BRIDGEWAY CAPITAL MANAGEMENT, LLC

data from 30/09/2025

Capitalization

$ 4.688 B 11.26 %

Average holding period

17 ans

Performance

$ 4.464 B 144 102.40 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in BRIDGEWAY CAPITAL MANAGEMENT, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 1.10% 51.416 M $ 275568 2020/06/30 8.216 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 0.98% 45.818 M $ 88460 2004/12/31 1.796 M $ 4.13 %
2025/09/30 AVGO BROADCOM INC 0.85% 39.775 M $ 120563 2021/12/31 6.984 M $ 19.68 %
2025/09/30 META META PLATFORMS INC 0.84% 39.246 M $ 53442 2014/09/30 -199.969 K $ -0.50 %
2025/09/30 AAPL APPLE INC 0.83% 39.013 M $ 153214 2004/12/31 7.484 M $ 24.11 %
2025/09/30 ORCL ORACLE CORP 0.80% 37.344 M $ 132783 2004/12/31 8.722 M $ 28.64 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.79% 37.157 M $ 117797 2004/12/31 2.940 M $ 8.80 %
2025/09/30 V VISA INC 0.65% 30.594 M $ 89620 2008/09/30 -1.348 M $ -3.85 %
2025/09/30 WFC WELLS FARGO CO NEW 0.62% 28.833 M $ 343989 2002/03/31 1.242 M $ 4.62 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.61% 28.471 M $ 156072 2024/12/31 8.300 M $ 33.82 %
2025/09/30 SIG SIGNET JEWELERS LIMITED 0.61% 28.363 M $ 295696 2018/12/31 3.777 M $ 20.58 %
2025/09/30 AMZN AMAZON COM INC 0.59% 27.658 M $ 125964 2007/06/30 20.653 K $ 0.08 %
2025/09/30 MRK MERCK & CO INC 0.55% 25.931 M $ 308956 2009/12/31 1.394 M $ 6.03 %
2025/09/30 TPC TUTOR PERINI CORP 0.55% 25.830 M $ 393809 2015/12/31 9.672 M $ 40.21 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.55% 25.705 M $ 584865 2004/06/30 322.868 K $ 1.57 %
2025/09/30 NFLX NETFLIX INC 0.55% 25.671 M $ 21411 2025/06/30 -2.465 M $ -10.47 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.54% 25.095 M $ 27112 2023/06/30 -1.484 M $ -6.50 %
2025/09/30 AAP ADVANCE AUTO PARTS INC 0.51% 23.952 M $ 390095 2024/12/31 5.614 M $ 32.07 %
2025/09/30 LLY ELI LILLY & CO 0.49% 23.169 M $ 30366 2021/09/30 -534.034 K $ -2.12 %
2025/09/30 DAN DANA INC 0.49% 23.090 M $ 1152207 2023/12/31 3.855 M $ 16.85 %
2025/09/30 VSAT VIASAT INC 0.49% 23.072 M $ 787430 2024/12/31 9.514 M $ 100.68 %
2025/09/30 TDS TELEPHONE & DATA SYS INC 0.49% 23.042 M $ 587214 2021/03/31 2.350 M $ 10.29 %
2025/09/30 ABBV ABBVIE INC 0.49% 22.987 M $ 99281 2025/06/30 5.058 M $ 24.74 %
2025/09/30 TSLA TESLA INC 0.49% 22.950 M $ 51606 2020/09/30 8.141 M $ 40.00 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.49% 22.920 M $ 123610 2001/09/30 4.936 M $ 21.39 %
2025/09/30 DIS DISNEY WALT CO 0.49% 22.895 M $ 199953 2010/09/30 -1.570 M $ -7.67 %
2025/09/30 CVX CHEVRON CORP NEW 0.49% 22.892 M $ 147412 2003/06/30 1.725 M $ 8.45 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.49% 22.880 M $ 45511 2010/03/31 714.335 K $ 3.49 %
2025/09/30 MCD MCDONALDS CORP 0.49% 22.870 M $ 75257 2008/12/31 821.032 K $ 4.01 %
2025/09/30 RTX RTX CORPORATION 0.49% 22.863 M $ 136636 2020/06/30 2.986 M $ 14.59 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.49% 22.857 M $ 141277 2025/06/30 2.859 M $ 14.02 %
