MondegarAI
Aurora Investment Counsel

Q3 2024 · 13F-HR

Aurora Investment Counselholdings as filed

Filed 2024-11-08 · accession 0001062993-24-018703

$184.8M
Reported value
113
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
09857L108BKNGBooking Holdings Inc.$3.2M1.76%770CommonSOLE
98980A105ZTOZTO Express (Cayman) Inc.$3.2M1.73%129,292CommonSOLE
512816109LAMRLamar Advertising Company$2.9M1.60%22,069CommonSOLE
92343E102VRSNVeriSign, Inc.$2.9M1.56%15,170CommonSOLE
48203R104JNPJuniper Networks, Inc.$2.8M1.54%72,820CommonSOLE
12572Q105CMECME Group Inc.$2.8M1.52%12,733CommonSOLE
219948106CPAYCorpay, Inc.$2.8M1.51%8,938CommonSOLE
409735206BTOJohn Hancock Financial Opportu$2.8M1.50%83,664CommonSOLE
57667L107MTCHMatch Group, Inc.$2.7M1.44%70,430CommonSOLE
03209R103AMPHAmphastar Pharmaceuticals, Inc$2.7M1.44%54,698CommonSOLE
046353108AZNNAstraZeneca PLC$2.6M1.42%33,785CommonSOLE
90384S303ULTAUlta Beauty, Inc.$2.6M1.39%6,595CommonSOLE
458334109IPARInter Parfums, Inc.$2.5M1.36%19,457CommonSOLE
49456B101KMIKinder Morgan, Inc.$2.5M1.35%112,918CommonSOLE
70432V102PAYCPaycom Software, Inc.$2.5M1.34%14,903CommonSOLE
14448C104CARRCarrier Global Corporation$2.5M1.34%30,828CommonSOLE
104674106BRCBrady Corp.$2.5M1.33%32,135CommonSOLE
64110W102NTESNetEase, Inc.$2.5M1.33%26,305CommonSOLE
91879Q109MTNVail Resorts, Inc.$2.4M1.30%13,786CommonSOLE
55303J106MGPIMGP Ingredients, Inc.$2.4M1.30%28,782CommonSOLE
747525103QCOMQUALCOMM Incorporated$2.4M1.29%13,975CommonSOLE
H8088L103SRADSportradar Group AG$2.2M1.18%180,544CommonSOLE
291011104EMREmerson Electric$2.2M1.17%19,745CommonSOLE
35137L204FOXFox Corporation - Class B$2.2M1.17%55,525CommonSOLE
60855R100MOHMolina Healthcare, Inc.$2.1M1.16%6,225CommonSOLE
61174X109MNSTMonster Beverage Corp.$2.1M1.13%40,102CommonSOLE
516544103LNTHLantheus Holdings, Inc.$2.1M1.13%19,054CommonSOLE
M7518J104ODDOddity Tech Ltd.$2.1M1.11%50,913CommonSOLE
29275Y102ENSEnersys$2.1M1.11%20,116CommonSOLE
653656108NICENICE Ltd.$2.0M1.10%11,674CommonSOLE
17275R102CSCOCisco Systems Inc.$2.0M1.09%37,962CommonSOLE
86333M108LRNStride, Inc.$2.0M1.09%23,665CommonSOLE
237194105DRIDarden Restaurants, Inc.$2.0M1.09%12,287CommonSOLE
260003108DOVDover Corp.$2.0M1.08%10,448CommonSOLE
808513105SCHWCharles Schwab Corp.$2.0M1.08%30,786CommonSOLE
98379L100XPELXPEL, Inc.$2.0M1.07%45,541CommonSOLE
36467J108GLPIGaming and Leisure Properties,$1.9M1.05%37,891CommonSOLE
084423102WRBW. R. Berkley Corporation$1.9M1.05%34,064CommonSOLE
047726104BATRAAtlanta Braves Holdings, Inc.$1.9M1.04%45,754CommonSOLE
231021106CMICummins Inc.$1.9M1.04%5,934CommonSOLE
73278L105POOLPool Corporation$1.9M1.04%5,077CommonSOLE
258278100DORMDorman Products, Inc.$1.9M1.03%16,835CommonSOLE
887389104TKRTimken Company$1.9M1.02%22,450CommonSOLE
30051E104EVVTYEvolution AB$1.9M1.01%19,080CommonSOLE
125269100CFCF Industries Holdings, Inc.$1.9M1.01%21,645CommonSOLE
G98196101W9N0WNS Holdings Limited$1.9M1.00%35,137CommonSOLE
40637H109HALOHalozyme Therapeutics, Inc.$1.9M1.00%32,350CommonSOLE
172062101CINFCincinnati Financial Corp.$1.8M0.98%13,316CommonSOLE
44107P104HSTHost Hotels & Resorts, Inc.$1.8M0.96%101,313CommonSOLE
277276101EGPEastGroup Properties, Inc.$1.8M0.96%9,500CommonSOLE
784117103SEICSEI Investments Company$1.7M0.94%25,162CommonSOLE
596278101MIDDMiddleby Corporation$1.7M0.94%12,488CommonSOLE
15872M104APY1EURChampionX Corporation$1.7M0.93%57,090CommonSOLE
L72967109OECOrion S.A.$1.7M0.93%96,316CommonSOLE
374689107ROCKGibraltar Industries, Inc.$1.7M0.93%24,451CommonSOLE
45841N107IBKRInteractive Brokers Group, Inc$1.7M0.92%12,146CommonSOLE
