MondegarAI
VARCOV Co.

Q4 2025 · 13F-HR

VARCOV Co.holdings as filed

Filed 2026-02-17 · accession 0001214659-26-001992

$253.4M
Reported value
436
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · VARCOV Co. · Q4 2025

AI · grounded in 13F

VARCOV Co. established a new position in FIRST INDL RLTY TR INC FR worth $4.5M. The fund also initiated new stakes in CHEVRON CORP NEW CVX for $3.8M and COURSERA INC COUR for $2.9M. These moves contributed to a portfolio of 436 positions with total assets under management of $253.4M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
32054K103FRFIRST INDL RLTY TR INC$4.5M1.78%78,970CommonSOLE
166764100CVXCHEVRON CORP NEW$3.8M1.51%25,073CommonSOLE
22266M104COURCOURSERA INC$2.9M1.16%400,429CommonSOLE
960413102WLKWESTLAKE CORPORATION$2.6M1.04%35,597CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$2.6M1.04%73,747CommonSOLE
12468P104AIC3 AI INC$2.4M0.95%178,692CommonSOLE
775711104ROLROLLINS INC$2.2M0.88%37,326CommonSOLE
665859104NTRSNORTHERN TR CORP$2.1M0.81%15,091CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$2.0M0.81%33,790CommonSOLE
43283X105HGVHILTON GRAND VACATIONS INC$2.0M0.79%44,892CommonSOLE
21900C308CRMDCORMEDIX INC$2.0M0.78%170,890CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$1.9M0.76%2,500CommonSOLE
9026851067WHUDEMY INC$1.9M0.73%317,251CommonSOLE
22266T109CPNGCOUPANG INC$1.8M0.71%75,747CommonSOLE
81758H106SERVSERVE ROBOTICS INC$1.8M0.69%168,672CommonSOLE
423452101HPHELMERICH & PAYNE INC$1.7M0.69%60,640CommonSOLE
02079K305GOOGLALPHABET INC$1.7M0.68%5,520CommonSOLE
778296103ROSTROSS STORES INC$1.7M0.66%9,316CommonSOLE
42238D107HTFLHEARTFLOW INC$1.7M0.65%56,831CommonSOLE
171779309CIENCIENA CORP$1.6M0.63%6,821CommonSOLE
29272W109ENRENERGIZER HLDGS INC NEW$1.5M0.60%75,887CommonSOLE
88076W103TDCTERADATA CORP DEL$1.5M0.59%49,446CommonSOLE
457187102INGRINGREDION INC$1.5M0.58%13,426CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$1.5M0.58%3,252CommonSOLE
82452J109FOURSHIFT4 PMTS INC$1.5M0.58%23,299CommonSOLE
71722W107PHATPHATHOM PHARMACEUTICALS INC$1.4M0.57%86,759CommonSOLE
03852U106ARMKARAMARK$1.4M0.56%38,743CommonSOLE
421906108HCSGHEALTHCARE SVCS GROUP INC$1.4M0.56%74,627CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$1.4M0.55%7,302CommonSOLE
69553P100PDPAGERDUTY INC$1.4M0.54%103,535CommonSOLE
16935C109CHYMCHIME FINL INC$1.3M0.53%53,569CommonSOLE
68622V106OGNORGANON & CO$1.3M0.53%187,476CommonSOLE
48238T109OPLNOPENLANE INC$1.3M0.51%43,237CommonSOLE
52635N103LENZLENZ THERAPEUTICS INC$1.3M0.50%78,831CommonSOLE
501889208LKQLKQ CORP$1.3M0.50%41,666CommonSOLE
68571X301ORCORCHID IS CAP INC$1.3M0.50%174,624CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$1.2M0.48%29,573CommonSOLE
45778Q107NSPINSPERITY INC$1.2M0.48%31,150CommonSOLE
001744101AMNAMN HEALTHCARE SVCS INC$1.2M0.47%75,479CommonSOLE
293594107ENVXENOVIX CORPORATION$1.2M0.47%162,460CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1.2M0.47%29,500CommonSOLE
832248207SFDSMITHFIELD FOODS INC$1.2M0.46%51,720CommonSOLE
33748L101FWRGFIRST WATCH RESTAURANT GROUP$1.1M0.45%74,782CommonSOLE
753422104RPDRAPID7 INC$1.1M0.44%73,584CommonSOLE
747619104NXQUANEX BLDG PRODS CORP$1.1M0.44%72,389CommonSOLE
384802104GWWWW GRAINGER INC$1.1M0.44%1,098CommonSOLE
518613203LAURLAUREATE EDUCATION INC$1.1M0.43%32,617CommonSOLE
950810101WSBCWESBANCO INC$1.1M0.43%32,633CommonSOLE
142152107CAICARIS LIFE SCIENCES INC$1.1M0.43%40,037CommonSOLE
