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Counterpoint Mutual Funds LLC

Q3 2025 · 13F-HR

Counterpoint Mutual Funds LLCholdings as filed

Filed 2025-11-10 · accession 0001172661-25-004681

$1.27B
Reported value
318
Positions
2025-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46435U853USHYISHARES TR$544.4M43.0%14,409,884CommonSOLE
464288513HYGISHARES TR$281.4M22.2%3,466,168CommonSOLE
78468R622JNKSPDR SERIES TRUST$56.6M4.47%577,955CommonSOLE
464287200IVVISHARES TR$56.4M4.46%84,341CommonSOLE
66538R540CPAINORTHERN LTS FD TR III$51.4M4.06%1,300,416CommonSOLE
92189H409HYDVANECK ETF TRUST$18.2M1.44%358,150CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$3.4M0.27%78,683CommonSOLE
89469A104THSTREEHOUSE FOODS INC$3.3M0.26%163,807CommonSOLE
69888T207PARRPAR PAC HOLDINGS INC$3.3M0.26%92,765CommonSOLE
15135B101CNCCENTENE CORP DEL$3.3M0.26%91,943CommonSOLE
29430C102VSTSVESTIS CORPORATION$3.3M0.26%720,944CommonSOLE
901109108TPCTUTOR PERINI CORP$3.2M0.25%49,139CommonSOLE
G4388N106HELEHELEN OF TROY LTD$3.2M0.25%125,416CommonSOLE
65341B106XIFRXPLR INFRASTRUCTURE LP$3.1M0.25%309,558CommonSOLE
12047B105BMBLBUMBLE INC$3.1M0.25%509,758CommonSOLE
094235108BLMNBLOOMIN BRANDS INC$3.1M0.24%431,359CommonSOLE
L44385109GLOBGLOBANT S A$2.9M0.23%51,329CommonSOLE
001744101AMNAMN HEALTHCARE SVCS INC$2.9M0.23%151,040CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$2.9M0.23%12,295CommonSOLE
05356F105AVAHAVEANNA HEALTHCARE HLDGS INC$2.9M0.23%321,757CommonSOLE
399473206GRPNGROUPON INC$2.8M0.22%121,439CommonSOLE
24665A103DKDELEK US HLDGS INC NEW$2.8M0.22%87,821CommonSOLE
171779309CIENCIENA CORP$2.8M0.22%19,349CommonSOLE
7495271071RGREV GROUP INC$2.8M0.22%49,585CommonSOLE
68389X105ORCLORACLE CORP$2.8M0.22%9,918CommonSOLE
219350105GLWCORNING INC$2.8M0.22%33,926CommonSOLE
G9087Q102TROXTRONOX HOLDINGS PLC$2.8M0.22%689,150CommonSOLE
876030107TPRTAPESTRY INC$2.7M0.22%24,233CommonSOLE
771049103RBLXROBLOX CORP$2.7M0.22%19,802CommonSOLE
30226D106EXTREXTREME NETWORKS$2.7M0.22%132,439CommonSOLE
G8588X103SGHCSUPER GROUP SGHC LIMITED$2.7M0.22%206,752CommonSOLE
58155Q103MCKMCKESSON CORP$2.7M0.21%3,505CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$2.7M0.21%17,251CommonSOLE
651639106NEMNEWMONT CORP$2.7M0.21%31,807CommonSOLE
39304D102GDOTGREEN DOT CORP$2.7M0.21%197,653CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2.7M0.21%39,396CommonSOLE
85209W109SPTSPROUT SOCIAL INC$2.6M0.21%202,611CommonSOLE
958102105WDCWESTERN DIGITAL CORP$2.4M0.19%19,895CommonSOLE
66538R722HYTRNORTHERN LTS FD TR III$2.4M0.19%107,500CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.4M0.19%14,046CommonSOLE
366505105GTXGARRETT MOTION INC$2.3M0.19%172,018CommonSOLE
496902404KGCKINROSS GOLD CORP$2.3M0.18%94,235CommonSOLE
49428J109KEKIMBALL ELECTRONICS INC$2.3M0.18%78,267CommonSOLE
501044101KRKROGER CO$2.3M0.18%34,587CommonSOLE
03073E105CORCENCORA INC$2.3M0.18%7,453CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$2.3M0.18%47,716CommonSOLE
518613203LAURLAUREATE EDUCATION INC$2.3M0.18%73,260CommonSOLE
594918104MSFTMICROSOFT CORP$2.3M0.18%4,460CommonSOLE
00206R102TAT&T INC$2.3M0.18%81,781CommonSOLE
013091103ACIALBERTSONS COS INC$2.3M0.18%131,778CommonSOLE
13100M509CALXCALIX INC$2.3M0.18%37,534CommonSOLE
64110L106NFLXNETFLIX INC$2.3M0.18%1,910CommonSOLE
