Portman Square Capital LLP Hedge Fund

CIK: 0001966898 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 16, 2024

Total Value ($000): $2,685,312 (95.4% shares, 4.6% debt)

Holdings (306)

AKAM AKAMAI TECHNOLOGIES INC 4.0%
Value ($000) $107,007 Shares 1,060,000 Est. Cost $102.58 Unrealized -5.0%
LYV LIVE NATION ENTERTAINMENT IN 3.6%
Value ($000) $97,260 Shares 888,300 Est. Cost $96.70 Unrealized 0.0%
MIDD MIDDLEBY CORP 2.7%
Value ($000) $73,530 Shares 528,500 Est. Cost $134.32 Unrealized 0.0%
SEAGATE HDD CAYMAN 2.5%
Value ($000) $66,263 Shares 46,000,000 Est. Cost $1.44 Unrealized
CCL CARNIVAL CORP 2.1%
Value ($000) $57,486 Shares 3,110,700 Est. Cost Unrealized
HEWLETT PACKARD ENTERPRISE C 1.9%
Value ($000) $50,931 Shares 840,000 Est. Cost $60.63 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 1.9%
Value ($000) $50,537 Shares 461,400 Est. Cost Unrealized
WDC WESTERN DIGITAL CORP. 1.9%
Value ($000) $49,749 Shares 728,500 Est. Cost $50.34 Unrealized 0.0%
PODD INSULET CORP 1.5%
Value ($000) $39,893 Shares 171,400 Est. Cost $185.26 Unrealized +10.8%
BABA ALIBABA GROUP HLDG LTD 1.3%
Value ($000) $36,038 Shares 337,500 Est. Cost Unrealized
WEC WEC ENERGY GROUP INC 1.2%
Value ($000) $31,739 Shares 330,000 Est. Cost $76.80 Unrealized +10.2%
TRGP TARGA RES CORP 1.1%
Value ($000) $28,433 Shares 192,100 Est. Cost $113.18 Unrealized +20.9%
FLR FLUOR CORP NEW 1.0%
Value ($000) $26,107 Shares 547,200 Est. Cost $36.78 Unrealized +28.2%
BTU PEABODY ENERGY CORP 0.9%
Value ($000) $24,977 Shares 941,100 Est. Cost Unrealized
XRX XEROX HOLDINGS CORP 0.9%
Value ($000) $24,912 Shares 2,400,000 Est. Cost $16.25 Unrealized -34.2%
GPN GLOBAL PMTS INC 0.9%
Value ($000) $24,581 Shares 240,000 Est. Cost Unrealized
BYD BOYD GAMING CORP 0.9%
Value ($000) $24,451 Shares 378,200 Est. Cost $58.21 Unrealized 0.0%
UGI UGI CORP NEW 0.9%
Value ($000) $23,969 Shares 958,000 Est. Cost $24.09 Unrealized 0.0%
PCG PG&E CORP 0.9%
Value ($000) $23,837 Shares 1,205,700 Est. Cost $16.83 Unrealized +10.1%
HPE HEWLETT PACKARD ENTERPRISE C 0.9%
Value ($000) $23,734 Shares 1,160,000 Est. Cost Unrealized
AAPL APPLE INC 0.9%
Value ($000) $23,370 Shares 100,300 Est. Cost Unrealized
SBSW SIBANYE STILLWATER LTD 0.9%
Value ($000) $23,300 Shares 5,669,100 Est. Cost $4.35 Unrealized
ROST ROSS STORES INC 0.8%
Value ($000) $22,125 Shares 147,000 Est. Cost $135.85 Unrealized +7.0%
WGO WINNEBAGO INDS INC 0.8%
Value ($000) $21,791 Shares 375,000 Est. Cost $61.87 Unrealized -7.4%
LYB LYONDELLBASELL INDUSTRIES N 0.8%
Value ($000) $21,539 Shares 224,600 Est. Cost $85.33 Unrealized -0.2%
PEABODY ENGR CORP 0.8%
Value ($000) $21,375 Shares 14,250,000 Est. Cost $1.47 Unrealized
ADSK AUTODESK INC 0.8%
Value ($000) $21,240 Shares 77,100 Est. Cost $227.21 Unrealized +10.8%
BBY BEST BUY INC 0.8%
Value ($000) $20,619 Shares 199,600 Est. Cost $73.19 Unrealized +14.6%
HLF HERBALIFE LTD 0.8%
Value ($000) $20,437 Shares 2,842,400 Est. Cost $10.71 Unrealized -14.0%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $19,801 Shares 40,100 Est. Cost $451.62 Unrealized +2.2%
DINO HF SINCLAIR CORP 0.7%
Value ($000) $19,334 Shares 433,800 Est. Cost $47.71 Unrealized -6.5%
UNM UNUM GROUP 0.7%
Value ($000) $19,324 Shares 325,100 Est. Cost Unrealized
EOG EOG RES INC 0.7%
Value ($000) $18,685 Shares 152,000 Est. Cost $119.76 Unrealized +0.5%
NFLX NETFLIX INC 0.7%
Value ($000) $18,583 Shares 26,200 Est. Cost $66.88 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.7%
Value ($000) $18,150 Shares 315,000 Est. Cost Unrealized
META META PLATFORMS INC 0.7%
Value ($000) $18,146 Shares 31,700 Est. Cost Unrealized
