13F

Investor

PDT Partners, LLC

CIK 0001564702 · filed 2026-05-15 · SEC filing

13F book

$1.69B

Positions

527

89 new · 110 sold

Largest name

1.3%

Suncor Energy Inc New

Est. mark

$56.6M

Price effect on 438 names still held. Flow $91.1M.
NameTickerSharesValueWeightEst. markChange
Suncor Energy Inc New344.6K$22.8M1.3%$7.49MCut$5.43M
Logitech Intl S A240.1K$21.8M1.3%−$2.74MCut−$2.79M
PBF Energy Inc.PBF443.7K$21.1M1.3%$9.1MHeld
Cme Group Inc.CME60K$17.7M1.0%$1.34MHeld
Mks IncMKSI76.8K$17.6M1.0%$705KAdded$16M
Dell Technologies Inc.DELL102.5K$16.8M1.0%$581.4KAdded$14.9M
Millicom Intl Cellular S A216.2K$16.2M1.0%$4.22MCut$3.68M
Las Vegas Sands CorpLVS296.3K$16M0.9%−$1.9MAdded$4.94M
Par Pac Holdings Inc243.5K$15.3M0.9%$6.7MCut$5.59M
Olin CorpOLN507.4K$15.1M0.9%New
Nvidia CorpNVDA84.8K$14.8M0.9%New
Albemarle Corp80.6K$14.5M0.9%$2.75MAdded$4.25M
Delek Us Hldgs Inc New314.2K$14.2M0.8%$4.5MAdded$5.5M
Cenovus Energy Inc.CVE531K$14.1M0.8%$4.99MAdded$5.3M
Core Natural Resources, Inc.CNR131.5K$13.8M0.8%$898.7KAdded$8.87M
Mirum Pharmaceuticals, Inc.MIRM145.4K$13.4M0.8%$1.95MHeld
Humana IncHUM76.5K$13.3M0.8%−$785.2KAdded$10.8M
Dana IncDAN386.7K$13M0.8%$3.77MAdded$3.97M
Sphere Entertainment Co.SPHR110.8K$13M0.8%$2.47MHeld
Te Connectivity PlcTEL61.2K$12.8M0.8%−$581.5KAdded$5.64M
Ge Aerospace44.4K$12.6M0.7%−$196.5KAdded$10.1M
Alpha Metallurgical Resour I60.8K$12.5M0.7%$327.7KCut−$411.9K
Cvr Energy IncCVI366.7K$12.3M0.7%$1.63MAdded$7.3M
Dominos Pizza IncDPZ34.4K$12.3M0.7%New
Paycom Software, Inc.PAYC100.2K$12.2M0.7%New
UBS Group AGUBS305.3K$11.7M0.7%−$2.51MHeld
V F CorpVFC683.5K$11.6M0.7%−$301.1KAdded$6.62M
Permian Resources CorpPR539.6K$11.5M0.7%$2.53MAdded$6.63M
Osi Systems IncOSIS42.1K$11.2M0.7%$440KHeld
Siriusxm Holdings Inc475.2K$11M0.6%New
Canadian Imperial Bank Of Co115.2K$10.9M0.6%$476.8KHeld
Moog Inc37.2K$10.9M0.6%$1.83MHeld
Expedia Group, Inc.EXPE47.1K$10.9M0.6%−$2.47MCut−$6.15M
Lyondellbasell Industries N132.4K$10.7M0.6%$3.77MAdded$6.28M
Solstice Advanced Matls Inc137.3K$10.5M0.6%New
Roivant Sciences Ltd.ROIV376.5K$10.4M0.6%$2.26MCut$340K
Five Below, IncFIVE44.8K$10.2M0.6%$1.8MCut−$4.23M
Fmc CorpFMC575.4K$9.91M0.6%$1.93MCut$1.82M
Tapestry, Inc.TPR70.1K$9.9M0.6%$935.6KHeld
Nu Hldgs Ltd675K$9.7M0.6%−$1.6MHeld
Chevron Corp NewCVX46.2K$9.56M0.6%$2.14MAdded$3.58M
Williams Sonoma IncWSM52.3K$9.54M0.6%$127.2KAdded$3.46M
Cheesecake Factory IncCAKE172.8K$9.46M0.6%$737.8KCut−$3.43M
Broadcom Inc.AVGO30.3K$9.38M0.6%New
Interparfums IncIPAR102.9K$9.35M0.6%$331KAdded$4.68M
Palantir Technologies Inc.PLTR63.4K$9.27M0.5%−$1.99MHeld
General Dynamics CorpGD26.8K$9.18M0.5%$34.8KAdded$7.4M
Granite Constr Inc75.7K$9.07M0.5%$291.6KAdded$1.65M
Silvercorp Metals IncSVM844.6K$9.07M0.5%$1.6MAdded$3.52M
Westlake CorpWLK75.8K$8.85M0.5%$2.79MAdded$4.05M
Solaredge Technologies, Inc.SEDG172.8K$8.82M0.5%$3.84MHeld
Fastly, Inc.FSLY290.1K$8.43M0.5%$5.48MCut−$54.7K
Arcus Biosciences, Inc.RCUS388.3K$8.39M0.5%−$866KHeld
Howmet Aerospace Inc.HWM36.3K$8.37M0.5%$733KAdded$2.46M
Heico Corp New30.4K$8.34M0.5%−$1.5MCut−$4.29M
Stifel Finl Corp112.5K$8.32M0.5%−$528.4KAdded$7.03M
Mastec IncMTZ25.5K$8.21M0.5%$2.66MHeld
Tyson Foods, Inc.TSN127.3K$8.16M0.5%$693.8KCut$131K
Fox Corp139K$8.12M0.5%−$2.04MCut−$2.76M
Southern Copper Corp/SCCO47.1K$8.1M0.5%$1.35MCut−$4.36M
Tjx Cos Inc New49.6K$7.92M0.5%$49.9KAdded$6.66M
