MondegarAI
Fieldview Capital Management, LLC

Q1 2026 · 13F-HR

Fieldview Capital Management, LLCholdings as filed

Filed 2026-05-14 · accession 0001420506-26-000983

$342.6M
Reported value
468
Positions
2026-03-31
Period end
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The Brief · Fieldview Capital Management, LLC · Q1 2026

AI · grounded in 13F

Fieldview Capital Management, LLC exited its position in TJX for a reduction of $7.14M. The fund also closed positions in FITB and AAPL, reducing exposure by $6.81M and $6.17M respectively. On the buy side, the fund established a new position in FCNCA worth $3.67M and added TER with a $3.16M investment.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$3.7M1.07%1,947CommonSOLE
950810101WSBCWESBANCO INC$3.5M1.01%100,044CommonSOLE
09062X103BIIBBIOGEN INC$3.2M0.95%17,659CommonSOLE
880770102TERTERADYNE INC$3.2M0.92%10,667CommonSOLE
733174700BPOPPOPULAR INC$3.2M0.92%23,513CommonSOLE
11135E203BNLBROADSTONE NET LEASE INC$2.8M0.82%153,406CommonSOLE
89214P109TOWNTOWNEBANK PORTSMOUTH VA$2.8M0.81%82,283CommonSOLE
63633D104NHINATIONAL HEALTH INVS INC$2.8M0.80%34,041CommonSOLE
237266101DARDARLING INGREDIENTS INC$2.7M0.79%43,839CommonSOLE
053332102AZOAUTOZONE INC$2.6M0.75%763CommonSOLE
33829M101FIVEFIVE BELOW INC$2.5M0.73%10,884CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$2.5M0.72%43,682CommonSOLE
418056107HASHASBRO INC$2.5M0.72%26,369CommonSOLE
G52694109KNSAKINIKSA PHARMACEUTICALS INTL$2.5M0.72%51,072CommonSOLE
866674104SUISUN CMNTYS INC$2.4M0.69%18,853CommonSOLE
570535104MKLMARKEL GROUP INC$2.4M0.69%1,230CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$2.3M0.68%154,252CommonSOLE
750491102RDNTRADNET INC$2.2M0.64%39,509CommonSOLE
626755102MUSAMURPHY USA INC$2.2M0.64%4,454CommonSOLE
64031N108NNINELNET INC$2.1M0.61%16,194CommonSOLE
783549108RRYDER SYS INC$2.1M0.61%10,171CommonSOLE
88160R101TSLATESLA INC$2.1M0.60%5,556CommonSOLE
646025106NJRNEW JERSEY RES CORP$2.1M0.60%37,475CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$2.0M0.60%12,393CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$2.0M0.59%8,620CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$2.0M0.58%41,310CommonSOLE
876030107TPRTAPESTRY INC$2.0M0.58%14,023CommonSOLE
871829107SYYSYSCO CORP$1.9M0.56%27,043CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$1.9M0.56%9,683CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$1.9M0.55%41,182CommonSOLE
00123Q104AGNCAGNC INVT CORP$1.9M0.55%187,686CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$1.9M0.54%11,059CommonSOLE
729132100PLXSPLEXUS CORP$1.9M0.54%9,191CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$1.9M0.54%24,026CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.8M0.53%1,805CommonSOLE
126600105CVBFCVB FINL CORP$1.8M0.52%92,243CommonSOLE
649445400FLGFLAGSTAR BANK NATIONAL ASSOC$1.8M0.51%133,737CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$1.7M0.51%5,275CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1.7M0.51%6,117CommonSOLE
011659109ALKALASKA AIR GROUP INC$1.7M0.50%46,880CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.7M0.50%37,059CommonSOLE
78467J100SSNCSS&C TECH HLDGS$1.7M0.50%25,116CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$1.7M0.49%16,718CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.6M0.47%16,310CommonSOLE
90353W103UIUBIQUITI INC$1.6M0.47%2,033CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$1.6M0.47%729CommonSOLE
828730200SFNCSIMMONS FIRST NATL CORP$1.5M0.45%79,406CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$1.5M0.45%29,853CommonSOLE
65158N102NMRKNEWMARK GROUP INC$1.5M0.45%102,098CommonSOLE