RIVIAN AUTOMOTIVE INC 0.7%
Value ($000) $17,841 Shares 19,700,000 Est. Cost $0.81 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.7%
Value ($000) $17,593 Shares 1,568,000 Est. Cost $14.37 Unrealized 0.0%
EQT EQT CORP 0.6%
Value ($000) $17,444 Shares 476,100 Est. Cost $38.38 Unrealized -13.0%
ENOV ENOVIS CORPORATION 0.6%
Value ($000) $17,422 Shares 404,700 Est. Cost $51.90 Unrealized -14.2%
DVN DEVON ENERGY CORP NEW 0.6%
Value ($000) $17,244 Shares 440,800 Est. Cost $43.29 Unrealized -2.6%
GLW CORNING INC 0.6%
Value ($000) $16,728 Shares 370,500 Est. Cost $33.68 Unrealized +21.3%
THC TENET HEALTHCARE CORP 0.6%
Value ($000) $16,703 Shares 100,500 Est. Cost Unrealized
FCX FREEPORT-MCMORAN INC 0.6%
Value ($000) $16,524 Shares 331,000 Est. Cost Unrealized
FISV FISERV INC 0.6%
Value ($000) $16,169 Shares 90,000 Est. Cost $151.37 Unrealized +9.0%
BSX BOSTON SCIENTIFIC CORP 0.6%
Value ($000) $16,048 Shares 191,500 Est. Cost Unrealized
OKE ONEOK INC NEW 0.6%
Value ($000) $15,857 Shares 174,000 Est. Cost $70.38 Unrealized +15.8%
FDX FEDEX CORP 0.6%
Value ($000) $15,627 Shares 57,100 Est. Cost $206.80 Unrealized +36.0%
LYV LIVE NATION ENTERTAINMENT IN 0.6%
Value ($000) $15,329 Shares 140,000 Est. Cost $96.70 Unrealized 0.0%
ITRI ITRON INC 0.6%
Value ($000) $14,953 Shares 140,000 Est. Cost $100.63 Unrealized +0.5%
AKAM AKAMAI TECHNOLOGIES INC 0.5%
Value ($000) $14,729 Shares 145,900 Est. Cost $102.58 Unrealized -5.0%
SEIC SEI INVTS CO 0.5%
Value ($000) $14,392 Shares 208,000 Est. Cost $65.68 Unrealized -0.2%
MS MORGAN STANLEY 0.5%
Value ($000) $14,260 Shares 136,800 Est. Cost Unrealized
BCO BRINKS CO 0.5%
Value ($000) $14,062 Shares 121,600 Est. Cost Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.5%
Value ($000) $14,061 Shares 61,000 Est. Cost Unrealized
DRI DARDEN RESTAURANTS INC 0.5%
Value ($000) $13,869 Shares 84,500 Est. Cost $144.82 Unrealized +0.5%
SCHW SCHWAB CHARLES CORP 0.5%
Value ($000) $13,837 Shares 213,500 Est. Cost $64.56 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.5%
Value ($000) $13,769 Shares 126,400 Est. Cost $101.97 Unrealized +0.2%
RRC RANGE RES CORP 0.5%
Value ($000) $13,750 Shares 447,000 Est. Cost $32.82 Unrealized -5.7%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $13,707 Shares 62,000 Est. Cost Unrealized
KHC KRAFT HEINZ CO 0.5%
Value ($000) $13,693 Shares 390,000 Est. Cost $32.54 Unrealized -2.2%
ORA ORMAT TECHNOLOGIES INC 0.5%
Value ($000) $13,372 Shares 173,800 Est. Cost Unrealized
DVN DEVON ENERGY CORP NEW 0.5%
Value ($000) $13,039 Shares 333,300 Est. Cost $43.29 Unrealized -2.6%
HERBALIFE LTD 0.5%
Value ($000) $12,952 Shares 17,415,000 Est. Cost $0.74 Unrealized
TXRH TEXAS ROADHOUSE INC 0.5%
Value ($000) $12,821 Shares 72,600 Est. Cost Unrealized
STZ CONSTELLATION BRANDS INC 0.5%
Value ($000) $12,756 Shares 49,500 Est. Cost $247.63 Unrealized -3.0%
NRG NRG ENERGY INC 0.5%
Value ($000) $12,708 Shares 139,500 Est. Cost Unrealized
CSX CSX CORP 0.5%
Value ($000) $12,690 Shares 367,500 Est. Cost $33.12 Unrealized +0.3%
MCHP MICROCHIP TECHNOLOGY INC. 0.4%
Value ($000) $12,044 Shares 150,000 Est. Cost Unrealized
WYNN WYNN RESORTS LTD 0.4%
Value ($000) $12,033 Shares 125,500 Est. Cost $94.38 Unrealized -16.0%
BG BUNGE GLOBAL SA 0.4%
Value ($000) $11,838 Shares 122,500 Est. Cost $98.21 Unrealized -0.5%
LOW LOWES COS INC 0.4%
Value ($000) $11,809 Shares 43,600 Est. Cost $221.75 Unrealized +6.5%
IDCC INTERDIGITAL INC 0.4%
Value ($000) $11,330 Shares 80,000 Est. Cost $131.08 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP 0.4%
