MondegarAI
DENALI ADVISORS LLC

Q1 2025 · 13F-HR

DENALI ADVISORS LLCholdings as filed

Filed 2025-05-05 · accession 0001398344-25-008639

$878.6M
Reported value
274
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$36.0M4.10%95,916CommonNONE
037833100AAPLAPPLE INC$35.5M4.03%159,592CommonNONE
67066G104NVDANVIDIA CORPORATION$31.1M3.54%286,768CommonNONE
023135106AMZNAMAZON COM INC$25.7M2.92%134,933CommonNONE
30303M102METAMETA PLATFORMS INC$19.0M2.16%32,930CommonNONE
02079K107GOOGALPHABET INC$18.2M2.07%116,463CommonNONE
04010L103ARCCARES CAPITAL CORP$12.8M1.45%576,560CommonNONE
64110L106NFLXNETFLIX INC$12.2M1.39%13,114CommonSOLE
532457108LLYELI LILLY & CO$11.2M1.27%13,516CommonNONE
00206R102TAT&T INC$10.7M1.22%378,643CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$10.6M1.21%11,198CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$10.1M1.15%310,891CommonNONE
11135F101AVGOBROADCOM INC$9.9M1.13%59,260CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$9.5M1.08%645,659CommonNONE
931142103WMTWALMART INC$9.3M1.05%105,443CommonSOLE
56035L104MAINMAIN STR CAP CORP$8.8M1.00%155,568CommonNONE
38173M102GBDCGOLUB CAP BDC INC$8.4M0.96%554,527CommonNONE
437076102HDHOME DEPOT INC$8.3M0.95%22,717CommonNONE
88160R101TSLATESLA INC$8.1M0.92%31,114CommonNONE
00162Q452AMLPALPS ETF TR$7.7M0.87%147,840CommonNONE
02209S103MOALTRIA GROUP INC$7.4M0.84%123,239CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$7.0M0.79%12,698CommonNONE
87901J105TGNATEGNA INC$6.9M0.79%380,710CommonNONE
29249E109ACTENACT HLDGS INC$6.9M0.78%198,094CommonNONE
45781M101INVAINNOVIVA INC$6.8M0.78%376,606CommonNONE
629209305NMIHNMI HLDGS INC$6.8M0.77%188,789CommonNONE
635017106FIZZNATIONAL BEVERAGE CORP$6.8M0.77%163,400CommonNONE
30231G102XOMEXXON MOBIL CORP$6.7M0.76%56,227CommonSOLE
457030104IMKTAINGLES MKTS INC$6.7M0.76%102,221CommonNONE
G0772R208NTBBANK OF NT BUTTERFIELD&SON L$6.6M0.75%170,386CommonNONE
302635206FSKFS KKR CAP CORP$6.6M0.75%315,805CommonNONE
427096508HTGCHERCULES CAPITAL INC$6.6M0.75%341,045CommonNONE
118440106BKEBUCKLE INC$6.5M0.74%169,512CommonNONE
320817109FRMEFIRST MERCHANTS CORP$6.5M0.74%160,379CommonNONE
861896108SNEXSTONEX GROUP INC$6.5M0.73%84,535CommonNONE
459044103IBOCINTERNATIONAL BANCSHARES COR$6.4M0.73%101,972CommonNONE
781846209RUSHARUSH ENTERPRISES INC$6.4M0.73%119,929CommonNONE
320209109FFBCFIRST FINL BANCORP OH$6.4M0.73%256,326CommonNONE
149150104CATYCATHAY GEN BANCORP$6.4M0.72%147,618CommonNONE
397624107GEFGREIF INC$6.3M0.72%115,167CommonNONE
58844R108MBINMERCHANTS BANCORP IND$6.3M0.72%170,154CommonNONE
26154D100DFHDREAM FINDERS HOMES INC$6.3M0.71%277,496CommonNONE
014752109ALXALEXANDERS INC$6.3M0.71%29,925CommonNONE
336901103SRCE1ST SOURCE CORP$6.3M0.71%104,551CommonNONE
