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Neo Ivy Capital Management

Q4 2023 · 13F-HR

Neo Ivy Capital Managementholdings as filed

Filed 2024-02-26 · accession 0001727783-24-000002

$44,748
Reported value
276
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
478160104JNJJOHNSON JOHNSON$9912.21%6,322CommonSOLE
037833100AAPLAPPLE INC$9892.21%5,139CommonSOLE
023135106AMZNAMAZON COM INC$9892.21%6,508CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$9892.21%2,772CommonSOLE
172967424CCITIGROUP INC$9882.21%19,206CommonSOLE
67066G104NVDANVIDIA CORP$9852.20%1,990CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT INC$9572.14%49,403CommonSOLE
444859102HUMHUMANA INC$9522.13%2,079CommonSOLE
571748102MRSHMARSH MCLENNAN COMPANIES INC$9502.12%5,015CommonSOLE
693475105PNCPNC FINANCIAL SVCS GROUP INC$9102.03%5,877CommonSOLE
31428X106FDXFEDEX CORP$9102.03%3,597CommonSOLE
244199105DEDEERE CO$9082.03%2,271CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$9072.03%5,974CommonSOLE
31847R102FAFFIRST AMERICAN FINANCIAL$9062.02%14,052CommonSOLE
02079K107GOOGALPHABET INC$8291.85%5,880CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$7871.76%45,811CommonSOLE
30303M102METAMETA PLATFORMS INC$7431.66%2,099CommonSOLE
036752103ELVELEVANCE HEALTH INC$7151.60%1,516CommonSOLE
254687106DISWALT DISNEY CO$6241.39%6,916CommonSOLE
69318G106PBFPBF ENERGY INC$5711.28%12,991CommonSOLE
92552V100VSATVIASAT INC$5491.23%19,658CommonSOLE
370334104GISGENERAL MILLS INC$5131.15%7,880CommonSOLE
M46528101FROFRONTLINE LTD$4170.93%20,796CommonSOLE
042735100ARWARROW ELECTRONICS INC$3950.88%3,229CommonSOLE
458140100INTCINTEL CORP$3340.75%6,651CommonSOLE
69888T207PARRPAR PACIFIC HOLDINGS INC$3030.68%8,330CommonSOLE
91823B109UWMCUWM HOLDINGS CORPORATION$2720.61%37,981CommonSOLE
56585A102MPCMARATHON PETE CORP$2400.54%1,618CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$2400.54%1,345CommonSOLE
872590104TMUST MOBILE US INC$2400.54%1,495CommonSOLE
G7496G103RNRRENAISSANCERE HOLDINGS LTD$2400.54%1,223CommonSOLE
426281101JKHYHENRY JACK ASSOCIATES INC$2400.54%1,470CommonSOLE
58155Q103MCKMCKESSON CORP$2400.54%518CommonSOLE
02376R102AALAMERICAN AIRLINES GROUP INC$2400.54%17,436CommonSOLE
855244109SBUXSTARBUCKS CORP$2400.54%2,503CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$2400.54%2,381CommonSOLE
22266T109CPNGCOUPANG INC$2400.54%14,796CommonSOLE
403949100DINOHF Sinclair$2400.54%4,314CommonSOLE
742718109PGPROCTER GAMBLE CO$2400.54%1,638CommonSOLE
143130102KMXCARMAX INC$2400.54%3,122CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$2400.54%617CommonSOLE
075887109BDXBECTON DICKINSON CO$2400.54%984CommonSOLE
749685103RPMRPM INTERNATIONAL INC$2390.53%2,141CommonSOLE
08579W103BERYEURBERRY GLOBAL GROUP INC$2390.53%3,547CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD$2390.53%3,223CommonSOLE
053774105CARAVIS BUDGET GROUP INC$2390.53%1,348CommonSOLE
828806109SPGSIMON PROPERTY GROUP INC$2390.53%1,675CommonSOLE
891092108TTCTORO CO$2390.53%2,485CommonSOLE
247361702DALDELTA AIR LINES INC DEL$2390.53%5,935CommonSOLE
G037AX101AMBAAMBARELLA INC$2390.53%3,896CommonSOLE