268150109DTDYNATRACE INC$1.1M0.43%24,882CommonSOLE
75134P600METCRAMACO RES INC$1.0M0.41%58,203CommonSOLE
552690109MDUMDU RES GROUP INC$1.0M0.41%53,391CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$1.0M0.41%43,174CommonSOLE
577081102MATMATTEL INC$1.0M0.41%51,746CommonSOLE
67401P405OCSLOAKTREE SPECIALTY LENDING CO$1.0M0.40%80,024CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$1.0M0.40%3,024CommonSOLE
00218A105ASPIASP ISOTOPES INC$1.0M0.40%188,649CommonSOLE
207410101CNMDCONMED CORP$1.0M0.40%24,805CommonSOLE
78435P105SEZLSEZZLE INC$1.0M0.40%15,839CommonSOLE
59356Q108MIAXMIAMI INTL HLDGS INC$993,6240.39%22,389CommonSOLE
024061103DCHAMERICAN AXLE & MFG HLDGS IN$991,6850.39%154,709CommonSOLE
126600105CVBFCVB FINL CORP$990,8780.39%53,273CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$990,3630.39%124,574CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$989,0740.39%46,240CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$984,9220.39%6,865CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$983,1700.39%224,468CommonSOLE
38147U107GSBDGOLDMAN SACHS BDC INC$971,7460.38%104,714CommonSOLE
03937C105ARCBARCBEST CORP$959,4250.38%12,932CommonSOLE
28035Q102EPCEDGEWELL PERS CARE CO$954,8510.38%56,003CommonSOLE
65341B106XIFRXPLR INFRASTRUCTURE LP$950,2200.38%95,022CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$946,7060.37%54,471CommonSOLE
436893200HOMBHOME BANCSHARES INC$943,7980.37%33,974CommonSOLE
16679L109CHWYCHEWY INC$942,2220.37%28,509CommonSOLE
70806A106PFLTPENNANTPARK FLOATING RATE CA$927,7230.37%100,078CommonSOLE
Y2106R110LPGDORIAN LPG LTD$923,9460.36%37,960CommonSOLE
89469A104THSTREEHOUSE FOODS INC$906,2810.36%38,418CommonSOLE
871332102SLVMSYLVAMO CORP$901,2240.36%18,717CommonSOLE
68389X105ORCLORACLE CORP$898,3400.35%4,609CommonSOLE
872540109TJXTJX COS INC NEW$890,4770.35%5,797CommonSOLE
918204108VFCV F CORP$890,3860.35%49,247CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$890,0720.35%32,844CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$886,6100.35%5,950CommonSOLE
911163103UNFIUNITED NAT FOODS INC$886,3960.35%26,326CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$868,1040.34%9,113CommonSOLE
629209305NMIHNMI HLDGS INC$866,2980.34%21,238CommonSOLE
680223104ORIOLD REP INTL CORP$854,1980.34%18,716CommonSOLE
647551100NMFCNEW MTN FIN CORP$852,9380.34%92,610CommonSOLE
74340W103PLDPROLOGIS INC.$846,3860.33%6,630CommonSOLE
580907103MHMCGRAW HILL INC$839,1740.33%50,859CommonSOLE
78454L100SMSM ENERGY CO$836,8250.33%44,750CommonSOLE
92852X103VTSVITESSE ENERGY INC$822,4980.32%42,705CommonSOLE
05329W102ANAUTONATION INC$797,4260.31%3,862CommonSOLE
624756102MLIMUELLER INDS INC$790,1680.31%6,883CommonSOLE
974637100WGOWINNEBAGO INDS INC$763,5180.30%18,843CommonSOLE
35138V102FOXFFOX FACTORY HLDG CORP$762,0450.30%44,538CommonSOLE
M8744T106TBLATABOOLA.COM LTD$761,3690.30%165,156CommonSOLE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$759,9140.30%2,938CommonSOLE
466313103JBLJABIL INC$747,9060.30%3,280CommonSOLE
03763A207ASTHASTRANA HEALTH INC$744,3500.29%30,002CommonSOLE
958102105WDCWESTERN DIGITAL CORP$740,5890.29%4,299CommonSOLE
413160102HLITHARMONIC INC$739,4160.29%74,764CommonSOLE
828730200SFNCSIMMONS 1ST NATL CORP$733,1900.29%38,896CommonSOLE
374297109GTYGETTY RLTY CORP NEW$732,5030.29%26,763CommonSOLE
11135E203BNLBROADSTONE NET LEASE INC$727,9420.29%41,908CommonSOLE
