MondegarAI
OCCUDO QUANTITATIVE STRATEGIES LP

Q4 2025 · 13F-HR

OCCUDO QUANTITATIVE STRATEGIES LPholdings as filed

Filed 2026-02-17 · accession 0001420506-26-000569

$1.49B
Reported value
670
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · OCCUDO QUANTITATIVE STRATEGIES LP · Q4 2025

AI · grounded in 13F

OCCUDO QUANTITATIVE STRATEGIES LP established a new position in ETN worth $16.88M. The fund also opened new stakes in SPOT for $15.08M and AMAT for $14.27M. On the sell side, the fund closed its positions in LRCX and PGR, reducing exposure by $9.45M and $9.00M respectively.

Holdings as filed

First 500 of 670

CUSIPTickerIssuerValue% port.SharesClassVoting
22160K105COSTCOSTCO WHSL CORP NEW$16.9M1.13%19,638CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$16.9M1.13%177,066CommonSOLE
G29183103ETNEATON CORP PLC$16.9M1.13%52,983CommonSOLE
023135106AMZNAMAZON COM INC$16.9M1.13%73,110CommonSOLE
172908105CTASCINTAS CORP$16.8M1.13%89,309CommonSOLE
760759100RSGREPUBLIC SVCS INC$16.8M1.12%79,185CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$16.7M1.12%94,006CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$15.1M1.01%25,972CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$14.4M0.96%599,023CommonSOLE
038222105AMATAPPLIED MATLS INC$14.3M0.96%55,520CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$14.0M0.94%65,330CommonSOLE
64110L106NFLXNETFLIX INC$13.7M0.92%146,444CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$13.6M0.91%34,854CommonSOLE
12504L109CBRECBRE GROUP INC$13.6M0.91%84,348CommonSOLE
009066101ABNBAIRBNB INC$13.2M0.88%97,165CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$13.0M0.87%50,457CommonSOLE
67077M108NTRNUTRIEN LTD$12.1M0.81%196,422CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$11.9M0.80%31,117CommonSOLE
98980G102ZSZSCALER INC$11.8M0.79%52,511CommonSOLE
863667101SYKSTRYKER CORPORATION$11.8M0.79%33,569CommonSOLE
74743L100QQNITY ELECTRONICS INC$11.7M0.78%142,880CommonSOLE
369550108GDGENERAL DYNAMICS CORP$11.5M0.77%34,089CommonSOLE
59156R108METMETLIFE INC$11.2M0.75%142,043CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$10.8M0.72%33,367CommonSOLE
D18190898DBDEUTSCHE BANK A G$10.7M0.72%276,908CommonSOLE
040413205ANETARISTA NETWORKS INC$10.6M0.71%80,849CommonSOLE
81762P102NOWSERVICENOW INC$10.5M0.70%68,261CommonSOLE
701094104PHPARKER-HANNIFIN CORP$10.3M0.69%11,702CommonSOLE
902973304USBUS BANCORP DEL$10.3M0.69%192,170CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$10.1M0.68%233,224CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$10.1M0.67%17,652CommonSOLE
594918104MSFTMICROSOFT CORP$9.9M0.66%20,518CommonSOLE
911363109URIUNITED RENTALS INC$9.3M0.62%11,475CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$9.2M0.62%190,108CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$9.2M0.62%32,481CommonSOLE
872540109TJXTJX COS INC NEW$9.1M0.61%59,325CommonSOLE
422806208HEI/AHEICO CORP NEW$9.0M0.61%35,800CommonSOLE
H50430232LOGILOGITECH INTL S A$9.0M0.60%89,477CommonSOLE
30303M102METAMETA PLATFORMS INC$8.8M0.59%13,312CommonSOLE
98389B100XELXCEL ENERGY INC$8.6M0.58%116,652CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$8.3M0.56%83,683CommonSOLE
30034W106EVRGEVERGY INC$8.1M0.54%112,137CommonSOLE
N3168P101FERFERROVIAL SE$8.1M0.54%125,434CommonSOLE
872590104TMUST-MOBILE US INC$8.1M0.54%39,849CommonSOLE
518439104ELLAUDER ESTEE COS INC$8.1M0.54%77,197CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$8.1M0.54%105,290CommonSOLE
037833100AAPLAPPLE INC$8.1M0.54%29,669CommonSOLE
880770102TERTERADYNE INC$8.0M0.53%41,246CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$8.0M0.53%38,795CommonSOLE
G87052109TELTE CONNECTIVITY PLC$7.8M0.52%34,256CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$7.6M0.51%34,293CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$7.6M0.51%66,135CommonSOLE
