MondegarAI
Freestone Grove Partners LP

Q1 2025 · 13F-HR

Freestone Grove Partners LPholdings as filed

Filed 2025-05-15 · accession 0001172661-25-002408

$9.71B
Reported value
568
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 568

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$470.3M4.84%915,148CommonSOLE
369550108GDGENERAL DYNAMICS CORP$186.2M1.92%682,976CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$121.8M1.26%1,556,409CommonSOLE
512807306LRCXLAM RESEARCH CORP$116.3M1.20%1,599,730CommonSOLE
023135106AMZNAMAZON COM INC$113.9M1.17%598,433CommonSOLE
30231G102XOMEXXON MOBIL CORP$110.8M1.14%931,588CommonSOLE
053332102AZOAUTOZONE INC$104.3M1.07%27,343CommonSOLE
980745103WWDWOODWARD INC$100.2M1.03%548,897CommonSOLE
464287200IVVISHARES TR$100.0M1.03%178,000CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$95.2M0.98%840,893CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$93.6M0.96%458,628CommonSOLE
882508104TXNTEXAS INSTRS INC$91.5M0.94%509,332CommonSOLE
37959E102GLGLOBE LIFE INC$91.0M0.94%690,924CommonSOLE
235851102DHRDANAHER CORPORATION$89.2M0.92%435,286CommonSOLE
91529Y106UNMUNUM GROUP$88.1M0.91%1,081,196CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$86.1M0.89%325,557CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$85.9M0.88%1,467,036CommonSOLE
654902204NOKNOKIA CORP$85.6M0.88%16,249,261CommonSOLE
29364G103ETRENTERGY CORP NEW$85.6M0.88%1,001,564CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$78.8M0.81%5,693,062CommonSOLE
609207105MDLZMONDELEZ INTL INC$77.0M0.79%1,135,304CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$76.4M0.79%3,933,193CommonSOLE
902788108UMBFUMB FINL CORP$75.8M0.78%749,507CommonSOLE
097023105BABOEING CO$75.4M0.78%442,097CommonSOLE
460146103IPINTERNATIONAL PAPER CO$75.3M0.78%1,411,710CommonSOLE
780259305SHELSHELL PLC$75.2M0.77%1,026,164CommonSOLE
036752103ELVELEVANCE HEALTH INC$72.7M0.75%167,256CommonSOLE
122017106BURLBURLINGTON STORES INC$71.4M0.74%299,758CommonSOLE
438516106HONHONEYWELL INTL INC$69.3M0.71%327,385CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$68.7M0.71%498,970CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$66.7M0.69%193,296CommonSOLE
126650100CVSCVS HEALTH CORP$65.3M0.67%963,196CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$64.7M0.67%1,242,772CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$63.4M0.65%874,714CommonSOLE
69047Q102OVVOVINTIV INC$62.3M0.64%1,454,749CommonSOLE
90138F102TWLOTWILIO INC$61.5M0.63%627,910CommonSOLE
594918104MSFTMICROSOFT CORP$61.3M0.63%163,367CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$60.5M0.62%1,213,207CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$60.2M0.62%745,839CommonSOLE
983793100XPOXPO INC$59.7M0.61%554,526CommonSOLE
74736K101QRVOQORVO INC$59.3M0.61%819,263CommonSOLE
03073E105CORCENCORA INC$57.4M0.59%206,398CommonSOLE
406216101HALHALLIBURTON CO$57.2M0.59%2,255,728CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$56.2M0.58%621,436CommonSOLE
577081102MATMATTEL INC$55.7M0.57%2,868,938CommonSOLE
20825C104COPCONOCOPHILLIPS$55.6M0.57%529,637CommonSOLE
23804L103DDOGDATADOG INC$54.5M0.56%548,841CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$53.5M0.55%107,591CommonSOLE
595112103MUMICRON TECHNOLOGY INC$53.2M0.55%612,447CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$52.4M0.54%306,973CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$52.1M0.54%1,078,031CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$51.9M0.53%289,435CommonSOLE
775711104ROLROLLINS INC$51.9M0.53%959,971CommonSOLE
060505104BACBANK AMERICA CORP$50.4M0.52%1,208,006CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$50.2M0.52%143,818CommonSOLE
576323109MTZMASTEC INC$49.9M0.51%427,815CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$49.9M0.51%90,721CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$49.7M0.51%282,537CommonSOLE
