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Portfolio (Quarterly) Guide ↗

FOX RUN MANAGEMENT, L.L.C.

· CIK 0001533457
13F Portfolio $648M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 867 New
Page 44 of 44  ·  867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 12,608.0 $74K 0.01% NEW $5.89 +53.7%
862 DAVA ENDAVA PLC Technology 11,475.0 $73K 0.01% NEW $6.32 -58.1%
863 PNNT PENNANTPARK INVT CORP Financial Services 10,939.0 $65K 0.01% NEW $5.96 -42.4%
864 STGW STAGWELL INC Communication Services 11,279.0 $55K 0.01% NEW $4.89 +37.2%
865 PTLO PORTILLOS INC Consumer Cyclical 10,162.0 $46K 0.01% NEW $4.54 -6.2%
866 RZLT REZOLUTE INC Healthcare 17,515.0 $41K 0.01% NEW $2.36 +112.7%
867 PYXS PYXIS ONCOLOGY INC Healthcare 22,566.0 $26K 0.00% NEW $1.15 +76.5%
Page 44 of 44  ·  867 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 20.9%
Healthcare 14.6%
Industrials 13.4%
Financial Services 12.8%
Consumer Cyclical 12.1%
Energy 5.8%
Real Estate 5.5%
Consumer Defensive 4.9%
Basic Materials 3.9%
Utilities 3.3%