92840M102VSTVISTRA CORP$7.6M0.51%46,988CommonSOLE
H2906T109GRMNGARMIN LTD$7.5M0.50%36,984CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$7.3M0.49%39,495CommonSOLE
25754A201DPZDOMINOS PIZZA INC$7.3M0.49%17,413CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$7.3M0.49%15,470CommonSOLE
380237107GDDYGODADDY INC$7.0M0.47%56,548CommonSOLE
002824100ABTABBOTT LABS$6.9M0.46%55,281CommonSOLE
94419L101WWAYFAIR INC$6.9M0.46%68,717CommonSOLE
88160R101TSLATESLA INC$6.6M0.44%14,739CommonSOLE
55087P104LYFTLYFT INC$6.6M0.44%340,677CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$6.6M0.44%49,936CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$6.5M0.44%165,840CommonSOLE
60937P106MDBMONGODB INC$6.5M0.43%15,389CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$6.4M0.43%53,575CommonSOLE
440452100HRLHORMEL FOODS CORP$6.4M0.43%269,741CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$6.4M0.43%13,150CommonSOLE
N3167Y103RACEFERRARI N V$6.3M0.42%17,037CommonSOLE
422806109HEIHEICO CORP NEW$6.3M0.42%19,368CommonSOLE
922475108VEEVVEEVA SYS INC$6.3M0.42%28,001CommonSOLE
92343E102VRSNVERISIGN INC$6.1M0.41%24,930CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$6.0M0.40%165,129CommonSOLE
580135101MCDMCDONALDS CORP$6.0M0.40%19,585CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$6.0M0.40%36,834CommonSOLE
34959E109FTNTFORTINET INC$5.9M0.40%74,726CommonSOLE
751212101RLRALPH LAUREN CORP$5.9M0.40%16,676CommonSOLE
G0260P102ASAMER SPORTS INC$5.9M0.39%156,890CommonSOLE
433313103HNGEHINGE HEALTH INC$5.9M0.39%125,946CommonSOLE
37045V100GMGENERAL MTRS CO$5.8M0.39%71,031CommonSOLE
02081G201ATECALPHATEC HLDGS INC$5.7M0.38%269,798CommonSOLE
217204106CPRTCOPART INC$5.7M0.38%144,424CommonSOLE
11285B108BEPCBROOKFIELD RENEWABLE CORP$5.6M0.38%147,078CommonSOLE
811543107SEBSEABOARD CORP DEL$5.6M0.37%1,255CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$5.5M0.37%61,148CommonSOLE
00206R102TAT&T INC$5.5M0.37%221,792CommonSOLE
012653101ALBALBEMARLE CORP$5.5M0.37%38,922CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$5.4M0.37%63,919CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$5.4M0.36%62,234CommonSOLE
559222401MGAMAGNA INTL INC$5.4M0.36%101,108CommonSOLE
260557103DOWDOW INC$5.3M0.36%228,659CommonSOLE
98138H101WDAYWORKDAY INC$5.2M0.35%24,373CommonSOLE
228368106CCKCROWN HLDGS INC$5.2M0.35%50,148CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$5.2M0.35%25,686CommonSOLE
126408103CSXCSX CORP$5.1M0.34%141,847CommonSOLE
M6191J100FROGJFROG LTD$5.0M0.33%79,367CommonSOLE
919794107VLYVALLEY NATL BANCORP$4.9M0.33%423,429CommonSOLE
097023105BABOEING CO$4.9M0.33%22,352CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$4.7M0.31%52,740CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$4.6M0.31%23,430CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$4.4M0.30%65,144CommonSOLE
40434L105HPQHP INC$4.4M0.29%197,453CommonSOLE
500754106KHCKRAFT HEINZ CO$4.4M0.29%180,561CommonSOLE
020002101ALLALLSTATE CORP$4.3M0.29%20,719CommonSOLE
458140100INTCINTEL CORP$4.3M0.29%116,155CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$4.2M0.28%140,305CommonSOLE
77543R102ROKUROKU INC$4.1M0.28%37,899CommonSOLE
704326107PAYXPAYCHEX INC$4.1M0.27%36,500CommonSOLE
02079K107GOOGALPHABET INC$4.1M0.27%13,006CommonSOLE
02079K305GOOGLALPHABET INC$4.0M0.27%12,817CommonSOLE
969904101WSMWILLIAMS SONOMA INC$4.0M0.27%22,235CommonSOLE
18915M107NETCLOUDFLARE INC$3.9M0.26%19,853CommonSOLE
278768106SATSECHOSTAR CORP$3.9M0.26%35,988CommonSOLE
775711104ROLROLLINS INC$3.9M0.26%65,119CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$3.9M0.26%77,929CommonSOLE
125269100CFCF INDS HLDGS INC$3.9M0.26%50,382CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.9M0.26%20,876CommonSOLE
