13F

Investor

Fieldview Capital Management, LLC

CIK 0002040221 · filed 2026-05-14 · SEC filing

13F book

$342.6M

Positions

468

265 new · 269 sold

Largest name

1.1%

First Ctzns Bancshares Inc D

Est. mark

−$3.42M

Price effect on 203 names still held. Flow −$242.8M.
NameTickerSharesValueWeightEst. markChange
First Ctzns Bancshares Inc D1.95K$3.67M1.1%New
Wesbanco Inc100K$3.45M1.0%$20.1KAdded$2.92M
Biogen Inc.BIIB17.7K$3.24M0.9%$104.8KAdded$725.7K
Teradyne, IncTER10.7K$3.16M0.9%New
Popular Inc23.5K$3.15M0.9%$226.9KCut−$3.43M
Broadstone Net Lease, Inc.BNL153.4K$2.8M0.8%$77.6KAdded$1.3M
Townebank Portsmouth Va82.3K$2.77M0.8%New
National Health Invs Inc34K$2.75M0.8%$111.7KAdded$852.9K
Darling Ingredients Inc.DAR43.8K$2.71M0.8%$1.13MCut$977.8K
Autozone IncAZO763$2.58M0.8%New
Five Below, IncFIVE10.9K$2.49M0.7%$436.7KCut−$523.6K
Atmus Filtration Technologie43.7K$2.48M0.7%$113.7KAdded$1.27M
Hasbro, Inc.HAS26.4K$2.47M0.7%$101.4KAdded$1.75M
Kiniksa Pharmaceuticals Intl51.1K$2.46M0.7%New
Sun Cmntys Inc18.9K$2.37M0.7%New
Markel Group Inc.MKL1.23K$2.35M0.7%−$209.9KAdded$439K
Rivian Automotive Inc154.3K$2.32M0.7%−$648.6KAdded−$421.9K
RadNet, Inc.RDNT39.5K$2.21M0.6%New
Murphy USA Inc.MUSA4.45K$2.2M0.6%New
Nelnet IncNNI16.2K$2.09M0.6%−$42.1KAdded$689.2K
Ryder Sys Inc10.2K$2.08M0.6%$135.5KCut−$531.1K
Tesla, Inc.TSLA5.56K$2.07M0.6%−$408.6KAdded−$291.5K
New Jersey Res Corp37.5K$2.06M0.6%$235.3KAdded$825.2K
Armstrong World Inds Inc New12.4K$2.04M0.6%New
Ferguson Enterprises Inc8.62K$2.01M0.6%New
Royalty Pharma PLCRPRX41.3K$1.98M0.6%$385.4KCut−$1.76M
Tapestry, Inc.TPR14K$1.98M0.6%New
Sysco CorpSYY27K$1.93M0.6%New
Dicks Sporting Goods Inc9.68K$1.92M0.6%$3.1KCut−$2.18M
Bank Ozk Little Rock Ark41.2K$1.89M0.6%New
Agnc Invt Corp187.7K$1.88M0.5%−$117.7KAdded$53.2K
Td Synnex CorpSNX11.1K$1.87M0.5%New
Plexus CorpPLXS9.19K$1.86M0.5%$510.5KCut−$372K
Sprouts Fmrs Mkt Inc24K$1.85M0.5%−$7.6KAdded$1.61M
Costco Whsl Corp New1.8K$1.8M0.5%$242KCut−$3.73M
Cvb Finl Corp92.2K$1.79M0.5%New
Flagstar Bank National Assoc133.7K$1.76M0.5%$77.6KCut−$1.09M
Alnylam Pharmaceuticals, Inc.ALNY5.28K$1.75M0.5%New
Cheniere Energy, Inc.LNG6.12K$1.74M0.5%New
Alaska Air Group, Inc.ALK46.9K$1.72M0.5%New
Truist Finl Corp37.1K$1.7M0.5%New
Ss&C Technologies Hldgs Inc25.1K$1.7M0.5%New
Deckers Outdoor CorpDECK16.7K$1.67M0.5%New
Marvell Technology, Inc.MRVL16.3K$1.62M0.5%$34.4KAdded$1.41M
Ubiquiti Inc.UI2.03K$1.61M0.5%$96.9KAdded$1.38M
White Mtns Ins Group Ltd729$1.6M0.5%New
Simmons 1st Natl Corp79.4K$1.54M0.5%New
Janus Henderson Group Plc29.9K$1.53M0.4%New
Newmark Group, Inc.NMRK102.1K$1.53M0.4%New
Dlocal LtdDLO117.1K$1.52M0.4%−$95.9KAdded$359.8K
Brunswick Corp20.7K$1.51M0.4%New
