MondegarAI
TWINBEECH CAPITAL LP

Q4 2025 · 13F-HR

TWINBEECH CAPITAL LPholdings as filed

Filed 2026-02-17 · accession 0001214659-26-001991

$1.41B
Reported value
562
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · TWINBEECH CAPITAL LP · Q4 2025

AI · grounded in 13F

TWINBEECH CAPITAL LP closed its position in KVUE for a reduction of $31.9M. The fund also exited positions in SPGI and GEV, reducing exposure by $28.9M and $27.5M respectively. On the buy side, the fund established new positions in EATON CORP PLC for $15.9M and MS for $14.9M. Additionally, it accumulated shares of MPC, increasing its position by 8,644.37%.

Holdings as filed

First 500 of 562

CUSIPTickerIssuerValue% port.SharesClassVoting
G29183103ETNEATON CORP PLC$15.9M1.13%49,988CommonSOLE
26875P101EOGEOG RES INC$15.5M1.10%147,652CommonSOLE
56585A102MPCMARATHON PETE CORP$15.2M1.08%93,215CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$15.1M1.07%157,851CommonSOLE
617446448MSMORGAN STANLEY$15.0M1.06%84,258CommonSOLE
778296103ROSTROSS STORES INC$14.8M1.05%82,165CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$14.4M1.02%119,927CommonSOLE
742718109PGPROCTER AND GAMBLE CO$14.3M1.02%99,800CommonSOLE
911363109URIUNITED RENTALS INC$14.2M1.01%17,538CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$14.0M0.99%264,375CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$13.8M0.98%154,638CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$13.8M0.98%157,876CommonSOLE
88339J105TTDTHE TRADE DESK INC$13.6M0.97%358,773CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$13.6M0.96%159,640CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$13.6M0.96%208,190CommonSOLE
268150109DTDYNATRACE INC$13.5M0.96%311,875CommonSOLE
60937P106MDBMONGODB INC$13.4M0.95%31,865CommonSOLE
18915M107NETCLOUDFLARE INC$13.4M0.95%67,825CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$13.4M0.95%98,172CommonSOLE
88033G407THCTENET HEALTHCARE CORP$13.3M0.94%66,900CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$12.6M0.90%138,397CommonSOLE
15135B101CNCCENTENE CORP DEL$12.5M0.89%303,700CommonSOLE
09290D101BLKBLACKROCK INC$12.1M0.86%11,279CommonSOLE
16411R208LNGCHENIERE ENERGY INC$11.8M0.84%60,566CommonSOLE
233331107DTEDTE ENERGY CO$11.7M0.83%90,503CommonSOLE
79589L106IOTSAMSARA INC$11.3M0.80%318,325CommonSOLE
37940X102GPNGLOBAL PMTS INC$11.2M0.79%144,067CommonSOLE
46982L108JJACOBS SOLUTIONS INC$11.1M0.79%83,775CommonSOLE
12514G108CDWCDW CORP$10.6M0.75%77,564CommonSOLE
922475108VEEVVEEVA SYS INC$10.5M0.75%47,232CommonSOLE
009158106APDAIR PRODS & CHEMS INC$10.3M0.73%41,865CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$10.3M0.73%104,406CommonSOLE
81762P102NOWSERVICENOW INC$10.1M0.72%65,835CommonSOLE
00766T100ACMAECOM$10.0M0.71%104,809CommonSOLE
64110L106NFLXNETFLIX INC$9.9M0.71%105,976CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$9.9M0.70%138,700CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$9.8M0.69%84,122CommonSOLE
19247G107COHRCOHERENT CORP$9.8M0.69%52,878CommonSOLE
11135F101AVGOBROADCOM INC$9.2M0.65%26,539CommonSOLE
594918104MSFTMICROSOFT CORP$9.0M0.64%18,575CommonSOLE
23804L103DDOGDATADOG INC$8.9M0.63%65,631CommonSOLE
749685103RPMRPM INTL INC$8.9M0.63%85,556CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$8.9M0.63%59,000CommonSOLE
893641100TDGTRANSDIGM GROUP INC$8.7M0.62%6,532CommonSOLE
437076102HDHOME DEPOT INC$8.4M0.59%24,274CommonSOLE
60770K107MRNAMODERNA INC$8.3M0.59%281,214CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$8.1M0.58%149,223CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$8.1M0.57%92,397CommonSOLE
22266T109CPNGCOUPANG INC$7.9M0.56%335,182CommonSOLE
941848103WATWATERS CORP$7.9M0.56%20,800CommonSOLE
717081103PFEPFIZER INC$7.7M0.55%310,766CommonSOLE
