Portman Square Capital LLP Hedge Fund

CIK: 0001966898 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 16, 2025

Total Value ($000): $2,791,079 (94.8% shares, 5.2% debt)

Holdings (248)

LYV LIVE NATION ENTERTAINMENT IN 5.9%
Value ($000) $164,232 Shares 1,268,200 Est. Cost $96.70 Unrealized +30.2%
BOEING CO 4.9%
Value ($000) $136,944 Shares 2,252,000 Est. Cost $60.81 Unrealized
NEXTERA ENERGY INC 4.6%
Value ($000) $128,142 Shares 2,800,000 Est. Cost $45.77 Unrealized
SEAGATE HDD CAYMAN 4.4%
Value ($000) $122,961 Shares 102,000,000 Est. Cost $1.31 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 3.7%
Value ($000) $101,963 Shares 1,066,000 Est. Cost $102.58 Unrealized -4.4%
STX SEAGATE TECHNOLOGY HLDNGS PL 2.8%
Value ($000) $77,791 Shares 901,300 Est. Cost $98.15 Unrealized 0.0%
BA BOEING CO 2.7%
Value ($000) $75,668 Shares 427,500 Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD 2.7%
Value ($000) $75,378 Shares 889,000 Est. Cost $84.79 Unrealized
NEE NEXTERA ENERGY INC 2.5%
Value ($000) $70,256 Shares 980,000 Est. Cost Unrealized
MIDD MIDDLEBY CORP 2.1%
Value ($000) $58,162 Shares 429,400 Est. Cost $134.32 Unrealized +2.6%
AKAM AKAMAI TECHNOLOGIES INC 1.9%
Value ($000) $52,024 Shares 543,900 Est. Cost $102.58 Unrealized -4.4%
PCG PG&E CORP 1.8%
Value ($000) $49,786 Shares 2,467,100 Est. Cost $18.02 Unrealized +11.9%
WDC WESTERN DIGITAL CORP 1.7%
Value ($000) $47,483 Shares 796,300 Est. Cost $50.09 Unrealized -0.0%
CCL CARNIVAL CORP 1.7%
Value ($000) $46,618 Shares 1,870,700 Est. Cost Unrealized
UGI UGI CORP NEW 1.5%
Value ($000) $40,936 Shares 1,450,100 Est. Cost $25.54 Unrealized +1.6%
PODD INSULET CORP 1.2%
Value ($000) $34,305 Shares 131,400 Est. Cost $198.18 Unrealized +27.1%
TRGP TARGA RES CORP 1.1%
Value ($000) $31,148 Shares 174,500 Est. Cost $113.18 Unrealized +54.8%
WEC WEC ENERGY GROUP INC 1.1%
Value ($000) $31,033 Shares 330,000 Est. Cost Unrealized
MIDD MIDDLEBY CORP 1.0%
Value ($000) $28,512 Shares 210,500 Est. Cost $134.32 Unrealized +2.6%
FLR FLUOR CORP NEW 1.0%
Value ($000) $27,752 Shares 562,700 Est. Cost $36.78 Unrealized +43.3%
HPE HEWLETT PACKARD ENTERPRISE C 0.9%
Value ($000) $24,766 Shares 1,160,000 Est. Cost Unrealized
AAPL APPLE INC 0.8%
Value ($000) $23,590 Shares 94,200 Est. Cost Unrealized
ITRI ITRON INC 0.8%
Value ($000) $21,499 Shares 198,000 Est. Cost $100.87 Unrealized +10.8%
UNM UNUM GROUP 0.8%
Value ($000) $21,149 Shares 289,600 Est. Cost $68.94 Unrealized 0.0%
NFLX NETFLIX INC 0.8%
Value ($000) $21,124 Shares 23,700 Est. Cost $66.88 Unrealized +23.1%
ROST ROSS STORES INC 0.7%
Value ($000) $20,255 Shares 133,900 Est. Cost $135.85 Unrealized +6.8%
GPN GLOBAL PMTS INC 0.7%
Value ($000) $20,171 Shares 180,000 Est. Cost Unrealized
EQT EQT CORP 0.7%
Value ($000) $20,030 Shares 434,400 Est. Cost $38.38 Unrealized +6.0%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $19,957 Shares 37,900 Est. Cost Unrealized
