InvestInfoAI
Petrus Trust Company, LTA

Q2 2025 · 13F-HR

Petrus Trust Company, LTAholdings as filed

Filed 2025-08-14 · accession 0000950123-25-008150

$963.7M
Reported value
499
Positions
2025-06-30
Period end
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The Brief · Petrus Trust Company, LTA · Q2 2025

AI · grounded in 13F

Petrus Trust Company, LTA established a new position in SPY valued at $134.3M. The fund also initiated new stakes in MSFT for $74.3M and AMZN for $70.4M. Additional new positions include CPAY at $68.7M and WDAY at $42.9M. Total assets under management stand at $963.7M across 499 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$134.3M13.9%217,340CommonSOLE
594918104MSFTMICROSOFT CORP$74.3M7.71%149,462CommonSOLE
023135106AMZNAMAZON COM INC$70.4M7.30%320,863CommonSOLE
219948106CPAYCORPAY INC$68.7M7.13%207,101CommonSOLE
98138H101WDAYWORKDAY INC$42.9M4.45%178,757CommonSOLE
G0403H108AONAON PLC$42.7M4.43%119,585CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$38.4M3.99%68,404CommonSOLE
79466L302CRMSALESFORCE INC$34.9M3.62%127,826CommonSOLE
053332102AZOAUTOZONE INC$34.2M3.55%9,214CommonSOLE
55354G100MSCIMSCI INC$33.0M3.42%57,177CommonSOLE
22160N109CSGPCOSTAR GROUP INC$26.3M2.73%327,097CommonSOLE
49177J102KVUEKENVUE INC$26.2M2.72%1,251,000CommonSOLE
803054204SAPSAP SE$26.1M2.71%85,942CommonSOLE
02079K107GOOGALPHABET INC$24.8M2.57%139,623CommonSOLE
464287242LQDISHARES TR$20.5M2.13%187,374CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$20.4M2.11%112,137CommonSOLE
743315103PGRPROGRESSIVE CORP$20.0M2.08%75,000CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$16.5M1.71%532,581CommonSOLE
38246G108GDRXGOODRX HLDGS INC$15.4M1.60%3,098,559CommonSOLE
75321W103PACKRANPAK HOLDINGS CORP$10.2M1.06%2,866,356CommonSOLE
02079K305GOOGLALPHABET INC$4.9M0.51%28,069CommonSOLE
G7738W106SFLSFL CORPORATION LTD$897,4330.09%107,735CommonSOLE
N14506104ESTCELASTIC N V$842,2040.09%9,987CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$818,4600.08%21,465CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$812,1560.08%80,651CommonSOLE
15135B101CNCCENTENE CORP DEL$794,8760.08%14,644CommonSOLE
68752M108OFIXORTHOFIX MED INC$789,8100.08%70,835CommonSOLE
G3922B107GGENPACT LIMITED$789,2750.08%17,934CommonSOLE
781154109RBRKRUBRIK INC.$776,3870.08%8,666CommonSOLE
31428X106FDXFEDEX CORP$764,6710.08%3,364CommonSOLE
39854F101GRNDGRINDR INC$762,1980.08%33,577CommonSOLE
64110D104NTAPNETAPP INC$759,5950.08%7,129CommonSOLE
617700109MORNMORNINGSTAR INC$756,5710.08%2,410CommonSOLE
83570H108SONOSONOS INC$751,5650.08%69,525CommonSOLE
21874C102CNMCORE & MAIN INC$750,2110.08%12,431CommonSOLE
603158106MTXMINERALS TECHNOLOGIES INC$747,6300.08%13,576CommonSOLE
50050N103KTBKONTOOR BRANDS INC$744,5370.08%11,286CommonSOLE
737446104POSTPOST HLDGS INC$729,4110.08%6,690CommonSOLE
141788109CARGCARGURUS INC$715,7220.07%21,384CommonSOLE
88025T102TENBTENABLE HLDGS INC$712,0490.07%21,079CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$700,9590.07%2,353CommonSOLE
371901109GNTXGENTEX CORP$697,2590.07%31,708CommonSOLE
Y62132108NVGSNAVIGATOR HLDGS LTD$693,0250.07%48,977CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$686,0000.07%7,876CommonSOLE
576690101MTRNMATERION CORP$678,9310.07%8,554CommonSOLE
65158N102NMRKNEWMARK GROUP INC$674,1180.07%55,483CommonSOLE
81686C104628SEMRUSH HLDGS INC$661,2740.07%73,069CommonSOLE
30069T101EEEXCELERATE ENERGY INC$659,3770.07%22,489CommonSOLE
47074L105JAMFJAMF HLDG CORP$657,6360.07%69,152CommonSOLE
44891N208IACIAC INC$656,5870.07%17,584CommonSOLE
G5509L101LIVNLIVANOVA PLC$656,3020.07%14,578CommonSOLE
447011107HUNHUNTSMAN CORP$652,5940.07%62,629CommonSOLE
4315711089HIHILLENBRAND INC$652,4360.07%32,508CommonSOLE
075887109BDXBECTON DICKINSON & CO$650,5880.07%3,777CommonSOLE
