MondegarAI
Aurora Investment Counsel

Q1 2025 · 13F-HR

Aurora Investment Counselholdings as filed

Filed 2025-05-01 · accession 0001062993-25-008309

$180.4M
Reported value
110
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
21036P108STZConstellation Brands Inc.$3.4M1.86%18,278CommonSOLE
29670E107EPRTEssential Properties Realty Tr$3.2M1.76%97,426CommonSOLE
093671105HRBH&R Block, Inc.$3.0M1.69%55,396CommonSOLE
09857L108BKNGBooking Holdings Inc.$3.0M1.68%657CommonSOLE
64110W102NTESNetEase, Inc.$2.9M1.62%28,376CommonSOLE
03076C106AMPAmeriprise Financial, Inc.$2.8M1.57%5,848CommonSOLE
G3323L100FNFabrinet$2.8M1.54%14,020CommonSOLE
70432V102PAYCPaycom Software, Inc.$2.8M1.53%12,615CommonSOLE
29670G102WTRGEssential Utilities, Inc.$2.7M1.52%69,414CommonSOLE
98980A105ZTOZTO Express (Cayman) Inc.$2.7M1.52%138,210CommonSOLE
171484108CHDNChurchill Downs, Inc.$2.7M1.48%24,085CommonSOLE
046353108AZNNAstraZeneca PLC$2.7M1.48%36,236CommonSOLE
48203R104JNPJuniper Networks, Inc.$2.6M1.46%72,613CommonSOLE
50012A108KGSKodiak Gas Services, Inc.$2.5M1.41%68,119CommonSOLE
842587107SOSouthern Company$2.5M1.40%27,504CommonSOLE
00724F101ADBEAdobe Inc.$2.5M1.39%6,525CommonSOLE
747525103QCOMQUALCOMM Incorporated$2.5M1.36%15,998CommonSOLE
512816109LAMRLamar Advertising Company$2.4M1.35%21,399CommonSOLE
416515104HIGHartford Insurance Group, Inc.$2.4M1.35%19,668CommonSOLE
90384S303ULTAUlta Beauty, Inc.$2.4M1.34%6,570CommonSOLE
985817105YELPYelp Inc.$2.4M1.33%64,727CommonSOLE
G98196101W9N0WNS Holdings Limited$2.4M1.32%38,844CommonSOLE
61174X109MNSTMonster Beverage Corp.$2.3M1.29%39,858CommonSOLE
91879Q109MTNVail Resorts, Inc.$2.3M1.26%14,153CommonSOLE
458334109IPARInter Parfums, Inc.$2.3M1.25%19,832CommonSOLE
104674106BRCBrady Corp.$2.2M1.24%31,764CommonSOLE
46284V101IRMIron Mountain Inc.$2.2M1.21%25,444CommonSOLE
M7518J104ODDOddity Tech Ltd.$2.2M1.20%49,872CommonSOLE
40637H109HALOHalozyme Therapeutics, Inc.$2.2M1.19%33,749CommonSOLE
74758T303QLYSQualys, Inc.$2.1M1.19%17,049CommonSOLE
219948106CPAYCorpay, Inc.$2.1M1.19%6,138CommonSOLE
49456B101KMIKinder Morgan, Inc.$2.1M1.18%74,607CommonSOLE
686688102ORAOrmat Technologies, Inc.$2.1M1.17%29,774CommonSOLE
739128106POWLPowell Industries, Inc.$2.1M1.14%12,109CommonSOLE
258278100DORMDorman Products, Inc.$2.1M1.14%17,021CommonSOLE
413197104HRMYHarmony Biosciences Holdings,$2.0M1.13%61,667CommonSOLE
91307C102UTHRUnited Therapeutics Corp.$2.0M1.13%6,585CommonSOLE
879369106TFXTeleflex Inc.$2.0M1.12%14,625CommonSOLE
37959E102GLGlobe Life Inc.$2.0M1.11%15,210CommonSOLE
047726104BATRAAtlanta Braves Holdings, Inc.$2.0M1.10%45,091CommonSOLE
73278L105POOLPool Corporation$2.0M1.09%6,174CommonSOLE
674215207CHRDChord Energy Corp.$1.9M1.08%17,214CommonSOLE
59522J103MAAMid-America Apartment Communit$1.9M1.07%11,509CommonSOLE
14448C104CARRCarrier Global Corporation$1.9M1.07%30,360CommonSOLE
36467J108GLPIGaming and Leisure Properties,$1.9M1.07%37,793CommonSOLE
383082104GRCGorman-Rupp Company$1.9M1.07%54,733CommonSOLE
G68707101PAGSPagSeguro Digital Ltd.$1.9M1.05%247,732CommonSOLE
653656108NICENICE Ltd.$1.9M1.03%12,056CommonSOLE
29275Y102ENSEnersys$1.8M1.02%20,125CommonSOLE
G0750C108AXTAAxalta Coating Systems Ltd.$1.8M1.02%55,217CommonSOLE
596278101MIDDMiddleby Corporation$1.8M1.01%11,986CommonSOLE
516544103LNTHLantheus Holdings, Inc.$1.8M0.99%18,342CommonSOLE
03073E105CORCencora, Inc.$1.7M0.97%6,267CommonSOLE
15872M104APY1EURChampionX Corporation$1.7M0.93%56,009CommonSOLE
