MondegarAI
ONTARIO TEACHERS PENSION PLAN BOARD

Q2 2025 · 13F-HR/A

ONTARIO TEACHERS PENSION PLAN BOARDholdings as filed

Filed 2026-02-13 · accession 0001999371-26-003350

$4.84B
Reported value
306
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
36168Q104GFLGFL ENVIRONMENTAL INC$1.34B27.6%26,441,513CommonSOLE
464288513HYGISHARES TR$298.4M6.16%3,700,000CommonSOLE
594918104MSFTMICROSOFT CORP$196.5M4.06%395,125CommonSOLE
060505104BACBANK AMERICA CORP$194.3M4.01%4,107,107CommonSOLE
79466L302CRMSALESFORCE INC$184.7M3.81%677,237CommonSOLE
891160509TDTORONTO DOMINION BK ONT$180.0M3.72%2,446,307CommonSOLE
931142103WMTWALMART INC$175.6M3.63%1,795,737CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$174.1M3.60%818,194CommonSOLE
231021106CMICUMMINS INC$142.8M2.95%435,960CommonSOLE
438516106HONHONEYWELL INTL INC$139.8M2.89%600,165CommonSOLE
855244109SBUXSTARBUCKS CORP$121.9M2.52%1,330,251CommonSOLE
833445109SNOWSNOWFLAKE INC$119.4M2.47%533,578CommonSOLE
00206R102TAT&T INC$118.6M2.45%4,097,099CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$117.9M2.43%354,792CommonSOLE
369604301GEGE AEROSPACE$111.9M2.31%434,929CommonSOLE
046353108AZNNASTRAZENECA PLC$96.9M2.00%1,387,174CommonSOLE
732908108PONYPONY AI INC$85.7M1.77%6,492,530CommonSOLE
254687106DISDISNEY WALT CO$79.1M1.63%637,610CommonSOLE
444859102HUMHUMANA INC$62.1M1.28%254,162CommonSOLE
532457108LLYELI LILLY & CO$59.2M1.22%75,943CommonSOLE
72352L106PINSPINTEREST INC$58.8M1.21%1,640,403CommonSOLE
89269P103TRAEGER INC$42.2M0.87%24,693,075CommonSOLE
345370CZ1F 0 03/15/26FORD MTR CO$24.7M0.51%25,000,000CommonSOLE
811916105SASEABRIDGE GOLD INC$21.7M0.45%1,490,415CommonSOLE
44332NAB2HTHT 3 05/01/26H WORLD GROUP LTD$17.0M0.35%16,000,000CommonSOLE
H50430232LOGILOGITECH INTL S A$14.2M0.29%157,370CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$11.8M0.24%315,278CommonSOLE
98980AAB1ZTO 1.5 09/01/27ZTO EXPRESS CAYMAN INC$11.5M0.24%11,500,000CommonSOLE
15135U109CVECENOVUS ENERGY INC$10.8M0.22%795,478CommonSOLE
55087PAD6LYFT 0.625 03/01/29LYFT INC$10.7M0.22%10,000,000CommonSOLE
81141RAG5SEALTD 0.25 09/15/26SEA LTD$9.5M0.20%10,000,000CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$9.3M0.19%76,689CommonSOLE
30161Q104EXELEXELIXIS INC$9.1M0.19%207,518CommonSOLE
902681105UGIUGI CORP NEW$8.0M0.17%220,808CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$8.0M0.16%107,027CommonSOLE
559222401MGAMAGNA INTL INC$7.7M0.16%197,904CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$7.5M0.15%486,148CommonSOLE
84857L101SRSPIRE INC$7.4M0.15%100,700CommonSOLE
67059NAH1NTNX 0.25 10/01/27NUTANIX INC$7.0M0.14%5,000,000CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$6.8M0.14%76,115CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$6.8M0.14%7,000,000CommonSOLE
852234AJ2XYZ 0 05/01/26BLOCK INC$6.7M0.14%7,000,000CommonSOLE
457187102INGRINGREDION INC$6.2M0.13%45,759CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$6.2M0.13%224,985CommonSOLE
92936U109WPCWP CAREY INC$6.2M0.13%99,319CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$6.2M0.13%21,074CommonSOLE
896945AD4TRIP 0.25 04/01/26TRIPADVISOR INC$6.0M0.12%6,237,000CommonSOLE
233331107DTEDTE ENERGY CO$6.0M0.12%45,053CommonSOLE
100557107SAMBOSTON BEER INC$5.7M0.12%30,064CommonSOLE
92939U106WECWEC ENERGY GROUP INC$5.7M0.12%55,017CommonSOLE
912008109USFDUS FOODS HLDG CORP$5.6M0.12%72,797CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$5.5M0.11%17,593CommonSOLE
133131102CPTCAMDEN PPTY TR$5.5M0.11%48,367CommonSOLE
83304AAF3SNAP 0 05/01/27SNAP INC$5.4M0.11%6,000,000CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$5.3M0.11%49,896CommonSOLE
092113109BKHBLACK HILLS CORP$5.3M0.11%94,123CommonSOLE
26875P101EOGEOG RES INC$5.1M0.11%42,839CommonSOLE
031162100AMGNAMGEN INC$5.1M0.10%18,113CommonSOLE