Value ($000) $11,073 Shares 152,500 Est. Cost $73.23 Unrealized -0.6%
AEIS ADVANCED ENERGY INDS 0.4%
Value ($000) $10,998 Shares 104,500 Est. Cost Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $10,960 Shares 55,500 Est. Cost $134.69 Unrealized +32.7%
WING WINGSTOP INC 0.4%
Value ($000) $10,860 Shares 26,100 Est. Cost Unrealized
CROX CROCS INC 0.4%
Value ($000) $10,759 Shares 74,300 Est. Cost Unrealized
SKT TANGER INC 0.4%
Value ($000) $10,647 Shares 320,900 Est. Cost $25.65 Unrealized
PRU PRUDENTIAL FINL INC 0.4%
Value ($000) $10,633 Shares 87,800 Est. Cost Unrealized
MP MP MATERIALS CORP 0.4%
Value ($000) $10,592 Shares 600,100 Est. Cost $15.70 Unrealized -13.5%
AXON AXON ENTERPRISE INC 0.4%
Value ($000) $10,549 Shares 26,400 Est. Cost Unrealized
MET METLIFE INC 0.4%
Value ($000) $10,516 Shares 127,500 Est. Cost Unrealized
BL BLACKLINE INC 0.4%
Value ($000) $10,427 Shares 189,100 Est. Cost Unrealized
COP CONOCOPHILLIPS 0.4%
Value ($000) $10,317 Shares 98,000 Est. Cost $111.93 Unrealized -6.1%
HPQ HP INC 0.4%
Value ($000) $10,244 Shares 285,600 Est. Cost Unrealized
CMC COMMERCIAL METALS CO 0.4%
Value ($000) $10,195 Shares 185,500 Est. Cost $53.64 Unrealized -1.2%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $10,156 Shares 36,700 Est. Cost $228.03 Unrealized +11.2%
FANG DIAMONDBACK ENERGY INC 0.4%
Value ($000) $10,085 Shares 58,500 Est. Cost $186.20 Unrealized -0.6%
RS RELIANCE INC 0.4%
Value ($000) $10,036 Shares 34,700 Est. Cost $299.63 Unrealized -4.4%
DKS DICKS SPORTING GOODS INC 0.4%
Value ($000) $9,872 Shares 47,300 Est. Cost $206.76 Unrealized 0.0%
GUESS INC 0.4%
Value ($000) $9,850 Shares 489,300 Est. Cost Unrealized
MAN MANPOWERGROUP INC WIS 0.4%
Value ($000) $9,668 Shares 131,500 Est. Cost $74.01 Unrealized -3.0%
TTEK TETRA TECH INC NEW 0.4%
Value ($000) $9,432 Shares 200,000 Est. Cost Unrealized
STT STATE STR CORP 0.3%
Value ($000) $9,396 Shares 106,200 Est. Cost $70.06 Unrealized +12.4%
SPB SPECTRUM BRANDS HLDGS INC NE 0.3%
Value ($000) $9,324 Shares 98,000 Est. Cost Unrealized
PODD INSULET CORP 0.3%
Value ($000) $9,193 Shares 39,498 Est. Cost $185.26 Unrealized +10.8%
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $8,819 Shares 79,800 Est. Cost $99.23 Unrealized +3.1%
ALNY ALNYLAM PHARMACEUTICALS INC 0.3%
Value ($000) $8,691 Shares 31,600 Est. Cost $179.86 Unrealized +44.8%
LEA LEAR CORP 0.3%
Value ($000) $8,361 Shares 76,600 Est. Cost $119.12 Unrealized -8.7%
TRGP TARGA RES CORP 0.3%
Value ($000) $8,022 Shares 54,200 Est. Cost $113.18 Unrealized +20.9%
AAPL APPLE INC 0.3%
Value ($000) $7,969 Shares 34,200 Est. Cost Unrealized
CTAS CINTAS CORP 0.3%
Value ($000) $7,823 Shares 38,000 Est. Cost Unrealized
SMTC SEMTECH CORP 0.3%
Value ($000) $7,671 Shares 168,000 Est. Cost Unrealized
MTDR MATADOR RES CO 0.3%
Value ($000) $7,561 Shares 153,000 Est. Cost $58.76 Unrealized -4.2%
BBY BEST BUY INC 0.3%
Value ($000) $7,448 Shares 72,100 Est. Cost $73.19 Unrealized +14.6%
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value ($000) $7,447 Shares 75,400 Est. Cost $99.29 Unrealized +1.3%
BYD BOYD GAMING CORP 0.3%
Value ($000) $7,422 Shares 114,800 Est. Cost $58.21 Unrealized 0.0%
R RYDER SYS INC 0.3%
Value ($000) $7,348 Shares 50,400 Est. Cost Unrealized
BP BP PLC 0.3%
Value ($000) $7,300 Shares 232,556 Est. Cost $33.92 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.3%
Value ($000) $7,275 Shares 569,700 Est. Cost $14.98 Unrealized -9.4%
ARCB ARCBEST CORP 0.3%
Value ($000) $7,234 Shares 66,700 Est. Cost $119.26 Unrealized -8.8%
MUR MURPHY OIL CORP 0.3%
Value ($000) $7,187 Shares 213,000 Est. Cost $37.26 Unrealized -6.0%