505336107LZBLA Z BOY INC$645,0850.07%17,355CommonSOLE
44930G107ICUIICU MED INC$640,6630.07%4,848CommonSOLE
099724106BWABORGWARNER INC$637,0240.07%19,027CommonSOLE
44925C103ICFIICF INTL INC$637,0190.07%7,520CommonSOLE
985817105YELPYELP INC$635,5370.07%18,545CommonSOLE
771049103RBLXROBLOX CORP$630,4640.07%5,993CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$626,9140.07%41,878CommonSOLE
03168L105AMRXAMNEAL PHARMACEUTICALS INC$623,7630.06%77,103CommonSOLE
02215L209KNTKKINETIK HOLDINGS INC$622,7350.06%14,137CommonSOLE
088929104BGCBGC GROUP INC$619,8560.06%60,592CommonSOLE
98139A105WKWORKIVA INC$618,2400.06%9,032CommonSOLE
012653101ALBALBEMARLE CORP$611,1580.06%9,752CommonSOLE
74624M102PPURE STORAGE INC$609,2540.06%10,581CommonSOLE
02913V103APEIAMERICAN PUB ED INC$608,5600.06%19,979CommonSOLE
M2197Q107CLBTCELLEBRITE DI LTD$606,2560.06%37,891CommonSOLE
690742101OCOWENS CORNING NEW$605,0880.06%4,400CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$604,4770.06%13,804CommonSOLE
69888T207PARRPAR PAC HOLDINGS INC$599,4720.06%22,596CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$595,6970.06%4,408CommonSOLE
829073105SSDSIMPSON MFG INC$592,6630.06%3,816CommonSOLE
7495271071RGREV GROUP INC$589,6880.06%12,391CommonSOLE
640491106NEOGNEOGEN CORP$589,5370.06%123,334CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$585,4600.06%4,761CommonSOLE
147528103CASYCASEYS GEN STORES INC$585,2800.06%1,147CommonSOLE
817565104SCISERVICE CORP INTL$580,3010.06%7,129CommonSOLE
902494103TSNTYSON FOODS INC$577,2450.06%10,319CommonSOLE
01748X102ALGTALLEGIANT TRAVEL CO$576,9200.06%10,499CommonSOLE
67059N108NTNXNUTANIX INC$573,1470.06%7,498CommonSOLE
00090Q103ADTADT INC DEL$572,5640.06%67,599CommonSOLE
60646V105MCWMISTER CAR WASH INC$572,0380.06%95,181CommonSOLE
79589L106IOTSAMSARA INC$570,3260.06%14,337CommonSOLE
G0084W101ADNTADIENT PLC$566,0520.06%29,088CommonSOLE
78463M107SPSCSPS COMM INC$565,8620.06%4,158CommonSOLE
548661107LOWLOWES COS INC$559,1120.06%2,520CommonSOLE
825704109SIBNSI-BONE INC$557,0720.06%29,600CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$551,9180.06%6,938CommonSOLE
85209W109SPTSPROUT SOCIAL INC$550,8110.06%26,342CommonSOLE
70975L107PENPENUMBRA INC$550,4710.06%2,145CommonSOLE
12618T105CRAICRA INTL INC$550,1180.06%2,936CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$548,0690.06%3,369CommonSOLE
044186104ASHASHLAND INC$546,9460.06%10,878CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$543,5330.06%52,414CommonSOLE
44952J104CRGYCRESCENT ENERGY COMPANY$542,5740.06%63,090CommonSOLE
163086101CHEFCHEFS WHSE INC$537,2800.06%8,420CommonSOLE
086516101BBYBEST BUY INC$533,4150.06%7,946CommonSOLE
068463108BBSIBARRETT BUSINESS SVCS INC$531,2970.06%12,744CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$531,1460.06%17,932CommonSOLE
420261109HWKNHAWKINS INC$530,6010.06%3,734CommonSOLE
67098H104OIO-I GLASS INC$525,1130.05%35,625CommonSOLE
50189K103LCIILCI INDS$520,6950.05%5,710CommonSOLE
682680103OKEONEOK INC NEW$518,2690.05%6,349CommonSOLE
413197104HRMYHARMONY BIOSCIENCES HLDGS IN$518,1450.05%16,397CommonSOLE
45768S105IOSPINNOSPEC INC$515,8920.05%6,135CommonSOLE
P31076105CPACOPA HOLDINGS SA$514,6600.05%4,680CommonSOLE
097023105BABOEING CO$514,1870.05%2,454CommonSOLE
26603R106DUOLDUOLINGO INC$510,0650.05%1,244CommonSOLE
71363P106PRDOPERDOCEO ED CORP$509,8330.05%15,596CommonSOLE
45688C107NGVTINGEVITY CORP$502,9900.05%11,673CommonSOLE
9026851067WHUDEMY INC$502,1040.05%71,423CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$501,9000.05%507CommonSOLE
49845K101KVYOKLAVIYO INC$500,3420.05%14,900CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$499,2930.05%7,652CommonSOLE
428103105HESMHESS MIDSTREAM LP$497,9340.05%12,930CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$497,8970.05%5,457CommonSOLE
39813G109GDYNGRID DYNAMICS HLDGS INC$497,2850.05%43,055CommonSOLE