Eastern Bankshares, Inc.EBC76.5K$1.5M0.4%New
Cvr Energy IncCVI43.5K$1.46M0.4%New
Cintas CorpCTAS8.63K$1.46M0.4%−$132.1KAdded$148.4K
Chewy, Inc.CHWY54.1K$1.46M0.4%New
First Bancorp P R66.9K$1.43M0.4%$42.2KCut−$1.19M
Airbnb, Inc.ABNB10.9K$1.38M0.4%New
Aflac IncAFL12.5K$1.37M0.4%−$2.61KAdded$856.4K
Global-E Online Ltd.GLBE44.4K$1.37M0.4%−$375.3KCut−$542K
Churchill Downs IncCHDN15.2K$1.36M0.4%−$363.9KCut−$1.98M
Oreilly Automotive Inc14.6K$1.35M0.4%New
Victory Cap Hldgs Inc20.6K$1.35M0.4%New
Starbucks CorpSBUX14.9K$1.33M0.4%$80KCut−$797.1K
Onestream Inc54.8K$1.32M0.4%$85.8KAdded$1.03M
Clorox Co Del12.6K$1.31M0.4%New
Air Lease Corp20K$1.3M0.4%$14.2KCut−$840.2K
GLOBALFOUNDRIES Inc.GFS29K$1.29M0.4%$77.2KAdded$1.01M
Citigroup Inc11.3K$1.28M0.4%New
Carvana Co.CVNA4.05K$1.27M0.4%New
Paymentus Holdings, Inc.PAY49.7K$1.26M0.4%New
Valley Natl Bancorp102.8K$1.26M0.4%$18KAdded$912.5K
F N B Corp74.8K$1.25M0.4%New
U Haul Holding Company27.6K$1.23M0.4%−$57.1KCut−$654.4K
Las Vegas Sands CorpLVS22.5K$1.21M0.4%−$252.4KCut−$3.35M
Us Bancorp Del23.2K$1.2M0.4%−$31.3KCut−$4.65M
Allison Transmission Hldgs I10.2K$1.2M0.4%New
Chart Inds Inc5.63K$1.16M0.3%New
Unum Group15.8K$1.16M0.3%−$22.8KAdded$760.3K
International Bancshares Cor17.1K$1.15M0.3%$14.6KCut−$412.1K
Tutor Perini CorpTPC14.9K$1.15M0.3%$39.3KAdded$889.4K
Brinker Intl Inc7.88K$1.12M0.3%−$4.66KAdded$233.1K
Century Alum Co19K$1.12M0.3%New
UWM Holdings CorpUWMC303.3K$1.1M0.3%New
Asbury Automotive Group IncABG5.57K$1.09M0.3%−$206.8KCut−$2.25M
Mge Energy IncMGEE14.1K$1.09M0.3%−$8.38KAdded$505.4K
Silicon Laboratories Inc.SLAB5.14K$1.07M0.3%New
Renasant CorpRNST29.6K$1.07M0.3%New
Kontoor Brands, Inc.KTB15.1K$1.06M0.3%$138.7KCut−$3.83M
Ttm Technologies IncTTMI10.6K$1.04M0.3%New
Tpg Inc25.4K$1.03M0.3%−$146.8KAdded$628K
Kirby CorpKEX7.75K$1.03M0.3%New
Amer Sports, Inc.AS31.3K$1.03M0.3%−$54.3KAdded$571.9K
Cathay Gen Bancorp20.6K$1.03M0.3%New
Privia Health Group, Inc.PRVA50K$1.03M0.3%New
Camden Ppty Tr10.5K$1.03M0.3%−$43.3KAdded$641.3K
Akamai Technologies IncAKAM8.85K$1.02M0.3%New
Dell Technologies Inc.DELL6.15K$1.01M0.3%New
Arcosa, Inc.ACA9.45K$1M0.3%−$351Added$795.7K
Balchem CorpBCPC5.9K$1M0.3%$44.4KAdded$578.2K
Kilroy Rlty CorpKRC35.4K$997.8K0.3%New
Woodward, Inc.WWD2.78K$994.3K0.3%$154.5KCut−$68.4K
Pegasystems IncPEGA23K$980.4K0.3%−$154.8KAdded$441.7K
Ovintiv Inc.OVV16.4K$975.7K0.3%New
Millicom Intl Cellular S A13K$975K0.3%New
Onemain Hldgs Inc18.2K$974.5K0.3%New
Gap IncGAP39.7K$961.3K0.3%−$55.6KCut−$3.1M
Carmax IncKMX22.9K$952.1K0.3%New
UL Solutions Inc.ULS11.1K$948.6K0.3%New
Norwegian Cruise Line Hldg L50.6K$945.7K0.3%−$183.1KCut−$1.97M
Clearwater Analytics Hldgs I39.8K$942.4K0.3%New
Oscar Health, Inc.OSCR82.1K$942K0.3%−$70.8KAdded$591.3K
