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Neo Ivy Capital Management

Q4 2024 · 13F-HR

Neo Ivy Capital Managementholdings as filed

Filed 2025-02-18 · accession 0001727783-25-000003

$496,427
Reported value
258
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
478160104JNJJOHNSON&JOHNSON$8,2491.66%57,042CommonSOLE
49177J102KVUEKENVUE INC$8,2291.66%385,464CommonSOLE
345370860FFORD MOTOR CO$8,2241.66%830,721CommonSOLE
20030N101CMCSACOMCAST CORP-A$8,2191.66%219,024CommonSOLE
369604301GEGENERAL ELECTRIC$8,2111.65%49,230CommonSOLE
654106103NKENIKE INC -CL B$8,2051.65%108,441CommonSOLE
00724F101ADBEADOBE INC$8,2051.65%18,453CommonSOLE
67066G104NVDANVIDIA CORP$8,1471.64%60,672CommonSOLE
548661107LOWLOWE'S COS INC$7,8481.58%31,803CommonSOLE
30231G102XOMEXXON MOBIL CORP$7,2821.47%67,701CommonSOLE
053604104AVPTAVEPOINT INC$6,2291.25%377,301CommonSOLE
595112103MUMICRON TECH$5,5901.13%66,432CommonSOLE
69608A108PLTRPALANTIR TECHN-A$5,5761.12%73,728CommonSOLE
037833100AAPLAPPLE INC$5,3331.07%21,297CommonSOLE
000899104ADMAADMA BIOLOGICS I$5,1041.03%297,627CommonSOLE
053774105CARAVIS BUDGET GROU$5,0051.01%62,091CommonSOLE
040413205ANETARISTA NETWORKS$4,8650.98%44,016CommonSOLE
89832Q109TFCTRUIST FINANCIAL$4,4850.90%103,410CommonSOLE
007903107AMDADV MICRO DEVICE$4,2150.85%34,899CommonSOLE
437076102HDHOME DEPOT INC$4,1350.83%10,632CommonSOLE
433000106HIMSHIMS & HERS HEAL$4,0310.81%166,734CommonSOLE
093712107BEBLOOM ENERGY C-A$3,8340.77%172,635CommonSOLE
521865204LEALEAR CORP$3,7430.75%39,528CommonSOLE
86627T108SMMTSUMMIT THERAPEUT$3,7390.75%209,577CommonSOLE
842587107SOSOUTHERN CO$3,7340.75%45,360CommonSOLE
071813109BAXBAXTER INTL INC$3,7280.75%127,857CommonSOLE
03152W109AM6AMICUS THERAPEUT$3,7270.75%395,745CommonSOLE
369550108GDGENERAL DYNAMICS$3,7260.75%14,142CommonSOLE
717081103PFEPFIZER INC$3,7260.75%140,457CommonSOLE
002824100ABTABBOTT LABS$3,7260.75%32,946CommonSOLE
571748102MRSHMARSH & MCLENNAN$3,7260.75%17,544CommonSOLE
74834L100DGXQUEST DIAGNOSTIC$3,7230.75%24,681CommonSOLE
95058W100WENWENDY'S CO/THE$3,7230.75%228,432CommonSOLE
44952J104CRGYCRESCENT ENERG-A$3,7210.75%254,706CommonSOLE
418056107HASHASBRO INC$3,7190.75%66,519CommonSOLE
65339F101NEENEXTERA ENERGY$3,7190.75%51,885CommonSOLE
552953101MGMMGM RESORTS INTE$3,7150.75%107,220CommonSOLE
526057104LENLENNAR CORP-A$3,7130.75%27,231CommonSOLE
032095101APHAMPHENOL CORP-A$3,7130.75%53,466CommonSOLE
78467J100SSNCSS&C TECHNOLOGIE$3,7130.75%49,002CommonSOLE
00090Q103ADTADT INC$3,7090.75%536,796CommonSOLE
576485205MTDRMATADOR RESOURCE$3,7050.75%65,865CommonSOLE
934423104WBDWARNER BROS DISC$3,7000.75%350,115CommonSOLE
918204108VFCVF CORP$3,6980.74%172,341CommonSOLE
018581108BFHBREAD FINANCIAL$3,6980.74%60,579CommonSOLE
62955J103NOVNOV INC$3,6950.74%253,146CommonSOLE
759509102RSRELIANCE INC$3,6920.74%13,713CommonSOLE