87484T108TALOTALOS ENERGY INC$495,2910.05%58,407CommonSOLE
17306X102CTRNCITI TRENDS INC$492,7360.05%14,757CommonSOLE
00724F101ADBEADOBE INC$492,1110.05%1,272CommonSOLE
751212101RLRALPH LAUREN CORP$490,4130.05%1,788CommonSOLE
G97822103PRGOPERRIGO CO PLC$489,2430.05%18,310CommonSOLE
285512109EAELECTRONIC ARTS INC$485,1690.05%3,038CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$484,6370.05%4,560CommonSOLE
88337F105ODP1THE ODP CORP$478,7410.05%26,406CommonSOLE
G4809J106IGICINTL GNRL INSURANCE HLDNGS L$478,2380.05%19,910CommonSOLE
747301109QUADQUAD / GRAPHICS INC$474,9330.05%84,059CommonSOLE
981475106WKCWORLD KINECT CORPORATION$473,1620.05%16,690CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$472,8070.05%15,426CommonSOLE
192576106COHUCOHU INC$472,2270.05%24,544CommonSOLE
16411R208LNGCHENIERE ENERGY INC$470,9680.05%1,934CommonSOLE
50012A108KGSKODIAK GAS SVCS INC$467,4430.05%13,640CommonSOLE
912008109USFDUS FOODS HLDG CORP$466,7580.05%6,061CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$466,3430.05%6,799CommonSOLE
92511U102VRRMVERRA MOBILITY CORP$463,5450.05%18,257CommonSOLE
449172105HYHYSTER-YALE INC$460,1750.05%11,568CommonSOLE
94724R108WEAVWEAVE COMMUNICATIONS INC$459,8380.05%55,269CommonSOLE
30214U102EXPOEXPONENT INC$459,4670.05%6,150CommonSOLE
00773T101ASIXADVANSIX INC$456,6410.05%19,227CommonSOLE
76171L106REYNREYNOLDS CONSUMER PRODS INC$455,6250.05%21,271CommonSOLE
258278100DORMDORMAN PRODS INC$455,1060.05%3,710CommonSOLE
358054104FRSHFRESHWORKS INC$453,9800.05%30,448CommonSOLE
205887102CAGCONAGRA BRANDS INC$452,0590.05%22,084CommonSOLE
566330106MCSMARCUS CORP DEL$451,8310.05%26,799CommonSOLE
009066101ABNBAIRBNB INC$445,8530.05%3,369CommonSOLE
45778Q107NSPINSPERITY INC$445,8500.05%7,416CommonSOLE
448947507IDTIDT CORP$445,6510.05%6,523CommonSOLE
000957100ABMABM INDS INC$443,1600.05%9,387CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$441,3380.05%8,568CommonSOLE
466032109JJSFJ & J SNACK FOODS CORP$440,1440.05%3,881CommonSOLE
G0772R208NTBBANK OF NT BUTTERFIELD&SON L$440,1430.05%9,940CommonSOLE
880345103TNCTENNANT CO$440,0090.05%5,679CommonSOLE
10240L102BOWBOWHEAD SPECIALTY HLDGS INC$439,8520.05%11,720CommonSOLE
115236101BROBROWN & BROWN INC$439,4890.05%3,964CommonSOLE
25809K105DASHDOORDASH INC$438,7880.05%1,780CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$437,6620.05%10,096CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$436,0110.05%2,420CommonSOLE
G0250X107AMCRAMCOR PLC$433,7860.05%47,202CommonSOLE
006739106ADUSADDUS HOMECARE CORP$432,6540.04%3,756CommonSOLE
25754A201DPZDOMINOS PIZZA INC$432,5760.04%960CommonSOLE
57164Y107VACMARRIOTT VACATIONS WORLDWIDE$431,8350.04%5,972CommonSOLE
55405W104MYRGMYR GROUP INC DEL$431,4880.04%2,378CommonSOLE
461202103INTUINTUIT$430,8340.04%547CommonSOLE
488152208KELYAKELLY SVCS INC$428,4810.04%36,591CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$427,3810.04%238CommonSOLE
80810D103SDGRSCHRODINGER INC$426,0810.04%21,177CommonSOLE
45784P101PODDINSULET CORP$426,0280.04%1,356CommonSOLE
11135F101AVGOBROADCOM INC$425,3280.04%1,543CommonSOLE
53947R105LOARLOAR HOLDINGS INC$423,9560.04%4,920CommonSOLE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES COR$422,5570.04%36,271CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$422,5500.04%22,669CommonSOLE
830879102SKYWSKYWEST INC$422,0740.04%4,099CommonSOLE
775711104ROLROLLINS INC$419,5960.04%7,437CommonSOLE
093671105HRBBLOCK H & R INC$419,5790.04%7,644CommonSOLE
12763L105CDRECADRE HLDGS INC$417,9360.04%13,122CommonSOLE
39874R101GOGROCERY OUTLET HLDG CORP$417,6470.04%33,627CommonSOLE
87265H109T86TRI POINTE HOMES INC$417,2990.04%13,061CommonSOLE
92826C839VVISA INC$416,4740.04%1,173CommonSOLE
N72482206QGENQIAGEN NV$415,6710.04%8,649CommonSOLE