Parker-Hannifin CorpPH8.82K$7.9M0.5%$98KAdded$2.6M
Mueller Wtr Prods Inc284.4K$7.82M0.5%$1.01MAdded$1.27M
Ball CorpBALL129.7K$7.67M0.5%New
SharkNinja, Inc.SN71.8K$7.61M0.4%−$106.3KAdded$5.62M
Hawaiian Elec Industries512K$7.6M0.4%$1.16MAdded$1.96M
Nebius Group N.V.NBIS72.6K$7.53M0.4%$822.3KAdded$4.1M
Jacobs Solutions Inc.J58.8K$7.48M0.4%−$212.3KAdded$2.05M
Trinity Inds Inc226.2K$7.28M0.4%$241.5KAdded$6.17M
Pilgrims Pride CorpPPC191.8K$7.24M0.4%−$109.5KAdded$3.77M
Harley-Davidson, Inc.HOG356.3K$7.2M0.4%New
TechnipFMC PLCFTI103.2K$7.14M0.4%$2.44MAdded$2.72M
Occidental Pete Corp108.9K$7.08M0.4%$1.94MAdded$3.74M
BGC Group, Inc.BGC723.6K$7.08M0.4%$322.7KAdded$3.69M
Sprott Inc.SII49.4K$7.05M0.4%$2.22MCut$1.62M
Analog Devices IncADI22K$7M0.4%$1.03MHeld
STERIS plcSTE31.1K$6.87M0.4%−$255KAdded$4.88M
Atkore Inc.ATKR116.2K$6.84M0.4%−$16.1KAdded$6.61M
Arista Networks, Inc.ANET55K$6.75M0.4%−$453.5KHeld
CGI IncGIB88.9K$6.5M0.4%−$605.8KAdded$3.58M
Aar CorpAIR59.1K$6.46M0.4%$1.58MCut$1M
Elbit Sys Ltd7.51K$6.38M0.4%$2.04MCut−$1.46M
Sonos IncSONO472K$6.32M0.4%−$1.96MHeld
Advanced Drain Sys Inc Del45.7K$6.27M0.4%−$352.1KHeld
e.l.f. Beauty, Inc.ELF103K$6.24M0.4%−$1.59MCut−$2.41M
Medpace Hldgs Inc12.9K$6.19M0.4%−$1.05MHeld
RTX CorpRTX30.9K$5.97M0.4%$294KHeld
Rush Street Interactive, Inc.RSI272.9K$5.94M0.4%$633.2KCut−$274.6K
Itt Inc.ITT31.1K$5.92M0.4%$528.7KCut−$78.6K
Reliance, Inc.RS19.4K$5.9M0.3%$11.2KAdded$5.69M
Southwest Airls Co156.9K$5.89M0.3%−$589.9KCut−$3.37M
Crown Hldgs Inc58.3K$5.84M0.3%−$158.5KCut−$714K
Trane Technologies PlcTT14K$5.83M0.3%$385.6KHeld
Mcewen Inc.MUX282.8K$5.77M0.3%$540.1KCut$445.7K
Bank Nova Scotia Halifax83.2K$5.77M0.3%−$364.4KHeld
F&G Annuities & Life Inc226.9K$5.74M0.3%−$412.3KAdded$3.44M
Lemonade, Inc.LMND89.5K$5.61M0.3%−$760.8KCut−$3.34M
Celanese Corp Del84.3K$5.54M0.3%New
Zurn Elkay Water Solns Corp123.4K$5.53M0.3%−$203.6KCut−$4.25M
Cloudflare, Inc.NET26.8K$5.53M0.3%$140.5KAdded$2.51M
Biocryst Pharmaceuticals IncBCRX563.4K$5.36M0.3%$969.1KCut$33.3K
Cogent Communications Hldgs283.6K$5.34M0.3%New
Dlocal LtdDLO410.4K$5.32M0.3%−$91.7KAdded$4.21M
Comfort Sys Usa Inc3.82K$5.26M0.3%$1.7MCut$115.1K
Sonic Automotive IncSAH76.7K$5.26M0.3%$391.8KAdded$1.65M
M & T Bk Corp25.2K$5.21M0.3%$132.1KCut−$190.3K
Caseys Gen Stores Inc6.85K$4.99M0.3%$1.2MHeld
Formfactor IncFORM51.1K$4.96M0.3%$2.11MHeld
BRP Inc.DOO68.6K$4.93M0.3%$29.7KAdded$2.93M
Diodes Inc72.2K$4.93M0.3%$1.37MHeld
Zeta Global Holdings Corp.ZETA307.2K$4.89M0.3%−$1.36MCut−$2.17M
Insperity, Inc.NSP178.8K$4.84M0.3%−$1.27MAdded$627.6K
Vertiv Holdings CoVRT19.2K$4.82M0.3%New
Frontdoor, Inc.FTDR91K$4.81M0.3%−$439.6KCut−$647.3K
Cra Intl Inc29.5K$4.78M0.3%−$835.7KAdded$459.4K
Topgolf Callaway Brands CorpCALY336.2K$4.67M0.3%$743KCut−$1.18M
Napco Sec Technologies Inc117.3K$4.62M0.3%−$270.9KCut−$576.7K
Hewlett Packard Enterprise C192.5K$4.58M0.3%−$40.4KCut−$1.83M
Levi Strauss & Co New246.8K$4.56M0.3%−$555.2KCut−$1.71M
Texas Instrs Inc23K$4.47M0.3%$474.9KCut−$4.05M
Fortrea Hldgs Inc473.5K$4.46M0.3%−$3.71MCut−$4.08M
Algonquin Pwr Utils Corp725.9K$4.46M0.3%−$7.26KCut−$880.6K
Tarsus Pharmaceuticals, Inc.TARS63K$4.42M0.3%−$739.3KHeld
Ross Stores, Inc.ROST20.3K$4.41M0.3%New
Arrowhead Pharmaceuticals In70K$4.39M0.3%−$258.5KHeld
Booz Allen Hamilton Hldg Cor56.2K$4.39M0.3%New