00766T100ACMAECOM$3.9M0.26%40,534CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$3.9M0.26%8,658CommonSOLE
268150109DTDYNATRACE INC$3.8M0.26%88,627CommonSOLE
H42097107UBSUBS GROUP AG$3.8M0.26%82,661CommonSOLE
52661A108DRSLEONARDO DRS INC$3.8M0.25%110,505CommonSOLE
45073V108ITTITT INC$3.8M0.25%21,665CommonSOLE
N82405106STLASTELLANTIS N.V$3.7M0.25%343,551CommonSOLE
00724F101ADBEADOBE INC$3.7M0.25%10,605CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$3.7M0.25%57,856CommonSOLE
88579Y101MMM3M CO$3.6M0.24%22,762CommonSOLE
00130H105AESAES CORP$3.6M0.24%251,150CommonSOLE
191098102COKECOCA COLA CONS INC$3.6M0.24%23,298CommonSOLE
65473P105NINISOURCE INC$3.6M0.24%85,036CommonSOLE
749685103RPMRPM INTL INC$3.5M0.24%33,741CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$3.5M0.23%64,146CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$3.5M0.23%65,444CommonSOLE
98419M100XYLXYLEM INC$3.4M0.23%25,324CommonSOLE
06849F108BBARRICK MNG CORP$3.4M0.23%77,676CommonSOLE
F21107101CSTMCONSTELLIUM SE$3.3M0.22%177,650CommonSOLE
N00985106AERAERCAP HOLDINGS NV$3.3M0.22%23,281CommonSOLE
91332U101UUNITY SOFTWARE INC$3.3M0.22%75,638CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.3M0.22%61,820CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$3.3M0.22%32,395CommonSOLE
69331C108PCGPG&E CORP$3.3M0.22%205,453CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$3.3M0.22%1,527CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$3.3M0.22%36,599CommonSOLE
72703X106PLPLANET LABS PBC$3.3M0.22%165,114CommonSOLE
29530P102ERIEERIE INDTY CO$3.2M0.21%11,192CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$3.2M0.21%25,371CommonSOLE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$3.2M0.21%70,132CommonSOLE
540424108LLOEWS CORP$3.2M0.21%30,222CommonSOLE
53635D202LQDALIQUIDIA CORPORATION$3.1M0.21%90,086CommonSOLE
G4253H101JHXJAMES HARDIE INDS PLC$3.1M0.21%149,595CommonSOLE
337738108FISVFISERV INC$3.1M0.21%45,747CommonSOLE
90364P105PATHUIPATH INC$3.1M0.21%187,052CommonSOLE
771049103RBLXROBLOX CORP$3.1M0.20%37,763CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3.1M0.20%6,553CommonSOLE
670837103OGEOGE ENERGY CORP$3.1M0.20%71,466CommonSOLE
256746108DLTRDOLLAR TREE INC$3.0M0.20%24,738CommonSOLE
126117100CNACNA FINL CORP$3.0M0.20%62,787CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$3.0M0.20%56,833CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$2.9M0.20%16,484CommonSOLE
697900108PAASPAN AMERN SILVER CORP$2.9M0.19%56,070CommonSOLE
91529Y106UNMUNUM GROUP$2.9M0.19%37,387CommonSOLE
7495271071RGREV GROUP INC$2.9M0.19%47,020CommonSOLE
534187109LNCLINCOLN NATL CORP IND$2.8M0.19%63,930CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$2.7M0.18%13,375CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$2.7M0.18%12,094CommonSOLE
832248207SFDSMITHFIELD FOODS INC$2.7M0.18%120,163CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$2.7M0.18%16,919CommonSOLE
31428X106FDXFEDEX CORP$2.7M0.18%9,210CommonSOLE
466313103JBLJABIL INC$2.6M0.18%11,531CommonSOLE
902681105UGIUGI CORP NEW$2.6M0.18%69,875CommonSOLE
G0176J109ALLEALLEGION PLC$2.6M0.17%16,371CommonSOLE
34354P105FLSFLOWSERVE CORP$2.6M0.17%37,563CommonSOLE
526107107LIILENNOX INTL INC$2.6M0.17%5,364CommonSOLE
02209S103MOALTRIA GROUP INC$2.6M0.17%44,573CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$2.6M0.17%94,599CommonSOLE
013872106AAALCOA CORP$2.5M0.17%47,836CommonSOLE
69351T106PPLPPL CORP$2.5M0.17%72,416CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$2.5M0.17%16,628CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$2.5M0.17%28,074CommonSOLE
231561101CWCURTISS WRIGHT CORP$2.5M0.17%4,569CommonSOLE
205887102CAGCONAGRA BRANDS INC$2.5M0.17%145,475CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.5M0.17%48,764CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$2.5M0.17%65,041CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$2.5M0.17%17,211CommonSOLE