01446U103ALRSALERUS FINL CORP$415,2930.04%19,191CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$414,4790.04%9,371CommonSOLE
023586100UHALU HAUL HOLDING COMPANY$414,0490.04%6,837CommonSOLE
G3R239101GAMBGAMBLING COM GROUP LIMITED$413,7840.04%34,801CommonSOLE
04963C209ATRCATRICURE INC$412,9350.04%12,601CommonSOLE
194014502ENOVENOVIS CORPORATION$411,4750.04%13,121CommonSOLE
88162G103TTEKTETRA TECH INC NEW$411,2030.04%11,435CommonSOLE
74967X103RHRH$410,9080.04%2,174CommonSOLE
525558201LMATLEMAITRE VASCULAR INC$409,1040.04%4,926CommonSOLE
88362T103THRTHERMON GROUP HLDGS INC$406,5980.04%14,480CommonSOLE
256677105DGDOLLAR GEN CORP NEW$403,5330.04%3,528CommonSOLE
596278101MIDDMIDDLEBY CORP$402,4800.04%2,795CommonSOLE
G0260P102ASAMER SPORTS INC$400,3910.04%10,330CommonSOLE
88830R101TITNTITAN MACHY INC$398,5180.04%20,117CommonSOLE
Y2573F102FLEXFLEX LTD$398,4610.04%7,982CommonSOLE
G5S37H101MRXMAREX GROUP PLC$397,7790.04%10,078CommonSOLE
00091G104ACVAACV AUCTIONS INC$396,6760.04%24,456CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$396,4920.04%3,928CommonSOLE
293389102EBFENNIS INC$395,9600.04%21,828CommonSOLE
57686G105MATXMATSON INC$392,8430.04%3,528CommonSOLE
104674106BRCBRADY CORP$392,4590.04%5,774CommonSOLE
86722A103SXCSUNCOKE ENERGY INC$391,4120.04%45,566CommonSOLE
G6564A105NOMDNOMAD FOODS LTD$391,2800.04%23,030CommonSOLE
27923Q109ECVTECOVYST INC$390,4720.04%47,445CommonSOLE
20030N101CMCSACOMCAST CORP NEW$390,1990.04%10,933CommonSOLE
053604104AVPTAVEPOINT INC$389,8500.04%20,189CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$389,4070.04%12,839CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$388,4540.04%4,441CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$387,2530.04%6,305CommonSOLE
879369106TFXTELEFLEX INCORPORATED$385,2620.04%3,255CommonSOLE
60937P106MDBMONGODB INC$381,5520.04%1,817CommonSOLE
353514102FELEFRANKLIN ELEC INC$380,4980.04%4,240CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$379,4960.04%10,128CommonSOLE
680223104ORIOLD REP INTL CORP$379,3640.04%9,869CommonSOLE
981811102WORWORTHINGTON ENTERPRISES INC$378,9130.04%5,954CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$378,4840.04%4,765CommonSOLE
410345102HN9HANESBRANDS INC$377,6480.04%82,456CommonSOLE
235825205DANDANA INC$377,3510.04%22,003CommonSOLE
929236107WDFCWD 40 CO$377,2610.04%1,654CommonSOLE
037598109APOGAPOGEE ENTERPRISES INC$377,0120.04%9,286CommonSOLE
37637K108GTLBGITLAB INC$376,1720.04%8,339CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$376,0160.04%1,132CommonSOLE
466313103JBLJABIL INC$374,9140.04%1,719CommonSOLE
42328H109HLIOHELIOS TECHNOLOGIES INC$374,7120.04%11,229CommonSOLE
343498101FLOFLOWERS FOODS INC$372,7180.04%23,324CommonSOLE
109696104BCOBRINKS CO$371,3570.04%4,159CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$370,5900.04%914CommonSOLE
81730H109SSENTINELONE INC$370,4440.04%20,265CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$369,3270.04%3,643CommonSOLE
30226D106EXTREXTREME NETWORKS$368,0290.04%20,503CommonSOLE
34959J108FTVFORTIVE CORP$367,2040.04%7,044CommonSOLE
857477103STTSTATE STR CORP$364,9590.04%3,432CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$364,7220.04%63CommonSOLE
090572207BIOBIO RAD LABS INC$364,3930.04%1,510CommonSOLE
23918K108DVADAVITA INC$364,2450.04%2,557CommonSOLE
10948C107BVBRIGHTVIEW HLDGS INC$362,6200.04%21,779CommonSOLE
577933104MMSMAXIMUS INC$359,9860.04%5,128CommonSOLE
946784105WAYWAYSTAR HLDG CORP$359,9010.04%8,806CommonSOLE
256746108DLTRDOLLAR TREE INC$359,1190.04%3,626CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$358,2600.04%13,152CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$356,9160.04%10,796CommonSOLE
09062W204BLFSBIOLIFE SOLUTIONS INC$355,6040.04%16,509CommonSOLE
45774W108IIININSTEEL INDS INC$353,2720.04%9,494CommonSOLE
