MondegarAI
Aurora Investment Counsel

Q2 2024 · 13F-HR

Aurora Investment Counselholdings as filed

Filed 2024-08-22 · accession 0001062993-24-015544

$170.4M
Reported value
107
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
09857L108BKNGBooking Holdings Inc.$3.1M1.79%770CommonSOLE
046353108AZNNAstraZeneca PLC$3.0M1.78%38,960CommonSOLE
48203R104JNPJuniper Networks, Inc.$2.7M1.59%74,108CommonSOLE
92343E102VRSNVeriSign, Inc.$2.7M1.58%15,121CommonSOLE
512816109LAMRLamar Advertising Company$2.7M1.58%22,488CommonSOLE
14448C104CARRCarrier Global Corporation$2.6M1.50%40,596CommonSOLE
747525103QCOMQUALCOMM Incorporated$2.5M1.49%12,781CommonSOLE
12572Q105CMECME Group Inc.$2.5M1.47%12,733CommonSOLE
409735206BTOJohn Hancock Financial Opportu$2.5M1.47%89,279CommonSOLE
98980A105ZTOZTO Express (Cayman) Inc.$2.5M1.45%119,103CommonSOLE
516544103LNTHLantheus Holdings, Inc.$2.4M1.43%30,394CommonSOLE
64110W102NTESNetEase, Inc.$2.4M1.42%25,393CommonSOLE
219948106CPAYCorpay, Inc.$2.4M1.40%8,933CommonSOLE
40637H109HALOHalozyme Therapeutics, Inc.$2.4M1.39%45,103CommonSOLE
913259107UTLUnitil Corporation$2.3M1.36%44,749CommonSOLE
91879Q109MTNVail Resorts, Inc.$2.3M1.35%12,812CommonSOLE
458334109IPARInter Parfums, Inc.$2.2M1.32%19,311CommonSOLE
49456B101KMIKinder Morgan, Inc.$2.2M1.31%112,232CommonSOLE
291011104EMREmerson Electric$2.2M1.29%19,881CommonSOLE
03209R103AMPHAmphastar Pharmaceuticals, Inc$2.2M1.28%54,466CommonSOLE
57667L107MTCHMatch Group, Inc.$2.2M1.27%71,002CommonSOLE
55303J106MGPIMGP Ingredients, Inc.$2.1M1.25%28,660CommonSOLE
L72967109OECOrion S.A.$2.1M1.24%95,930CommonSOLE
104674106BRCBrady Corp.$2.1M1.23%31,863CommonSOLE
379577208GMEDGlobus Medical, Inc.$2.1M1.23%30,516CommonSOLE
29275Y102ENSEnersys$2.1M1.21%19,936CommonSOLE
808513105SCHWCharles Schwab Corp.$2.1M1.21%27,933CommonSOLE
552690109MDUMDU Resources Group, Inc.$2.0M1.19%80,982CommonSOLE
38141G104GSGoldman Sachs Group, Inc.$2.0M1.19%4,492CommonSOLE
084423102WRBW. R. Berkley Corporation$2.0M1.18%25,604CommonSOLE
H8088L103SRADSportradar Group AG$2.0M1.18%179,838CommonSOLE
30051E104EVVTYEvolution AB$2.0M1.15%18,775CommonSOLE
17275R102CSCOCisco Systems Inc.$2.0M1.15%41,126CommonSOLE
260003108DOVDover Corp.$1.9M1.14%10,766CommonSOLE
047726104BATRAAtlanta Braves Holdings, Inc.$1.9M1.11%45,723CommonSOLE
70432V102PAYCPaycom Software, Inc.$1.9M1.11%13,209CommonSOLE
15872M104APY1EURChampionX Corporation$1.9M1.11%56,794CommonSOLE
653656108NICENICE Ltd.$1.9M1.10%10,906CommonSOLE
60855R100MOHMolina Healthcare, Inc.$1.9M1.09%6,254CommonSOLE
237194105DRIDarden Restaurants, Inc.$1.9M1.09%12,266CommonSOLE
30212P303EXPEExpedia Group, Inc.$1.8M1.08%14,644CommonSOLE
G98196101W9N0WNS Holdings Limited$1.8M1.06%34,519CommonSOLE
887389104TKRTimken Company$1.8M1.06%22,563CommonSOLE
927959106VNOMUSDViper Energy Inc.$1.8M1.06%48,121CommonSOLE
65473P105NINiSource Inc.$1.8M1.06%62,589CommonSOLE
35137L204FOXFox Corporation - Class B$1.8M1.05%56,113CommonSOLE
53115L104LBRTLiberty Energy Inc.$1.8M1.05%85,724CommonSOLE
231021106CMICummins Inc.$1.8M1.04%6,403CommonSOLE
427866108HSYHershey Company$1.8M1.03%9,577CommonSOLE
G51502105JCIJohnson Controls International$1.7M1.02%26,105CommonSOLE
44107P104HSTHost Hotels & Resorts, Inc.$1.7M1.02%96,308CommonSOLE
G68707101PAGSPagSeguro Digital Ltd.$1.7M1.02%148,029CommonSOLE
36467J108GLPIGaming and Leisure Properties,$1.7M1.00%37,734CommonSOLE
