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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 10 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BGC BGC GROUP INC Financial Services 20,329.0 $194K 0.03% -44K -68.5% $9.54 +26.3%
182 VERASTEM INC 39,004.0 $189K 0.03% -18K -31.7% $4.85
183 BBAR BANCO BBVA ARGENTINA S A Financial Services 13,065.0 $187K 0.03% -12K -48.3% $14.31 +53.0%
184 HUN HUNTSMAN CORP Basic Materials 14,519.0 $183K 0.03% -71K -83.0% $12.57 -4.0%
185 BIOA BIOAGE LABS INC Healthcare 10,850.0 $172K 0.03% -7K -39.8% $15.83 +31.2%
186 GCMG GCM GROSVENOR INC Financial Services 16,996.0 $165K 0.03% -7K -29.3% $9.68 +24.5%
187 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 20,047.0 $159K 0.03% -53K -72.5% $7.93 +7.8%
188 AVPT AVEPOINT INC Technology 16,959.0 $159K 0.03% -22K -56.0% $9.37 +11.1%
189 UMH UMH PPTYS INC Real Estate 10,444.0 $150K 0.03% -9K -47.1% $14.40 +4.6%
190 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 25,815.0 $149K 0.03% -4K -12.9% $5.78 +40.1%
191 CFFN CAPITOL FED FINL INC Financial Services 20,931.0 $147K 0.03% -46K -68.7% $7.00 +15.4%
192 RLAY RELAY THERAPEUTICS INC Healthcare 15,284.0 $143K 0.03% -45K -74.6% $9.35 +69.8%
193 PMT PENNYMAC MTG INVT TR Real Estate 12,463.0 $141K 0.03% -20K -62.0% $11.35 -9.7%
194 LADR LADDER CAP CORP Real Estate 14,034.0 $138K 0.02% -30K -68.2% $9.85 +3.6%
195 KD KYNDRYL HLDGS INC Technology 10,289.0 $129K 0.02% -38K -78.7% $12.55 -12.4%
196 FRSH FRESHWORKS INC Technology 16,056.0 $129K 0.02% -40K -71.4% $8.04 +10.2%
197 SPT SPROUT SOCIAL INC Technology 22,315.0 $124K 0.02% -28K -55.6% $5.54 +18.2%
198 DEI DOUGLAS EMMETT INC Real Estate 12,362.0 $116K 0.02% -49K -79.9% $9.35 +25.2%
199 TRTX TPG RE FIN TR INC Real Estate 14,398.0 $111K 0.02% -2K -14.3% $7.71 +11.5%
200 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 24,912.0 $110K 0.02% -15K -36.9% $4.43 +0.9%
Page 10 of 11  ·  209 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%