AEIS ADVANCED ENERGY INDS 0.7%
Value ($000) $19,252 Shares 166,500 Est. Cost $112.07 Unrealized 0.0%
WGO WINNEBAGO INDS INC 0.7%
Value ($000) $18,711 Shares 391,600 Est. Cost $59.84 Unrealized -5.3%
CMG CHIPOTLE MEXICAN GRILL INC 0.7%
Value ($000) $18,392 Shares 305,000 Est. Cost Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.6%
Value ($000) $18,130 Shares 140,000 Est. Cost $96.70 Unrealized +30.2%
ENOV ENOVIS CORPORATION 0.6%
Value ($000) $17,758 Shares 404,700 Est. Cost Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $17,507 Shares 29,900 Est. Cost Unrealized
MSTR MICROSTRATEGY INC 0.6%
Value ($000) $17,377 Shares 60,000 Est. Cost Unrealized
FISV FISERV INC 0.6%
Value ($000) $17,029 Shares 82,900 Est. Cost $151.37 Unrealized +34.9%
GLW CORNING INC 0.6%
Value ($000) $16,200 Shares 340,900 Est. Cost $33.68 Unrealized +37.6%
BBY BEST BUY INC 0.6%
Value ($000) $16,156 Shares 188,300 Est. Cost $73.19 Unrealized +17.3%
OKE ONEOK INC NEW 0.6%
Value ($000) $16,094 Shares 160,300 Est. Cost $70.38 Unrealized +37.6%
MS MORGAN STANLEY 0.6%
Value ($000) $16,004 Shares 127,300 Est. Cost Unrealized
BSX BOSTON SCIENTIFIC CORP 0.6%
Value ($000) $15,747 Shares 176,300 Est. Cost Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.5%
Value ($000) $15,159 Shares 204,100 Est. Cost $79.17 Unrealized -4.4%
EOG EOG RES INC 0.5%
Value ($000) $14,612 Shares 119,200 Est. Cost $119.76 Unrealized +3.0%
DRI DARDEN RESTAURANTS INC 0.5%
Value ($000) $14,524 Shares 77,800 Est. Cost $144.82 Unrealized +12.3%
FDX FEDEX CORP 0.5%
Value ($000) $14,460 Shares 51,400 Est. Cost $206.80 Unrealized +31.4%
SBSW SIBANYE STILLWATER LTD 0.5%
Value ($000) $14,374 Shares 4,355,900 Est. Cost $4.35 Unrealized
RRC RANGE RES CORP 0.5%
Value ($000) $14,327 Shares 398,200 Est. Cost $32.82 Unrealized +0.8%
BYD BOYD GAMING CORP 0.5%
Value ($000) $14,247 Shares 196,400 Est. Cost $58.21 Unrealized +19.2%
AXON AXON ENTERPRISE INC 0.5%
Value ($000) $14,145 Shares 23,800 Est. Cost Unrealized
SCHW SCHWAB CHARLES CORP 0.5%
Value ($000) $14,129 Shares 190,900 Est. Cost $64.56 Unrealized +14.3%
HLT HILTON WORLDWIDE HLDGS INC 0.5%
Value ($000) $13,890 Shares 56,200 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $13,629 Shares 62,000 Est. Cost Unrealized
VENTAS RLTY LTD PARTNERSHIP 0.5%
Value ($000) $12,848 Shares 11,250,000 Est. Cost $1.14 Unrealized
PODD INSULET CORP 0.5%
Value ($000) $12,796 Shares 49,014 Est. Cost $198.18 Unrealized +27.1%
DVN DEVON ENERGY CORP NEW 0.4%
Value ($000) $11,842 Shares 361,800 Est. Cost $41.18 Unrealized -11.5%
TROW PRICE T ROWE GROUP INC 0.4%
Value ($000) $11,569 Shares 102,300 Est. Cost $101.97 Unrealized +6.9%
BL BLACKLINE INC 0.4%
Value ($000) $11,490 Shares 189,100 Est. Cost Unrealized
FCX FREEPORT-MCMORAN INC 0.4%
Value ($000) $11,230 Shares 294,900 Est. Cost $44.04 Unrealized 0.0%
NRG NRG ENERGY INC 0.4%