Alphatec Hldgs Inc400.9K$4.36M0.3%−$4.07MHeld
Best Buy Co IncBBY67.8K$4.35M0.3%−$16.4KAdded$3.95M
Indivior Pharmaceuticals, Inc.INDV142.8K$4.35M0.3%New
Xometry, Inc.XMTR106.2K$4.34M0.3%−$1.98MCut−$2.18M
Polaris Inc.PII79.1K$4.31M0.3%−$692.3KHeld
Jfrog LtdFROG90K$4.22M0.3%−$1.4MCut−$6.79M
Marvell Technology, Inc.MRVL42.5K$4.21M0.2%New
Motorola Solutions, Inc.MSI9.7K$4.21M0.2%$491.3KCut−$3M
Cmb.Tech NvCMBT328.8K$4.16M0.2%New
Microsoft CorpMSFT11.2K$4.15M0.2%New
Erie Indty Co16.3K$4.11M0.2%−$577.5KCut−$1.32M
Urban Outfitters IncURBN63.8K$4.04M0.2%−$759.9KHeld
Home Depot, Inc.HD12.2K$4.01M0.2%New
Cadence Design System Inc14.4K$4M0.2%−$239.5KAdded$1.84M
Canadian Nat Res Ltd81.7K$3.98M0.2%$1.22MCut−$625.6K
Supernus Pharmaceuticals, Inc.SUPN76.7K$3.96M0.2%$152.6KHeld
Ha Sustainable Infra Cap Inc107.2K$3.94M0.2%New
Aurinia Pharmaceuticals Inc.AUPH265.5K$3.93M0.2%−$300KHeld
Dicks Sporting Goods Inc19.8K$3.93M0.2%$6.34KHeld
Jabil IncJBL14.7K$3.9M0.2%New
Kiniksa Pharmaceuticals Intl80.3K$3.86M0.2%$553.8KCut−$327.2K
Cintas CorpCTAS22.8K$3.86M0.2%−$397.5KAdded−$93.1K
Iridium Communications Inc.IRDM138.2K$3.83M0.2%$1.43MHeld
Kaiser Aluminum CorpKALU31.8K$3.83M0.2%$179.6KHeld
Privia Health Group, Inc.PRVA184.5K$3.79M0.2%−$579.3KCut−$1.47M
Neurocrine Biosciences IncNBIX28.8K$3.79M0.2%−$290.4KHeld
Fluence Energy, Inc.FLNC275.1K$3.78M0.2%−$1.66MHeld
Tronox Holdings PlcTROX376.8K$3.68M0.2%$943.6KAdded$2.98M
Allegiant Travel CoALGT45.4K$3.68M0.2%−$191.9KHeld
Arcutis Biotherapeutics, Inc.ARQT155.1K$3.65M0.2%−$849.8KHeld
Ally Finl Inc93.1K$3.65M0.2%−$488.1KAdded$3.19K
DONALDSON Co INCDCI42K$3.56M0.2%−$159KHeld
Dole PlcDOLE247.7K$3.54M0.2%−$124.3KAdded$876.8K
Macom Tech Solutions Hldgs I15.8K$3.5M0.2%$801.3KHeld
Macys Inc193.2K$3.5M0.2%−$649KAdded−$118.5K
Ani Pharmaceuticals IncANIP45.4K$3.49M0.2%−$92.7KHeld
UWM Holdings CorpUWMC956.2K$3.46M0.2%−$720.2KAdded−$689.5K
Benchmark Electrs Inc61.4K$3.44M0.2%New
Esco Technologies IncESE12.1K$3.4M0.2%$1.04MCut−$876.7K
Talos Energy Inc.TALO214.4K$3.38M0.2%$1.02MHeld
Scorpio Tankers Inc.STNG45.2K$3.37M0.2%$1.08MHeld
Firstservice Corp New24.1K$3.34M0.2%−$399.3KCut−$1.53M
Woodward, Inc.WWD9.3K$3.33M0.2%New
Dyne Therapeutics, Inc.DYN183K$3.32M0.2%−$261.7KHeld
Charles Riv Labs Intl Inc19.1K$3.29M0.2%−$515.3KHeld
Astronics Corp49.2K$3.28M0.2%$614.6KCut−$1.21M
Illinois Tool Wks Inc12.6K$3.28M0.2%New
Danaos CorpDAC29.1K$3.28M0.2%$417KAdded$1.15M
Telus CorpTU253.1K$3.25M0.2%−$34.6KAdded$1.91M
Andersons, Inc.ANDE45.2K$3.24M0.2%$537.8KAdded$1.71M
Rocket Cos Inc227.4K$3.24M0.2%−$818.1KAdded$141.2K
Intercorp Finl Svcs Inc64.5K$3.24M0.2%$505.3KCut−$416.5K
Liberty Latin America Ltd363.2K$3.2M0.2%$493.9KHeld
Forward Air CorpFWRD189.1K$3.16M0.2%−$371.6KAdded$2.04M
Jetblue Awys CorpJBLU705.9K$3.12M0.2%−$91.8KHeld
Aris Mng CorpARIS167.8K$3.12M0.2%$392.6KCut−$28.5K
Celldex Therapeutics Inc New97.8K$3.1M0.2%$446.1KHeld
Nrg Energy, Inc.NRG20.9K$3.05M0.2%−$273.8KCut−$464.9K
Siriuspoint LtdSPNT141.7K$3.05M0.2%−$49.6KHeld
Pacira BioSciences, Inc.PCRX132.4K$2.99M0.2%−$434.2KCut−$1.4M
Microchip Technology Inc.46.1K$2.98M0.2%$31.2KAdded$748.3K
Kennedy-Wilson Holdings Inc274.8K$2.97M0.2%$316KHeld
Autonation, Inc.AN15.2K$2.97M0.2%−$170.5KHeld
Newmark Group, Inc.NMRK197.6K$2.96M0.2%−$464.3KCut−$3.96M
Airbnb, Inc.ABNB23.4K$2.95M0.2%−$220.9KCut−$2.97M
Kohls CorpKSS225.8K$2.91M0.2%−$1.16MAdded−$246.6K