198516106COLMCOLUMBIA SPORTSWEAR CO$351,5150.04%5,755CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$349,6990.04%3,834CommonSOLE
199333105CMCOCOLUMBUS MCKINNON CORP N Y$349,6370.04%22,897CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$348,5060.04%1,166CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$347,9750.04%4,008CommonSOLE
713448108PEPPEPSICO INC$346,2090.04%2,622CommonSOLE
858586100SCLSTEPAN CO$346,2010.04%6,343CommonSOLE
371532102GCOGENESCO INC$346,0520.04%17,575CommonSOLE
600544100MLKNMILLERKNOLL INC$344,8410.04%17,757CommonSOLE
278642103EBAYEBAY INC.$344,1540.04%4,622CommonSOLE
05508R106BGSB & G FOODS INC NEW$344,0390.04%81,333CommonSOLE
86333M108LRNSTRIDE INC$343,0840.04%2,363CommonSOLE
78435P105SEZLSEZZLE INC$342,7260.04%1,912CommonSOLE
01625V104ALHCALIGNMENT HEALTHCARE INC$342,3980.04%24,457CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$342,2630.04%9,892CommonSOLE
314211103FHIFEDERATED HERMES INC$342,1500.04%7,720CommonSOLE
719405102PLABPHOTRONICS INC$342,1410.04%18,170CommonSOLE
437076102HDHOME DEPOT INC$342,0750.04%933CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$339,9550.04%6,587CommonSOLE
871332102SLVMSYLVAMO CORP$339,9290.04%6,785CommonSOLE
12621E103CNOCNO FINL GROUP INC$339,3880.04%8,797CommonSOLE
885160101THOTHOR INDS INC$338,4550.04%3,811CommonSOLE
50212V100LPLALPL FINL HLDGS INC$338,2230.04%902CommonSOLE
M5216V106GLBEGLOBAL E ONLINE LTD$337,5130.04%10,063CommonSOLE
002121101ATENA10 NETWORKS INC$336,6130.03%17,396CommonSOLE
217204106CPRTCOPART INC$334,1670.03%6,810CommonSOLE
Y1771G102CMRECOSTAMARE INC$333,7810.03%36,639CommonSOLE
384109104GGGGRACO INC$333,0480.03%3,874CommonSOLE
L72967109OECORION S.A.$332,8270.03%31,728CommonSOLE
M84137104SMWBSIMILARWEB LTD$330,9340.03%42,211CommonSOLE
052769106ADSKAUTODESK INC$330,9300.03%1,069CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$329,7660.03%1,820CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$329,6290.03%32,930CommonSOLE
98423F109XMTRXOMETRY INC$328,6420.03%9,726CommonSOLE
G4701H109IHSIHS HOLDING LIMITED$328,1460.03%59,019CommonSOLE
69047Q102OVVOVINTIV INC$328,1050.03%8,623CommonSOLE
26210C104DBXDROPBOX INC$327,3270.03%11,445CommonSOLE
404251100HNIHNI CORP$324,8340.03%6,605CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$324,7520.03%6,753CommonSOLE
942622200WSOWATSCO INC$324,5910.03%735CommonSOLE
500754106KHCKRAFT HEINZ CO$324,3510.03%12,562CommonSOLE
74935Q107RBARB GLOBAL INC$323,8800.03%3,050CommonSOLE
26875P101EOGEOG RES INC$323,7840.03%2,707CommonSOLE
049468101TEAMATLASSIAN CORPORATION$322,3040.03%1,587CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$319,8230.03%2,232CommonSOLE
406216101HALHALLIBURTON CO$319,6200.03%15,683CommonSOLE
75585H206REAXTHE REAL BROKERAGE INC$319,5790.03%70,860CommonSOLE
731068102PIIPOLARIS INC$317,9240.03%7,821CommonSOLE
652526203NEWTNEWTEKONE INC$317,1940.03%28,120CommonSOLE
361448103GATXGATX CORP$316,4870.03%2,061CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$315,2960.03%1,941CommonSOLE
100557107SAMBOSTON BEER INC$314,6460.03%1,649CommonSOLE
G0176J109ALLEALLEGION PLC$314,6140.03%2,183CommonSOLE
88025U109TXG10X GENOMICS INC$314,4780.03%27,157CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$313,1150.03%3,356CommonSOLE
68268W103OMFONEMAIN HLDGS INC$312,1320.03%5,476CommonSOLE
783754104RYZRYERSON HLDG CORP$311,9670.03%14,463CommonSOLE
29275Y102ENSENERSYS$311,9450.03%3,637CommonSOLE
G0457F107ARCOARCOS DORADOS HOLDINGS INC$310,9050.03%39,405CommonSOLE
216648501COOCOOPER COS INC$310,6850.03%4,366CommonSOLE
346563109FORRFORRESTER RESH INC$310,5140.03%31,365CommonSOLE
163851108CCCHEMOURS CO$307,9940.03%26,899CommonSOLE
650111107NYTNEW YORK TIMES CO$307,1060.03%5,486CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$306,7620.03%44,202CommonSOLE
59156R108METMETLIFE INC$305,1130.03%3,794CommonSOLE
