MondegarAI
Aurora Investment Counsel

Q4 2024 · 13F-HR

Aurora Investment Counselholdings as filed

Filed 2025-02-10 · accession 0001062993-25-001928

$182.6M
Reported value
114
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
09857L108BKNGBooking Holdings Inc.$3.4M1.88%692CommonSOLE
03076C106AMPAmeriprise Financial, Inc.$3.1M1.72%5,893CommonSOLE
92343E102VRSNVeriSign, Inc.$3.1M1.72%15,157CommonSOLE
29670E107EPRTEssential Properties Realty Tr$3.1M1.69%98,569CommonSOLE
093671105HRBH&R Block, Inc.$3.0M1.63%56,180CommonSOLE
12572Q105CMECME Group Inc.$3.0M1.62%12,738CommonSOLE
90384S303ULTAUlta Beauty, Inc.$2.9M1.57%6,601CommonSOLE
50012A108KGSKodiak Gas Services, Inc.$2.8M1.54%68,815CommonSOLE
70432V102PAYCPaycom Software, Inc.$2.8M1.52%13,546CommonSOLE
48203R104JNPJuniper Networks, Inc.$2.7M1.49%72,840CommonSOLE
98980A105ZTOZTO Express (Cayman) Inc.$2.7M1.47%136,900CommonSOLE
91879Q109MTNVail Resorts, Inc.$2.7M1.46%14,205CommonSOLE
512816109LAMRLamar Advertising Company$2.7M1.45%21,821CommonSOLE
409735206BTOJohn Hancock Financial Opportu$2.6M1.44%73,601CommonSOLE
219948106CPAYCorpay, Inc.$2.6M1.42%7,644CommonSOLE
64110W102NTESNetEase, Inc.$2.6M1.40%28,692CommonSOLE
458334109IPARInter Parfums, Inc.$2.6M1.40%19,442CommonSOLE
985817105YELPYelp Inc.$2.5M1.38%64,892CommonSOLE
879369106TFXTeleflex Inc.$2.5M1.37%14,013CommonSOLE
046353108AZNNAstraZeneca PLC$2.4M1.31%36,636CommonSOLE
104674106BRCBrady Corp.$2.4M1.30%32,059CommonSOLE
237194105DRIDarden Restaurants, Inc.$2.3M1.25%12,270CommonSOLE
74758T303QLYSQualys, Inc.$2.2M1.23%15,993CommonSOLE
86333M108LRNStride, Inc.$2.2M1.21%21,294CommonSOLE
57667L107MTCHMatch Group, Inc.$2.2M1.21%67,537CommonSOLE
49456B101KMIKinder Morgan, Inc.$2.2M1.20%80,245CommonSOLE
258278100DORMDorman Products, Inc.$2.2M1.19%16,840CommonSOLE
73278L105POOLPool Corporation$2.2M1.19%6,374CommonSOLE
747525103QCOMQUALCOMM Incorporated$2.2M1.19%14,103CommonSOLE
M7518J104ODDOddity Tech Ltd.$2.1M1.17%50,814CommonSOLE
413197104HRMYHarmony Biosciences Holdings,$2.1M1.16%61,293CommonSOLE
61174X109MNSTMonster Beverage Corp.$2.1M1.15%40,047CommonSOLE
14448C104CARRCarrier Global Corporation$2.1M1.15%30,760CommonSOLE
383082104GRCGorman-Rupp Company$2.1M1.14%54,921CommonSOLE
653656108NICENICE Ltd.$2.0M1.11%11,960CommonSOLE
03209R103AMPHAmphastar Pharmaceuticals, Inc$2.0M1.11%54,705CommonSOLE
H8088L103SRADSportradar Group AG$2.0M1.11%116,775CommonSOLE
686688102ORAOrmat Technologies, Inc.$2.0M1.11%29,880CommonSOLE
084423102WRBW. R. Berkley Corporation$1.9M1.06%32,976CommonSOLE
315616102FFIVF5, Inc.$1.9M1.04%7,528CommonSOLE
45841N107IBKRInteractive Brokers Group, Inc$1.9M1.03%10,657CommonSOLE
29275Y102ENSEnersys$1.9M1.03%20,289CommonSOLE
047726104BATRAAtlanta Braves Holdings, Inc.$1.9M1.02%45,866CommonSOLE
G98196101W9N0WNS Holdings Limited$1.8M1.01%38,986CommonSOLE
60855R100MOHMolina Healthcare, Inc.$1.8M1.01%6,342CommonSOLE
36467J108GLPIGaming and Leisure Properties,$1.8M1.00%37,856CommonSOLE
98379L100XPELXPEL, Inc.$1.8M0.99%45,282CommonSOLE
125269100CFCF Industries Holdings, Inc.$1.8M0.99%21,099CommonSOLE
44107P104HSTHost Hotels & Resorts, Inc.$1.8M0.97%101,528CommonSOLE
172062101CINFCincinnati Financial Corp.$1.7M0.95%12,065CommonSOLE
516544103LNTHLantheus Holdings, Inc.$1.7M0.94%19,200CommonSOLE
912008109USFDUS Foods Holding Corp.$1.7M0.94%25,365CommonSOLE
596278101MIDDMiddleby Corporation$1.7M0.93%12,596CommonSOLE
53115L104LBRTLiberty Energy Inc.$1.7M0.93%85,621CommonSOLE
887389104TKRTimken Company$1.7M0.92%23,655CommonSOLE
40637H109HALOHalozyme Therapeutics, Inc.$1.7M0.92%35,118CommonSOLE
