MondegarAI
OCCUDO QUANTITATIVE STRATEGIES LP

Q3 2025 · 13F-HR

OCCUDO QUANTITATIVE STRATEGIES LPholdings as filed

Filed 2025-11-14 · accession 0001420506-25-003416

$821.2M
Reported value
643
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · OCCUDO QUANTITATIVE STRATEGIES LP · Q3 2025

AI · grounded in 13F

OCCUDO QUANTITATIVE STRATEGIES LP established a new position in LRCX worth $9.4M. The fund also initiated new stakes in ISRG for $9.4M and COST for $9.3M. Other new additions include BSX, MNST, and RSG. The fund ended the period with 643 positions and total AUM of $821.2M.

Holdings as filed

First 500 of 643

CUSIPTickerIssuerValue% port.SharesClassVoting
512807306LRCXLAM RESEARCH CORP$9.4M1.15%70,563CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$9.4M1.15%21,060CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$9.3M1.14%10,089CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$9.3M1.13%95,322CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$9.3M1.13%138,143CommonSOLE
760759100RSGREPUBLIC SVCS INC$9.3M1.13%40,383CommonSOLE
88579Y101MMM3M CO$9.2M1.11%58,971CommonSOLE
009066101ABNBAIRBNB INC$9.1M1.11%74,946CommonSOLE
743315103PGRPROGRESSIVE CORP$9.0M1.10%36,455CommonSOLE
79466L302CRMSALESFORCE INC$8.9M1.09%37,740CommonSOLE
02079K107GOOGALPHABET INC$8.7M1.06%35,750CommonSOLE
023135106AMZNAMAZON COM INC$8.6M1.05%39,390CommonSOLE
260003108DOVDOVER CORP$8.4M1.03%50,609CommonSOLE
25809K105DASHDOORDASH INC$8.4M1.02%30,805CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$8.1M0.98%74,827CommonSOLE
64110L106NFLXNETFLIX INC$8.0M0.97%6,667CommonSOLE
594918104MSFTMICROSOFT CORP$7.2M0.87%13,864CommonSOLE
097023105BABOEING CO$6.7M0.81%30,880CommonSOLE
98980G102ZSZSCALER INC$6.5M0.79%21,623CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$6.4M0.78%28,466CommonSOLE
00724F101ADBEADOBE INC$6.3M0.77%17,926CommonSOLE
872590104TMUST-MOBILE US INC$5.9M0.72%24,644CommonSOLE
98978V103ZTSZOETIS INC$5.6M0.68%38,443CommonSOLE
037833100AAPLAPPLE INC$5.6M0.68%22,076CommonSOLE
244199105DEDEERE & CO$5.6M0.68%12,207CommonSOLE
45168D104IDXXIDEXX LABS INC$5.4M0.66%8,530CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$5.2M0.64%22,117CommonSOLE
040413205ANETARISTA NETWORKS INC$5.0M0.61%34,615CommonSOLE
384802104GWWGRAINGER W W INC$5.0M0.61%5,265CommonSOLE
02079K305GOOGLALPHABET INC$4.8M0.58%19,647CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$4.8M0.58%9,557CommonSOLE
67077M108NTRNUTRIEN LTD$4.5M0.55%77,493CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$4.5M0.55%27,831CommonSOLE
H50430232LOGILOGITECH INTL S A$4.3M0.53%39,624CommonSOLE
260557103DOWDOW INC$4.2M0.51%183,603CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$4.2M0.51%159,612CommonSOLE
30034W106EVRGEVERGY INC$4.2M0.51%54,913CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$4.1M0.50%37,620CommonSOLE
58155Q103MCKMCKESSON CORP$4.1M0.50%5,345CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$4.1M0.50%8,385CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$4.0M0.49%16,015CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$3.8M0.47%30,950CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.8M0.46%97,153CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$3.8M0.46%16,601CommonSOLE
N3168P101FERFERROVIAL SE$3.8M0.46%64,259CommonSOLE
893641100TDGTRANSDIGM GROUP INC$3.7M0.45%2,811CommonSOLE
337738108FISVFISERV INC$3.6M0.44%27,916CommonSOLE
11285B108BEPCBROOKFIELD RENEWABLE CORP$3.5M0.43%102,287CommonSOLE
68389X105ORCLORACLE CORP$3.5M0.43%12,415CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$3.5M0.42%6,961CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$3.5M0.42%140,540CommonSOLE
500754106KHCKRAFT HEINZ CO$3.4M0.41%130,684CommonSOLE
980745103WWDWOODWARD INC$3.4M0.41%13,447CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$3.4M0.41%24,125CommonSOLE
