Hodges Capital Management 13F annual report
Hodges Capital Management is an investment fund managing more than $1.57 billion ran by Charmagne Darabadey. There are currently 211 companies in Darabadey’s portfolio. The largest investments include Encore Wire and Matador Res Co, together worth $134 million.
$1.57 billion Assets Under Management (AUM)
As of 26th July 2024, Hodges Capital Management’s top holding is 288,430 shares of Encore Wire currently worth over $75.8 million and making up 4.8% of the portfolio value.
Relative to the number of outstanding shares of Encore Wire, Hodges Capital Management owns more than approximately 0.1% of the company.
In addition, the fund holds 871,251 shares of Matador Res Co worth $58.2 million.
The third-largest holding is Cleveland-Cliffs Inc worth $47.7 million and the next is Uber Technologies Inc worth $46 million, with 597,365 shares owned.
Currently, Hodges Capital Management's portfolio is worth at least $1.57 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Hodges Capital Management
The Hodges Capital Management office and employees reside in Dallas, Texas. According to the last 13-F report filed with the SEC, Charmagne Darabadey serves as the chief compliance officer at Hodges Capital Management.
Recent trades
In the most recent 13F filing, Hodges Capital Management revealed that it had opened a new position in
DoubleVerify and bought 472,826 shares worth $16.6 million.
This means they effectively own approximately 0.1% of the company.
DoubleVerify makes up
4.9%
of the fund's Technology sector allocation and has decreased its share price by 41.6% in the past year.
The investment fund also strengthened its position in Texas Pacific Land Corporati by buying
43,726 additional shares.
This makes their stake in Texas Pacific Land Corporati total 77,137 shares worth $44.6 million.
On the other hand, there are companies that Hodges Capital Management is getting rid of from its portfolio.
Hodges Capital Management closed its position in Proshares Tr on 2nd August 2024.
It sold the previously owned 1,550,000 shares for $20.8 million.
Charmagne Darabadey also disclosed a decreased stake in Encore Wire by 0.2%.
This leaves the value of the investment at $75.8 million and 288,430 shares.
One of the largest hedge funds
The two most similar investment funds to Hodges Capital Management are Bar Harbor Wealth Management and Ranger Investment Management, L.P.. They manage $1.49 trillion and $1.49 trillion respectively.
Charmagne Darabadey investment strategy
Hodges Capital Management’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 21.6% of
the total portfolio value.
The fund focuses on investments in the United States as
63.5% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
29% of the total holdings value.