346232101FORFORESTAR GROUP INC$6.2M0.71%295,104CommonNONE
293712105EFSCENTERPRISE FINL SVCS CORP$6.2M0.70%114,948CommonNONE
92840M102VSTVISTRA CORP$6.1M0.69%51,645CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.1M0.69%11,360CommonSOLE
43114Q105HPKHIGHPEAK ENERGY INC$6.0M0.68%471,548CommonNONE
46817M107JXNJACKSON FINANCIAL INC$5.8M0.66%69,146CommonNONE
981811102WORWORTHINGTON ENTERPRISES INC$5.7M0.65%114,752CommonNONE
94106L109WMWASTE MGMT INC DEL$5.6M0.64%24,291CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$5.6M0.64%51,560CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$5.6M0.63%32,628CommonSOLE
64031N108NNINELNET INC$5.5M0.63%49,534CommonNONE
Y1771G102CMRECOSTAMARE INC$5.5M0.62%555,073CommonNONE
689648103OTTROTTER TAIL CORP$5.5M0.62%67,959CommonNONE
78454L100SMSM ENERGY CO$5.2M0.59%172,344CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP$5.1M0.58%29,637CommonSOLE
83545G102SAHSONIC AUTOMOTIVE INC$5.1M0.58%88,885CommonNONE
20848V105CCSICONSENSUS CLOUD SOLUTIONS IN$5.0M0.56%215,016CommonNONE
665531307NOGNORTHERN OIL & GAS INC$4.9M0.56%161,360CommonNONE
37247D106GNWGENWORTH FINL INC$4.8M0.55%680,225CommonNONE
16411R208LNGCHENIERE ENERGY INC$4.8M0.55%20,693CommonSOLE
G39637205GOGLGOLDEN OCEAN GROUP LTD$4.8M0.54%598,732CommonNONE
71363P106PRDOPERDOCEO ED CORP$4.7M0.54%186,790CommonNONE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$4.6M0.52%203,438CommonNONE
14149Y108CAHCARDINAL HEALTH INC$4.6M0.52%33,040CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$4.5M0.51%18,170CommonSOLE
92826C839VVISA INC$4.3M0.49%12,192CommonNONE
05945F103BANFBANCFIRST CORP$4.3M0.48%38,721CommonNONE
68389X105ORCLORACLE CORP$4.1M0.46%29,213CommonSOLE
80007P869SDSANDRIDGE ENERGY INC$3.8M0.44%335,081CommonNONE
89677Q107TCOMTRIP COM GROUP LTD$3.8M0.43%59,584CommonSOLE
37892E102GICGLOBAL INDUSTRIAL COMPANY$3.7M0.42%165,779CommonNONE
496902404KGCKINROSS GOLD CORP$3.6M0.41%286,590CommonNONE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$3.6M0.40%458,400CommonSOLE
G35947202FLNGFLEX LNG LTD$3.6M0.40%154,568CommonNONE
59100U108CASHPATHWARD FINANCIAL INC$3.5M0.40%48,370CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$3.5M0.39%59,359CommonNONE
69318J100CNXNPC CONNECTION INC$3.3M0.38%53,023CommonNONE
20825C104COPCONOCOPHILLIPS$3.3M0.37%31,140CommonSOLE
G8726X106TNKTEEKAY TANKERS LTD$3.3M0.37%84,949CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.2M0.37%38,225CommonSOLE
Y7388L103SBSAFE BULKERS INC$3.2M0.37%870,415CommonNONE
580135101MCDMCDONALDS CORP$3.2M0.36%10,255CommonNONE
047649108ATKRATKORE INC$3.2M0.36%53,027CommonNONE
464287226AGGISHARES TR$3.1M0.36%31,576CommonSOLE
225655109CCAPCRESCENT CAP BDC INC$3.1M0.35%178,585CommonNONE
624580106MOVMOVADO GROUP INC$3.0M0.35%182,191CommonNONE