23918K108DVADAVITA INC$2.5M0.17%21,706CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$2.4M0.16%162,261CommonSOLE
45784P101PODDINSULET CORP$2.4M0.16%8,548CommonSOLE
876030107TPRTAPESTRY INC$2.4M0.16%18,912CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2.4M0.16%7,704CommonSOLE
22266T109CPNGCOUPANG INC$2.4M0.16%101,991CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$2.4M0.16%51,026CommonSOLE
74736K101QRVOQORVO INC$2.4M0.16%28,081CommonSOLE
384109104GGGGRACO INC$2.4M0.16%28,922CommonSOLE
74164M108PRIPRIMERICA INC$2.4M0.16%9,165CommonSOLE
233331107DTEDTE ENERGY CO$2.3M0.16%17,973CommonSOLE
053604104AVPTAVEPOINT INC$2.3M0.15%165,618CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.3M0.15%22,495CommonSOLE
942622200WSOWATSCO INC$2.2M0.15%6,669CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$2.2M0.15%72,368CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$2.2M0.15%26,431CommonSOLE
92939U106WECWEC ENERGY GROUP INC$2.2M0.14%20,425CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$2.2M0.14%46,132CommonSOLE
04342Y104ASANASANA INC$2.1M0.14%156,282CommonSOLE
01626W101ALITALIGHT INC$2.1M0.14%1,090,940CommonSOLE
071813109BAXBAXTER INTL INC$2.1M0.14%110,961CommonSOLE
87161C501SYU1SYNOVUS FINL CORP$2.1M0.14%41,196CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$2.1M0.14%12,128CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$2.1M0.14%21,059CommonSOLE
901109108TPCTUTOR PERINI CORP$2.0M0.14%30,238CommonSOLE
018802108LNTALLIANT ENERGY CORP$2.0M0.14%31,070CommonSOLE
690742101OCOWENS CORNING NEW$2.0M0.13%18,005CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$2.0M0.13%71,762CommonSOLE
155923105CTRICENTURI HOLDINGS INC$1.9M0.13%75,614CommonSOLE
98978V103ZTSZOETIS INC$1.9M0.13%15,090CommonSOLE
69932A204PSKYPARAMOUNT SKYDANCE CORP$1.9M0.13%140,174CommonSOLE
418056107HASHASBRO INC$1.9M0.13%22,808CommonSOLE
001084102AGCOAGCO CORP$1.9M0.12%17,849CommonSOLE
960413102WLKWESTLAKE CORPORATION$1.9M0.12%25,180CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$1.9M0.12%53,124CommonSOLE
221006109CRVLCORVEL CORP$1.8M0.12%27,294CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$1.8M0.12%19,234CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$1.8M0.12%22,881CommonSOLE
084423102WRBBERKLEY W R CORP$1.8M0.12%25,885CommonSOLE
32020R109FFINFIRST FINL BANKSHARES INC$1.8M0.12%59,894CommonSOLE
617700109MORNMORNINGSTAR INC$1.8M0.12%8,227CommonSOLE
G0250X107AMCRAMCOR PLC$1.8M0.12%211,799CommonSOLE
651587107NEUNEWMARKET CORP$1.7M0.12%2,537CommonSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$1.7M0.12%18,152CommonSOLE
35137L105FOXAFOX CORP$1.7M0.12%23,504CommonSOLE
370334104GISGENERAL MLS INC$1.7M0.11%36,285CommonSOLE
40131M109GHGUARDANT HEALTH INC$1.7M0.11%16,488CommonSOLE
013091103ACIALBERTSONS COS INC$1.7M0.11%96,832CommonSOLE
833445109SNOWSNOWFLAKE INC$1.7M0.11%7,534CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$1.6M0.11%26,807CommonSOLE
08265T208BSYBENTLEY SYS INC$1.6M0.11%42,395CommonSOLE
75524B104RBCRBC BEARINGS INC$1.6M0.11%3,550CommonSOLE
69349H107TXNMTXNM ENERGY INC$1.6M0.11%26,883CommonSOLE
72703H101PLNTPLANET FITNESS INC$1.6M0.11%14,540CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1.6M0.11%11,819CommonSOLE
65158N102NMRKNEWMARK GROUP INC$1.6M0.11%90,458CommonSOLE
500255104KSSKOHLS CORP$1.6M0.10%76,601CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.6M0.10%7,088CommonSOLE
83570H108SONOSONOS INC$1.6M0.10%88,650CommonSOLE
44891N208IACIAC INC$1.5M0.10%39,319CommonSOLE
536797103LADLITHIA MTRS INC$1.5M0.10%4,616CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC$1.5M0.10%57,728CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$1.5M0.10%58,037CommonSOLE
980745103WWDWOODWARD INC$1.5M0.10%5,043CommonSOLE
