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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 14 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NPK INTERNATIONAL INC 27,804.0 $396K 0.07% NEW $14.23
262 SFNC SIMMONS FIRST NATL CORP Financial Services 20,725.0 $393K 0.07% NEW $18.96 +15.5%
263 HELE HELEN OF TROY LTD Consumer Defensive 27,995.0 $392K 0.07% NEW $14.01 +88.9%
264 CRY ARTIVION INC 11,008.0 $390K 0.07% NEW $35.41 -49.5%
265 AI C3 AI INC Technology 49,916.0 $389K 0.07% NEW $7.79 +32.2%
266 PRAXIS PRECISION MEDICINES I 1,393.0 $385K 0.07% NEW $276.44
267 CDNS CADENCE DESIGN SYSTEM INC Technology 1,411.0 $382K 0.07% NEW $270.88 +43.0%
268 TWI TITAN INTL INC ILL Industrials 57,167.0 $379K 0.07% NEW $6.63 +14.2%
269 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 13,115.0 $377K 0.07% NEW $28.78 +33.1%
270 PACS PACS GROUP INC Financial Services 12,332.0 $375K 0.07% NEW $30.38 +20.4%
271 INSW INTERNATIONAL SEAWAYS INC Energy 5,247.0 $372K 0.07% NEW $70.93 +19.1%
272 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 45,707.0 $371K 0.07% NEW $8.11 +51.4%
273 FLO FLOWERS FOODS INC Consumer Defensive 44,250.0 $370K 0.07% NEW $8.37 -7.0%
274 NBHC NATIONAL BK HLDGS CORP Financial Services 9,635.0 $369K 0.07% NEW $38.34 +11.7%
275 SIRIUSPOINT LTD 17,447.0 $369K 0.07% NEW $21.17
276 QURE UNIQURE NV Healthcare 25,055.0 $369K 0.07% NEW $14.73 +214.3%
277 LMND LEMONADE INC Financial Services 6,220.0 $365K 0.06% NEW $58.72 +0.2%
278 UNF UNIFIRST CORP MASS Industrials 1,463.0 $365K 0.06% NEW $249.33 +4.7%
279 ULTA ULTA BEAUTY INC Consumer Cyclical 702.0 $358K 0.06% NEW $510.09 -10.6%
280 VIV TELEFONICA BRASIL SA Communication Services 23,420.0 $357K 0.06% NEW $15.23 -17.3%
Page 14 of 23  ·  442 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%