Wayfair Inc.W38.7K$2.91M0.2%−$975KHeld
Strategic Ed Inc34.9K$2.9M0.2%$45.9KAdded$1.56M
Curtiss Wright CorpCW4.24K$2.89M0.2%$550.4KHeld
Bausch Plus Lomb Corp175.5K$2.79M0.2%−$207.1KHeld
Arcos Dorados Holdings Inc.ARCO330.8K$2.73M0.2%$301KHeld
Penske Automotive Grp Inc18.2K$2.72M0.2%−$11.3KAdded$2.52M
Stepan CoSCL54.1K$2.7M0.2%$75.2KAdded$1.34M
Datadog, Inc.DDOG22.8K$2.69M0.2%−$409.2KHeld
Atmos Energy CorpATO14.6K$2.69M0.2%$130.6KAdded$1.41M
Pnc Finl Svcs Group Inc12.9K$2.68M0.2%−$8.24KCut−$342.2K
Corning Inc19.6K$2.67M0.2%New
Intrepid Potash, Inc.IPI61.9K$2.65M0.2%$931.7KHeld
Science Applications Intl Co27.8K$2.64M0.2%New
Lam Research CorpLRCX12.3K$2.63M0.2%New
Atmus Filtration Technologie45.6K$2.59M0.2%$221.7KHeld
Carpenter Technology CorpCRS6.54K$2.58M0.2%$518.7KHeld
Upstart Hldgs Inc100K$2.57M0.2%−$1.81MHeld
Magna Intl Inc45.9K$2.56M0.2%$35.1KAdded$1.82M
Liveramp Hldgs Inc96.6K$2.56M0.2%−$275.4KHeld
Sunrun Inc.RUN188.5K$2.56M0.2%−$912.4KHeld
Propetro Hldg Corp175.9K$2.54M0.1%$862KHeld
Innospec Inc.IOSP34.6K$2.52M0.1%−$121.7KCut−$757K
Cardinal Health IncCAH11.6K$2.45M0.1%$67.4KCut−$651.9K
OppFi Inc.OPFI314.9K$2.43M0.1%−$865.9KCut−$985.9K
Thomson Reuters Corp26.6K$2.39M0.1%New
Under Armour Inc402.2K$2.38M0.1%$378.1KHeld
Amer Sports, Inc.AS72K$2.37M0.1%−$318.9KHeld
Rhythm Pharmaceuticals, Inc.RYTM27.2K$2.37M0.1%−$546.5KCut−$3.99M
Pagaya Technologies Ltd203K$2.37M0.1%−$1.88MHeld
Maxlinear, IncMXL136K$2.36M0.1%−$5.44KCut−$297.6K
Northern Oil & Gas, Inc.NOG78.9K$2.31M0.1%$612.6KCut$321.1K
Toast, Inc.TOST86.4K$2.29M0.1%−$777.2KCut−$4.47M
Tetra Tech Inc New75.8K$2.28M0.1%−$259.1KCut−$4.22M
A10 Networks, Inc.ATEN98.6K$2.28M0.1%$192.6KAdded$1.65M
Nvent Electric PlcNVT19.1K$2.26M0.1%$189.7KAdded$1.08M
Pc Connection IncCNXN38.6K$2.26M0.1%$20.2KAdded$587.9K
HighPeak Energy, Inc.HPK327K$2.26M0.1%$62.1KAdded$2.12M
Amneal Pharmaceuticals, Inc.AMRX180.6K$2.25M0.1%−$30.7KHeld
Wec Energy Group, Inc.WEC19.2K$2.22M0.1%New
Flex LNG Ltd.FLNG74.6K$2.22M0.1%New
Apellis Pharmaceuticals Inc54K$2.17M0.1%$815.2KHeld
Oil Dri Corp Amer32.8K$2.14M0.1%$169.5KAdded$1.62M
Paymentus Holdings, Inc.PAY83.9K$2.13M0.1%−$519.6KCut−$2.13M
Nova Ltd.NVMI4.81K$2.09M0.1%$509.1KCut$192.9K
Mativ Holdings, Inc.MATV238.7K$2.08M0.1%−$670.6KAdded−$284.9K
Figma, Inc.FIG98K$2.07M0.1%−$1.38MAdded−$1.11M
Shoe Carnival Inc130.8K$2.04M0.1%−$118KAdded$495K
Chefs Whse Inc34.1K$2.03M0.1%−$90.7KAdded$63.9K
TransunionTRU28.9K$2M0.1%−$477.8KCut−$6.37M
Costco Whsl Corp New2K$1.99M0.1%New
Pennant Group, Inc.PNTG65K$1.98M0.1%$151.4KHeld
Imax CorpIMAX51.6K$1.96M0.1%$54.2KHeld
Navient Corporation238.9K$1.95M0.1%New
Smithfield Foods IncSFD69.8K$1.95M0.1%$393.8KCut−$425.9K
Morgan Stanley11.8K$1.94M0.1%New
PagSeguro Digital Ltd.PAGS191.5K$1.92M0.1%$72.8KCut−$466.1K
Revolve Group, Inc.RVLV84.4K$1.91M0.1%−$639.9KCut−$710.3K
Itron, Inc.ITRI21K$1.88M0.1%−$67.7KCut−$1.16M
ONE Gas, Inc.OGS21.6K$1.86M0.1%$192KHeld
Newell Brands Inc.NWL537.8K$1.84M0.1%New
Manulife Finl Corp53.5K$1.84M0.1%−$98.4KCut−$1.93M
Vermilion Energy Inc.VET132.9K$1.83M0.1%$405.2KAdded$1.21M
Parsons Corp Del33.7K$1.82M0.1%−$218.1KAdded$58.1K
American Axle & Mfg Hldgs InDCH306.1K$1.82M0.1%−$146.9KHeld
Otter Tail CorpOTTR20.6K$1.81M0.1%New
Jbs N.V.JBS100.3K$1.8M0.1%New
Tandem Diabetes Care IncTNDM93.8K$1.8M0.1%−$263.6KCut−$628K