Spotify Technology S.A.SPOT1.94K$941.2K0.3%−$185.9KCut−$2.8M
Veeva Sys Inc5.34K$937.5K0.3%New
Garmin LtdGRMN4.03K$934.1K0.3%$117.4KCut−$3.85M
Summit Therapeutics Inc.SMMT49.2K$932.9K0.3%New
Boston Scientific CorpBSX14.8K$929.6K0.3%New
Blackstone Secd Lending Fd38.1K$902.8K0.3%−$39.6KAdded$507.9K
Academy Sports & Outdoors In16K$902.6K0.3%New
Paylocity Hldg Corp8.31K$897.4K0.3%−$257.1KAdded$15.5K
F&G Annuities & Life Inc35.4K$895.7K0.3%−$64.5KAdded$535.7K
Lpl Finl Hldgs Inc2.92K$879.9K0.3%−$35.2KAdded$656.7K
Urban Outfitters IncURBN13.9K$879.6K0.3%New
St Joe CoJOE13.9K$870.8K0.3%New
Keycorp43.4K$869.7K0.3%New
Waters Corp2.87K$855.3K0.3%New
California Res Corp12.3K$854.4K0.2%New
Masimo Corp4.78K$850.9K0.2%New
EnersysENS4.87K$845.1K0.2%$47.8KAdded$585.1K
Affirm Hldgs Inc18.4K$842.4K0.2%−$526KCut−$1.2M
Vicor CorpVICR5.16K$830.4K0.2%$138.9KAdded$534.3K
Idex Corp4.31K$817.7K0.2%New
Amazon Com IncAMZN3.92K$816K0.2%New
Texas Cap Bancshares Inc8.55K$811K0.2%$37.1KCut−$3.18M
Comfort Sys Usa Inc588$810.8K0.2%New
InterDigital, Inc.IDCC2.67K$805.7K0.2%−$43.7KCut−$2.75M
Albemarle Corp4.43K$795.5K0.2%New
F5, Inc.FFIV2.75K$794.5K0.2%New
Nordson CorpNDSN2.99K$794.5K0.2%$76.5KCut−$670.5K
Ugi Corp New21.5K$783.8K0.2%New
Tri Pointe Homes Inc16.8K$783.3K0.2%New
Encompass Health CorpEHC8.05K$778.7K0.2%−$75.7KCut−$3.28M
Ares Capital CorpARCC43.1K$775.9K0.2%−$93.5KAdded−$79.6K
Ondas Hldgs IncONDS85.5K$772.7K0.2%New
General Mtrs Co10.3K$769.7K0.2%−$44.2KAdded$242.4K
Adtalem Global Ed IncCVSA6.64K$765.8K0.2%New
Nuscale Pwr Corp70.6K$765.4K0.2%New
Bloom Energy CorpBE5.62K$761.7K0.2%New
Construction Partners, Inc.ROAD6.84K$759.6K0.2%New
Paychex IncPAYX8.22K$757.2K0.2%−$164.9KCut−$1.81M
DoorDash, Inc.DASH4.89K$734.5K0.2%−$373.4KCut−$3.13M
Wix.com Ltd.WIX8.15K$734K0.2%New
TechnipFMC PLCFTI10.6K$733.1K0.2%New
Bunge Global SaBG5.76K$732.7K0.2%New
Associated Banc Corp28.2K$730.2K0.2%New
Mastec IncMTZ2.26K$725.8K0.2%New
Arrowhead Pharmaceuticals In11.6K$724.5K0.2%−$42.6KCut−$1.38M
Mirum Pharmaceuticals, Inc.MIRM7.83K$723.5K0.2%New
Scholar Rock Hldg Corp14.6K$720.1K0.2%New
Roku, IncROKU7.58K$717.3K0.2%−$105.1KCut−$1.15M
Gatx CorpGATX4.2K$716.8K0.2%$2.9KAdded$285.1K
Hims & Hers Health, Inc.HIMS34.5K$716.4K0.2%New
Radian Group IncRDN21.5K$710.1K0.2%New
On Hldg Ag20.7K$704.6K0.2%−$258.1KCut−$1.88M
Mks IncMKSI3.05K$700.7K0.2%$213.5KCut−$3.33M
Texas Roadhouse, Inc.TXRH4.23K$699K0.2%New
Terreno Rlty Corp11.4K$697.6K0.2%$16.7KAdded$336.1K
Scorpio Tankers Inc.STNG9.3K$694.5K0.2%New
Mcdonalds CorpMCD2.22K$690.3K0.2%$11.5KCut−$4.21M
Coherent Corp.COHR2.88K$685.3K0.2%$133.4KAdded$226.3K
Teleflex IncTFX5.71K$682.4K0.2%New
Axon Enterprise, Inc.AXON1.6K$681.6K0.2%−$195.7KAdded−$94.2K