911363109URIUNITED RENTALS INC$721,9130.28%892CommonSOLE
46571Y107IIIVI3 VERTICALS INC$721,1140.28%28,627CommonSOLE
71944F106PHRPHREESIA INC$718,6940.28%42,476CommonSOLE
74766W108QUBTQUANTUM COMPUTING INC$709,3250.28%69,135CommonSOLE
343412102FLRFLUOR CORP NEW$705,4930.28%17,802CommonSOLE
117043109BCBRUNSWICK CORP$703,2760.28%9,473CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$700,8840.28%2,061CommonSOLE
85209W109SPTSPROUT SOCIAL INC$698,3000.28%61,961CommonSOLE
070830104BBWIBATH & BODY WORKS INC$696,1940.27%34,671CommonSOLE
687793109OSCROSCAR HEALTH INC$688,0790.27%47,883CommonSOLE
75513E101RTXRTX CORPORATION$687,9330.27%3,751CommonSOLE
81211K100SDASEALED AIR CORP NEW$685,9570.27%16,557CommonSOLE
637417106NNNNNN REIT INC$684,6880.27%17,277CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$682,8810.27%11,215CommonSOLE
889478103TOLTOLL BROTHERS INC$680,4270.27%5,032CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$674,5190.27%41,560CommonSOLE
292218104EIGEMPLOYERS HLDGS INC$673,1070.27%15,592CommonSOLE
71742Q106PAHCPHIBRO ANIMAL HEALTH CORP$671,6580.27%17,978CommonSOLE
52567D107LMNDLEMONADE INC$671,2270.26%9,430CommonSOLE
37045V100GMGENERAL MTRS CO$663,5710.26%8,160CommonSOLE
457152106INGMINGRAM MICRO HLDG CORP$656,9310.26%30,784CommonSOLE
86333M108LRNSTRIDE INC$634,1060.25%9,766CommonSOLE
81734D104SEPNSEPTERNA INC$631,0360.25%22,634CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$627,8630.25%7,655CommonSOLE
398433102GFFGRIFFON CORP$627,7930.25%8,524CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$627,5660.25%2,425CommonSOLE
023586100UHALU HAUL HOLDING COMPANY$623,9750.25%12,378CommonSOLE
229663109CUBECUBESMART$619,0150.24%17,171CommonSOLE
21874C102CNMCORE & MAIN INC$614,4410.24%11,823CommonSOLE
018802108LNTALLIANT ENERGY CORP$612,5240.24%9,422CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$607,9640.24%4,803CommonSOLE
93148P102WDWALKER & DUNLOP INC$607,1540.24%10,094CommonSOLE
38246G108GDRXGOODRX HLDGS INC$606,4820.24%223,794CommonSOLE
49803T300KRGKITE RLTY GROUP TR$601,8150.24%25,107CommonSOLE
06652K103BKUBANKUNITED INC$601,6060.24%13,498CommonSOLE
292554102ECPGENCORE CAP GROUP INC$598,8830.24%11,019CommonSOLE
302491303FMCFMC CORP$589,7390.23%42,519CommonSOLE
63942X106NVTSNAVITAS SEMICONDUCTOR CORP$589,4640.23%82,558CommonSOLE
267475101DYDYCOM INDS INC$587,9460.23%1,740CommonSOLE
14057J101CFFNCAPITOL FED FINL INC$586,8180.23%86,170CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC$583,7660.23%22,004CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$581,5590.23%20,179CommonSOLE
G63755105NIQNIQ GLOBAL INTELLIGENCE PLC$579,7720.23%35,159CommonSOLE
47103N106JBIJANUS INTERNATIONAL GROUP IN$577,1940.23%88,256CommonSOLE
896945201TRIPTRIPADVISOR INC$570,5340.23%39,185CommonSOLE
85423L103SAROSTANDARDAERO INC$567,3760.22%19,783CommonSOLE
48242W106KBRKBR INC$557,2520.22%13,862CommonSOLE
45569U101INDIINDIE SEMICONDUCTOR INC$556,3210.22%157,598CommonSOLE
69753M105PLMRPALOMAR HLDGS INC$556,2890.22%4,128CommonSOLE
222070203COTYCOTY INC$549,9030.22%178,540CommonSOLE
H11356104BGBUNGE GLOBAL SA$544,6350.21%6,114CommonSOLE
52603B107TREELENDINGTREE INC NEW$544,4910.21%10,256CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$542,8440.21%4,830CommonSOLE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$538,1190.21%14,369CommonSOLE
12662P108CVICVR ENERGY INC$537,9030.21%21,144CommonSOLE