929160109VMCVULCAN MATLS CO$3.2M0.39%10,452CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$3.2M0.39%13,426CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.2M0.39%70,512CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$3.2M0.38%46,996CommonSOLE
422806208HEI/AHEICO CORP NEW$3.1M0.38%12,188CommonSOLE
020002101ALLALLSTATE CORP$3.1M0.37%14,223CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$3.0M0.37%14,261CommonSOLE
345370860FFORD MTR CO$3.0M0.37%251,333CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$3.0M0.36%8,494CommonSOLE
94419L101WWAYFAIR INC$2.9M0.36%32,971CommonSOLE
74624M102PPURE STORAGE INC$2.9M0.36%35,033CommonSOLE
023608102AEEAMEREN CORP$2.9M0.36%28,056CommonSOLE
053611109AVYAVERY DENNISON CORP$2.9M0.35%17,764CommonSOLE
172908105CTASCINTAS CORP$2.9M0.35%13,998CommonSOLE
929740108WABWABTEC$2.9M0.35%14,259CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2.8M0.34%11,341CommonSOLE
G0176J109ALLEALLEGION PLC$2.7M0.33%15,457CommonSOLE
52661A108DRSLEONARDO DRS INC$2.7M0.33%59,990CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$2.7M0.33%9,056CommonSOLE
052769106ADSKAUTODESK INC$2.7M0.33%8,454CommonSOLE
559222401MGAMAGNA INTL INC$2.7M0.32%56,115CommonSOLE
526107107LIILENNOX INTL INC$2.7M0.32%5,013CommonSOLE
171779309CIENCIENA CORP$2.7M0.32%18,193CommonSOLE
45784P101PODDINSULET CORP$2.6M0.32%8,566CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2.6M0.32%32,897CommonSOLE
751212101RLRALPH LAUREN CORP$2.6M0.32%8,313CommonSOLE
380237107GDDYGODADDY INC$2.6M0.32%18,915CommonSOLE
H5919C104ONONON HLDG AG$2.5M0.31%59,874CommonSOLE
87612E106TGTTARGET CORP$2.5M0.30%27,377CommonSOLE
N82405106STLASTELLANTIS N.V$2.5M0.30%262,611CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$2.4M0.30%27,321CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$2.4M0.30%1,368CommonSOLE
H42097107UBSUBS GROUP AG$2.4M0.30%59,318CommonSOLE
45167R104IEXIDEX CORP$2.4M0.29%14,785CommonSOLE
G0250X107AMCRAMCOR PLC$2.4M0.29%292,531CommonSOLE
422806109HEIHEICO CORP NEW$2.4M0.29%7,379CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$2.4M0.29%69,895CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$2.4M0.29%24,492CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.4M0.29%24,246CommonSOLE
872540109TJXTJX COS INC NEW$2.4M0.29%16,405CommonSOLE
038336103ATRAPTARGROUP INC$2.3M0.28%17,411CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$2.3M0.28%17,315CommonSOLE
775711104ROLROLLINS INC$2.3M0.28%39,101CommonSOLE
278865100ECLECOLAB INC$2.2M0.27%8,083CommonSOLE
G0260P102ASAMER SPORTS INC$2.2M0.27%63,542CommonSOLE
G037AX101AMBAAMBARELLA INC$2.2M0.27%26,650CommonSOLE
74736K101QRVOQORVO INC$2.2M0.26%23,785CommonSOLE
960413102WLKWESTLAKE CORPORATION$2.1M0.26%27,412CommonSOLE
228368106CCKCROWN HLDGS INC$2.1M0.26%21,694CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.1M0.25%65,820CommonSOLE
G02602103DOXAMDOCS LTD$2.1M0.25%25,153CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$2.0M0.25%41,725CommonSOLE
03743Q108APAAPA CORPORATION$2.0M0.24%82,844CommonSOLE
466313103JBLJABIL INC$2.0M0.24%9,190CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$2.0M0.24%69,976CommonSOLE
94106L109WMWASTE MGMT INC DEL$2.0M0.24%8,943CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.0M0.24%10,781CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$1.9M0.24%24,354CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$1.9M0.24%12,202CommonSOLE
902973304USBUS BANCORP DEL$1.9M0.24%40,186CommonSOLE
22266T109CPNGCOUPANG INC$1.9M0.23%59,701CommonSOLE
61945C103MOSMOSAIC CO NEW$1.9M0.23%54,939CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$1.9M0.23%16,807CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.9M0.23%18,626CommonSOLE
277432100EMNEASTMAN CHEM CO$1.9M0.23%29,651CommonSOLE