On the other hand, small-cap stocks make up only 2.8% of the portfolio.
The average market cap of the portfolio companies is close to $101 billion.
The complete list of Hodges Capital Management trades based on 13F SEC filings
These positions were updated on August 2nd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Encore Wire Corp. |
24.31%
288,430
|
$75,794,000 | 4.81% |
| Matador Res Co |
30.42%
871,251
|
$58,173,000 | 3.69% |
| Cleveland-Cliffs Inc |
24.82%
2,095,437
|
$47,650,000 | 3.03% |
| Uber Technologies Inc |
37.05%
597,365
|
$45,992,000 | 2.92% |
| Texas Pacific Land Corporati |
130.87%
77,137
|
$44,625,000 | 2.83% |
| Eagle Matls Inc |
43.51%
163,221
|
$44,355,000 | 2.82% |
| NVIDIA Corp |
41.75%
42,651
|
$38,578,000 | 2.45% |
| On Hldg Ag |
37.31%
846,316
|
$29,943,000 | 1.90% |
| DraftKings Inc. |
28.17%
642,885
|
$29,193,000 | 1.85% |
| Permian Resources Corp |
23.58%
1,601,376
|
$28,280,000 | 1.80% |
| Microsoft Corporation |
7.74%
63,492
|
$26,729,000 | 1.70% |
| Banc of California Inc |
288.45%
1,748,004
|
$26,587,000 | 1.69% |
| Freeport-McMoRan Inc |
10.68%
588,162
|
$25,198,000 | 1.60% |
| Topgolf Callaway Brands Corp |
27.14%
1,550,376
|
$25,069,000 | 1.59% |
| Norwegian Cruise Line Hldg L |
28.72%
1,144,207
|
$23,948,000 | 1.52% |
| Wynn Resorts Ltd. |
49.91%
217,238
|
$22,209,000 | 1.41% |
| Taylor Morrison Home Corp. |
33.01%
354,351
|
$22,030,000 | 1.40% |
| Airbnb, Inc. |
10.61%
132,230
|
$21,813,000 | 1.39% |
| Shoe Carnival, Inc. |
27.30%
572,622
|
$20,981,000 | 1.33% |
| Proshares Tr |
Closed
1,550,000
|
$20,848,000 | |
| Micron Technology Inc. |
42.49%
174,585
|
$20,582,000 | 1.31% |
| Novo-nordisk A S |
19.97%
159,058
|
$20,423,000 | 1.30% |
| Sunopta, Inc. |
18.22%
2,875,227
|
$19,753,000 | 1.25% |
| Shift4 Pmts Inc |
35.46%
288,676
|
$19,073,000 | 1.21% |
| Solo Brands, Inc. |
Closed
2,901,486
|
$17,874,000 | |
| ON Semiconductor Corp. |
38.37%
238,449
|
$17,538,000 | 1.11% |
| e.l.f. Beauty Inc |
Closed
117,097
|
$16,902,000 | |
| DoubleVerify Holdings, Inc. |
Opened
472,826
|
$16,625,000 | 1.06% |
| Twilio Inc |
Closed
216,850
|
$16,452,000 | |
| Grayscale Ethereum Mini Trust |
23.24%
466,981
|
$16,143,000 | 1.03% |
| Independent Bank Group Inc |
8.66%
350,284
|
$15,990,000 | 1.02% |
| Evolent Health Inc |
78.33%
474,746
|
$15,567,000 | 0.99% |
| Commercial Metals Co. |
32.83%
252,853
|
$14,860,000 | 0.94% |
| Hilltop Holdings Inc |
34.67%
459,995
|
$14,407,000 | 0.91% |
| Symbotic Inc |
23.10%
315,891
|
$14,215,000 | 0.90% |
| Apple Inc |
16.17%
79,846
|
$13,692,000 | 0.87% |
| Boeing Co. |
Closed
1,200
|
$13,363,000 | |
| Halozyme Therapeutics Inc. |
61.37%
317,045
|
$12,897,000 | 0.82% |
| Chesapeake Energy Corp. |
12.98%
141,980
|
$12,612,000 | 0.80% |
| Kimball Electronics Inc |
36.42%
576,760
|
$12,487,000 | 0.79% |
| Exxon Mobil Corp. |
16.20%