784730103SSRMSSR MINING IN$2.3M0.18%93,717CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.3M0.18%14,084CommonSOLE
92343E102VRSNVERISIGN INC$2.2M0.18%8,028CommonSOLE
565394103CARTMAPLEBEAR INC$2.2M0.18%60,907CommonSOLE
21871N101CXWCORECIVIC INC$2.2M0.17%106,895CommonSOLE
911163103UNFIUNITED NAT FOODS INC$1.1M0.09%28,948CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$1.1M0.09%14,905CommonSOLE
42727J102HRTGHERITAGE INSURANCE HLDGS INC$937,7790.07%37,243CommonSOLE
50101L106DNUTKRISPY KREME INC$934,4460.07%241,459CommonSOLE
94419L101WWAYFAIR INC$922,6000.07%10,328CommonSOLE
690370101BBBYBED BATH & BEYOND INC$920,0350.07%93,977CommonSOLE
45867G101IDCCINTERDIGITAL INC$905,5380.07%2,623CommonSOLE
92552V100VSATVIASAT INC$901,2390.07%30,759CommonSOLE
235825205DANDANA INC$883,8440.07%44,104CommonSOLE
053774105CARAVIS BUDGET GROUP$877,0610.07%5,462CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$876,4990.07%62,075CommonSOLE
34965K107FTREFORTREA HLDGS INC$872,6990.07%103,646CommonSOLE
393222104GPREGREEN PLAINS INC$867,8020.07%98,726CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$859,9970.07%31,341CommonSOLE
150870103CECELANESE CORP DEL$853,1300.07%20,274CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$845,6640.07%42,453CommonSOLE
88025U109TXG10X GENOMICS INC$834,6430.07%71,398CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$830,4370.07%72,464CommonSOLE
35138V102FOXFFOX FACTORY HLDG CORP$809,3430.06%33,320CommonSOLE
447011107HUNHUNTSMAN CORP$808,3620.06%90,018CommonSOLE
75585H206REAXTHE REAL BROKERAGE INC$777,0620.06%185,900CommonSOLE
49845K101KVYOKLAVIYO INC$754,3030.06%27,241CommonSOLE
192108504CDECOEUR MNG INC$585,7060.05%31,221CommonSOLE
093712107BEBLOOM ENERGY CORP$567,6340.04%6,712CommonSOLE
292671708UUUUENERGY FUELS INC$564,2970.04%36,762CommonSOLE
00650F109ADPTADAPTIVE BIOTECHNOLOGIES COR$556,7210.04%37,214CommonSOLE
25400W102APPSDIGITAL TURBINE INC$552,6660.04%86,354CommonSOLE
71601V105WOOFPETCO HEALTH & WELLNESS CO I$547,8570.04%141,565CommonSOLE
457985208IARTINTEGRA LIFESCIENCES HLDGS C$532,8900.04%37,187CommonSOLE
451100101IEPICAHN ENTERPRISES LP$528,6670.04%62,787CommonSOLE
88337F105ODP1THE ODP CORP$527,1450.04%18,928CommonSOLE
433921103HIVEHIVE DIGITAL TECHNOLOGIES LT$527,0800.04%130,789CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$524,8160.04%21,913CommonSOLE
02451V309ABATAMERICAN BATTERY TECHNOLOGY$523,0580.04%107,625CommonSOLE
278768106SATSECHOSTAR CORP$521,4620.04%6,829CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$517,7100.04%22,568CommonSOLE
03945R102ACHRARCHER AVIATION INC$517,1950.04%53,987CommonSOLE
21676P103CPSCOOPER STD HLDGS INC$517,0570.04%14,001CommonSOLE
G06973112AUGOAURA MINERALS INC$516,6240.04%13,884CommonSOLE
457152106INGMINGRAM MICRO HLDG CORP$514,3420.04%23,934CommonSOLE
300426103ECGEVERUS CONSTR GROUP$514,2430.04%5,997CommonSOLE
G4701H109IHSIHS HOLDING LIMITED$514,1330.04%75,386CommonSOLE
18507C103CLPTCLEARPOINT NEURO INC$513,6120.04%23,571CommonSOLE
651229106NWLNEWELL BRANDS INC$513,4940.04%97,995CommonSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$513,1650.04%45,054CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$513,0970.04%42,265CommonSOLE
046433108ATROASTRONICS CORP$511,5160.04%11,215CommonSOLE
