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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 20 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 62,636.0 $563K 0.10% NEW $8.99 +32.5%
382 LINE LINEAGE INC Real Estate 17,684.0 $563K 0.10% NEW $31.84 +30.0%
383 RELY REMITLY GLOBAL INC Technology 36,494.0 $559K 0.10% -863.0 -2.3% $15.32 +37.7%
384 SOMNIGROUP INTERNATIONAL INC 8,008.0 $556K 0.10% +4K +122.2% $69.37
385 TRMB TRIMBLE INC Technology 8,882.0 $555K 0.10% NEW $62.54 -21.4%
386 SE SEA LTD Consumer Cyclical 7,072.0 $554K 0.10% NEW $78.31 +16.6%
387 GLOB GLOBANT S A Technology 12,101.0 $553K 0.10% NEW $45.68 -32.7%
388 BEKE KE HLDGS INC Real Estate 36,704.0 $551K 0.10% NEW $15.01 -0.7%
389 EGO ELDORADO GOLD CORP NEW Basic Materials 17,008.0 $551K 0.10% +9K +125.7% $32.39 +2.0%
390 HRL HORMEL FOODS CORP Consumer Defensive 23,879.0 $550K 0.10% +4K +22.7% $23.02 +5.0%
391 HAS HASBRO INC Consumer Cyclical 6,144.0 $549K 0.10% -14K -69.3% $89.39 -5.2%
392 ICUI ICU MED INC Healthcare 4,362.0 $547K 0.10% NEW $125.38 +12.0%
393 ETN EATON CORP PLC Industrials 1,588.0 $546K 0.10% -4K -69.5% $343.53 +22.8%
394 LQDA LIQUIDIA CORPORATION Healthcare 15,427.0 $543K 0.10% NEW $35.18 +102.0%
395 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 8,347.0 $542K 0.10% NEW $64.97 +7.9%
396 KBR KBR INC Industrials 15,121.0 $541K 0.10% +9K +142.2% $35.81 -8.3%
397 STEP STEPSTONE GROUP INC Financial Services 11,630.0 $541K 0.10% NEW $46.51 -2.8%
398 CTVA CORTEVA INC Basic Materials 6,486.0 $538K 0.09% NEW $82.95 -5.3%
399 PPG PPG INDS INC Basic Materials 5,174.0 $537K 0.09% NEW $103.82 +13.9%
400 VSTS VESTIS CORPORATION Industrials 68,679.0 $537K 0.09% +44K +183.1% $7.82 +64.7%
Page 20 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%