264147109DCODUCOMMUN INC DEL$535,5820.21%5,630CommonSOLE
34959E109FTNTFORTINET INC$532,9210.21%6,711CommonSOLE
13765N107CNNECANNAE HLDGS INC$532,5860.21%33,858CommonSOLE
381013101GDENGOLDEN ENTMT INC$527,6220.21%19,405CommonSOLE
94106L109WMWASTE MGMT INC DEL$527,0840.21%2,399CommonSOLE
75629V104RXRXRECURSION PHARMACEUTICALS IN$525,7120.21%128,536CommonSOLE
830940102SKWDSKYWARD SPECIALTY INS GROUP$524,1840.21%10,256CommonSOLE
45256X103IBRXIMMUNITYBIO INC$523,8230.21%264,557CommonSOLE
00766T100ACMAECOM$520,5970.21%5,461CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$520,2740.21%6,532CommonSOLE
00847X104AGIOAGIOS PHARMACEUTICALS INC$520,0110.21%19,104CommonSOLE
92338C103VLTOVERALTO CORP$518,7560.20%5,199CommonSOLE
05589G102BWINTHE BALDWIN INSURANCE GRP IN$517,2220.20%21,524CommonSOLE
68170A108OMDAOMADA HEALTH INC$503,9820.20%31,938CommonSOLE
42727J102HRTGHERITAGE INSURANCE HLDGS INC$500,2290.20%17,096CommonSOLE
157210105CEVACEVA INC$498,1660.20%23,149CommonSOLE
53815P108RAMPLIVERAMP HLDGS INC$497,3520.20%16,934CommonSOLE
92511U102VRRMVERRA MOBILITY CORP$495,8440.20%22,126CommonSOLE
26154D100DFHDREAM FINDERS HOMES INC$494,0360.19%28,891CommonSOLE
74340E103PGNYPROGYNY INC$490,8480.19%19,114CommonSOLE
750940108RALRALLIANT CORP$489,5510.19%9,616CommonSOLE
485924104KRMNKARMAN HLDGS INC$485,4830.19%6,635CommonSOLE
15135B101CNCCENTENE CORP DEL$483,3890.19%11,747CommonSOLE
34354P105FLSFLOWSERVE CORP$477,9590.19%6,889CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$474,2640.19%4,705CommonSOLE
505336107LZBLA Z BOY INC$474,1860.19%12,723CommonSOLE
457642205INODINNODATA INC$473,6820.19%9,297CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$472,0620.19%976CommonSOLE
03762U105ARIAPOLLO COML REAL EST FIN INC$471,1450.19%48,672CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$469,5690.19%13,447CommonSOLE
85256A109STGWSTAGWELL INC$467,5770.18%95,619CommonSOLE
83444M101SOLVSOLVENTUM CORP$466,8030.18%5,891CommonSOLE
860372101STCSTEWART INFORMATION SVCS COR$460,9760.18%6,561CommonSOLE
M85548101SSYSSTRATASYS LTD$456,9930.18%52,649CommonSOLE
00091G104ACVAACV AUCTIONS INC$456,6910.18%56,944CommonSOLE
66661N886NPBNORTHPOINTE BANCSHARES INC.$451,5500.18%26,910CommonSOLE
87266M107TRTXTPG RE FIN TR INC$447,7460.18%52,003CommonSOLE
11135F101AVGOBROADCOM INC$445,4310.18%1,287CommonSOLE
524660107LEGLEGGETT & PLATT INC$443,7730.18%40,343CommonSOLE
969457100WMBWILLIAMS COS INC$441,9890.17%7,353CommonSOLE
415864107NVRIENVIRI CORP$440,2230.17%24,566CommonSOLE
451051106IBTAIBOTTA INC$438,8030.17%19,305CommonSOLE
85254J102STAGSTAG INDL INC$438,4370.17%11,927CommonSOLE
573075108MRTNMARTEN TRANS LTD$434,9780.17%38,223CommonSOLE
903002103UMHUMH PPTYS INC$433,9290.17%27,274CommonSOLE
440407104HBNCHORIZON BANCORP INC$431,8020.17%25,460CommonSOLE
30052F100EVGOEVGO INC$429,6880.17%147,659CommonSOLE
10948C107BVBRIGHTVIEW HLDGS INC$428,8920.17%33,851CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$428,0220.17%21,033CommonSOLE
08160H101BHEBENCHMARK ELECTRS INC$427,1720.17%9,990CommonSOLE
691543847OXLCOXFORD LANE CAP CORP$423,1250.17%28,902CommonSOLE
254604101IRONDISC MEDICINE INC$423,0170.17%5,327CommonSOLE
20786W107CNOBCONNECTONE BANCORP INC$422,0110.17%16,095CommonSOLE
91359V107UVEUNIVERSAL INS HLDGS INC$420,6410.17%12,445CommonSOLE
03071H100AMSFAMERISAFE INC$419,2840.17%10,916CommonSOLE
783549108RRYDER SYS INC$417,8040.16%2,183CommonSOLE