458140100INTCINTEL CORP$1.8M0.22%55,022CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$1.8M0.22%29,845CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$1.8M0.22%48,940CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1.8M0.22%13,499CommonSOLE
693506107PPGPPG INDS INC$1.8M0.22%17,283CommonSOLE
87161C501SYU1SYNOVUS FINL CORP$1.8M0.22%36,570CommonSOLE
739276103POWIPOWER INTEGRATIONS INC$1.8M0.22%44,457CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$1.7M0.21%20,525CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$1.7M0.21%25,982CommonSOLE
00510N102TICACUREN CORP$1.7M0.21%129,023CommonSOLE
30214U102EXPOEXPONENT INC$1.7M0.21%24,609CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$1.7M0.21%87,180CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$1.7M0.21%18,130CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$1.7M0.20%43,341CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$1.6M0.20%21,146CommonSOLE
221006109CRVLCORVEL CORP$1.6M0.20%21,085CommonSOLE
008073108AVAVAEROVIRONMENT INC$1.6M0.19%5,071CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$1.6M0.19%40,261CommonSOLE
534187109LNCLINCOLN NATL CORP IND$1.6M0.19%39,283CommonSOLE
58933Y105MRKMERCK & CO INC$1.6M0.19%18,766CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$1.6M0.19%53,934CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$1.6M0.19%140,011CommonSOLE
90353W103UIUBIQUITI INC$1.6M0.19%2,370CommonSOLE
32020R109FFINFIRST FINL BANKSHARES INC$1.6M0.19%46,514CommonSOLE
681919106OMCOMNICOM GROUP INC$1.6M0.19%19,074CommonSOLE
231561101CWCURTISS WRIGHT CORP$1.5M0.19%2,854CommonSOLE
77543R102ROKUROKU INC$1.5M0.19%15,415CommonSOLE
126117100CNACNA FINL CORP$1.5M0.19%33,208CommonSOLE
103304101BYDBOYD GAMING CORP$1.5M0.19%17,738CommonSOLE
919794107VLYVALLEY NATL BANCORP$1.5M0.19%144,102CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.5M0.19%7,565CommonSOLE
L44385109GLOBGLOBANT S A$1.5M0.19%26,494CommonSOLE
91529Y106UNMUNUM GROUP$1.5M0.18%19,484CommonSOLE
012653101ALBALBEMARLE CORP$1.5M0.18%18,650CommonSOLE
651587107NEUNEWMARKET CORP$1.5M0.18%1,792CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$1.5M0.18%59,458CommonSOLE
876030107TPRTAPESTRY INC$1.5M0.18%12,993CommonSOLE
053774105CARAVIS BUDGET GROUP$1.5M0.18%9,127CommonSOLE
G8068L108SNSHARKNINJA INC$1.5M0.18%14,165CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$1.5M0.18%24,373CommonSOLE
40434L105HPQHP INC$1.5M0.18%53,253CommonSOLE
536797103LADLITHIA MTRS INC$1.4M0.18%4,579CommonSOLE
942622200WSOWATSCO INC$1.4M0.18%3,560CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$1.4M0.17%44,646CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$1.4M0.17%13,195CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$1.4M0.17%122,227CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1.4M0.17%8,903CommonSOLE
69331C108PCGPG&E CORP$1.4M0.17%92,618CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$1.4M0.17%6,709CommonSOLE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$1.4M0.17%47,156CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$1.4M0.17%59,751CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$1.4M0.17%8,089CommonSOLE
143130102KMXCARMAX INC$1.4M0.17%30,902CommonSOLE
87612G101TRGPTARGA RES CORP$1.4M0.17%8,268CommonSOLE
109641100EATBRINKER INTL INC$1.4M0.17%10,864CommonSOLE
761152107RMDRESMED INC$1.4M0.17%5,022CommonSOLE
65473P105NINISOURCE INC$1.4M0.17%31,747CommonSOLE
67000B104NOVTNOVANTA INC$1.4M0.17%13,699CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$1.4M0.17%60,669CommonSOLE
30161N101EXCEXELON CORP$1.4M0.17%30,399CommonSOLE
15118V207CELHCELSIUS HLDGS INC$1.4M0.17%23,713CommonSOLE
05356F105AVAHAVEANNA HEALTHCARE HLDGS INC$1.4M0.17%153,349CommonSOLE
311900104FASTFASTENAL CO$1.4M0.17%27,647CommonSOLE
98954M101ZGZILLOW GROUP INC$1.3M0.16%18,107CommonSOLE
922475108VEEVVEEVA SYS INC$1.3M0.16%4,479CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$1.3M0.16%10,989CommonSOLE