12468P104AIC3.AI INC-A$3,6800.74%106,896CommonSOLE
48242W106KBRKBR INC$3,6270.73%62,619CommonSOLE
94419L101WWAYFAIR INC- A$3,5600.72%80,325CommonSOLE
594918104MSFTMICROSOFT CORP$3,4860.70%8,271CommonSOLE
98956A105ZETAZETA GLOBAL HO-A$3,3840.68%188,130CommonSOLE
36467J108GLPIGAMING AND LEISU$3,3710.68%70,008CommonSOLE
375558103GILDGILEAD SCIENCES$3,3700.68%36,486CommonSOLE
29430C102VSTSVESTIS CORP$3,3640.68%220,791CommonSOLE
90353T100UBERUBER TECHNOLOGIE$3,3630.68%55,758CommonSOLE
185123106CWANCLEARWATER AN-A$3,3620.68%122,184CommonSOLE
45166A102IDYAIDEAYA BIOSCIENC$3,3610.68%130,806CommonSOLE
857477103STTSTATE ST CORP$3,3610.68%34,245CommonSOLE
25862V105DVDOUBLEVERIFY HOL$3,3590.68%174,897CommonSOLE
462260100IOVAIOVANCE BIOTHERA$3,3530.68%453,138CommonSOLE
806857108SLBSCHLUMBERGER LTD$3,3430.67%87,216CommonSOLE
888787108TOSTTOAST INC-A$3,3370.67%91,554CommonSOLE
29786A106ETSYETSY INC$3,3340.67%63,042CommonSOLE
771049103RBLXROBLOX CORP - A$3,3340.67%57,624CommonSOLE
22266T109CPNGCOUPANG INC$3,3330.67%151,659CommonSOLE
78454L100SMSM ENERGY CO$3,2920.66%84,933CommonSOLE
343412102FLRFLUOR CORP$3,2520.66%65,943CommonSOLE
50155Q100KDKYNDRYL HOLDINGS$3,0870.62%89,244CommonSOLE
143658300CCL1EURCARNIVAL CORP$2,9810.60%119,640CommonSOLE
12008R107BLDRBUILDERS FIRSTSO$2,9140.59%20,388CommonSOLE
05370A108RNAGBPAVIDITY BIOSCIEN$2,7950.56%96,120CommonSOLE
88033G407THCTENET HEALTHCARE$2,7730.56%21,969CommonSOLE
26875P101EOGEOG RESOURCES$2,7530.55%22,461CommonSOLE
959802109WUWESTERN UNION$2,7340.55%257,937CommonSOLE
902494103TSNTYSON FOODS-A$2,7250.55%47,442CommonSOLE
58933Y105MRKMERCK & CO$2,7020.54%27,165CommonSOLE
72147K108PPCPILGRIM'S PRIDE$2,6040.52%57,387CommonSOLE
302492103FLYWFLYWIRE CORP-VOT$2,4860.50%120,564CommonSOLE
929740108WABWABTEC CORP$2,4550.49%12,951CommonSOLE
05368X102AVDXAVIDXCHANGE HLDG$2,3930.48%231,513CommonSOLE
916896103UECURANIUM ENERGY$2,2880.46%342,012CommonSOLE
15135B101CNCCENTENE CORP$2,2860.46%37,740CommonSOLE
12504L109CBRECBRE GROUP INC-A$2,2830.46%17,394CommonSOLE
16119P108CHTRCHARTER COMMUN-A$2,2780.46%6,648CommonSOLE
038222105AMATAPPLIED MATERIAL$2,2680.46%13,950CommonSOLE
64828T201RITMRITHM CAPITAL CO$2,2440.45%207,258CommonSOLE
731068102PIIPOLARIS INC$2,2330.45%38,766CommonSOLE
55087P104LYFTLYFT INC-A$2,1630.44%167,718CommonSOLE
477143101JBLUJETBLUE AIRWAYS$2,1300.43%271,017CommonSOLE
75960P104RELYREMIT GLOBAL INC$2,1270.43%94,284CommonSOLE
05352A100AVTRAVANTOR INC$2,1160.43%100,470CommonSOLE
201723103CMCCOMMERCIAL METAL$2,1020.42%42,381CommonSOLE
76954A103RIVNRIVIAN AUTOMOT-A$2,0970.42%157,704CommonSOLE
20717M1038QRCONFLUENT INC-A$2,0880.42%74,694CommonSOLE
848574109S9QSPIRIT AEROSYS-A$1,9650.40%57,681CommonSOLE
882508104TXNTEXAS INSTRUMENT$1,9380.39%10,338CommonSOLE
23918K108DVADAVITA INC$1,9260.39%12,879CommonSOLE
