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WEDGE CAPITAL MANAGEMENT L L P

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CHARLOTTE NC Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Wedge Capital Management L L P is based out of Charlotte. Wedge Capital Management L L P is a large advisory firm with 246 clients and discretionary assets under management (AUM) of $7,930,000,000 (Form ADV from 2023-07-17). Their last reported 13F filing for Q4 2023 included $5,604,943,944 in managed 13F securities and a top 10 holdings concentration of 14.32%. Wedge Capital Management L L P's largest holding is Lam Research Corp. with shares held of 105,567. Whalewisdom has at least 126 13F filings, and 54 13G filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
LRCX Lam Research Corp. 1.48%
CPAY Corpay Inc. 1.47%
DOX Amdocs Ltd 1.44%
INTU Intuit, Inc. 1.44%
TDG TransDigm Group Inc 1.43%

2023-12-31

13F Activity

Market Value $5.60b, Prior: $5.06b
New Purchases 32 stocks
Added To 254 stocks
Sold out of 37 stocks
Reduced holdings in 187 stocks
Top 10 Holdings % 14.32%
Turnover %[1] 14.26%
Turnover Alt %[2] 10.46%
Time Held Top 20 5.15 quarters
Time Held Top 10 1.7 quarters
Time Held All 16.36 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance