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Neo Ivy Capital Management

Q2 2024 · 13F-HR

Neo Ivy Capital Managementholdings as filed

Filed 2024-07-19 · accession 0001727783-24-000005

$509,777
Reported value
219
Positions
2024-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
654106103NKENIKE INC CL B$6,7101.32%89,032CommonSOLE
79466L302CRMSALESFORCE INC$6,6871.31%26,008CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$6,6841.31%106,692CommonSOLE
595112103MUMICRON TECHNOLOGY INC$6,6831.31%50,812CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$6,6721.31%16,400CommonSOLE
67066G104NVDANVIDIA CORP$6,6631.31%53,932CommonSOLE
023135106AMZNAMAZON COM INC$6,6531.31%34,428CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$6,6421.30%549,116CommonSOLE
91529Y106UNMUNUM GROUP$6,6401.30%129,920CommonSOLE
594918104MSFTMICROSOFT CORP$6,5931.29%14,752CommonSOLE
931142103WMTWALMART INC$6,5521.29%96,764CommonSOLE
30303M102METAMETA PLATFORMS INC CLASS A$6,0241.18%11,948CommonSOLE
95082P105WCCWESCO INTERNATIONAL INC$5,9161.16%37,320CommonSOLE
247361702DALDELTA AIR LINES INC$5,9101.16%124,576CommonSOLE
037833100AAPLAPPLE INC$5,5061.08%26,144CommonSOLE
64110D104NTAPNETAPP INC$5,2391.03%40,676CommonSOLE
922475108VEEVVEEVA SYSTEMS INC CLASS A$5,0771.00%27,744CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL CLASS B$4,8840.96%470,104CommonSOLE
969904101WSMWILLIAMS SONOMA INC$4,8670.95%17,236CommonSOLE
02376R102AALAMERICAN AIRLINES GROUP INC$4,7300.93%417,492CommonSOLE
143658300CCL1EURCARNIVAL CORP$4,4400.87%237,164CommonSOLE
254687106DISWALT DISNEY CO THE$4,2730.84%43,032CommonSOLE
466313103JBLJABIL INC$4,0370.79%37,108CommonSOLE
001744101AMNAMN HEALTHCARE SERVICES INC$3,7490.74%73,176CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$3,7420.73%59,088CommonSOLE
857477103STTSTATE STREET CORP$3,7130.73%50,176CommonSOLE
92936U109WPCWP CAREY INC$3,7120.73%67,424CommonSOLE
35671D857FCXFREEPORTMCMORAN INC$3,7110.73%76,352CommonSOLE
053807103AVTAVNET INC$3,7100.73%72,056CommonSOLE
548661107LOWLOWE'S COS INC$3,7070.73%16,816CommonSOLE
244199105DEDEERE CO$3,7060.73%9,920CommonSOLE
06417N103OZKBANK OZK$3,7030.73%90,328CommonSOLE
617446448MSMORGAN STANLEY$3,7020.73%38,092CommonSOLE
418056107HASHASBRO INC$3,7020.73%63,276CommonSOLE
281020107EIXEDISON INTERNATIONAL$3,7000.73%51,520CommonSOLE
50212V100LPLALPL FINANCIAL HOLDINGS INC$3,7000.73%13,248CommonSOLE
501044101KRKROGER CO$3,6980.73%74,060CommonSOLE
291011104EMREMERSON ELECTRIC CO$3,6980.73%33,568CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$3,6950.72%193,840CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP$3,6940.72%23,756CommonSOLE
911312106UPSUNITED PARCEL SERVICE CL B$3,6940.72%26,992CommonSOLE
88023U101SGITEMPUR SEALY INTERNATIONAL I$3,6930.72%78,000CommonSOLE
579780206MKCMCCORMICK CO NON VTG SHRS$3,6880.72%51,992CommonSOLE
87162W100SNXTD SYNNEX CORP$3,6840.72%31,928CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$3,6830.72%18,400CommonSOLE
000957100ABMABM INDUSTRIES INC$3,6820.72%72,808CommonSOLE
31428X106FDXFEDEX CORP$3,6810.72%12,276CommonSOLE
806407102HSICHENRY SCHEIN INC$3,6810.72%57,420CommonSOLE
810186106SMGSCOTTS MIRACLEGRO CO$3,6800.72%56,556CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$3,6790.72%31,392CommonSOLE