G35947202FLNGFLEX LNG LTD$304,4010.03%13,849CommonSOLE
69553P100PDPAGERDUTY INC$304,1940.03%19,908CommonSOLE
917047102URBNURBAN OUTFITTERS INC$303,5800.03%4,185CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$303,1440.03%4,938CommonSOLE
533535100LINCLINCOLN EDL SVCS CORP$300,6640.03%13,044CommonSOLE
56585A102MPCMARATHON PETE CORP$300,6590.03%1,810CommonSOLE
039653100ACAARCOSA INC$300,3630.03%3,464CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$299,4580.03%6,557CommonSOLE
440327104HMNHORACE MANN EDUCATORS CORP N$299,2430.03%6,964CommonSOLE
070830104BBWIBATH & BODY WORKS INC$299,0910.03%9,983CommonSOLE
381013101GDENGOLDEN ENTMT INC$299,0680.03%10,162CommonSOLE
37253A103THRMGENTHERM INC$298,6860.03%10,558CommonSOLE
65487K100LASRNLIGHT INC$298,4080.03%15,163CommonSOLE
858155203GJBSTEELCASE INC$297,8910.03%28,561CommonSOLE
000361105AIRAAR CORP$297,2420.03%4,321CommonSOLE
413160102HLITHARMONIC INC$296,6000.03%31,320CommonSOLE
03763A207ASTHASTRANA HEALTH INC$296,0220.03%11,898CommonSOLE
50105F105KROKRONOS WORLDWIDE INC$295,3490.03%47,637CommonSOLE
806857108SLBSCHLUMBERGER LTD$294,1610.03%8,703CommonSOLE
88339J105TTDTHE TRADE DESK INC$293,5030.03%4,077CommonSOLE
500643200KFYKORN FERRY$292,1470.03%3,984CommonSOLE
03073E105CORCENCORA INC$289,6550.03%966CommonSOLE
78454L100SMSM ENERGY CO$289,0820.03%11,699CommonSOLE
759916109RGENREPLIGEN CORP$288,9350.03%2,323CommonSOLE
872540109TJXTJX COS INC NEW$287,3610.03%2,327CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$286,7750.03%1,180CommonSOLE
G7S00T104PNRPENTAIR PLC$286,4210.03%2,790CommonSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$286,0410.03%7,061CommonSOLE
031100100AMEAMETEK INC$285,5550.03%1,578CommonSOLE
806407102HSICHENRY SCHEIN INC$285,3330.03%3,906CommonSOLE
30040P103EVTCEVERTEC INC$284,7950.03%7,900CommonSOLE
G9001E102LILALIBERTY LATIN AMERICA LTD$283,1560.03%46,419CommonSOLE
853666105SMPSTANDARD MTR PRODS INC$281,9480.03%9,178CommonSOLE
204166102CVLTCOMMVAULT SYS INC$281,0200.03%1,612CommonSOLE
G29018101DLODLOCAL LTD$280,8460.03%24,766CommonSOLE
443320106HUBGHUB GROUP INC$280,1770.03%8,381CommonSOLE
63947X101NCNONCINO INC$279,3360.03%9,987CommonSOLE
116794108BRKRBRUKER CORP$279,3360.03%6,780CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$278,0010.03%3,131CommonSOLE
55305B101MHOM/I HOMES INC$277,6090.03%2,476CommonSOLE
42225T107HCATHEALTH CATALYST INC$277,3330.03%73,563CommonSOLE
458334109IPARINTERPARFUMS INC$277,0640.03%2,110CommonSOLE
00181T107GOLDA-MARK PRECIOUS METALS INC$276,2960.03%12,457CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$275,8960.03%1,792CommonSOLE
337932107FEFIRSTENERGY CORP$275,5800.03%6,845CommonSOLE
00912X302ALAIR LEASE CORP$275,4290.03%4,709CommonSOLE
537008104LFUSLITTELFUSE INC$275,2500.03%1,214CommonSOLE
20717M1038QRCONFLUENT INC$274,9780.03%11,030CommonSOLE
248019101DLXDELUXE CORP$272,8250.03%17,148CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$272,3620.03%6,491CommonSOLE
974250102WINAWINMARK CORP$272,2570.03%721CommonSOLE
143130102KMXCARMAX INC$271,9990.03%4,047CommonSOLE
81762P102NOWSERVICENOW INC$271,4130.03%264CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INST INC$270,8830.03%7,993CommonSOLE
620071100MPAAMOTORCAR PTS AMER INC$270,3340.03%24,137CommonSOLE
114340102AZTAAZENTA INC$270,1560.03%8,777CommonSOLE
31846B108FAFIRST ADVANTAGE CORP NEW$270,1120.03%16,262CommonSOLE
55024U109LITELUMENTUM HLDGS INC$269,9700.03%2,840CommonSOLE
626755102MUSAMURPHY USA INC$267,6740.03%658CommonSOLE
10576N102BRZEBRAZE INC$267,5680.03%9,522CommonSOLE
68278B107K4FONESTREAM INC$266,8970.03%9,431CommonSOLE
23291C103BOOMDMC GLOBAL INC$265,7380.03%32,970CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$265,5050.03%7,479CommonSOLE