032654105ADIANALOG DEVICES INC$1.3M0.16%5,412CommonSOLE
88025T102TENBTENABLE HLDGS INC$1.3M0.16%45,560CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$1.3M0.16%8,111CommonSOLE
832248207SFDSMITHFIELD FOODS INC$1.3M0.16%56,254CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$1.3M0.16%14,149CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$1.3M0.16%12,009CommonSOLE
12504L109CBRECBRE GROUP INC$1.3M0.16%8,225CommonSOLE
958102105WDCWESTERN DIGITAL CORP$1.3M0.15%10,595CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$1.3M0.15%5,094CommonSOLE
45768S105IOSPINNOSPEC INC$1.3M0.15%16,274CommonSOLE
501044101KRKROGER CO$1.2M0.15%18,504CommonSOLE
55616P104MMACYS INC$1.2M0.15%68,975CommonSOLE
477839104JBTMJBT MAREL CORPORATION$1.2M0.15%8,659CommonSOLE
682189105ONON SEMICONDUCTOR CORP$1.2M0.15%24,651CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$1.2M0.15%6,981CommonSOLE
36164V800GLIBKGCI LIBERTY INC$1.2M0.15%32,193CommonSOLE
466032109JJSFJ & J SNACK FOODS CORP$1.2M0.15%12,459CommonSOLE
N00985106AERAERCAP HOLDINGS NV$1.2M0.15%9,869CommonSOLE
04342Y104ASANASANA INC$1.2M0.14%88,722CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$1.2M0.14%30,407CommonSOLE
02081G201ATECALPHATEC HLDGS INC$1.2M0.14%80,450CommonSOLE
353514102FELEFRANKLIN ELEC INC$1.2M0.14%12,271CommonSOLE
88033G407THCTENET HEALTHCARE CORP$1.2M0.14%5,726CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$1.2M0.14%47,096CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$1.1M0.14%24,428CommonSOLE
256746108DLTRDOLLAR TREE INC$1.1M0.14%12,171CommonSOLE
896215209TRSTRIMAS CORP$1.1M0.14%29,531CommonSOLE
858119100STLDSTEEL DYNAMICS INC$1.1M0.14%8,172CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$1.1M0.14%14,627CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$1.1M0.14%25,859CommonSOLE
75700L108RRRRED ROCK RESORTS INC$1.1M0.14%18,210CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.1M0.14%2,608CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$1.1M0.13%4,808CommonSOLE
25746U109DDOMINION ENERGY INC$1.1M0.13%18,047CommonSOLE
247361702DALDELTA AIR LINES INC DEL$1.1M0.13%19,128CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$1.1M0.13%48,890CommonSOLE
156431108CENXCENTURY ALUM CO$1.1M0.13%36,739CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$1.1M0.13%4,476CommonSOLE
448579102HHYATT HOTELS CORP$1.1M0.13%7,424CommonSOLE
443573100HUBSHUBSPOT INC$1.1M0.13%2,245CommonSOLE
842587107SOSOUTHERN CO$1.0M0.13%10,985CommonSOLE
92343E102VRSNVERISIGN INC$1.0M0.13%3,712CommonSOLE
06849F108BBARRICK MNG CORP$1.0M0.13%31,428CommonSOLE
23918K108DVADAVITA INC$1.0M0.13%7,744CommonSOLE
254067101DDSDILLARDS INC$1.0M0.12%1,667CommonSOLE
624756102MLIMUELLER INDS INC$1.0M0.12%10,007CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$1.0M0.12%55,350CommonSOLE
001055102AFLAFLAC INC$1.0M0.12%9,008CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$991,4860.12%31,396CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$990,2610.12%10,953CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$988,0330.12%8,806CommonSOLE
29364G103ETRENTERGY CORP NEW$987,9070.12%10,601CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$986,5640.12%7,767CommonSOLE
G3934V109GENIGENIUS SPORTS LIMITED$984,8410.12%79,551CommonSOLE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$984,1660.12%23,934CommonSOLE
72703X106PLPLANET LABS PBC$982,1060.12%75,663CommonSOLE
12662P108CVICVR ENERGY INC$982,0050.12%26,919CommonSOLE
55277P104MGEEMGE ENERGY INC$975,0570.12%11,583CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$973,9890.12%9,426CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL$968,8640.12%10,175CommonSOLE
827048109SLGNSILGAN HLDGS INC$967,6820.12%22,499CommonSOLE