457669307INSMINSMED INC$7.7M0.54%44,009CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$7.5M0.53%181,345CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$7.4M0.53%69,650CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$7.4M0.52%227,631CommonSOLE
25754A201DPZDOMINOS PIZZA INC$7.3M0.52%17,519CommonSOLE
892672106TWTRADEWEB MKTS INC$7.1M0.50%65,720CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$6.9M0.49%134,554CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$6.8M0.49%4,900CommonSOLE
060505104BACBANK AMERICA CORP$6.8M0.48%123,066CommonSOLE
88162G103TTEKTETRA TECH INC NEW$6.7M0.48%200,500CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$6.5M0.46%165,200CommonSOLE
368736104GNRCGENERAC HLDGS INC$6.5M0.46%47,750CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$6.4M0.45%95,647CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$6.3M0.45%280,500CommonSOLE
Y2573F102FLEXFLEX LTD$6.2M0.44%102,738CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$6.1M0.43%103,418CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$5.9M0.42%6,748CommonSOLE
781154109RBRKRUBRIK INC.$5.8M0.41%75,743CommonSOLE
00090Q103ADTADT INC DEL$5.7M0.41%709,886CommonSOLE
92840M102VSTVISTRA CORP$5.7M0.41%35,502CommonSOLE
77543R102ROKUROKU INC$5.7M0.41%52,600CommonSOLE
149123101CATCATERPILLAR INC$5.7M0.40%9,925CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$5.6M0.40%48,246CommonSOLE
745867101PHMPULTE GROUP INC$5.6M0.40%47,530CommonSOLE
224408104CRCRANE COMPANY$5.3M0.38%28,700CommonSOLE
N20944109CNHCNH INDL N V$5.3M0.37%571,080CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$5.2M0.37%26,213CommonSOLE
G98239109XPXP INC$5.2M0.37%319,928CommonSOLE
817565104SCISERVICE CORP INTL$5.2M0.37%66,471CommonSOLE
191098102COKECOCA COLA CONS INC$5.2M0.37%33,800CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$5.2M0.37%21,210CommonSOLE
26622P107DOCSDOXIMITY INC$5.1M0.36%115,937CommonSOLE
65249B109NWSANEWS CORP NEW$5.1M0.36%196,526CommonSOLE
48242W106KBRKBR INC$5.1M0.36%127,014CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$5.1M0.36%27,337CommonSOLE
025816109AXPAMERICAN EXPRESS CO$5.1M0.36%13,682CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$5.0M0.36%49,692CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$5.0M0.36%28,913CommonSOLE
751212101RLRALPH LAUREN CORP$4.8M0.34%13,699CommonSOLE
H11356104BGBUNGE GLOBAL SA$4.7M0.34%53,300CommonSOLE
58933Y105MRKMERCK & CO INC$4.7M0.34%45,097CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$4.7M0.34%73,500CommonSOLE
260557103DOWDOW INC$4.6M0.33%198,875CommonSOLE
G39108108GTESGATES INDL CORP PLC$4.6M0.32%212,693CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$4.5M0.32%86,470CommonSOLE
55616P104MMACYS INC$4.5M0.32%204,200CommonSOLE
74164M108PRIPRIMERICA INC$4.4M0.31%17,111CommonSOLE
52661A108DRSLEONARDO DRS INC$4.4M0.31%129,555CommonSOLE
44951W106IESCIES HLDGS INC$4.4M0.31%11,300CommonSOLE
58733R102MELIMERCADOLIBRE INC$4.3M0.30%2,121CommonSOLE
07831C103BRBRBELLRING BRANDS INC$4.2M0.30%157,909CommonSOLE
36317J209GLXYGALAXY DIGITAL INC.$4.2M0.30%188,768CommonSOLE
053332102AZOAUTOZONE INC$4.2M0.30%1,233CommonSOLE
91529Y106UNMUNUM GROUP$4.0M0.29%52,160CommonSOLE
925652109VICIVICI PPTYS INC$4.0M0.28%142,500CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$4.0M0.28%22,800CommonSOLE
84472E102SSBSOUTHSTATE BK CORP$4.0M0.28%42,500CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$4.0M0.28%137,453CommonSOLE
52567D107LMNDLEMONADE INC$4.0M0.28%55,962CommonSOLE
22822V101CCICROWN CASTLE INC$3.9M0.28%44,200CommonSOLE
863667101SYKSTRYKER CORPORATION$3.8M0.27%10,933CommonSOLE
46284V101IRMIRON MTN INC DEL$3.8M0.27%45,900CommonSOLE
29355A107ENPHENPHASE ENERGY INC$3.7M0.26%115,923CommonSOLE
86333M108LRNSTRIDE INC$3.6M0.26%56,200CommonSOLE
037833100AAPLAPPLE INC$3.6M0.26%13,306CommonSOLE
50050N103KTBKONTOOR BRANDS INC$3.6M0.26%59,176CommonSOLE
92243G108PCVXVAXCYTE INC$3.6M0.26%78,239CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$3.6M0.26%27,325CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$3.6M0.26%164,266CommonSOLE