Value ($000) $11,214 Shares 124,300 Est. Cost Unrealized
KHC KRAFT HEINZ CO 0.4%
Value ($000) $11,022 Shares 358,900 Est. Cost $31.83 Unrealized -3.7%
CSX CSX CORP 0.4%
Value ($000) $10,914 Shares 338,200 Est. Cost $33.36 Unrealized +1.0%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $10,743 Shares 36,700 Est. Cost Unrealized
STARWOOD PPTY TR INC 0.4%
Value ($000) $10,437 Shares 10,000,000 Est. Cost $1.04 Unrealized
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $10,100 Shares 45,700 Est. Cost $235.88 Unrealized -1.9%
WYNN WYNN RESORTS LTD 0.4%
Value ($000) $10,029 Shares 116,400 Est. Cost $93.68 Unrealized -0.3%
DVN DEVON ENERGY CORP NEW 0.4%
Value ($000) $9,888 Shares 302,100 Est. Cost $41.18 Unrealized -11.5%
ALNY ALNYLAM PHARMACEUTICALS INC 0.4%
Value ($000) $9,789 Shares 41,600 Est. Cost $208.30 Unrealized +26.3%
SKT TANGER INC 0.3%
Value ($000) $9,751 Shares 285,700 Est. Cost Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $9,625 Shares 39,000 Est. Cost Unrealized
ON ON SEMICONDUCTOR CORP 0.3%
Value ($000) $9,615 Shares 152,500 Est. Cost $73.23 Unrealized -5.9%
STWD STARWOOD PPTY TR INC 0.3%
Value ($000) $9,475 Shares 500,000 Est. Cost Unrealized
MP MP MATERIALS CORP 0.3%
Value ($000) $9,362 Shares 600,100 Est. Cost Unrealized
PRU PRUDENTIAL FINL INC 0.3%
Value ($000) $9,293 Shares 78,400 Est. Cost Unrealized
STT STATE STR CORP 0.3%
Value ($000) $9,285 Shares 94,600 Est. Cost Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $9,122 Shares 146,500 Est. Cost $111.93 Unrealized -8.6%
TRGP TARGA RES CORP 0.3%
Value ($000) $8,854 Shares 49,600 Est. Cost $113.18 Unrealized +54.8%
FANG DIAMONDBACK ENERGY INC 0.3%
Value ($000) $8,847 Shares 54,000 Est. Cost $184.40 Unrealized -7.3%
ABBV ABBVIE INC 0.3%
Value ($000) $8,814 Shares 49,600 Est. Cost Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.3%
Value ($000) $8,603 Shares 150,000 Est. Cost Unrealized
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $8,421 Shares 71,200 Est. Cost Unrealized
HPQ HP INC 0.3%
Value ($000) $8,301 Shares 254,400 Est. Cost Unrealized
SPB SPECTRUM BRANDS HLDGS INC NE 0.3%
Value ($000) $8,280 Shares 98,000 Est. Cost Unrealized
RL RALPH LAUREN CORP 0.3%
Value ($000) $8,269 Shares 35,800 Est. Cost Unrealized
TTEK TETRA TECH INC NEW 0.3%
Value ($000) $7,968 Shares 200,000 Est. Cost $44.89 Unrealized 0.0%
BBIO BRIDGEBIO PHARMA INC 0.3%
Value ($000) $7,606 Shares 277,200 Est. Cost $29.84 Unrealized -13.4%
CNMD CONMED CORP 0.3%
Value ($000) $7,556 Shares 110,400 Est. Cost $69.45 Unrealized -1.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.3%
Value ($000) $7,547 Shares 41,000 Est. Cost $143.73 Unrealized +20.7%
W WAYFAIR INC 0.3%
Value ($000) $7,541 Shares 170,148 Est. Cost $51.07 Unrealized -7.6%
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $7,488 Shares 228,793 Est. Cost $41.18 Unrealized -11.5%
ARKK ARK ETF TR 0.3%
Value ($000) $7,289 Shares 128,400 Est. Cost $43.95 Unrealized
