Wedge Capital Management L L P/nc

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 512
Total Value: 5163780777
Accession Number: 0001015308-25-000005
Form Type: 13F-HR
CIK: 0001015308
Manager Name: Wedge Capital Management L L P/nc

Data Enrichment

99% identified

508 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

512 positions • $5,163,780.777K total value

512 positions

Manager:

SEC FilingSEC DataHachi Filing

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MASCO CORP /DE/

MAS|574599106

141209(-3.5%)

Value:

$9.8B(-7.5%)

Cigna Group

CI|125523100

29820(-76.2%)

Value:

$9.8B(-71.6%)

Core & Main, Inc.

CNM|21874C102

201881(-5.3%)

Value:

$9.8B(-10.2%)

EMERSON ELECTRIC CO

EMR|291011104

88702(-1.1%)

Value:

$9.7B(-12.5%)

AUTOLIV INC

ALV|052800109

109728(-8.2%)

Value:

$9.7B(-13.4%)

MUELLER INDUSTRIES INC

MLI|624756102

127216(-6.8%)

Value:

$9.7B(-10.6%)

BORGWARNER INC

BWA|099724106

337979(-1.4%)

Value:

$9.7B(-11.2%)

EASTMAN CHEMICAL CO

EMN|277432100

108918(+3.1%)

Value:

$9.6B(-0.5%)

Aon plc

AON|G0403H108

24034(-0.8%)

Value:

$9.6B(+10.2%)

Vontier Corp

VNT|928881101

291547(-3.1%)

Value:

$9.6B(-12.7%)

LEAR CORP

LEA|521865204

108079(-6.3%)

Value:

$9.5B(-12.7%)

UNITED PARCEL SERVICE INC

UPS|911312106

86425(-5.3%)

Value:

$9.5B(-17.4%)

WESTLAKE CORP

WLK|960413102

94638(+19.5%)

Value:

$9.5B(+4.3%)

CUMMINS INC

CMI|231021106

30198(-4.1%)

Value:

$9.5B(-13.8%)

OSHKOSH CORP

OSK|688239201

100559(-9.9%)

Value:

$9.5B(-10.8%)

Knight-Swift Transportation Holdings Inc.

KNX|499049104

216125(+2.7%)

Value:

$9.4B(-15.8%)

ACUITY BRANDS INC

AYI|00508Y102

34841(-8.3%)

Value:

$9.2B(-17.3%)

GENTEX CORP

GNTX|371901109

389796(+1.4%)

Value:

$9.1B(-17.8%)

FEDEX CORP

FDX|31428X106

35215(+1.1%)

Value:

$8.6B(-12.4%)

Air Products & Chemicals, Inc.

APD|009158106

29025(+15.8%)

Value:

$8.6B(+17.8%)