718172109PMPHILIP MORRIS INTL INC$3.0M0.35%19,122CommonNONE
07556Q881BZHBEAZER HOMES USA INC$3.0M0.34%147,777CommonNONE
020764106AMRALPHA METALLURGICAL RESOUR I$3.0M0.34%23,611CommonNONE
948849104WMKWEIS MKTS INC$2.9M0.34%38,219CommonNONE
719405102PLABPHOTRONICS INC$2.9M0.33%139,863CommonNONE
81762P102NOWSERVICENOW INC$2.9M0.33%3,613CommonNONE
740367404PFBCPREFERRED BK LOS ANGELES CA$2.9M0.32%34,113CommonNONE
750236101RDNRADIAN GROUP INC$2.8M0.31%83,376CommonNONE
67011P100DNOWDNOW INC$2.7M0.31%160,227CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.7M0.31%16,010CommonNONE
09290D101BLKBLACKROCK INC$2.7M0.30%2,830CommonSOLE
91388P105ULHUNIVERSAL LOGISTICS HLDGS IN$2.7M0.30%101,001CommonNONE
413197104HRMYHARMONY BIOSCIENCES HLDGS IN$2.6M0.30%79,367CommonNONE
140501107CSWCCAPITAL SOUTHWEST CORP$2.6M0.30%116,404CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$2.6M0.29%12,669CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.5M0.29%15,138CommonNONE
66987V109NVSNOVARTIS AG$2.4M0.28%21,936CommonNONE
Y2573F102FLEXFLEX LTD$2.4M0.27%72,920CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$2.4M0.27%25,764CommonNONE
74727A104QCRHQCR HOLDINGS INC$2.4M0.27%32,971CommonNONE
09624H208BXCBLUELINX HLDGS INC$2.3M0.27%31,223CommonNONE
297602104ETDETHAN ALLEN INTERIORS INC$2.3M0.26%83,040CommonNONE
48666K109KBHKB HOME$2.3M0.26%39,467CommonNONE
67401P405OCSLOAKTREE SPECIALTY LENDING CO$2.3M0.26%147,769CommonNONE
907818108UNPUNION PAC CORP$2.3M0.26%9,603CommonNONE
83413U100SLRCSLR INVESTMENT CORP$2.2M0.25%132,725CommonNONE
95040Q104WELLWELLTOWER INC$2.2M0.25%14,567CommonNONE
872280102CGBDCARLYLE SECURED LENDING INC$2.2M0.25%136,036CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.2M0.25%48,102CommonSOLE
153527205CENTACENTRAL GARDEN & PET CO$2.1M0.24%65,626CommonNONE
826917106SIGASIGA TECHNOLOGIES INC$2.1M0.24%390,530CommonNONE
29977A105EVREVERCORE INC$2.1M0.23%10,298CommonSOLE
704551100BTUPEABODY ENERGY CORP$2.0M0.23%151,258CommonNONE
58155Q103MCKMCKESSON CORP$2.0M0.23%3,018CommonNONE
48251W104KKRKKR & CO INC$2.0M0.23%17,540CommonNONE
63938C108NAVINAVIENT CORPORATION$2.0M0.23%158,987CommonNONE
38147U107GSBDGOLDMAN SACHS BDC INC$2.0M0.23%170,452CommonNONE
69318G106PBFPBF ENERGY INC$2.0M0.22%103,215CommonNONE
319383204BUSEFIRST BUSEY CORP$1.9M0.22%89,750CommonNONE
505743104LADRLADDER CAP CORP$1.9M0.22%166,081CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.9M0.21%3,741CommonNONE
G4690M101IBEXIBEX LTD$1.8M0.20%73,718CommonNONE
61774A103MSDLMORGAN STANLEY DIRECT LENDIN$1.8M0.20%89,262CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$1.8M0.20%46,149CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.7M0.20%1,212CommonNONE
770700102HOODROBINHOOD MKTS INC$1.7M0.19%40,820CommonSOLE
67103X102OFGOFG BANCORP$1.7M0.19%42,220CommonNONE