ADSK AUTODESK INC 0.3%
Value ($000) $7,182 Shares 24,300 Est. Cost $227.21 Unrealized +30.0%
VTR VENTAS INC 0.3%
Value ($000) $7,067 Shares 120,000 Est. Cost Unrealized
DINO HF SINCLAIR CORP 0.3%
Value ($000) $7,014 Shares 200,100 Est. Cost $47.71 Unrealized -19.0%
GUESS INC 0.2%
Value ($000) $6,880 Shares 489,300 Est. Cost Unrealized
WDC WESTERN DIGITAL CORP 0.2%
Value ($000) $6,877 Shares 115,334 Est. Cost $50.09 Unrealized -0.0%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $6,845 Shares 13,000 Est. Cost Unrealized
BG BUNGE GLOBAL SA 0.2%
Value ($000) $6,835 Shares 87,900 Est. Cost $94.56 Unrealized -10.7%
WING WINGSTOP INC 0.2%
Value ($000) $6,650 Shares 23,400 Est. Cost Unrealized
VTRS VIATRIS INC 0.2%
Value ($000) $6,648 Shares 534,000 Est. Cost $10.47 Unrealized +11.1%
COP CONOCOPHILLIPS 0.2%
Value ($000) $6,501 Shares 102,400 Est. Cost $111.93 Unrealized -8.6%
BP BP PLC 0.2%
Value ($000) $6,359 Shares 215,107 Est. Cost $33.92 Unrealized
ROST ROSS STORES INC 0.2%
Value ($000) $6,111 Shares 40,400 Est. Cost $135.85 Unrealized +6.8%
GLW CORNING INC 0.2%
Value ($000) $6,059 Shares 127,500 Est. Cost $33.68 Unrealized +37.6%
AAPL APPLE INC 0.2%
Value ($000) $6,010 Shares 24,000 Est. Cost Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value ($000) $5,959 Shares 67,200 Est. Cost $95.08 Unrealized -8.8%
BBY BEST BUY INC 0.2%
Value ($000) $5,834 Shares 68,000 Est. Cost $73.19 Unrealized +17.3%
WGO WINNEBAGO INDS INC 0.2%
Value ($000) $5,825 Shares 121,920 Est. Cost $59.84 Unrealized -5.3%
TJX TJX COS INC NEW 0.2%
Value ($000) $5,823 Shares 48,200 Est. Cost Unrealized
CTRA COTERRA ENERGY INC 0.2%
Value ($000) $5,790 Shares 226,700 Est. Cost $23.53 Unrealized +1.7%
LYB LYONDELLBASELL INDUSTRIES N 0.2%
Value ($000) $5,774 Shares 77,738 Est. Cost $79.17 Unrealized -4.4%
FISV FISERV INC 0.2%
Value ($000) $5,772 Shares 28,100 Est. Cost $151.37 Unrealized +34.9%
ARCB ARCBEST CORP 0.2%
Value ($000) $5,562 Shares 59,600 Est. Cost $112.68 Unrealized -7.0%
OKE ONEOK INC NEW 0.2%
Value ($000) $5,502 Shares 54,800 Est. Cost $70.38 Unrealized +37.6%
EMR EMERSON ELEC CO 0.2%
Value ($000) $5,441 Shares 43,900 Est. Cost Unrealized
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $5,386 Shares 60,300 Est. Cost Unrealized
BBIO BRIDGEBIO PHARMA INC 0.2%
Value ($000) $5,375 Shares 195,900 Est. Cost $29.84 Unrealized -13.4%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $5,279 Shares 99,500 Est. Cost Unrealized
W WAYFAIR INC 0.2%
Value ($000) $5,265 Shares 118,800 Est. Cost $51.07 Unrealized -7.6%
RH RH 0.2%
Value ($000) $5,156 Shares 13,100 Est. Cost Unrealized
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $5,097 Shares 27,300 Est. Cost $144.82 Unrealized +12.3%
KMX CARMAX INC 0.2%
Value ($000) $5,069 Shares 62,000 Est. Cost $72.06 Unrealized +9.0%
HLT HILTON WORLDWIDE HLDGS INC 0.2%