87241L109TFIITFI INTL INC$5.0M0.10%55,885CommonSOLE
952845105WFGWEST FRASER TIMBER CO LTD$5.0M0.10%68,389CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$5.0M0.10%107,507CommonSOLE
45337C102INCYINCYTE CORP$4.9M0.10%72,671CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$4.9M0.10%26,938CommonSOLE
285512109EAELECTRONIC ARTS INC$4.8M0.10%30,057CommonSOLE
15677JAD0DAY 0.25 03/15/26DAYFORCE INC$4.8M0.10%5,000,000CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$4.7M0.10%148,095CommonSOLE
91913Y100VLOVALERO ENERGY CORP$4.7M0.10%34,691CommonSOLE
136375102CNICANADIAN NATL RY CO$4.6M0.10%44,510CommonSOLE
496902404KGCKINROSS GOLD CORP$4.6M0.10%295,900CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$4.6M0.09%125,292CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$4.6M0.09%50,248CommonSOLE
290876101EMAEMERA INC$4.5M0.09%98,057CommonSOLE
351858105FNVFRANCO NEV CORP$4.5M0.09%27,111CommonSOLE
337932107FEFIRSTENERGY CORP$4.4M0.09%108,286CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$4.4M0.09%4,403CommonSOLE
125896100CMSCMS ENERGY CORP$4.3M0.09%62,134CommonSOLE
30034W106EVRGEVERGY INC$4.3M0.09%62,154CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$4.3M0.09%28,921CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$4.2M0.09%128,062CommonSOLE
98585X104YETIYETI HLDGS INC$4.1M0.09%131,371CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$4.1M0.08%61,113CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$4.0M0.08%693CommonSOLE
117043109BCBRUNSWICK CORP$3.9M0.08%71,219CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$3.9M0.08%43,069CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$3.9M0.08%220,030CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$3.7M0.08%21,605CommonSOLE
453038408IMOIMPERIAL OIL LTD$3.7M0.08%46,505CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$3.7M0.08%19,667CommonSOLE
626755102MUSAMURPHY USA INC$3.6M0.08%8,948CommonSOLE
125523100CITHE CIGNA GROUP$3.6M0.08%11,010CommonSOLE
84762LAZ8SPB 3.375 06/01/29SPECTRUM BRANDS INC$3.6M0.08%4,000,000CommonSOLE
626717102MURMURPHY OIL CORP$3.6M0.07%158,545CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$3.5M0.07%33,680CommonSOLE
83304AAH9SNAP 0.125 03/01/28SNAP INC$3.5M0.07%4,000,000CommonSOLE
191098102COKECOCA COLA CONS INC$3.4M0.07%30,875CommonSOLE
23918K108DVADAVITA INC$3.3M0.07%23,341CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$3.3M0.07%46,050CommonSOLE
436440101HO1HOLOGIC INC$3.2M0.07%49,232CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$3.1M0.06%81,394CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.1M0.06%55,521CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$3.1M0.06%36,512CommonSOLE
G5509L101LIVNLIVANOVA PLC$3.0M0.06%67,274CommonSOLE
565394103CARTMAPLEBEAR INC$3.0M0.06%66,341CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$2.9M0.06%24,051CommonSOLE
222795502CUZCOUSINS PPTYS INC$2.9M0.06%98,051CommonSOLE
011642AB1ALRM 0 01/15/26ALARM COM HLDGS INC$2.9M0.06%3,000,000CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$2.8M0.06%21,814CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$2.7M0.06%6,684CommonSOLE
38526M106LOPEGRAND CANYON ED INC$2.7M0.06%14,319CommonSOLE
370334104GISGENERAL MLS INC$2.7M0.06%52,011CommonSOLE
780087102RYROYAL BK CDA$2.7M0.06%20,245CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$2.7M0.05%22,265CommonSOLE
349553107FTSFORTIS INC$2.6M0.05%55,042CommonSOLE
576485205MTDRMATADOR RES CO$2.6M0.05%54,363CommonSOLE
552848103MTGMGIC INVT CORP WIS$2.6M0.05%92,980CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$2.6M0.05%15,251CommonSOLE
16679L109CHWYCHEWY INC$2.5M0.05%59,715CommonSOLE
46187W107INVHINVITATION HOMES INC$2.5M0.05%77,215CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$2.5M0.05%15,003CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$2.5M0.05%242,129CommonSOLE
