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Portfolio (Quarterly) Guide ↗

FOX RUN MANAGEMENT, L.L.C.

· CIK 0001533457
13F Portfolio $572M AUM 856 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 442 New 201 Added 209 Reduced 453 Exited
Page 5 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ROST ROSS STORES INC Consumer Cyclical 4,743.0 $990K 0.17% +1K +44.8% $208.79 +11.5%
82 GE GE AEROSPACE Industrials 3,621.0 $989K 0.17% +1K +61.6% $273.25 +30.9%
83 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 11,316.0 $961K 0.17% +7K +157.1% $84.90 -3.0%
84 BLDR BUILDERS FIRSTSOURCE INC Industrials 12,092.0 $953K 0.17% +8K +178.2% $78.85 +2.2%
85 MTZ MASTEC INC Industrials 3,110.0 $951K 0.17% +2K +237.7% $305.80 +24.2%
86 ASC ARDMORE SHIPPING CORP Industrials 63,231.0 $948K 0.17% +25K +67.5% $14.99 +13.9%
87 IDXX IDEXX LABS INC Healthcare 1,698.0 $946K 0.17% +851.0 +100.5% $557.09 +0.9%
88 XYL XYLEM INC Industrials 8,046.0 $935K 0.16% +5K +201.5% $116.18 -4.1%
89 DHT DHT HOLDINGS INC Energy 51,435.0 $922K 0.16% +38K +274.0% $17.93 +5.4%
90 TNET TRINET GROUP INC Industrials 24,427.0 $922K 0.16% +19K +363.7% $37.74 +20.0%
91 AA ALCOA CORP Basic Materials 14,482.0 $916K 0.16% +5K +54.9% $63.22 -6.1%
92 AER AERCAP HOLDINGS NV Industrials 6,877.0 $908K 0.16% +2K +32.3% $131.98 +9.9%
93 CLH CLEAN HARBORS INC Industrials 3,157.0 $883K 0.15% +603.0 +23.6% $279.76 +3.2%
94 EQH EQUITABLE HLDGS INC Financial Services 24,003.0 $856K 0.15% +8K +48.9% $35.65 +27.0%
95 APPN APPIAN CORP Technology 35,887.0 $855K 0.15% +15K +75.2% $23.82 -12.0%
96 AMTM AMENTUM HOLDINGS INC Industrials 33,939.0 $854K 0.15% +27K +368.2% $25.17 -13.9%
97 AG FIRST MAJESTIC SILVER CORP Basic Materials 43,398.0 $853K 0.15% +2K +3.9% $19.65 -8.4%
98 ARW ARROW ELECTRS INC Technology 6,165.0 $840K 0.15% +2K +59.6% $136.29 +70.7%
99 CHKP CHECK POINT SOFTWARE TECH LT Technology 5,903.0 $834K 0.15% +3K +95.7% $141.20 -13.4%
100 BRBR BELLRING BRANDS INC Consumer Defensive 51,147.0 $826K 0.14% +41K +383.3% $16.14 -41.4%
Page 5 of 11  ·  201 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 19.2%
Industrials 15.0%
Consumer Cyclical 13.3%
Financial Services 12.5%
Healthcare 11.1%
Energy 6.0%
Consumer Defensive 6.0%
Basic Materials 5.4%
Real Estate 5.4%
Communication Services 3.4%