300426103ECGEVERUS CONSTR GROUP$3.5M0.25%41,373CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP$3.5M0.25%37,600CommonSOLE
95040Q104WELLWELLTOWER INC$3.5M0.25%19,000CommonSOLE
06652K103BKUBANKUNITED INC$3.4M0.24%76,944CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$3.4M0.24%87,629CommonSOLE
H8088L103SRADSPORTRADAR GROUP AG$3.4M0.24%141,339CommonSOLE
918204108VFCV F CORP$3.3M0.23%181,653CommonSOLE
Q4982L109IRENIREN LIMITED$3.1M0.22%83,255CommonSOLE
224441105CXTCRANE NXT CO$3.1M0.22%66,766CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$3.1M0.22%195,200CommonSOLE
00187Y100APGAPI GROUP CORP$3.0M0.22%79,100CommonSOLE
32020R109FFINFIRST FINL BANKSHARES INC$2.9M0.21%97,880CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$2.9M0.20%35,299CommonSOLE
860630102SFSTIFEL FINL CORP$2.8M0.20%22,500CommonSOLE
78442P106SLMSLM CORP$2.8M0.20%102,000CommonSOLE
302491303FMCFMC CORP$2.8M0.20%198,949CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.8M0.20%15,524CommonSOLE
88025T102TENBTENABLE HLDGS INC$2.7M0.19%116,502CommonSOLE
343412102FLRFLUOR CORP NEW$2.7M0.19%68,700CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$2.7M0.19%144,010CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.7M0.19%33,724CommonSOLE
95082P105WCCWESCO INTL INC$2.7M0.19%11,000CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2.7M0.19%8,591CommonSOLE
12662P108CVICVR ENERGY INC$2.7M0.19%105,128CommonSOLE
55024U109LITELUMENTUM HLDGS INC$2.7M0.19%7,228CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.6M0.19%12,777CommonSOLE
69331C108PCGPG&E CORP$2.6M0.19%162,352CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$2.6M0.19%32,731CommonSOLE
607828100MODMODINE MFG CO$2.6M0.18%19,486CommonSOLE
M7S64H106MNDYMONDAY COM LTD$2.6M0.18%17,629CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$2.6M0.18%9,443CommonSOLE
760759100RSGREPUBLIC SVCS INC$2.6M0.18%12,185CommonSOLE
55405W104MYRGMYR GROUP INC DEL$2.6M0.18%11,800CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$2.6M0.18%25,224CommonSOLE
98389B100XELXCEL ENERGY INC$2.6M0.18%34,725CommonSOLE
08265T208BSYBENTLEY SYS INC$2.5M0.18%66,300CommonSOLE
05379B107AVAAVISTA CORP$2.5M0.18%65,387CommonSOLE
71385M107PRMPERIMETER SOLUTIONS INC$2.5M0.18%91,200CommonSOLE
10576N102BRZEBRAZE INC$2.5M0.18%72,841CommonSOLE
219350105GLWCORNING INC$2.5M0.18%28,318CommonSOLE
115637209BF/BBROWN FORMAN CORP$2.5M0.18%94,632CommonSOLE
372460105GPCGENUINE PARTS CO$2.4M0.17%19,823CommonSOLE
460146103IPINTERNATIONAL PAPER CO$2.4M0.17%61,829CommonSOLE
59001A102MTHMERITAGE HOMES CORP$2.4M0.17%36,500CommonSOLE
05368V106AVNTAVIENT CORPORATION$2.4M0.17%76,571CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$2.4M0.17%11,451CommonSOLE
199908104FIXCOMFORT SYS USA INC$2.4M0.17%2,539CommonSOLE
928254101VIRTVIRTU FINL INC$2.4M0.17%70,699CommonSOLE
088929104BGCBGC GROUP INC$2.4M0.17%263,223CommonSOLE
36162J106GEOGEO GROUP INC NEW$2.3M0.16%143,912CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$2.3M0.16%100,152CommonSOLE
65158N102NMRKNEWMARK GROUP INC$2.3M0.16%131,098CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$2.3M0.16%36,763CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$2.2M0.16%10,342CommonSOLE
33829M101FIVEFIVE BELOW INC$2.2M0.16%11,706CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.2M0.16%21,769CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$2.2M0.16%249,700CommonSOLE
30226D106EXTREXTREME NETWORKS$2.2M0.15%130,107CommonSOLE
74982T103RXORXO INC$2.1M0.15%170,084CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.1M0.15%17,863CommonSOLE
258278100DORMDORMAN PRODS INC$2.1M0.15%17,400CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$2.1M0.15%16,917CommonSOLE
00847J105AGYSAGILYSYS INC$2.1M0.15%17,900CommonSOLE
