FULLER & THALER ASSET MANAGEMENT, INC.
SAN MATEO CA · SEC CIK 0001082327
$366.97亿2026Q2 申报市值
504持仓数
13.0%前十大占比 · 第一大 1.8%
50 / 45新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FIS 加仓+$3.18亿
ZBRA 加仓+$2.54亿
RAL 新建仓+$1.66亿
MXL 新建仓+$1.64亿
MYRG 新建仓+$1.43亿
2026Q2 卖出最多 按季末市值估算
PRIM 清仓-$4.24亿
STRL 减仓-$2.49亿
BE 减仓-$2.48亿
FIX 减仓-$2.21亿
AEIS 减仓-$1.44亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| REYN | REYNOLDS CONSUMER PRODS INC | $2.03亿 | 0.55% | 7,571,293 | 719,636 | 10.5% | $1,932.22万 | 加仓 |
| GNTX | GENTEX CORP | $2.05亿 | 0.56% | 8,112,203 | 1,003,524 | 14.1% | $2,535.91万 | 加仓 |
| DCI | DONALDSON INC | $2.06亿 | 0.56% | 2,298,083 | 186,470 | 8.8% | $1,673.94万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $2.10亿 | 0.57% | 2,809,258 | 644,977 | 29.8% | $4,819.27万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $2.11亿 | 0.58% | 101,892 | -2,669 | -2.6% | -$553.39万 | 减仓 |
| SLGN | SILGAN HLDGS INC | $2.12亿 | 0.58% | 4,559,188 | 1,259,947 | 38.2% | $5,844.89万 | 加仓 |
| CCK | CROWN HLDGS INC | $2.18亿 | 0.60% | 1,952,978 | 442,964 | 29.3% | $4,953.22万 | 加仓 |
| PLXS | PLEXUS CORP | $2.20亿 | 0.60% | 732,397 | 143,619 | 24.4% | $4,318.19万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $2.21亿 | 0.60% | 20,880,498 | 564,932 | 2.8% | $597.13万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $2.25亿 | 0.61% | 1,887,419 | 101,823 | 5.7% | $1,211.18万 | 加仓 |
| THG | HANOVER INS GROUP INC | $2.33亿 | 0.64% | 1,089,705 | 99,868 | 10.1% | $2,138.37万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $2.34亿 | 0.64% | 3,360,970 | 109,579 | 3.4% | $764.20万 | 加仓 |
| AIZ | ASSURANT INC | $2.41亿 | 0.66% | 896,364 | 198,829 | 28.5% | $5,339.15万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $2.46亿 | 0.67% | 5,955,523 | 377,445 | 6.8% | $1,559.60万 | 加仓 |
| BWA | BORGWARNER INC | $2.47亿 | 0.67% | 3,720,883 | -401,122 | -9.7% | -$2,663.45万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $2.49亿 | 0.68% | 2,460,657 | 230,678 | 10.3% | $2,331.69万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $2.53亿 | 0.69% | 1,705,024 | 98,576 | 6.1% | $1,464.15万 | 加仓 |
| FTDR | FRONTDOOR INC | $2.57亿 | 0.70% | 3,318,654 | 676,741 | 25.6% | $5,250.83万 | 加仓 |
| FIX | COMFORT SYS USA INC | $2.59亿 | 0.71% | 130,833 | -111,363 | -46.0% | -$2.21亿 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $2.66亿 | 0.73% | 16,939,780 | -111,737 | -0.7% | -$175.65万 | 减仓 |
| VSAT | VIASAT INC | $2.69亿 | 0.73% | 2,998,539 | 105,779 | 3.7% | $950.00万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2.69亿 | 0.73% | 990,437 | -88,888 | -8.2% | -$2,417.31万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $2.73亿 | 0.74% | 5,724,546 | -1,137,845 | -16.6% | -$5,432.07万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $2.90亿 | 0.79% | 857,756 | 97,543 | 12.8% | $3,300.85万 | 加仓 |
| AYI | ACUITY INC | $2.91亿 | 0.79% | 772,130 | 222,485 | 40.5% | $8,380.12万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $2.96亿 | 0.81% | 2,622,104 | -772,531 | -22.8% | -$8,709.51万 | 减仓 |
| MOD | MODINE MFG CO | $2.98亿 | 0.81% | 1,116,729 | 35,049 | 3.2% | $935.88万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $3.02亿 | 0.82% | 893,709 | 331,034 | 58.8% | $1.12亿 | 加仓 |
| SON | SONOCO PRODS CO | $3.07亿 | 0.84% | 5,454,604 | -459,184 | -7.8% | -$2,587.50万 | 减仓 |
| LKQ | LKQ CORP | $3.17亿 | 0.86% | 12,041,227 | 2,099,083 | 21.1% | $5,526.89万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $3.18亿 | 0.87% | 1,208,889 | 963,268 | 392.2% | $2.54亿 | 加仓 |
| FNB | F N B CORP | $3.19亿 | 0.87% | 16,708,254 | -1,159,346 | -6.5% | -$2,212.03万 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $3.20亿 | 0.87% | 13,075,886 | -1,047,383 | -7.4% | -$2,559.80万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $3.20亿 | 0.87% | 8,420,451 | 673,874 | 8.7% | $2,564.09万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $3.26亿 | 0.89% | 2,955,899 | 255,882 | 9.5% | $2,825.19万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $3.37亿 | 0.92% | 1,007,941 | -181,677 | -15.3% | -$6,082.91万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $3.58亿 | 0.98% | 13,815,469 | -1,240,449 | -8.2% | -$3,212.76万 | 减仓 |
| EME | EMCOR GROUP INC | $3.65亿 | 0.99% | 439,676 | 148,886 | 51.2% | $1.24亿 | 加仓 |
| GH | GUARDANT HEALTH INC | $3.94亿 | 1.07% | 2,629,007 | 78,693 | 3.1% | $1,180.63万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $3.95亿 | 1.08% | 1,638,544 | -37,598 | -2.2% | -$906.00万 | 减仓 |
| GTX | GARRETT MOTION INC | $4.12亿 | 1.12% | 11,379,209 | 481,674 | 4.4% | $1,745.10万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $4.13亿 | 1.13% | 2,631,342 | 69,298 | 2.7% | $1,088.19万 | 加仓 |
| ALAB | ASTERA LABS INC | $4.14亿 | 1.13% | 857,286 | 22,626 | 2.7% | $1,092.88万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $4.33亿 | 1.18% | 11,134,748 | 8,186,672 | 277.7% | $3.18亿 | 加仓 |
| BE | BLOOM ENERGY CORP | $4.48亿 | 1.22% | 1,480,139 | -819,181 | -35.6% | -$2.48亿 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $4.65亿 | 1.27% | 541,679 | -46,000 | -7.8% | -$3,947.07万 | 减仓 |
| EXEL | EXELIXIS INC | $4.86亿 | 1.32% | 8,929,389 | 387,153 | 4.5% | $2,106.50万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $6.23亿 | 1.70% | 29,119,832 | -81,752 | -0.3% | -$174.95万 | 减仓 |
| AMCR | AMCOR PLC | $6.72亿 | 1.83% | 15,501,286 | 1,814,494 | 13.3% | $7,865.83万 | 加仓 |