Pvh Corporation9.74K$679.8K0.2%New
AST SpaceMobile, Inc.ASTS8.15K$675.5K0.2%New
Smucker J M Co7K$674.6K0.2%−$4.61KAdded$345.4K
Halliburton CoHAL17.3K$672.6K0.2%New
Prosperity Bancshares IncPB9.99K$671K0.2%New
Zions Bancorporation N A11.6K$670.9K0.2%New
Shake Shack Inc.SHAK7.56K$668.7K0.2%New
Burlington Stores, Inc.BURL2.05K$667K0.2%New
American Intl Group Inc8.83K$664.6K0.2%New
Zoom Communications, Inc.ZM8.26K$664.1K0.2%−$48.7KCut−$1.07M
Main Str Cap Corp12.5K$663.4K0.2%New
Lyondellbasell Industries N8.23K$663.1K0.2%New
Amicus Therapeutics Inc44.9K$649.9K0.2%New
Centrus Energy CorpLEU3.73K$647.7K0.2%−$126.2KAdded$204.6K
Jazz Pharmaceuticals PlcJAZZ3.4K$642.8K0.2%$64.8KCut−$1.22M
Ross Stores, Inc.ROST2.96K$642.1K0.2%$108.2KCut−$1.44M
Packaging Corp Amer3.01K$639.4K0.2%New
Factset Resh Sys Inc2.94K$638.6K0.2%−$165.4KAdded−$16.9K
Rubrik, Inc.RBRK12.8K$628.4K0.2%−$353KCut−$2.9M
Duolingo, Inc.DUOL6.34K$624.9K0.2%−$487.7KCut−$2.4M
Host Hotels & Resorts, Inc.HST32.6K$624K0.2%$34.4KAdded$197.9K
Chipotle Mexican Grill IncCMG19.4K$622.6K0.2%New
Oshkosh CorpOSK4.22K$621.4K0.2%New
Royal Gold IncRGLD2.44K$620.2K0.2%New
Fluence Energy, Inc.FLNC44.8K$616.3K0.2%−$90.6KAdded$318.6K
Portland Gen Elec Co11.6K$614.2K0.2%New
OUTFRONT Media Inc.OUT22.8K$604.1K0.2%New
Hercules Capital Inc40.4K$597K0.2%New
AramarkARMK14.6K$592.6K0.2%$53.8KCut−$906.5K
Sealed Air Corp New14.1K$592.2K0.2%$8.73KCut−$261.2K
Super Group Sghc Limited54.8K$591.6K0.2%New
Lauder Estee Cos Inc8.2K$588.3K0.2%New
Unity Software Inc.U26.8K$588.3K0.2%−$596KCut−$954.6K
Remitly Global, Inc.RELY37.4K$586K0.2%New
Nvidia CorpNVDA3.35K$584.4K0.2%New
Ollies Bargain Outlet Hldgs6.34K$583.4K0.2%−$111.4KCut−$569.3K
ServiceTitan, Inc.TTAN9.18K$582.6K0.2%New
Microsoft CorpMSFT1.57K$580.4K0.2%New
3M COMMM3.98K$578.6K0.2%−$59.2KCut−$2.1M
Garrett Motion Inc.GTX31.4K$571.1K0.2%New
American Homes 4 Rent20.2K$563.2K0.2%New
Amkor Technology, Inc.AMKR12.5K$561.7K0.2%New
Applied Digital Corp.APLD23.5K$557.7K0.2%New
Fti Consulting, IncFCN3.15K$556.8K0.2%$13.3KAdded$173.7K
Graham Hldgs Co517$546.6K0.2%−$9.88KAdded$284K
Draftkings Inc New25.2K$545.2K0.2%−$323.8KCut−$1.92M
Argan IncAGX996$542.5K0.2%$230.4KCut$201.3K
Lumentum Hldgs Inc766$538.3K0.2%$256KCut$180.4K
Viking Holdings LtdVIK7.25K$532.7K0.2%$15KCut−$925.2K
Intercontinental Exchange In3.33K$523.3K0.2%−$12KAdded$109K
Valvoline IncVVV15.4K$520.3K0.2%$71.4KCut$24.4K
Hancock Whitney Corporation8.16K$518.9K0.2%New
Commvault Sys Inc6.64K$517.2K0.2%New
Boot Barn Hldgs Inc3.53K$517.1K0.2%−$106.4KCut−$3.59M
Alcoa CorpAA7.78K$516K0.2%New
Visa Inc.V1.7K$514.4K0.1%−$82.5KCut−$243.5K
Nvent Electric PlcNVT4.34K$513.5K0.1%$62.7KAdded$121.4K