40145W101GRDNGUARDIAN PHARMACY SVCS INC$511,3540.04%19,495CommonSOLE
59516C106MVSTMICROVAST HOLDINGS INC$510,2600.04%132,535CommonSOLE
M3760D101ESLTELBIT SYS LTD$509,8000.04%1,000CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$508,9520.04%2,790CommonSOLE
65250K105NMAXNEWSMAX INC$507,7180.04%40,945CommonSOLE
453204109PIIMPINJ INC$507,1850.04%2,806CommonSOLE
15118V207CELHCELSIUS HLDGS INC$506,9470.04%8,818CommonSOLE
040413205ANETARISTA NETWORKS INC$506,4880.04%3,476CommonSOLE
65487K100LASRNLIGHT INC$505,6360.04%17,065CommonSOLE
136635109CSIQCANADIAN SOLAR INC$503,9050.04%38,643CommonSOLE
808541106MATVMATIV HOLDINGS INC$503,6460.04%44,531CommonSOLE
68170A108OMDAOMADA HEALTH INC$503,3120.04%22,764CommonSOLE
832248207SFDSMITHFIELD FOODS INC$503,2230.04%21,432CommonSOLE
G79483106LAESSEALSQ CORP$502,3340.04%134,314CommonSOLE
69318G106PBFPBF ENERGY INC$502,3000.04%16,649CommonSOLE
20337X109VISNCOMMSCOPE HLDG CO INC$502,2020.04%32,442CommonSOLE
87422Q109TLNTALEN ENERGY CORP$501,9480.04%1,180CommonSOLE
H8817H100RIGTRANSOCEAN LTD$501,5180.04%160,743CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$501,4660.04%8,706CommonSOLE
155923105CTRICENTURI HOLDINGS INC$501,3690.04%23,683CommonSOLE
55318A108MNTNMNTN INC$501,2770.04%27,023CommonSOLE
03214Q108AMPXAMPRIUS TECHNOLOGIES INC$501,1620.04%47,639CommonSOLE
74319N100ACDCPROFRAC HLDG CORP$501,0130.04%135,409CommonSOLE
20459V105GPGICOMPOSECURE INC$500,9500.04%24,061CommonSOLE
53681J103LACLITHIUM AMERS CORP NEW$500,9330.04%87,729CommonSOLE
876511106TGBTASEKO MINES LTD$500,6710.04%118,362CommonSOLE
88339P101REALTHE REALREAL INC$500,6620.04%47,099CommonSOLE
807066105SCHLSCHOLASTIC CORP$500,4790.04%18,279CommonSOLE
G21082105CYDCHINA YUCHAI INTL LTD$500,3290.04%12,094CommonSOLE
20464U100COMPCOMPASS INC$500,1730.04%62,288CommonSOLE
058586108BLDPBALLARD PWR SYS INC NEW$500,1430.04%183,876CommonSOLE
96924N100WLDNWILLDAN GROUP INC$500,0810.04%5,172CommonSOLE
G0084W101ADNTADIENT PLC$499,7800.04%20,755CommonSOLE
433313103HNGEHINGE HEALTH INC$499,6830.04%10,181CommonSOLE
01625V104ALHCALIGNMENT HEALTHCARE INC$499,5940.04%28,630CommonSOLE
654484609NBNIOCORP DEVS LTD$499,0490.04%74,708CommonSOLE
514952100LBLANDBRIDGE COMPANY LLC$498,9290.04%9,352CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$498,7710.04%2,900CommonSOLE
04523Y105ASPNASPEN AEROGELS INC$498,3010.04%71,595CommonSOLE
532206109LIFLIFE360 INC$496,9530.04%4,675CommonSOLE
80004C200SNDKSANDISK CORP$496,8220.04%4,428CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$496,6120.04%1,462CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$496,5910.04%3,989CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$496,4520.04%13,099CommonSOLE
G5S37H101MRXMAREX GROUP PLC$496,2310.04%14,760CommonSOLE
11135F101AVGOBROADCOM INC$496,1850.04%1,504CommonSOLE
G89479102TRMDTORM PLC$496,1380.04%24,061CommonSOLE
549498202LCIDLUCID GROUP INC$495,9980.04%20,849CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$495,5630.04%3,063CommonSOLE
87969B101TLSTELOS CORP MD$494,6890.04%72,323CommonSOLE
G6359F137NBRNABORS INDUSTRIES LTD$494,4040.04%12,097CommonSOLE
35953D104FUBOGBPFUBOTV INC$494,1360.04%119,069CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$493,7060.04%43,924CommonSOLE