06652K103BKUBANKUNITED INC$2380.53%7,351CommonSOLE
14174T107CTRECARETRUST REIT INC$2380.53%10,643CommonSOLE
018522300AEBAALLETE INC$2360.53%3,861CommonSOLE
368736104GNRCGENERAC HOLDINGS INC$2350.53%1,822CommonSOLE
78454L100SMSM ENERGY COMPANY$2350.53%6,078CommonSOLE
009066101ABNBAIRBNB INC$2170.48%1,596CommonSOLE
06417N103OZKBANK OZK$2130.48%4,272CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$2070.46%5,602CommonSOLE
40434L105HPQHP INC$2060.46%6,860CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$2050.46%1,897CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$2050.46%2,675CommonSOLE
231021106CMICUMMINS INC$2030.45%847CommonSOLE
013872106AAALCOA CORPORATION$2030.45%5,958CommonSOLE
681936100OHIOMEGA HEALTHCARE INVESTORS INC$2020.45%6,586CommonSOLE
25179M103DVNDEVON ENERGY CORPORATION NEW$2010.45%4,430CommonSOLE
531229755FWONKLIBERTY MEDIA CORPORATION$2010.45%3,180CommonSOLE
03852U106ARMKARAMARK$2000.45%7,112CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$2000.45%7,673CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2000.45%639CommonSOLE
406216101HALHALLIBURTON COMPANY$2000.45%5,533CommonSOLE
487836108KKELLOGG CO$1990.44%3,555CommonSOLE
34354P105FLSFLOWSERVE CORP$1990.44%4,821CommonSOLE
42806J700HTZHERTZ GLOBAL HOLDINGS INC$1980.44%19,039CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$1970.44%2,038CommonSOLE
77634L105RCM1USDR1 RCM INC$1970.44%18,664CommonSOLE
573874104MRVLMARVELL TECHNOLOGY GROUP$1940.43%3,217CommonSOLE
427866108HSYHERSHEY COMPANY$1920.43%1,031CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$1920.43%2,834CommonSOLE
617446448MSMORGAN STANLEY$1910.43%2,044CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1890.42%781CommonSOLE
G51502105JCIJOHNSON CONTROLS$1880.42%3,260CommonSOLE
00130H105AESAES CORP$1840.41%9,558CommonSOLE
343498101FLOFLOWERS FOODS INC$1780.40%7,893CommonSOLE
423452101HPHELMERICH PAYNE INC$1760.39%4,846CommonSOLE
023608102AEEAMEREN CORP$1740.39%2,403CommonSOLE
98983L108ZWSZURN WATER SOLUTIONS$1730.39%5,869CommonSOLE
723484101PNWPINNACLE WEST CAPITAL CORP$1720.38%2,388CommonSOLE
69553P100PDPAGERDUTY INC$1710.38%7,366CommonSOLE
217204106CPRTCOPART INC$1700.38%3,461CommonSOLE
345370860FFORD MOTOR CO$1690.38%13,886CommonSOLE
26142V105DKNGDRAFTKINGS INC$1670.37%4,733CommonSOLE
099406100BOOTBOOT BARN HOLDINGS INC$1650.37%2,152CommonSOLE
759916109RGENREPLIGEN CORP$1640.37%912CommonSOLE
646025106NJRNEW JERSEY RESOURCES CORP$1630.36%3,662CommonSOLE
001055102AFLAFLAC INC$1620.36%1,966CommonSOLE
12047B105BMBLBUMBLE INC$1620.36%10,965CommonSOLE
12572Q105CMECME GROUP INC$1600.36%760CommonSOLE
363576109AJGGALLAGHER ARTHUR J CO$1600.36%712CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$1600.36%10,749CommonSOLE
366651107ITGARTNER INC$1600.36%354CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$1600.36%670CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$1600.36%687CommonSOLE
05550J101BJBJ S WHOLESALE CLUB HOLDINGS$1600.36%2,402CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$1600.36%2,680CommonSOLE
756109104OREALTY INCOME CORP$1590.36%2,773CommonSOLE
80874P109LNWOLIGHT WONDER INC$1570.35%1,917CommonSOLE
10316T104BOXBOX INC$1560.35%6,106CommonSOLE
171779309CIENCIENA CORPORATION$1540.34%3,426CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$1540.34%9,287CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$1530.34%933CommonSOLE
87612E106TGTTARGET CORP$1530.34%1,077CommonSOLE
143658300CCL1EURCARNIVAL CORP$1380.31%7,428CommonSOLE
806407102HSICHENRY SCHEIN INC$1330.30%1,753CommonSOLE
651229106NWLNEWELL BRANDS INC$1290.29%14,849CommonSOLE
336433107FSLRFIRST SOLAR INC$1290.29%749CommonSOLE
60937P106MDBMONGODB INC$1260.28%309CommonSOLE
845467109SWN1EURSOUTHWESTERN ENERGY CO$1200.27%18,251CommonSOLE
892672106TWTRADEWEB MARKETS INC$1200.27%1,315CommonSOLE
07831C103BRBRBELLRING BRANDS INC$1190.27%2,152CommonSOLE
81211K100SDASEALED AIR CORP NEW$1180.26%3,232CommonSOLE
852234103XYZSQUARE INC$1130.25%1,455CommonSOLE
969904101WSMWILLIAMS SONOMA INC$1130.25%562CommonSOLE
25459W862SPXLDIREXION DAILY S P 500 BULL 3X SHARES$1090.24%1,050CommonSOLE
680223104ORIOLD REPUBLIC INTL CORP$1090.24%3,723CommonSOLE
55087P104LYFTLYFT INC$1020.23%6,809CommonSOLE
576323109MTZMASTEC INC$1020.23%1,349CommonSOLE
55306N104MKSIMKS INSTRUMENTS INC$1000.22%969CommonSOLE
83001A102SIXEURSIX FLAGS ENTERTAINMENT$980.22%3,916CommonSOLE
703395103PDCOEURPATTERSON COMPANIES INC$970.22%3,397CommonSOLE
985817105YELPYELP INC$960.21%2,037CommonSOLE
G4863A108BRSLINTERNATIONAL GAME$930.21%3,407CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$920.21%323CommonSOLE
70202L102PSNPARSONS CORPORATION$910.20%1,452CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$910.20%3,561CommonSOLE
12514G108CDWCDW CORPORATION$890.20%392CommonSOLE
91913Y100VLOVALERO ENERGY CORP NEW$880.20%679CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS INC$860.19%4,061CommonSOLE
31620M106FISFIDELITY NATIONAL INFORMATION$840.19%1,394CommonSOLE
29472R108ELSEQUITY LIFESTYLE PROPERTIES$820.18%1,166CommonSOLE
981811102WORWORTHINGTON INDUSTRIES INC$810.18%1,416CommonSOLE
37045V100GMGENERAL MOTORS COMPANY$800.18%2,222CommonSOLE
460146103IPINTERNATIONAL PAPER CO$800.18%2,214CommonSOLE
00206R102TAT T INC$800.18%4,764CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES$800.18%842CommonSOLE
02209S103MOALTRIA GROUP INC$800.18%1,986CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$800.18%1,042CommonSOLE
963320106WHRWHIRLPOOL CORP$800.18%656CommonSOLE
917047102URBNURBAN OUTFITTERS INC$800.18%2,236CommonSOLE
30231G102XOMEXXON MOBIL CORP$800.18%799CommonSOLE
25746U109DDOMINION ENERGY INC$800.18%1,706CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS INC$790.18%1,044CommonSOLE
500688106KOSKOSMOS ENERGY LTD$790.18%11,709CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$770.17%650CommonSOLE
92343E102VRSNVERISIGN INC$770.17%373CommonSOLE
42226K105HRHEALTHCARE REALTY TRUST$770.17%4,486CommonSOLE
23918K108DVADAVITA INC$680.15%650CommonSOLE
044186104ASHASHLAND GLOBAL HOLDINGS INC$670.15%793CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$620.14%523CommonSOLE
784117103SEICSEI INVESTMENTS CO$610.14%960CommonSOLE
594918104MSFTMICROSOFT CORP$580.13%153CommonSOLE
21037T109CEGCONSTELLATION ENERGY$570.13%490CommonSOLE