G6564A105NOMDNOMAD FOODS LTD$2.1M0.15%168,578CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$2.1M0.15%157,964CommonSOLE
00508Y102AYIACUITY INC$2.1M0.15%5,817CommonSOLE
045487105ASBASSOCIATED BANC CORP$2.1M0.15%81,235CommonSOLE
85914M107STEPSTEPSTONE GROUP INC$2.1M0.15%32,134CommonSOLE
070830104BBWIBATH & BODY WORKS INC$2.0M0.15%102,039CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$2.0M0.15%125,100CommonSOLE
92846Q107COCOVITA COCO CO INC$2.0M0.15%38,500CommonSOLE
G0084W101ADNTADIENT PLC$2.0M0.14%105,440CommonSOLE
441593100HLIHOULIHAN LOKEY INC$2.0M0.14%11,488CommonSOLE
87265H109T86TRI POINTE HOMES INC$2.0M0.14%63,500CommonSOLE
194014502ENOVENOVIS CORPORATION$2.0M0.14%75,012CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$2.0M0.14%74,600CommonSOLE
G0260P102ASAMER SPORTS INC$1.9M0.14%51,954CommonSOLE
42226A107HQYHEALTHEQUITY INC$1.9M0.14%21,100CommonSOLE
000957100ABMABM INDS INC$1.9M0.14%45,656CommonSOLE
436893200HOMBHOME BANCSHARES INC$1.9M0.13%68,383CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$1.9M0.13%40,054CommonSOLE
G9460G101VALVALARIS LTD$1.9M0.13%36,953CommonSOLE
500255104KSSKOHLS CORP$1.9M0.13%91,100CommonSOLE
68622V106OGNORGANON & CO$1.8M0.13%257,969CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$1.8M0.13%55,100CommonSOLE
526057104LENLENNAR CORP$1.8M0.13%17,834CommonSOLE
670837103OGEOGE ENERGY CORP$1.8M0.13%42,808CommonSOLE
830830105SKYCHAMPION HOMES INC$1.8M0.13%21,200CommonSOLE
267475101DYDYCOM INDS INC$1.8M0.13%5,275CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$1.8M0.13%39,900CommonSOLE
231021106CMICUMMINS INC$1.8M0.13%3,462CommonSOLE
912008109USFDUS FOODS HLDG CORP$1.8M0.12%23,300CommonSOLE
G68707101PAGSPAGSEGURO DIGITAL LTD$1.7M0.12%181,300CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.7M0.12%9,365CommonSOLE
338307101FIVNFIVE9 INC$1.7M0.12%85,813CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$1.7M0.12%72,200CommonSOLE
93148P102WDWALKER & DUNLOP INC$1.7M0.12%28,328CommonSOLE
67576A100OCULOCULAR THERAPEUTIX INC$1.7M0.12%140,350CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$1.7M0.12%152,915CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$1.7M0.12%17,663CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$1.7M0.12%39,165CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$1.7M0.12%9,600CommonSOLE
19247A100CNSCOHEN & STEERS INC$1.7M0.12%26,437CommonSOLE
G17977110BURBURFORD CAP LTD$1.6M0.12%184,100CommonSOLE
64828T201RITMRITHM CAPITAL CORP$1.6M0.11%147,600CommonSOLE
59156R108METMETLIFE INC$1.6M0.11%20,333CommonSOLE
155923105CTRICENTURI HOLDINGS INC$1.6M0.11%63,375CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.6M0.11%12,978CommonSOLE
03782L101APPNAPPIAN CORP$1.6M0.11%44,847CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$1.6M0.11%59,800CommonSOLE
98419M100XYLXYLEM INC$1.6M0.11%11,500CommonSOLE
G5509L101LIVNLIVANOVA PLC$1.5M0.11%24,780CommonSOLE
87151X101SYMSYMBOTIC INC$1.5M0.11%25,464CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1.5M0.11%34,909CommonSOLE
73278L105POOLPOOL CORP$1.5M0.11%6,606CommonSOLE
030111207AMSCAMERICAN SUPERCONDUCTOR CORP$1.5M0.11%52,221CommonSOLE
65342K105NEXTNEXTDECADE CORP$1.5M0.11%283,500CommonSOLE
92790C104VRDNVIRIDIAN THERAPEUTICS INC$1.5M0.11%47,681CommonSOLE
054540208ACLSAXCELIS TECHNOLOGIES INC$1.4M0.10%18,000CommonSOLE
947890109WBSWEBSTER FINL CORP$1.4M0.10%22,921CommonSOLE
127190304CACICACI INTL INC$1.4M0.10%2,663CommonSOLE
85254J102STAGSTAG INDL INC$1.4M0.10%38,382CommonSOLE
34354P105FLSFLOWSERVE CORP$1.4M0.10%20,300CommonSOLE
969457100WMBWILLIAMS COS INC$1.4M0.10%23,327CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$1.4M0.10%137,100CommonSOLE
124805102CBZCBIZ INC$1.4M0.10%27,466CommonSOLE
871829107SYYSYSCO CORP$1.4M0.10%18,787CommonSOLE
830879102SKYWSKYWEST INC$1.4M0.10%13,742CommonSOLE
820014405SBETSHARPLINK GAMING INC$1.4M0.10%152,400CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.4M0.10%5,525CommonSOLE