667340103NWBINORTHWEST BANCSHARES INC MD$417,2400.16%34,770CommonSOLE
83418M103SEISOLARIS ENERGY INFRAS INC$415,4310.16%9,037CommonSOLE
30260D103FIGSFIGS INC$409,4260.16%36,041CommonSOLE
387432107GRNTGRANITE RIDGE RESOURCES INC$404,5950.16%86,084CommonSOLE
45258J102IMVTIMMUNOVANT INC$403,8480.16%15,887CommonSOLE
917047102URBNURBAN OUTFITTERS INC$402,1890.16%5,344CommonSOLE
668771108GENGEN DIGITAL INC$401,1880.16%14,755CommonSOLE
66765N105NWNNORTHWEST NAT HLDG CO$398,5990.16%8,528CommonSOLE
G6375R107NESRNATIONAL ENERGY SERVICES REU$398,4370.16%25,443CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$395,7050.16%7,791CommonSOLE
83413U100SLRCSLR INVESTMENT CORP$395,3740.16%25,574CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$392,3300.15%16,561CommonSOLE
92538J106VERXVERTEX INC$390,9730.15%19,578CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$386,4880.15%49,741CommonSOLE
81619Q105SEMSELECT MED HLDGS CORP$386,2190.15%26,008CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$385,5400.15%2,169CommonSOLE
109696104BCOBRINKS CO$385,3260.15%3,301CommonSOLE
23282W605CYTKCYTOKINETICS INC$382,0660.15%6,013CommonSOLE
006739106ADUSADDUS HOMECARE CORP$381,6640.15%3,554CommonSOLE
047649108ATKRATKORE INC$381,0810.15%6,025CommonSOLE
86722A103SXCSUNCOKE ENERGY INC$380,3980.15%52,833CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$379,6370.15%21,304CommonSOLE
65487K100LASRNLIGHT INC$379,3760.15%10,114CommonSOLE
44952J104CRGYCRESCENT ENERGY COMPANY$377,6210.15%45,008CommonSOLE
649604840ADAMADAMAS TRUST INC.$377,2130.15%51,673CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$376,5260.15%4,911CommonSOLE
124411109BYBYLINE BANCORP INC$375,3060.15%12,875CommonSOLE
00912X302ALAIR LEASE CORP$374,0760.15%5,824CommonSOLE
67090S108NCDLNUVEEN CHURCHILL DIRECT LEND$371,3060.15%27,834CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$369,0890.15%12,444CommonSOLE
42328H109HLIOHELIOS TECHNOLOGIES INC$365,8720.14%6,840CommonSOLE
346375108FORMFORMFACTOR INC$365,1920.14%6,547CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$364,1410.14%3,718CommonSOLE
90385V107UCTTULTRA CLEAN HLDGS INC$361,3580.14%14,266CommonSOLE
65158N102NMRKNEWMARK GROUP INC$356,3370.14%20,550CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$353,8780.14%1,774CommonSOLE
426927109XHCHERITAGE COMM CORP$351,7010.14%29,284CommonSOLE
046224101ASTEASTEC INDS INC$350,9790.14%8,102CommonSOLE
890516107TRTOOTSIE ROLL INDS INC$349,8530.14%9,551CommonSOLE
453838609IBCPINDEPENDENT BK CORP MICH$349,0470.14%10,730CommonSOLE
143658300CCL1EURCARNIVAL CORP$348,3090.14%11,405CommonSOLE
78574H104SOCSABLE OFFSHORE CORP$346,6390.14%38,430CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$340,1510.13%4,447CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$336,8970.13%21,962CommonSOLE
62878D100NABLN-ABLE INC$336,5250.13%44,990CommonSOLE
235825205DANDANA INC$334,8020.13%14,091CommonSOLE
372460105GPCGENUINE PARTS CO$331,3770.13%2,695CommonSOLE
053774105CARAVIS BUDGET GROUP$330,6810.13%2,577CommonSOLE
55374X208MSIFMSC INCOME FUND INC$325,1230.13%24,743CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$324,1080.13%3,600CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$323,5000.13%2,760CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$322,9950.13%2,118CommonSOLE
70451X104PAYOPAYONEER GLOBAL INC$322,1330.13%57,319CommonSOLE
023576101AMTBAMERANT BANCORP INC$320,6270.13%16,434CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$320,0550.13%2,246CommonSOLE