Invesco Ltd.IVZ21K$510.5K0.1%−$33.3KAdded$68.7K
Cloudflare, Inc.NET2.47K$510.1K0.1%New
Itt Inc.ITT2.67K$509.5K0.1%New
Grand Canyon Ed Inc2.99K$508.9K0.1%New
Wabtec2.03K$507.8K0.1%New
Cardinal Health IncCAH2.4K$507.4K0.1%New
Americold Realty TrustCOLD44.2K$506.1K0.1%−$45.1KAdded$91.4K
Roivant Sciences Ltd.ROIV18.3K$506K0.1%$100.4KAdded$142.9K
Planet Fitness, Inc.PLNT6.79K$504.7K0.1%−$113.1KAdded$144.8K
Reinsurance Grp Of America I2.47K$504.5K0.1%$1.7KAdded$11.5K
Dianthus Therapeutics Inc5.97K$501.3K0.1%New
CubesmartCUBE13.6K$499.9K0.1%$8.18KCut−$112.9K
United Parcel Service IncUPS5.06K$498K0.1%−$2.39KAdded$205.8K
Equinix IncEQIX507$497K0.1%New
Trimble Inc.TRMB7.62K$496.9K0.1%New
Huntington Bancshares Inc31.7K$496.3K0.1%−$53.9KCut−$6.52M
Johnson Ctls Intl Plc3.79K$496.2K0.1%New
Azz IncAZZ3.96K$495.4K0.1%New
Applied Indl Technologies In1.87K$495.4K0.1%$16KCut−$123.5K
PBF Energy Inc.PBF10.4K$495.3K0.1%$213.2KCut−$1.73M
Advanced Micro Devices IncAMD2.43K$494.7K0.1%−$18.4KAdded$128.3K
Ametek Inc/AME2.31K$494.1K0.1%$20.9KCut−$720.7K
Primo Brands CorpPRMB26.2K$493K0.1%New
RTX CorpRTX2.55K$492.3K0.1%New
Aci Worldwide, Inc.ACIW12K$491.8K0.1%New
Schneider National, Inc.SNDR18.7K$491.8K0.1%New
Kbr, Inc.KBR13.3K$489.6K0.1%−$18.5KAdded$266.5K
American Tower Corp New2.83K$489.3K0.1%−$8.48KCut−$920.4K
Leonardo DRS, Inc.DRS11K$489K0.1%$114.6KCut−$617.5K
Darden Restaurants IncDRI2.49K$488.1K0.1%$22KAdded$151.9K
Cbre Group, Inc.CBRE3.6K$487.7K0.1%−$91.2KCut−$388K
Cooper Cos Inc6.82K$487.4K0.1%New
Norfolk Southn Corp1.7K$487.3K0.1%New
SentinelOne, Inc.S37.8K$487.3K0.1%New
Otter Tail CorpOTTR5.5K$483.2K0.1%New
Mid-Amer Apt Cmntys Inc3.95K$482.6K0.1%−$48.6KAdded$80.9K
Kenvue Inc.KVUE27.9K$481.2K0.1%New
Onto Innovation Inc.ONTO2.34K$480.7K0.1%New
StoneCo Ltd.STNE34K$480.1K0.1%New
Warrior Met Coal, Inc.HCC5.15K$479.9K0.1%New
CDW CorpCDW3.91K$473.2K0.1%−$59.4KCut−$74.3K
Mueller Wtr Prods Inc17.1K$469.1K0.1%$62.6KCut$23.1K
Williams Cos Inc6.44K$468.8K0.1%New
Soundhound Ai Inc67.9K$466.2K0.1%New
Axalta Coating Sys Ltd16.8K$466.1K0.1%New
Ebay IncEBAY5.12K$465.9K0.1%New
Warby Parker Inc.WRBY22.1K$465.5K0.1%New
Appfolio IncAPPF2.94K$464.5K0.1%−$95.9KAdded$166.4K
Fedex CorpFDX1.29K$460.9K0.1%$87.1KCut−$1.24M
Renaissancere Hldgs Ltd1.55K$460.7K0.1%$22.9KAdded$60.1K
Amcor Plc Com New11.5K$459K0.1%New
Meta Platforms, Inc.META798$456.6K0.1%−$30.3KAdded$229.5K
Klaviyo, Inc.KVYO23.3K$453.3K0.1%−$139.2KAdded$105.8K
SoFi Technologies, Inc.SOFI28.4K$451.1K0.1%New
Cf Inds Hldgs Inc3.47K$450.7K0.1%$141.4KAdded$242.4K
Axt IncAXTI7.91K$450.6K0.1%New
Patterson Uti Energy IncPTEN40.8K$441.5K0.1%New
Genworth Finl Inc54K$438.5K0.1%New
Comstock Res Inc20.6K$433.8K0.1%New
Dana IncDAN12.8K$432.3K0.1%New