48242W106KBRKBR INC$3,6770.72%57,332CommonSOLE
749685103RPMRPM INTERNATIONAL INC$3,6760.72%34,136CommonSOLE
37637K108GTLBGITLAB INC CL A$3,6720.72%73,852CommonSOLE
832696405SJMJM SMUCKER CO THE$3,6580.72%33,548CommonSOLE
03852U106ARMKARAMARK$3,6340.71%106,812CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$3,6090.71%40,068CommonSOLE
941848103WATWATERS CORP$3,5850.70%12,356CommonSOLE
00206R102TAT T INC$3,5730.70%186,976CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$3,5130.69%43,648CommonSOLE
03990B101ARESARES MANAGEMENT CORP A$3,4570.68%25,936CommonSOLE
962166104WYWEYERHAEUSER CO$3,4340.67%120,972CommonSOLE
650111107NYTNEW YORK TIMES CO A$3,4280.67%66,936CommonSOLE
26484T106DNBDUN BRADSTREET HOLDINGS IN$3,3980.67%366,976CommonSOLE
629377508NRGNRG ENERGY INC$3,3970.67%43,636CommonSOLE
89417E109TRVTRAVELERS COS INC THE$3,3880.66%16,664CommonSOLE
405024100HAEHAEMONETICS CORP MASS$3,3740.66%40,780CommonSOLE
55087P104LYFTLYFT INCA$3,3150.65%235,140CommonSOLE
004225108ACADACADIA PHARMACEUTICALS INC$3,3000.65%203,048CommonSOLE
20030N101CMCSACOMCAST CORP CLASS A$3,2070.63%81,904CommonSOLE
72147K108PPCPILGRIM'S PRIDE CORP$3,1890.63%82,852CommonSOLE
22266T109CPNGCOUPANG INC$3,1770.62%151,668CommonSOLE
007903107AMDADVANCED MICRO DEVICES$3,1480.62%19,404CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$3,1090.61%69,764CommonSOLE
315616102FFIVF5 INC$3,0720.60%17,836CommonSOLE
042735100ARWARROW ELECTRONICS INC$3,0570.60%25,316CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$3,0440.60%15,508CommonSOLE
70438V106PCTYPAYLOCITY HOLDING CORP$3,0140.59%22,860CommonSOLE
761152107RMDRESMED INC$2,9620.58%15,476CommonSOLE
05990K106BANCBANC OF CALIFORNIA INC$2,9530.58%231,064CommonSOLE
759916109RGENREPLIGEN CORP$2,9180.57%23,148CommonSOLE
358054104FRSHFRESHWORKS INC CL A$2,9100.57%229,336CommonSOLE
252131107DXCMDEXCOM INC$2,9090.57%25,660CommonSOLE
90364P105PATHUIPATH INC CLASS A$2,9010.57%228,752CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$2,8990.57%8,800CommonSOLE
257651109DCIDONALDSON CO INC$2,8990.57%40,512CommonSOLE
205887102CAGCONAGRA BRANDS INC$2,8950.57%101,856CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$2,8950.57%49,920CommonSOLE
553530106MSMMSC INDUSTRIAL DIRECT CO A$2,8950.57%36,504CommonSOLE
020002101ALLALLSTATE CORP$2,8930.57%18,120CommonSOLE
149123101CATCATERPILLAR INC$2,8930.57%8,684CommonSOLE
92826C839VVISA INCCLASS A SHARES$2,8890.57%11,008CommonSOLE
427866108HSYHERSHEY CO THE$2,8890.57%15,716CommonSOLE
95058W100WENWENDY'S CO THE$2,8880.57%170,264CommonSOLE
910047109UALUNITED AIRLINES HOLDINGS INC$2,8870.57%59,332CommonSOLE
032095101APHAMPHENOL CORPCL A$2,8820.57%42,780CommonSOLE
615369105MCOMOODY'S CORP$2,8770.56%6,836CommonSOLE
311900104FASTFASTENAL CO$2,8760.56%45,764CommonSOLE
011659109ALKALASKA AIR GROUP INC$2,8760.56%71,200CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2,8740.56%7,444CommonSOLE
457730109INSPINSPIRE MEDICAL SYSTEMS INC$2,8500.56%21,296CommonSOLE
665859104NTRSNORTHERN TRUST CORP$2,8000.55%33,344CommonSOLE
06652K103BKUBANKUNITED INC$2,7840.55%95,112CommonSOLE
150870103CECELANESE CORP$2,7360.54%20,284CommonSOLE
57636Q104MAMASTERCARD INC A$2,7350.54%6,200CommonSOLE
896945201TRIPTRIPADVISOR INC$2,6690.52%149,852CommonSOLE
49427F108KRCKILROY REALTY CORP$2,6530.52%85,128CommonSOLE