731068102PIIPOLARIS INC$493,5820.04%8,491CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$493,3830.04%36,412CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$493,3580.04%65,957CommonSOLE
781154109RBRKRUBRIK INC.$493,2530.04%5,997CommonSOLE
55303J106MGPIMGP INGREDIENTS INC NEW$490,9840.04%20,297CommonSOLE
00835Q202AEVAAEVA TECHNOLOGIES INC$490,8540.04%33,852CommonSOLE
G32089107ETORETORO GROUP LTD$490,7830.04%11,892CommonSOLE
68989M202OUSTOUSTER INC$490,5790.04%18,136CommonSOLE
90353W103UIUBIQUITI INC$490,1500.04%742CommonSOLE
53946R106LDILOANDEPOT INC$488,7530.04%159,203CommonSOLE
030111207AMSCAMERICAN SUPERCONDUCTOR CORP$487,3540.04%8,206CommonSOLE
86771W105RUNSUNRUN INC$485,9350.04%28,105CommonSOLE
257554105DOMODOMO INC$485,7180.04%30,664CommonSOLE
34986A104FWRDFORWARD AIR CORP$485,4160.04%18,932CommonSOLE
78781J109SAILSAILPOINT INC$485,1200.04%21,971CommonSOLE
N14506104ESTCELASTIC N V$484,0430.04%5,729CommonSOLE
04626A103ALABASTERA LABS INC$483,8220.04%2,471CommonSOLE
63010H108NNENANO NUCLEAR ENERGY INC$483,1180.04%12,529CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$482,9980.04%13,054CommonSOLE
55955D100MGNIMAGNITE INC$482,5580.04%22,156CommonSOLE
81764X103TTANSERVICETITAN INC$482,3710.04%4,784CommonSOLE
83418M103SEISOLARIS ENERGY INFRAS INC$481,2790.04%12,041CommonSOLE
H5012F103LARLITHIUM ARGENTINA AG$481,0230.04%144,019CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$480,4740.04%18,186CommonSOLE
68278B107K4FONESTREAM INC$480,3230.04%26,062CommonSOLE
05637B105BLZEBACKBLAZE INC$479,6920.04%51,691CommonSOLE
98423F109XMTRXOMETRY INC$479,3900.04%8,801CommonSOLE
30212W100AGNTEXP WORLD HLDGS INC$477,2590.04%44,771CommonSOLE
30050B101EVHEVOLENT HEALTH INC$476,6110.04%56,337CommonSOLE
75734B100RDDTREDDIT INC$476,0790.04%2,070CommonSOLE
683712103OPENOPENDOOR TECHNOLOGIES INC$475,6260.04%59,677CommonSOLE
87918A105TDOCTELADOC HEALTH INC$474,9540.04%61,443CommonSOLE
860897107SFIXSTITCH FIX INC$473,2800.04%108,800CommonSOLE
M6191J100FROGJFROG LTD$473,1110.04%9,996CommonSOLE
23834J201DAVEDAVE INC$472,8580.04%2,372CommonSOLE
G4000K175GRRRGORILLA TECHNOLOGY GROUP INC$470,9880.04%25,514CommonSOLE
02156V109OKLOOKLO INC$470,2970.04%4,213CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$468,1690.04%43,349CommonSOLE
73933G202PSIXPOWER SOLUTIONS INTL INC$459,3750.04%4,677CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$459,0980.04%75,016CommonSOLE
580907103MHMCGRAW HILL INC$457,1340.04%36,425CommonSOLE
120076104BBWBUILD-A-BEAR WORKSHOP INC$455,0350.04%6,978CommonSOLE
74624M102PPURE STORAGE INC$450,3110.04%5,373CommonSOLE
40609P105HNRGHALLADOR ENERGY COMPANY$432,8690.03%22,119CommonSOLE
26622P107DOCSDOXIMITY INC$425,7330.03%5,820CommonSOLE
302301106EZPWEZCORP INC$425,5630.03%22,351CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$424,0750.03%3,088CommonSOLE
79546E104SBHSALLY BEAUTY HLDGS INC$423,4430.03%26,010CommonSOLE
004498101ACIWACI WORLDWIDE INC$421,9490.03%7,996CommonSOLE
651718504NPKINPK INTERNATIONAL INC$421,1500.03%37,237CommonSOLE
83570H108SONOSONOS INC$410,0100.03%25,950CommonSOLE
923725105VETVERMILION ENERGY INC$408,6260.03%52,254CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$407,9710.03%16,477CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$406,5010.03%1,331CommonSOLE