BBIO BRIDGEBIO PHARMA INC 0.3%
Value ($000) $7,058 Shares 277,200 Est. Cost $29.84 Unrealized -12.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.3%
Value ($000) $7,040 Shares 45,800 Est. Cost $143.73 Unrealized +5.6%
MET METLIFE INC 0.3%
Value ($000) $7,011 Shares 85,000 Est. Cost Unrealized
VTRS VIATRIS INC 0.3%
Value ($000) $6,964 Shares 599,800 Est. Cost $10.47 Unrealized +3.3%
RL RALPH LAUREN CORP 0.3%
Value ($000) $6,941 Shares 35,800 Est. Cost Unrealized
ARKK ARK ETF TR 0.3%
Value ($000) $6,844 Shares 144,000 Est. Cost $43.95 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $6,765 Shares 13,700 Est. Cost $451.62 Unrealized +2.2%
W WAYFAIR INC 0.2%
Value ($000) $6,674 Shares 118,800 Est. Cost $53.55 Unrealized -10.0%
ROST ROSS STORES INC 0.2%
Value ($000) $6,637 Shares 44,100 Est. Cost $135.85 Unrealized +7.0%
SNX TD SYNNEX CORPORATION 0.2%
Value ($000) $6,376 Shares 53,100 Est. Cost $95.55 Unrealized +18.6%
EOG EOG RES INC 0.2%
Value ($000) $6,355 Shares 51,700 Est. Cost $119.76 Unrealized +0.5%
WOLFSPEED INC 0.2%
Value ($000) $6,305 Shares 650,000 Est. Cost $25.14 Unrealized
DINO HF SINCLAIR CORP 0.2%
Value ($000) $6,295 Shares 141,232 Est. Cost $47.71 Unrealized -6.5%
THO THOR INDS INC 0.2%
Value ($000) $6,286 Shares 57,200 Est. Cost $96.74 Unrealized +1.7%
GLW CORNING INC 0.2%
Value ($000) $6,253 Shares 138,500 Est. Cost $33.68 Unrealized +21.3%
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $6,196 Shares 158,384 Est. Cost $43.29 Unrealized -2.6%
AKAM AKAMAI TECHNOLOGIES INC 0.2%
Value ($000) $6,126 Shares 60,679 Est. Cost $102.58 Unrealized -5.0%
WDC WESTERN DIGITAL CORP. 0.2%
Value ($000) $6,105 Shares 89,400 Est. Cost $50.34 Unrealized 0.0%
CTRA COTERRA ENERGY INC 0.2%
Value ($000) $6,093 Shares 254,400 Est. Cost $23.53 Unrealized 0.0%
BBIO BRIDGEBIO PHARMA INC 0.2%
Value ($000) $6,014 Shares 236,200 Est. Cost $29.84 Unrealized -12.0%
LYB LYONDELLBASELL INDUSTRIES N 0.2%
Value ($000) $5,907 Shares 61,600 Est. Cost $85.33 Unrealized -0.2%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $5,890 Shares 35,900 Est. Cost Unrealized
W WAYFAIR INC 0.2%
Value ($000) $5,846 Shares 104,057 Est. Cost $53.55 Unrealized -10.0%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $5,790 Shares 19,900 Est. Cost Unrealized
TJX TJX COS INC NEW 0.2%
Value ($000) $5,665 Shares 48,200 Est. Cost Unrealized
NUE NUCOR CORP 0.2%
Value ($000) $5,653 Shares 37,600 Est. Cost $170.03 Unrealized -13.7%
CNMD CONMED CORP 0.2%
Value ($000) $5,552 Shares 77,200 Est. Cost $69.45 Unrealized 0.0%
ORMAT TECHNOLOGIES INC 0.2%
Value ($000) $5,541 Shares 5,300,000 Est. Cost $0.97 Unrealized
THC TENET HEALTHCARE CORP 0.2%
Value ($000) $5,534 Shares 33,300 Est. Cost Unrealized
HAL HALLIBURTON CO 0.2%
Value ($000) $5,511 Shares 189,700 Est. Cost $33.12 Unrealized -8.4%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $5,489 Shares 65,500 Est. Cost Unrealized
FISV FISERV INC 0.2%
Value ($000) $5,479 Shares 30,500 Est. Cost $151.37 Unrealized +9.0%
OKE ONEOK INC NEW 0.2%
Value ($000) $5,422 Shares 59,500 Est. Cost $70.38 Unrealized +15.8%
MLM MARTIN MARIETTA MATLS INC 0.2%
Value ($000) $5,383 Shares 10,000 Est. Cost $567.56 Unrealized -5.5%
KMX CARMAX INC 0.2%
Value ($000) $5,355 Shares 69,200 Est. Cost $72.06 Unrealized +9.7%
SIG SIGNET JEWELERS LIMITED 0.2%
Value ($000) $5,229 Shares 50,700 Est. Cost Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $5,107 Shares 7,200 Est. Cost $66.88 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.2%
Value ($000) $5,071 Shares 22,000 Est. Cost Unrealized