237194105DRIDarden Restaurants, Inc.$1.6M0.90%7,817CommonSOLE
G0176J109ALLEAllegion plc$1.6M0.90%12,395CommonSOLE
G7709Q104RPRXRoyalty Pharma plc$1.6M0.89%51,324CommonSOLE
277276101EGPEastGroup Properties, Inc.$1.6M0.88%9,042CommonSOLE
03209R103AMPHAmphastar Pharmaceuticals, Inc$1.6M0.87%54,081CommonSOLE
912008109USFDUS Foods Holding Corp.$1.6M0.86%23,824CommonSOLE
887389104TKRTimken Company$1.6M0.86%21,577CommonSOLE
44107P104HSTHost Hotels & Resorts, Inc.$1.5M0.85%108,453CommonSOLE
172062101CINFCincinnati Financial Corp.$1.5M0.85%10,431CommonSOLE
927959106VNOMUSDViper Energy Inc.$1.5M0.85%33,999CommonSOLE
084423102WRBW. R. Berkley Corporation$1.5M0.84%21,347CommonSOLE
553368101MPMP Materials Corp.$1.5M0.84%61,854CommonSOLE
871829107SYYSysco Corp.$1.5M0.83%19,888CommonSOLE
298736109EEFTEuronet Worldwide, Inc.$1.4M0.80%13,460CommonSOLE
125269100CFCF Industries Holdings, Inc.$1.4M0.77%17,713CommonSOLE
G69451105PAXPatria Investments Limited$1.4M0.76%122,159CommonSOLE
53115L104LBRTLiberty Energy Inc.$1.3M0.75%85,188CommonSOLE
320817109FRMEFirst Merchants Corporation$1.3M0.74%33,127CommonSOLE
03784Y200APLEApple Hospitality REIT, Inc.$1.3M0.71%99,570CommonSOLE
98379L100XPELXPEL, Inc.$1.2M0.69%42,510CommonSOLE
37940X102GPNGlobal Payments Inc$1.2M0.68%12,558CommonSOLE
45867G101IDCCInterDigital, Inc.$1.2M0.67%5,880CommonSOLE
96208T104WEXWEX Inc.$1.2M0.65%7,435CommonSOLE
60871R209TAPMolson Coors Beverage Company$1.2M0.65%19,121CommonSOLE
64125C109NBIXNeurocrine Biosciences, Inc.$1.2M0.65%10,520CommonSOLE
165167735EXEExpand Energy Corp.$1.2M0.64%10,385CommonSOLE
25278X109FANGDiamondback Energy, Inc.$1.1M0.62%6,945CommonSOLE
92847W103VITLVital Farms, Inc.$1.1M0.61%36,133CommonSOLE
207410101CNMDCONMED Corp.$1.1M0.59%17,650CommonSOLE
70450Y103PYPLPayPal Holdings, Inc.$1.1M0.59%16,232CommonSOLE
29414B104EPAMEPAM Systems, Inc.$1.0M0.57%6,102CommonSOLE
26210C104DBXDropbox, Inc.$960,0910.53%35,945CommonSOLE
16115Q308GTLSChart Industries, Inc.$947,1460.53%6,561CommonSOLE
337738108FISVFiserv Inc.$912,9110.51%4,134CommonSOLE
227046109CROXCrocs, Inc.$909,1780.50%8,561CommonSOLE
30212P303EXPEExpedia Group, Inc.$891,4340.49%5,303CommonSOLE
550021109LULULululemon Athletica Inc.$860,5020.48%3,040CommonSOLE
370334104GISGeneral Mills, Inc.$755,6260.42%12,638CommonSOLE
285512109EAElectronic Arts Inc.$735,1730.41%5,087CommonSOLE
579780206MKCMcCormick & Co.$684,4080.38%8,315CommonSOLE
92939U106WECWEC Energy Group, Inc.$626,5260.35%5,749CommonSOLE
G0450A105ACGLArch Capital Group$575,6370.32%5,985CommonSOLE
83001C108FUNSix Flags Entertainment Corp.$559,2700.31%15,679CommonSOLE
576690101MTRNMaterion Corporation$490,4160.27%6,010CommonSOLE
552690109MDUMDU Resources Group, Inc.$481,7830.27%28,491CommonSOLE
670837103OGEOGE Energy Corp.$472,0090.26%10,270CommonSOLE
682680103OKEONEOK, Inc.$427,5390.24%4,309CommonSOLE
817565104SCIService Corporation Internatio$423,4560.23%5,280CommonSOLE
Y41053102INSWInternational Seaways, Inc.$385,0200.21%11,597CommonSOLE
86333M108LRNStride, Inc.$378,1080.21%2,989CommonSOLE
913259107UTLUnitil Corporation$375,9660.21%6,517CommonSOLE
427866108HSYHershey Company$361,7280.20%2,115CommonSOLE
65473P105NINiSource Inc.$329,4600.18%8,218CommonSOLE
74144T108TROWT. Rowe Price Group, Inc.$310,8880.17%3,384CommonSOLE
833034101SNASnap-on Incorporated$306,6790.17%910CommonSOLE
26856L103ELFE.L.F. Beauty, Inc.$294,1710.16%4,685CommonSOLE

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.