26875P101EOGEOG RES INC$48.8M0.50%380,721CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$48.7M0.50%431,790CommonSOLE
64110D104NTAPNETAPP INC$48.5M0.50%552,238CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$48.4M0.50%88,277CommonSOLE
98138H101WDAYWORKDAY INC$48.4M0.50%207,159CommonSOLE
59156R108METMETLIFE INC$48.3M0.50%600,966CommonSOLE
444859102HUMHUMANA INC$47.3M0.49%178,845CommonSOLE
N14506104ESTCELASTIC N V$46.5M0.48%521,397CommonSOLE
78409V104SPGIS&P GLOBAL INC$45.3M0.47%89,108CommonSOLE
832696405SJMSMUCKER J M CO$44.9M0.46%379,005CommonSOLE
02209S103MOALTRIA GROUP INC$41.8M0.43%696,566CommonSOLE
461202103INTUINTUIT$41.8M0.43%68,032CommonSOLE
16411R208LNGCHENIERE ENERGY INC$41.6M0.43%179,876CommonSOLE
958102105WDCWESTERN DIGITAL CORP$40.8M0.42%1,009,697CommonSOLE
05352A100AVTRAVANTOR INC$40.4M0.42%2,493,370CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$40.3M0.42%1,603,200CommonSOLE
437076102HDHOME DEPOT INC$40.2M0.41%109,605CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$39.6M0.41%200,971CommonSOLE
55024U109LITELUMENTUM HLDGS INC$39.5M0.41%633,825CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$39.0M0.40%495,626CommonSOLE
74624M102PPURE STORAGE INC$38.8M0.40%876,338CommonSOLE
876030107TPRTAPESTRY INC$38.6M0.40%548,455CommonSOLE
504922105LHLABCORP HOLDINGS INC$38.3M0.39%164,387CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$38.2M0.39%268,945CommonSOLE
267475101DYDYCOM INDS INC$37.8M0.39%247,959CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$37.8M0.39%836,462CommonSOLE
69370C100PTCPTC INC$37.7M0.39%243,247CommonSOLE
88033G407THCTENET HEALTHCARE CORP$37.3M0.38%277,498CommonSOLE
205887102CAGCONAGRA BRANDS INC$37.2M0.38%1,392,968CommonSOLE
25754A201DPZDOMINOS PIZZA INC$37.1M0.38%80,645CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$36.8M0.38%492,362CommonSOLE
81730H109SSENTINELONE INC$36.1M0.37%1,984,824CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$36.1M0.37%621,725CommonSOLE
919794107VLYVALLEY NATL BANCORP$35.6M0.37%3,998,897CommonSOLE
857477103STTSTATE STR CORP$34.9M0.36%389,397CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$34.7M0.36%66,315CommonSOLE
74967X103RHRH$34.7M0.36%147,935CommonSOLE
77311W101RKTROCKET COS INC$34.7M0.36%2,871,272CommonSOLE
88579Y101MMM3M CO$34.6M0.36%235,356CommonSOLE
493267108KEYKEYCORP$34.5M0.36%2,158,240CommonSOLE
256746108DLTRDOLLAR TREE INC$34.4M0.35%458,065CommonSOLE
G87110105FTITECHNIPFMC PLC$33.8M0.35%1,067,935CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$33.7M0.35%3,207,335CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$33.6M0.35%35,556CommonSOLE
009066101ABNBAIRBNB INC$33.4M0.34%279,726CommonSOLE
80004C200SNDKSANDISK CORP$33.2M0.34%697,404CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$33.0M0.34%56,961CommonSOLE
458140100INTCINTEL CORP$32.9M0.34%1,447,422CommonSOLE
16679L109CHWYCHEWY INC$32.6M0.34%1,003,145CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$32.4M0.33%178,910CommonSOLE
97650W108WTFCWINTRUST FINL CORP$32.1M0.33%285,878CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$32.0M0.33%142,976CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$31.9M0.33%595,137CommonSOLE
209115104EDCONSOLIDATED EDISON INC$31.6M0.33%286,093CommonSOLE
649445400FLGFLAGSTAR FINANCIAL INC$31.2M0.32%2,687,474CommonSOLE
G3323L100FNFABRINET$31.2M0.32%157,805CommonSOLE
67066G104NVDANVIDIA CORPORATION$31.1M0.32%286,780CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$31.0M0.32%1,087,374CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$31.0M0.32%150,943CommonSOLE
60937P106MDBMONGODB INC$30.6M0.32%174,624CommonSOLE
69753M105PLMRPALOMAR HLDGS INC$30.3M0.31%221,324CommonSOLE
760759100RSGREPUBLIC SVCS INC$30.1M0.31%124,165CommonSOLE