00912X302ALAIR LEASE CORPORATION$570.13%1,350CommonSOLE
088929104BGCBGC GROUP INC$550.12%7,600CommonSOLE
595112103MUMICRON TECHNOLOGY INC$540.12%634CommonSOLE
440452100HRLHORMEL FOODS CORP$540.12%1,673CommonSOLE
G0403H108AONAON PLC$530.12%183CommonSOLE
806857108SLBSCHLUMBERGER LTD$510.11%981CommonSOLE
29364G103ETRENTERGY CORP NEW$500.11%496CommonSOLE
412822108HOGHARLEY DAVIDSON INC$500.11%1,346CommonSOLE
71943U104DOCUSDPHYSICIANS REALTY TRUST$490.11%3,657CommonSOLE
445658107JBHTJB HUNT TRANSPORT SERVICES INC$490.11%245CommonSOLE
737446104POSTPOST HOLDINGS INC$490.11%557CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARENT$490.11%1,918CommonSOLE
314211103FHIFEDERATED HERMES INC$480.11%1,416CommonSOLE
00857U107AGILON HEALTH INC$470.11%3,753CommonSOLE
418056107HASHASBRO INC$450.10%875CommonSOLE
675232102OIIOCEANEERING INTERNATIONAL INC$440.10%2,052CommonSOLE
64828T201RITMRITHM CAPITAL CORP$440.10%4,104CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$430.10%852CommonSOLE
466313103JBLJABIL INC$420.09%328CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$410.09%2,856CommonSOLE
04280A100ARWRARROWHEAD PHARMACEUTICALS INC COM$410.09%1,337CommonSOLE
72147K108PPCPILGRIMS PRIDE CORPORATION$400.09%1,437CommonSOLE
747525103QCOMQUALCOMM INC$400.09%276CommonSOLE
526057104LENLENNAR CORP$400.09%268CommonSOLE
009158106APDAIR PRODUCTS CHEMICALS INC$400.09%146CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$400.09%136CommonSOLE
902681105UGIUGI CORPORATION$400.09%1,623CommonSOLE
15135B101CNCCENTENE CORP DEL$400.09%539CommonSOLE
707569109PENNPENN NATIONAL GAMING INC$400.09%1,532CommonSOLE
10576N102BRZEBRAZE INC$400.09%748CommonSOLE
163851108CCCHEMOURS COMPANY$400.09%1,264CommonSOLE
98978V103ZTSZOETIS INC$400.09%202CommonSOLE
115637AM2BROWN FORMAN CORPORATION$400.09%699CommonSOLE
654106103NKENIKE INC$400.09%369CommonSOLE
78442P106SLMSLM CORPORATION$400.09%2,086CommonSOLE
703481101PTENPATTERSON UTI ENERGY INC$400.09%3,692CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$400.09%519CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINES INC$400.09%99CommonSOLE
85571B105STWDSTARWOOD PROPERTY TRUST INC$400.09%1,896CommonSOLE
278865100ECLECOLAB INC$400.09%202CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES$400.09%474CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS$400.09%530CommonSOLE
65339F101NEENEXTERA ENERGY INC$400.09%659CommonSOLE
983134107WYNNWYNN RESORTS LTD$400.09%437CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP$400.09%589CommonSOLE
N20944109CNHCNH INDUSTRIAL NV$400.09%3,275CommonSOLE
337738108FISVFISERV INC$400.09%301CommonSOLE
888787108TOSTTOAST INC$380.08%2,059CommonSOLE
222070203COTYCOTY INC$370.08%2,984CommonSOLE
318672706FBPFIRST BANCORP P R$360.08%2,213CommonSOLE
94419L101WWAYFAIR INC$360.08%582CommonSOLE
501889208LKQLKQ CORPORATION$360.08%751CommonSOLE
084423102WRBBERKLEY W R CORPORATION$350.08%493CommonSOLE
001084102AGCOAGCO CORP$340.08%276CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$340.08%2,273CommonSOLE
12662P108CVICVR ENERGY INC$330.07%1,075CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP INC$320.07%402CommonSOLE