CTAS CINTAS CORP 0.2%
Value ($000) $5,023 Shares 24,400 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $4,970 Shares 8,500 Est. Cost $488.62 Unrealized +12.2%
BCO BRINKS CO 0.2%
Value ($000) $4,892 Shares 42,300 Est. Cost Unrealized
R RYDER SYS INC 0.2%
Value ($000) $4,855 Shares 33,300 Est. Cost Unrealized
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $4,842 Shares 29,500 Est. Cost $144.82 Unrealized +0.5%
EMR EMERSON ELEC CO 0.2%
Value ($000) $4,801 Shares 43,900 Est. Cost Unrealized
KHC KRAFT HEINZ CO 0.2%
Value ($000) $4,722 Shares 134,500 Est. Cost $32.54 Unrealized -2.2%
DINO HF SINCLAIR CORP 0.2%
Value ($000) $4,711 Shares 105,700 Est. Cost $47.71 Unrealized -6.5%
META META PLATFORMS INC 0.2%
Value ($000) $4,694 Shares 8,200 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $4,687 Shares 21,200 Est. Cost Unrealized
CSX CSX CORP 0.2%
Value ($000) $4,541 Shares 131,500 Est. Cost $33.12 Unrealized +0.3%
SEIC SEI INVTS CO 0.2%
Value ($000) $4,518 Shares 65,300 Est. Cost $65.68 Unrealized -0.2%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $4,510 Shares 17,500 Est. Cost $247.63 Unrealized -3.0%
APA APA CORPORATION 0.2%
Value ($000) $4,466 Shares 182,600 Est. Cost $27.52 Unrealized -4.3%
RH RH 0.2%
Value ($000) $4,381 Shares 13,100 Est. Cost $283.30 Unrealized -2.8%
SPHR SPHERE ENTERTAINMENT CO 0.2%
Value ($000) $4,330 Shares 98,000 Est. Cost Unrealized
WGO WINNEBAGO INDS INC 0.2%
Value ($000) $4,326 Shares 74,449 Est. Cost $61.87 Unrealized -7.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $4,322 Shares 75,000 Est. Cost Unrealized
TXRH TEXAS ROADHOUSE INC 0.2%
Value ($000) $4,291 Shares 24,300 Est. Cost Unrealized
MARATHON OIL CORP 0.2%
Value ($000) $4,192 Shares 157,400 Est. Cost $25.18 Unrealized
PCG PG&E CORP 0.2%
Value ($000) $4,164 Shares 210,600 Est. Cost $16.83 Unrealized +10.1%
SNX TD SYNNEX CORPORATION 0.2%
Value ($000) $4,059 Shares 33,800 Est. Cost $95.55 Unrealized +18.6%
FDX FEDEX CORP 0.1%
Value ($000) $4,023 Shares 14,700 Est. Cost $206.80 Unrealized +36.0%
BG BUNGE GLOBAL SA 0.1%
Value ($000) $4,011 Shares 41,500 Est. Cost $98.21 Unrealized -0.5%
EQT EQT CORP 0.1%
Value ($000) $3,950 Shares 107,800 Est. Cost $38.38 Unrealized -13.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $3,874 Shares 72,800 Est. Cost $45.22 Unrealized +3.5%
COP CONOCOPHILLIPS 0.1%
Value ($000) $3,838 Shares 36,454 Est. Cost $111.93 Unrealized -6.1%
MUR MURPHY OIL CORP 0.1%
Value ($000) $3,754 Shares 111,256 Est. Cost $37.26 Unrealized -6.0%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $3,746 Shares 57,800 Est. Cost $64.56 Unrealized 0.0%
EOG EOG RES INC 0.1%
Value ($000) $3,735 Shares 30,386 Est. Cost $119.76 Unrealized +0.5%
UNM UNUM GROUP 0.1%
Value ($000) $3,697 Shares 62,200 Est. Cost Unrealized
CROX CROCS INC 0.1%
Value ($000) $3,664 Shares 25,300 Est. Cost Unrealized
BP BP PLC 0.1%
Value ($000) $3,644 Shares 116,100 Est. Cost $33.92 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $3,617 Shares 34,700 Est. Cost Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $3,616 Shares 33,200 Est. Cost $101.97 Unrealized +0.2%
CMC COMMERCIAL METALS CO 0.1%
Value ($000) $3,539 Shares 64,400 Est. Cost $53.64 Unrealized -1.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $3,474 Shares 33,000 Est. Cost $111.93 Unrealized -6.1%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $3,459 Shares 12,500 Est. Cost $228.03 Unrealized +11.2%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $3,448 Shares 20,000 Est. Cost $186.20 Unrealized -0.6%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $3,410 Shares 68,300 Est. Cost Unrealized