358054104FRSHFRESHWORKS INC$964,2220.12%81,922CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$961,0630.12%17,589CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$956,3590.12%5,756CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$952,2510.12%34,303CommonSOLE
26969P108EXPEAGLE MATLS INC$950,1040.12%4,077CommonSOLE
826919102SLABSILICON LABORATORIES INC$950,0370.12%7,245CommonSOLE
43283X105HGVHILTON GRAND VACATIONS INC$949,4630.12%22,709CommonSOLE
75605Y106ANYWHERE REAL ESTATE INC$942,7220.11%89,020CommonSOLE
532457108LLYELI LILLY & CO$940,0160.11%1,232CommonSOLE
98419M100XYLXYLEM INC$937,3630.11%6,355CommonSOLE
811543107SEBSEABOARD CORP DEL$937,2790.11%257CommonSOLE
G0403H108AONAON PLC$933,8830.11%2,619CommonSOLE
281020107EIXEDISON INTL$925,7190.11%16,746CommonSOLE
901109108TPCTUTOR PERINI CORP$924,8850.11%14,101CommonSOLE
59156R108METMETLIFE INC$912,4950.11%11,078CommonSOLE
30226D106EXTREXTREME NETWORKS$912,2140.11%44,175CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$892,1200.11%8,217CommonSOLE
G2717B108CUSHMAN WAKEFIELD PLC$889,2280.11%55,856CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$886,8710.11%9,682CommonSOLE
65158N102NMRKNEWMARK GROUP INC$886,3600.11%47,526CommonSOLE
443201108HWMHOWMET AEROSPACE INC$884,2120.11%4,506CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$883,4470.11%75,187CommonSOLE
81762P102NOWSERVICENOW INC$882,5490.11%959CommonSOLE
20337X109VISNCOMMSCOPE HLDG CO INC$879,3100.11%56,803CommonSOLE
731068102PIIPOLARIS INC$875,4960.11%15,061CommonSOLE
G60409110MTALEURMAC COPPER LIMITED$868,5830.11%71,137CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$867,3140.11%33,999CommonSOLE
911922102USLMUNITED STS LIME & MINERALS I$866,9150.11%6,590CommonSOLE
92556V106VTRSVIATRIS INC$861,6270.10%87,033CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$861,1260.10%10,622CommonSOLE
11135F101AVGOBROADCOM INC$860,0750.10%2,607CommonSOLE
690742101OCOWENS CORNING NEW$857,2480.10%6,060CommonSOLE
626755102MUSAMURPHY USA INC$856,8900.10%2,207CommonSOLE
73278L105POOLPOOL CORP$856,4130.10%2,762CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC$838,1480.10%39,610CommonSOLE
G3922B107GGENPACT LIMITED$832,4380.10%19,872CommonSOLE
343498101FLOFLOWERS FOODS INC$831,8200.10%63,741CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$831,5230.10%10,594CommonSOLE
217204106CPRTCOPART INC$825,2440.10%18,351CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$823,7760.10%1,307CommonSOLE
25754A201DPZDOMINOS PIZZA INC$823,2710.10%1,907CommonSOLE
963320106WHRWHIRLPOOL CORP$817,9900.10%10,407CommonSOLE
749607107RLIRLI CORP$815,4460.10%12,503CommonSOLE
69932A204PSKYPARAMOUNT SKYDANCE CORP$812,3110.10%42,934CommonSOLE
38526M106LOPEGRAND CANYON ED INC$809,8090.10%3,689CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$808,4030.10%9,678CommonSOLE
642045108AESIATLAS ENERGY SOLUTIONS INC$800,4590.10%70,401CommonSOLE
98423F109XMTRXOMETRY INC$797,1680.10%14,635CommonSOLE
115637209BF/BBROWN FORMAN CORP$785,7260.10%29,015CommonSOLE
18539C105NY4BCLEARWAY ENERGY INC$784,1480.10%29,118CommonSOLE
125269100CFCF INDS HLDGS INC$779,7620.09%8,693CommonSOLE
30040W108ESEVERSOURCE ENERGY$778,6980.09%10,946CommonSOLE
G4766E116INDVINDIVIOR PLC$777,4030.09%32,244CommonSOLE
700658107PRKPARK NATL CORP$774,2930.09%4,764CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$772,2040.09%7,771CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$768,8760.09%5,373CommonSOLE
574795100MASIMASIMO CORP$759,5870.09%5,148CommonSOLE
26210C104DBXDROPBOX INC$756,1870.09%25,031CommonSOLE
497266106KEXKIRBY CORP$752,0510.09%9,012CommonSOLE
257651109DCIDONALDSON INC$749,0090.09%9,151CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$748,9140.09%3,678CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$737,9760.09%20,894CommonSOLE
35137L105FOXAFOX CORP$737,5500.09%11,696CommonSOLE
87157D109SYNASYNAPTICS INC$737,3200.09%10,789CommonSOLE