G3934V109GENIGENIUS SPORTS LIMITED$1.5M0.10%135,621CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.5M0.10%5,117CommonSOLE
189054109CLXCLOROX CO DEL$1.4M0.10%14,374CommonSOLE
G4766E116INDVINDIVIOR PLC$1.4M0.10%40,373CommonSOLE
26210C104DBXDROPBOX INC$1.4M0.10%51,888CommonSOLE
302491303FMCFMC CORP$1.4M0.10%103,665CommonSOLE
451107106IDAIDACORP INC$1.4M0.10%11,291CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$1.4M0.10%16,495CommonSOLE
88025T102TENBTENABLE HLDGS INC$1.4M0.10%60,418CommonSOLE
16359R103CHECHEMED CORP NEW$1.4M0.09%3,309CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$1.4M0.09%5,445CommonSOLE
254067101DDSDILLARDS INC$1.4M0.09%2,291CommonSOLE
596278101MIDDMIDDLEBY CORP$1.4M0.09%9,249CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.4M0.09%10,531CommonSOLE
023586100UHALU HAUL HOLDING COMPANY$1.4M0.09%26,996CommonSOLE
053774105CARAVIS BUDGET GROUP$1.4M0.09%10,585CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1.4M0.09%6,505CommonSOLE
353514102FELEFRANKLIN ELEC INC$1.3M0.09%14,068CommonSOLE
81768T108SFBSSERVISFIRST BANCSHARES INC$1.3M0.09%18,640CommonSOLE
05561Q201BOKFBOK FINL CORP$1.3M0.09%11,274CommonSOLE
552690109MDUMDU RES GROUP INC$1.3M0.09%68,304CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$1.3M0.09%6,125CommonSOLE
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761152107RMDRESMED INC$1.3M0.09%5,286CommonSOLE
83444M101SOLVSOLVENTUM CORP$1.3M0.08%15,910CommonSOLE
574795100MASIMASIMO CORP$1.3M0.08%9,663CommonSOLE
58039P305MUXMCEWEN INC.$1.3M0.08%67,558CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$1.2M0.08%26,432CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$1.2M0.08%29,387CommonSOLE
29786A106ETSYETSY INC$1.2M0.08%21,850CommonSOLE
65341B106XIFRXPLR INFRASTRUCTURE LP$1.2M0.08%120,719CommonSOLE
626755102MUSAMURPHY USA INC$1.2M0.08%2,983CommonSOLE
90353W103UIUBIQUITI INC$1.2M0.08%2,149CommonSOLE
281020107EIXEDISON INTL$1.2M0.08%19,749CommonSOLE
125523100CITHE CIGNA GROUP$1.2M0.08%4,296CommonSOLE
052769106ADSKAUTODESK INC$1.2M0.08%3,966CommonSOLE
G4863A108BRSLBRIGHTSTAR LOTTERY PLC$1.2M0.08%75,512CommonSOLE
98139A105WKWORKIVA INC$1.2M0.08%13,534CommonSOLE
G29687103AVDLAVADEL PHARMACEUTICALS PLC$1.2M0.08%53,730CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$1.2M0.08%64,968CommonSOLE
67098H104OIO-I GLASS INC$1.1M0.08%77,490CommonSOLE
084680107BBTBEACON FINANCIAL CORP.$1.1M0.08%43,365CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$1.1M0.08%4,688CommonSOLE
87240R107TFSLTFS FINL CORP$1.1M0.08%84,807CommonSOLE
655663102NDSNNORDSON CORP$1.1M0.08%4,691CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$1.1M0.08%73,210CommonSOLE
156431108CENXCENTURY ALUM CO$1.1M0.07%28,548CommonSOLE
103304101BYDBOYD GAMING CORP$1.1M0.07%13,105CommonSOLE
30190A104FGF&G ANNUITIES & LIFE INC$1.1M0.07%36,086CommonSOLE
049468101TEAMATLASSIAN CORPORATION$1.1M0.07%6,848CommonSOLE
457152106INGMINGRAM MICRO HLDG CORP$1.1M0.07%51,937CommonSOLE
635017106FIZZNATIONAL BEVERAGE CORP$1.1M0.07%34,622CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.1M0.07%1,949CommonSOLE
05990K106BANCBANC OF CALIFORNIA INC$1.1M0.07%57,105CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$1.1M0.07%82,940CommonSOLE
05356F105AVAHAVEANNA HEALTHCARE HLDGS INC$1.1M0.07%134,604CommonSOLE
33829M101FIVEFIVE BELOW INC$1.1M0.07%5,823CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$1.1M0.07%56,615CommonSOLE
10576N102BRZEBRAZE INC$1.1M0.07%31,244CommonSOLE
88339J105TTDTHE TRADE DESK INC$1.1M0.07%27,844CommonSOLE
12514G108CDWCDW CORP$1.1M0.07%7,731CommonSOLE
H8088L103SRADSPORTRADAR GROUP AG$1.0M0.07%43,614CommonSOLE
267475101DYDYCOM INDS INC$1.0M0.07%3,035CommonSOLE
387328107GVAGRANITE CONSTR INC$1.0M0.07%8,826CommonSOLE
192108504CDECOEUR MNG INC$1.0M0.07%56,828CommonSOLE