82982T106SITMSITIME CORP$318,9310.13%903CommonSOLE
06759L103BBDCBARINGS BDC INC$317,2420.13%34,558CommonSOLE
105368203BDNBRANDYWINE RLTY TR$314,9370.12%107,855CommonSOLE
87652V109TASKTASKUS INC$314,1330.12%26,644CommonSOLE
27923Q109ECVTECOVYST INC$313,5300.12%32,223CommonSOLE
22948Q101CTOCTO RLTY GROWTH INC NEW$311,3130.12%16,910CommonSOLE
579780206MKCMCCORMICK & CO INC$310,4450.12%4,558CommonSOLE
049560105ATOATMOS ENERGY CORP$310,2830.12%1,851CommonSOLE
558256103MSGEMADISON SQUARE GARDEN ENTMT$309,5980.12%5,745CommonSOLE
094235108BLMNBLOOMIN BRANDS INC$309,4870.12%50,160CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$309,0310.12%1,561CommonSOLE
65290E101NXTNEXTPOWER INC$308,3690.12%3,540CommonSOLE
91359E105UHTUNIVERSAL HEALTH RLTY INCOME$307,5630.12%7,844CommonSOLE
00108J109ACMRACM RESH INC$306,0530.12%7,758CommonSOLE
69351T106PPLPPL CORP$304,6040.12%8,698CommonSOLE
76665T102REPXRILEY EXPLORATION PERMIAN IN$304,4180.12%11,531CommonSOLE
011311107ALGALAMO GROUP INC$304,3480.12%1,813CommonSOLE
191098102COKECOCA COLA CONS INC$302,0010.12%1,970CommonSOLE
10948W103AAMIACADIAN ASSET MANAGEMENT INC$300,8470.12%6,401CommonSOLE
338307101FIVNFIVE9 INC$299,8480.12%14,955CommonSOLE
36164V602GLIBAGCI LIBERTY INC$299,5690.12%8,125CommonSOLE
589400100MCYMERCURY GENL CORP NEW$299,2990.12%3,182CommonSOLE
05684B107BCSFBAIN CAP SPECIALTY FIN INC$299,0650.12%21,500CommonSOLE
75585H206REAXTHE REAL BROKERAGE INC$299,0340.12%81,927CommonSOLE
00130H105AESAES CORP$298,0710.12%20,786CommonSOLE
103002101BWMNBOWMAN CONSULTING GROUP LTD$295,7930.12%8,958CommonSOLE
75960P104RELYREMITLY GLOBAL INC$292,6980.12%21,210CommonSOLE
37892E102GICGLOBAL INDUSTRIAL COMPANY$292,6380.12%10,015CommonSOLE
11040G103VTOLBRISTOW GROUP INC$291,3490.11%7,956CommonSOLE
278642103EBAYEBAY INC.$290,0430.11%3,330CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$287,6630.11%3,297CommonSOLE
23331A109DHID R HORTON INC$285,6110.11%1,983CommonSOLE
50187T106LGIHLGI HOMES INC$282,0750.11%6,566CommonSOLE
832696405SJMSMUCKER J M CO$280,7150.11%2,870CommonSOLE
32020R109FFINFIRST FINL BANKSHARES INC$278,1790.11%9,313CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$277,1680.11%2,436CommonSOLE
422806109HEIHEICO CORP NEW$276,6690.11%855CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$276,0430.11%18,959CommonSOLE
146229109CRICARTERS INC$274,1960.11%8,455CommonSOLE
133131102CPTCAMDEN PPTY TR$273,3290.11%2,483CommonSOLE
50012A108KGSKODIAK GAS SVCS INC$272,4590.11%7,285CommonSOLE
084680107BBTBEACON FINANCIAL CORP.$272,0770.11%10,318CommonSOLE
03761U502MFICMIDCAP FINANCIAL INVSTMNT CO$271,4940.11%23,732CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$270,6690.11%1,375CommonSOLE
92828Q109VRTSVIRTUS INVT PARTNERS INC$270,3400.11%1,657CommonSOLE
53946R106LDILOANDEPOT INC$267,0550.11%129,012CommonSOLE
12326C105BFSTBUSINESS FIRST BANCSHARES IN$266,3670.11%10,190CommonSOLE
98937L105ZBIOZENAS BIOPHARMA INC$266,3340.11%7,335CommonSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$265,5400.10%23,171CommonSOLE
799566104SANASANA BIOTECHNOLOGY INC$264,1710.10%64,907CommonSOLE
836100107SOUNSOUNDHOUND AI INC$263,4970.10%26,429CommonSOLE
055477103BCAXBICARA THERAPEUTICS INC$263,4400.10%15,653CommonSOLE
149568107CVCOCAVCO INDS INC DEL$262,8790.10%445CommonSOLE
90184D100TWSTTWIST BIOSCIENCE CORP$262,5780.10%8,278CommonSOLE