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $3,391 Shares 6,300 Est. Cost $567.56 Unrealized -5.5%
RS RELIANCE INC 0.1%
Value ($000) $3,384 Shares 11,700 Est. Cost $299.63 Unrealized -4.4%
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $3,381 Shares 16,200 Est. Cost $206.76 Unrealized 0.0%
CC CHEMOURS CO 0.1%
Value ($000) $3,375 Shares 166,100 Est. Cost $24.87 Unrealized -22.5%
MAN MANPOWERGROUP INC WIS 0.1%
Value ($000) $3,375 Shares 45,900 Est. Cost $74.01 Unrealized -3.0%
MTDR MATADOR RES CO 0.1%
Value ($000) $3,290 Shares 66,563 Est. Cost $58.76 Unrealized -4.2%
LEA LEAR CORP 0.1%
Value ($000) $3,256 Shares 29,831 Est. Cost $119.12 Unrealized -8.7%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $3,019 Shares 17,513 Est. Cost $186.20 Unrealized -0.6%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $2,972 Shares 31,000 Est. Cost $94.38 Unrealized -16.0%
LEA LEAR CORP 0.1%
Value ($000) $2,903 Shares 26,600 Est. Cost $119.12 Unrealized -8.7%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $2,697 Shares 28,119 Est. Cost $85.33 Unrealized -0.2%
RRC RANGE RES CORP 0.1%
Value ($000) $2,679 Shares 87,100 Est. Cost $32.82 Unrealized -5.7%
MTDR MATADOR RES CO 0.1%
Value ($000) $2,560 Shares 51,800 Est. Cost $58.76 Unrealized -4.2%
MUR MURPHY OIL CORP 0.1%
Value ($000) $2,551 Shares 75,600 Est. Cost $37.26 Unrealized -6.0%
NRG NRG ENERGY INC 0.1%
Value ($000) $2,487 Shares 27,300 Est. Cost Unrealized
WGO WINNEBAGO INDS INC 0.1%
Value ($000) $2,481 Shares 42,700 Est. Cost $61.87 Unrealized -7.4%
RL RALPH LAUREN CORP 0.1%
Value ($000) $2,404 Shares 12,400 Est. Cost Unrealized
RS RELIANCE INC 0.1%
Value ($000) $2,377 Shares 8,218 Est. Cost $299.63 Unrealized -4.4%
ALNY ALNYLAM PHARMACEUTICALS INC 0.1%
Value ($000) $2,341 Shares 8,513 Est. Cost $179.86 Unrealized +44.8%
BG BUNGE GLOBAL SA 0.1%
Value ($000) $2,318 Shares 23,984 Est. Cost $98.21 Unrealized -0.5%
LOW LOWES COS INC 0.1%
Value ($000) $2,302 Shares 8,500 Est. Cost $221.75 Unrealized +6.5%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,283 Shares 26,000 Est. Cost $91.15 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $2,192 Shares 11,100 Est. Cost $134.69 Unrealized +32.7%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $2,158 Shares 5,400 Est. Cost Unrealized
HUM HUMANA INC 0.1%
Value ($000) $2,154 Shares 6,800 Est. Cost $371.54 Unrealized -6.1%
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $2,143 Shares 167,800 Est. Cost $14.98 Unrealized -9.4%
VTRS VIATRIS INC 0.1%
Value ($000) $2,122 Shares 182,800 Est. Cost $10.47 Unrealized +3.3%
WING WINGSTOP INC 0.1%
Value ($000) $2,122 Shares 5,100 Est. Cost Unrealized
HPQ HP INC 0.1%
Value ($000) $2,120 Shares 59,100 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $2,100 Shares 12,800 Est. Cost Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $2,081 Shares 162,931 Est. Cost $14.98 Unrealized -9.4%
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $2,075 Shares 3,856 Est. Cost $567.56 Unrealized -5.5%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $1,998 Shares 16,500 Est. Cost Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $1,986 Shares 16,900 Est. Cost Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $1,982 Shares 56,463 Est. Cost $32.54 Unrealized -2.2%
SKT TANGER INC 0.1%
Value ($000) $1,978 Shares 59,600 Est. Cost $25.65 Unrealized
BBIO BRIDGEBIO PHARMA INC 0.1%
Value ($000) $1,968 Shares 77,287 Est. Cost $29.84 Unrealized -12.0%
CC CHEMOURS CO 0.1%