442487401HOVHOVNANIAN ENTERPRISES INC$1.7M0.19%15,814CommonNONE
911363109URIUNITED RENTALS INC$1.6M0.18%2,520CommonNONE
00164V103AMCXAMC NETWORKS INC$1.6M0.18%225,339CommonNONE
36467J108GLPIGAMING & LEISURE PPTYS INC$1.5M0.17%29,515CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$1.5M0.17%19,451CommonSOLE
803054204SAPSAP SE$1.5M0.17%5,492CommonNONE
147528103CASYCASEYS GEN STORES INC$1.5M0.17%3,391CommonNONE
040413205ANETARISTA NETWORKS INC$1.4M0.16%18,135CommonNONE
387432107GRNTGRANITE RIDGE RESOURCES INC$1.4M0.16%229,049CommonNONE
749660106RESRPC INC$1.4M0.16%251,925CommonNONE
858119100STLDSTEEL DYNAMICS INC$1.3M0.15%10,670CommonNONE
06759L103BBDCBARINGS BDC INC$1.3M0.15%138,153CommonNONE
647551100NMFCNEW MTN FIN CORP$1.3M0.15%118,966CommonNONE
11271J107BNBROOKFIELD CORP$1.3M0.15%24,961CommonNONE
760281204RBCAAREPUBLIC BANCORP INC KY$1.3M0.15%19,984CommonNONE
46284V101IRMIRON MTN INC DEL$1.3M0.14%14,586CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$1.3M0.14%12,677CommonNONE
780259305SHELSHELL PLC$1.2M0.14%16,911CommonNONE
46436E718SGOVISHARES TR$1.2M0.14%11,821CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1.2M0.14%34,700CommonNONE
038222105AMATAPPLIED MATLS INC$1.2M0.13%7,992CommonNONE
03761U502MFICMIDCAP FINANCIAL INVSTMNT CO$1.2M0.13%90,006CommonNONE
502175102LTCLTC PPTYS INC$1.2M0.13%32,622CommonNONE
166764100CVXCHEVRON CORP NEW$1.2M0.13%6,901CommonSOLE
863667101SYKSTRYKER CORPORATION$1.1M0.13%3,078CommonNONE
G42706104HGHAMILTON INSURANCE GROUP LTD$1.1M0.13%54,326CommonNONE
37733W204GSKGSK PLC$1.1M0.13%28,777CommonNONE
001055102AFLAFLAC INC$1.1M0.12%9,732CommonSOLE
02079K305GOOGLALPHABET INC$1.1M0.12%6,800CommonSOLE
046353108AZNNASTRAZENECA PLC$1.0M0.12%14,065CommonNONE
055622104BPBP PLC$1.0M0.12%30,537CommonNONE
461202103INTUINTUIT$1.0M0.12%1,670CommonNONE
92645B103VCTRVICTORY CAP HLDGS INC$1.0M0.12%17,707CommonNONE
G69451105PAXPATRIA INVESTMENTS LIMITED$1.0M0.12%90,242CommonNONE
060505104BACBANK AMERICA CORP$993,1740.11%23,800CommonSOLE
293389102EBFENNIS INC$987,9060.11%49,174CommonNONE
925652109VICIVICI PPTYS INC$972,4350.11%29,811CommonSOLE
253868103DLRDIGITAL RLTY TR INC$961,0450.11%6,707CommonNONE
026874784AIGAMERICAN INTL GROUP INC$938,9520.11%10,800CommonSOLE
149123101CATCATERPILLAR INC$934,9830.11%2,835CommonNONE
26875P101EOGEOG RES INC$923,3280.11%7,200CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$917,9410.10%6,942CommonNONE
124411109BYBYLINE BANCORP INC$910,8650.10%34,819CommonNONE
376535878GLADGLADSTONE CAPITAL CORP$910,8210.10%33,169CommonNONE
00436Q106ACELACCEL ENTERTAINMENT INC$899,1880.10%90,644CommonNONE
957090103WABCWESTAMERICA BANCORPORATION$896,5560.10%17,708CommonNONE
G27907107DOLEDOLE PLC$871,7690.10%60,330CommonNONE
