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Portfolio (Quarterly) Guide ↗

Watershed Asset Management, L.L.C.

· CIK 0001315926
13F Portfolio $96M AUM 118 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 39 New 31 Added 30 Reduced 39 Exited
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBEX IBEX LTD Technology 16,877.0 $453K 0.47% NEW $26.82 +10.4%
22 BKE BUCKLE INC Consumer Cyclical 8,970.0 $452K 0.47% NEW $50.36 -12.3%
23 FSLR FIRST SOLAR INC Energy 2,280.0 $450K 0.47% NEW $197.26 +26.4%
24 CARG CARGURUS INC Consumer Cyclical 13,191.0 $449K 0.47% NEW $34.05 -10.6%
25 VITL VITAL FARMS INC Consumer Defensive 31,778.0 $449K 0.47% NEW $14.12 -28.6%
26 IDT IDT CORP Communication Services 9,112.0 $447K 0.46% NEW $49.10 +10.1%
27 DOX AMDOCS LTD Technology 6,803.0 $444K 0.46% NEW $65.26 -19.8%
28 RIGL RIGEL PHARMACEUTICALS INC Healthcare 16,385.0 $443K 0.46% NEW $27.04 +31.7%
29 IMKTA INGLES MKTS INC Consumer Defensive 4,928.0 $443K 0.46% NEW $89.89 -1.0%
30 LEA LEAR CORP Consumer Cyclical 3,657.0 $443K 0.46% NEW $121.08 +12.9%
31 SIRI SIRIUSXM HOLDINGS INC Communication Services 18,824.0 $434K 0.45% NEW $23.08 +21.7%
32 FRME FIRST MERCHANTS CORP Financial Services 11,139.0 $431K 0.45% NEW $38.73 +8.2%
33 DV DOUBLEVERIFY HLDGS INC Technology 44,781.0 $425K 0.44% NEW $9.50 +9.9%
34 MHK MOHAWK INDS INC Consumer Cyclical 4,310.0 $424K 0.44% NEW $98.46 +10.4%
35 POST POST HLDGS INC Consumer Defensive 4,213.0 $416K 0.43% NEW $98.86 -10.0%
36 HVT HAVERTY FURNITURE COS INC Consumer Cyclical 19,188.0 $406K 0.42% NEW $21.18 +16.8%
37 ES EVERSOURCE ENERGY Utilities 5,847.0 $405K 0.42% NEW $69.28 +2.5%
38 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 16,276.0 $390K 0.41% NEW $23.99 -13.3%
39 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 15,080.0 $390K 0.40% NEW $25.85 +24.4%
Page 2 of 2  ·  39 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.3%
Financial Services 17.1%
Healthcare 14.3%
Consumer Cyclical 13.9%
Communication Services 7.8%
Industrials 3.8%
Consumer Defensive 3.8%
Energy 1.1%
Utilities 1.0%