Value ($000) $1,947 Shares 95,838 Est. Cost $24.87 Unrealized -22.5%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $1,891 Shares 6,500 Est. Cost Unrealized
KMX CARMAX INC 0.1%
Value ($000) $1,857 Shares 24,000 Est. Cost $72.06 Unrealized +9.7%
FLR FLUOR CORP NEW 0.1%
Value ($000) $1,841 Shares 38,581 Est. Cost $36.78 Unrealized +28.2%
SIG SIGNET JEWELERS LIMITED 0.1%
Value ($000) $1,836 Shares 17,800 Est. Cost Unrealized
MIDD MIDDLEBY CORP 0.1%
Value ($000) $1,805 Shares 12,977 Est. Cost $134.32 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $1,790 Shares 16,200 Est. Cost $99.23 Unrealized +3.1%
MAN MANPOWERGROUP INC WIS 0.1%
Value ($000) $1,771 Shares 24,090 Est. Cost $74.01 Unrealized -3.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,754 Shares 3,000 Est. Cost $488.62 Unrealized +12.2%
STT STATE STR CORP 0.1%
Value ($000) $1,752 Shares 19,800 Est. Cost $70.06 Unrealized +12.4%
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $1,713 Shares 15,643 Est. Cost $96.70 Unrealized 0.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,673 Shares 15,300 Est. Cost Unrealized
HUM HUMANA INC 0.1%
Value ($000) $1,615 Shares 5,100 Est. Cost $371.54 Unrealized -6.1%
BYD BOYD GAMING CORP 0.1%
Value ($000) $1,610 Shares 24,898 Est. Cost $58.21 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $1,561 Shares 15,800 Est. Cost $99.29 Unrealized +1.3%
APA APA CORPORATION 0.1%
Value ($000) $1,539 Shares 62,915 Est. Cost $27.52 Unrealized -4.3%
RH RH 0.1%
Value ($000) $1,538 Shares 4,600 Est. Cost $283.30 Unrealized -2.8%
ADSK AUTODESK INC 0.1%
Value ($000) $1,488 Shares 5,400 Est. Cost $227.21 Unrealized +10.8%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,426 Shares 26,800 Est. Cost $45.22 Unrealized +3.5%
ARCB ARCBEST CORP 0.1%
Value ($000) $1,410 Shares 13,000 Est. Cost $119.26 Unrealized -8.8%
HUM HUMANA INC 0.1%
Value ($000) $1,392 Shares 4,395 Est. Cost $371.54 Unrealized -6.1%
CSX CSX CORP 0.1%
Value ($000) $1,381 Shares 40,007 Est. Cost $33.12 Unrealized +0.3%
MARATHON OIL CORP 0.1%
Value ($000) $1,377 Shares 51,700 Est. Cost $25.18 Unrealized
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $1,372 Shares 57,300 Est. Cost $23.53 Unrealized 0.0%
HAL HALLIBURTON CO 0.1%
Value ($000) $1,364 Shares 46,940 Est. Cost $33.12 Unrealized -8.4%
ARKK ARK ETF TR 0.0%
Value ($000) $1,340 Shares 28,200 Est. Cost $43.95 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $1,337 Shares 8,700 Est. Cost $143.73 Unrealized +5.6%
NUE NUCOR CORP 0.0%
Value ($000) $1,336 Shares 8,887 Est. Cost $170.03 Unrealized -13.7%
CNMD CONMED CORP 0.0%
Value ($000) $1,320 Shares 18,347 Est. Cost $69.45 Unrealized 0.0%
SPCE VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $1,299 Shares 878,000 Est. Cost Unrealized
EQT EQT CORP 0.0%
Value ($000) $1,295 Shares 35,331 Est. Cost $38.38 Unrealized -13.0%
THO THOR INDS INC 0.0%
Value ($000) $1,286 Shares 11,700 Est. Cost $96.74 Unrealized +1.7%
CC CHEMOURS CO 0.0%
Value ($000) $1,280 Shares 63,000 Est. Cost $24.87 Unrealized -22.5%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $1,270 Shares 11,656 Est. Cost $101.97 Unrealized +0.2%
ADSK AUTODESK INC 0.0%
Value ($000) $1,247 Shares 4,528 Est. Cost $227.21 Unrealized +10.8%
BP BP PLC 0.0%
Value ($000) $1,234 Shares 39,300 Est. Cost $33.92 Unrealized
CNMD CONMED CORP 0.0%
Value ($000) $1,136 Shares 15,800 Est. Cost $69.45 Unrealized 0.0%
NUE NUCOR CORP 0.0%
Value ($000) $1,082 Shares 7,200 Est. Cost $170.03 Unrealized -13.7%
HAL HALLIBURTON CO 0.0%
Value ($000) $1,060 Shares 36,500 Est. Cost $33.12 Unrealized -8.4%
CFLT CONFLUENT INC 0.0%