Stride, Inc.LRN20.4K$1.8M0.1%$223.9KAdded$1.17M
Peabody Energy CorpBTU53.5K$1.76M0.1%$173.9KCut−$377.3K
Travere Therapeutics, Inc.TVTX59K$1.75M0.1%−$501.1KCut−$3.93M
Yum China Hldgs Inc35.4K$1.73M0.1%$14.4KAdded$1.07M
Samsara Inc.IOT54.4K$1.72M0.1%−$204.4KCut−$2.67M
Cracker Barrel Old Ctry Stor60.9K$1.71M0.1%$165KCut−$719K
Patrick Inds Inc15.3K$1.69M0.1%$40.3KHeld
Novagold Res IncNG188K$1.69M0.1%−$63.9KHeld
Darden Restaurants IncDRI8.6K$1.69M0.1%$36.1KAdded$1.13M
Stryker CorpSYK5.1K$1.68M0.1%New
Organon & Co.OGN277.4K$1.66M0.1%−$261.5KAdded$72.7K
Tyra Biosciences, Inc.TYRA42.3K$1.62M0.1%$507.8KHeld
Ge Healthcare Technologies I22.6K$1.61M0.1%New
Alignment Healthcare, Inc.ALHC90.5K$1.59M0.1%−$192.8KHeld
Antero Midstream CorpAM69.8K$1.59M0.1%$349.6KCut−$3.44M
MongoDB, Inc.MDB6.5K$1.59M0.1%−$1.14MHeld
Red Violet, Inc.RDVT44.9K$1.55M0.1%−$835.4KAdded−$575.1K
Bank Of Nt Butterfield&Son L29.4K$1.54M0.1%$73KAdded$173.5K
Archrock, Inc.AROC43.7K$1.52M0.1%$383.6KCut−$342.4K
Abm Inds Inc39.4K$1.52M0.1%−$49.8KAdded$961.7K
Credit Accep Corp Mich3.57K$1.51M0.1%−$71.3KHeld
Gold Com Inc37.3K$1.5M0.1%$225.1KCut−$1.23M
Intellia Therapeutics, Inc.NTLA116.6K$1.5M0.1%$446.7KCut$402.7K
Target Hospitality Corp.TH157K$1.46M0.1%$199.4KHeld
Cross Ctry Healthcare Inc153.4K$1.44M0.1%New
Hinge Health, Inc.HNGE37.2K$1.43M0.1%−$293.2KHeld
Hub Group, Inc.HUBG39.6K$1.43M0.1%−$260KHeld
Louisiana Pac Corp19.5K$1.42M0.1%−$156.3KHeld
Scotts Miracle-Gro CoSMG23.2K$1.41M0.1%$57.1KCut−$2.19M
Yeti Hldgs Inc38.4K$1.4M0.1%−$290.9KHeld
Boot Barn Hldgs Inc9.57K$1.4M0.1%−$288.2KHeld
Cummins IncCMI2.6K$1.4M0.1%$71.7KHeld
Tg Therapeutics, Inc.TGTX41.6K$1.38M0.1%$141.8KHeld
Universal Technical Inst Inc38K$1.37M0.1%$378.4KCut−$68.4K
Radware LtdRDWR52K$1.37M0.1%$115.9KCut$46K
Virtu Finl Inc30.8K$1.36M0.1%$328.6KHeld
C3.ai, Inc.AI159.9K$1.35M0.1%−$424KAdded$216.4K
B2gold CorpBTG296.1K$1.34M0.1%New
PACS Group, Inc.PACS41.7K$1.34M0.1%−$261.5KCut−$3.31M
SFL Corp Ltd.SFL123.4K$1.33M0.1%$139.6KAdded$965.9K
Gildan Activewear Inc.GIL23.6K$1.32M0.1%−$161KCut−$435.8K
Live Oak Bancshares Inc39.7K$1.31M0.1%−$50.8KCut−$116.1K
Hafnia LtdHAFN167.7K$1.27M0.1%$380.6KHeld
Mgp Ingredients Inc New67.8K$1.25M0.1%−$151.6KAdded$623.2K
ICL Group Ltd.ICL240.1K$1.24M0.1%New
Royal Bk Cda7.66K$1.24M0.1%New
Fortive CorpFTV22.3K$1.23M0.1%New
Marcus Corp Del71.8K$1.23M0.1%$33.6KAdded$917.7K
Hippo Hldgs Inc47.3K$1.23M0.1%−$190KCut−$210K
AbbVie Inc.ABBV5.6K$1.22M0.1%−$61.6KHeld
Dominion Energy, IncD19.6K$1.21M0.1%New
The Realreal Inc133.5K$1.21M0.1%−$894.3KHeld
Forestar Group Inc.FOR49.4K$1.21M0.1%−$9.38KHeld
Blue Bird CorpBLBD21K$1.19M0.1%$205.9KCut−$3.58M
Tsakos Energy Navigation Ltd29.6K$1.17M0.1%New
GCM Grosvenor Inc.GCMG117.8K$1.15M0.1%−$179KCut−$305.5K
American Express CoAXP3.8K$1.15M0.1%−$256.4KHeld
Galaxy Digital Inc.GLXY62K$1.14M0.1%New
Idt CorpIDT23.1K$1.14M0.1%−$48.8KHeld
Appian CorpAPPN47.1K$1.14M0.1%−$532.6KCut−$2.82M
Chewy, Inc.CHWY41.4K$1.12M0.1%−$250.2KCut−$2.86M
Nextera Energy Inc11.9K$1.11M0.1%$149.9KHeld
Amicus Therapeutics Inc75.3K$1.09M0.1%$16.6KCut−$5.32M
Kronos Worldwide IncKRO164.8K$1.08M0.1%$354.3KCut$343.2K
Cushman And Wakefield Ltd88.2K$1.08M0.1%−$298.9KAdded−$149.3K
Trupanion, Inc.TRUP42.1K$1.08M0.1%−$495.6KCut−$3.39M
Carvana Co.CVNA3.43K$1.08M0.1%−$368.9KCut−$9.44M
Advanced Energy Inds3.3K$1.06M0.1%New