23918K108DVADAVITA INC$29.7M0.31%194,453CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$29.5M0.30%291,630CommonSOLE
69351T106PPLPPL CORP$29.3M0.30%812,353CommonSOLE
743315103PGRPROGRESSIVE CORP$29.3M0.30%103,602CommonSOLE
501044101KRKROGER CO$29.3M0.30%432,626CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$29.0M0.30%801,803CommonSOLE
45073V108ITTITT INC$29.0M0.30%224,364CommonSOLE
718172109PMPHILIP MORRIS INTL INC$28.7M0.30%180,798CommonSOLE
45784P101PODDINSULET CORP$28.5M0.29%108,580CommonSOLE
01741R102ATIATI INC$28.3M0.29%543,915CommonSOLE
049468101TEAMATLASSIAN CORPORATION$28.2M0.29%132,796CommonSOLE
842587107SOSOUTHERN CO$28.0M0.29%304,147CommonSOLE
315616102FFIVF5 INC$27.9M0.29%104,738CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$27.8M0.29%237,899CommonSOLE
893641100TDGTRANSDIGM GROUP INC$27.4M0.28%19,794CommonSOLE
G65431127NENOBLE CORP PLC$27.1M0.28%1,144,918CommonSOLE
15118V207CELHCELSIUS HLDGS INC$26.9M0.28%754,339CommonSOLE
85423L103SAROSTANDARDAERO INC$26.8M0.28%1,007,509CommonSOLE
879369106TFXTELEFLEX INCORPORATED$26.4M0.27%191,035CommonSOLE
379577208GMEDGLOBUS MED INC$26.2M0.27%358,043CommonSOLE
907818108UNPUNION PAC CORP$26.2M0.27%110,772CommonSOLE
018802108LNTALLIANT ENERGY CORP$25.6M0.26%398,137CommonSOLE
40416E103HCIHCI GROUP INC$25.5M0.26%170,680CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$25.4M0.26%171,703CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$25.1M0.26%718,330CommonSOLE
737446104POSTPOST HLDGS INC$24.9M0.26%214,252CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$24.6M0.25%96,887CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$24.5M0.25%118,211CommonSOLE
00724F101ADBEADOBE INC$24.5M0.25%63,841CommonSOLE
22160N109CSGPCOSTAR GROUP INC$24.3M0.25%306,621CommonSOLE
526107107LIILENNOX INTL INC$24.2M0.25%43,078CommonSOLE
56585A102MPCMARATHON PETE CORP$23.3M0.24%160,181CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$22.5M0.23%99,296CommonSOLE
256677105DGDOLLAR GEN CORP NEW$22.0M0.23%249,726CommonSOLE
19247G107COHRCOHERENT CORP$21.6M0.22%332,546CommonSOLE
422806109HEIHEICO CORP NEW$21.3M0.22%79,743CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$21.2M0.22%1,164,835CommonSOLE
98419M100XYLXYLEM INC$21.2M0.22%177,052CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$21.1M0.22%193,271CommonSOLE
109641100EATBRINKER INTL INC$20.5M0.21%137,354CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$20.3M0.21%38,086CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$20.3M0.21%163,720CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$19.9M0.21%270,404CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$19.7M0.20%169,283CommonSOLE
40434L105HPQHP INC$19.1M0.20%691,366CommonSOLE
011659109ALKALASKA AIR GROUP INC$19.1M0.20%388,603CommonSOLE
115637209BF/BBROWN FORMAN CORP$18.6M0.19%549,192CommonSOLE
244199105DEDEERE & CO$18.2M0.19%38,743CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$18.0M0.19%1,706,381CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$17.7M0.18%445,239CommonSOLE
72703H101PLNTPLANET FITNESS INC$17.7M0.18%183,133CommonSOLE
576485205MTDRMATADOR RES CO$17.6M0.18%345,041CommonSOLE
384802104GWWGRAINGER W W INC$17.5M0.18%17,693CommonSOLE
086516101BBYBEST BUY INC$17.3M0.18%235,644CommonSOLE
750491102RDNTRADNET INC$17.2M0.18%346,713CommonSOLE
778296103ROSTROSS STORES INC$17.1M0.18%133,496CommonSOLE
21873S108CRWVCOREWEAVE INC$17.1M0.18%460,000CommonSOLE
949746101WMT2WELLS FARGO CO NEW$16.7M0.17%232,518CommonSOLE
311900104FASTFASTENAL CO$16.6M0.17%214,441CommonSOLE
02005N100ALLYALLY FINL INC$16.6M0.17%454,894CommonSOLE
147528103CASYCASEYS GEN STORES INC$16.3M0.17%37,464CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$16.2M0.17%175,039CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$16.2M0.17%157,797CommonSOLE