Viatris IncVTRS32K$431.7K0.1%New
Phillips Edison & Co Inc11.5K$431.6K0.1%New
monday.com Ltd.MNDY6.2K$428.6K0.1%New
Acadia Pharmaceuticals IncACAD19.1K$425.9K0.1%New
Healthequity, Inc.HQY5.09K$425.7K0.1%−$41KCut−$168.5K
Q2 Hldgs Inc8.99K$425.4K0.1%−$97KAdded$143.7K
Cisco Sys Inc5.46K$424K0.1%New
Bright Horizons Fam Sol In D5.05K$414.5K0.1%−$97.3KCut−$3.71M
Alphabet Inc1.44K$413.5K0.1%New
Makemytrip Limited Mauritius11.1K$412.9K0.1%New
Stevanato Group S.p.A.STVN29.8K$409.8K0.1%New
Celsius Hldgs Inc11.5K$409.4K0.1%−$107KAdded−$67.4K
Tractor Supply Co9.02K$408.7K0.1%−$42.5KCut−$303.8K
International Paper Co11.4K$408.1K0.1%−$42.2KCut−$2.54M
Stride, Inc.LRN4.62K$407.7K0.1%New
Somnigroup International Inc.SGI5.5K$406.6K0.1%−$84.5KCut−$4.81M
Chevron Corp NewCVX1.96K$404.5K0.1%New
Advanced Drain Sys Inc Del2.94K$403.8K0.1%−$13KAdded$159.2K
Aon plcAON1.25K$403.8K0.1%New
Dynatrace, Inc.DT10.9K$403.5K0.1%−$69.4KCut−$795.6K
Assurant Inc1.85K$402.1K0.1%−$38.1KAdded$3.71K
Meritage Homes CorpMTH6.5K$402K0.1%New
United Therapeutics Corp Del674$399.7K0.1%$71.3KCut−$127K
Ryan Specialty Holdings, Inc.RYAN11.8K$399K0.1%New
Enact Hldgs Inc9.75K$397.7K0.1%$9.96KAdded$60.3K
Schwab Charles Corp4.2K$394.6K0.1%New
Praxis Precision Medicines I1.22K$394K0.1%New
Iqvia Hldgs Inc2.28K$389K0.1%New
Synchrony Financial5.65K$384.5K0.1%New
Valero Energy Corp1.55K$384K0.1%New
Bentley Sys Inc10.9K$383.3K0.1%New
StepStone Group Inc.STEP8.01K$382.4K0.1%New
Cavco Inds Inc Del787$381.1K0.1%New
Taylor Morrison Home Corp6.47K$377.1K0.1%−$3.49KAdded$51.1K
Riot Platforms, Inc.RIOT30.5K$376.5K0.1%−$3.25KAdded$243.5K
Keurig Dr Pepper Inc.KDP14.3K$375.9K0.1%New
Liberty Energy Inc.LBRT13K$375.6K0.1%New
Jones Lang Lasalle IncJLL1.21K$369.4K0.1%New
Hecla Mng Co19.8K$368.7K0.1%New
Avnet IncAVT5.97K$368K0.1%New
Cummins IncCMI681$366.4K0.1%$18.8KCut−$45K
Sempra3.76K$365K0.1%$33.4KCut−$19.3K
Essential Pptys Rlty Tr Inc12K$364.4K0.1%$8.4KAdded$8.43K
Equity Lifestyle Pptys IncELS5.79K$361.5K0.1%New
OPENLANE, Inc.OPLN12.4K$360.8K0.1%New
Lamb Weston Hldgs Inc8.51K$359.8K0.1%New
Insmed IncINSM2.2K$359.6K0.1%New
Olin CorpOLN12K$357.5K0.1%New
Lci Inds2.91K$357.5K0.1%New
Victorias Secret And Co7.69K$356.3K0.1%New
Golub Cap Bdc Inc28.1K$356.2K0.1%−$25.6KCut−$451.2K
Core Natural Resources, Inc.CNR3.39K$355.3K0.1%New
Ptc Inc.PTC2.49K$354.8K0.1%New
ServiceNow, Inc.NOW3.38K$353.7K0.1%−$164.5KCut−$596.9K
Newmont Corp3.26K$352.8K0.1%New
Txnm Energy IncTXNM6.01K$351.3K0.1%−$2.52KCut−$184.8K
Dollar Tree, Inc.DLTR3.21K$351.2K0.1%New
Aes CorpAES24.8K$349K0.1%New
Blue Owl Capital Corporation31.4K$347.8K0.1%−$43.1KCut−$91.5K
Enova Intl Inc2.56K$347.2K0.1%New
Csx CorpCSX8.45K$347K0.1%$40.6KCut−$475.9K