04316A108APAMARTISAN PARTNERS ASSET MGMT$1.4M0.10%33,194CommonSOLE
24665A103DKDELEK US HLDGS INC NEW$1.3M0.10%45,450CommonSOLE
26969P108EXPEAGLE MATLS INC$1.3M0.10%6,496CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$1.3M0.10%57,100CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$1.3M0.09%38,071CommonSOLE
207410101CNMDCONMED CORP$1.3M0.09%32,700CommonSOLE
038222105AMATAPPLIED MATLS INC$1.3M0.09%5,131CommonSOLE
92839U206VCVISTEON CORP$1.3M0.09%13,828CommonSOLE
30214U102EXPOEXPONENT INC$1.3M0.09%18,771CommonSOLE
371901109GNTXGENTEX CORP$1.3M0.09%55,380CommonSOLE
896215209TRSTRIMAS CORP$1.3M0.09%35,739CommonSOLE
N3167Y103RACEFERRARI N V$1.3M0.09%3,417CommonSOLE
191216100KOCOCA COLA CO$1.3M0.09%17,945CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$1.2M0.09%22,962CommonSOLE
364760108GAPGAP INC$1.2M0.09%48,267CommonSOLE
81768T108SFBSSERVISFIRST BANCSHARES INC$1.2M0.09%17,064CommonSOLE
366505105GTXGARRETT MOTION INC$1.2M0.09%70,200CommonSOLE
72407810062CPIPER SANDLER COMPANIES$1.2M0.09%3,600CommonSOLE
88146M101TRNOTERRENO RLTY CORP$1.2M0.09%20,800CommonSOLE
649445400FLGFLAGSTAR BANK NATIONAL ASSOC$1.2M0.09%96,700CommonSOLE
16359R103CHECHEMED CORP NEW$1.2M0.09%2,800CommonSOLE
57776J100MXLMAXLINEAR INC$1.2M0.08%68,568CommonSOLE
896288107TNETTRINET GROUP INC$1.2M0.08%20,200CommonSOLE
12621E103CNOCNO FINL GROUP INC$1.2M0.08%27,855CommonSOLE
346375108FORMFORMFACTOR INC$1.2M0.08%21,200CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$1.2M0.08%83,268CommonSOLE
227046109CROXCROCS INC$1.2M0.08%13,700CommonSOLE
91879Q109MTNVAIL RESORTS INC$1.2M0.08%8,790CommonSOLE
G2519Y108BAPCREDICORP LTD$1.1M0.08%4,000CommonSOLE
931142103WMTWALMART INC$1.1M0.08%10,148CommonSOLE
02079K107GOOGALPHABET INC$1.1M0.08%3,567CommonSOLE
714266103PPTAPERPETUA RESOURCES CORP$1.1M0.08%46,200CommonSOLE
767292105RIOTRIOT PLATFORMS INC$1.1M0.08%88,228CommonSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$1.1M0.08%52,900CommonSOLE
427096508HTGCHERCULES CAPITAL INC$1.1M0.08%58,421CommonSOLE
61945C103MOSMOSAIC CO NEW$1.1M0.08%45,633CommonSOLE
40434L105HPQHP INC$1.1M0.08%48,597CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$1.1M0.08%25,121CommonSOLE
03076K108ABCBAMERIS BANCORP$1.1M0.08%14,467CommonSOLE
29530P102ERIEERIE INDTY CO$1.1M0.08%3,700CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.1M0.07%3,252CommonSOLE
87918A105TDOCTELADOC HEALTH INC$1.0M0.07%149,300CommonSOLE
19240Q201COGTCOGENT BIOSCIENCES INC$1.0M0.07%29,300CommonSOLE
68278B107K4FONESTREAM INC$1.0M0.07%56,515CommonSOLE
882508104TXNTEXAS INSTRS INC$1.0M0.07%5,979CommonSOLE
M7S64L123PGYPAGAYA TECHNOLOGIES LTD$1.0M0.07%49,600CommonSOLE
358039105FRPTFRESHPET INC$1.0M0.07%17,010CommonSOLE
77664L207ROOTROOT INC$1.0M0.07%14,100CommonSOLE
20337X109VISNCOMMSCOPE HLDG CO INC$1.0M0.07%56,100CommonSOLE
929328102WSFSWSFS FINL CORP$1.0M0.07%18,330CommonSOLE
374689107ROCKGIBRALTAR INDS INC$1.0M0.07%20,406CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$993,9330.07%15,477CommonSOLE
30034W106EVRGEVERGY INC$988,1840.07%13,632CommonSOLE
37247D106GNWGENWORTH FINL INC$986,0760.07%109,200CommonSOLE
81663L200WGSGENEDX HOLDINGS CORP$982,8630.07%7,557CommonSOLE
20602D101CNXCCONCENTRIX CORP$963,9080.07%23,182CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$962,5680.07%104,400CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$961,6100.07%9,346CommonSOLE
N62509109NAMSNEWAMSTERDAM PHARMA COMPANY$961,1920.07%27,400CommonSOLE
92337R101VERAVERA THERAPEUTICS INC$958,6150.07%18,930CommonSOLE
642045108AESIATLAS ENERGY SOLUTIONS INC$956,1300.07%101,500CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$920,6400.07%9,598CommonSOLE
91733P107USARUSA RARE EARTH INC$911,5400.06%76,600CommonSOLE
05589G102BWINTHE BALDWIN INSURANCE GRP IN$907,6850.06%37,773CommonSOLE