358054104FRSHFRESHWORKS INC$1.0M0.07%82,637CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$1.0M0.07%21,791CommonSOLE
628778102NBTBNBT BANCORP INC$993,3240.07%23,924CommonSOLE
98954M101ZGZILLOW GROUP INC$967,3650.06%14,178CommonSOLE
031100100AMEAMETEK INC$953,4600.06%4,644CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$951,0810.06%11,674CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$946,7600.06%10,380CommonSOLE
40145W101GRDNGUARDIAN PHARMACY SVCS INC$940,7940.06%31,266CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$923,7320.06%24,646CommonSOLE
889478103TOLTOLL BROTHERS INC$918,2790.06%6,791CommonSOLE
448579102HHYATT HOTELS CORP$914,4650.06%5,704CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$910,8440.06%6,063CommonSOLE
N30577105ZGNERMENEGILDO ZEGNA N V$906,4380.06%88,433CommonSOLE
26969P108EXPEAGLE MATLS INC$903,1920.06%4,370CommonSOLE
M46528101FROFRONTLINE PLC$897,9150.06%41,151CommonSOLE
38526M106LOPEGRAND CANYON ED INC$892,7520.06%5,368CommonSOLE
83304A106SNAPSNAP INC$887,1920.06%109,937CommonSOLE
N14506104ESTCELASTIC N V$875,4060.06%11,604CommonSOLE
904311107UAAUNDER ARMOUR INC$872,6520.06%175,584CommonSOLE
819047101SHAKSHAKE SHACK INC$861,7010.06%10,616CommonSOLE
87265H109T86TRI POINTE HOMES INC$855,3550.06%27,180CommonSOLE
518613203LAURLAUREATE EDUCATION INC$852,8270.06%25,329CommonSOLE
790148100JOEST JOE CO$852,3750.06%14,357CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$843,1330.06%4,412CommonSOLE
55277P104MGEEMGE ENERGY INC$813,7640.05%10,377CommonSOLE
038336103ATRAPTARGROUP INC$809,4490.05%6,637CommonSOLE
277432100EMNEASTMAN CHEM CO$801,5770.05%12,558CommonSOLE
415858109HROWHARROW INC$801,2970.05%16,353CommonSOLE
318910106FBNCFIRST BANCORP N C$799,6380.05%15,744CommonSOLE
G02602103DOXAMDOCS LTD$799,4640.05%9,930CommonSOLE
92047W101VVVVALVOLINE INC$797,7260.05%27,451CommonSOLE
95058W100WENWENDYS CO$791,7330.05%95,046CommonSOLE
08986R309BHBIGLARI HLDGS INC$791,5160.05%2,381CommonSOLE
929740108WABWABTEC$788,2710.05%3,693CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$786,1920.05%7,240CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$783,3490.05%15,518CommonSOLE
00090Q103ADTADT INC DEL$782,8140.05%97,003CommonSOLE
488401100KMPRKEMPER CORP$775,9760.05%19,141CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$774,6380.05%1,991CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$772,6470.05%20,142CommonSOLE
G8068L108SNSHARKNINJA INC$763,0460.05%6,819CommonSOLE
011659109ALKALASKA AIR GROUP INC$754,8020.05%15,006CommonSOLE
068463108BBSIBARRETT BUSINESS SVCS INC$751,1760.05%20,745CommonSOLE
06652V208BANRBANNER CORP$743,9620.05%11,873CommonSOLE
37637K108GTLBGITLAB INC$739,6790.05%19,709CommonSOLE
635906100NHCNATIONAL HEALTHCARE CORP$739,3260.05%5,393CommonSOLE
700658107PRKPARK NATL CORP$725,1380.05%4,765CommonSOLE
17306X102CTRNCITI TRENDS INC$724,0580.05%17,422CommonSOLE
15135B101CNCCENTENE CORP DEL$718,7260.05%17,466CommonSOLE
16679L109CHWYCHEWY INC$718,5730.05%21,742CommonSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$716,9410.05%8,756CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$712,0620.05%30,443CommonSOLE
254423106DINDINE BRANDS GLOBAL INC$710,7760.05%22,115CommonSOLE
45245E109IMAXIMAX CORP$709,2990.05%19,191CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$695,8420.05%8,516CommonSOLE
750940108RALRALLIANT CORP$688,4560.05%13,523CommonSOLE
688239201OSKOSHKOSH CORP$681,6680.05%5,426CommonSOLE
05945F103BANFBANCFIRST CORP$680,2240.05%6,416CommonSOLE
343412102FLRFLUOR CORP NEW$675,8900.05%17,055CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$675,6390.05%59,111CommonSOLE
98423F109XMTRXOMETRY INC$664,0420.04%11,166CommonSOLE
770323103RHIROBERT HALF INC.$662,3510.04%24,387CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$658,1860.04%2,003CommonSOLE
