Wedge Capital Management L L P Buys US Foods Holding Corp, Apple Inc, Skyworks Solutions Inc, Sells Lockheed Martin Corp, Cisco Systems Inc, Texas Instruments Inc

• New Purchases: USFD, SWKS, HII, AMAT, LRCX, WU, KMB, BBY, LEG, GRMN, TCF, VOYA, UPLD, CR, MCS, VBTX, HOMB, PBH, OC, CLAR, ONDK, FSBW, LAWS, FLGT, DGII, TREC, CLFD, BSIG, SERV, NGHC, GOGO, LAUR, 9KG, BCC, WTTR, 2WZ, DIS, TUP, SYNA, SNBR, RDN, BKNG, POWL, PTSI, ISBC, GE, CAT, ARW, ADBE,
• Added Positions: AAPL, INTC, PFE, RH, AXS, EQT, GILD, LH, MCK, ALLY, GIS, QRTEA, ABC, CPB, TCBI, EVRG, ENS, BEN, ARGO, ATUS, EXC, HOLX, MSI, NOC, UGI, DFS, IBTX, MGP, AEP, EWBC, OGE, PEG, POR, TMUS, SAIC, ETRN, AIG, CMA, J, JNJ, LNC, MET, PFG, UNM, COWN, LMAT, DAL, JAZZ, EXTN, MO, AMT, AZPN, CMTL, FDEF, GS, HWC, JCI, JOUT, MKL, MTRX, MYE, NRG, NWPX, SLM, TBBK, VZ, WM, EFC, CIT, GM, ALSN, NGVC, PE, ELVT, OSMT, FNHC, T, ABT, AKAM, AMOT, APA, ARCB, AVT, ANIP, BMY, CCNE, CRAI, CDR, CPSI, CTO, CVTI, LIVN, DAKT, DHR, DLX, DCO, BOOM, FMNB, VERU, CLGX, FBIZ, F, HALL, HVT, HD, HON, IBM, JKHY, FSTR, JEF, MCBC, MDT, TLRD, MRK, VIVO, MTH, MTX, MOD, NSSC, EPM, PCTI, MD, PDCE, LIN, PDS, PG, DGX, RRGB, RVSB, SCVL, SON, LUV, SBUX, STKL, TESS, TMO, TOL, THS, UNP, UIS, UCFC, USAP, URBN, WFC, EVR, TTGT, TDC, TITN, MG, AVGO, AT, VRA, RM, FB, TPH, ENTA, TCS, EGRX, ETSY, BKI, PYPL, DFIN, AA, PLYM, MCB,
• Reduced Positions: CSCO, TXN, AIZ, CI, CMCSA, UHS, MRVL, FNF, TDG, DAN, MMM, VAC, ZBH, ANSS, TER, ACM, CDW, BURL, PHM, WYND, AER, EMN, TGT, KMX, DECK, ORLY, HLT, PAYC, BIIB, DHI, MSFT, VFC, ASH, BAC, DOV, GPN, RSG, AZO, AVB, FICO, FISV, LAMR, NVR, PKG, PB, SBNY, SXI, TPX, ETR, SPGI, KEYS, ALK, ADS, AFG, AMP, COP, FITB, JPM, LM, MFA, PAYX, URI, ACN, BWA, ATGE, DE, FDX, HAL, TILE, PNFP, SP, SYY, AAN, CFX, DG, HCA, AMGN, ADM, BP, CERN, C, DVA, DLA, EMR, EBF, FISI, THFF, GHM, HBIO, ITT, LOW, MRO, MAS, MS, OSBC, OMN, ORCL, PH, PLAB, RS, SLB, DWSN, TOT, TRNS, UNH, UTMD, AYR, NOA, PFIE, PCOM, VPG, LYB, ABBV, ERA, HRTG, ASPN, CFG, GWB, LBRDK, CNDT, HBB, ANF, AMZN, DOX, AMSWA, HCKT, AIT, AROW, ASB, ALOT, ALV, BOKF, BXS, BOH, BELFB, BDC, BIG, EAT, CACI, CCBG, CSL, CE, CNTY, CTL, CTXS, COLB, CMCO, CBSH, DXC, INGR, CCRN, CCK, CULP, CMI, CUTR, CYBE, DSPG, DVN, DDS, UFS, ETFC, ESGR, EVC, EEFT, FNB, FDS, CIVB, FCBC, FL, GME, EVRI, SFST, GPOR, EHC, HSII, HP, HFC, HBAN, HUN, IBCP, NSIT, IP, LSTR, LAZ, LFVN, LB, SOHO, TIVO, MANT, MPX, MRLN, MBWM, MEI, MSA, MCRI, NBR, NDAQ, NATI, NRIM, OII, OCFC, OIS, OTEX, PNM, PTEN, PBCT, PVH, RDNT, PDEX, PRSC, QCRH, PWR, RBC, RCKY, RDS.A, RUTH, STBA, SASR, SIG, SLP, SMBC, SWN, SPAR, STLD, TTMI, TTEK, TGA, TACT, RIG, UFPT, UNTY, ULH, VRSN, GWW, WMT, WSBF, WCC, WDC, WLK, ZION, HAYN, ICFI, LDOS, SONA, KBR, HCCI, RLGT, HROW, MOFG, HI, FSFG, CLW, FF, TBNK, CRHM, OPNT, LEA, CHTR, SIX, FN, SAVE, APTV, LPI, RXN, BLMN, HDS, TPRE, ESI, AR, OMF, BHR, HMHC, SMLR, VEC, SPNE, BNED, AFI, TPB, ATKR, FHB, AIRG, CLPR, WOW,
• Sold Out: LMT, CIEN, TSN, MOH, HAS, TSCO, HIG, OI, EIX, 1BA, 1BA, GWR, PLT, SPTN, FDUS, NBN, BSTC, SHLO, CNXN, ZIXI, PNNT, III, INTT, BKCC, EZPW, OFS, JYNT, CAH, ATH, BA, BWB, LOGM, SEAS, FTSI, CSBR, AKS, CRNC, WOR, WAFD, UTX, SNV, NUS, LPX, KLIC, HAIN, TGNA, COT, CNSL, CHK, CVU, SAM, NSP, EPAC,