00827B106AFRMAFFIRM HOLDINGS INC$2,6110.51%86,432CommonSOLE
10576N102BRZEBRAZE INC A$2,5750.51%66,304CommonSOLE
25960P109DEIDOUGLAS EMMETT INC$2,5730.50%193,296CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLUTIONS C$2,5690.50%87,392CommonSOLE
608190104MHKMOHAWK INDUSTRIES INC$2,5440.50%22,400CommonSOLE
90138F102TWLOTWILIO INC A$2,5400.50%44,712CommonSOLE
891092108TTCTORO CO$2,5320.50%27,072CommonSOLE
12662P108CVICVR ENERGY INC$2,4840.49%92,780CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2,4610.48%33,864CommonSOLE
747525103QCOMQUALCOMM INC$2,3250.46%11,672CommonSOLE
91913Y100VLOVALERO ENERGY CORP$2,2810.45%14,548CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$2,2690.45%37,528CommonSOLE
87612E106TGTTARGET CORP$2,1850.43%14,760CommonSOLE
338307101FIVNFIVE9 INC$2,1770.43%49,372CommonSOLE
346375108FORMFORMFACTOR INC$2,1690.43%35,836CommonSOLE
26142V105DKNGDRAFTKINGS INC CL A$1,9970.39%52,320CommonSOLE
835495102SONSONOCO PRODUCTS CO$1,9660.39%38,760CommonSOLE
74967X103RHRH$1,8370.36%7,516CommonSOLE
916896103UECURANIUM ENERGY CORP$1,8040.35%300,172CommonSOLE
703395103PDCOEURPATTERSON COS INC$1,7770.35%73,684CommonSOLE
462260100IOVAIOVANCE BIOTHERAPEUTICS INC$1,7050.33%212,648CommonSOLE
50077B207KTOSKRATOS DEFENSE SECURITY$1,6810.33%84,016CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONSA$1,4610.29%24,684CommonSOLE
10316T104BOXBOX INC CLASS A$1,4060.28%53,180CommonSOLE
00737L103CVSAADTALEM GLOBAL EDUCATION INC$1,3010.26%19,072CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC$1,2450.24%40,708CommonSOLE
457669307INSMINSMED INC$1,2350.24%18,436CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$1,2340.24%21,272CommonSOLE
144285103CRSCARPENTER TECHNOLOGY$1,1730.23%10,700CommonSOLE
437076102HDHOME DEPOT INC$1,0910.21%3,168CommonSOLE
885160101THOTHOR INDUSTRIES INC$1,0910.21%11,676CommonSOLE
88642R109TDWTIDEWATER INC$1,0770.21%11,312CommonSOLE
651229106NWLNEWELL BRANDS INC$1,0340.20%161,336CommonSOLE
00857U107AGILON HEALTH INC$1,0060.20%153,824CommonSOLE
91879Q109MTNVAIL RESORTS INC$9840.19%5,460CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INCA$9790.19%38,660CommonSOLE
85571B105STWDSTARWOOD PROPERTY TRUST INC$9220.18%48,664CommonSOLE
92556V106VTRSVIATRIS INC$8830.17%83,032CommonSOLE
87265H109T86TRI POINTE HOMES INC$8480.17%22,764CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$8240.16%5,764CommonSOLE
896522109TRNTRINITY INDUSTRIES INC$8110.16%27,120CommonSOLE
88033G407THCTENET HEALTHCARE CORP$8100.16%6,092CommonSOLE
29362U104ENTGENTEGRIS INC$8080.16%5,968CommonSOLE
816850101SMTCSEMTECH CORP$8070.16%26,992CommonSOLE
403949100DINOHF SINCLAIR CORP$8060.16%15,104CommonSOLE
12653C108CNXCNX RESOURCES CORP$8050.16%33,120CommonSOLE
21036P108STZCONSTELLATION BRANDS INCA$8040.16%3,124CommonSOLE
81211K100SDASEALED AIR CORP$8030.16%23,080CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$8030.16%1,720CommonSOLE
04342Y104ASANASANA INC CL A$8030.16%57,416CommonSOLE
126650100CVSCVS HEALTH CORP$8030.16%13,596CommonSOLE
75281A109RRCRANGE RESOURCES CORP$8030.16%23,936CommonSOLE
086516101BBYBEST BUY CO INC$8030.16%9,524CommonSOLE
030420103AWKAMERICAN WATER WORKS CO INC$8020.16%6,212CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GRO CL A$8010.16%6,532CommonSOLE
74144T108TROWT ROWE PRICE GROUP INC$8000.16%6,940CommonSOLE
