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Portfolio (Quarterly) Guide ↗

Factorial Partners, LLC

· CIK 0001732687
13F Portfolio $138M AUM 60 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 11 Added 28 Reduced 4 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NSC NORFOLK SOUTHN CORP Industrials 2,570.0 $738K 0.54% -700.0 -21.4% $287.00 +8.5%
22 CORPAY INC 2,400.0 $698K 0.51% -100.0 -4.0% $290.99
23 M MACYS INC Consumer Cyclical 38,000.0 $687K 0.50% -24K -38.7% $18.09 +14.0%
24 CCS CENTURY COMMUNITIES INC Consumer Cyclical 10,071.0 $578K 0.42% -300.0 -2.9% $57.38 -8.6%
25 CNNE CANNAE HLDGS INC Consumer Cyclical 49,477.0 $563K 0.41% -6K -10.8% $11.37 +19.1%
26 SPGI S&P GLOBAL INC Financial Services 1,300.0 $553K 0.40% -4K -76.4% $425.34 -2.0%
27 COF CAPITAL ONE FINL CORP Financial Services 2,755.0 $503K 0.36% -200.0 -6.8% $182.43 +2.3%
28 SITE CTRS CORP 57,000.0 $308K 0.22% -29K -33.7% $5.40
Page 2 of 2  ·  28 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
Consumer Cyclical 26.4%
Financial Services 25.5%
Healthcare 17.2%
Industrials 12.5%
Consumer Defensive 6.9%
Energy 6.3%
Technology 5.2%