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BRIDGEWAY CAPITAL MANAGEMENT, LLC

Q2 2026 13F filing

Updated 27 days ago

1,233 disclosed positions worth $5.7B

Portfolio value
$5.7B
Total holdings
1,233
New positions
108
Closed positions
96
Increased
439
Decreased
328
Turnover
16.6%
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA CORPORATION

+1.0%
Value
$56.3M
Shares
281.3K
% Port
0.99%
A
2.AMD

ADVANCED MICRO DEVICES INC

-44.8%
Value
$47.7M
Shares
82.0K
% Port
0.84%
A

BROADCOM INC

+0.9%
Value
$47.1M
Shares
124.6K
% Port
0.83%
A

APPLE INC

+1.6%
Value
$46.9M
Shares
162.3K
% Port
0.83%
V

VIASAT INC

-24.3%
Value
$44.9M
Shares
499.7K
% Port
0.79%
J

JPMORGAN CHASE & CO

+2.6%
Value
$41.4M
Shares
126.6K
% Port
0.73%
V

VICTORIAS SECRET AND CO

-5.4%
Value
$40.7M
Shares
488.0K
% Port
0.72%
U
8.UNH

UNITEDHEALTH GROUP INC

+4.1%
Value
$39M
Shares
93.8K
% Port
0.69%
C

CISCO SYS INC

+1.3%
Value
$37.5M
Shares
319.4K
% Port
0.66%
M
10.MSFT

MICROSOFT CORP

+5.4%
Value
$36.3M
Shares
97.2K
% Port
0.64%
E
11.ENVA

ENOVA INTL INC

-9.1%
Value
$35.5M
Shares
147.6K
% Port
0.62%
G

ALPHABET INC

+0.0%
Value
$34.8M
Shares
97.4K
% Port
0.61%
L
13.LLY

ELI LILLY & CO

-5.4%
Value
$33.1M
Shares
27.6K
% Port
0.58%
B

BREAD FINANCIAL HOLDINGS INC

-8.2%
Value
$32.9M
Shares
303.4K
% Port
0.58%
A
15.AMZN

AMAZON COM INC

-1.0%
Value
$32.7M
Shares
137.3K
% Port
0.58%
S
16.SPHR

SPHERE ENTERTAINMENT CO

-26.8%
Value
$32.3M
Shares
186.7K
% Port
0.57%
J
17.JNJ

JOHNSON & JOHNSON

+2.3%
Value
$31.3M
Shares
123.2K
% Port
0.55%
M
18.META

META PLATFORMS INC

+26.4%
Value
$30.5M
Shares
54.2K
% Port
0.54%
C
19.COST

COSTCO WHOLESALE CORPORATION

+18.5%
Value
$29.8M
Shares
31.8K
% Port
0.52%
P
20.PLTR

PALANTIR TECHNOLOGIES INC

+37.0%
Value
$29.6M
Shares
253.5K
% Port
0.52%
B
21.BHE

BENCHMARK ELECTRS INC

+5.1%
Value
$28.7M
Shares
290.9K
% Port
0.50%
C
22.CALY

CALLAWAY GOLF CO

+8.8%
Value
$28.2M
Shares
1.50M
% Port
0.50%
I
23.IBM

INTERNATIONAL SEAWAYS INC

-11.5%
Value
$28.1M
Shares
366.9K
% Port
0.49%
T
24.TPC

TUTOR PERINI CORP

+0.3%
Value
$27.8M
Shares
335.1K
% Port
0.49%
B

BANK OF AMER CORP

-3.1%
Value
$27.7M
Shares
486.6K
% Port
0.49%
T
26.TSLA

TESLA INC

+0.1%
Value
$27.7M
Shares
65.8K
% Port
0.49%
R
27.RTX

RTX CORPORATION

+15.1%
Value
$27.7M
Shares
145.8K
% Port
0.49%
M
28.MA

MASTERCARD INCORPORATED

+9.9%
Value
$27.6M
Shares
53.8K
% Port
0.49%
B

BERKSHIRE HATHAWAY INC DEL

+8.5%
Value
$27.6M
Shares
55.2K
% Port
0.49%
I
30.IBM

INTERNATIONAL BUSINESS MACHS

-2.6%
Value
$27.6M
Shares
98.2K
% Port
0.49%
M
31.MCD

MCDONALDS CORP

+30.0%
Value
$27.6M
Shares
102.1K
% Port
0.49%
K
32.KO

COCA COLA CO

+5.7%
Value
$27.6M
Shares
339.6K
% Port
0.49%
X
33.XOM

EXXON MOBIL CORP

-3.3%
Value
$27.6M
Shares
201.8K
% Port
0.48%
M
34.MRK

MERCK & CO INC

-4.6%
Value
$27.6M
Shares
214.8K
% Port
0.48%
V
35.V

VISA INC

-0.9%
Value
$27.6M
Shares
80.4K
% Port
0.48%
O

ORACLE CORP

+12.8%
Value
$27.6M
Shares
188.3K
% Port
0.48%
P
37.PG

PROCTER & GAMBLE CO

+10.9%
Value
$27.6M
Shares
188.1K
% Port
0.48%
W
38.WMT

WALMART INC

+24.1%
Value
$27.6M
Shares
243.6K
% Port
0.48%
A
39.ABBV

ABBVIE INC

-2.3%
Value
$27.6M
Shares
109.5K
% Port
0.48%
H
40.HD

HOME DEPOT INC

+5.3%
Value
$27.6M
Shares
78.1K
% Port
0.48%
D
41.DIS

DISNEY WALT CO

+12.8%
Value
$27.5M
Shares
286.2K
% Port
0.48%
V
42.VZ

VERIZON COMMUNICATIONS INC

+6.3%
Value
$27.5M
Shares
650.0K
% Port
0.48%
C
43.CVX

CHEVRON CORPORATION

+1.2%
Value
$27.5M
Shares
165.8K
% Port
0.48%
N
44.NFLX

NETFLIX INC.

+51.2%
Value
$27.5M
Shares
384.6K
% Port
0.48%
W

WELLS FARGO & CO

+7.6%
Value
$27.4M
Shares
331.1K
% Port
0.48%
F
46.FFBC

1ST FINL BANCORP

+3.7%
Value
$27.3M
Shares
807.2K
% Port
0.48%
N
47.NTCT

NETSCOUT SYS INC

-3.2%
Value
$26.7M
Shares
613.5K
% Port
0.47%
P
48.PHIN

PHINIA INC

-3.5%
Value
$26.5M
Shares
322.0K
% Port
0.47%
B
49.BKU

BANKUNITED INC

+8.7%
Value
$26.1M
Shares
539.7K
% Port
0.46%
S
50.SIG

SIGNET JEWELERS LIMITED

+4.3%
Value
$24.8M
Shares
287.7K
% Port
0.44%