219948106CPAYCORPAY INC$8000.16%3,004CommonSOLE
08579W103BERYEURBERRY GLOBAL GROUP INC$8000.16%13,600CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$7990.16%2,964CommonSOLE
35137L105FOXAFOX CORP CLASS A$7980.16%23,228CommonSOLE
122017106BURLBURLINGTON STORES INC$7960.16%3,316CommonSOLE
00912X302ALAIR LEASE CORP$7910.16%16,644CommonSOLE
665531307NOGNORTHERN OIL AND GAS INC$7900.15%21,264CommonSOLE
201723103CMCCOMMERCIAL METALS CO$7880.15%14,324CommonSOLE
38173M102GBDCGOLUB CAPITAL BDC INC$7640.15%48,660CommonSOLE
693718108PCARPACCAR INC$7580.15%7,364CommonSOLE
784117103SEICSEI INVESTMENTS COMPANY$7440.15%11,496CommonSOLE
052800109ALVAUTOLIV INC$6500.13%6,076CommonSOLE
552690109MDUMDU RESOURCES GROUP INC$6470.13%25,772CommonSOLE
928377100VSTOEURVISTA OUTDOOR INC$6190.12%16,432CommonSOLE
25459W862SPXLDIREXION DLY S P 500 BULL 3X$6130.12%4,200CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$5910.12%16,212CommonSOLE
371901109GNTXGENTEX CORP$5710.11%16,936CommonSOLE
94419L101WWAYFAIR INC CLASS A$5610.11%10,632CommonSOLE
55616P104MMACY'S INC$5410.11%28,160CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$4920.10%5,176CommonSOLE
626717102MURMURPHY OIL CORP$4210.08%10,200CommonSOLE
354613101BENFRANKLIN RESOURCES INC$4160.08%18,616CommonSOLE
00090Q103ADTADT INC$3820.07%50,200CommonSOLE
29084Q100EMEEMCOR GROUP INC$3680.07%1,008CommonSOLE
680665205OLNOLIN CORP$3630.07%7,700CommonSOLE
565788106MARAMARATHON DIGITAL HOLDINGS IN$3290.06%16,596CommonSOLE
88146M101TRNOTERRENO REALTY CORP$3280.06%5,548CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3020.06%940CommonSOLE
02005N100ALLYALLY FINANCIAL INC$2850.06%7,192CommonSOLE
52110M109LAZLAZARD INC$2260.04%5,912CommonSOLE
423452101HPHELMERICH PAYNE$2180.04%6,044CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$2040.04%3,764CommonSOLE
12504L109CBRECBRE GROUP INC A$2000.04%2,240CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$1950.04%7,320CommonSOLE
717081103PFEPFIZER INC$1590.03%5,668CommonSOLE
875465106SKTTANGER INC$1510.03%5,576CommonSOLE
237266101DARDARLING INGREDIENTS INC$1400.03%3,804CommonSOLE
412822108HOGHARLEY DAVIDSON INC$1390.03%4,140CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$1370.03%808CommonSOLE
518439104ELESTEE LAUDER COMPANIESCL A$1290.03%1,208CommonSOLE
228368106CCKCROWN HOLDINGS INC$1100.02%1,484CommonSOLE
45784P101PODDINSULET CORP$1060.02%524CommonSOLE
045487105ASBASSOCIATED BANCCORP$930.02%4,376CommonSOLE
422704106HLHECLA MINING CO$910.02%18,760CommonSOLE
879433829TDSTELEPHONE AND DATA SYSTEMS$880.02%4,248CommonSOLE
62855J104MYGNMYRIAD GENETICS INC$850.02%3,488CommonSOLE
723484101PNWPINNACLE WEST CAPITAL$820.02%1,072CommonSOLE
26210C104DBXDROPBOX INCCLASS A$780.02%3,480CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$740.01%904CommonSOLE
03782L101APPNAPPIAN CORP A$650.01%2,112CommonSOLE
32020R109FFINFIRST FINL BANKSHARES INC$410.01%1,392CommonSOLE
646025106NJRNEW JERSEY RESOURCES CORP$310.01%720CommonSOLE
554382101MACMACERICH CO THE$150.00%956CommonSOLE
219798105QDELQUIDELORTHO CORP$120.00%376CommonSOLE
55024U109LITELUMENTUM HOLDINGS INC$60.00%120CommonSOLE
05379B107AVAAVISTA CORP$50.00%156CommonSOLE
960413102WLKWESTLAKE CORP$10.00%4CommonSOLE

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.