107,542
|
$12,417,000 | 0.79% |
| Oneok Inc. |
9.48%
144,341
|
$11,572,000 | 0.73% |
| Cinemark Holdings Inc |
64.28%
640,405
|
$11,508,000 | 0.73% |
| Brunswick Corp. |
22.27%
117,098
|
$11,302,000 | 0.72% |
| Academy Sports Outdoors In |
20.62%
167,071
|
$11,284,000 | 0.72% |
| SM Energy Co |
62.15%
211,196
|
$10,528,000 | 0.67% |
| Beyond Inc |
Opened
290,950
|
$10,448,000 | 0.66% |
| Jpmorgan Chase Co |
17.95%
53,546
|
$19,958,000 | 1.27% |
| Amazon.com Inc. |
6.34%
55,454
|
$10,204,000 | 0.65% |
| Graphic Packaging Hldg Co |
28.60%
333,005
|
$9,717,000 | 0.62% |
| Coherent Corp |
53.66%
157,364
|
$9,539,000 | 0.61% |
| CyberArk Software Ltd |
12.27%
20,010
|
$14,469,000 | 0.92% |
| Booking Holdings Inc |
25.00%
105
|
$9,219,000 | 0.59% |
| Cal-Maine Foods, Inc. |
128.97%
154,225
|
$9,076,000 | 0.58% |
| Texas Cap Bancshares Inc |
24.24%
146,850
|
$9,039,000 | 0.57% |
| Builders Firstsource Inc |
21.77%
42,288
|
$8,820,000 | 0.56% |
| Diodes, Inc. |
36.08%
124,903
|
$8,805,000 | 0.56% |
| Merck Co Inc |
3.34%
66,377
|
$8,759,000 | 0.56% |
| Alaska Air Group Inc. |
33.86%
203,445
|
$8,746,000 | 0.56% |
| Boeing Co. |
72.19%
45,197
|
$8,722,000 | 0.55% |
| Triumph Financial Inc |
24.33%
104,100
|
$8,257,000 | 0.52% |
| Navigator Hldgs Ltd |
89.30%
522,535
|
$8,021,000 | 0.51% |
| Home Depot, Inc. |
17.52%
20,554
|
$7,884,000 | 0.50% |
| Aviat Networks Inc |
10.35%
202,170
|
$7,751,000 | 0.49% |
| Alamo Group Inc. |
16.67%
33,053
|
$7,547,000 | 0.48% |
| Ironwood Pharmaceuticals Inc |
Opened
863,500
|
$7,521,000 | 0.48% |
| Tyson Foods, Inc. |
Opened
127,105
|
$7,465,000 | 0.47% |
| Take-two Interactive Softwar |
Closed
46,300
|
$7,453,000 | |
| Carpenter Technology Corp. |
32.66%
103,849
|
$7,417,000 | 0.47% |
| Bellring Brands Inc |
Opened
125,605
|
$7,415,000 | 0.47% |
| Caterpillar Inc. |
29.79%
19,704
|
$7,220,000 | 0.46% |
| Walmart Inc |
164.13%
119,598
|
$7,196,000 | 0.46% |
| TEGNA Inc |
Closed
455,300
|
$6,966,000 | |
| Prosperity Bancshares Inc. |
25.08%
104,084
|
$6,846,000 | 0.43% |
| Kratos Defense Sec Solutio |
Opened
370,000
|
$6,800,000 | 0.43% |
| Taiwan Semiconductor Mfg Ltd |
11.83%
46,600
|
$6,340,000 | 0.40% |
| Group 1 Automotive, Inc. |
42.23%
21,553
|
$6,299,000 | 0.40% |
| Texas Roadhouse Inc |
32.98%
40,721
|
$6,290,000 | 0.40% |
| Maplebear Inc |
Opened
166,550
|
$6,211,000 | 0.39% |
| Distribution Solutions Grp I |
Closed
191,301
|
$6,037,000 | |
| Chord Energy Corporation |
26.53%
32,814
|
$5,849,000 | 0.37% |
| Home Bancshares Inc |
19.94%
235,700
|
$5,791,000 | 0.37% |
| Digi International, Inc. |
Opened
180,385
|
$5,760,000 | 0.37% |
| Goldman Sachs Group, Inc. |
24.67%
13,779
|
$5,756,000 | 0.37% |
| Abbvie Inc |
21.83%
31,306
|
$5,700,000 | 0.36% |
| First Horizon Corporation |
32.70%
367,000
|
$5,652,000 | 0.36% |
| Eli Lilly Co |
12.94%