Expedia Group, Inc.EXPE1.49K$344K0.1%−$47.7KAdded$86.2K
Aar CorpAIR3.13K$342.6K0.1%New
Western Un Co39.1K$341.6K0.1%−$22.7KCut−$54.1K
Tyson Foods, Inc.TSN5.3K$339.5K0.1%New
Danaher Corporation1.78K$337.5K0.1%−$70KCut−$1.32M
SiteOne Landscape Supply, Inc.SITE2.53K$337.3K0.1%New
Arch Cap Group Ltd3.51K$336.9K0.1%$246Cut−$1.84M
Avient CorpAVNT9.26K$336K0.1%New
IDEAYA Biosciences, Inc.IDYA10K$334.5K0.1%New
Nexstar Media Group, Inc.NXST1.84K$332K0.1%New
Target CorpTGT2.73K$331.2K0.1%$64.1KCut−$3.87M
Nisource Inc.NI7.08K$330.2K0.1%$34.7KCut−$45.4K
Chubb Limited1.01K$330.2K0.1%New
Axis Cap Hldgs Ltd3.25K$329.6K0.1%−$18.5KCut−$1.7M
Howard Hughes Holdings Inc.HHH5.16K$326.4K0.1%New
Allegro Microsystems, Inc.ALGM10.3K$323.2K0.1%New
Terex Corp New5.42K$320K0.1%$31KCut−$1.58M
Booking Holdings Inc.BKNG76$320K0.1%−$87KCut−$1.08M
Macerich CoMAC16.8K$318K0.1%New
Fortive CorpFTV5.75K$317.8K0.1%New
Oge Energy Corp.OGE6.57K$315.2K0.1%$34.6KCut$1.69K
Disney Walt Co3.26K$313.9K0.1%New
Magnolia Oil & Gas CorpMGY9.9K$312.6K0.1%$95.9KCut$89.1K
Fb Finl Corp5.93K$308.3K0.1%−$22.9KCut−$140.3K
Glaukos CorpGKOS2.83K$304.6K0.1%−$14.9KCut−$34K
Cno Finl Group Inc7.41K$304.1K0.1%New
T-Mobile Us Inc1.45K$303.9K0.1%New
Citizens Finl Group Inc5.03K$301.6K0.1%New
Performance Food Group CoPFGC3.47K$297.4K0.1%New
Golar Lng LtdGLNG5.46K$295.7K0.1%New
Interparfums IncIPAR3.24K$294.4K0.1%$15.9KAdded$69.7K
Tg Therapeutics, Inc.TGTX8.78K$291.8K0.1%New
Entergy Corp New2.58K$290.1K0.1%New
Dorman Prods Inc2.77K$289.6K0.1%−$35.5KAdded$57.1K
Northwestern Energy Group In4.38K$288.7K0.1%New
Wsfs Finl Corp4.34K$284.4K0.1%$44.4KCut−$328.9K
Vaxcyte, Inc.PCVX4.88K$283.8K0.1%New
Sonoco Prods Co5.22K$282.5K0.1%New
Align Technology IncALGN1.63K$280.1K0.1%$25KCut−$55.9K
Pg&E Corp15.8K$277.6K0.1%$23.7KCut−$721.6K
Paycom Software, Inc.PAYC2.25K$273.3K0.1%New
C. H. Robinson Worldwide, Inc.CHRW1.64K$272.2K0.1%$8.7KCut−$157.5K
Interactive Brokers Group In3.99K$267.5K0.1%$10.2KAdded$29K
Sunrun Inc.RUN19.4K$263.6K0.1%New
Middleby CorpMIDD1.98K$261.8K0.1%−$31.8KCut−$608.8K
Brightspring Health Svcs Inc6.12K$260.9K0.1%New
Generac Hldgs Inc1.33K$260.4K0.1%New
Rush Enterprises Inc3.87K$255.8K0.1%New
Landbridge Company Llc3.67K$253.6K0.1%New
Element Solutions IncESI7.38K$252K0.1%New
Coterra Energy Inc7.17K$251.9K0.1%New
Rigetti Computing Inc17.9K$251.7K0.1%−$102.7KAdded−$28.9K
Revolution Medicines Inc2.58K$251.1K0.1%New
Resideo Technologies, Inc.REZI7.31K$246.6K0.1%New
Lear CorpLEA2.02K$245.1K0.1%New
Molson Coors Beverage Co5.68K$244.5K0.1%New
Bank America Corp4.99K$243.2K0.1%−$31.2KCut−$479.7K
Broadcom Inc.AVGO785$243K0.1%New
Crescent Energy Company17.8K$240.7K0.1%New
At&T Inc8.26K$239.4K0.1%$34.3KCut−$3.31M