927959106VNOMUSDViper Energy Inc.$1.7M0.92%34,159CommonSOLE
784117103SEICSEI Investments Company$1.6M0.89%19,747CommonSOLE
15872M104APY1EURChampionX Corporation$1.6M0.85%57,312CommonSOLE
03784Y200APLEApple Hospitality REIT, Inc.$1.6M0.85%101,311CommonSOLE
277276101EGPEastGroup Properties, Inc.$1.5M0.84%9,516CommonSOLE
871829107SYYSysco Corp.$1.5M0.83%19,913CommonSOLE
03073E105CORCencora, Inc.$1.5M0.83%6,709CommonSOLE
G69451105PAXPatria Investments Limited$1.5M0.80%125,446CommonSOLE
320817109FRMEFirst Merchants Corporation$1.4M0.78%35,873CommonSOLE
29414B104EPAMEPAM Systems, Inc.$1.4M0.78%6,101CommonSOLE
64125C109NBIXNeurocrine Biosciences, Inc.$1.4M0.78%10,382CommonSOLE
298736109EEFTEuronet Worldwide, Inc.$1.4M0.74%13,194CommonSOLE
70450Y103PYPLPayPal Holdings, Inc.$1.4M0.74%15,840CommonSOLE
16115Q308GTLSChart Industries, Inc.$1.3M0.72%6,917CommonSOLE
37940X102GPNGlobal Payments Inc$1.3M0.72%11,709CommonSOLE
G68707101PAGSPagSeguro Digital Ltd.$1.3M0.71%208,035CommonSOLE
570535104MKLMarkel Corporation$1.3M0.71%752CommonSOLE
G7709Q104RPRXRoyalty Pharma plc$1.3M0.71%50,727CommonSOLE
285512109EAElectronic Arts Inc.$1.3M0.70%8,736CommonSOLE
92847W103VITLVital Farms, Inc.$1.3M0.69%33,473CommonSOLE
96208T104WEXWEX Inc.$1.2M0.68%7,046CommonSOLE
L72967109OECOrion S.A.$1.2M0.65%74,648CommonSOLE
207410101CNMDCONMED Corp.$1.2M0.64%17,133CommonSOLE
45867G101IDCCInterDigital, Inc.$1.2M0.64%6,043CommonSOLE
26210C104DBXDropbox, Inc.$1.2M0.64%38,835CommonSOLE
165167735EXEExpand Energy Corp.$1.2M0.64%11,710CommonSOLE
550021109LULULululemon Athletica Inc.$1.2M0.64%3,040CommonSOLE
25278X109FANGDiamondback Energy, Inc.$1.2M0.63%7,037CommonSOLE
231021106CMICummins Inc.$1.1M0.63%3,283CommonSOLE
60871R209TAPMolson Coors Beverage Company$1.1M0.60%19,251CommonSOLE
011311107ALGAlamo Group Inc.$1.1M0.58%5,742CommonSOLE
30212P303EXPEExpedia Group, Inc.$1.1M0.58%5,691CommonSOLE
553368101MPMP Materials Corp.$1.0M0.56%65,153CommonSOLE
227046109CROXCrocs, Inc.$896,7220.49%8,187CommonSOLE
337738108FISVFiserv Inc.$868,9270.48%4,230CommonSOLE
370334104GISGeneral Mills, Inc.$821,6130.45%12,884CommonSOLE
83001C108FUNSix Flags Entertainment Corp.$762,7510.42%15,828CommonSOLE
G0450A105ACGLArch Capital Group$722,6390.40%7,825CommonSOLE
01749D105ALGMAllegro MicroSystems, Inc.$685,8140.38%31,373CommonSOLE
576690101MTRNMaterion Corporation$643,2140.35%6,505CommonSOLE
579780206MKCMcCormick & Co.$639,6540.35%8,390CommonSOLE
552690109MDUMDU Resources Group, Inc.$561,1970.31%31,143CommonSOLE
92939U106WECWEC Energy Group, Inc.$546,9370.30%5,816CommonSOLE
682680103OKEONEOK, Inc.$476,8000.26%4,749CommonSOLE
670837103OGEOGE Energy Corp.$447,9750.25%10,860CommonSOLE
833034101SNASnap-on Incorporated$437,9290.24%1,290CommonSOLE
Y41053102INSWInternational Seaways, Inc.$421,2170.23%11,720CommonSOLE
817565104SCIService Corporation Internatio$414,5850.23%5,194CommonSOLE
460690100IPGInterpublic Group of Companies$400,8820.22%14,307CommonSOLE
74144T108TROWT. Rowe Price Group, Inc.$389,1430.21%3,441CommonSOLE
55303J106MGPIMGP Ingredients, Inc.$386,1800.21%9,809CommonSOLE
427866108HSYHershey Company$361,2240.20%2,133CommonSOLE
17275R102CSCOCisco Systems Inc.$360,8240.20%6,095CommonSOLE
913259107UTLUnitil Corporation$358,7380.20%6,620CommonSOLE
65473P105NINiSource Inc.$321,2090.18%8,738CommonSOLE
300426103ECGEverus Construction Group, Inc$287,2620.16%4,369CommonSOLE
260003108DOVDover Corp.$248,3820.14%1,324CommonSOLE
35137L204FOXFox Corporation - Class B$221,2900.12%4,838CommonSOLE

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.