48251W104KKRKKR & CO INC$16.1M0.17%139,101CommonSOLE
30034W106EVRGEVERGY INC$16.1M0.17%233,152CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$16.0M0.17%117,197CommonSOLE
49845K101KVYOKLAVIYO INC$16.0M0.16%528,333CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$15.8M0.16%91,542CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$15.7M0.16%498,378CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$15.3M0.16%81,400CommonSOLE
701094104PHPARKER-HANNIFIN CORP$15.1M0.16%24,797CommonSOLE
87612G101TRGPTARGA RES CORP$15.1M0.16%75,185CommonSOLE
402635502GPORGULFPORT ENERGY CORP$14.6M0.15%79,453CommonSOLE
032095101APHAMPHENOL CORP NEW$14.3M0.15%218,674CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$14.3M0.15%136,972CommonSOLE
410867105THGHANOVER INS GROUP INC$14.3M0.15%82,313CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$14.2M0.15%2,604,415CommonSOLE
688239201OSKOSHKOSH CORP$14.2M0.15%150,831CommonSOLE
443573100HUBSHUBSPOT INC$13.7M0.14%24,024CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$13.5M0.14%11,415CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$13.4M0.14%66,377CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$13.3M0.14%427,553CommonSOLE
062540109BOHBANK HAWAII CORP$13.2M0.14%191,998CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$13.2M0.14%167,807CommonSOLE
70975L107PENPENUMBRA INC$13.2M0.14%49,422CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$13.0M0.13%174,721CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$12.9M0.13%95,872CommonSOLE
149123101CATCATERPILLAR INC$12.7M0.13%38,617CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$12.6M0.13%240,123CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$12.6M0.13%172,342CommonSOLE
03831W108APPAPPLOVIN CORP$12.2M0.13%45,962CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$12.1M0.12%92,329CommonSOLE
466313103JBLJABIL INC$12.1M0.12%88,720CommonSOLE
002824100ABTABBOTT LABS$12.1M0.12%90,883CommonSOLE
626755102MUSAMURPHY USA INC$12.0M0.12%25,597CommonSOLE
303075105FDSFACTSET RESH SYS INC$12.0M0.12%26,428CommonSOLE
861012102STMSTMICROELECTRONICS N V$11.6M0.12%527,977CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$11.6M0.12%143,875CommonSOLE
03674X106ARANTERO RESOURCES CORP$11.6M0.12%286,122CommonSOLE
337738108FISVFISERV INC$11.5M0.12%52,273CommonSOLE
037833100AAPLAPPLE INC$11.5M0.12%51,605CommonSOLE
125896100CMSCMS ENERGY CORP$11.4M0.12%152,246CommonSOLE
127097103CTRACOTERRA ENERGY INC$11.1M0.11%383,994CommonSOLE
451107106IDAIDACORP INC$10.5M0.11%90,483CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$10.4M0.11%150,881CommonSOLE
631103108NDAQNASDAQ INC$10.3M0.11%136,416CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$10.2M0.10%165,065CommonSOLE
N72482206QGENQIAGEN NV$10.1M0.10%251,052CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$10.0M0.10%60,389CommonSOLE
30041R108EVEREVERQUOTE INC$9.9M0.10%379,008CommonSOLE
55306N104MKSIMKS INSTRS INC$9.9M0.10%123,376CommonSOLE
143130102KMXCARMAX INC$9.7M0.10%124,869CommonSOLE
75513E101RTXRTX CORPORATION$9.6M0.10%72,453CommonSOLE
380237107GDDYGODADDY INC$9.4M0.10%52,408CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$9.4M0.10%273,615CommonSOLE
452327109ILMNILLUMINA INC$9.4M0.10%118,423CommonSOLE
902973304USBUS BANCORP DEL$9.4M0.10%221,756CommonSOLE
23345M107DTMDT MIDSTREAM INC$9.3M0.10%96,385CommonSOLE
928254101VIRTVIRTU FINL INC$9.3M0.10%243,544CommonSOLE
172062101CINFCINCINNATI FINL CORP$9.3M0.10%62,703CommonSOLE
78781J109SAILSAILPOINT INC$9.1M0.09%487,053CommonSOLE
550021109LULULULULEMON ATHLETICA INC$9.1M0.09%32,051CommonSOLE
09290D101BLKBLACKROCK INC$8.9M0.09%9,434CommonSOLE
72352L106PINSPINTEREST INC$8.9M0.09%287,038CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$8.9M0.09%249,842CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$8.6M0.09%216,280CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$8.3M0.09%56,510CommonSOLE