Supernus Pharmaceuticals, Inc.SUPN4.6K$237.8K0.1%$9.15KCut−$4.46K
Gates Indl Corp Plc10.5K$236.9K0.1%New
Arrow Electrs Inc1.65K$236.5K0.1%New
Huntington Ingalls Inds Inc621$235.9K0.1%New
Clear Secure, Inc.YOU4.86K$235.4K0.1%New
Ati IncATI1.61K$234.3K0.1%New
Kodiak Gas Svcs Inc4.02K$234.3K0.1%New
Genpact Limited6.27K$233.7K0.1%−$48.3KAdded−$3.47K
Globe Life Inc1.68K$233.7K0.1%New
V F CorpVFC13.7K$233.3K0.1%New
Marketaxess Hldgs Inc1.41K$232.6K0.1%−$22.9KCut−$163.4K
Tradeweb Mkts Inc1.94K$227.9K0.1%$19.6KCut−$1.06M
United Sts Lime & Minerals I1.74K$227.5K0.1%New
Epr Pptys4.53K$226.2K0.1%New
Match Group Inc New7.29K$223.9K0.1%−$11.5KCut−$2M
Ball CorpBALL3.77K$222.5K0.1%New
Ingersoll Rand Inc.IR2.77K$222K0.1%New
AbbVie Inc.ABBV1.02K$221.4K0.1%New
Zillow Group Inc5.35K$221.3K0.1%−$143.5KCut−$235.6K
Silgan Hldgs Inc5.69K$220.9K0.1%New
General Dynamics CorpGD641$220K0.1%$4.2KCut−$1.38M
Everest Group, Ltd.EG673$220K0.1%New
First Solar, Inc.FSLR1.11K$219.9K0.1%−$71.3KCut−$418.8K
Jackson Financial Inc2.08K$219.7K0.1%−$1.93KCut−$350.1K
Virtu Finl Inc4.97K$218.6K0.1%New
Cactus, Inc.WHD4.59K$217.4K0.1%New
Owens Corning New2K$216.5K0.1%−$7.38KCut−$686.8K
Acuity Inc768$215.2K0.1%New
Willscot Hldgs Corp12.4K$214.8K0.1%−$17.7KAdded−$12.4K
Korn FerryKFY3.39K$213.6K0.1%−$10.4KCut−$250.7K
Essent Group Ltd.ESNT3.65K$213.1K0.1%−$24KCut−$92.9K
United Bankshares Inc West V5.14K$213.1K0.1%$15.5KCut−$3.33M
Independence Rlty Tr Inc14.2K$212.1K0.1%New
Weatherford Intl Plc2.23K$211.4K0.1%$36.5KCut−$181.1K
Viking Therapeutics, Inc.VKTX6.48K$211K0.1%New
Berkshire Hathaway Inc Del438$209.9K0.1%New
Gulfport Energy CorpGPOR989$209.2K0.1%New
Boeing Co1.05K$208.8K0.1%New
Brinks CoBCO2.01K$208.6K0.1%New
Take-Two Interactive Softwar1.05K$208.2K0.1%−$61.7KCut−$1.33M
Oceaneering Intl Inc5.84K$207.2K0.1%New
Regeneron Pharmaceuticals, Inc.REGN268$207.1K0.1%New
Antero Resources CorpAR4.86K$206.1K0.1%$38.8KCut−$2.58M
Repligen CorpRGEN1.74K$205.5K0.1%New
Lxp Industrial Trust4.44K$205.4K0.1%New
Applied Optoelectronics, Inc.AAOI2.42K$204.5K0.1%New
Trex Co IncTREX5.6K$204.1K0.1%New
Itron, Inc.ITRI2.27K$203.4K0.1%−$7.33KCut−$3.52M
Delta Air Lines Inc DelDAL3.06K$203.1K0.1%−$8.92KCut−$1.16M
Okta, Inc.OKTA2.57K$202.4K0.1%−$20KCut−$169.7K
Nutanix, Inc.NTNX5.33K$202.4K0.1%New
Us Foods Hldg Corp2.19K$201.8K0.1%New
Agree Rlty Corp2.67K$201K0.1%New
Zeta Global Holdings Corp.ZETA12.2K$193.7K0.1%New
Terawulf Inc.WULF11.9K$172.1K0.1%$35.1KCut$25.3K
Core Scientific Inc New10K$149.8K0.0%$4.01KCut−$280.6K
Archer Aviation Inc25.3K$130.8K0.0%−$59.5KCut−$650.2K
Compass, Inc.COMP17K$124.3K0.0%−$55.5KCut−$263.8K
Vinfast Auto Ltd10.2K$39.3K0.0%New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.