59001A102MTHMERITAGE HOMES CORP$654,7100.04%9,950CommonSOLE
63945M107NBBKNB BANCORP INC$637,3120.04%32,155CommonSOLE
68235P108OGSONE GAS INC$633,2180.04%8,197CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$626,7980.04%12,546CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$626,7150.04%4,398CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$613,6750.04%8,063CommonSOLE
011311107ALGALAMO GROUP INC$613,0610.04%3,652CommonSOLE
78781J109SAILSAILPOINT INC$605,8480.04%29,948CommonSOLE
579780206MKCMCCORMICK & CO INC$605,0210.04%8,883CommonSOLE
744320102PRUPRUDENTIAL FINL INC$600,7470.04%5,322CommonSOLE
15677J108DAYDAYFORCE INC$593,8770.04%8,587CommonSOLE
30040W108ESEVERSOURCE ENERGY$582,1350.04%8,646CommonSOLE
904311206UAUNDER ARMOUR INC$578,8320.04%120,590CommonSOLE
345370860FFORD MTR CO$559,4240.04%42,639CommonSOLE
007973100AEISADVANCED ENERGY INDS$557,3430.04%2,662CommonSOLE
20464U100COMPCOMPASS INC$553,5610.04%52,371CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$537,0380.04%4,241CommonSOLE
026948109AIIAMERICAN INTEGRITY INS GROUP$531,0400.04%25,494CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$529,1850.04%1,353CommonSOLE
917047102URBNURBAN OUTFITTERS INC$527,6480.04%7,011CommonSOLE
26210V102DRVNDRIVEN BRANDS HLDGS INC$525,1620.04%35,436CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$521,0210.03%2,035CommonSOLE
39854F101GRNDGRINDR INC$517,5260.03%38,222CommonSOLE
896288107TNETTRINET GROUP INC$513,8400.03%8,690CommonSOLE
07831C103BRBRBELLRING BRANDS INC$512,6280.03%19,178CommonSOLE
378973507GSATGLOBALSTAR INC$510,9050.03%8,370CommonSOLE
364760108GAPGAP INC$509,5420.03%19,904CommonSOLE
231021106CMICUMMINS INC$507,8980.03%995CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$505,5560.03%7,939CommonSOLE
566324109MMIMARCUS & MILLICHAP INC$504,1280.03%18,473CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$501,3480.03%6,351CommonSOLE
01862Q107ALHALLIANCE LAUNDRY HLDGS INC$495,8680.03%24,367CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$493,5140.03%4,867CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$492,6470.03%14,812CommonSOLE
03743Q108APAAPA CORPORATION$490,3010.03%20,045CommonSOLE
65345N106NNNEXTNAV INC$481,1960.03%28,918CommonSOLE
91688F104UPWKUPWORK INC$478,0390.03%24,119CommonSOLE
597742105MSBIMIDLAND STATES BANCORP INC$468,1530.03%22,114CommonSOLE
43785V102MCHBMECHANICS BANCORP$465,1900.03%31,797CommonSOLE
48716P108KRNYKEARNY FINL CORP MD$443,1920.03%59,810CommonSOLE
458334109IPARINTERPARFUMS INC$442,3880.03%5,215CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$441,1920.03%7,958CommonSOLE
115637100BF/ABROWN FORMAN CORP$437,8770.03%16,643CommonSOLE
379577208GMEDGLOBUS MED INC$437,5100.03%5,011CommonSOLE
66661N886NPBNORTHPOINTE BANCSHARES INC.$437,4210.03%26,068CommonSOLE
023576101AMTBAMERANT BANCORP INC$435,1900.03%22,306CommonSOLE
05603J108BKVBKV CORP$432,1740.03%15,918CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$423,3760.03%12,286CommonSOLE
343873105FFICFLUSHING FINL CORP$419,9660.03%27,684CommonSOLE
05329W102ANAUTONATION INC$418,3280.03%2,026CommonSOLE
477839104JBTMJBT MAREL CORPORATION$413,5890.03%2,745CommonSOLE
G38644103GCTGIGACLOUD TECHNOLOGY INC$410,8300.03%10,459CommonSOLE
H8817H100RIGTRANSOCEAN LTD$408,4160.03%98,890CommonSOLE
G2717C106CWKCUSHMAN AND WAKEFIELD LTD$406,3040.03%25,096CommonSOLE
428291108HXLHEXCEL CORP NEW$405,4150.03%5,486CommonSOLE
74967X103RHRH$404,8790.03%2,260CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$403,4320.03%3,921CommonSOLE
G9001E102LILALIBERTY LATIN AMERICA LTD$400,9740.03%54,259CommonSOLE
843380106SMBCSOUTHERN MO BANCORP INC$400,5970.03%6,776CommonSOLE
731068102PIIPOLARIS INC$400,3090.03%6,329CommonSOLE
47580P103JELDJELD-WEN HLDG INC$397,5880.03%161,621CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$394,9770.03%2,276CommonSOLE