458665304TILEINTERFACE INC$405,9990.03%14,029CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$405,7120.03%31,971CommonSOLE
G6674U108NVCRNOVOCURE LTD$405,1840.03%31,361CommonSOLE
615394202MOG/AMOOG INC$399,1420.03%1,922CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$396,9850.03%7,479CommonSOLE
03957W106AROCARCHROCK INC$396,9650.03%15,088CommonSOLE
482480100KLACKLA CORP$392,6100.03%364CommonSOLE
706915105PENGPENGUIN SOLUTIONS INC$391,7820.03%14,908CommonSOLE
782011100RSIRUSH STREET INTERACTIVE INC$391,0860.03%19,096CommonSOLE
624756102MLIMUELLER INDS INC$390,5880.03%3,863CommonSOLE
053604104AVPTAVEPOINT INC$384,4360.03%25,612CommonSOLE
234264109DAKTDAKTRONICS INC$383,3800.03%18,326CommonSOLE
M7S64H106MNDYMONDAY COM LTD$380,2130.03%1,963CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$379,4750.03%1,936CommonSOLE
032095101APHAMPHENOL CORP NEW$375,5810.03%3,035CommonSOLE
37959E102GLGLOBE LIFE INC$372,8660.03%2,608CommonSOLE
25809K105DASHDOORDASH INC$372,3540.03%1,369CommonSOLE
00486H105ADTNADTRAN HOLDINGS INC$371,0350.03%39,556CommonSOLE
52661A108DRSLEONARDO DRS INC$367,1950.03%8,088CommonSOLE
109696104BCOBRINKS CO$366,9400.03%3,140CommonSOLE
502160104LXULSB INDS INC$366,3180.03%46,487CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$366,2460.03%12,937CommonSOLE
F21107101CSTMCONSTELLIUM SE$365,5570.03%24,567CommonSOLE
644393100NFENEW FORTRESS ENERGY INC$365,5190.03%165,393CommonSOLE
Y27183600GSLGLOBAL SHIP LEASE INC NEW$365,2990.03%11,899CommonSOLE
55305B101MHOM/I HOMES INC$365,1440.03%2,528CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$364,6400.03%9,276CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$364,0800.03%3,691CommonSOLE
398433102GFFGRIFFON CORP$363,5400.03%4,774CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$362,9080.03%1,478CommonSOLE
9026851067WHUDEMY INC$362,1300.03%51,659CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$360,8200.03%1,530CommonSOLE
093671105HRBBLOCK H & R INC$360,1600.03%7,122CommonSOLE
74467Q103PUBMPUBMATIC INC$359,5920.03%43,429CommonSOLE
204166102CVLTCOMMVAULT SYS INC$358,6820.03%1,900CommonSOLE
37045V100GMGENERAL MTRS CO$357,9550.03%5,871CommonSOLE
98419M100XYLXYLEM INC$356,6550.03%2,418CommonSOLE
366651107ITGARTNER INC$356,1890.03%1,355CommonSOLE
047649108ATKRATKORE INC$355,8610.03%5,672CommonSOLE
629377508NRGNRG ENERGY INC$355,8040.03%2,197CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$355,7840.03%9,927CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$355,6550.03%15,730CommonSOLE
M7S64L123PGYPAGAYA TECHNOLOGIES LTD$353,8160.03%11,917CommonSOLE
81762P102NOWSERVICENOW INC$351,5470.03%382CommonSOLE
733174700BPOPPOPULAR INC$351,3100.03%2,766CommonSOLE
45073V108ITTITT INC$349,6550.03%1,956CommonSOLE
G6331P104AOSLALPHA & OMEGA SEMICONDUCTOR$349,3320.03%12,494CommonSOLE
65158N102NMRKNEWMARK GROUP INC$349,2590.03%18,727CommonSOLE
353514102FELEFRANKLIN ELEC INC$349,0980.03%3,667CommonSOLE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$348,7450.03%36,710CommonSOLE
12621E103CNOCNO FINL GROUP INC$348,6730.03%8,816CommonSOLE
67103X102OFGOFG BANCORP$348,6160.03%8,016CommonSOLE
907818108UNPUNION PAC CORP$348,4090.03%1,474CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$348,3270.03%3,771CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$347,1180.03%3,429CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$346,4630.03%9,882CommonSOLE
