StockDriftsStockDriftsTop 50 Fuller & Thaler Asset Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMCR | AMCOR PLC | 1.83% | 13.69M | $544.0M | -77.14%(-46.18M) | $44.91(-18.31%) | 2026-03-31 | |
| DOC | HEALTHPEAK PROPERTIES INC | 1.62% | 29.20M | $479.8M | -1.51%(-446.68K) | $21.57(-10.23%) | 2026-03-31 | |
| PRIM | PRIMORIS SVCS CORP | 1.43% | 2.97M | $424.4M | -2.35%(-71.35K) | $68.87(+64.55%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 1.39% | 587.7K | $413.0M | -39.51%(-383.93K) | $65.42(+1383.72%) | 2026-03-31 | |
| ALSN | ALLISON TRANSMISSION HLDGS I | 1.34% | 3.39M | $397.4M | +2.44%(+80.97K) | $77.58(+50.80%) | 2026-03-31 | |
| EXEL | EXELIXIS INC | 1.23% | 8.54M | $366.4M | +7.30%(+581.34K) | $26.76(+87.32%) | 2026-03-31 | |
| FIX | COMFORT SYS USA INC | 1.12% | 242.2K | $334.0M | -16.21%(-46.84K) | $178.29(+1017.73%) | 2026-03-31 | |
| ONB | OLD NATL BANCORP IND | 1.12% | 15.06M | $332.7M | -5.33%(-847.08K) | $16.98(+37.16%) | 2026-03-31 | |
| SON | SONOCO PRODS CO | 1.08% | 5.91M | $319.9M | +0.20%(+11.84K) | $45.75(+2.06%) | 2026-03-31 | |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 1.07% | 1.68M | $316.9M | -0.06%(-990) | $120.44(+89.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.25% | +61.21% |
| Top 20 Holdings Unweighted | +16.77% | +59.21% |
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