20825C104COPCONOCOPHILLIPS$1,9240.39%19,407CommonSOLE
460690100IPGINTERPUBLIC GRP$1,9230.39%68,634CommonSOLE
665859104NTRSNORTHERN TRUST$1,9220.39%18,756CommonSOLE
126408103CSXCSX CORP$1,9180.39%59,451CommonSOLE
166764100CVXCHEVRON CORP$1,9180.39%13,245CommonSOLE
46625H100JPMJPMORGAN CHASE$1,9160.39%7,995CommonSOLE
192422103CGNXCOGNEX CORP$1,9140.39%53,376CommonSOLE
02376R102AALAMERICAN AIRLINE$1,9120.39%109,713CommonSOLE
892356106TSCOTRACTOR SUPPLY$1,9120.39%36,036CommonSOLE
406216101HALHALLIBURTON CO$1,9070.38%70,164CommonSOLE
21874A106CORZCORE SCIENTIFIC$1,9050.38%135,642CommonSOLE
874080104TALTAL EDUCATIO-ADR$1,8850.38%188,130CommonSOLE
446150104HBANHUNTINGTON BANC$1,8770.38%115,413CommonSOLE
03852U106ARMKARAMARK$1,8740.38%50,244CommonSOLE
219798105QDELQUIDELORTHO CORP$1,8240.37%40,959CommonSOLE
866674104SUISUN COMMUNITIES$1,8090.36%14,718CommonSOLE
749685103RPMRPM INTL INC$1,8010.36%14,643CommonSOLE
74340W103PLDPROLOGIS INC$1,8010.36%17,043CommonSOLE
703395103PDCOEURPATTERSON COS$1,7990.36%58,308CommonSOLE
889478103TOLTOLL BROTHERS$1,7950.36%14,256CommonSOLE
30161Q104EXELEXELIXIS INC$1,7940.36%53,892CommonSOLE
04342Y104ASANASANA INC- CL A$1,7870.36%88,191CommonSOLE
16115Q308GTLSCHART INDUSTRIES$1,7830.36%9,345CommonSOLE
61174X109MNSTMONSTER BEVERAGE$1,7550.35%33,408CommonSOLE
03770N101APGEAPOGEE THERAPEUT$1,7450.35%38,523CommonSOLE
704551100BTUPEABODY ENERGY$1,7420.35%83,235CommonSOLE
216648501COOCOOPER COS INC$1,6690.34%18,159CommonSOLE
56418H100MANMANPOWERGROUP IN$1,6670.34%28,887CommonSOLE
291011104EMREMERSON ELEC CO$1,5560.31%12,558CommonSOLE
422704106HLHECLA MINING CO$1,5470.31%315,153CommonSOLE
70451X104PAYOPAYONEER GLOBAL$1,5430.31%153,783CommonSOLE
33829M101FIVEFIVE BELOW$1,4520.29%13,836CommonSOLE
83601L102SHCSOTERA HEALTH CO$1,4430.29%105,546CommonSOLE
871829107SYYSYSCO CORP$1,4410.29%18,852CommonSOLE
37940X102GPNGLOBAL PAYMENTS$1,4400.29%12,855CommonSOLE
71424F105PRPERMIAN RESOURCE$1,4390.29%100,125CommonSOLE
438516106HONHONEYWELL INTL$1,4380.29%6,366CommonSOLE
512807306LRCXLAM RESEARCH$1,4380.29%19,914CommonSOLE
026874784AIGAMERICAN INTERNA$1,4380.29%19,764CommonSOLE
674599105OXYOCCIDENTAL PETE$1,4370.29%29,088CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS$1,4360.29%16,833CommonSOLE
073685109BECNUSDBEACON ROOFING S$1,4360.29%14,145CommonSOLE
74736K101QRVOQORVO INC$1,4350.29%20,523CommonSOLE
565394103CARTMAPLEBEAR INC$1,4330.29%34,599CommonSOLE
12653C108CNXCNX RESOURCES CO$1,4290.29%38,988CommonSOLE
11135F101AVGOBROADCOM INC$1,4250.29%6,147CommonSOLE
459506101IFFINTL FLVR & FRAG$1,3580.27%16,068CommonSOLE
53228F101LFSTLIFESTANCE HEALT$1,3410.27%182,052CommonSOLE
552690109MDUMDU RES GROUP$1,3050.26%72,471CommonSOLE
368736104GNRCGENERAC HOLDINGS$1,3020.26%8,400CommonSOLE
70202L102PSNPARSONS CORP$1,2310.25%13,347CommonSOLE