13462K109CWHCAMPING WORLD HLDGS INC$899,7330.06%92,470CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$895,8680.06%8,250CommonSOLE
410867105THGHANOVER INS GROUP INC$887,3480.06%4,855CommonSOLE
358054104FRSHFRESHWORKS INC$885,8960.06%72,318CommonSOLE
504922105LHLABCORP HOLDINGS INC$884,3520.06%3,525CommonSOLE
30161N101EXCEXELON CORP$876,2900.06%20,103CommonSOLE
872590104TMUST-MOBILE US INC$871,2450.06%4,291CommonSOLE
N4732M103JBSJBS N.V.$860,8740.06%59,700CommonSOLE
76171L106REYNREYNOLDS CONSUMER PRODS INC$857,2080.06%37,400CommonSOLE
69047Q102OVVOVINTIV INC$854,5770.06%21,806CommonSOLE
M5425M103INMDINMODE LTD$852,0200.06%58,000CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$849,7310.06%18,659CommonSOLE
540424108LLOEWS CORP$847,7460.06%8,050CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$847,2640.06%31,900CommonSOLE
706915105PENGPENGUIN SOLUTIONS INC$844,9920.06%43,200CommonSOLE
18452B209CLSKCLEANSPARK INC$830,0320.06%82,019CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$824,5790.06%20,053CommonSOLE
713448108PEPPEPSICO INC$816,4850.06%5,689CommonSOLE
609207105MDLZMONDELEZ INTL INC$812,9940.06%15,103CommonSOLE
018802108LNTALLIANT ENERGY CORP$812,6250.06%12,500CommonSOLE
47103J105JANXJANUX THERAPEUTICS INC$811,5780.06%58,810CommonSOLE
49926D109KNKNOWLES CORP$807,1180.06%37,663CommonSOLE
29250N105ENBENBRIDGE INC$803,1140.06%16,791CommonSOLE
724479100PBIPITNEY BOWES INC$800,1070.06%75,696CommonSOLE
580135101MCDMCDONALDS CORP$797,0830.06%2,608CommonSOLE
49427F108KRCKILROY RLTY CORP$784,6580.06%20,997CommonSOLE
714046109RVTYREVVITY INC$783,6750.06%8,100CommonSOLE
011642105ALRMALARM COM HLDGS INC$775,5550.06%15,201CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$772,0650.05%12,900CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$768,9750.05%1,347CommonSOLE
680665205OLNOLIN CORP$766,3770.05%36,792CommonSOLE
125896100CMSCMS ENERGY CORP$755,4540.05%10,803CommonSOLE
337738108FISVFISERV INC$754,0500.05%11,226CommonSOLE
000899104ADMAADMA BIOLOGICS INC$753,3120.05%41,300CommonSOLE
126408103CSXCSX CORP$742,8350.05%20,492CommonSOLE
012348108AINALBANY INTL CORP$740,2200.05%14,600CommonSOLE
832248207SFDSMITHFIELD FOODS INC$737,4710.05%33,026CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$737,2210.05%2,866CommonSOLE
433313103HNGEHINGE HEALTH INC$736,0930.05%15,847CommonSOLE
733174700BPOPPOPULAR INC$734,7930.05%5,901CommonSOLE
498894104KNFKNIFE RIVER CORP$724,6050.05%10,300CommonSOLE
320209109FFBCFIRST FINL BANCORP OH$724,1290.05%28,942CommonSOLE
35137L204FOXFOX CORP$718,0610.05%11,059CommonSOLE
422806208HEI/AHEICO CORP NEW$707,3090.05%2,802CommonSOLE
20603L102CONCONCENTRA GROUP HOLDINGS PAR$706,5120.05%35,900CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$706,0430.05%46,882CommonSOLE
981811102WORWORTHINGTON ENTERPRISES INC$700,1140.05%13,576CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$696,0850.05%6,500CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$690,6150.05%24,656CommonSOLE
112463104BKDBROOKDALE SR LIVING INC$685,1650.05%63,500CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$676,2270.05%1,204CommonSOLE
13100M509CALXCALIX INC$675,9160.05%12,770CommonSOLE
92338C103VLTOVERALTO CORP$673,5150.05%6,750CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$667,8830.05%36,180CommonSOLE
G5960L103MDTMEDTRONIC PLC$657,1460.05%6,841CommonSOLE
012653101ALBALBEMARLE CORP$655,2920.05%4,633CommonSOLE
G65163100JOBYJOBY AVIATION INC$653,4000.05%49,500CommonSOLE
095306106BLBDBLUE BIRD CORP$653,3000.05%13,900CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$644,1160.05%3,650CommonSOLE
87971M103TUTELUS CORPORATION$637,7310.05%48,423CommonSOLE
G2143T103CMPRCIMPRESS PLC$637,5330.05%9,574CommonSOLE
89531P105TREXTREX CO INC$626,7390.04%17,866CommonSOLE
963320106WHRWHIRLPOOL CORP$605,9760.04%8,400CommonSOLE
