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Portfolio (Quarterly) Guide ↗

Petrus Trust Company, LTA

· CIK 0001473429
13F Portfolio $913M AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 164 New
Page 7 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FA FIRST ADVANTAGE CORP NEW Industrials 11,302.0 $174K 0.02% NEW $15.39 +0.2%
122 AVPT AVEPOINT INC Technology 11,468.0 $172K 0.02% NEW $15.01 -31.4%
123 BW LPG LTD 12,049.0 $172K 0.02% NEW $14.28
124 TITN TITAN MACHY INC Industrials 10,237.0 $171K 0.02% NEW $16.74 +11.6%
125 NOMD NOMAD FOODS LTD Consumer Defensive 12,982.0 $171K 0.02% NEW $13.15 -21.9%
126 MQ MARQETA INC Technology 31,950.0 $169K 0.02% NEW $5.28 -24.8%
127 SRI STONERIDGE INC Consumer Cyclical 21,883.0 $167K 0.02% NEW $7.62 -2.2%
128 FLO FLOWERS FOODS INC Consumer Defensive 12,209.0 $159K 0.02% NEW $13.05 -39.2%
129 IHS IHS HOLDING LIMITED Communication Services 23,115.0 $158K 0.02% NEW $6.82 +23.0%
130 OI O-I GLASS INC Consumer Cyclical 11,887.0 $154K 0.02% NEW $12.97 -31.9%
131 GDYN GRID DYNAMICS HLDGS INC Technology 19,802.0 $153K 0.02% NEW $7.71 -7.5%
132 LILA LIBERTY LATIN AMERICA LTD Communication Services 18,382.0 $152K 0.02% NEW $8.29 -4.2%
133 MRTN MARTEN TRANS LTD Industrials 13,698.0 $146K 0.02% NEW $10.66 +56.6%
134 VMD VIEMED HEALTHCARE INC Healthcare 21,436.0 $146K 0.02% NEW $6.79 +42.1%
135 ASC ARDMORE SHIPPING CORP Industrials 12,150.0 $144K 0.02% NEW $11.87 +58.6%
136 PTON PELOTON INTERACTIVE INC Consumer Cyclical 15,937.0 $143K 0.02% NEW $9.00 -36.6%
137 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 17,372.0 $142K 0.02% NEW $8.18 -70.4%
138 ECVT ECOVYST INC Basic Materials 16,119.0 $141K 0.01% NEW $8.76 +57.6%
139 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 10,952.0 $140K 0.01% NEW $12.80 +60.7%
140 CRSR CORSAIR GAMING INC Technology 15,706.0 $140K 0.01% NEW $8.92 -13.7%
Page 7 of 9  ·  164 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
Financial Services 40.5%
Technology 30.0%
Consumer Cyclical 14.7%
Consumer Defensive 3.9%
Communication Services 3.8%
Real Estate 3.6%
Healthcare 2.2%
Industrials 0.8%
Energy 0.3%
Basic Materials 0.2%