G29018101DLODLOCAL LTD$1.5M0.44%117,089CommonSOLE
117043109BCBRUNSWICK CORP$1.5M0.44%20,726CommonSOLE
27627N105EBCEASTERN BANKSHARES INC$1.5M0.44%76,451CommonSOLE
12662P108CVICVR ENERGY INC$1.5M0.43%43,530CommonSOLE
172908105CTASCINTAS CORP$1.5M0.43%8,634CommonSOLE
16679L109CHWYCHEWY INC$1.5M0.43%54,077CommonSOLE
318672706FBPFIRST BANCORP CORPORATION$1.4M0.42%66,930CommonSOLE
009066101ABNBAIRBNB INC$1.4M0.40%10,905CommonSOLE
001055102AFLAFLAC INC$1.4M0.40%12,489CommonSOLE
M5216V106GLBEGLOBAL E ONLINE LTD$1.4M0.40%44,356CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$1.4M0.40%15,194CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.3M0.39%14,597CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC DEL$1.3M0.39%20,557CommonSOLE
855244109SBUXSTARBUCKS CORP$1.3M0.39%14,867CommonSOLE
68278B107K4FONESTREAM INC$1.3M0.38%54,807CommonSOLE
189054109CLXCLOROX CO DEL$1.3M0.38%12,638CommonSOLE
00912X302ALAIR LEASE CORP$1.3M0.38%19,958CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$1.3M0.38%28,961CommonSOLE
172967424CCITIGROUP INC$1.3M0.37%11,310CommonSOLE
146869102CVNACARVANA CO$1.3M0.37%4,051CommonSOLE
70439P108PAYPAYMENTUS HOLDINGS INC$1.3M0.37%49,722CommonSOLE
919794107VLYVALLEY NATL BANCORP$1.3M0.37%102,779CommonSOLE
302520101FNBF N B CORP$1.3M0.36%74,763CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$1.2M0.36%27,589CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$1.2M0.35%22,520CommonSOLE
902973304USBUS BANCORP$1.2M0.35%23,157CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$1.2M0.35%10,237CommonSOLE
16115Q308GTLSCHART INDS INC$1.2M0.34%5,634CommonSOLE
91529Y106UNMUNUM GROUP$1.2M0.34%15,825CommonSOLE
459044103IBOCINTERNATIONAL BANCSHARES COR$1.2M0.34%17,124CommonSOLE
901109108TPCTUTOR PERINI CORP$1.1M0.34%14,874CommonSOLE
109641100EATBRINKER INTL INC$1.1M0.33%7,875CommonSOLE
156431108CENXCENTURY ALUM CO$1.1M0.33%19,000CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$1.1M0.32%303,324CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$1.1M0.32%5,572CommonSOLE
55277P104MGEEMGE ENERGY INC$1.1M0.32%14,066CommonSOLE
826919102SLABSILICON LABORATORIES INC$1.1M0.31%5,145CommonSOLE
75970E107RNSTRENASANT CORP$1.1M0.31%29,626CommonSOLE
50050N103KTBKONTOOR BRANDS INC$1.1M0.31%15,076CommonSOLE
87305R109TTMITTM TECHNOLOGIES INC$1.0M0.30%10,638CommonSOLE
872657101TPGTPG INC$1.0M0.30%25,419CommonSOLE
497266106KEXKIRBY CORP$1.0M0.30%7,748CommonSOLE
G0260P102ASAMER SPORTS INC$1.0M0.30%31,271CommonSOLE
149150104CATYCATHAY GEN BANCORP$1.0M0.30%20,627CommonSOLE
74276R102PRVAPRIVIA HEALTH GROUP INC$1.0M0.30%49,951CommonSOLE
133131102CPTCAMDEN PPTY TR$1.0M0.30%10,497CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.0M0.30%8,848CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.0M0.29%6,150CommonSOLE
039653100ACAARCOSA INC$1.0M0.29%9,450CommonSOLE
057665200BCPCBALCHEM CORP$1.0M0.29%5,903CommonSOLE
49427F108KRCKILROY REALTY CORP$997,7590.29%35,369CommonSOLE
980745103WWDWOODWARD INC$994,3020.29%2,778CommonSOLE
705573103PEGAPEGASYSTEMS INC$980,4120.29%23,036CommonSOLE
69047Q102OVVOVINTIV INC$975,7000.28%16,437CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$974,9690.28%13,010CommonSOLE
68268W103OMFONEMAIN HLDGS INC$974,5340.28%18,219CommonSOLE
364760108GAPGAP INC$961,3210.28%39,724CommonSOLE
143130102KMXCARMAX INC$952,0990.28%22,898CommonSOLE
903731107ULSUL SOLUTIONS INC$948,5530.28%11,067CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDGS$945,7340.28%50,574CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$942,4050.28%39,848CommonSOLE
687793109OSCROSCAR HEALTH INC$942,0310.27%82,130CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$941,2100.27%1,941CommonSOLE