L44385109GLOBGLOBANT S A$264,2540.03%2,909CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$262,8650.03%4,689CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC$262,4840.03%6,708CommonSOLE
50060P106KOPKOPPERS HOLDINGS INC$262,2480.03%8,157CommonSOLE
778296103ROSTROSS STORES INC$260,6460.03%2,043CommonSOLE
615111101ONTMONTROSE ENVIRONMENTAL GROUP$259,9220.03%11,874CommonSOLE
Y0207T100ASCARDMORE SHIPPING CORP$258,8740.03%26,966CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$258,7530.03%1,315CommonSOLE
29355A107ENPHENPHASE ENERGY INC$258,3990.03%6,517CommonSOLE
G8473T100STESTERIS PLC$257,7560.03%1,073CommonSOLE
92538J106VERXVERTEX INC$254,2000.03%7,194CommonSOLE
50187T106LGIHLGI HOMES INC$254,0970.03%4,932CommonSOLE
968223206WLYWILEY JOHN & SONS INC$254,0340.03%5,692CommonSOLE
69753M105PLMRPALOMAR HLDGS INC$253,5870.03%1,644CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$253,5380.03%3,122CommonSOLE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$252,6250.03%10,709CommonSOLE
23804L103DDOGDATADOG INC$252,5400.03%1,880CommonSOLE
35138V102FOXFFOX FACTORY HLDG CORP$251,9810.03%9,714CommonSOLE
457985208IARTINTEGRA LIFESCIENCES HLDGS C$251,5470.03%20,501CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$250,7260.03%1,746CommonSOLE
149568107CVCOCAVCO INDS INC DEL$250,6660.03%577CommonSOLE
370334104GISGENERAL MLS INC$249,1020.03%4,808CommonSOLE
036752103ELVELEVANCE HEALTH INC$248,5450.03%639CommonSOLE
20825C104COPCONOCOPHILLIPS$247,5030.03%2,758CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$247,0640.03%4,404CommonSOLE
46266C105IQVIQVIA HLDGS INC$245,9980.03%1,561CommonSOLE
893529107TRNSTRANSCAT INC$245,0720.03%2,851CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$243,1880.03%2,481CommonSOLE
790148100JOEST JOE CO$242,6980.03%5,088CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$242,2130.03%1,042CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$242,2060.03%2,326CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$242,0430.03%1,028CommonSOLE
126650100CVSCVS HEALTH CORP$241,8440.03%3,506CommonSOLE
Y2065G121DHTDHT HOLDINGS INC$240,9770.03%22,292CommonSOLE
607828100MODMODINE MFG CO$240,9310.03%2,446CommonSOLE
125523100CITHE CIGNA GROUP$240,3320.02%727CommonSOLE
58155Q103MCKMCKESSON CORP$239,6190.02%327CommonSOLE
G8232Y101PENGUIN SOLUTIONS INC$238,2350.02%12,026CommonSOLE
04206A101ARLOARLO TECHNOLOGIES INC$238,0000.02%14,033CommonSOLE
090043100BILLBILL HOLDINGS INC$237,9610.02%5,144CommonSOLE
45167R104IEXIDEX CORP$237,8970.02%1,355CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$235,1770.02%578CommonSOLE
61945C103MOSMOSAIC CO NEW$234,6760.02%6,433CommonSOLE
75960P104RELYREMITLY GLOBAL INC$232,2040.02%12,371CommonSOLE
67103X102OFGOFG BANCORP$232,0620.02%5,422CommonSOLE
260557103DOWDOW INC$231,8320.02%8,755CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$231,4230.02%12,047CommonSOLE
29357K103ENVAENOVA INTL INC$231,0690.02%2,072CommonSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$229,1240.02%7,602CommonSOLE
45781M101INVAINNOVIVA INC$227,9010.02%11,344CommonSOLE
71944F106PHRPHREESIA INC$227,6520.02%7,999CommonSOLE
888787108TOSTTOAST INC$227,4290.02%5,135CommonSOLE
81663L200WGSGENEDX HOLDINGS CORP$227,1750.02%2,461CommonSOLE
00081T108ACCOACCO BRANDS CORP$227,1620.02%63,453CommonSOLE
379577208GMEDGLOBUS MED INC$226,9910.02%3,846CommonSOLE
36237H101GIIIG III APPAREL GROUP LTD$226,5760.02%10,115CommonSOLE
419596101HVTHAVERTY FURNITURE COS INC$226,1090.02%11,111CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$225,8450.02%2,273CommonSOLE
753422104RPDRAPID7 INC$225,7720.02%9,761CommonSOLE
28035Q102EPCEDGEWELL PERS CARE CO$225,1810.02%9,619CommonSOLE
G98239109XPXP INC$224,8260.02%11,130CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$224,5440.02%1,132CommonSOLE
827048109SLGNSILGAN HLDGS INC$223,7090.02%4,129CommonSOLE
69376K106RPCP10 INC$223,1230.02%21,832CommonSOLE
