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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 42 of 43  ·  856 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 JACK JACK IN THE BOX INC Consumer Cyclical 13,467.0 $127K 0.02% NEW $9.39 +36.2%
822 CLIMB BIO INC 19,287.0 $126K 0.02% NEW $6.54
823 HPK HIGHPEAK ENERGY INC Energy 16,400.0 $125K 0.02% NEW $7.61 -5.7%
824 GRNT GRANITE RIDGE RESOURCES INC Energy 20,846.0 $124K 0.02% NEW $5.97 -21.4%
825 SPT SPROUT SOCIAL INC Technology 22,315.0 $124K 0.02% -28K -55.6% $5.54 +18.2%
826 JBLU JETBLUE AIRWAYS CORP Industrials 28,521.0 $118K 0.02% NEW $4.12 +37.9%
827 PTLO PORTILLOS INC Consumer Cyclical 22,293.0 $117K 0.02% +12K +119.4% $5.25 -18.9%
828 DEI DOUGLAS EMMETT INC Real Estate 12,362.0 $116K 0.02% -49K -79.9% $9.35 +25.2%
829 ARHS ARHAUS INC Consumer Cyclical 17,068.0 $111K 0.02% NEW $6.51 +11.5%
830 TRTX TPG RE FIN TR INC Real Estate 14,398.0 $111K 0.02% -2K -14.3% $7.71 +11.5%
831 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 24,912.0 $110K 0.02% -15K -36.9% $4.43 +0.9%
832 ARVN ARVINAS INC Healthcare 10,639.0 $108K 0.02% -71K -87.0% $10.18 -24.7%
833 ARKO ARKO CORP Consumer Cyclical 19,213.0 $105K 0.02% NEW $5.48 +36.7%
834 LZ LEGALZOOM COM INC Industrials 18,345.0 $104K 0.02% -48K -72.5% $5.69 -3.3%
835 RPD RAPID7 INC Technology 18,760.0 $102K 0.02% NEW $5.45 +23.5%
836 TROX TRONOX HOLDINGS PLC Basic Materials 11,049.0 $102K 0.02% NEW $9.19 -19.5%
837 AHRT AH RLTY TR INC Financial Services 19,032.0 $100K 0.02% -4K -17.8% $5.27 +26.6%
838 SB SAFE BULKERS INC Industrials 16,370.0 $100K 0.02% NEW $6.10 +9.8%
839 ASLE AERSALE CORPORATION Industrials 16,393.0 $99K 0.02% NEW $6.04 +5.1%
840 ZEVRA THERAPEUTICS INC 10,884.0 $96K 0.02% -14K -56.0% $8.78
Page 42 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%