98379L100XPELXPEL, Inc.$1.7M0.97%46,442CommonSOLE
N53745100LYBLyondellBasell Industries N.V.$1.6M0.96%17,096CommonSOLE
172062101CINFCincinnati Financial Corp.$1.6M0.96%13,846CommonSOLE
277276101EGPEastGroup Properties, Inc.$1.6M0.95%9,563CommonSOLE
784117103SEICSEI Investments Company$1.6M0.95%25,018CommonSOLE
125269100CFCF Industries Holdings, Inc.$1.6M0.94%21,560CommonSOLE
01749D105ALGMAllegro MicroSystems, Inc.$1.6M0.93%56,005CommonSOLE
191098102COKECoca-Cola Consolidated, Inc.$1.5M0.91%1,424CommonSOLE
73278L105POOLPool Corporation$1.5M0.91%5,018CommonSOLE
03073E105CORCencora, Inc.$1.5M0.90%6,836CommonSOLE
25278X109FANGDiamondback Energy, Inc.$1.5M0.89%7,539CommonSOLE
460690100IPGInterpublic Group of Companies$1.5M0.86%50,512CommonSOLE
G0450A105ACGLArch Capital Group$1.5M0.86%14,471CommonSOLE
596278101MIDDMiddleby Corporation$1.4M0.85%11,755CommonSOLE
64125C109NBIXNeurocrine Biosciences, Inc.$1.4M0.84%10,437CommonSOLE
670837103OGEOGE Energy Corp.$1.4M0.84%39,950CommonSOLE
92939U106WECWEC Energy Group, Inc.$1.4M0.80%17,331CommonSOLE
98585X104YETIYETI Holdings, Inc.$1.4M0.79%35,426CommonSOLE
G7709Q104RPRXRoyalty Pharma plc$1.3M0.77%49,929CommonSOLE
285512109EAElectronic Arts Inc.$1.3M0.74%9,083CommonSOLE
806407102HSICHenry Schein, Inc.$1.3M0.74%19,671CommonSOLE
G7S00T104PNRPentair plc$1.2M0.71%15,761CommonSOLE
320817109FRMEFirst Merchants Corporation$1.2M0.70%35,710CommonSOLE
96208T104WEXWEX Inc.$1.2M0.70%6,705CommonSOLE
570535104MKLMarkel Corporation$1.2M0.69%746CommonSOLE
16115Q308GTLSChart Industries, Inc.$1.2M0.68%8,037CommonSOLE
29414B104EPAMEPAM Systems, Inc.$1.1M0.65%5,865CommonSOLE
03784Y200APLEApple Hospitality REIT, Inc.$1.1M0.65%75,802CommonSOLE
37940X102GPNGlobal Payments Inc$1.1M0.64%11,300CommonSOLE
962166104WYWeyerhaeuser Company$1.1M0.62%37,218CommonSOLE
011311107ALGAlamo Group Inc.$978,6610.57%5,657CommonSOLE
165167735EXEChesapeake Energy$962,4450.56%11,710CommonSOLE
294628201EQC 6.5 PERP DEquity Commonwealth 6.5 percent Pfd$934,4990.55%37,515CommonSOLE
337738108FISVFiserv Inc.$927,9230.54%6,226CommonSOLE
833034101SNASnap-on Incorporated$919,8310.54%3,519CommonSOLE
227046109CROXCrocs, Inc.$876,2240.51%6,004CommonSOLE
70450Y103PYPLPayPal Holdings, Inc.$866,5040.51%14,932CommonSOLE
553368101MPMP Materials Corp.$842,1280.49%66,153CommonSOLE
370334104GISGeneral Mills, Inc.$820,3560.48%12,968CommonSOLE
83001C108FUNSix Flags Entertainment Corp.$818,8910.48%15,067CommonSOLE
451107106IDAIDACORP, Inc.$788,8870.46%8,469CommonSOLE
00508Y102AYIAcuity Brands, Inc.$747,7400.44%3,097CommonSOLE
26210C104DBXDropbox, Inc.$747,0150.44%33,245CommonSOLE
576690101MTRNMaterion Corporation$683,9220.40%6,325CommonSOLE
444859102HUMHumana Inc.$642,3040.38%1,719CommonSOLE
579780206MKCMcCormick & Co.$586,7450.34%8,271CommonSOLE
817565104SCIService Corporation Internatio$467,3950.27%6,571CommonSOLE
682680103OKEONEOK, Inc.$448,7700.26%5,503CommonSOLE
094235108BLMNBloomin' Brands, Inc.$400,2720.23%20,815CommonSOLE
44951W106IESCIES Holdings, Inc.$399,4590.23%2,867CommonSOLE
74144T108TROWT. Rowe Price Group, Inc.$398,7420.23%3,458CommonSOLE
163851108CCChemours Company$298,1720.18%13,211CommonSOLE
N07059210ASMLASML Holding N.V.$228,0690.13%223CommonSOLE
228368106CCKCrown Holdings, Inc.$200,8530.12%2,700CommonSOLE

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.