56501R106MFCMANULIFE FINL CORP$2.3M0.05%72,921CommonSOLE
91332UAB7U 0 11/15/26UNITY SOFTWARE INC$2.3M0.05%2,500,000CommonSOLE
384637104GHCGRAHAM HLDGS CO$2.3M0.05%2,456CommonSOLE
25809K105DASHDOORDASH INC$2.3M0.05%9,390CommonSOLE
436893200HOMBHOME BANCSHARES INC$2.3M0.05%79,371CommonSOLE
632307104NTRANATERA INC$2.2M0.05%13,181CommonSOLE
20825C104COPCONOCOPHILLIPS$2.2M0.05%24,603CommonSOLE
375558103GILDGILEAD SCIENCES INC$2.2M0.05%19,711CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$2.2M0.04%34,926CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$2.1M0.04%7,346CommonSOLE
650111107NYTNEW YORK TIMES CO$2.1M0.04%37,421CommonSOLE
22822V101CCICROWN CASTLE INC$2.1M0.04%20,202CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$2.1M0.04%19,206CommonSOLE
87612E106TGTTARGET CORP$2.1M0.04%20,875CommonSOLE
12532H104GIBCGI INC$2.0M0.04%19,269CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$2.0M0.04%9,175CommonSOLE
87971M103TUTELUS CORPORATION$2.0M0.04%124,801CommonSOLE
314211103FHIFEDERATED HERMES INC$2.0M0.04%45,234CommonSOLE
73278L105POOLPOOL CORP$2.0M0.04%6,712CommonSOLE
92826C839VVISA INC$1.9M0.04%5,492CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$1.9M0.04%63,024CommonSOLE
405024AB6HAE 0 03/01/26HAEMONETICS CORP MASS$1.9M0.04%2,000,000CommonSOLE
093671105HRBBLOCK H & R INC$1.9M0.04%34,906CommonSOLE
32020R109FFINFIRST FINL BANKSHARES INC$1.9M0.04%52,972CommonSOLE
925652109VICIVICI PPTYS INC$1.9M0.04%57,761CommonSOLE
680223104ORIOLD REP INTL CORP$1.9M0.04%48,903CommonSOLE
806407102HSICHENRY SCHEIN INC$1.9M0.04%25,658CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.9M0.04%4,883CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$1.9M0.04%136,121CommonSOLE
771049103RBLXROBLOX CORP$1.8M0.04%17,451CommonSOLE
227046109CROXCROCS INC$1.8M0.04%17,807CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST V$1.8M0.04%48,633CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$1.8M0.04%9,831CommonSOLE
784117103SEICSEI INVTS CO$1.8M0.04%19,640CommonSOLE
58155Q103MCKMCKESSON CORP$1.8M0.04%2,393CommonSOLE
00130H105AESAES CORP$1.7M0.04%162,941CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$1.7M0.04%27,469CommonSOLE
731068102PIIPOLARIS INC$1.7M0.03%41,648CommonSOLE
25754A201DPZDOMINOS PIZZA INC$1.7M0.03%3,752CommonSOLE
817565104SCISERVICE CORP INTL$1.7M0.03%20,633CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$1.7M0.03%29,641CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$1.7M0.03%44,129CommonSOLE
04621X108AIZASSURANT INC$1.6M0.03%8,310CommonSOLE
683715106OTEXOPEN TEXT CORP$1.6M0.03%55,851CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.6M0.03%13,773CommonSOLE
75734B100RDDTREDDIT INC$1.6M0.03%10,649CommonSOLE
55261F104MTBM & T BK CORP$1.6M0.03%8,111CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$1.6M0.03%36,409CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$1.5M0.03%18,910CommonSOLE
62955J103NOVNOV INC$1.5M0.03%124,130CommonSOLE
198516106COLMCOLUMBIA SPORTSWEAR CO$1.5M0.03%25,200CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.5M0.03%19,671CommonSOLE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$1.5M0.03%97,338CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$1.5M0.03%15,629CommonSOLE
58933Y105MRKMERCK & CO INC$1.5M0.03%18,926CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$1.5M0.03%40,928CommonSOLE
26603R106DUOLDUOLINGO INC$1.4M0.03%3,508CommonSOLE
15135B101CNCCENTENE CORP DEL$1.4M0.03%26,240CommonSOLE
477143AP6JBLU 0.5 04/01/26JETBLUE AIRWAYS CORP$1.4M0.03%1,500,000CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1.4M0.03%11,862CommonSOLE