529043101LXPUSDLXP INDUSTRIAL T$1,1990.24%147,747CommonSOLE
192446102CTSHCOGNIZANT TECH-A$1,1410.23%14,838CommonSOLE
058498106BALLBALL CORP$1,1350.23%20,592CommonSOLE
418100103HCP2EURHASHICORP I-CL A$1,0650.21%31,143CommonSOLE
004225108ACADACADIA PHARMACEU$1,0550.21%57,504CommonSOLE
440452100HRLHORMEL FOODS CRP$9920.20%31,632CommonSOLE
666807102NOCNORTHROP GRUMMAN$9850.20%2,100CommonSOLE
489170100KMTKENNAMETAL INC$9620.19%40,059CommonSOLE
37637Q105GBCIGLACIER BANCORP$8650.17%17,238CommonSOLE
06417N103OZKBANK OZK$7990.16%17,946CommonSOLE
14888U101CPRXCATALYST PHARMAC$7440.15%35,652CommonSOLE
98956P102ZBHZIMMER BIOMET HO$6890.14%6,528CommonSOLE
431636109HLMNHILLMAN SOLUTION$6740.14%69,222CommonSOLE
81619Q105SEMSELECT MEDICAL$6460.13%34,299CommonSOLE
421298100HAYWHAYWARD HOLDINGS$6230.13%40,767CommonSOLE
62886E108VYXNCR VOYIX CORP$5870.12%42,447CommonSOLE
260003108DOVDOVER CORP$5390.11%2,874CommonSOLE
808513105SCHWSCHWAB (CHARLES)$5320.11%7,197CommonSOLE
651639106NEMNEWMONT CORP$4930.10%13,263CommonSOLE
91680M107UPSTUPSTART HOLDINGS$4930.10%8,019CommonSOLE
06652K103BKUBANKUNITED INC$4920.10%12,909CommonSOLE
904311206UAUNDER ARMO-C$4860.10%65,262CommonSOLE
35909D109FYBRFRONTIER COMMUNI$4400.09%12,693CommonSOLE
422806109HEIHEICO CORP$4400.09%1,854CommonSOLE
03784Y200APLEAPPLE HOSPITALIT$4330.09%28,233CommonSOLE
72815L107PLTKPLAYTIKA HOLDING$4230.09%60,963CommonSOLE
87043Q108SGSWEETGREEN INC-A$3950.08%12,351CommonSOLE
969904101WSMWILLIAMS-SONOMA$3890.08%2,106CommonSOLE
60646V105MCWMISTER CAR WASH$3810.08%52,359CommonSOLE
703481101PTENPATTERSON-UTI$3640.07%44,088CommonSOLE
40412C101HCAHCA HEALTHCARE I$3610.07%1,203CommonSOLE
159864107CRLCHARLES RIVER LA$3610.07%1,956CommonSOLE
525327102LDOSLEIDOS HOLDINGS$3610.07%2,508CommonSOLE
233331107DTEDTE ENERGY CO$3610.07%2,991CommonSOLE
832696405SJMJM SMUCKER CO$3610.07%3,279CommonSOLE
37045V100GMGENERAL MOTORS C$3600.07%6,759CommonSOLE
002896207ANFABERCROMBIE & FI$3600.07%2,415CommonSOLE
031162100AMGNAMGEN INC$3600.07%1,383CommonSOLE
98419M100XYLXYLEM INC$3600.07%3,105CommonSOLE
30161N101EXCEXELON CORP$3600.07%9,588CommonSOLE
863667101SYKSTRYKER CORP$3600.07%1,002CommonSOLE
036752103ELVELEVANCE HEALTH$3590.07%975CommonSOLE
913903100UHSUNIVERSAL HLTH-B$3590.07%2,001CommonSOLE
244199105DEDEERE & CO$3590.07%849CommonSOLE
79466L302CRMSALESFORCE INC$3590.07%1,074CommonSOLE
92556H2060VVBPARAMOUNT GLOB-B$3590.07%34,416CommonSOLE
687793109OSCROSCAR HEALTH -A$3590.07%26,727CommonSOLE
011659109ALKALASKA AIR GROUP$3590.07%5,556CommonSOLE
682680103OKEONEOK INC$3590.07%3,579CommonSOLE
285512109EAELECTRONIC ARTS$3590.07%2,454CommonSOLE
169656105CMGCHIPOTLE MEXICAN$3590.07%5,955CommonSOLE
445658107JBHTHUNT (JB) TRANS$3590.07%2,106CommonSOLE
904311107UAAUNDER ARMOUR-A$3580.07%43,296CommonSOLE
74762E102QUREQUANTA SERVICES$3580.07%1,134CommonSOLE