062540109BOHBANK HAWAII CORP$732,0830.09%11,153CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$720,8330.09%15,930CommonSOLE
G87110105FTITECHNIPFMC PLC$719,8840.09%18,248CommonSOLE
126501105CTSCTS CORP$716,4440.09%17,938CommonSOLE
52466B103LZLEGALZOOM COM INC$715,2130.09%68,903CommonSOLE
902681105UGIUGI CORP NEW$711,9300.09%21,405CommonSOLE
118440106BKEBUCKLE INC$710,7250.09%12,116CommonSOLE
224408104CRCRANE COMPANY$710,2280.09%3,857CommonSOLE
172967424CCITIGROUP INC$709,2820.09%6,988CommonSOLE
124805102CBZCBIZ INC$707,7570.09%13,364CommonSOLE
576323109MTZMASTEC INC$706,9550.09%3,322CommonSOLE
256677105DGDOLLAR GEN CORP NEW$705,6740.09%6,828CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$698,0560.09%25,830CommonSOLE
589889104MMSIMERIT MED SYS INC$692,4740.08%8,320CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$686,4800.08%3,573CommonSOLE
833445109SNOWSNOWFLAKE INC$680,9350.08%3,019CommonSOLE
115637100BF/ABROWN FORMAN CORP$680,0430.08%25,271CommonSOLE
05329W102ANAUTONATION INC$678,4060.08%3,101CommonSOLE
806407102HSICHENRY SCHEIN INC$675,7790.08%10,182CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$675,2630.08%8,185CommonSOLE
35905A109FTDRFRONTDOOR INC$675,1880.08%10,034CommonSOLE
828730200SFNCSIMMONS 1ST NATL CORP$675,0910.08%35,216CommonSOLE
832696405SJMSMUCKER J M CO$674,2970.08%6,209CommonSOLE
833034101SNASNAP ON INC$667,4170.08%1,926CommonSOLE
G81276100SIGSIGNET JEWELERS LIMITED$658,8740.08%6,869CommonSOLE
G39108108GTESGATES INDL CORP PLC$657,6310.08%26,496CommonSOLE
01625V104ALHCALIGNMENT HEALTHCARE INC$656,2420.08%37,607CommonSOLE
384109104GGGGRACO INC$655,8910.08%7,720CommonSOLE
73933G202PSIXPOWER SOLUTIONS INTL INC$655,6190.08%6,675CommonSOLE
F21107101CSTMCONSTELLIUM SE$653,0980.08%43,891CommonSOLE
515098101LSTRLANDSTAR SYS INC$644,9110.08%5,262CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$644,7660.08%4,892CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$643,8400.08%50,736CommonSOLE
447011107HUNHUNTSMAN CORP$643,5610.08%71,666CommonSOLE
19247A100CNSCOHEN & STEERS INC$637,1390.08%9,711CommonSOLE
69351T106PPLPPL CORP$631,3480.08%16,990CommonSOLE
697900108PAASPAN AMERN SILVER CORP$629,6720.08%16,258CommonSOLE
624758108MWAMUELLER WTR PRODS INC$623,1730.08%24,419CommonSOLE
044186104ASHASHLAND INC$622,3510.08%12,990CommonSOLE
00486H105ADTNADTRAN HOLDINGS INC$616,2850.08%65,702CommonSOLE
22266M104COURCOURSERA INC$613,4280.07%52,385CommonSOLE
974637100WGOWINNEBAGO INDS INC$610,3130.07%18,251CommonSOLE
71385M107PRMPERIMETER SOLUTIONS INC$607,9110.07%27,151CommonSOLE
13100M509CALXCALIX INC$607,2560.07%9,895CommonSOLE
740444104PLPCPREFORMED LINE PRODS CO$605,9070.07%3,089CommonSOLE
16359R103CHECHEMED CORP NEW$604,0010.07%1,349CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$602,5920.07%6,109CommonSOLE
680033107ONBOLD NATL BANCORP IND$600,7060.07%27,367CommonSOLE
150870103CECELANESE CORP DEL$598,5880.07%14,225CommonSOLE
573075108MRTNMARTEN TRANS LTD$598,4740.07%56,142CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$597,9740.07%4,717CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$597,9160.07%4,708CommonSOLE
235825205DANDANA INC$592,7830.07%29,580CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$592,0410.07%15,704CommonSOLE
45073V108ITTITT INC$590,4440.07%3,303CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$587,9580.07%14,137CommonSOLE
451107106IDAIDACORP INC$585,1600.07%4,428CommonSOLE
001084102AGCOAGCO CORP$582,4610.07%5,440CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$579,8080.07%18,979CommonSOLE
29430C102VSTSVESTIS CORPORATION$579,5680.07%127,940CommonSOLE
60937P106MDBMONGODB INC$575,4450.07%1,854CommonSOLE
55087P104LYFTLYFT INC$575,0330.07%26,126CommonSOLE
007973100AEISADVANCED ENERGY INDS$573,5420.07%3,371CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$572,7600.07%11,235CommonSOLE
