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Portfolio (Quarterly) Guide ↗

Versant Capital Management, Inc

· CIK 0001735057
13F Portfolio $1.1B AUM 2,745 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 104 New 1150 Added 834 Reduced 135 Exited
Page 42 of 42  ·  834 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 CLFD CLEARFIELD INC COM Technology 13.0 $517.0 -128.0 -90.8% $39.77 -29.9%
822 PAC GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B Industrials 2.0 $506.0 -5.0 -71.4% $253.00 -18.4%
823 LNN LINDSAY CORPORATION Industrials 4.0 $495.0 -266.0 -98.5% $123.75 -7.6%
824 STGW STAGWELL INC COM CL A Communication Services 51.0 $379.0 -675.0 -93.0% $7.43 +17.2%
825 INOD INNODATA INC COM NEW Technology 5.0 $378.0 -21.0 -80.8% $75.60 -17.0%
826 BSAC BANCO SANTANDER CHILE NEW SP ADR REP COM Financial Services 9.0 $296.0 -65.0 -87.8% $32.89 +6.1%
827 TKC TURKCELL ILETISIM HIZMETLERI AS SPONSORED ADR Communication Services 46.0 $270.0 -53.0 -53.5% $5.87 -7.5%
828 BSY BENTLEY SYS INC COM CL B Technology 7.0 $209.0 -141.0 -95.3% $29.86 +20.3%
829 ARMOUR RESIDENTIAL REIT INC COM SHS 12.0 $209.0 -42.0 -77.8% $17.42
830 CVRX CVRX INC COM Healthcare 35.0 $180.0 -3K -98.9% $5.14 -45.2%
831 WEN WENDYS CO COM Consumer Cyclical 16.0 $133.0 -2K -99.1% $8.31 +7.4%
832 OMAB GRUPO AEROPORTUARIO DEL CENTRO SPON ADR Industrials 1.0 $113.0 -13.0 -92.9% $113.00 -9.7%
833 ORC ORCHID IS CAP INC COM NEW Real Estate 10.0 $70.0 -370.0 -97.4% $7.00 -3.1%
834 IDR IDAHO STRATEGIC RESOURCES COM NEW Basic Materials 1.0 $33.0 -65.0 -98.5% $33.00 -0.5%
Page 42 of 42  ·  834 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 34.9%
Financial Services 17.3%
Industrials 10.3%
Healthcare 8.4%
Consumer Cyclical 8.3%
Communication Services 5.4%
Energy 3.8%
Consumer Defensive 3.7%
Real Estate 2.8%
Utilities 2.6%