637417106NNNNNN REIT INC$1.4M0.03%31,832CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.4M0.03%31,561CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.3M0.03%1,757CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.3M0.03%18,044CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$1.3M0.03%97,020CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.3M0.03%8,352CommonSOLE
550021109LULULULULEMON ATHLETICA INC$1.3M0.03%5,584CommonSOLE
371901109GNTXGENTEX CORP$1.3M0.03%59,812CommonSOLE
086516101BBYBEST BUY INC$1.3M0.03%19,420CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$1.3M0.03%65,875CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$1.3M0.03%6,384CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$1.3M0.03%10,092CommonSOLE
92839U206VCVISTEON CORP$1.3M0.03%13,557CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$1.2M0.03%9,862CommonSOLE
88160R101TSLATESLA INC$1.2M0.03%3,892CommonSOLE
G3198U102ESNTESSENT GROUP LTD$1.2M0.03%20,296CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$1.2M0.03%22,270CommonSOLE
29530P102ERIEERIE INDTY CO$1.2M0.02%3,464CommonSOLE
278642103EBAYEBAY INC.$1.2M0.02%16,124CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.2M0.02%4,417CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$1.2M0.02%33,238CommonSOLE
H1467J104CBCHUBB LIMITED$1.2M0.02%4,072CommonSOLE
83601L102SHCSOTERA HEALTH CO$1.2M0.02%106,016CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$1.2M0.02%12,004CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$1.2M0.02%24,577CommonSOLE
718546104PSXPHILLIPS 66$1.2M0.02%9,657CommonSOLE
090572207BIOBIO RAD LABS INC$1.1M0.02%4,702CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$1.1M0.02%31,357CommonSOLE
842587107SOSOUTHERN CO$1.1M0.02%12,312CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$1.1M0.02%5,007CommonSOLE
053332102AZOAUTOZONE INC$1.1M0.02%301CommonSOLE
001055102AFLAFLAC INC$1.1M0.02%10,560CommonSOLE
857477103STTSTATE STR CORP$1.1M0.02%10,228CommonSOLE
166764100CVXCHEVRON CORP NEW$1.1M0.02%7,558CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1.1M0.02%8,305CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$1.0M0.02%4,766CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.0M0.02%3,890CommonSOLE
749607107RLIRLI CORP$1.0M0.02%14,339CommonSOLE
G3265R107APTVAPTIV PLC$1.0M0.02%14,821CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.0M0.02%1,892CommonSOLE
33829M101FIVEFIVE BELOW INC$990,2780.02%7,549CommonSOLE
406216101HALHALLIBURTON CO$989,8970.02%48,572CommonSOLE
665859104NTRSNORTHERN TR CORP$985,4120.02%7,772CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$983,6240.02%10,796CommonSOLE
98978V103ZTSZOETIS INC$981,2370.02%6,292CommonSOLE
33835LAA3FVRR 0 11/01/25FIVERR INTL LTD$977,1290.02%1,000,000CommonSOLE
437076102HDHOME DEPOT INC$967,1960.02%2,638CommonSOLE
12685JAG0CABO 1.125 03/15/28CABLE ONE INC$966,1530.02%1,250,000CommonSOLE
23282W605CYTKCYTOKINETICS INC$962,6200.02%29,135CommonSOLE
49803T300KRGKITE RLTY GROUP TR$961,5150.02%42,451CommonSOLE
16359R103CHECHEMED CORP NEW$958,7650.02%1,969CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$946,5560.02%3,265CommonSOLE
922475108VEEVVEEVA SYS INC$941,6950.02%3,270CommonSOLE
717081103PFEPFIZER INC$936,3180.02%38,627CommonSOLE
252131107DXCMDEXCOM INC$921,6950.02%10,559CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$907,7840.02%42,820CommonSOLE
518439104ELLAUDER ESTEE COS INC$898,4960.02%11,120CommonSOLE
806857108SLBSCHLUMBERGER LTD$895,8690.02%26,505CommonSOLE
743315103PGRPROGRESSIVE CORP$871,8320.02%3,267CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$852,7370.02%5,560CommonSOLE
229663109CUBECUBESMART$852,5080.02%20,059CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$844,8450.02%17,568CommonSOLE
052800109ALVAUTOLIV INC$820,5630.02%7,333CommonSOLE
205887102CAGCONAGRA BRANDS INC$812,8840.02%39,711CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$810,6020.02%18,114CommonSOLE