Global Industrial Company33.7K$1.06M0.1%$62.9KAdded$263.3K
Qiagen Nv Ord Shares26.4K$1.06M0.1%New
Brookfield Asset Managmt Ltd23.6K$1.05M0.1%New
Astera Labs, Inc.ALAB9.56K$1.05M0.1%−$542.6KHeld
DT Midstream, Inc.DTM7.75K$1.04M0.1%$116.1KHeld
Leidos Holdings, Inc.LDOS6.7K$1.04M0.1%New
Ihs Holding Limited126.5K$1.04M0.1%$97.4KCut−$118.8K
Vita Coco Co Inc21.7K$1.04M0.1%−$91.8KAdded$85.5K
ACV Auctions Inc.ACVA245K$1.04M0.1%−$926KCut−$2.57M
Torm PlcTRMD36.4K$1.04M0.1%New
AdvanSix Inc.ASIX42.2K$1.03M0.1%New
Fortuna Mng Corp102.8K$1.02M0.1%$12.3KHeld
Loar Holdings Inc.LOAR17.8K$1.02M0.1%−$190.8KHeld
Iradimed CorpIRMD10.5K$1.01M0.1%New
Super Group Sghc Limited93.7K$1.01M0.1%−$107.8KCut−$2.5M
Inter & Co, Inc.INTR126.6K$1.01M0.1%−$65.8KCut−$4.76M
Gogo Inc.GOGO247.1K$993.3K0.1%−$138.7KAdded−$16.9K
Frontier Group Hldgs Inc277.3K$978.9K0.1%−$327.2KCut−$402.4K
Anaptysbio, IncANAB17.6K$975.8K0.1%$122.8KCut−$1.11M
Ceribell, Inc.CBLL52.7K$966.4K0.1%−$189.8KHeld
Northwest Nat Hldg Co17.8K$948K0.1%$115.4KHeld
Adecoagro S.A.AGRO62.2K$934.4K0.1%$441.1KCut$305.2K
Aercap Holdings Nv6.79K$931.7K0.1%−$44.7KCut−$1.15M
Ermenegildo Zegna N.V.ZGN88.7K$923.9K0.1%$15.1KCut−$844.6K
Bw Lpg LtdBWLP51.9K$900.9K0.1%$221.5KHeld
Seanergy Maritime Hldgs Corp68.5K$884.4K0.1%$62.4KAdded$728K
Rci Hospitality Hldgs Inc38.5K$879.1K0.1%−$19.2KAdded$435.4K
Smith & Wesson Brands, Inc.SWBI60.7K$870.4K0.1%New
Ivanhoe Electric Inc.IE73.4K$868.1K0.1%−$305.5KCut−$433.5K
SPX Technologies, Inc.SPXC4.34K$867.9K0.1%−$412Added$179.5K
Byline Bancorp, Inc.BY27.3K$862.3K0.1%$66.1KCut−$3.86K
Ardagh Metal Packaging S A211.4K$856.1K0.1%−$10.6KCut−$152.8K
Willis Lease Fin Corp5K$851.3K0.1%$166.2KAdded$200.2K
Onemain Hldgs Inc15.8K$843.1K0.1%−$221.6KCut−$1.9M
MediaAlpha, Inc.MAX90K$837.2K0.1%−$328.6KCut−$1.31M
Ovintiv Inc.OVV14.1K$835.5K0.0%$283.9KHeld
Harmony Biosciences Hldgs In29.8K$835.5K0.0%−$280.7KHeld
Navigator Hldgs Ltd42.1K$813K0.0%$84.5KHeld
Ralph Lauren CorpRL2.36K$810.8K0.0%−$22.7KHeld
Hovnanian Enterprises Inc7.24K$802.5K0.0%$96.7KCut$18.7K
Imperial Oil LtdIMO6.02K$787.4K0.0%$267.9KCut−$1.61M
Houlihan Lokey, Inc.HLI5.4K$776K0.0%−$165.2KCut−$3.54M
Warrior Met Coal, Inc.HCC8.3K$772.9K0.0%New
CG Oncology, Inc.CGON11.2K$756.8K0.0%$292.5KCut−$902.6K
Green Plains Inc.GPRE45.3K$745.6K0.0%$301.4KHeld
Acadian Asset Management Inc.AAMI13.7K$745.4K0.0%$50.4KAdded$425.9K
Copa Holdings Sa6.47K$734.7K0.0%−$45.3KCut−$986K
Biohaven Ltd.BHVN84.7K$716.6K0.0%−$239.7KHeld
Marketaxess Hldgs Inc4.28K$706.1K0.0%−$69.6KHeld
Corporacion Amer Arpts S A27.6K$698.4K0.0%−$19.6KCut−$510.7K
Regional Mgmt Corp21.6K$696.5K0.0%New
AvePoint, Inc.AVPT72.3K$687.8K0.0%−$316.8KCut−$1.88M
Dxp Enterprises IncDXPE4.9K$684.7K0.0%$131.7KAdded$201.6K
Northpointe Bancshares IncNPB39.5K$682.2K0.0%$12.9KAdded$232.1K
Seabridge Gold IncSA23.8K$675.6K0.0%−$29.8KCut−$1.01M
ADTRAN Holdings, Inc.ADTN53.6K$674.8K0.0%$80.7KAdded$494.4K
Resolute Hldgs Mgmt Inc4.14K$672.7K0.0%−$182.9KCut−$1.51M
SoFi Technologies, Inc.SOFI42.3K$671.7K0.0%−$231.1KAdded$84.3K
Rocket Pharmaceuticals Inc186.6K$668K0.0%$13.1KCut−$107.3K
Afya LtdAFYA44.2K$657.5K0.0%−$23.3KAdded−$6.8K
North Amern Constr Group Ltd48.6K$655.7K0.0%New
XPEL, Inc.XPEL14.7K$651.7K0.0%−$83.2KHeld
Fortis Inc11.6K$647.2K0.0%$44.7KHeld
Rogers Communications Inc16.8K$645.7K0.0%$5.54KAdded$355.4K