For the details of WEDGE CAPITAL MANAGEMENT L L P's stock buys and sells, go to https://www.gurufocus.com/guru/wedge+capital+management+l+l+p/current-portfolio/portfolio

1. Ally Financial Inc (ALLY) - 5,130,879 shares, 1.75% of the total portfolio. Shares added by 5.21%
2. TransDigm Group Inc (TDG) - 260,187 shares, 1.63% of the total portfolio. Shares reduced by 9.88%
3. Universal Health Services Inc (UHS) - 979,802 shares, 1.57% of the total portfolio. Shares reduced by 18.72%
4. Murphy Oil Corp (MUR) - 4,926,552 shares, 1.47% of the total portfolio. Shares added by 0.05%
5. Zimmer Biomet Holdings Inc (ZBH) - 882,055 shares, 1.47% of the total portfolio. Shares reduced by 9.23%

Wedge Capital Management L L P initiated holding in US Foods Holding Corp. The purchase prices were between $38.66 and $42.01, with an estimated average price of $40.14. The stock is now traded at around $41.17. The impact to a portfolio due to this purchase was 0.56%. The holding were 1,208,588 shares as of .

Wedge Capital Management L L P initiated holding in Skyworks Solutions Inc. The purchase prices were between $75.43 and $122.29, with an estimated average price of $98.94. The stock is now traded at around $120.42. The impact to a portfolio due to this purchase was 0.53%. The holding were 391,637 shares as of .

Wedge Capital Management L L P initiated holding in Huntington Ingalls Industries Inc. The purchase prices were between $200.16 and $258.06, with an estimated average price of $237.97. The stock is now traded at around $274.10. The impact to a portfolio due to this purchase was 0.52%. The holding were 186,781 shares as of .

Wedge Capital Management L L P initiated holding in Applied Materials Inc. The purchase prices were between $49.31 and $62.35, with an estimated average price of $56.41. The stock is now traded at around $61.93. The impact to a portfolio due to this purchase was 0.51%. The holding were 741,532 shares as of .

Wedge Capital Management L L P initiated holding in Lam Research Corp. The purchase prices were between $227.7 and $297.41, with an estimated average price of $266.62. The stock is now traded at around $298.34. The impact to a portfolio due to this purchase was 0.51%. The holding were 156,197 shares as of .

Wedge Capital Management L L P initiated holding in The Western Union Co. The purchase prices were between $22.77 and $27.87, with an estimated average price of $26.01. The stock is now traded at around $27.07. The impact to a portfolio due to this purchase was 0.47%. The holding were 1,582,800 shares as of .

Wedge Capital Management L L P added to a holding in Apple Inc by 1855.20%. The purchase prices were between $218.96 and $293.65, with an estimated average price of $258.41. The stock is now traded at around $311.34. The impact to a portfolio due to this purchase was 0.53%. The holding were 171,354 shares as of .

Wedge Capital Management L L P added to a holding in Intel Corp by 8542.75%. The purchase prices were between $49.39 and $60.08, with an estimated average price of $56.13. The stock is now traded at around $58.94. The impact to a portfolio due to this purchase was 0.51%. The holding were 783,465 shares as of .

Wedge Capital Management L L P added to a holding in Pfizer Inc by 8853.76%. The purchase prices were between $34.7 and $39.38, with an estimated average price of $37.62. The stock is now traded at around $40.67. The impact to a portfolio due to this purchase was 0.45%. The holding were 1,061,826 shares as of .

Wedge Capital Management L L P added to a holding in RH by 6318.14%. The purchase prices were between $164.95 and $241.97, with an estimated average price of $196.16. The stock is now traded at around $221.06. The impact to a portfolio due to this purchase was 0.36%. The holding were 153,586 shares as of .

Wedge Capital Management L L P added to a holding in Axis Capital Holdings Ltd by 34.18%. The purchase prices were between $58.05 and $65.4, with an estimated average price of $60.37. The stock is now traded at around $60.41. The impact to a portfolio due to this purchase was 0.13%. The holding were 784,087 shares as of .

Wedge Capital Management L L P added to a holding in Gilead Sciences Inc by 26.96%. The purchase prices were between $61.62 and $67.78, with an estimated average price of $65.21. The stock is now traded at around $64.10. The impact to a portfolio due to this purchase was 0.1%. The holding were 653,570 shares as of .

Wedge Capital Management L L P sold out a holding in Lockheed Martin Corp. The sale prices were between $370.73 and $394.24, with an estimated average price of $384.

Wedge Capital Management L L P sold out a holding in Ciena Corp. The sale prices were between $34.61 and $42.72, with an estimated average price of $38.19.

Wedge Capital Management L L P sold out a holding in Tyson Foods Inc. The sale prices were between $77.5 and $91.42, with an estimated average price of $86.17.

Wedge Capital Management L L P sold out a holding in Molina Healthcare Inc. The sale prices were between $110.09 and $137.92, with an estimated average price of $126.55.

Wedge Capital Management L L P sold out a holding in Hasbro Inc. The sale prices were between $94 and $122.39, with an estimated average price of $103.85.

Wedge Capital Management L L P sold out a holding in Tractor Supply Co. The sale prices were between $90.57 and $98.49, with an estimated average price of $94.95.