87043Q108SGSWEETGREEN INC$605,6960.04%89,600CommonSOLE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$605,6680.04%19,400CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$604,8540.04%6,900CommonSOLE
56501R106MFCMANULIFE FINL CORP$604,0620.04%16,650CommonSOLE
G4766E116INDVINDIVIOR PLC$592,5220.04%16,514CommonSOLE
64361Q101VNOMVIPER ENERGY INC$591,0390.04%15,300CommonSOLE
369604301GEGE AEROSPACE$577,5560.04%1,875CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$572,7660.04%9,811CommonSOLE
192422103CGNXCOGNEX CORP$563,8070.04%15,670CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$562,2660.04%40,076CommonSOLE
006739106ADUSADDUS HOMECARE CORP$561,6500.04%5,230CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$557,5040.04%6,200CommonSOLE
11285B108BEPCBROOKFIELD RENEWABLE CORP$554,7410.04%14,469CommonSOLE
30161Q104EXELEXELIXIS INC$554,4930.04%12,651CommonSOLE
453038408IMOIMPERIAL OIL LTD$552,2980.04%6,399CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$551,0090.04%2,475CommonSOLE
698884103PARPAR TECHNOLOGY CORP$545,9410.04%15,048CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$544,3940.04%1,223CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$539,7840.04%21,600CommonSOLE
98954M200ZZILLOW GROUP INC$532,1160.04%7,800CommonSOLE
00206R102TAT&T INC$529,0170.04%21,297CommonSOLE
78454L100SMSM ENERGY CO$526,4610.04%28,153CommonSOLE
G0176J109ALLEALLEGION PLC$507,2750.04%3,186CommonSOLE
828730200SFNCSIMMONS 1ST NATL CORP$500,1470.04%26,533CommonSOLE
09062X103BIIBBIOGEN INC$498,7560.04%2,834CommonSOLE
277432100EMNEASTMAN CHEM CO$494,9380.04%7,754CommonSOLE
G87052109TELTE CONNECTIVITY PLC$492,3320.03%2,164CommonSOLE
67098H104OIO-I GLASS INC$487,0800.03%33,000CommonSOLE
00510N102TICTIC SOLUTIONS INC$477,1920.03%47,200CommonSOLE
959802109WUWESTERN UN CO$475,7410.03%51,100CommonSOLE
G9572D103BULLWEBULL CORP$464,6460.03%59,800CommonSOLE
30040P103EVTCEVERTEC INC$464,6250.03%15,972CommonSOLE
867892101SHOSUNSTONE HOTEL INVS INC NEW$461,8670.03%51,663CommonSOLE
156944100CGONCG ONCOLOGY INC$460,8720.03%11,100CommonSOLE
252784301DRHDIAMONDROCK HOSPITALITY CO$456,8790.03%50,991CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$455,2880.03%2,265CommonSOLE
23331A109DHID R HORTON INC$453,9830.03%3,152CommonSOLE
03940C100ACLXGBXARCELLX INC$453,0750.03%6,949CommonSOLE
26884L109EQTEQT CORP$450,2400.03%8,400CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$449,5260.03%1,155CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$448,3270.03%9,742CommonSOLE
G52694109KNSAKINIKSA PHARMACEUTICALS INTL$446,6550.03%10,828CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$441,0910.03%3,110CommonSOLE
136375102CNICANADIAN NATL RY CO$440,9700.03%4,461CommonSOLE
15101Q207CLSCELESTICA INC$436,3200.03%1,476CommonSOLE
032095101APHAMPHENOL CORP NEW$434,2050.03%3,213CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$430,0020.03%24,171CommonSOLE
06849F108BBARRICK MNG CORP$426,7900.03%9,800CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$426,5170.03%4,300CommonSOLE
92511U102VRRMVERRA MOBILITY CORP$426,2610.03%19,021CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$425,0560.03%13,859CommonSOLE
70451X104PAYOPAYONEER GLOBAL INC$424,3100.03%75,500CommonSOLE
806857108SLBSLB LIMITED$422,1800.03%11,000CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$421,4880.03%7,200CommonSOLE
89346D107TACTRANSALTA CORP$419,9510.03%33,224CommonSOLE
496902404KGCKINROSS GOLD CORP$418,3450.03%14,856CommonSOLE
75970E107RNSTRENASANT CORP$409,1860.03%11,618CommonSOLE
166764100CVXCHEVRON CORP NEW$402,3620.03%2,640CommonSOLE
89832Q109TFCTRUIST FINL CORP$400,3730.03%8,136CommonSOLE
880770102TERTERADYNE INC$398,5400.03%2,059CommonSOLE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$398,2780.03%18,473CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$395,9320.03%1,365CommonSOLE