Manchester Utd Plc New38K$638.8K0.0%$34.2KCut−$224.9K
Amphenol Corp New5.02K$634.2K0.0%−$44.1KCut−$4.71M
Pra Group IncPRAA36K$630.2K0.0%−$5.61KAdded$107.7K
T-Mobile Us Inc3K$630.1K0.0%$21KCut−$1.97M
Marten Trans Ltd47.1K$617.9K0.0%$82.4KCut−$20.3K
Kingstone Cos Inc42.3K$615.9K0.0%New
Warby Parker Inc.WRBY29.1K$613.8K0.0%−$21KHeld
Arlo Technologies, Inc.ARLO42.9K$610.4K0.0%$10.3KCut−$451.2K
Avnet IncAVT9.9K$610K0.0%New
Sun Life Financial Inc.9.65K$603.6K0.0%$1.54KHeld
Evercore Inc.EVR2K$597K0.0%−$83.5KHeld
Ofg BancorpOFG14.4K$581.7K0.0%−$7.47KHeld
Bitdeer Technologies GroupBTDR66.9K$578.9K0.0%−$171.3KHeld
BlackRock, Inc.BLK600$577K0.0%New
Enerflex Ltd.EFXT27.2K$568.6K0.0%$149.2KCut$53.5K
Duolingo, Inc.DUOL5.76K$568.2K0.0%New
Lemaitre Vascular IncLMAT5.2K$567.7K0.0%New
ALPHA & OMEGA SEMICONDUCTOR LtdAOSL25.4K$562.3K0.0%$50KAdded$140.6K
Seaboard Corp Del99$559.7K0.0%$119.7KCut−$324.8K
Sarepta Therapeutics, Inc.SRPT25.5K$554.2K0.0%$6.11KCut−$1.72M
Theravance Biopharma, Inc.TBPH33.8K$548.5K0.0%−$83.8KCut−$1.18M
Lindblad Expeditions Hldgs I30.2K$522.8K0.0%$80.8KAdded$118.3K
StandardAero, Inc.SARO20K$516.6K0.0%−$57KHeld
Dorman Prods Inc4.86K$507.5K0.0%−$91.6KCut−$2.97M
World Accep Corporation3.73K$503.6K0.0%−$20KHeld
Texas Roadhouse, Inc.TXRH3.04K$501.5K0.0%−$2.61KHeld
Beazer Homes Usa IncBZH25.8K$496.1K0.0%−$26.6KHeld
Infinity Nat Res Inc27.1K$477.5K0.0%$78.1KHeld
Collegium Pharmaceutical, IncCOLL14.4K$475.6K0.0%−$190.3KHeld
Energy Svcs Acquisition Corp36.1K$473.4K0.0%New
Amalgamated Financial Corp.AMAL11.8K$457.8K0.0%$80.6KHeld
Amplitude, Inc.AMPL67K$456.7K0.0%−$318.7KCut−$924K
GLOBALFOUNDRIES Inc.GFS10.2K$454.9K0.0%New
Healthcare Svcs Group Inc24.4K$452.3K0.0%−$13.9KHeld
Bloom Energy CorpBE3.3K$447.1K0.0%$160.4KHeld
Phibro Animal Health CorpPAHC7.9K$436.7K0.0%$141.7KHeld
Oceaneering Intl Inc12.2K$432.3K0.0%New
Biogen Inc.BIIB2.35K$430.5K0.0%$17.2KHeld
Genie Energy Ltd.GNE30.3K$427.8K0.0%New
Funko, Inc.FNKO134.2K$422.6K0.0%−$33.5KCut−$133.8K
Century Cmntys IncCCS7.33K$420.8K0.0%−$14.4KCut−$79.7K
Unitil CorpUTL7.99K$417.4K0.0%$30.4KHeld
Murphy USA Inc.MUSA802$396.2K0.0%$72.5KCut−$1.22M
Caris Life Sciences, Inc.CAI22K$393.6K0.0%−$200.3KHeld
Manitowoc Co IncMTW33.7K$392.9K0.0%−$11.5KCut−$223.2K
Ibex LtdIBEX14.6K$392.8K0.0%−$166.4KHeld
Borr Drilling LtdBORR68K$392.6K0.0%New
Grindr Inc.GRND32K$387.4K0.0%−$20.8KAdded$192.9K
Bioventus Inc.BVS42.1K$384.5K0.0%$71.2KCut−$26.4K
Telesat CorpTSAT10.6K$384.2K0.0%$75.4KHeld
Natural Gas Svcs Group Inc10.1K$380.2K0.0%$41.2KCut−$90.7K
Cytek Biosciences, Inc.CTKB86.9K$379.6K0.0%−$59.1KCut−$84.3K
Simulations Plus, Inc.SLP32.1K$379K0.0%−$205.5KCut−$1.37M
Standard Mtr Prods Inc10.8K$376.1K0.0%−$18KAdded$61.9K
Koppers Holdings Inc.KOP9.58K$370.7K0.0%$111.2KCut$8.26K
Eton Pharmaceuticals, Inc.ETON14.9K$367.5K0.0%$115.7KHeld
Keros Therapeutics, Inc.KROS32.7K$361.5K0.0%−$305.2KCut−$1.92M
Velocity Finl Inc19.7K$356.7K0.0%−$52.6KHeld
Axsome Therapeutics, Inc.AXSM2.1K$354.9K0.0%−$28.6KCut−$298.4K
NIKE, Inc.NKE6.7K$353.9K0.0%New
Vital Farms, Inc.VITL25.1K$353.8K0.0%−$446.5KCut−$3.02M
Stantec IncSTN3.93K$339.6K0.0%−$31.3KCut−$1.72M
Himalaya Shipping Ltd.HSHP25.4K$334.1K0.0%New
Procore Technologies, Inc.PCOR5.78K$329.5K0.0%−$91KHeld
American Superconductor Corp9.73K$329.4K0.0%$49.3KHeld
MNTN, Inc.MNTN36.8K$324.3K0.0%−$74.5KAdded$41K
