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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 11 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PRGS PROGRESS SOFTWARE CORP Technology 33,290.0 $941K 0.17% -929.0 -2.7% $28.27 +5.0%
202 HUM HUMANA INC Healthcare 5,646.0 $937K 0.16% NEW $166.00 +117.3%
203 XYL XYLEM INC Industrials 8,046.0 $935K 0.16% +5K +201.5% $116.18 -4.1%
204 BLD TOPBUILD COR Industrials 2,784.0 $934K 0.16% NEW $335.39 +27.2%
205 CELH CELSIUS HLDGS INC Consumer Defensive 27,588.0 $933K 0.16% NEW $33.81 -8.9%
206 HCC WARRIOR MET COAL INC Energy 9,882.0 $931K 0.16% -7K -42.6% $94.22 -3.9%
207 DHT DHT HOLDINGS INC Energy 51,435.0 $922K 0.16% +38K +274.0% $17.93 +5.4%
208 TNET TRINET GROUP INC Industrials 24,427.0 $922K 0.16% +19K +363.7% $37.74 +20.0%
209 MSI MOTOROLA SOLUTIONS INC Technology 2,146.0 $916K 0.16% NEW $426.78 -7.4%
210 AA ALCOA CORP Basic Materials 14,482.0 $916K 0.16% +5K +54.9% $63.22 -6.1%
211 TNK TEEKAY TANKERS LTD Energy 12,690.0 $914K 0.16% -15K -53.6% $72.03 +3.4%
212 LH LABCORP HOLDINGS INC Healthcare 3,456.0 $911K 0.16% -4K -51.2% $263.61 -3.0%
213 AER AERCAP HOLDINGS NV Industrials 6,877.0 $908K 0.16% +2K +32.3% $131.98 +9.9%
214 RVLV REVOLVE GROUP INC Consumer Cyclical 41,258.0 $907K 0.16% NEW $21.99 -0.9%
215 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 57,539.0 $904K 0.16% NEW $15.71 +12.0%
216 VIRT VIRTU FINL INC Financial Services 20,859.0 $894K 0.16% NEW $42.84 +47.2%
217 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 12,073.0 $890K 0.16% NEW $73.73 -28.1%
218 NVT NVENT ELEC PLC Industrials 7,878.0 $888K 0.15% -4K -32.9% $112.75 +57.0%
219 CLH CLEAN HARBORS INC Industrials 3,157.0 $883K 0.15% +603.0 +23.6% $279.76 +3.2%
220 MTN VAIL RESORTS INC Consumer Cyclical 7,117.0 $883K 0.15% NEW $124.03 +16.7%
Page 11 of 43  ·  856 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%