90384S303ULTAULTA BEAUTY INC$8.3M0.09%22,594CommonSOLE
49177J102KVUEKENVUE INC$8.2M0.08%343,126CommonSOLE
946784105WAYWAYSTAR HLDG CORP$8.1M0.08%216,419CommonSOLE
89055F103BLDTOPBUILD CORP$7.9M0.08%25,779CommonSOLE
05561Q201BOKFBOK FINL CORP$7.8M0.08%75,283CommonSOLE
055622104BPBP PLC$7.8M0.08%229,496CommonSOLE
974155103WINGWINGSTOP INC$7.6M0.08%33,582CommonSOLE
806857108SLBSCHLUMBERGER LTD$7.6M0.08%180,865CommonSOLE
589400100MCYMERCURY GENL CORP NEW$7.4M0.08%132,842CommonSOLE
19247A100CNSCOHEN & STEERS INC$7.4M0.08%92,164CommonSOLE
443201108HWMHOWMET AEROSPACE INC$7.3M0.08%56,325CommonSOLE
354613101BENFRANKLIN RESOURCES INC$7.2M0.07%376,136CommonSOLE
77543R102ROKUROKU INC$7.1M0.07%101,135CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$7.1M0.07%38,675CommonSOLE
5168062058LP1VITAL ENERGY INC$7.0M0.07%330,041CommonSOLE
830940102SKWDSKYWARD SPECIALTY INS GROUP$6.7M0.07%126,502CommonSOLE
816851109SRESEMPRA$6.4M0.07%90,014CommonSOLE
885160101THOTHOR INDS INC$6.3M0.06%83,015CommonSOLE
513272104LWLAMB WESTON HLDGS INC$6.3M0.06%117,431CommonSOLE
78454L100SMSM ENERGY CO$6.1M0.06%202,823CommonSOLE
44952J104CRGYCRESCENT ENERGY COMPANY$6.1M0.06%539,533CommonSOLE
781154109RBRKRUBRIK INC.$5.9M0.06%97,325CommonSOLE
199908104FIXCOMFORT SYS USA INC$5.8M0.06%17,985CommonSOLE
070830104BBWIBATH & BODY WORKS INC$5.7M0.06%187,002CommonSOLE
013091103ACIALBERTSONS COS INC$5.7M0.06%257,180CommonSOLE
574599106MASMASCO CORP$5.6M0.06%80,738CommonSOLE
87318A101TWFGTWFG INC$5.5M0.06%178,691CommonSOLE
29362U104ENTGENTEGRIS INC$5.4M0.06%61,274CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$5.2M0.05%28,500CommonSOLE
68389X105ORCLORACLE CORP$5.2M0.05%36,838CommonSOLE
042315705ARRARMOUR RESIDENTIAL REIT INC$5.0M0.05%294,617CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$5.0M0.05%46,911CommonSOLE
100557107SAMBOSTON BEER INC$5.0M0.05%20,783CommonSOLE
579780206MKCMCCORMICK & CO INC$4.9M0.05%59,958CommonSOLE
31428X106FDXFEDEX CORP$4.9M0.05%20,205CommonSOLE
690732102ACHOWENS & MINOR INC NEW$4.9M0.05%541,967CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$4.9M0.05%51,987CommonSOLE
26603R106DUOLDUOLINGO INC$4.5M0.05%14,582CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$4.5M0.05%291,432CommonSOLE
37637K108GTLBGITLAB INC$4.4M0.05%93,897CommonSOLE
918204108VFCV F CORP$4.1M0.04%262,352CommonSOLE
303250104FICOFAIR ISAAC CORP$4.0M0.04%2,190CommonSOLE
832248207SFDSMITHFIELD FOODS INC$4.0M0.04%195,000CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$3.9M0.04%26,663CommonSOLE
219948106CPAYCORPAY INC$3.7M0.04%10,652CommonSOLE
65290E101NXTNEXTRACKER INC$3.6M0.04%85,965CommonSOLE
B9151N105TTAMTITAN AMER SA$3.5M0.04%262,500CommonSOLE
81619Q105SEMSELECT MED HLDGS CORP$3.4M0.04%205,589CommonSOLE
09260D107BXBLACKSTONE INC$3.4M0.04%24,443CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$3.3M0.03%30,075CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$3.3M0.03%89,280CommonSOLE
83570H108SONOSONOS INC$3.2M0.03%303,059CommonSOLE
254687106DISDISNEY WALT CO$3.1M0.03%31,078CommonSOLE
14316J108CGCARLYLE GROUP INC$2.7M0.03%62,764CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$2.7M0.03%559,062CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$2.6M0.03%5,409CommonSOLE
G0896C103TBBBBBB FOODS INC$2.5M0.03%93,909CommonSOLE
336433107FSLRFIRST SOLAR INC$2.4M0.03%19,211CommonSOLE
127190304CACICACI INTL INC$2.4M0.02%6,608CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$2.3M0.02%39,603CommonSOLE
12653C108CNXCNX RES CORP$2.3M0.02%71,663CommonSOLE
64110L106NFLXNETFLIX INC$2.2M0.02%2,376CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2.1M0.02%4,811CommonSOLE
342909108FLOCFLOWCO HLDGS INC$2.0M0.02%78,588CommonSOLE
82489W107SHLSSHOALS TECHNOLOGIES GROUP IN$1.9M0.02%562,678CommonSOLE