717081103PFEPFIZER INC$864,0940.10%34,100CommonSOLE
40412C101HCAHCA HEALTHCARE INC$863,8750.10%2,500CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$861,2730.10%4,900CommonSOLE
478160104JNJJOHNSON & JOHNSON$845,2550.10%5,096CommonNONE
034164103ANDEANDERSONS INC$841,4280.10%19,600CommonNONE
92343E102VRSNVERISIGN INC$814,9230.09%3,210CommonSOLE
013091103ACIALBERTSONS COS INC$805,0100.09%36,608CommonSOLE
740444104PLPCPREFORMED LINE PRODS CO$803,9760.09%5,739CommonNONE
759530108RELXRELX PLC$795,6210.09%15,783CommonNONE
70806A106PFLTPENNANTPARK FLOATING RATE CA$793,9640.09%70,953CommonNONE
21871X109CRBGCOREBRIDGE FINL INC$765,5410.09%24,249CommonSOLE
708062104PNNTPENNANTPARK INVT CORP$764,5670.09%108,758CommonNONE
857477103STTSTATE STR CORP$754,8270.09%8,431CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$735,0120.08%9,608CommonSOLE
29082K105EMBCEMBECTA CORP$732,1820.08%57,426CommonNONE
064058100BKBANK NEW YORK MELLON CORP$723,2950.08%8,624CommonSOLE
35137L105FOXAFOX CORP$716,0470.08%12,651CommonSOLE
5168062058LP1VITAL ENERGY INC$710,1270.08%33,465CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$698,3530.08%14,546CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$694,9010.08%7,225CommonSOLE
709789101PEBOPEOPLES BANCORP INC$694,3700.08%23,411CommonNONE
745867101PHMPULTE GROUP INC$670,5640.08%6,523CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$644,1000.07%7,711CommonSOLE
37045V100GMGENERAL MTRS CO$639,6080.07%13,600CommonSOLE
37954Y830COPXGLOBAL X FDS$632,0740.07%16,178CommonSOLE
H2906T109GRMNGARMIN LTD$629,6770.07%2,900CommonSOLE
20030N101CMCSACOMCAST CORP NEW$612,5400.07%16,600CommonSOLE
05684B107BCSFBAIN CAP SPECIALTY FIN INC$602,3140.07%36,284CommonNONE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$599,8210.07%4,166CommonSOLE
91913Y100VLOVALERO ENERGY CORP$594,3150.07%4,500CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$593,9460.07%5,400CommonSOLE
40434L105HPQHP INC$591,5140.07%21,362CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$584,8280.07%11,047CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$559,9640.06%6,637CommonSOLE
M5425M103INMDINMODE LTD$559,7150.06%31,551CommonNONE
56585A102MPCMARATHON PETE CORP$553,6220.06%3,800CommonSOLE
00724F101ADBEADOBE INC$546,1470.06%1,424CommonNONE
62944T105NVRNVR INC$543,3290.06%75CommonSOLE
833034101SNASNAP ON INC$541,5750.06%1,607CommonSOLE
871332102SLVMSYLVAMO CORP$537,8340.06%8,019CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$536,4590.06%8,713CommonNONE
960413102WLKWESTLAKE CORPORATION$532,3600.06%5,322CommonSOLE
G02602103DOXAMDOCS LTD$531,6150.06%5,810CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$530,4640.06%7,535CommonSOLE
74348T102PSECPROSPECT CAP CORP$525,7720.06%128,237CommonNONE