315616102FFIVF5, Inc.$1.7M0.90%7,566CommonSOLE
N53745100LYBLyondellBasell Industries N.V.$1.6M0.89%17,119CommonSOLE
53115L104LBRTLiberty Energy Inc.$1.6M0.89%85,835CommonSOLE
379577208GMEDGlobus Medical, Inc.$1.6M0.87%22,598CommonSOLE
912008109USFDUS Foods Holding Corp.$1.6M0.85%25,597CommonSOLE
G51502105JCIJohnson Controls International$1.6M0.84%20,088CommonSOLE
927959106VNOMUSDViper Energy Inc.$1.5M0.83%34,179CommonSOLE
03073E105CORCencora, Inc.$1.5M0.82%6,726CommonSOLE
30212P303EXPEExpedia Group, Inc.$1.5M0.82%10,222CommonSOLE
G7709Q104RPRXRoyalty Pharma plc$1.4M0.77%50,441CommonSOLE
01749D105ALGMAllegro MicroSystems, Inc.$1.4M0.77%60,806CommonSOLE
G7S00T104PNRPentair plc$1.4M0.76%14,385CommonSOLE
G69451105PAXPatria Investments Limited$1.4M0.76%125,401CommonSOLE
96208T104WEXWEX Inc.$1.4M0.76%6,655CommonSOLE
03784Y200APLEApple Hospitality REIT, Inc.$1.4M0.73%91,140CommonSOLE
320817109FRMEFirst Merchants Corporation$1.3M0.72%35,861CommonSOLE
285512109EAElectronic Arts Inc.$1.3M0.71%9,211CommonSOLE
298736109EEFTEuronet Worldwide, Inc.$1.3M0.71%13,171CommonSOLE
G68707101PAGSPagSeguro Digital Ltd.$1.3M0.69%148,647CommonSOLE
74340E103PGNYProgyny, Inc.$1.3M0.69%76,350CommonSOLE
871829107SYYSysco Corp.$1.3M0.69%16,338CommonSOLE
70450Y103PYPLPayPal Holdings, Inc.$1.3M0.68%16,091CommonSOLE
16115Q308GTLSChart Industries, Inc.$1.2M0.66%9,823CommonSOLE
25278X109FANGDiamondback Energy, Inc.$1.2M0.66%7,052CommonSOLE
29414B104EPAMEPAM Systems, Inc.$1.2M0.65%6,056CommonSOLE
64125C109NBIXNeurocrine Biosciences, Inc.$1.2M0.65%10,445CommonSOLE
37940X102GPNGlobal Payments Inc$1.2M0.65%11,697CommonSOLE
570535104MKLMarkel Corporation$1.2M0.64%752CommonSOLE
553368101MPMP Materials Corp.$1.1M0.62%65,107CommonSOLE
337738108FISVFiserv Inc.$1.1M0.60%6,203CommonSOLE
207410101CNMDCONMED Corp.$1.1M0.60%15,292CommonSOLE
60871R209TAPMolson Coors Beverage Company$1.1M0.60%19,119CommonSOLE
191098102COKECoca-Cola Consolidated, Inc.$1.1M0.59%823CommonSOLE
38141G104GSGoldman Sachs Group, Inc.$1.1M0.58%2,165CommonSOLE
011311107ALGAlamo Group Inc.$1.0M0.56%5,742CommonSOLE
833034101SNASnap-on Incorporated$1.0M0.56%3,549CommonSOLE
26210C104DBXDropbox, Inc.$998,0000.54%39,245CommonSOLE
370334104GISGeneral Mills, Inc.$963,2990.52%13,044CommonSOLE
165167735EXEExpand Energy Corp.$963,1480.52%11,710CommonSOLE
294628201EQC 6.5 PERP DEquity Commonwealth 6.5 percent Pfd$957,3320.52%37,914CommonSOLE
G0450A105ACGLArch Capital Group$915,7380.50%8,185CommonSOLE
552690109MDUMDU Resources Group, Inc.$878,4360.48%32,048CommonSOLE
227046109CROXCrocs, Inc.$871,6110.47%6,019CommonSOLE
576690101MTRNMaterion Corporation$707,5150.38%6,325CommonSOLE
579780206MKCMcCormick & Co.$694,8590.38%8,443CommonSOLE
Y41053102INSWInternational Seaways, Inc.$660,8450.36%12,817CommonSOLE
83001C108FUNSix Flags Entertainment Corp.$639,9620.35%15,876CommonSOLE
92939U106WECWEC Energy Group, Inc.$565,1540.31%5,876CommonSOLE
682680103OKEONEOK, Inc.$501,4880.27%5,503CommonSOLE
460690100IPGInterpublic Group of Companies$465,7520.25%14,725CommonSOLE
670837103OGEOGE Energy Corp.$445,4770.24%10,860CommonSOLE
913259107UTLUnitil Corporation$434,6010.24%7,174CommonSOLE
427866108HSYHershey Company$416,1630.23%2,170CommonSOLE
817565104SCIService Corporation Internatio$412,4090.22%5,225CommonSOLE
74144T108TROWT. Rowe Price Group, Inc.$376,7890.20%3,459CommonSOLE
094235108BLMNBloomin' Brands, Inc.$350,8990.19%21,228CommonSOLE
65473P105NINiSource Inc.$302,7720.16%8,738CommonSOLE

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.