Value ($000) $5,017 Shares 20,300 Est. Cost Unrealized
WDC WESTERN DIGITAL CORP 0.2%
Value ($000) $4,973 Shares 83,400 Est. Cost $50.09 Unrealized -0.0%
BG BUNGE GLOBAL SA 0.2%
Value ($000) $4,907 Shares 63,100 Est. Cost $94.56 Unrealized -10.7%
THO THOR INDS INC 0.2%
Value ($000) $4,891 Shares 51,100 Est. Cost $99.83 Unrealized +3.8%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $4,660 Shares 21,200 Est. Cost Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $4,626 Shares 7,900 Est. Cost Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.2%
Value ($000) $4,608 Shares 490,200 Est. Cost $13.39 Unrealized -10.0%
EQT EQT CORP 0.2%
Value ($000) $4,602 Shares 99,800 Est. Cost $38.38 Unrealized +6.0%
HAL HALLIBURTON CO 0.2%
Value ($000) $4,595 Shares 169,000 Est. Cost $33.12 Unrealized -14.6%
SYNA SYNAPTICS INC 0.2%
Value ($000) $4,594 Shares 60,200 Est. Cost Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $4,523 Shares 75,000 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $4,336 Shares 35,900 Est. Cost Unrealized
WOLFSPEED INC 0.2%
Value ($000) $4,329 Shares 650,000 Est. Cost $14.99 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $4,310 Shares 72,800 Est. Cost $45.22 Unrealized +22.4%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $4,300 Shares 8,500 Est. Cost Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $4,181 Shares 56,300 Est. Cost $79.17 Unrealized -4.4%
MS MORGAN STANLEY 0.1%
Value ($000) $4,136 Shares 32,900 Est. Cost Unrealized
SIG SIGNET JEWELERS LIMITED 0.1%
Value ($000) $4,092 Shares 50,700 Est. Cost Unrealized
UNM UNUM GROUP 0.1%
Value ($000) $4,046 Shares 55,400 Est. Cost $68.94 Unrealized 0.0%
CFLT CONFLUENT INC 0.1%
Value ($000) $3,914 Shares 140,000 Est. Cost Unrealized
CSX CSX CORP 0.1%
Value ($000) $3,905 Shares 121,000 Est. Cost $33.36 Unrealized +1.0%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $3,802 Shares 123,800 Est. Cost $31.83 Unrealized -3.7%
FDX FEDEX CORP 0.1%
Value ($000) $3,770 Shares 13,400 Est. Cost $206.80 Unrealized +31.4%
APA APA CORPORATION 0.1%
Value ($000) $3,759 Shares 162,800 Est. Cost $27.43 Unrealized -19.3%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $3,580 Shares 16,200 Est. Cost $235.88 Unrealized -1.9%
EOG EOG RES INC 0.1%
Value ($000) $3,494 Shares 28,500 Est. Cost $119.76 Unrealized +3.0%
NUE NUCOR CORP 0.1%
Value ($000) $3,408 Shares 29,200 Est. Cost $162.26 Unrealized -13.2%
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $3,362 Shares 357,644 Est. Cost $13.39 Unrealized -10.0%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $3,253 Shares 19,856 Est. Cost $184.40 Unrealized -7.3%
ALNY ALNYLAM PHARMACEUTICALS INC 0.1%
Value ($000) $3,045 Shares 12,939 Est. Cost $208.30 Unrealized +26.3%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $3,031 Shares 18,500 Est. Cost $184.40 Unrealized -7.3%
INTC INTEL CORP 0.1%