922475108VEEVVEEVA SYS INC$937,4970.27%5,337CommonSOLE
H2906T109GRMNGARMIN LTD$934,0720.27%4,026CommonSOLE
86627T108SMMTSUMMIT THERAPEUTICS INC$932,9080.27%49,204CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$929,6410.27%14,815CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$902,7550.26%38,107CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$902,6360.26%15,990CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$897,3800.26%8,306CommonSOLE
30190A104FGF&G ANNUITIES & LIFE INC$895,7460.26%35,377CommonSOLE
50212V100LPLALPL FINL HLDGS INC$879,9280.26%2,925CommonSOLE
917047102URBNURBAN OUTFITTERS INC$879,6150.26%13,885CommonSOLE
790148100JOEST JOE CO$870,8480.25%13,867CommonSOLE
493267108KEYKEYCORP$869,6690.25%43,375CommonSOLE
941848103WATWATERS CORP$855,2820.25%2,872CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$854,3820.25%12,343CommonSOLE
574795100MASIMASIMO CORP$850,9300.25%4,784CommonSOLE
29275Y102ENSENERSYS$845,1480.25%4,865CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$842,4470.25%18,386CommonSOLE
925815102VICRVICOR CORP$830,4380.24%5,158CommonSOLE
45167R104IEXIDEX CORP$817,7190.24%4,314CommonSOLE
023135106AMZNAMAZON COM INC$816,0020.24%3,918CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$811,0340.24%8,548CommonSOLE
199908104FIXCOMFORT SYS USA INC$810,8460.24%588CommonSOLE
45867G101IDCCINTERDIGITAL INC$805,7360.24%2,668CommonSOLE
012653101ALBALBEMARLE CORP$795,4970.23%4,431CommonSOLE
315616102FFIVF5 INC$794,5000.23%2,746CommonSOLE
655663102NDSNNORDSON CORP$794,4550.23%2,986CommonSOLE
902681105UGIUGI CORP NEW$783,7950.23%21,521CommonSOLE
87265H109T86TRI POINTE HOMES INC$783,3350.23%16,763CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$778,6770.23%8,050CommonSOLE
04010L103ARCCARES CAPITAL CORP$775,8870.23%43,057CommonSOLE
68236H204ONDSONDAS INC$772,6670.23%85,472CommonSOLE
37045V100GMGENERAL MTRS CO$769,7340.22%10,332CommonSOLE
00737L103CVSACOVISTA INC$765,8360.22%6,645CommonSOLE
67079K100SMRNUSCALE PWR CORP$765,3800.22%70,607CommonSOLE
093712107BEBLOOM ENERGY CORP$761,7250.22%5,622CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$759,6160.22%6,836CommonSOLE
704326107PAYXPAYCHEX INC$757,2260.22%8,220CommonSOLE
25809K105DASHDOORDASH INC$734,5340.21%4,892CommonSOLE
M98068105WIXWIX COM LTD$733,9800.21%8,149CommonSOLE
G87110105FTITECHNIPFMC PLC$733,1240.21%10,605CommonSOLE
H11356104BGBUNGE GLOBAL SA$732,6720.21%5,760CommonSOLE
045487105ASBASSOCIATED BANC-CORP$730,1570.21%28,235CommonSOLE
576323109MTZMASTEC INC$725,8450.21%2,256CommonSOLE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$724,4990.21%11,555CommonSOLE
604749101MIRMMIRUM PHARMACEUTICALS INC$723,5200.21%7,832CommonSOLE
80706P103SRRKSCHOLAR ROCK HLDG CORP$720,0960.21%14,648CommonSOLE
77543R102ROKUROKU INC$717,3140.21%7,581CommonSOLE
361448103GATXGATX CORP$716,7670.21%4,198CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$716,3650.21%34,507CommonSOLE
750236101RDNRADIAN GROUP INC$710,0620.21%21,465CommonSOLE
H5919C104ONONON HLDG AG$704,5880.21%20,711CommonSOLE
55306N104MKSIMKS INC.$700,6910.20%3,049CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$699,0380.20%4,233CommonSOLE
88146M101TRNOTERRENO RLTY CORP$697,6080.20%11,358CommonSOLE
Y7542C130STNGSCORPIO TANKERS INC$694,4870.20%9,302CommonSOLE
580135101MCDMCDONALDS CORP$690,2650.20%2,221CommonSOLE
19247G107COHRCOHERENT CORP$685,3300.20%2,877CommonSOLE
879369106TFXTELEFLEX INCORPORATED$682,3750.20%5,705CommonSOLE
05464C101AXONAXON ENTERPRISE INC$681,6270.20%1,605CommonSOLE
693656100PVHPVH CORPORATION$679,8110.20%9,745CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$675,4730.20%8,151CommonSOLE
