WEDGE CAPITAL MANAGEMENT L L P/NC
Long Only Manager
WEDGE CAPITAL MANAGEMENT L L P/NC is a Long Only Manager based in Charlotte, NC led by Wesley Scott Stoltz, reporting $7.7B in AUM as of Q3 2025 with 30% Technology concentration.
Managing PartnerWesley Scott Stoltz
- Portfolio Value
- $5.9B
- Positions
- 525
- Top Holding
- LRCX at 1.41%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in WEDGE CAPITAL MANAGEMENT L L P/NC's portfolio (12.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $83.3M | 1.41% | +$83.0M Bought | 0.05% 622.4K shares | |
Semiconductors Technology | $79.2M | 1.34% | -$4.6M Sold | 0.06% 73.4K shares | |
Solar Energy | $76.9M | 1.30% | -$2.2M Sold | 0.70% 1.0M shares | |
Computer Hardware Technology | $75.3M | 1.27% | -$39.4M Sold | 0.15% 318.9K shares | |
Hardware, Equipment & Parts Technology | $73.3M | 1.24% | -$6.1M Sold | 0.11% 334.1K shares | |
Hardware, Equipment & Parts Technology | $73.2M | 1.24% | -$10.2M Sold | 0.05% 591.8K shares | |
Software - Application Technology | $73.0M | 1.24% | +$442.5K Bought | 0.34% 822.5K shares | |
Software - Infrastructure Technology | $72.7M | 1.23% | -$1.2M Sold | 0.00% 140.3K shares | |
Aerospace & Defense Industrials | $72.4M | 1.23% | -$3.9M Sold | 0.35% 133.3K shares | |
Internet Content & Information Communication Services | $70.3M | 1.19% | -$23.2M Sold | 0.00% 289.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in WEDGE CAPITAL MANAGEMENT L L P/NC's latest filing
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Analytics
Portfolio insights and performance metrics for WEDGE CAPITAL MANAGEMENT L L P/NC
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