670002401NVAXNOVAVAX INC$262,5100.10%39,064CommonSOLE
039697107ARDXARDELYX INC$262,3730.10%45,004CommonSOLE
00773J202SYRESPYRE THERAPEUTICS INC$262,3420.10%8,008CommonSOLE
68622P109ORICORIC PHARMACEUTICALS INC$262,0540.10%32,036CommonSOLE
G59665102MGTXMEIRAGTX HLDGS PLC$261,9130.10%32,945CommonSOLE
45826J105NTLAINTELLIA THERAPEUTICS INC$261,6900.10%29,109CommonSOLE
31816X106FLYFIREFLY AEROSPACE INC$261,6620.10%11,697CommonSOLE
87583X109TNGXTANGO THERAPEUTICS INC$261,2460.10%29,486CommonSOLE
91678A107UPBUPSTREAM BIO INC$261,1560.10%9,619CommonSOLE
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$261,1090.10%28,016CommonSOLE
916896103UECURANIUM ENERGY CORP$260,9200.10%22,339CommonSOLE
492327101KROSKEROS THERAPEUTICS INC$260,8120.10%12,810CommonSOLE
92337C203VSTMVERASTEM INC$260,7430.10%33,775CommonSOLE
35953D104FUBOGBPFUBOTV INC$260,7320.10%103,465CommonSOLE
631103108NDAQNASDAQ INC$260,4060.10%2,681CommonSOLE
89422G107TVTXTRAVERE THERAPEUTICS INC$260,3630.10%6,814CommonSOLE
Y2573F102FLEXFLEX LTD$260,2290.10%4,307CommonSOLE
38341P102GOSSGOSSAMER BIO INC$259,9910.10%83,868CommonSOLE
82835W108SPRYARS PHARMACEUTICALS INC$259,7950.10%22,300CommonSOLE
48662X105KBDCKAYNE ANDERSON BDC INC$259,2490.10%18,104CommonSOLE
099724106BWABORGWARNER INC$258,7350.10%5,742CommonSOLE
98985Y108ZYMEZYMEWORKS INC$258,5080.10%9,818CommonSOLE
39304D102GDOTGREEN DOT CORP$258,2750.10%20,162CommonSOLE
384747101GRALGRAIL INC$258,2250.10%3,017CommonSOLE
765504105RRRICHTECH ROBOTICS INC$256,8750.10%79,528CommonSOLE
670346105NUENUCOR CORP$256,5720.10%1,573CommonSOLE
04681Y103ASICATEGRITY SPECIALTY IN CO HO$256,5320.10%12,210CommonSOLE
90240B106TYRATYRA BIOSCIENCES INC$255,2230.10%9,708CommonSOLE
12504L109CBRECBRE GROUP INC$255,1740.10%1,587CommonSOLE
07831C103BRBRBELLRING BRANDS INC$255,0840.10%9,543CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$254,9010.10%7,397CommonSOLE
373865104GABCGERMAN AMERN BANCORP INC$254,7880.10%6,503CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$253,8260.10%10,838CommonSOLE
462260100IOVAIOVANCE BIOTHERAPEUTICS INC$253,3600.10%92,806CommonSOLE
90138F102TWLOTWILIO INC$252,3340.10%1,774CommonSOLE
448947507IDTIDT CORP$252,2600.10%4,926CommonSOLE
887399103MTUSMETALLUS INC$250,0730.10%14,573CommonSOLE
595112103MUMICRON TECHNOLOGY INC$249,1630.10%873CommonSOLE
28036F105EWTXEDGEWISE THERAPEUTICS INC$248,9940.10%10,034CommonSOLE
75943R102RLAYRELAY THERAPEUTICS INC$247,7850.10%29,289CommonSOLE
70202L102PSNPARSONS CORP DEL$245,5930.10%3,974CommonSOLE
25525P107DHCDIVERSIFIED HEALTHCARE TR$245,5890.10%50,637CommonSOLE
750917106RMBSRAMBUS INC DEL$245,5300.10%2,672CommonSOLE
428103105HESMHESS MIDSTREAM LP$244,7080.10%7,093CommonSOLE
98422E103XERSXERIS BIOPHARMA HOLDINGS INC$243,3890.10%31,005CommonSOLE
38046C109GOGOGOGO INC$243,1870.10%52,186CommonSOLE
92840M102VSTVISTRA CORP$242,8020.10%1,505CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$242,2300.10%855CommonSOLE
08975B109BBAIBIGBEAR AI HLDGS INC$239,6790.09%44,385CommonSOLE
766559702RIGLRIGEL PHARMACEUTICALS INC$238,1780.09%5,561CommonSOLE
902494103TSNTYSON FOODS INC$238,1140.09%4,062CommonSOLE
85914M107STEPSTEPSTONE GROUP INC$237,7500.09%3,705CommonSOLE
397624107GEFGREIF INC$237,4240.09%3,507CommonSOLE
69331C108PCGPG&E CORP$235,8750.09%14,678CommonSOLE
680665205OLNOLIN CORP$233,9830.09%11,233CommonSOLE
90364P105PATHUIPATH INC$233,4260.09%14,242CommonSOLE