063671101BMOBANK MONTREAL QUE$389,5000.03%3,001CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$388,4140.03%22,387CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$387,3930.03%13,900CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$382,7970.03%1,188CommonSOLE
004498101ACIWACI WORLDWIDE INC$382,4800.03%8,000CommonSOLE
172967424CCITIGROUP INC$378,1920.03%3,241CommonSOLE
704326107PAYXPAYCHEX INC$377,7100.03%3,367CommonSOLE
319383204BUSEFIRST BUSEY CORP$371,2190.03%15,604CommonSOLE
M4R82T106FVRRFIVERR INTL LTD$365,5600.03%18,500CommonSOLE
69888T207PARRPAR PAC HOLDINGS INC$365,4560.03%10,400CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$365,1700.03%2,650CommonSOLE
297602104ETDETHAN ALLEN INTERIORS INC$358,5880.03%15,700CommonSOLE
257651109DCIDONALDSON INC$354,6400.03%4,000CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC$350,9810.02%6,905CommonSOLE
26701L100BROSDUTCH BROS INC$347,7300.02%5,680CommonSOLE
118440106BKEBUCKLE INC$347,2300.02%6,500CommonSOLE
126117100CNACNA FINL CORP$347,2130.02%7,273CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$345,3810.02%3,151CommonSOLE
98980G102ZSZSCALER INC$344,8020.02%1,533CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$344,2970.02%1,992CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$343,7840.02%2,450CommonSOLE
G7S00T104PNRPENTAIR PLC$343,6620.02%3,300CommonSOLE
92343E102VRSNVERISIGN INC$343,0450.02%1,412CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$337,5190.02%1,175CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$332,8990.02%29,125CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$330,3780.02%13,152CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$330,2760.02%383CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$328,7850.02%6,900CommonSOLE
114340102AZTAAZENTA INC$328,6090.02%9,880CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$323,5320.02%3,600CommonSOLE
79546E104SBHSALLY BEAUTY HLDGS INC$319,5240.02%22,407CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$318,6750.02%3,500CommonSOLE
570535104MKLMARKEL GROUP INC$311,6990.02%145CommonSOLE
34959E109FTNTFORTINET INC$311,5250.02%3,923CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$309,4810.02%12,949CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$306,9140.02%1,895CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$306,6720.02%929CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$304,6680.02%10,800CommonSOLE
46590V100JBGSJBG SMITH PPTYS$303,9180.02%17,867CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$302,4640.02%10,880CommonSOLE
904311107UAAUNDER ARMOUR INC$297,2060.02%59,800CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$296,8910.02%1,225CommonSOLE
489170100KMTKENNAMETAL INC$292,6230.02%10,300CommonSOLE
736508847PORPORTLAND GEN ELEC CO$287,9400.02%6,000CommonSOLE
690742101OCOWENS CORNING NEW$286,9370.02%2,564CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$286,3120.02%3,504CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$284,4430.02%9,428CommonSOLE
G8473T100STESTERIS PLC$281,4070.02%1,110CommonSOLE
25787G100DFINDONNELLEY FINL SOLUTIONS INC$280,1400.02%6,000CommonSOLE
071705107BLCOBAUSCH PLUS LOMB CORP$280,1120.02%16,400CommonSOLE
71363P106PRDOPERDOCEO ED CORP$279,6030.02%9,533CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$276,5870.02%26,493CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$275,9740.02%3,496CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$275,1080.02%3,426CommonSOLE
651587107NEUNEWMARKET CORP$274,9040.02%400CommonSOLE
784730103SSRMSSR MINING IN$271,8960.02%12,404CommonSOLE
023135106AMZNAMAZON COM INC$271,2140.02%1,175CommonSOLE
04342Y104ASANASANA INC$270,9640.02%19,764CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$269,2390.02%4,246CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$264,7210.02%7,063CommonSOLE
98401F105XNCRXENCOR INC$263,3320.02%17,200CommonSOLE

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.