2025/09/30 XOM EXXON MOBIL CORP 0.49% 22.853 M $ 202684 2004/12/31 936.485 K $ 4.59 %
2025/09/30 HD HOME DEPOT INC 0.49% 22.843 M $ 56377 2018/09/30 2.152 M $ 10.51 %
2025/09/30 MA MASTERCARD INCORPORATED 0.49% 22.841 M $ 40155 2017/06/30 251.167 K $ 1.22 %
2025/09/30 KO COCA COLA CO 0.49% 22.838 M $ 344365 2003/06/30 -1.283 M $ -6.26 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.49% 22.830 M $ 148582 2001/09/30 -728.311 K $ -3.56 %
2025/09/30 BAC BANK AMERICA CORP 0.49% 22.822 M $ 442376 2004/12/31 1.842 M $ 9.02 %
2025/09/30 WMT WALMART INC 0.49% 22.821 M $ 221431 2004/12/31 1.109 M $ 5.40 %
2025/09/30 CSCO CISCO SYS INC 0.49% 22.817 M $ 333484 2004/12/31 -283.062 K $ -1.38 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.49% 22.798 M $ 66023 2014/12/31 2.193 M $ 10.68 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.49% 22.783 M $ 80745 2025/06/30 -878.086 K $ -4.28 %
2025/09/30 UNFI UNITED NAT FOODS INC 0.48% 22.644 M $ 601925 2018/09/30 9.941 M $ 61.39 %
2025/09/30 ENVA ENOVA INTL INC 0.48% 22.394 M $ 194576 2014/12/31 727.762 K $ 3.20 %
2025/09/30 BTU PEABODY ENERGY CORP 0.45% 21.264 M $ 801802 2025/03/31 9.111 M $ 97.62 %
2025/09/30 SPHR SPHERE ENTERTAINMENT CO 0.45% 20.966 M $ 337514 2023/06/30 7.200 M $ 48.61 %
2025/09/30 GOOGL ALPHABET INC 0.44% 20.856 M $ 85793 2015/12/31 5.620 M $ 37.94 %
2025/09/30 PENN PENN ENTERTAINMENT INC 0.44% 20.780 M $ 1078910 2025/06/30 1.455 M $ 7.78 %
2025/09/30 PHIN PHINIA INC 0.44% 20.482 M $ 356332 2024/09/30 4.630 M $ 29.20 %
2025/09/30 HCC WARRIOR MET COAL INC 0.43% 20.358 M $ 319892 2018/06/30 6.475 M $ 38.86 %
2025/09/30 BFH BREAD FINANCIAL HOLDINGS INC 0.41% 19.370 M $ 347320 2023/03/31 -447.971 K $ -2.36 %
2025/09/30 PINC PREMIER INC 0.41% 19.292 M $ 693948 2024/06/30 4.537 M $ 26.77 %
2025/09/30 EFSC ENTERPRISE FINL SVCS CORP 0.40% 18.917 M $ 326276 2023/09/30 897.448 K $ 5.23 %
2025/09/30 FFBC FIRST FINL BANCORP OH 0.40% 18.677 M $ 739666 2021/09/30 699.775 K $ 4.08 %
2025/09/30 SPNT SIRIUSPOINT LTD 0.39% 18.133 M $ 1002392 2021/03/31 -2.516 M $ -11.28 %
2025/09/30 HG HAMILTON INSURANCE GROUP LTD 0.38% 18.010 M $ 726206 2024/12/31 2.188 M $ 14.71 %
2025/09/30 VC VISTEON CORP 0.38% 17.977 M $ 149981 2025/06/30 4.314 M $ 28.47 %
2025/09/30 INSW INTERNATIONAL SEAWAYS INC 0.38% 17.827 M $ 386870 2024/12/31 3.672 M $ 26.32 %
2025/09/30 VSCO VICTORIAS SECRET AND CO 0.38% 17.644 M $ 650093 2025/09/30 0.000 $ 0.00 %
2025/09/30 BKU BANKUNITED INC 0.37% 17.387 M $ 455645 2023/03/31 1.105 M $ 7.22 %
2025/09/30 RNST RENASANT CORP 0.37% 17.377 M $ 471038 2020/09/30 437.419 K $ 2.67 %
2025/09/30 SBH SALLY BEAUTY HLDGS INC 0.36% 16.968 M $ 1042264 2023/12/31 7.999 M $ 75.81 %
2025/09/30 CENTA CENTRAL GARDEN & PET CO 0.36% 16.940 M $ 573644 2024/06/30 -1.054 M $ -5.62 %
2025/09/30 HMN HORACE MANN EDUCATORS CORP N 0.36% 16.900 M $ 374149 2011/09/30 768.748 K $ 5.12 %
2025/09/30 DNOW DNOW INC 0.36% 16.888 M $ 1107418 2024/06/30 402.231 K $ 2.83 %
2025/09/30 WSBC WESBANCO INC 0.36% 16.832 M $ 527148 2023/06/30 137.581 K $ 0.95 %