457152106INGMINGRAM MICRO HLDG CORP$1.8M0.02%100,000CommonSOLE
02079K107GOOGALPHABET INC$1.7M0.02%10,737CommonSOLE
26817Q886DXDYNEX CAP INC$1.7M0.02%128,685CommonSOLE
00206R102TAT&T INC$1.7M0.02%58,861CommonSOLE
82981J851SITCSITE CTRS CORP$1.6M0.02%125,701CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$1.6M0.02%37,791CommonSOLE
436440101HO1HOLOGIC INC$1.6M0.02%25,836CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$1.6M0.02%12,181CommonSOLE
008492100ADCAGREE RLTY CORP$1.5M0.02%19,986CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$1.5M0.02%15,699CommonSOLE
448579102HHYATT HOTELS CORP$1.5M0.02%12,245CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.5M0.02%32,932CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$1.4M0.01%96,898CommonSOLE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$1.4M0.01%10,404CommonSOLE
704551100BTUPEABODY ENERGY CORP$1.4M0.01%101,022CommonSOLE
46131B704IVRINVESCO MORTGAGE CAPITAL INC$1.4M0.01%171,463CommonSOLE
871829107SYYSYSCO CORP$1.3M0.01%17,756CommonSOLE
81762P102NOWSERVICENOW INC$1.3M0.01%1,600CommonSOLE
053611109AVYAVERY DENNISON CORP$1.2M0.01%7,014CommonSOLE
217204106CPRTCOPART INC$1.2M0.01%21,944CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.2M0.01%33,430CommonSOLE
35137L105FOXAFOX CORP$1.2M0.01%21,794CommonSOLE
218937100CNRCORE NATURAL RESOURCES INC$1.2M0.01%15,923CommonSOLE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$1.2M0.01%6,261CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$1.2M0.01%13,123CommonSOLE
044186104ASHASHLAND INC$1.2M0.01%19,684CommonSOLE
929566107WNCWABASH NATL CORP$1.1M0.01%103,603CommonSOLE
10316T104BOXBOX INC$1.1M0.01%37,018CommonSOLE
93627C101HCCWARRIOR MET COAL INC$1.1M0.01%23,777CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.1M0.01%786CommonSOLE
199333105CMCOCOLUMBUS MCKINNON CORP N Y$1.1M0.01%65,133CommonSOLE
423452101HPHELMERICH & PAYNE INC$1.1M0.01%41,985CommonSOLE
950755108WERNWERNER ENTERPRISES INC$1.1M0.01%37,273CommonSOLE
387328107GVAGRANITE CONSTR INC$1.1M0.01%14,370CommonSOLE
00766T100ACMAECOM$1.1M0.01%11,577CommonSOLE
889478103TOLTOLL BROTHERS INC$1.0M0.01%9,943CommonSOLE
45167R104IEXIDEX CORP$1.0M0.01%5,645CommonSOLE
29444U700EQIXEQUINIX INC$1.0M0.01%1,240CommonSOLE
58933Y105MRKMERCK & CO INC$985,2960.01%10,977CommonSOLE
020764106AMRALPHA METALLURGICAL RESOUR I$975,8230.01%7,791CommonSOLE
680665205OLNOLIN CORP$944,7300.01%38,974CommonSOLE
867892101SHOSUNSTONE HOTEL INVS INC NEW$942,8630.01%100,198CommonSOLE
281020107EIXEDISON INTL$941,7770.01%15,984CommonSOLE
693506107PPGPPG INDS INC$940,4100.01%8,600CommonSOLE
515098101LSTRLANDSTAR SYS INC$873,4130.01%5,815CommonSOLE
253868103DLRDIGITAL RLTY TR INC$862,8920.01%6,022CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$842,6380.01%13,816CommonSOLE
553530106MSMMSC INDL DIRECT INC$833,0110.01%10,725CommonSOLE
04621X108AIZASSURANT INC$822,8490.01%3,923CommonSOLE
049560105ATOATMOS ENERGY CORP$820,8200.01%5,310CommonSOLE
316773100FITBFIFTH THIRD BANCORP$806,5010.01%20,574CommonSOLE
717081103PFEPFIZER INC$792,8130.01%31,287CommonSOLE
49926D109KNKNOWLES CORP$792,6340.01%52,147CommonSOLE
981475106WKCWORLD KINECT CORPORATION$786,1960.01%27,722CommonSOLE
904311107UAAUNDER ARMOUR INC$785,2750.01%125,644CommonSOLE
835495102SONSONOCO PRODS CO$783,3340.01%16,582CommonSOLE
553498106MSAMSA SAFETY INC$778,6310.01%5,308CommonSOLE
133131102CPTCAMDEN PPTY TR$773,1810.01%6,322CommonSOLE
654106103NKENIKE INC$770,7740.01%12,142CommonSOLE
297602104ETDETHAN ALLEN INTERIORS INC$758,0380.01%27,366CommonSOLE
05990K106BANCBANC OF CALIFORNIA INC$745,4290.01%52,532CommonSOLE
82452J109FOURSHIFT4 PMTS INC$738,7400.01%9,041CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$736,4380.01%14,297CommonSOLE
00123Q104AGNCAGNC INVT CORP$725,3110.01%75,711CommonSOLE