03980N107ARDTARDENT HEALTH INC$232,4760.09%26,328CommonSOLE
25400W102APPSDIGITAL TURBINE INC$232,3250.09%46,465CommonSOLE
444859102HUMHUMANA INC$231,2850.09%903CommonSOLE
03213A104AMPLAMPLITUDE INC$228,6820.09%19,748CommonSOLE
12685J105CABOCABLE ONE INC$228,2960.09%2,023CommonSOLE
05561Q201BOKFBOK FINL CORP$227,3250.09%1,919CommonSOLE
978097103WWWWOLVERINE WORLD WIDE INC$227,1470.09%12,515CommonSOLE
22160N109CSGPCOSTAR GROUP INC$226,6660.09%3,371CommonSOLE
14174T107CTRECARETRUST REIT INC$226,6510.09%6,268CommonSOLE
146869102CVNACARVANA CO$226,2030.09%536CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$223,9680.09%2,225CommonSOLE
74017N105PGENPRECIGEN INC$223,7220.09%53,522CommonSOLE
55024U109LITELUMENTUM HLDGS INC$223,3660.09%606CommonSOLE
65339F101NEENEXTERA ENERGY INC$221,3320.09%2,757CommonSOLE
63888U108NGVCNATURAL GROCERS BY VITAMIN C$220,7160.09%8,811CommonSOLE
940610108WASHWASHINGTON TR BANCORP INC$219,9700.09%7,444CommonSOLE
87612E106TGTTARGET CORP$217,7870.09%2,228CommonSOLE
780287108RGLDROYAL GOLD INC$214,5100.08%965CommonSOLE
58450V104MAXMEDIAALPHA INC$214,2320.08%16,543CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$213,9530.08%5,620CommonSOLE
G65431127NENOBLE CORP PLC$209,7950.08%7,429CommonSOLE
598511103MOFGMIDWESTONE FINL GROUP INC NE$209,4400.08%5,440CommonSOLE
902653104UDRUDR INC$208,2690.08%5,678CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$207,2530.08%799CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC$206,6110.08%2,720CommonSOLE
390607109GLDDGREAT LAKES DREDGE & DOCK CO$206,5610.08%15,744CommonSOLE
553530106MSMMSC INDL DIRECT INC$204,6150.08%2,433CommonSOLE
94419L101WWAYFAIR INC$204,1340.08%2,033CommonSOLE
05990K106BANCBANC OF CALIFORNIA INC$204,0690.08%10,579CommonSOLE
505743104LADRLADDER CAP CORP$203,0290.08%18,474CommonSOLE
192108504CDECOEUR MNG INC$202,4600.08%11,355CommonSOLE
687380105ORRFORRSTOWN FINL SVCS INC$202,4250.08%5,715CommonSOLE
88556E102TDUPTHREDUP INC$201,0870.08%31,469CommonSOLE
83207R107SDHCSMITH DOUGLAS HOMES CORP$200,4690.08%11,954CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$200,2060.08%2,045CommonSOLE
342909108FLOCFLOWCO HLDGS INC$198,7380.08%10,605CommonSOLE
024013104AATAMERICAN ASSETS TR INC$197,8370.08%10,451CommonSOLE
92333F101VGVENTURE GLOBAL INC$197,4390.08%28,950CommonSOLE
088929104BGCBGC GROUP INC$195,4330.08%21,885CommonSOLE
18452B209CLSKCLEANSPARK INC$193,5650.08%19,127CommonSOLE
502160104LXULSB INDS INC$184,1360.07%21,663CommonSOLE
29082K105EMBCEMBECTA CORP$178,6990.07%15,042CommonSOLE
30212W100AGNTEXP WORLD HLDGS INC$178,1220.07%19,682CommonSOLE
58600110975ZSOHO HOUSE & CO INC$170,8670.07%19,070CommonSOLE
14575E105CARSCARS COM INC$170,0560.07%13,939CommonSOLE
68752M108OFIXORTHOFIX MED INC$163,8340.06%10,807CommonSOLE
87240R107TFSLTFS FINL CORP$145,7880.06%10,896CommonSOLE
87043Q108SGSWEETGREEN INC$140,8580.06%20,837CommonSOLE
65250K105NMAXNEWSMAX INC$138,5140.05%17,919CommonSOLE
74623V103PCTPURECYCLE TECHNOLOGIES INC$137,0710.05%15,957CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$136,5420.05%15,587CommonSOLE
138103106UTE0CANTALOUPE INC$134,0560.05%12,623CommonSOLE
00090Q103ADTADT INC DEL$105,0230.04%13,014CommonSOLE
651229106NWLNEWELL BRANDS INC$87,6880.03%23,572CommonSOLE
75776W103RDWREDWIRE CORPORATION$84,2160.03%11,081CommonSOLE
03748R747AIVAPARTMENT INVT & MGMT CO$79,1500.03%13,325CommonSOLE

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.