496902404KGCKINROSS GOLD CORP$564,3680.07%22,711CommonSOLE
00090Q103ADTADT INC DEL$563,6070.07%64,708CommonSOLE
23804L103DDOGDATADOG INC$562,9070.07%3,953CommonSOLE
16679L109CHWYCHEWY INC$556,1880.07%13,750CommonSOLE
78709Y105SAIASAIA INC$548,4280.07%1,832CommonSOLE
88339P101REALTHE REALREAL INC$545,7650.07%51,342CommonSOLE
403949100DINOHF SINCLAIR CORP$543,0800.07%10,376CommonSOLE
00737L103CVSAADTALEM GLOBAL ED INC$541,5020.07%3,506CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$536,7100.07%19,446CommonSOLE
443320106HUBGHUB GROUP INC$536,3000.07%15,572CommonSOLE
047649108ATKRATKORE INC$536,2390.07%8,547CommonSOLE
55024U109LITELUMENTUM HLDGS INC$535,9670.07%3,294CommonSOLE
65249B208NWSNEWS CORP NEW$535,3180.07%15,494CommonSOLE
84790A105SPBSPECTRUM BRANDS HLDGS INC NE$533,6000.06%10,158CommonSOLE
628778102NBTBNBT BANCORP INC$532,9830.06%12,763CommonSOLE
457152106INGMINGRAM MICRO HLDG CORP$522,7870.06%24,327CommonSOLE
55405W104MYRGMYR GROUP INC DEL$520,4910.06%2,502CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$517,6180.06%18,226CommonSOLE
155923105CTRICENTURI HOLDINGS INC$511,4670.06%24,160CommonSOLE
782011100RSIRUSH STREET INTERACTIVE INC$510,1360.06%24,909CommonSOLE
360271100FULTFULTON FINL CORP PA$508,9900.06%27,321CommonSOLE
688239201OSKOSHKOSH CORP$502,4580.06%3,874CommonSOLE
354613101BENFRANKLIN RESOURCES INC$500,5100.06%21,639CommonSOLE
863111100STRTSTRATTEC SEC CORP$497,7230.06%7,313CommonSOLE
55261F104MTBM & T BK CORP$494,6430.06%2,503CommonSOLE
703343103PATKPATRICK INDS INC$494,1890.06%4,778CommonSOLE
890516107TRTOOTSIE ROLL INDS INC$492,0570.06%11,738CommonSOLE
89055F103BLDTOPBUILD CORP$490,5290.06%1,255CommonSOLE
90291C201USAUU S GOLD CORP$486,9510.06%29,548CommonSOLE
680665205OLNOLIN CORP$486,4550.06%19,466CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$485,6320.06%13,550CommonSOLE
89400J107TRUTRANSUNION$484,8350.06%5,787CommonSOLE
30212W100AGNTEXP WORLD HLDGS INC$484,7320.06%45,472CommonSOLE
N30577105ZGNERMENEGILDO ZEGNA N V$483,4620.06%51,160CommonSOLE
199333105CMCOCOLUMBUS MCKINNON CORP N Y$472,9330.06%32,980CommonSOLE
670837103OGEOGE ENERGY CORP$472,6480.06%10,215CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$460,7690.06%1,426CommonSOLE
420261109HWKNHAWKINS INC$459,1750.06%2,513CommonSOLE
39854F101GRNDGRINDR INC$459,0260.06%30,561CommonSOLE
15135B101CNCCENTENE CORP DEL$456,6330.06%12,798CommonSOLE
422819102HSIHEIDRICK & STRUGGLES INTL IN$454,0520.06%9,123CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$452,1950.06%2,307CommonSOLE
093671105HRBBLOCK H & R INC$451,1860.05%8,922CommonSOLE
922280102VRNSVARONIS SYS INC$450,4500.05%7,838CommonSOLE
022671101AMALAMALGAMATED FINANCIAL CORP$445,7760.05%16,419CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$445,2690.05%16,227CommonSOLE
05587G203BKTIBK TECHNOLOGIES CORPORATION$442,8440.05%5,242CommonSOLE
488401100KMPRKEMPER CORP$440,5460.05%8,546CommonSOLE
918284100VSECVSE CORP$440,5360.05%2,650CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$432,9840.05%3,246CommonSOLE
739128106POWLPOWELL INDS INC$429,4770.05%1,409CommonSOLE
53947R105LOARLOAR HOLDINGS INC$424,5600.05%5,307CommonSOLE
31428X106FDXFEDEX CORP$424,2220.05%1,799CommonSOLE
45867G101IDCCINTERDIGITAL INC$423,9420.05%1,228CommonSOLE
40145W101GRDNGUARDIAN PHARMACY SVCS INC$420,9390.05%16,048CommonSOLE
96924N100WLDNWILLDAN GROUP INC$419,2480.05%4,336CommonSOLE
87969B101TLSTELOS CORP MD$417,4450.05%61,030CommonSOLE
M6191J100FROGJFROG LTD$415,5100.05%8,779CommonSOLE
97717P104WTWISDOMTREE INC$415,4430.05%29,888CommonSOLE
37892E102GICGLOBAL INDUSTRIAL COMPANY$414,7010.05%11,309CommonSOLE
983793100XPOXPO INC$413,5350.05%3,199CommonSOLE
736508847PORPORTLAND GEN ELEC CO$403,7440.05%9,176CommonSOLE
635017106FIZZNATIONAL BEVERAGE CORP$402,1330.05%10,892CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$399,1610.05%6,501CommonSOLE