36251C103GMS1EURGMS INC$718,5290.01%9,820CommonSOLE
69888T207PARRPAR PAC HOLDINGS INC$716,4790.01%50,244CommonSOLE
03662Q105AKXANSYS INC$703,7130.01%2,223CommonSOLE
34354P105FLSFLOWSERVE CORP$693,0880.01%14,191CommonSOLE
756109104OREALTY INCOME CORP$687,1280.01%11,845CommonSOLE
038336103ATRAPTARGROUP INC$674,5350.01%4,546CommonSOLE
95058W100WENWENDYS CO$667,7570.01%45,643CommonSOLE
650111107NYTNEW YORK TIMES CO$659,1340.01%13,289CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$653,7380.01%4,080CommonSOLE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$641,9890.01%49,498CommonSOLE
609027107MCRIMONARCH CASINO & RESORT INC$625,1100.01%8,040CommonSOLE
90187B804TWOTWO HBRS INVT CORP$624,7800.01%46,765CommonSOLE
00130H105AESAES CORP$611,5980.01%49,243CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$606,4640.01%56,785CommonSOLE
577933104MMSMAXIMUS INC$605,4590.01%8,879CommonSOLE
84790A105SPBSPECTRUM BRANDS HLDGS INC NE$604,0250.01%8,442CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$601,6570.01%6,549CommonSOLE
012348108AINALBANY INTL CORP$591,9490.01%8,574CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$576,1150.01%5,209CommonSOLE
146229109CRICARTERS INC$565,0340.01%13,815CommonSOLE
371901109GNTXGENTEX CORP$561,2500.01%24,088CommonSOLE
039653100ACAARCOSA INC$560,8170.01%7,272CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$552,6380.01%36,818CommonSOLE
92338C103VLTOVERALTO CORP$543,1860.01%5,574CommonSOLE
Y41053102INSWINTERNATIONAL SEAWAYS INC$543,0520.01%16,357CommonSOLE
974637100WGOWINNEBAGO INDS INC$531,2350.01%15,416CommonSOLE
359694106FULFULLER H B CO$529,5480.01%9,436CommonSOLE
880345103TNCTENNANT CO$526,5100.01%6,602CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$522,5240.01%2,375CommonSOLE
558256103MSGEMADISON SQUARE GARDEN ENTMT$510,1870.01%15,583CommonSOLE
902494103TSNTYSON FOODS INC$509,4590.01%7,984CommonSOLE
872590104TMUST-MOBILE US INC$505,4150.01%1,895CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$502,4850.01%6,783CommonSOLE
17243V102CNKCINEMARK HLDGS INC$494,6390.01%19,873CommonSOLE
852234103XYZBLOCK INC$493,5340.01%9,084CommonSOLE
07556Q881BZHBEAZER HOMES USA INC$492,0110.01%24,130CommonSOLE
376536108GOODGLADSTONE COMMERCIAL CORP$491,8230.01%32,832CommonSOLE
880779103TEXTEREX CORP NEW$485,4730.01%12,850CommonSOLE
393222104GPREGREEN PLAINS INC$473,2440.00%97,576CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$472,8370.00%15,867CommonSOLE
69331C108PCGPG&E CORP$471,8660.00%27,466CommonSOLE
49803T300KRGKITE RLTY GROUP TR$471,4920.00%21,077CommonSOLE
031100100AMEAMETEK INC$463,0570.00%2,690CommonSOLE
55826T102SPHRSPHERE ENTERTAINMENT CO$460,5670.00%14,076CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$459,8930.00%3,787CommonSOLE
610236101MNROMONRO INC$448,3530.00%30,985CommonSOLE
422704106HLHECLA MNG CO$444,9560.00%80,028CommonSOLE
125269100CFCF INDS HLDGS INC$442,3290.00%5,660CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$437,3510.00%5,717CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$436,4630.00%14,419CommonSOLE
126349109CSNCSG SYS INTL INC$432,8440.00%7,158CommonSOLE
75574U101RCREADY CAPITAL CORP$421,7780.00%82,864CommonSOLE
85254J102STAGSTAG INDL INC$416,8610.00%11,541CommonSOLE
92047W101VVVVALVOLINE INC$416,1880.00%11,956CommonSOLE
64119V303NTSTNETSTREIT CORP$414,5410.00%26,154CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$412,8130.00%3,109CommonSOLE
04208T108AHRTARMADA HOFFLER PPTYS INC$412,5090.00%54,928CommonSOLE
92839U206VCVISTEON CORP$410,6870.00%5,291CommonSOLE
918090101UTZUTZ BRANDS INC$409,3340.00%29,072CommonSOLE
655663102NDSNNORDSON CORP$404,2470.00%2,004CommonSOLE
00187Y100APGAPI GROUP CORP$401,2270.00%11,220CommonSOLE
493732101KFRCKFORCE INC$397,4760.00%8,130CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$395,2320.00%11,984CommonSOLE
