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Portfolio (Quarterly) Guide ↗

STOREBRAND ASSET MANAGEMENT AS

· CIK 0001685676
13F Portfolio $40.6B AUM 762 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 44 New 267 Added 361 Reduced 58 Exited
Page 29 of 39  ·  762 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 LVS LAS VEGAS SANDS CORP Consumer Cyclical 64,569.0 $3.0M 0.01% -10K -13.9% $46.19 +1.8%
562 RNW RENEW ENERGY GLOBAL PLC Utilities 474,504.0 $3.0M 0.01% +59K +14.3% $6.25 +9.0%
563 VSNT VERSANT MEDIA GROUP INC Industrials 82,128.0 $3.0M 0.01% NEW $36.01 +7.6%
564 TECHNIPFMC PLC 44,423.0 $2.9M 0.01% NEW $66.30
565 TAL TAL ED GROUP Consumer Defensive 302,913.0 $2.9M 0.01% -50K -14.2% $9.57 +18.3%
566 COLD AMERICOLD REALTY TRUST INC Real Estate 175,942.0 $2.8M 0.01% -1.6M -90.2% $15.72 -3.0%
567 BBY BEST BUY INC Consumer Cyclical 36,179.0 $2.7M 0.01% -8K -17.4% $75.88 +13.2%
568 BLBD BLUE BIRD CORP Consumer Cyclical 34,550.0 $2.7M 0.01% +4K +11.8% $78.96 -21.6%
569 LH LABCORP HOLDINGS INC Healthcare 9,698.0 $2.7M 0.01% -1K -11.2% $280.00 +20.1%
570 CSIQ CANADIAN SOLAR INC Energy 163,254.0 $2.6M 0.01% +93K +133.7% $16.02 -9.2%
571 WST WEST PHARMACEUTICAL SVSC INC Healthcare 7,239.0 $2.6M 0.01% -402.0 -5.3% $359.00 -1.6%
572 ATHM AUTOHOME INC Communication Services 136,533.0 $2.6M 0.01% -25K -15.7% $19.03 +16.8%
573 HRB BLOCK H & R INC Consumer Cyclical 68,181.0 $2.6M 0.01% $38.08 +41.0%
574 PSTG EVERPURE INC 32,719.0 $2.6M 0.01% -39K -54.3% $78.79
575 SUNC SUNOCOCORP LLC Energy 37,293.0 $2.5M 0.01% $67.67 +14.2%
576 BRIGHTSTAR LOTTERY PLC 233,061.0 $2.5M 0.01% $10.72
577 CWT CALIFORNIA WTR SVC GROUP Utilities 51,054.0 $2.5M 0.01% -6K -11.3% $48.65 +1.8%
578 TW TRADEWEB MKTS INC Financial Services 24,788.0 $2.5M 0.01% +15K +166.8% $99.66 +7.4%
579 BZH BEAZER HOMES USA INC Consumer Cyclical 87,929.0 $2.5M 0.01% -188K -68.1% $28.05 +18.1%
580 MAN MANPOWERGROUP INC WIS Industrials 72,955.0 $2.5M 0.01% $33.77 +82.0%
Page 29 of 39  ·  762 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 38.2%
Financial Services 14.2%
Industrials 9.6%
Healthcare 9.4%
Consumer Cyclical 9.4%
Communication Services 7.7%
Consumer Defensive 4.1%
Real Estate 2.8%
Basic Materials 2.2%
Energy 1.3%