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Portfolio (Quarterly) Guide ↗

Versant Capital Management, Inc

· CIK 0001735057
13F Portfolio $1.0B AUM 2,777 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 225 New 1584 Added 453 Reduced 86 Exited
Page 76 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 CHH CHOICE HOTELS INTL NEW Consumer Cyclical 58.0 $6K 0.00% +8.0 +16.0% $103.50 +13.1%
1502 CZFS CITIZENS FINL SVCS INC COM Financial Services 97.0 $6K 0.00% +41.0 +73.2% $61.15 +4.7%
1503 REFI CHICAGO ATLANTIC REAL ESTATE F COM Real Estate 521.0 $6K 0.00% +48.0 +10.2% $11.32 +1.0%
1504 ICHR ICHOR HOLDINGS SHS Technology 126.0 $6K 0.00% +58.0 +85.3% $46.61 +54.1%
1505 EPC ENERGIZER HOLDING INC Consumer Defensive 261.0 $6K 0.00% +16.0 +6.5% $21.34 -12.7%
1506 CZR CAESARS ENTERTAINMENT INC NEW COM Consumer Cyclical 207.0 $5K 0.00% +173.0 +508.8% $26.43 +9.0%
1507 INGRAM MICRO HLDG CORP COM 234.0 $5K 0.00% +56.0 +31.5% $23.31
1508 CPRX CATALYST PHARMACEUTICALS INC COM Healthcare 218.0 $5K 0.00% +205.0 +1576.9% $24.76 +26.3%
1509 RDW REDWIRE CORPORATION COM Industrials 634.0 $5K 0.00% +7.0 +1.1% $8.50 +167.1%
1510 COLD AMERICOLD REALTY TRUST INC COM Real Estate 469.0 $5K 0.00% +58.0 +14.1% $11.46 +31.4%
1511 ATRC ATRICURE INC COM Healthcare 185.0 $5K 0.00% +139.0 +302.2% $28.53 -0.1%
1512 ESRT EMPIRE ST RLTY TR INC CL A Real Estate 1,009.0 $5K 0.00% +960.0 +1959.2% $5.20 +10.9%
1513 HBT HBT FINL INC. COM Financial Services 195.0 $5K 0.00% +35.0 +21.9% $26.72 +8.4%
1514 BSY BENTLEY SYS INC COM CL B Technology 148.0 $5K 0.00% +120.0 +428.6% $35.12 -6.2%
1515 TR TOOTSIE ROLL INDS INC COM Consumer Defensive 121.0 $5K 0.00% +55.0 +83.3% $42.72 -10.8%
1516 OFLX OMEGA FLEX INC COM Industrials 165.0 $5K 0.00% +119.0 +258.7% $31.04 +1.1%
1517 RH RH COM Consumer Cyclical 36.0 $5K +5.0 +16.1% $139.83 +2.9%
1518 MRTN MARTEN TRANSPORT LTD Industrials 382.0 $5K +41.0 +12.0% $13.13 +31.2%
1519 ESNT ESSENT GROUP LTD COM Financial Services 85.0 $5K +14.0 +19.7% $58.44 +3.8%
1520 PZZA PAPA JOHNS INTERNATIONAL INC Consumer Cyclical 150.0 $5K +67.0 +80.7% $32.41 +3.5%
Page 76 of 80  ·  1,584 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 32.3%
Financial Services 18.0%
Industrials 10.1%
Consumer Cyclical 8.8%
Healthcare 8.5%
Communication Services 5.6%
Energy 4.7%
Consumer Defensive 4.0%
Real Estate 2.7%
Utilities 2.7%