412822108HOGHARLEY DAVIDSON INC$792,3230.02%33,573CommonSOLE
879369106TFXTELEFLEX INCORPORATED$759,9900.02%6,421CommonSOLE
548661107LOWLOWES COS INC$757,2420.02%3,413CommonSOLE
959802109WUWESTERN UN CO$755,5180.02%89,729CommonSOLE
403949100DINOHF SINCLAIR CORP$742,6440.02%18,078CommonSOLE
929089100VOYAVOYA FINANCIAL INC$738,8260.02%10,406CommonSOLE
12572Q105CMECME GROUP INC$735,9050.02%2,670CommonSOLE
09062X103BIIBBIOGEN INC$726,6640.02%5,786CommonSOLE
063671101BMOBANK MONTREAL QUE$721,2390.01%6,504CommonSOLE
09290D101BLKBLACKROCK INC$687,2590.01%655CommonSOLE
500754106KHCKRAFT HEINZ CO$679,0920.01%26,301CommonSOLE
008492100ADCAGREE RLTY CORP$677,0470.01%9,267CommonSOLE
919794107VLYVALLEY NATL BANCORP$676,9210.01%75,803CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$670,6040.01%11,683CommonSOLE
902973304USBUS BANCORP DEL$669,9720.01%14,806CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$661,6880.01%8,711CommonSOLE
05577W200DOOBRP INC$654,3560.01%13,472CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$633,7640.01%34,369CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$618,1340.01%1,100CommonSOLE
947890109WBSWEBSTER FINL CORP$613,7590.01%11,241CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$600,6360.01%307CommonSOLE
410867105THGHANOVER INS GROUP INC$596,0740.01%3,509CommonSOLE
146229109CRICARTERS INC$578,4360.01%19,198CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$574,3960.01%2,463CommonSOLE
55354G100MSCIMSCI INC$556,5540.01%965CommonSOLE
885160101THOTHOR INDS INC$555,7730.01%6,258CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$549,6340.01%5,443CommonSOLE
90384S303ULTAULTA BEAUTY INC$545,0100.01%1,165CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$544,9380.01%3,696CommonSOLE
03743Q108APAAPA CORPORATION$541,4570.01%29,604CommonSOLE
256677105DGDOLLAR GEN CORP NEW$508,8770.01%4,449CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$507,6340.01%18,446CommonSOLE
114340102AZTAAZENTA INC$494,0500.01%16,051CommonSOLE
459044103IBOCINTERNATIONAL BANCSHARES COR$491,8120.01%7,389CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$474,3670.01%2,761CommonSOLE
337738108FISVFISERV INC$472,0590.01%2,738CommonSOLE
316773100FITBFIFTH THIRD BANCORP$466,5380.01%11,343CommonSOLE
084423102WRBBERKLEY W R CORP$448,9750.01%6,111CommonSOLE
646025106NJRNEW JERSEY RES CORP$432,4230.01%9,648CommonSOLE
384747101GRALGRAIL INC$430,1800.01%8,366CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$420,8910.01%2,139CommonSOLE
872540109TJXTJX COS INC NEW$417,8900.01%3,384CommonSOLE
26884U109EPREPR PPTYS$396,9250.01%6,813CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$396,9230.01%3,851CommonSOLE
172062101CINFCINCINNATI FINL CORP$391,3620.01%2,628CommonSOLE
761152107RMDRESMED INC$388,8060.01%1,507CommonSOLE
35137L105FOXAFOX CORP$386,9000.01%6,904CommonSOLE
G5960L103MDTMEDTRONIC PLC$371,4310.01%4,261CommonSOLE
888787108TOSTTOAST INC$316,2310.01%7,140CommonSOLE
892672106TWTRADEWEB MKTS INC$312,7100.01%2,136CommonSOLE
49177J102KVUEKENVUE INC$302,7730.01%14,466CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$302,7650.01%1,664CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$295,2500.01%2,327CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$292,2130.01%6,716CommonSOLE
126650100CVSCVS HEALTH CORP$284,1290.01%4,119CommonSOLE
103304101BYDBOYD GAMING CORP$256,1250.01%3,274CommonSOLE
681919106OMCOMNICOM GROUP INC$254,8110.01%3,542CommonSOLE
200340107CMACOMERICA INC$254,7050.01%4,270CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$238,3680.00%1,571CommonSOLE
009066101ABNBAIRBNB INC$230,1390.00%1,739CommonSOLE
222070203COTYCOTY INC$82,7330.00%17,792CommonSOLE

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.