115637209BF/BBROWN FORMAN CORP$392,6980.03%15,069CommonSOLE
704699107PGCPEAPACK-GLADSTONE FINL CORP$386,1120.03%13,864CommonSOLE
65249B208NWSNEWS CORP NEW$383,1750.03%12,932CommonSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$381,6930.03%16,545CommonSOLE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$381,2900.03%12,213CommonSOLE
23804L103DDOGDATADOG INC$376,8280.03%2,771CommonSOLE
453838609IBCPINDEPENDENT BK CORP MICH$374,9080.03%11,525CommonSOLE
55024U109LITELUMENTUM HLDGS INC$373,3820.03%1,013CommonSOLE
G4690M101IBEXIBEX LTD$372,2930.02%9,751CommonSOLE
879433829TDSTELEPHONE & DATA SYS INC$370,8860.02%9,046CommonSOLE
13100M509CALXCALIX INC$369,7690.02%6,986CommonSOLE
G4701H109IHSIHS HOLDING LIMITED$369,4420.02%49,523CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$366,5410.02%7,542CommonSOLE
343498101FLOFLOWERS FOODS INC$365,3180.02%33,577CommonSOLE
03843E104AQSTAQUESTIVE THERAPEUTICS INC$365,2810.02%56,545CommonSOLE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$365,1760.02%14,377CommonSOLE
890110109TMPTOMPKINS FINL CORP$364,7760.02%5,030CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$361,3440.02%6,138CommonSOLE
898402102TRMKTRUSTMARK CORP$361,2610.02%9,275CommonSOLE
204149108CTBICOMMUNITY TR BANCORP INC$360,0180.02%6,372CommonSOLE
49435R102KRPKIMBELL RTY PARTNERS LP$358,2920.02%30,467CommonSOLE
03168L105AMRXAMNEAL PHARMACEUTICALS INC$354,2110.02%28,112CommonSOLE
87969B101TLSTELOS CORP MD$349,4210.02%68,514CommonSOLE
911684108ADARRAY DIGITAL INFRASTRUCTURE$349,3880.02%6,516CommonSOLE
489170100KMTKENNAMETAL INC$349,3580.02%12,297CommonSOLE
142339100CSLCARLISLE COS INC$348,6470.02%1,090CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL$345,9010.02%3,870CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$343,6380.02%4,669CommonSOLE
680665205OLNOLIN CORP$343,4030.02%16,486CommonSOLE
N69605108PHVSPHARVARIS N V$342,6850.02%12,349CommonSOLE
91879Q109MTNVAIL RESORTS INC$341,0300.02%2,568CommonSOLE
37890B100GBTGGLOBAL BUSINESS TRAVEL GROUP$338,5890.02%44,260CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$336,6220.02%3,739CommonSOLE
05587G203BKTIBK TECHNOLOGIES CORPORATION$332,5220.02%4,458CommonSOLE
87157D109SYNASYNAPTICS INC$331,5360.02%4,479CommonSOLE
G037AX101AMBAAMBARELLA INC$329,3350.02%4,649CommonSOLE
981811102WORWORTHINGTON ENTERPRISES INC$329,2740.02%6,385CommonSOLE
057665200BCPCBALCHEM CORP$328,6500.02%2,143CommonSOLE
30257X104FBKFB FINL CORP$328,3830.02%5,885CommonSOLE
915271100UVSPUNIVEST FINANCIAL CORPORATIO$327,5640.02%10,005CommonSOLE
118440106BKEBUCKLE INC$325,9690.02%6,102CommonSOLE
83190L208SMBKSMARTFINANCIAL INC$325,6970.02%8,805CommonSOLE
224408104CRCRANE COMPANY$324,0440.02%1,757CommonSOLE
66611T108NFBKNORTHFIELD BANCORP INC DEL$321,6170.02%28,138CommonSOLE
589889104MMSIMERIT MED SYS INC$321,5350.02%3,648CommonSOLE
750917106RMBSRAMBUS INC DEL$321,0640.02%3,494CommonSOLE
011642105ALRMALARM COM HLDGS INC$319,7930.02%6,268CommonSOLE
626717102MURMURPHY OIL CORP$319,3130.02%10,218CommonSOLE
203937107CWBCCOMMUNITY WEST BANCSHARES NE$318,2850.02%14,146CommonSOLE
063425102BMRCBANK MARIN BANCORP$318,2840.02%12,237CommonSOLE
G6891L105PANLPANGAEA LOGISTICS SOLUTION L$317,6080.02%46,164CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$315,9250.02%39,739CommonSOLE
066849100BHBBAR HBR BANKSHARES$314,8470.02%10,140CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$313,4920.02%2,577CommonSOLE
667746101NWPXNWPX INFRASTRUCTURE INC$310,6380.02%4,971CommonSOLE
913290102UNTYUNITY BANCORP INC$309,4920.02%5,984CommonSOLE
58600110975ZSOHO HOUSE & CO INC$308,0450.02%34,380CommonSOLE
M7S64L123PGYPAGAYA TECHNOLOGIES LTD$306,4780.02%14,664CommonSOLE
112463104BKDBROOKDALE SR LIVING INC$305,6380.02%28,326CommonSOLE

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.