7,230
|
$5,624,000 | 0.36% |
| Berkshire Hathaway Inc. |
62.93%
13,204
|
$5,553,000 | 0.35% |
| Costco Whsl Corp New |
28.40%
7,557
|
$5,537,000 | 0.35% |
| RH |
32.77%
15,850
|
$5,520,000 | 0.35% |
| Bank America Corp |
35.98%
141,461
|
$5,364,000 | 0.34% |
| Ichor Holdings Ltd |
16.38%
137,320
|
$5,303,000 | 0.34% |
| Kirby Corp. |
32.63%
55,531
|
$5,293,000 | 0.34% |
| Atlas Energy Solutions Inc |
Opened
232,760
|
$5,266,000 | 0.33% |
| Delta Air Lines, Inc. |
24.25%
108,706
|
$5,204,000 | 0.33% |
| Energy Transfer L P |
8.66%
329,835
|
$5,188,000 | 0.33% |
| AMGEN Inc. |
5.31%
18,192
|
$5,172,000 | 0.33% |
| Arcosa Inc |
19.95%
60,201
|
$5,169,000 | 0.33% |
| Atlas Energy Solutions Inc |
Closed
286,000
|
$4,926,000 | |
| Zeta Global Holdings Corp. |
0.50%
447,740
|
$4,894,000 | 0.31% |
| AZZ Inc |
Closed
84,235
|
$4,892,000 | |
| Varonis Sys Inc |
34.03%
102,336
|
$4,827,000 | 0.31% |
| Wynn Resorts Ltd. |
Closed
4,000
|
$4,807,000 | |
| Gulfport Energy Corp. |
15.30%
29,900
|
$4,788,000 | 0.30% |
| Tower Semiconductor Ltd. |
21.21%
141,700
|
$4,740,000 | 0.30% |
| Vista Outdoor Inc |
77.85%
140,713
|
$4,613,000 | 0.29% |
| Mcdonalds Corp |
24.28%
16,334
|
$4,606,000 | 0.29% |
| Propetro Hldg Corp |
20.39%
562,127
|
$4,542,000 | 0.29% |
| Par Technology Corp. |
Opened
95,989
|
$4,354,000 | 0.28% |
| Conocophillips |
23.29%
33,916
|
$4,316,000 | 0.27% |
| Ncr Voyix Corporation |
66.80%
340,854
|
$4,305,000 | 0.27% |
| American Express Co. |
13.97%
18,777
|
$4,276,000 | 0.27% |
| Pepsico Inc |
30.96%
24,138
|
$4,225,000 | 0.27% |
| Intuitive Surgical Inc |
32.31%
10,536
|
$4,205,000 | 0.27% |
| Alkami Technology Inc |
26.47%
170,551
|
$4,191,000 | 0.27% |
| Upland Software Inc |
66.73%
1,325,513
|
$4,096,000 | 0.26% |
| Fedex Corp |
14.22%
14,122
|
$4,091,000 | 0.26% |
| Owens Corning |
Opened
1,000
|
$4,050,000 | 0.26% |
| Lowes Cos Inc |
26.52%
15,686
|
$3,996,000 | 0.25% |
| Stratus Pptys Inc |
16.32%
174,275
|
$3,979,000 | 0.25% |
| Morgan Stanley |
30.18%
41,996
|
$3,955,000 | 0.25% |
| International Business Machs |
60.84%
20,535
|
$3,921,000 | 0.25% |
| Union Pac Corp |
26.66%
15,933
|
$3,919,000 | 0.25% |
| FirstCash Holdings Inc |
38.20%
30,575
|
$3,899,000 | 0.25% |
| Meta Platforms Inc |
2.47%
7,981
|
$3,876,000 | 0.25% |
| Blue Bird Corp |
37.75%
99,070
|
$3,798,000 | 0.24% |
| Deere Co |
31.50%
8,909
|
$3,659,000 | 0.23% |
| Greenbrier Cos., Inc. |
Opened
69,240
|
$3,608,000 | 0.23% |
| Bancfirst Corp. |
30.93%
40,200
|
$3,538,000 | 0.22% |
| Owens Corning |
359.42%
7,971
|
$3,271,000 | 0.21% |
| Bausch Plus Lomb Corp |
Closed
184,900
|
$3,155,000 | |
| Knowles Corp |
44.50%
193,427
|
$3,115,000 | 0.20% |
| Schwab Charles Corp |
32.57%
43,042
|
$3,113,000 | 0.20% |
| Medtronic Plc |
1.61%
35,654
|
$3,108,000 | 0.20% |
| Alphabet Inc |
17.53%
24,952
|