832696405SJMSMUCKER J M CO$674,5980.20%6,995CommonSOLE
406216101HALHALLIBURTON CO$672,5780.20%17,250CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$670,9940.20%9,988CommonSOLE
989701107ZIONZIONS BANCORPORATION NATL AS$670,9270.20%11,644CommonSOLE
819047101SHAKSHAKE SHACK INC$668,6560.20%7,558CommonSOLE
122017106BURLBURLINGTON STORES INC$667,0290.19%2,050CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$664,6080.19%8,832CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$664,1020.19%8,261CommonSOLE
56035L104MAINMAIN STR CAP CORP$663,3770.19%12,526CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$663,0890.19%8,231CommonSOLE
03152W109AM6AMICUS THERAPEUTIC$649,9480.19%44,948CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$647,6640.19%3,731CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$642,7700.19%3,400CommonSOLE
778296103ROSTROSS STORES INC$642,0910.19%2,964CommonSOLE
695156109PKGPACKAGING CORP AMER$639,4190.19%3,013CommonSOLE
303075105FDSFACTSET RESH SYS INC$638,6020.19%2,943CommonSOLE
781154109RBRKRUBRIK INC.$628,4320.18%12,833CommonSOLE
26603R106DUOLDUOLINGO INC$624,9340.18%6,340CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$623,9650.18%32,566CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$622,5620.18%19,449CommonSOLE
688239201OSKOSHKOSH CORP$621,3730.18%4,221CommonSOLE
780287108RGLDROYAL GOLD INC$620,1920.18%2,437CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$616,2970.18%44,789CommonSOLE
736508847PORPORTLAND GEN ELEC CO$614,2430.18%11,640CommonSOLE
69007J304OUTOUTFRONT MEDIA INC$604,0940.18%22,796CommonSOLE
427096508HTGCHERCULES CAPITAL INC$596,9740.17%40,418CommonSOLE
03852U106ARMKARAMARK$592,5730.17%14,617CommonSOLE
81211K100SDASEALED AIR CORP NEW$592,2320.17%14,084CommonSOLE
G8588X103SGHCSUPER GROUP SGHC LIMITED$591,5810.17%54,776CommonSOLE
518439104ELLAUDER ESTEE COS INC$588,2990.17%8,197CommonSOLE
91332U101UUNITY SOFTWARE INC$588,2550.17%26,812CommonSOLE
75960P104RELYREMITLY GLOBAL INC$586,0270.17%37,398CommonSOLE
67066G104NVDANVIDIA CORPORATION$584,4140.17%3,351CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$583,4420.17%6,339CommonSOLE
81764X103TTANSERVICETITAN INC$582,5630.17%9,180CommonSOLE
594918104MSFTMICROSOFT CORP$580,4270.17%1,568CommonSOLE
88579Y101MMM3M CO$578,5960.17%3,984CommonSOLE
366505105GTXGARRETT MOTION INC$571,1190.17%31,432CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$563,2020.16%20,172CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$561,7040.16%12,474CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$557,6530.16%23,490CommonSOLE
302941109FCNFTI CONSULTING INC$556,8260.16%3,150CommonSOLE
384637104GHCGRAHAM HLDGS CO$546,6030.16%517CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$545,2350.16%25,219CommonSOLE
04010E109AGXARGAN INC$542,4710.16%996CommonSOLE
55024U109LITELUMENTUM HLDGS INC$538,3140.16%766CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$532,6570.16%7,249CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$523,2710.15%3,327CommonSOLE
92047W101VVVVALVOLINE INC$520,3220.15%15,449CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$518,8940.15%8,160CommonSOLE
204166102CVLTCOMMVAULT SYS INC$517,1900.15%6,640CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$517,0900.15%3,533CommonSOLE
013872106AAALCOA CORP$516,0470.15%7,780CommonSOLE
92826C839VVISA INC$514,4120.15%1,702CommonSOLE
G6700G107NVTNVENT ELEC PLC$513,4530.15%4,341CommonSOLE
G491BT108IVZINVESCO LTD$510,5270.15%21,018CommonSOLE
18915M107NETCLOUDFLARE INC$510,0720.15%2,472CommonSOLE
45073V108ITTITT INC$509,4770.15%2,674CommonSOLE