Value ($000) $3,008 Shares 150,000 Est. Cost Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $3,006 Shares 13,600 Est. Cost $235.88 Unrealized -1.9%
EZPW EZCORP INC 0.1%
Value ($000) $2,933 Shares 240,000 Est. Cost Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $2,912 Shares 4,900 Est. Cost Unrealized
DINO HF SINCLAIR CORP 0.1%
Value ($000) $2,869 Shares 81,857 Est. Cost $47.71 Unrealized -19.0%
RL RALPH LAUREN CORP 0.1%
Value ($000) $2,864 Shares 12,400 Est. Cost Unrealized
SMTC SEMTECH CORP 0.1%
Value ($000) $2,857 Shares 46,200 Est. Cost Unrealized
RRC RANGE RES CORP 0.1%
Value ($000) $2,792 Shares 77,600 Est. Cost $32.82 Unrealized +0.8%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $2,772 Shares 90,256 Est. Cost $31.83 Unrealized -3.7%
PCG PG&E CORP 0.1%
Value ($000) $2,662 Shares 131,900 Est. Cost $18.02 Unrealized +11.9%
DINO HF SINCLAIR CORP 0.1%
Value ($000) $2,601 Shares 74,200 Est. Cost $47.71 Unrealized -19.0%
BG BUNGE GLOBAL SA 0.1%
Value ($000) $2,538 Shares 32,643 Est. Cost $94.56 Unrealized -10.7%
XRX XEROX HOLDINGS CORP 0.1%
Value ($000) $2,529 Shares 300,000 Est. Cost Unrealized
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $2,524 Shares 29,300 Est. Cost $93.68 Unrealized -0.3%
BYD BOYD GAMING CORP 0.1%
Value ($000) $2,517 Shares 34,700 Est. Cost $58.21 Unrealized +19.2%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $2,319 Shares 60,900 Est. Cost $44.04 Unrealized 0.0%
CSX CSX CORP 0.1%
Value ($000) $2,267 Shares 70,259 Est. Cost $33.36 Unrealized +1.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $2,230 Shares 22,482 Est. Cost $111.93 Unrealized -8.6%
NFLX NETFLIX INC 0.1%
Value ($000) $2,228 Shares 2,500 Est. Cost $66.88 Unrealized +23.1%
NRG NRG ENERGY INC 0.1%
Value ($000) $2,201 Shares 24,400 Est. Cost Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $2,042 Shares 16,900 Est. Cost Unrealized
VTRS VIATRIS INC 0.1%
Value ($000) $2,027 Shares 162,800 Est. Cost $10.47 Unrealized +11.1%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1,903 Shares 6,500 Est. Cost Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $1,900 Shares 7,700 Est. Cost Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $1,884 Shares 200,400 Est. Cost $13.39 Unrealized -10.0%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $1,878 Shares 21,793 Est. Cost $93.68 Unrealized -0.3%
WGO WINNEBAGO INDS INC 0.1%
Value ($000) $1,825 Shares 38,200 Est. Cost $59.84 Unrealized -5.3%
SKT TANGER INC 0.1%
Value ($000) $1,816 Shares 53,200 Est. Cost Unrealized
RH RH 0.1%
Value ($000) $1,811 Shares 4,600 Est. Cost Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $1,777 Shares 10,000 Est. Cost Unrealized
KMX CARMAX INC 0.1%
Value ($000) $1,766 Shares 21,600 Est. Cost $72.06 Unrealized +9.0%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $1,754 Shares 14,800 Est. Cost Unrealized
STT STATE STR CORP 0.1%
Value ($000) $1,747 Shares 17,800 Est. Cost Unrealized