902653104UDRUDR INC$393,4310.00%8,710CommonSOLE
00912X302ALAIR LEASE CORP$381,1660.00%7,890CommonSOLE
042735100ARWARROW ELECTRS INC$379,8100.00%3,658CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$378,8600.00%3,411CommonSOLE
397624107GEFGREIF INC$377,6160.00%6,867CommonSOLE
130788102CWTCALIFORNIA WTR SVC GROUP$374,2570.00%7,723CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$370,8630.00%1,728CommonSOLE
03076C106AMPAMERIPRISE FINL INC$362,5980.00%749CommonSOLE
45781M101INVAINNOVIVA INC$360,3340.00%19,875CommonSOLE
747316107KWRQUAKER HOUGHTON$356,1200.00%2,881CommonSOLE
05508R106BGSB & G FOODS INC NEW$349,9920.00%50,945CommonSOLE
691497309OXMOXFORD INDS INC$348,7930.00%5,945CommonSOLE
81211K100SDASEALED AIR CORP NEW$348,1010.00%12,045CommonSOLE
93148P102WDWALKER & DUNLOP INC$345,2810.00%4,045CommonSOLE
50187T106LGIHLGI HOMES INC$342,6530.00%5,155CommonSOLE
011311107ALGALAMO GROUP INC$342,5200.00%1,922CommonSOLE
68287N100OSPNONESPAN INC$340,4560.00%22,325CommonSOLE
466367109JACKJACK IN THE BOX INC$338,8960.00%12,464CommonSOLE
29977A105EVREVERCORE INC$338,1260.00%1,693CommonSOLE
860372101STCSTEWART INFORMATION SVCS COR$337,7710.00%4,734CommonSOLE
489170100KMTKENNAMETAL INC$335,2830.00%15,741CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$328,9960.00%5,404CommonSOLE
G52441105KMTSKESTRA MED TECHNOLOGIES LTD$326,0280.00%13,083CommonSOLE
053807103AVTAVNET INC$323,8380.00%6,734CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$322,4010.00%1,141CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$321,5050.00%3,187CommonSOLE
74164M108PRIPRIMERICA INC$318,1050.00%1,118CommonSOLE
89400J107TRUTRANSUNION$315,9430.00%3,807CommonSOLE
077454106BDCBELDEN INC$313,2810.00%3,125CommonSOLE
149568107CVCOCAVCO INDS INC DEL$312,8170.00%602CommonSOLE
81282V100PRKSUNITED PARKS & RESORTS INC$309,7190.00%6,813CommonSOLE
87265H109T86TRI POINTE HOMES INC$309,5600.00%9,698CommonSOLE
600551204MLRMILLER INDS INC TENN$308,9620.00%7,292CommonSOLE
23331A109DHID R HORTON INC$308,2900.00%2,425CommonSOLE
68235P108OGSONE GAS INC$308,1800.00%4,077CommonSOLE
39874R101GOGROCERY OUTLET HLDG CORP$307,5180.00%21,997CommonSOLE
88337F105ODP1THE ODP CORP$307,4360.00%21,454CommonSOLE
353514102FELEFRANKLIN ELEC INC$306,9880.00%3,270CommonSOLE
024061103DCHAMERICAN AXLE & MFG HLDGS IN$305,7380.00%75,120CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$298,6410.00%1,994CommonSOLE
500643200KFYKORN FERRY$297,5020.00%4,386CommonSOLE
89469A104THSTREEHOUSE FOODS INC$297,2040.00%10,971CommonSOLE
09180C106BJRIBJS RESTAURANTS INC$293,5740.00%8,569CommonSOLE
029899101AWRAMER STATES WTR CO$292,6900.00%3,720CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$292,0180.00%25,109CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$290,1850.00%23,308CommonSOLE
790148100JOEST JOE CO$285,5970.00%6,083CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$284,2710.00%7,105CommonSOLE
447011107HUNHUNTSMAN CORP$284,0150.00%17,987CommonSOLE
74051N1022655957DPREMIER INC$282,4330.00%14,649CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$282,1200.00%2,478CommonSOLE
88642R109TDWTIDEWATER INC NEW$278,2210.00%6,582CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$274,2100.00%2,410CommonSOLE
44930G107ICUIICU MED INC$271,0550.00%1,952CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$267,5990.00%3,997CommonSOLE
891092108TTCTORO CO$266,1920.00%3,659CommonSOLE
73278L105POOLPOOL CORP$265,8220.00%835CommonSOLE
20451N101CMPCOMPASS MINERALS INTL INC$264,5230.00%28,474CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$262,5140.00%1,830CommonSOLE
69318G106PBFPBF ENERGY INC$260,8270.00%13,663CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$259,1500.00%2,831CommonSOLE

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.