38526M106LOPEGRAND CANYON ED INC$508,9000.15%2,993CommonSOLE
929740108WABWABTEC$507,8170.15%2,032CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$507,3550.15%2,401CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$506,0510.15%44,158CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD$506,0240.15%18,268CommonSOLE
72703H101PLNTPLANET FITNESS MASTER ISSUER$504,7430.15%6,786CommonSOLE
759351604RGAREINSURANCE GROUP AMER INC$504,4790.15%2,471CommonSOLE
252828108DNTHDIANTHUS THERAPEUTICS INC$501,2540.15%5,973CommonSOLE
229663109CUBECUBESMART$499,9430.15%13,641CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$498,0000.15%5,062CommonSOLE
29444U700EQIXEQUINIX INC$496,9820.15%507CommonSOLE
896239100TRMBTRIMBLE INC$496,8570.15%7,617CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$496,2770.14%31,711CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$496,1700.14%3,789CommonSOLE
002474104AZZAZZ INC$495,3900.14%3,959CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$495,3520.14%1,867CommonSOLE
69318G106PBFPBF ENERGY INC$495,3430.14%10,402CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$494,7420.14%2,432CommonSOLE
031100100AMEAMETEK INC$494,1000.14%2,305CommonSOLE
741623102PRMBPRIMO BRANDS CORPORATION$493,0450.14%26,184CommonSOLE
75513E101RTXRTX CORPORATION$492,2810.14%2,552CommonSOLE
004498101ACIWACI WORLDWIDE INC$491,8330.14%11,993CommonSOLE
80689H102SNDRSCHNEIDER NATIONAL INC$491,7990.14%18,657CommonSOLE
48242W106KBRKBR INC$489,5750.14%13,282CommonSOLE
03027X100AMTAMERICAN TOWER CORP$489,2640.14%2,835CommonSOLE
52661A108DRSLEONARDO DRS INC$489,0080.14%10,984CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$488,1400.14%2,490CommonSOLE
12504L109CBRECBRE GROUP INC$487,6560.14%3,600CommonSOLE
216648501COOCOOPER COS INC$487,4160.14%6,817CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$487,3260.14%1,698CommonSOLE
81730H109SSENTINELONE INC$487,3150.14%37,835CommonSOLE
689648103OTTROTTER TAIL CORP$483,1740.14%5,505CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$482,6180.14%3,952CommonSOLE
49177J102KVUEKENVUE INC$481,1680.14%27,910CommonSOLE
683344105ONTOONTO INNOVATION INC$480,6840.14%2,344CommonSOLE
G85158106STNESTONECO LTD$480,0940.14%34,001CommonSOLE
93627C101HCCWARRIOR MET COAL INC$479,9090.14%5,152CommonSOLE
12514G108CDWCDW CORP$473,1880.14%3,910CommonSOLE
624758108MWAMUELLER WTR PRODS INC$469,0620.14%17,063CommonSOLE
969457100WMBWILLIAMS COS INC$468,7760.14%6,441CommonSOLE
836100107SOUNSOUNDHOUND AI INC$466,2050.14%67,861CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$466,0530.14%16,825CommonSOLE
278642103EBAYEBAY INC.$465,9310.14%5,119CommonSOLE
93403J106WRBYWARBY PARKER INC$465,5000.14%22,093CommonSOLE
03783C100APPFAPPFOLIO INC$464,4640.14%2,943CommonSOLE
31428X106FDXFEDEX CORP$460,8970.13%1,294CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$460,7070.13%1,550CommonSOLE
G0250X149AMCRAMCOR PLC$459,0330.13%11,548CommonSOLE
30303M102METAMETA PLATFORMS INC$456,5600.13%798CommonSOLE
49845K101KVYOKLAVIYO INC$453,3210.13%23,295CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$451,0560.13%28,404CommonSOLE
125269100CFCF INDUSTRIES HOLD$450,6750.13%3,471CommonSOLE
00246W103AXTIAXT INC$450,5980.13%7,908CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$441,4740.13%40,764CommonSOLE
37247D106GNWGENWORTH FINL INC$438,5290.13%54,006CommonSOLE
205768302CRKCOMSTOCK RES INC$433,8260.13%20,580CommonSOLE
235825205DANDANA INC$432,3350.13%12,848CommonSOLE
92556V106VTRSVIATRIS INC$431,6580.13%31,951CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$431,6020.13%11,534CommonSOLE
M7S64H106MNDYMONDAY COM LTD$428,5510.13%6,201CommonSOLE