116794108BRKRBRUKER CORPORATION$300.07%408CommonSOLE
371901109GNTXGENTEX CORP$290.06%886CommonSOLE
695156109PKGPACKAGING CORP AMER$280.06%172CommonSOLE
G68707101PAGSPAGSEGURO DIGITAL LTD$260.06%2,088CommonSOLE
364760108GAPGAP INC$240.05%1,142CommonSOLE
26441C204DUKDUKE ENERGY CORPORATION$240.05%250CommonSOLE
959802109WUWESTERN UNION CO$230.05%1,945CommonSOLE
96145D105WRKUSDWESTROCK COMPANY$230.05%561CommonSOLE
98419M100XYLXYLEM INC$230.05%200CommonSOLE
459506101IFFINTERNATIONAL FLAVORS FRAGRANC$210.05%260CommonSOLE
344849104WOOFOOT LOCKER INC$210.05%663CommonSOLE
20030N101CMCSACOMCAST CORP$200.04%467CommonSOLE
G87110105FTITECHNIPFMC PLC$190.04%923CommonSOLE
G72800108PRTAPROTHENA CORPORATION PLC$180.04%482CommonSOLE
521865204LEALEAR CORPORATION$140.03%96CommonSOLE
360271100FULTFULTON FINANCIAL CORP PA$130.03%783CommonSOLE
343412102FLRFLUOR CORP NEW$120.03%309CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$100.02%180CommonSOLE
30212W100AGNTEXP WORLD HOLDINGS INC$90.02%576CommonSOLE
983793100XPOXPO LOGISTICS INC$90.02%98CommonSOLE
74276R102PRVAPRIVIA HEALTH GROUP INC$90.02%372CommonSOLE
00737L103CVSAADTALEM GLOBAL EDUCATION INC$90.02%157CommonSOLE
535919401LGFEURLIONS GATE ENTMT CORP$80.02%759CommonSOLE
02215L209KNTKKINETIK HOLDINGS INC$80.02%227CommonSOLE
87162W100SNXSYNNEX CORPORATION$80.02%78CommonSOLE
29272W109ENRENERGIZER HOLDINGS INC$80.02%251CommonSOLE
896522109TRNTRINITY INDUSTRIES INC$80.02%293CommonSOLE
600544100MLKNMILLERKNOLL INC$70.02%248CommonSOLE
546347105LPXLOUISIANA PACIFIC CORP$70.02%93CommonSOLE
929160109VMCVULCAN MATERIALS CO$70.02%30CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$70.02%24CommonSOLE
38173M102GBDCGOLUB CAP BDC INC$50.01%337CommonSOLE
95058W100WENWENDYS COMPANY$50.01%259CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$50.01%84CommonSOLE
G97822103PRGOPERRIGO COMPANY PLC$50.01%165CommonSOLE
767292105RIOTRIOT BLOCKCHAIN INC$40.01%282CommonSOLE
554382101MACMACERICH CO$40.01%274CommonSOLE
929089100VOYAVOYA FINANCIAL INC$40.01%54CommonSOLE
131193104CALYTOPGOLF CALLAWAY BRANDS CORP$30.01%242CommonSOLE
115236101BROBROWN BROWN INC$30.01%38CommonSOLE
731068102PIIPOLARIS INDUSTRIES INC$30.01%35CommonSOLE
05969A105TBBKTHE BANCORP INC$20.00%39CommonSOLE
418100103HCP2EURHASHICORP INC$20.00%89CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$20.00%72CommonSOLE
01973R101ALSNALLISON TRANSMISSION HOLDINGS$20.00%26CommonSOLE
358054104FRSHFRESHWORKS INC$20.00%88CommonSOLE
G3922B107GGENPACT LIMITED$10.00%35CommonSOLE
22266M104COURCOURSERA INC$10.00%39CommonSOLE
00404A109ACHCACADIA HEALTHCARE CO INC$10.00%13CommonSOLE
125523100CICIGNA CORPORATION$10.00%5CommonSOLE
918090101UTZUTZ BRANDS INC$10.00%36CommonSOLE
388689101GPKGRAPHIC PACKAGING HOLDING$10.00%35CommonSOLE
294628102HP5AEQUITY COMMONWEALTH$10.00%70CommonSOLE
00827B106AFRMAFFIRM HOLDINGS INC$010CommonSOLE
004225108ACADACADIA PHARMACEUTICALS INC$03CommonSOLE
219798105QDELQUIDEL CORP$05CommonSOLE
86614U1007SUSUMMIT MATERIALS INC$011CommonSOLE
640491106NEOGNEOGEN CORP$09CommonSOLE

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.