515098101LSTRLANDSTAR SYS INC$222,8490.02%1,603CommonSOLE
457187102INGRINGREDION INC$222,6880.02%1,642CommonSOLE
29084Q100EMEEMCOR GROUP INC$222,5140.02%416CommonSOLE
783549108RRYDER SYS INC$221,3280.02%1,392CommonSOLE
552690109MDUMDU RES GROUP INC$219,6610.02%13,177CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$216,9550.02%1,579CommonSOLE
863111100STRTSTRATTEC SEC CORP$214,8110.02%3,453CommonSOLE
02081G201ATECALPHATEC HLDGS INC$214,6520.02%19,338CommonSOLE
M81873107RDWRRADWARE LTD$214,4700.02%7,285CommonSOLE
34354P105FLSFLOWSERVE CORP$213,6930.02%4,082CommonSOLE
05368V106AVNTAVIENT CORPORATION$210,2410.02%6,507CommonSOLE
70439P108PAYPAYMENTUS HOLDINGS INC$210,1570.02%6,417CommonSOLE
292554102ECPGENCORE CAP GROUP INC$210,0020.02%5,425CommonSOLE
29332G102EHABUSDENHABIT INC$209,7660.02%21,760CommonSOLE
000360206AAONAAON INC$208,4910.02%2,827CommonSOLE
380237107GDDYGODADDY INC$207,7890.02%1,154CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$207,4850.02%5,697CommonSOLE
189054109CLXCLOROX CO DEL$207,4810.02%1,728CommonSOLE
57142B104MQMARQETA INC$205,5420.02%35,256CommonSOLE
615394202MOG/AMOOG INC$204,8580.02%1,132CommonSOLE
651229106NWLNEWELL BRANDS INC$204,6650.02%37,901CommonSOLE
74346Y103PROPROS HOLDINGS INC$203,6900.02%13,007CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$202,4770.02%1,908CommonSOLE
37959E102GLGLOBE LIFE INC$201,3500.02%1,620CommonSOLE
729132100PLXSPLEXUS CORP$201,2060.02%1,487CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$201,1900.02%1,222CommonSOLE
257554105DOMODOMO INC$200,7630.02%14,371CommonSOLE
05350V106AVNSAVANOS MED INC$199,4630.02%16,296CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$194,0440.02%14,247CommonSOLE
302492103FLYWFLYWIRE CORPORATION$193,2020.02%16,513CommonSOLE
70451X104PAYOPAYONEER GLOBAL INC$181,4630.02%26,491CommonSOLE
535219109LINDLINDBLAD EXPEDITIONS HLDGS I$180,8970.02%15,501CommonSOLE
5168062058LP1VITAL ENERGY INC$178,4700.02%11,092CommonSOLE
00436Q106ACELACCEL ENTERTAINMENT INC$177,1740.02%15,053CommonSOLE
G5698W116LXFRLUXFER HLDGS PLC$174,1500.02%14,298CommonSOLE
88339P101REALTHE REALREAL INC$174,0350.02%36,333CommonSOLE
829242106SBGISINCLAIR INC$168,8940.02%12,221CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$168,4120.02%11,736CommonSOLE
52466B103LZLEGALZOOM COM INC$167,0980.02%18,754CommonSOLE
749660106RESRPC INC$166,6710.02%35,237CommonSOLE
87918A105TDOCTELADOC HEALTH INC$166,0130.02%19,060CommonSOLE
74347M108PUMPPROPETRO HLDG CORP$163,2680.02%27,348CommonSOLE
641288105NPCENEUROPACE INC$160,2380.02%14,384CommonSOLE
222070203COTYCOTY INC$157,3510.02%33,839CommonSOLE
04302A104AIPARTERIS INC$150,7930.02%15,823CommonSOLE
01626W101ALITALIGHT INC$150,0350.02%26,508CommonSOLE
04035M102ARHSARHAUS INC$144,1470.01%16,626CommonSOLE
15687V109CERTCERTARA INC$140,2360.01%11,986CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$140,0670.01%14,560CommonSOLE
918204108VFCV F CORP$137,3110.01%11,686CommonSOLE
431636109HLMNHILLMAN SOLUTIONS CORP$133,3400.01%18,675CommonSOLE
866683105SNCYSUN CTRY AIRLS HLDGS INC$128,5920.01%10,944CommonSOLE
524660107LEGLEGGETT & PLATT INC$127,0920.01%14,248CommonSOLE
53228F101LFSTLIFESTANCE HEALTH GROUP INC$123,6770.01%23,922CommonSOLE
724479100PBIPITNEY BOWES INC$112,1980.01%10,284CommonSOLE
72815L107PLTKPLAYTIKA HLDG CORP$109,8070.01%23,215CommonSOLE
041242108ARKOARKO CORP$106,8790.01%25,267CommonSOLE
00486H105ADTNADTRAN HOLDINGS INC$106,3390.01%11,855CommonSOLE
24477E103DHDEFINITIVE HEALTHCARE CORP$96,5760.01%24,763CommonSOLE
H8817H100RIGTRANSOCEAN LTD$95,2390.01%36,772CommonSOLE
36472T109TDAYGANNETT CO INC$81,8500.01%22,863CommonSOLE
76122Q105RGPRESOURCES CONNECTION INC$74,7560.01%13,921CommonSOLE
68339B104ONTFON24 INC$57,4870.01%10,587CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.