Y41053102INSWINTERNATIONAL SEAWAYS INC$514,6000.06%15,500CommonNONE
713448108PEPPEPSICO INC$510,3070.06%3,404CommonNONE
693718108PCARPACCAR INC$506,3240.06%5,200CommonSOLE
81141R100SESEA LTD$503,0390.06%3,855CommonNONE
72147K108PPCPILGRIMS PRIDE CORP$499,8020.06%9,169CommonSOLE
670346105NUENUCOR CORP$495,4400.06%4,117CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$486,5750.06%9,751CommonSOLE
804395101BFSSAUL CTRS INC$484,1670.06%13,423CommonNONE
30190A104FGF&G ANNUITIES & LIFE INC$463,7470.05%12,864CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$463,3300.05%1,503CommonSOLE
438516106HONHONEYWELL INTL INC$460,9800.05%2,177CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC N$444,0790.05%1,205CommonSOLE
913456109UVVUNIVERSAL CORP VA$443,2430.05%7,908CommonNONE
90328M107USNAUSANA HEALTH SCIENCES INC$442,5510.05%16,409CommonNONE
088606108BHPBHP GROUP LTD$438,3650.05%9,031CommonNONE
45857P806IHGINTERCONTINENTAL HOTELS GROU$425,9760.05%3,887CommonNONE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$419,6120.05%9,200CommonNONE
06738E204BCSBARCLAYS PLC$410,8030.05%26,745CommonNONE
46434V423KSAISHARES TR$409,5630.05%9,900CommonNONE
87162W100SNXTD SYNNEX CORPORATION$406,5880.05%3,911CommonSOLE
46434G855RINGISHARES INC$403,6620.05%10,523CommonSOLE
675234108OCFCOCEANFIRST FINL CORP$403,3240.05%23,711CommonNONE
00181T107GOLDA-MARK PRECIOUS METALS INC$395,9750.05%15,608CommonNONE
668771108GENGEN DIGITAL INC$392,7920.04%14,800CommonSOLE
46429B598INDAISHARES TR$391,2480.04%7,600CommonNONE
670100205NVONOVO-NORDISK A S$390,9470.04%5,630CommonNONE
79546E104SBHSALLY BEAUTY HLDGS INC$389,1930.04%43,100CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$386,3830.04%28,348CommonNONE
30161Q104EXELEXELIXIS INC$377,7290.04%10,231CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$362,7150.04%9,827CommonSOLE
50060P106KOPKOPPERS HOLDINGS INC$361,2000.04%12,900CommonNONE
413216300HMYHARMONY GOLD MINING CO LTD$354,2740.04%23,986CommonNONE
57686G105MATXMATSON INC$351,1860.04%2,740CommonNONE
835699307SONYSONY GROUP CORP$313,3380.04%12,341CommonNONE
747525103QCOMQUALCOMM INC$307,2200.03%2,000CommonSOLE
F21107101CSTMCONSTELLIUM SE$300,3890.03%29,771CommonNONE
626717102MURMURPHY OIL CORP$255,6000.03%9,000CommonNONE
876030107TPRTAPESTRY INC$254,0390.03%3,608CommonSOLE
172755100CRUSCIRRUS LOGIC INC$239,8700.03%2,407CommonSOLE
05329W102ANAUTONATION INC$235,2700.03%1,453CommonSOLE
29364G103ETRENTERGY CORP NEW$230,8230.03%2,700CommonSOLE
50105F105KROKRONOS WORLDWIDE INC$229,8530.03%30,729CommonNONE
14040H105COFCAPITAL ONE FINL CORP$215,1600.02%1,200CommonSOLE
46434V779QATISHARES TR$90,9840.01%5,100CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$49,7320.01%630CommonSOLE

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.