024061103DCHAMERICAN AXLE & MFG HLDGS IN$346,3140.03%57,623CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$343,3120.03%25,188CommonSOLE
537008104LFUSLITTELFUSE INC$343,1880.03%1,325CommonSOLE
02209S103MOALTRIA GROUP INC$342,6530.03%5,187CommonSOLE
59156R108METMETLIFE INC$342,5770.03%4,159CommonSOLE
947890109WBSWEBSTER FINL CORP$342,2560.03%5,758CommonSOLE
05350V106AVNSAVANOS MED INC$342,1880.03%29,601CommonSOLE
55354G100MSCIMSCI INC$341,5810.03%602CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$339,0050.03%3,513CommonSOLE
L02235106AMBPARDAGH METAL PACKAGING S A$337,6980.03%84,636CommonSOLE
949746101WMT2WELLS FARGO CO NEW$337,4590.03%4,026CommonSOLE
318672706FBPFIRST BANCORP P R$336,3290.03%15,253CommonSOLE
42328H109HLIOHELIOS TECHNOLOGIES INC$335,8210.03%6,442CommonSOLE
35137L105FOXAFOX CORP$335,4160.03%5,319CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$333,1240.03%3,511CommonSOLE
G38644103GCTGIGACLOUD TECHNOLOGY INC$331,5420.03%11,674CommonSOLE
87612G101TRGPTARGA RES CORP$326,3680.03%1,948CommonSOLE
45168D104IDXXIDEXX LABS INC$323,2780.03%506CommonSOLE
020002101ALLALLSTATE CORP$323,2630.03%1,506CommonSOLE
31428X106FDXFEDEX CORP$322,5880.03%1,368CommonSOLE
G54950103LINLINDE PLC$321,5750.03%677CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$321,0980.03%11,634CommonSOLE
031100100AMEAMETEK INC$319,2240.03%1,698CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$319,0020.03%756CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$318,4810.03%3,984CommonSOLE
928254101VIRTVIRTU FINL INC$317,2640.03%8,937CommonSOLE
088929104BGCBGC GROUP INC$315,6990.02%33,372CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$315,6900.02%555CommonSOLE
69376K106RPCP10 INC$315,2920.02%28,979CommonSOLE
830879102SKYWSKYWEST INC$314,6390.02%3,127CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$314,0550.02%1,922CommonSOLE
457730109INSPINSPIRE MED SYS INC$313,1980.02%4,221CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$312,9550.02%1,314CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$310,0630.02%6,106CommonSOLE
526107107LIILENNOX INTL INC$309,6760.02%585CommonSOLE
380237107GDDYGODADDY INC$308,2780.02%2,253CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$308,2350.02%333CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$307,3830.02%3,683CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$304,4800.02%16,693CommonSOLE
55272X607MFAMFA FINL INC$303,7940.02%33,057CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$303,0440.02%3,104CommonSOLE
26701L100BROSDUTCH BROS INC$301,3210.02%5,757CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$297,7240.02%3,069CommonSOLE
109641100EATBRINKER INTL INC$294,9110.02%2,328CommonSOLE
222070203COTYCOTY INC$292,4880.02%72,398CommonSOLE
91680M107UPSTUPSTART HLDGS INC$291,4400.02%5,737CommonSOLE
084680107BBTBEACON FINANCIAL CORP.$289,9500.02%12,229CommonSOLE
615369105MCOMOODYS CORP$286,3640.02%601CommonSOLE
78409V104SPGIS&P GLOBAL INC$272,5580.02%560CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$266,2340.02%2,447CommonSOLE
L72967109OECORION S.A.$225,7630.02%29,784CommonSOLE

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.