004225108ACADACADIA PHARMACEUTICALS INC$425,8780.12%19,132CommonSOLE
42226A107HQYHEALTHEQUITY INC$425,7060.12%5,094CommonSOLE
74736L109QTWOQ2 HLDGS INC$425,3690.12%8,993CommonSOLE
17275R102CSCOCISCO SYS INC$423,9520.12%5,464CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$414,5100.12%5,047CommonSOLE
02079K305GOOGLALPHABET INC$413,5110.12%1,438CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$412,8750.12%11,072CommonSOLE
T9224W109STVNSTEVANATO GROUP S P A$409,8330.12%29,806CommonSOLE
15118V207CELHCELSIUS HLDGS INC$409,4040.12%11,539CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$408,6970.12%9,022CommonSOLE
460146103IPINTERNATIONAL PAPER CO$408,1220.12%11,432CommonSOLE
86333M108LRNSTRIDE INC$407,6980.12%4,624CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$406,6340.12%5,501CommonSOLE
166764100CVXCHEVRON CORPORATION$404,4900.12%1,955CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$403,8480.12%2,945CommonSOLE
G0403H108AONAON PLC$403,7980.12%1,251CommonSOLE
268150109DTDYNATRACE INC$403,5260.12%10,912CommonSOLE
04621X108AIZASSURANT INC$402,0770.12%1,846CommonSOLE
59001A102MTHMERITAGE HOMES CORP$401,9600.12%6,500CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$399,6690.12%674CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$399,0090.12%11,826CommonSOLE
29249E109ACTENACT HLDGS INC$397,7340.12%9,746CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$394,6220.12%4,199CommonSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$394,0380.12%1,223CommonSOLE
46266C105IQVIQVIA HLDGS INC$389,0020.11%2,281CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$384,5170.11%5,653CommonSOLE
91913Y100VLOVALERO ENERGY CORP$383,9620.11%1,554CommonSOLE
08265T208BSYBENTLEY SYS INC$383,2650.11%10,913CommonSOLE
85914M107STEPSTEPSTONE GROUP INC$382,3800.11%8,013CommonSOLE
149568107CVCOCAVCO INDS INC DEL$381,1360.11%787CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$377,1040.11%6,475CommonSOLE
767292105RIOTRIOT PLATFORMS INC$376,4980.11%30,461CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$375,8610.11%14,275CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$375,5810.11%13,041CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$369,4440.11%1,214CommonSOLE
422704106HLHECLA MINING COMPANY$368,6690.11%19,789CommonSOLE
053807103AVTAVNET INC$367,9950.11%5,972CommonSOLE
231021106CMICUMMINS INC$366,3920.11%681CommonSOLE
816851109SRESEMPRA$364,9710.11%3,756CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$364,3500.11%12,001CommonSOLE
29472R108ELSEQUITY LIFESTYLE PROPERTIES$361,5370.11%5,792CommonSOLE
48238T109OPLNOPENLANE INC$360,8190.11%12,378CommonSOLE
513272104LWLAMB WESTON HLDGS INC$359,8020.11%8,514CommonSOLE
457669307INSMINSMED INC$359,5800.10%2,199CommonSOLE
680665205OLNOLIN CORP$357,5330.10%12,026CommonSOLE
50189K103LCIILCI INDS$357,5030.10%2,907CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$356,3230.10%7,686CommonSOLE
38173M102GBDCGOLUB CAP BDC INC$356,2020.10%28,136CommonSOLE
218937100CNRCORE NATURAL RESOURCES INC$355,3490.10%3,393CommonSOLE
69370C100PTCPTC INC$354,8000.10%2,490CommonSOLE
81762P102NOWSERVICENOW INC$353,6930.10%3,383CommonSOLE
651639106NEMNEWMONT CORP$352,7870.10%3,259CommonSOLE
69349H107TXNMTXNM ENERGY INC$351,2860.10%6,009CommonSOLE
256746108DLTRDOLLAR TREE INC$351,1990.10%3,207CommonSOLE
00130H105AESAES CORP$348,9670.10%24,767CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$347,7600.10%31,443CommonSOLE
29357K103ENVAENOVA INTL INC$347,1810.10%2,556CommonSOLE
126408103CSXCSX CORP$346,9550.10%8,452CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$344,0260.10%1,490CommonSOLE
