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Portfolio (Quarterly) Guide ↗

Clarus Group, Inc.

· CIK 0001844568
13F Portfolio $278M AUM 103 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 12 Added 41 Reduced 9 Exited
Page 6 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SOC SABLE OFFSHORE CORP Energy 21,540.0 $194K 0.07% -1K -4.4% $9.02 +66.9%
102 INSE INSPIRED ENTMT INC Consumer Cyclical 13,421.0 $126K 0.04% -4K -21.0% $9.36 -23.1%
103 AIOT POWERFLEET INC Technology 20,356.0 $108K 0.04% NEW $5.32 -38.3%
Page 6 of 6  ·  103 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 32.4%
Energy 30.3%
Financial Services 9.9%
Consumer Cyclical 8.6%
Communication Services 5.1%
Healthcare 4.8%
Industrials 3.9%
Consumer Defensive 3.9%
Real Estate 0.6%
Utilities 0.3%