HUM HUMANA INC 0.1%
Value ($000) $1,725 Shares 6,800 Est. Cost $334.28 Unrealized -21.1%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $1,724 Shares 32,500 Est. Cost Unrealized
HPQ HP INC 0.1%
Value ($000) $1,720 Shares 52,700 Est. Cost Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $1,715 Shares 14,500 Est. Cost Unrealized
HUM HUMANA INC 0.1%
Value ($000) $1,703 Shares 6,712 Est. Cost $334.28 Unrealized -21.1%
UGI UGI CORP NEW 0.1%
Value ($000) $1,643 Shares 58,202 Est. Cost $25.54 Unrealized +1.6%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,587 Shares 26,800 Est. Cost $45.22 Unrealized +22.4%
BTU PEABODY ENERGY CORP 0.1%
Value ($000) $1,566 Shares 74,800 Est. Cost Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $1,547 Shares 20,900 Est. Cost $64.56 Unrealized +14.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,518 Shares 3,000 Est. Cost Unrealized
APA APA CORPORATION 0.1%
Value ($000) $1,478 Shares 64,007 Est. Cost $27.43 Unrealized -19.3%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $1,459 Shares 12,900 Est. Cost $101.97 Unrealized +6.9%
ADSK AUTODESK INC 0.1%
Value ($000) $1,448 Shares 4,900 Est. Cost $227.21 Unrealized +30.0%
SIG SIGNET JEWELERS LIMITED 0.1%
Value ($000) $1,437 Shares 17,800 Est. Cost Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.1%
Value ($000) $1,436 Shares 7,800 Est. Cost $143.73 Unrealized +20.7%
SEIC SEI INVTS CO 0.1%
Value ($000) $1,436 Shares 17,408 Est. Cost $70.36 Unrealized +9.6%
ARKK ARK ETF TR 0.1%
Value ($000) $1,431 Shares 25,200 Est. Cost $43.95 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $1,414 Shares 12,118 Est. Cost $162.26 Unrealized -13.2%
WING WINGSTOP INC 0.0%
Value ($000) $1,336 Shares 4,700 Est. Cost Unrealized
ARCB ARCBEST CORP 0.0%
Value ($000) $1,305 Shares 13,987 Est. Cost $112.68 Unrealized -7.0%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $1,305 Shares 51,100 Est. Cost $23.53 Unrealized +1.7%
HUM HUMANA INC 0.0%
Value ($000) $1,294 Shares 5,100 Est. Cost $334.28 Unrealized -21.1%
NUE NUCOR CORP 0.0%
Value ($000) $1,272 Shares 10,900 Est. Cost $162.26 Unrealized -13.2%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $1,250 Shares 14,100 Est. Cost $95.08 Unrealized -8.8%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $1,247 Shares 14,064 Est. Cost $95.08 Unrealized -8.8%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $1,232 Shares 32,358 Est. Cost $44.04 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $1,216 Shares 44,736 Est. Cost $33.12 Unrealized -14.6%
CTAS CINTAS CORP 0.0%
Value ($000) $1,169 Shares 6,400 Est. Cost $208.34 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $1,162 Shares 39,300 Est. Cost $33.92 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $1,148 Shares 13,296 Est. Cost $98.15 Unrealized 0.0%
ARCB ARCBEST CORP 0.0%
Value ($000) $1,092 Shares 11,700 Est. Cost $112.68 Unrealized -7.0%