000361105AIRAAR CORP$342,6100.10%3,130CommonSOLE
959802109WUWESTERN UN CO$341,6310.10%39,133CommonSOLE
902494103TSNTYSON FOODS INC$339,5070.10%5,299CommonSOLE
235851102DHRDANAHER CORP DEL$337,4880.10%1,780CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$337,3010.10%2,534CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$336,9250.10%3,510CommonSOLE
05368V106AVNTAVIENT CORPORATION$335,9570.10%9,255CommonSOLE
45166A102IDYAIDEAYA BIOSCIENCES INC$334,5330.10%10,040CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$332,0040.10%1,836CommonSOLE
87612E106TGTTARGET CORP$331,2400.10%2,733CommonSOLE
65473P105NINISOURCE INC$330,2130.10%7,077CommonSOLE
H1467J104CBCHUBB LTD SWITZ$330,1670.10%1,013CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$329,5830.10%3,250CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$326,3580.10%5,159CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$323,2140.09%10,251CommonSOLE
880779103TEXTEREX CORP NEW$320,0270.09%5,415CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$319,9840.09%76CommonSOLE
554382101MACMACERICH CO$318,0490.09%16,828CommonSOLE
34959J108FTVFORTIVE CORP$317,8050.09%5,749CommonSOLE
670837103OGEOGE ENERGY CORP$315,1930.09%6,572CommonSOLE
254687106DISDISNEY WALT CO$313,9100.09%3,257CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$312,6380.09%9,903CommonSOLE
30257X104FBKFB FINL CORP$308,2640.09%5,935CommonSOLE
377322102GKOSGLAUKOS CORP$304,5700.09%2,829CommonSOLE
12621E103CNOCNO FINL GROUP INC$304,1310.09%7,407CommonSOLE
872590104TMUST-MOBILE US INC$303,9130.09%1,447CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$301,5890.09%5,029CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$297,4120.09%3,472CommonSOLE
G9456A100GLNGGOLAR LNG LTD$295,6570.09%5,464CommonSOLE
458334109IPARINTERPARFUMS INC$294,4120.09%3,241CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$291,7710.09%8,783CommonSOLE
29364G103ETRENTERGY CORP NEW$290,1140.08%2,582CommonSOLE
258278100DORMDORMAN PRODS INC$289,5990.08%2,775CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$288,6850.08%4,378CommonSOLE
929328102WSFSWSFS FINL CORP$284,4240.08%4,345CommonSOLE
92243G108PCVXVAXCYTE INC$283,8090.08%4,884CommonSOLE
835495102SONSONOCO PRODS CO$282,5120.08%5,223CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$280,1170.08%1,634CommonSOLE
69331C108PCGPG&E CORP$277,5710.08%15,798CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$273,3430.08%2,249CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE IN$272,1890.08%1,639CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$267,5420.08%3,989CommonSOLE
86771W105RUNSUNRUN INC$263,6060.08%19,440CommonSOLE
596278101MIDDMIDDLEBY CORP$261,8460.08%1,975CommonSOLE
10950A106BTSGBRIGHTSPRING HEALTH SVCS INC$260,8580.08%6,122CommonSOLE
368736104GNRCGENERAC HLDGS INC$260,3750.08%1,333CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$255,8460.07%3,870CommonSOLE
514952100LBLANDBRIDGE COMPANY LLC$253,5520.07%3,672CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$252,0210.07%7,382CommonSOLE
127097103CTRACOTERRA ENERGY INC$251,9190.07%7,169CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$251,6950.07%17,927CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$251,1000.07%2,582CommonSOLE
76118Y104REZIRESIDEO TECHNOLOGIES INC$246,5550.07%7,314CommonSOLE
521865204LEALEAR CORP$245,0660.07%2,024CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$244,5380.07%5,679CommonSOLE
060505104BACBANK AMERICA CORP$243,2140.07%4,989CommonSOLE
11135F101AVGOBROADCOM INC$242,9650.07%785CommonSOLE
44952J104CRGYCRESCENT ENERGY COMPANY$240,6510.07%17,826CommonSOLE