12740C103CADECADENCE BANK$3440.07%10,014CommonSOLE
624758108MWAMUELLER WATER-A$3420.07%15,204CommonSOLE
14040H105COFCAPITAL ONE FINA$3330.07%1,869CommonSOLE
68622V106OGNORGANON & CO$3260.07%21,861CommonSOLE
04280A100ARWRARROWHEAD PHARMA$3180.06%16,920CommonSOLE
50077B207KTOSKRATOS DEFENSE &$3170.06%12,027CommonSOLE
08579W103BERYEURBERRY GLOBAL GRO$3100.06%4,797CommonSOLE
87256C101TKOTKO GROUP HOLDIN$3090.06%2,178CommonSOLE
13100M509CALXCALIX INC$3000.06%8,616CommonSOLE
958102105WDCWESTERN DIGITAL$2880.06%4,836CommonSOLE
410345102HN9HANESBRANDS INC$2770.06%34,080CommonSOLE
28036F105EWTXEDGEWISE THERAPE$2590.05%9,720CommonSOLE
891092108TTCTORO CO$2590.05%3,243CommonSOLE
44812J104HUTHUT 8 CORP$2520.05%12,345CommonSOLE
695156109PKGPACKAGING CORP$2380.05%1,059CommonSOLE
885160101THOTHOR INDUSTRIES$2340.05%2,451CommonSOLE
26818M108DYNDYNE THERAPEUTIC$2050.04%8,715CommonSOLE
26614N102DDDUPONT DE NEMOUR$1990.04%2,622CommonSOLE
65290E101NXTNEXTRACKER-CL A$1980.04%5,424CommonSOLE
457187102INGRINGREDION INC$1910.04%1,389CommonSOLE
099724106BWABORGWARNER INC$1880.04%5,928CommonSOLE
925550105VIAVVIAVI SOLUTIONS$1880.04%18,678CommonSOLE
76156B107RVLVREVOLVE GROUP IN$1560.03%4,662CommonSOLE
26701L100BROSDUTCH BROS INC-A$1420.03%2,718CommonSOLE
65473P105NINISOURCE INC$1330.03%3,636CommonSOLE
74276R102PRVAPRIVIA HEALTH GR$1270.03%6,540CommonSOLE
20602D101CNXCCONCENTRIX CORP$1210.02%2,802CommonSOLE
767292105RIOTRIOT PLATFORMS I$1200.02%11,754CommonSOLE
679580100ODFLOLD DOMINION FRT$1170.02%666CommonSOLE
497266106KEXKIRBY CORP$1110.02%1,050CommonSOLE
538034109LYVLIVE NATION ENTE$1020.02%792CommonSOLE
01644J108ALKTALKAMI TECHNOLOG$960.02%2,637CommonSOLE
26484T106DNBDUN & BRADSTREET$960.02%7,779CommonSOLE
053807103AVTAVNET INC$950.02%1,833CommonSOLE
46284V101IRMIRON MOUNTAIN$810.02%771CommonSOLE
03674X106ARANTERO RESOURCES$810.02%2,328CommonSOLE
052800109ALVAUTOLIV INC$680.01%732CommonSOLE
85914M107STEPSTEPSTONE GROU-A$650.01%1,137CommonSOLE
29362U104ENTGENTEGRIS INC$340.01%348CommonSOLE
589378108MRCYMERCURY SYSTEMS$330.01%798CommonSOLE
880779103TEXTEREX CORP$290.01%630CommonSOLE
87901J105TGNATEGNA INC$280.01%1,548CommonSOLE
31620R303FNFFIDELITY NATIONA$250.01%450CommonSOLE
64049M209NEONEOGENOMICS INC$240.00%1,491CommonSOLE
93403J106WRBYWARBY PARKER-A$210.00%891CommonSOLE
882681109TXRHTEXAS ROADHOUS$110.00%63CommonSOLE
13057Q305CRCCALIFORNIA RESOU$50.00%102CommonSOLE
816850101SMTCSEMTECH CORP$20.00%45CommonSOLE
25960P109DEIDOUGLAS EMMETT$10.00%57CommonSOLE
922280102VRNSVARONIS SYSTEMS$10.00%45CommonSOLE
60471A101MIRMIRION TECHNOLOG$10.00%63CommonSOLE
11135E203BNLBROADSTONE NET$10.00%111CommonSOLE
004498101ACIWACI WORLDWIDE IN$10.00%21CommonSOLE
82452J109FOURSHIFT4 PAYMENT-A$03CommonSOLE
163851108CCCHEMOURS CO$057CommonSOLE

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.