Esquire Finl Hldgs Inc3.02K$324.1K0.0%$16.4KHeld
Ultragenyx Pharmaceutical In15.4K$322.7K0.0%−$31.6KCut−$3.74M
Liberty Global Ltd27.2K$318.9K0.0%$18.8KHeld
Precision Drilling CorpPDS3.18K$313.2K0.0%$84.4KHeld
Medifast IncMED30.7K$313.1K0.0%New
Tat Technologies LtdTATT7.45K$302.9K0.0%−$30KHeld
Algoma Stl Group Inc70.3K$290.4K0.0%$2.11KCut−$32.7K
Td Synnex CorpSNX1.7K$286.8K0.0%New
Exponent IncEXPO4.23K$276.1K0.0%−$17.8KHeld
Kirby CorpKEX2.06K$274.3K0.0%$46.9KHeld
Willdan Group, Inc.WLDN3.55K$271.7K0.0%−$96.2KHeld
Kenon Hldgs Ltd3.3K$271.7K0.0%$52.9KCut$39.7K
Bausch Health Cos Inc50K$270.2K0.0%−$77.6KHeld
Commercial Bancgroup, Inc.CBK10.1K$263.2K0.0%New
Snap IncSNAP55.6K$255.8K0.0%−$192.9KCut−$2.49M
Agios Pharmaceuticals, Inc.AGIO7.5K$253.7K0.0%New
Greenbrier Cos Inc4.79K$252.5K0.0%$28.3KHeld
Home Bancorp, Inc.HBCP4.05K$245.6K0.0%$11.3KCut−$68.1K
Gran Tierra Energy Inc.GTE27.4K$245.5K0.0%$129.4KHeld
Fedex CorpFDX681$242.6K0.0%New
Novocure LtdNVCR22.3K$242.5K0.0%−$45.2KHeld
Nve Corp3.65K$238.7K0.0%New
Hooker Furnishings Corporati18.5K$238.7K0.0%$29.5KHeld
Ingram Micro Hldg Corp10.2K$237.8K0.0%New
Take-Two Interactive Softwar1.2K$237K0.0%New
Perion Network Ltd.PERI23.3K$232.6K0.0%$9.54KCut−$115.7K
ReposiTrak, Inc.TRAK30.4K$230.8K0.0%New
Tiptree Inc.TIPT13.6K$229.8K0.0%−$18.3KHeld
Olema Pharmaceuticals, Inc.OLMA15.3K$228.1K0.0%−$154.4KCut−$456.1K
Sinclair, Inc.SBGI17.5K$227K0.0%New
Amphastar Pharmaceuticals In11.4K$224.1K0.0%New
Bank Montreal Que1.6K$216.5K0.0%New
Viemed Healthcare, Inc.VMD23.5K$216.2K0.0%$41.8KCut$9.88K
Five Star BancorpFSBC5.7K$215K0.0%$11.1KHeld
Bjs Restaurants IncBJRI6.07K$213.1K0.0%−$26.1KHeld
Atlanta Braves Hldgs Inc4.5K$212.2K0.0%$21KCut−$256.1K
Lincoln Edl Svcs Corp5.11K$207.9K0.0%New
Toronto Dominion Bk Ont2.2K$205.3K0.0%New
Cannae Hldgs Inc17.6K$200.1K0.0%New
Lsb Inds Inc13.4K$199.7K0.0%$85.8KHeld
Gray Media Inc45.4K$197K0.0%New
Huntsman CorpHUN13.8K$184K0.0%$45.8KHeld
Renew Energy Global Plc40.1K$183.5K0.0%−$42.9KHeld
Ranpak Holdings Corp.PACK50.9K$181.6K0.0%−$93.6KCut−$96.9K
Bain Cap Specialty Fin Inc14.3K$176.8K0.0%−$19.6KAdded−$3.62K
Netskope IncNTSK20.1K$170.9K0.0%New
Ooma IncOOMA11.6K$169K0.0%$32.8KHeld
Backblaze, Inc.BLZE48.8K$168.3K0.0%−$59KCut−$316.2K
Quanterix CorpQTRX47.7K$167.8K0.0%−$135.4KHeld
Nerdwallet, Inc.NRDS15.9K$164.6K0.0%−$50.3KCut−$649K
RxSight, Inc.RXST26.5K$163.4K0.0%−$113KCut−$699.8K
Oportun Finl Corp35.4K$163.3K0.0%−$24.1KCut−$198.2K
Bumble Inc.BMBL48.1K$156.7K0.0%−$14.9KCut−$937.8K
Medallion Finl Corp18.1K$155.3K0.0%−$31.4KHeld
Cognyte Software Ltd.CGNT18.6K$151K0.0%−$24.2KCut−$456.6K
Cellebrite DI Ltd.CLBT10.4K$143.3K0.0%New
Emergent BioSolutions Inc.EBS15.8K$130.7K0.0%New
Peloton Interactive, Inc.PTON28.3K$121.3K0.0%−$52.9KCut−$3.72M
Red Robin Gourmet Burgers In41K$120K0.0%−$45.9KHeld
Star Hldgs15.7K$118.9K0.0%−$10.4KHeld
Angi Inc.ANGI14.9K$101.8K0.0%−$90.3KHeld
Coty Inc.COTY48.3K$97K0.0%−$51.6KHeld
Rpc IncRES13.3K$94.1K0.0%$21.8KHeld
Taboola.com Ltd.TBLA29.6K$91.8K0.0%−$44.7KHeld
Sweetgreen, Inc.SG15.4K$79.8K0.0%−$24.1KCut−$139.1K
Skillz IncFIRY27.1K$70.3K0.0%−$46.7KHeld
Granite Ridge Resources, Inc.GRNT11.9K$69.8K0.0%$13.9KHeld
Profrac Hldg Corp10.4K$64.6K0.0%New
B & G Foods Inc NewBGS11.5K$55.5K0.0%$5.89KHeld
Ziprecruiter, Inc.ZIP28.7K$52.7K0.0%−$59KCut−$260.5K

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.