$7,904,000 | 0.50% |
| Johnson Johnson |
19.68%
18,913
|
$2,993,000 | 0.19% |
| Photronics, Inc. |
23.28%
105,365
|
$2,984,000 | 0.19% |
| Tennant Co. |
Closed
31,900
|
$2,956,000 | |
| Sleep Number Corp |
4.69%
171,900
|
$2,755,000 | 0.17% |
| Nextracker Inc |
Opened
48,426
|
$2,725,000 | 0.17% |
| Calavo Growers, Inc |
33.98%
90,740
|
$2,524,000 | 0.16% |
| Enlink Midstream LLC |
30.04%
182,586
|
$2,490,000 | 0.16% |
| Frontier Group Hldgs Inc |
Closed
434,171
|
$2,370,000 | |
| Griffon Corp. |
52.38%
32,000
|
$2,347,000 | 0.15% |
| Palo Alto Networks Inc |
14.62%
7,866
|
$2,235,000 | 0.14% |
| AGCO Corp. |
0.04%
17,377
|
$2,138,000 | 0.14% |
| Tiptree Inc |
12.53%
123,055
|
$2,127,000 | 0.14% |
| Assetmark Finl Hldgs Inc |
Opened
60,000
|
$2,124,000 | 0.13% |
| Southland Hldgs Inc |
18.93%
394,100
|
$2,030,000 | 0.13% |
| Sprouts Fmrs Mkt Inc |
82.29%
30,775
|
$1,984,000 | 0.13% |
| Alta Equipment Group Inc |
Closed
159,400
|
$1,971,000 | |
| Chevron Corp. |
10.87%
11,956
|
$1,886,000 | 0.12% |
| Vistra Corp |
15.18%
26,550
|
$1,850,000 | 0.12% |
| Direxion Shs Etf Tr |
17.13%
53,000
|
$2,256,000 | 0.14% |
| Capital Southwest Corp. |
7.12%
72,376
|
$1,806,000 | 0.11% |
| Spdr Gold Tr |
16.39%
8,420
|
$1,732,000 | 0.11% |
| Stitch Fix Inc |
Opened
650,150
|
$1,716,000 | 0.11% |
| Diamondback Energy Inc |
27.12%
8,260
|
$1,637,000 | 0.10% |
| American Elec Pwr Co Inc |
Opened
18,756
|
$1,615,000 | 0.10% |
| Procter And Gamble Co |
14.74%
9,912
|
$1,608,000 | 0.10% |
| Visa Inc |
0.65%
5,597
|
$1,562,000 | 0.10% |
| Northern Oil Gas Inc |
17.43%
39,080
|
$1,551,000 | 0.10% |
| Intel Corp. |
5.02%
33,490
|
$1,479,000 | 0.09% |
| Potbelly Corp |
Opened
116,470
|
$1,411,000 | 0.09% |
| Ford Mtr Co Del |
18.27%
95,500
|
$1,268,000 | 0.08% |
| Verizon Communications Inc |
3.84%
28,802
|
$1,209,000 | 0.08% |
| Helmerich Payne Inc |
22.35%
27,010
|
$1,136,000 | 0.07% |
| Schlumberger Ltd. |
21.69%
20,190
|
$1,107,000 | 0.07% |
| Chubb Limited |
80.13%
4,126
|
$1,069,000 | 0.07% |
| Azek Co Inc |
54.40%
21,000
|
$1,055,000 | 0.07% |
| Blackstone Inc |
27.12%
7,875
|
$1,035,000 | 0.07% |
| Super Micro Computer Inc |
Opened
815
|
$1,827,000 | 0.12% |
| Research Solutions, Inc. |
32.79%
317,635
|
$1,004,000 | 0.06% |
| Devon Energy Corp. |
3.54%
18,443
|
$925,000 | 0.06% |
| Cisco Sys Inc |
Closed
18,149
|
$917,000 | |
| United Rentals, Inc. |
6.26%
1,183
|
$853,000 | 0.05% |
| Coca-Cola Co |
12.50%
13,645
|
$835,000 | 0.05% |
| 3M Co. |
88.34%
7,773
|
$824,000 | 0.05% |
| Texas Instrs Inc |
12.10%
4,701
|
$819,000 | 0.05% |
| Becton Dickinson Co |
2.30%
3,309
|
$819,000 | 0.05% |
| Iron Mtn Inc Del |
4.00%
9,757
|
$783,000 | 0.05% |
| Transocean Ltd |
50.72%
124,340
|
$781,000 | 0.05% |
| Geo Group, Inc. |
34.14%
54,985
|
$776,000 | 0.05% |
| Att Inc |
2.17%
43,242
|
$761,000 | 0.05% |
