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Portfolio (Quarterly) Guide ↗

Fractal Investments LLC

· CIK 0001843590
13F Portfolio $716M AUM 80 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 10 New 5 Added 4 Reduced 7 Exited
Page 4 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MBC MASTERBRAND INC Consumer Cyclical 29,328.0 $324K 0.04% $11.04 -17.9%
62 CARR CARRIER GLOBAL CORPORATION Industrials 6,030.0 $319K 0.04% $52.84 +35.9%
63 TT TRANE TECHNOLOGIES PLC Industrials 800.0 $311K 0.04% $389.20 +24.2%
64 PLD PROLOGIS INC. Real Estate 2,400.0 $306K 0.04% $127.66 +10.1%
65 NUE NUCOR CORP Basic Materials 1,868.0 $305K 0.04% $163.11 +49.5%
66 RS RELIANCE INC Basic Materials 1,000.0 $289K 0.04% $288.87 +37.2%
67 PAAS PAN AMERN SILVER CORP Basic Materials 5,567.0 $288K 0.04% $51.81 -5.4%
68 SU SUNCOR ENERGY INC NEW Energy 6,400.0 $284K 0.04% $44.36 +24.7%
69 MILLROSE PPTYS INC 9,000.0 $269K 0.04% $29.87
70 CAT CATERPILLAR INC Industrials 442.0 $253K 0.04% $572.87 +72.1%
71 ETN EATON CORP PLC Industrials 749.0 $239K 0.03% $318.51 +32.4%
72 VLO VALERO ENERGY CORP Energy 1,360.0 $221K 0.03% $162.79 +45.2%
73 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 4,800.0 $219K 0.03% NEW $45.57 +39.1%
74 BUNGE GLOBAL SA 2,400.0 $214K 0.03% NEW $89.08
75 ICL ICL GROUP LTD Basic Materials 36,500.0 $208K 0.03% $5.71 -10.0%
76 SLVM SYLVAMO CORP Basic Materials 4,300.0 $207K 0.03% NEW $48.15 -17.6%
77 HAL HALLIBURTON CO Energy 7,200.0 $203K 0.03% NEW $28.26 +23.6%
78 GE GE AEROSPACE Industrials 660.0 $203K 0.03% NEW $308.03 +16.1%
79 FIP FTAI INFRASTRUCTURE INC Industrials 33,000.0 $152K 0.02% $4.61 +4.3%
80 GGB GERDAU SA Basic Materials 33,264.0 $123K 0.02% $3.69 +13.0%
Page 4 of 4  ·  80 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
Energy 95.5%
Basic Materials 1.7%
Utilities 1.1%
Industrials 0.8%
Technology 0.3%
Consumer Cyclical 0.2%
Healthcare 0.1%
Consumer Defensive 0.1%
Financial Services 0.1%
Real Estate 0.0%