Value ($000) $1,019 Shares 50,000 Est. Cost Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $995 Shares 13,703 Est. Cost $73.23 Unrealized -0.6%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $978 Shares 3,797 Est. Cost $247.63 Unrealized -3.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $925 Shares 9,363 Est. Cost $99.29 Unrealized +1.3%
CMC COMMERCIAL METALS CO 0.0%
Value ($000) $902 Shares 16,421 Est. Cost $53.64 Unrealized -1.2%
APA APA CORPORATION 0.0%
Value ($000) $895 Shares 36,600 Est. Cost $27.52 Unrealized -4.3%
ARCB ARCBEST CORP 0.0%
Value ($000) $824 Shares 7,600 Est. Cost $119.26 Unrealized -8.8%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $800 Shares 33,387 Est. Cost $23.53 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $776 Shares 5,049 Est. Cost $143.73 Unrealized +5.6%
SEIC SEI INVTS CO 0.0%
Value ($000) $710 Shares 10,268 Est. Cost $65.68 Unrealized -0.2%
KMX CARMAX INC 0.0%
Value ($000) $707 Shares 9,140 Est. Cost $72.06 Unrealized +9.7%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $644 Shares 6,720 Est. Cost $94.38 Unrealized -16.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $643 Shares 12,084 Est. Cost $45.22 Unrealized +3.5%
THO THOR INDS INC 0.0%
Value ($000) $572 Shares 5,209 Est. Cost $96.74 Unrealized +1.7%
GLW CORNING INC 0.0%
Value ($000) $497 Shares 11,000 Est. Cost $33.68 Unrealized +21.3%
VTRS VIATRIS INC 0.0%
Value ($000) $496 Shares 42,705 Est. Cost $10.47 Unrealized +3.3%
WOLFSPEED INC 0.0%
Value ($000) $481 Shares 49,634 Est. Cost $25.14 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $479 Shares 24,206 Est. Cost $16.83 Unrealized +10.1%
MARATHON OIL CORP 0.0%
Value ($000) $462 Shares 17,343 Est. Cost $25.18 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $437 Shares 4,796 Est. Cost $70.38 Unrealized +15.8%
ITRI ITRON INC 0.0%
Value ($000) $434 Shares 4,062 Est. Cost $100.63 Unrealized +0.5%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $430 Shares 2,620 Est. Cost $144.82 Unrealized +0.5%
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $413 Shares 6,047 Est. Cost $50.34 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $397 Shares 1,901 Est. Cost $206.76 Unrealized 0.0%
TRGP TARGA RES CORP 0.0%
Value ($000) $379 Shares 2,561 Est. Cost $113.18 Unrealized +20.9%
ARKK ARK ETF TR 0.0%
Value ($000) $343 Shares 7,219 Est. Cost $43.95 Unrealized
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $331 Shares 796 Est. Cost $1010.03 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $323 Shares 12,897 Est. Cost $24.09 Unrealized 0.0%
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $320 Shares 77,772 Est. Cost $4.35 Unrealized
RRC RANGE RES CORP 0.0%
Value ($000) $319 Shares 10,381 Est. Cost $32.82 Unrealized -5.7%
BBY BEST BUY INC 0.0%
Value ($000) $277 Shares 2,684 Est. Cost $73.19 Unrealized +14.6%
FISV FISERV INC 0.0%
Value ($000) $277 Shares 1,540 Est. Cost $151.37 Unrealized +9.0%
IDCC INTERDIGITAL INC 0.0%
Value ($000) $257 Shares 1,812 Est. Cost $131.08 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $245 Shares 895 Est. Cost $206.80 Unrealized +36.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $237 Shares 3,663 Est. Cost $64.56 Unrealized 0.0%
ROST ROSS STORES INC 0.0%
Value ($000) $219 Shares 1,452 Est. Cost $135.85 Unrealized +7.0%
NFLX NETFLIX INC 0.0%
Value ($000) $204 Shares 288 Est. Cost $66.88 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $187 Shares 16,669 Est. Cost $14.37 Unrealized 0.0%
HLF HERBALIFE LTD 0.0%
Value ($000) $73 Shares 10,186 Est. Cost $10.71 Unrealized -14.0%