Instrument	Shares		Other Manager	Value
Masco Corp /De/(MAScusip574599106)	141.2K	QoQ -3.51% (-5.2K) YoY -22.56% (-41.1K)	All Managers (Combined)	$9.8M	QoQ -7.54% (-$801.7K) YoY -31.73% (-$4.6M)
Cigna Group(CIcusip125523100)	29.8K	QoQ -76.15% (-95.2K) YoY -79.03% (-112.4K)	All Managers (Combined)	$9.8M	QoQ -71.59% (-$24.7M) YoY -81.01% (-$41.9M)
Core & Main, Inc.(CNMcusip21874C102)	201.9K	QoQ -5.34% (-11.4K) YoY NEW(+201.9K)	All Managers (Combined)	$9.8M	QoQ -10.17% (-$1.1M) YoY NEW(+$9.8M)
Emerson Electric Co(EMRcusip291011104)	88.7K	QoQ -1.09% (-983) YoY -28.74% (-35.8K)	All Managers (Combined)	$9.7M	QoQ -12.50% (-$1.4M) YoY -31.12% (-$4.4M)
Autoliv Inc(ALVcusip052800109)	109.7K	QoQ -8.21% (-9.8K) YoY +0.49% (-538)	All Managers (Combined)	$9.7M	QoQ -13.43% (-$1.5M) YoY -26.19% (-$3.4M)
Mueller Industries Inc(MLIcusip624756102)	127.2K	QoQ -6.84% (-9.3K) YoY -51.74% (-136.4K)	All Managers (Combined)	$9.7M	QoQ -10.62% (-$1.2M) YoY -31.87% (-$4.5M)
Borgwarner Inc(BWAcusip099724106)	338.0K	QoQ -1.42% (-4.9K) YoY -17.57% (-72.1K)	All Managers (Combined)	$9.7M	QoQ -11.16% (-$1.2M) YoY -32.02% (-$4.6M)
Eastman Chemical Co(EMNcusip277432100)	108.9K	QoQ +3.07% (-3.3K) YoY -8.04% (-9.5K)	All Managers (Combined)	$9.6M	QoQ -0.54% (-$52.7K) YoY -19.15% (-$2.3M)
Aon Plc(AONcusipG0403H108)	24.0K	QoQ -0.83% (-202) YoY NEW(+24.0K)	All Managers (Combined)	$9.6M	QoQ +10.19% (-$887.1K) YoY NEW(+$9.6M)
Vontier Corp(VNTcusip928881101)	291.5K	QoQ -3.10% (-9.4K) YoY -9.20% (-29.6K)	All Managers (Combined)	$9.6M	QoQ -12.72% (-$1.4M) YoY -34.24% (-$5.0M)
Lear Corp(LEAcusip521865204)	108.1K	QoQ -6.28% (-7.2K) YoY +15.49% (-14.5K)	All Managers (Combined)	$9.5M	QoQ -12.69% (-$1.4M) YoY -29.67% (-$4.0M)
United Parcel Service Inc(UPScusip911312106)	86.4K	QoQ -5.29% (-4.8K) YoY +5723.78% (+84.9K)	All Managers (Combined)	$9.5M	QoQ -17.39% (-$2.0M) YoY +4209.74% (+$9.3M)
Westlake Corp(WLKcusip960413102)	94.6K	QoQ +19.52% (+15.5K) YoY +32.68% (-23.3K)	All Managers (Combined)	$9.5M	QoQ +4.28% (+$388.9K) YoY -13.13% (-$1.4M)
Cummins Inc(CMIcusip231021106)	30.2K	QoQ -4.09% (-1.3K) YoY -38.80% (-19.2K)	All Managers (Combined)	$9.5M	QoQ -13.76% (-$1.5M) YoY -34.90% (-$5.1M)
Oshkosh Corp(OSKcusip688239201)	100.6K	QoQ -9.90% (-11.1K) YoY -14.25% (-16.7K)	All Managers (Combined)	$9.5M	QoQ -10.84% (-$1.2M) YoY -35.31% (-$5.2M)
Knight-Swift Transportation Holdings Inc.(KNXcusip499049104)	216.1K	QoQ +2.72% (-5.7K) YoY -10.44% (-25.2K)	All Managers (Combined)	$9.4M	QoQ -15.77% (-$1.8M) YoY -29.21% (-$3.9M)
Acuity Brands Inc(AYIcusip00508Y102)	34.8K	QoQ -8.27% (-3.1K) YoY -33.22% (-17.3K)	All Managers (Combined)	$9.2M	QoQ -17.31% (-$1.9M) YoY -34.56% (-$4.8M)
Gentex Corp(GNTXcusip371901109)	389.8K	QoQ +1.39% (-5.3K) YoY +5.74% (-21.2K)	All Managers (Combined)	$9.1M	QoQ -17.77% (-$2.0M) YoY -31.78% (-$4.2M)
Fedex Corp(FDXcusip31428X106)	35.2K	QoQ +1.08% (-379) YoY +6.61% (-2.2K)	All Managers (Combined)	$8.6M	QoQ -12.40% (-$1.2M) YoY -10.29% (-$985.1K)
Air Products & Chemicals, Inc.(APDcusip009158106)	29.0K	QoQ +15.81% (+4.0K) YoY NEW(+29.0K)	All Managers (Combined)	$8.6M	QoQ +17.76% (+$1.3M) YoY NEW(+$8.6M)