| Broadcom Inc. |
27.09%
516
|
$684,000 | 0.04% |
| Cullen Frost Bankers Inc. |
4.55%
5,787
|
$651,000 | 0.04% |
| Pioneer Nat Res Co |
15.44%
2,383
|
$626,000 | 0.04% |
| USA Compression Partners LP |
12.18%
22,306
|
$595,000 | 0.04% |
| American Eagle Outfitters In |
Closed
27,750
|
$587,000 | |
| Myers Inds Inc |
Opened
24,250
|
$562,000 | 0.04% |
| Toll Brothers Inc. |
Closed
5,436
|
$559,000 | |
| Oreilly Automotive Inc |
4.08%
485
|
$548,000 | 0.03% |
| Mastercard Incorporated |
No change
1,129
|
$544,000 | 0.03% |
| Comerica, Inc. |
Closed
9,650
|
$539,000 | |
| Wells Fargo Co New |
10.17%
9,275
|
$538,000 | 0.03% |
| Enterprise Prods Partners L |
0.54%
18,417
|
$537,000 | 0.03% |
| Unitedhealth Group Inc |
57.59%
975
|
$482,000 | 0.03% |
| New York Cmnty Bancorp Inc |
12.26%
149,000
|
$480,000 | 0.03% |
| Northern Lights Fund Trust |
6.75%
4,598
|
$445,000 | 0.03% |
| General Mtrs Co |
50.28%
9,000
|
$408,000 | 0.03% |
| Advanced Micro Devices Inc. |
Opened
2,238
|
$404,000 | 0.03% |
| Salesforce Inc |
7.92%
1,337
|
$403,000 | 0.03% |
| Lockheed Martin Corp. |
1.49%
883
|
$402,000 | 0.03% |
| United Parcel Service, Inc. |
29.58%
2,635
|
$392,000 | 0.02% |
| Ishares Inc |
Opened
8,411
|
$594,000 | 0.04% |
| Dow Inc |
5.89%
6,641
|
$385,000 | 0.02% |
| Healthcare Rlty Tr |
Opened
27,050
|
$383,000 | 0.02% |
| Applied Matls Inc |
No change
1,800
|
$371,000 | 0.02% |
| Kkr Co Inc |
12.36%
3,516
|
$354,000 | 0.02% |
| Dexcom Inc |
Opened
2,500
|
$347,000 | 0.02% |
| Pfizer Inc. |
16.89%
12,127
|
$337,000 | 0.02% |
| D.R. Horton Inc. |
No change
2,032
|
$334,000 | 0.02% |
| Darden Restaurants, Inc. |
0.11%
1,840
|
$308,000 | 0.02% |
| Truist Finl Corp |
20.45%
7,116
|
$277,000 | 0.02% |
| Tractor Supply Co. |
8.94%
1,019
|
$267,000 | 0.02% |
| Tesla Inc |
94.92%
1,514
|
$266,000 | 0.02% |
| Vertiv Holdings Co |
Opened
3,125
|
$255,000 | 0.02% |
| Global Med Reit Inc |
2.73%
28,250
|
$247,000 | 0.02% |
| Qualcomm, Inc. |
51.72%
1,446
|
$245,000 | 0.02% |
| Autozone Inc. |
Opened
75
|
$236,000 | 0.01% |
| Adobe Inc |
Closed
390
|
$233,000 | |
| Snowflake Inc. |
Opened
1,425
|
$230,000 | 0.01% |
| Inmode Ltd |
Closed
10,000
|
$222,000 | |
| Farmer Bros. Co. |
No change
60,950
|
$218,000 | 0.01% |
| Sempra |
No change
3,000
|
$215,000 | 0.01% |
| American Intl Group Inc |
Opened
2,700
|
$211,000 | 0.01% |
| Ishares Tr |
Opened
767
|
$208,000 | 0.01% |
| Gogo Inc |
Closed
15,000
|
$152,000 | |
| Rivian Automotive, Inc. |
8.33%
11,000
|
$120,000 | 0.01% |
| Comstock Res Inc |
52.69%
11,911
|
$111,000 | 0.01% |
| Sabre Corp |
No change
20,000
|
$48,000 | 0.00% |
| Dixie Group Inc. |
96.20%
54,746
|
$31,000 | 0.00% |
| Vox Royalty Corp |
No change
13,955
|
$29,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 233 holdings | |||
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