CNMD CONMED CORP 0.0%
Value ($000) $1,070 Shares 15,640 Est. Cost $69.45 Unrealized -1.0%
AEIS ADVANCED ENERGY INDS 0.0%
Value ($000) $1,015 Shares 8,775 Est. Cost $112.07 Unrealized 0.0%
THO THOR INDS INC 0.0%
Value ($000) $1,015 Shares 10,600 Est. Cost $99.83 Unrealized +3.8%
CC CHEMOURS CO 0.0%
Value ($000) $953 Shares 56,400 Est. Cost $24.87 Unrealized -25.2%
THO THOR INDS INC 0.0%
Value ($000) $905 Shares 9,452 Est. Cost $99.83 Unrealized +3.8%
HAL HALLIBURTON CO 0.0%
Value ($000) $886 Shares 32,600 Est. Cost $33.12 Unrealized -14.6%
EOG EOG RES INC 0.0%
Value ($000) $863 Shares 7,039 Est. Cost $119.76 Unrealized +3.0%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $849 Shares 21,320 Est. Cost $44.89 Unrealized 0.0%
BYD BOYD GAMING CORP 0.0%
Value ($000) $793 Shares 10,930 Est. Cost $58.21 Unrealized +19.2%
PCG PG&E CORP 0.0%
Value ($000) $758 Shares 37,572 Est. Cost $18.02 Unrealized +11.9%
APA APA CORPORATION 0.0%
Value ($000) $753 Shares 32,600 Est. Cost $27.43 Unrealized -19.3%
WOLFSPEED INC 0.0%
Value ($000) $733 Shares 110,056 Est. Cost $14.99 Unrealized
BBIO BRIDGEBIO PHARMA INC 0.0%
Value ($000) $673 Shares 24,527 Est. Cost $29.84 Unrealized -13.4%
GLW CORNING INC 0.0%
Value ($000) $523 Shares 11,000 Est. Cost $33.68 Unrealized +37.6%
OKE ONEOK INC NEW 0.0%
Value ($000) $482 Shares 4,796 Est. Cost $70.38 Unrealized +37.6%
TRGP TARGA RES CORP 0.0%
Value ($000) $457 Shares 2,561 Est. Cost $113.18 Unrealized +54.8%
ITRI ITRON INC 0.0%
Value ($000) $451 Shares 4,154 Est. Cost $100.87 Unrealized +10.8%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $364 Shares 2,808 Est. Cost $96.70 Unrealized +30.2%
KMX CARMAX INC 0.0%
Value ($000) $331 Shares 4,053 Est. Cost $72.06 Unrealized +9.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $325 Shares 2,875 Est. Cost $101.97 Unrealized +6.9%
FISV FISERV INC 0.0%
Value ($000) $316 Shares 1,540 Est. Cost $151.37 Unrealized +34.9%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $308 Shares 1,650 Est. Cost $144.82 Unrealized +12.3%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $288 Shares 3,010 Est. Cost $102.58 Unrealized -4.4%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $258 Shares 3,041 Est. Cost $84.79 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $252 Shares 895 Est. Cost $206.80 Unrealized +31.4%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $246 Shares 1,814 Est. Cost $134.32 Unrealized +2.6%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $233 Shares 9,136 Est. Cost $23.53 Unrealized +1.7%
BBY BEST BUY INC 0.0%
Value ($000) $230 Shares 2,684 Est. Cost $73.19 Unrealized +17.3%
UNM UNUM GROUP 0.0%
Value ($000) $228 Shares 3,116 Est. Cost $68.94 Unrealized 0.0%
EQT EQT CORP 0.0%
Value ($000) $222 Shares 4,815 Est. Cost $38.38 Unrealized +6.0%
ROST ROSS STORES INC 0.0%
Value ($000) $220 Shares 1,452 Est. Cost $135.85 Unrealized +6.8%