13F HOLDINGS REPORT
WILSEY ASSET MANAGEMENT INC
Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0001598379-25-000001
Total Value
$539.5M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAPESTRY INC | TPR | 751,008 | $49.1M | 9.10% |
| 2 | MICROSOFT CORP | MSFT | 111,429 | $47.0M | 8.71% |
| 3 | WELLS FARGO CO NEW | 949746101 | 599,745 | $42.1M | 7.81% |
| 4 | GENERAL MTRS CO | 37045V100 | 690,232 | $36.8M | 6.82% |
| 5 | JPMORGAN CHASE & CO. | VYLD | 151,214 | $36.2M | 6.72% |
| 6 | PIEDMONT OFFICE REALTY TR IN | PDM | 3,953,542 | $36.2M | 6.71% |
| 7 | ALLSTATE CORP | ALL-PJ | 182,961 | $35.3M | 6.54% |
| 8 | MOLSON COORS BEVERAGE CO | TAP-A | 550,539 | $31.6M | 5.85% |
| 9 | FEDEX CORP | FDX | 108,113 | $30.4M | 5.64% |
| 10 | CHEVRON CORP NEW | CVX | 199,870 | $28.9M | 5.37% |
| 11 | VICI PPTYS INC | 925652109 | 940,416 | $27.5M | 5.09% |
| 12 | THE CIGNA GROUP | 125523100 | 98,157 | $27.1M | 5.02% |
| 13 | MOHAWK INDS INC | 608190104 | 198,514 | $23.6M | 4.38% |
| 14 | PFIZER INC | PFE | 883,357 | $23.4M | 4.34% |
| 15 | PARAMOUNT GLOBAL | 92556H206 | 1,902,332 | $19.9M | 3.69% |
| 16 | MEDICAL PPTYS TRUST INC | 58463J304 | 4,652,803 | $18.4M | 3.41% |
| 17 | PAYPAL HLDGS INC | PYPL | 142,812 | $12.2M | 2.26% |
| 18 | COSTCO WHSL CORP NEW | 22160K105 | 12,720 | $11.7M | 2.16% |
| 19 | VALERO ENERGY CORP | VLO | 7,496 | $918,935 | 0.17% |
| 20 | QUALCOMM INC | QCOM | 2,943 | $452,156 | 0.08% |
| 21 | LEIDOS HOLDINGS INC | LDOS | 2,197 | $316,500 | 0.06% |
| 22 | SCIENCE APPLICATIONS INTL CO | 808625107 | 2,059 | $230,155 | 0.04% |
| 23 | NVIDIA CORPORATION | NVDA | 1,582 | $212,447 | 0.04% |