2025/09/30 BANR BANNER CORP 0.36% 16.760 M $ 255882 2020/12/31 329.296 K $ 2.10 %
2025/09/30 CRGY CRESCENT ENERGY COMPANY 0.35% 16.434 M $ 1842426 2023/09/30 548.257 K $ 3.72 %
2025/09/30 LCII LCI INDS 0.35% 16.419 M $ 176267 2025/06/30 336.016 K $ 2.15 %
2025/09/30 GBX GREENBRIER COS INC 0.35% 16.186 M $ 350568 2023/09/30 45.153 K $ 0.26 %
2025/09/30 ATKR ATKORE INC 0.34% 15.872 M $ 252982 2025/09/30 0.000 $ 0.00 %
2025/09/30 TRN TRINITY INDS INC 0.33% 15.673 M $ 558941 2025/09/30 0.000 $ 0.00 %
2025/09/30 DOLE DOLE PLC 0.33% 15.406 M $ 1146254 2023/09/30 -640.926 K $ -3.93 %
2025/09/30 GT GOODYEAR TIRE & RUBR CO 0.33% 15.280 M $ 2042732 2025/09/30 0.000 $ 0.00 %
2025/09/30 ADNT ADIENT PLC 0.32% 15.092 M $ 626736 2024/09/30 2.397 M $ 23.74 %
2025/09/30 FRME FIRST MERCHANTS CORP 0.32% 15.023 M $ 398498 2020/09/30 -238.273 K $ -1.57 %
2025/09/30 TNK TEEKAY TANKERS LTD 0.32% 15.019 M $ 297104 2024/12/31 2.742 M $ 21.16 %
2025/09/30 KMT KENNAMETAL INC 0.32% 14.815 M $ 707824 2025/03/31 -1.333 M $ -8.84 %
2025/09/30 DHT DHT HOLDINGS INC 0.31% 14.759 M $ 1235039 2024/12/31 1.328 M $ 10.55 %
2025/09/30 WAFD WAFD INC 0.31% 14.624 M $ 482815 2021/09/30 460.333 K $ 3.45 %
2025/09/30 NTCT NETSCOUT SYS INC 0.31% 14.554 M $ 563470 2020/03/31 207.066 K $ 4.11 %
2025/09/30 GOOG ALPHABET INC 0.31% 14.460 M $ 59371 2015/12/31 3.810 M $ 37.30 %
2025/09/30 LBRT LIBERTY ENERGY INC 0.31% 14.428 M $ 1169181 2023/09/30 958.520 K $ 7.49 %
2025/09/30 NWL NEWELL BRANDS INC 0.31% 14.334 M $ 2735560 2025/06/30 -384.376 K $ -2.96 %
2025/09/30 GIII G III APPAREL GROUP LTD 0.31% 14.303 M $ 537490 2019/06/30 2.530 M $ 18.79 %
2025/09/30 CMRE COSTAMARE INC 0.30% 14.294 M $ 1200169 2017/09/30 3.290 M $ 30.74 %
2025/09/30 OI O-I GLASS INC 0.30% 14.287 M $ 1101535 2023/09/30 0.000 $ 0.00 %
2025/09/30 VVX V2X INC 0.30% 14.204 M $ 244510 2025/03/31 2.203 M $ 19.65 %
2025/09/30 NTGR NETGEAR INC 0.30% 14.160 M $ 437164 2024/03/31 1.425 M $ 11.42 %
2025/09/30 FDP FRESH DEL MONTE PRODUCE INC 0.30% 14.110 M $ 406392 2019/09/30 1.068 M $ 7.09 %
2025/09/30 BV BRIGHTVIEW HLDGS INC 0.30% 14.052 M $ 1048634 2020/06/30 -3.392 M $ -19.52 %
2025/09/30 PFS PROVIDENT FINL SVCS INC 0.30% 13.978 M $ 724976 2012/09/30 1.006 M $ 9.98 %
2025/09/30 SFNC SIMMONS 1ST NATL CORP 0.30% 13.916 M $ 725923 2023/12/31 143.243 K $ 1.11 %
2025/09/30 BUSE FIRST BUSEY CORP 0.30% 13.904 M $ 600590 2018/06/30 150.032 K $ 1.14 %
2025/09/30 FIHL FIDELIS INSURANCE HOLDINGS L 0.29% 13.770 M $ 758676 2024/09/30 1.155 M $ 9.47 %
2025/09/30 SCSC SCANSOURCE INC 0.29% 13.683 M $ 311054 2016/09/30 669.767 K $ 5.21 %
2025/09/30 CSTM CONSTELLIUM SE 0.29% 13.601 M $ 914044 2024/12/31 1.394 M $ 11.88 %
2025/09/30 BANC BANC OF CALIFORNIA INC 0.29% 13.554 M $ 818953 2017/06/30 0.000 $ 0.00 %
2025/09/30 HTH HILLTOP HOLDINGS INC 0.29% 13.429 M $ 401828 2024/03/31 1.080 M $ 10.12 %
2025/09/30 SRCE 1ST SOURCE CORP 0.28% 13.336 M $ 216629 2013/06/30 -105.676 K $ -0.82 %
2025/09/30 QCRH QCR HOLDINGS INC 0.28% 13.205 M $ 174571 2019/06/30 1.324 M $ 11.40 %