.9%)
10. POWL POWELL INDS INC — $27.6M (1.8%)