45774W108IIININSTEEL INDS INC$394,5570.05%10,291CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$393,4500.05%32,250CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$393,0260.05%2,639CommonSOLE
75704L104RDVTRED VIOLET INC$392,8680.05%7,519CommonSOLE
58600110975ZSOHO HOUSE & CO INC$388,6920.05%43,920CommonSOLE
98422E103XERSXERIS BIOPHARMA HOLDINGS INC$388,0660.05%47,674CommonSOLE
18467V109YOUCLEAR SECURE INC$387,8420.05%11,619CommonSOLE
858586100SCLSTEPAN CO$384,1280.05%8,053CommonSOLE
66661N886NPBNORTHPOINTE BANCSHARES INC.$382,7800.05%22,411CommonSOLE
204149108CTBICOMMUNITY TR BANCORP INC$381,8590.05%6,825CommonSOLE
624580106MOVMOVADO GROUP INC$378,6600.05%19,961CommonSOLE
G4863A108BRSLBRIGHTSTAR LOTTERY PLC$373,8770.05%21,674CommonSOLE
053807103AVTAVNET INC$371,5540.05%7,107CommonSOLE
946784105WAYWAYSTAR HLDG CORP$362,9700.04%9,572CommonSOLE
20464U100COMPCOMPASS INC$358,2910.04%44,619CommonSOLE
018522300AEBAALLETE INC$358,0950.04%5,393CommonSOLE
617700109MORNMORNINGSTAR INC$357,9910.04%1,543CommonSOLE
89214P109TOWNTOWNEBANK PORTSMOUTH VA$357,0390.04%10,328CommonSOLE
63888U108NGVCNATURAL GROCERS BY VITAMIN C$354,9200.04%8,873CommonSOLE
574599106MASMASCO CORP$352,4430.04%5,007CommonSOLE
10948C107BVBRIGHTVIEW HLDGS INC$351,7230.04%26,248CommonSOLE
023586100UHALU HAUL HOLDING COMPANY$349,1540.04%6,118CommonSOLE
23204G100CUBICUSTOMERS BANCORP INC$347,5720.04%5,317CommonSOLE
69753M105PLMRPALOMAR HLDGS INC$347,3310.04%2,975CommonSOLE
453838609IBCPINDEPENDENT BK CORP MICH$345,9910.04%11,170CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$336,5610.04%3,991CommonSOLE
G9460G101VALVALARIS LTD$336,4150.04%6,898CommonSOLE
30260D103FIGSFIGS INC$336,1460.04%50,246CommonSOLE
890110109TMPTOMPKINS FINL CORP$330,9180.04%4,998CommonSOLE
552690109MDUMDU RES GROUP INC$328,3990.04%18,439CommonSOLE
633707104NBHCNATIONAL BK HLDGS CORP$328,0920.04%8,491CommonSOLE
63945M107NBBKNB BANCORP INC$327,6020.04%18,561CommonSOLE
08986R309BHBIGLARI HLDGS INC$327,2100.04%1,011CommonSOLE
444144109HDSNHUDSON TECHNOLOGIES INC$327,0250.04%32,933CommonSOLE
17306X102CTRNCITI TRENDS INC$320,5400.04%10,330CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$317,8710.04%5,077CommonSOLE
053604104AVPTAVEPOINT INC$316,3660.04%21,077CommonSOLE
05379B107AVAAVISTA CORP$314,3150.04%8,313CommonSOLE
683797104OPYOPPENHEIMER HLDGS INC$313,3040.04%4,239CommonSOLE
704699107PGCPEAPACK-GLADSTONE FINL CORP$310,4170.04%11,247CommonSOLE
383082104GRCGORMAN RUPP CO$306,8170.04%6,611CommonSOLE
22041X102CRSRCORSAIR GAMING INC$304,8950.04%34,181CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$303,6550.04%604CommonSOLE
G4690M101IBEXIBEX LTD$302,3600.04%7,462CommonSOLE
600551204MLRMILLER INDS INC TENN$301,8570.04%7,468CommonSOLE
07831C103BRBRBELLRING BRANDS INC$299,8510.04%8,249CommonSOLE
781846308RUSHBRUSH ENTERPRISES INC$298,1250.04%5,192CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$297,6640.04%1,082CommonSOLE
G9001E102LILALIBERTY LATIN AMERICA LTD$297,2880.04%35,861CommonSOLE
453204109PIIMPINJ INC$296,7920.04%1,642CommonSOLE
436893200HOMBHOME BANCSHARES INC$296,0180.04%10,460CommonSOLE
911684108ADARRAY DIGITAL INFRASTRUCTURE$292,5080.04%5,849CommonSOLE
205887102CAGCONAGRA BRANDS INC$292,2830.04%15,963CommonSOLE
29414B104EPAMEPAM SYS INC$289,9690.04%1,923CommonSOLE
300426103ECGEVERUS CONSTR GROUP$286,9200.03%3,346CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$286,8990.03%6,516CommonSOLE
047726104BATRAATLANTA BRAVES HLDGS INC$284,7330.03%6,262CommonSOLE
126600105CVBFCVB FINL CORP$284,4060.03%15,040CommonSOLE
58039P305MUXMCEWEN INC.$283,4670.03%16,577CommonSOLE
501889208LKQLKQ CORP$282,5870.03%9,253CommonSOLE
21077F100CTGOCONTANGO ORE INC$282,2080.03%11,320CommonSOLE
36164V602GLIBAGCI LIBERTY INC$281,5500.03%7,497CommonSOLE

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.