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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 19 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SONY SONY GROUP CORP Technology 30,268.0 $603K 0.10% +9K +44.7% $19.92 +2.1%
362 PBR PETROLEO BRASILEIRO S A Energy 28,810.0 $600K 0.10% -18K -38.5% $20.81 -19.5%
363 KRMN KARMAN HLDGS INC Industrials 8,012.0 $599K 0.10% NEW $74.82 -32.7%
364 EXPD EXPEDITORS INTL WASH INC Industrials 4,233.0 $599K 0.10% NEW $141.48 +14.0%
365 BKSY BLACKSKY TECHNOLOGY INC Technology 27,288.0 $598K 0.10% NEW $21.91 +32.3%
366 MYRG MYR GROUP INC Industrials 2,238.0 $598K 0.10% NEW $267.10 +72.6%
367 CR CRANE COMPANY Industrials 3,713.0 $597K 0.10% +2K +115.0% $160.86 +33.6%
368 BUNGE GLOBAL SA 4,708.0 $595K 0.10% +884.0 +23.1% $126.28
369 APG API GROUP CORP Industrials 15,199.0 $594K 0.10% -2K -13.4% $39.11 +8.8%
370 INVA INNOVIVA INC Healthcare 25,798.0 $591K 0.10% -36K -58.2% $22.91 -1.8%
371 TME TENCENT MUSIC ENTMT GROUP Communication Services 63,304.0 $589K 0.10% NEW $9.31 -6.2%
372 MIDD MIDDLEBY CORP Industrials 4,620.0 $588K 0.10% NEW $127.19 +35.4%
373 SYNA SYNAPTICS INC Technology 9,013.0 $587K 0.10% NEW $65.08 +116.5%
374 BPOP POPULAR INC Financial Services 4,399.0 $575K 0.10% +2K +88.5% $130.66 +21.9%
375 CPA COPA HOLDINGS SA Industrials 5,317.0 $573K 0.10% +2K +52.9% $107.81 +40.1%
376 INTR INTER & CO INC Financial Services 74,906.0 $573K 0.10% NEW $7.65 -28.9%
377 EME EMCOR GROUP INC Industrials 816.0 $572K 0.10% NEW $701.10 +19.3%
378 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 6,277.0 $572K 0.10% -9K -60.2% $91.13 +6.4%
379 PNC PNC FINL SVCS GROUP INC Financial Services 2,830.0 $571K 0.10% +2K +120.1% $201.66 +15.1%
380 ELVN ENLIVEN THERAPEUTICS INC Healthcare 15,573.0 $570K 0.10% +3K +25.3% $36.59 +23.3%
Page 19 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%