00206R102TAT&T INC$239,4280.07%8,259CommonSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS$237,7740.07%4,600CommonSOLE
G39108108GTESGATES INDL CORP PLC$236,9080.07%10,478CommonSOLE
042735100ARWARROW ELECTRS INC$236,4830.07%1,649CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$235,9180.07%621CommonSOLE
18467V109YOUCLEAR SECURE INC$235,4180.07%4,863CommonSOLE
01741R102ATIATI INC$234,3360.07%1,611CommonSOLE
50012A108KGSKODIAK GAS SVCS INC$234,3300.07%4,018CommonSOLE
G3922B107GGENPACT LIMITED$233,7070.07%6,274CommonSOLE
37959E102GLGLOBE LIFE INC$233,6660.07%1,679CommonSOLE
918204108VFCV F CORP$233,3070.07%13,732CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$232,6220.07%1,410CommonSOLE
892672106TWTRADEWEB MKTS INC$227,9070.07%1,937CommonSOLE
911922102USLMUNITED STS LIME & MINERALS I$227,5230.07%1,742CommonSOLE
26884U109EPREPR PPTYS$226,2190.07%4,528CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$223,9370.07%7,292CommonSOLE
058498106BALLBALL CORP$222,5490.06%3,765CommonSOLE
45687V106IRINGERSOLL RAND INC$222,0130.06%2,771CommonSOLE
00287Y109ABBVABBVIE INC$221,4050.06%1,018CommonSOLE
98954M200ZZILLOW GROUP INC$221,3000.06%5,348CommonSOLE
827048109SLGNSILGAN HLDGS INC$220,8880.06%5,693CommonSOLE
369550108GDGENERAL DYNAMICS CORP$220,0040.06%641CommonSOLE
G3223R108EGEVEREST GROUP LTD$219,9700.06%673CommonSOLE
336433107FSLRFIRST SOLAR INC$219,9450.06%1,115CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$219,6860.06%2,078CommonSOLE
928254101VIRTVIRTU FINL INC$218,5810.06%4,970CommonSOLE
127203107WHDCACTUS INC$217,4280.06%4,590CommonSOLE
690742101OCOWENS CORNING NEW$216,5480.06%2,001CommonSOLE
00508Y102AYIACUITY INC$215,2090.06%768CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$214,7780.06%12,372CommonSOLE
500643200KFYKORN FERRY$213,5890.06%3,393CommonSOLE
G3198U102ESNTESSENT GROUP LTD$213,1310.06%3,647CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST V$213,0640.06%5,144CommonSOLE
45378A106IRTINDEPENDENCE RLTY TR INC$212,0780.06%14,243CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$211,3860.06%2,235CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$210,9570.06%6,483CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$209,8900.06%438CommonSOLE
402635502GPORGULFPORT ENERGY CORP$209,2430.06%989CommonSOLE
097023105BABOEING CO$208,7820.06%1,049CommonSOLE
109696104BCOBRINKS CO$208,6070.06%2,013CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$208,1650.06%1,054CommonSOLE
675232102OIIOCEANEERING INTL INC$207,1800.06%5,841CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$207,0680.06%268CommonSOLE
03674X106ARANTERO RESOURCES CORP$206,1310.06%4,857CommonSOLE
759916109RGENREPLIGEN CORP$205,4780.06%1,744CommonSOLE
529043408LXPLXP INDUSTRIAL TRUST$205,3940.06%4,440CommonSOLE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$204,4540.06%2,417CommonSOLE
89531P105TREXTREX INC$204,0610.06%5,603CommonSOLE
465741106ITRIITRON INC$203,3700.06%2,269CommonSOLE
247361702DALDELTA AIR LINES INC$203,0960.06%3,055CommonSOLE
679295105OKTAOKTA INC$202,4420.06%2,572CommonSOLE
67059N108NTNXNUTANIX INC$202,4410.06%5,326CommonSOLE
912008109USFDUS FOODS HLDG CORP$201,8480.06%2,189CommonSOLE
008492100ADCAGREE RLTY CORP$201,0380.06%2,667CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$193,6990.06%12,167CommonSOLE
88080T104WULFTERAWULF INC$172,0630.05%11,924CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$149,8090.04%10,014CommonSOLE
03945R102ACHRARCHER AVIATION INC$130,8320.04%25,306CommonSOLE
20464U100COMPCOMPASS INC$124,3500.04%17,011CommonSOLE
Y9390M103VFSVINFAST AUTO LTD$39,2740.01%10,201CommonSOLE

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.