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Portfolio (Quarterly) Guide ↗

CenterBook Partners LP

· CIK 0001872738
13F Portfolio $2.0B AUM 693 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 693 New
Page 14 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PRG PROG HOLDINGS INC Industrials 37,066.0 $1.7M 0.09% NEW $46.61 -14.7%
262 JBT MAREL CORPORATION 11,775.0 $1.7M 0.08% NEW $145.00
263 PRI PRIMERICA INC Financial Services 5,988.0 $1.7M 0.08% NEW $284.20 +5.9%
264 MS MORGAN STANLEY Financial Services 8,123.0 $1.7M 0.08% NEW $209.04 +2.4%
265 NGVT INGEVITY CORP Basic Materials 22,655.0 $1.7M 0.08% NEW $74.67 -6.8%
266 AMN AMN HEALTHCARE SVCS INC Healthcare 50,154.0 $1.6M 0.08% NEW $32.37 +5.8%
267 QCOM QUALCOMM INC Technology 8,773.0 $1.6M 0.08% NEW $184.79 -11.4%
268 MTD METTLER TOLEDO INTERNATIONAL Healthcare 1,269.0 $1.6M 0.08% NEW $1277.51 +9.5%
269 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 19,728.0 $1.6M 0.08% NEW $81.51 +9.3%
270 DXCM DEXCOM INC Healthcare 23,799.0 $1.6M 0.08% NEW $67.35 +32.1%
271 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 60,943.0 $1.6M 0.08% NEW $26.22 -4.1%
272 HII HUNTINGTON INGALLS INDS INC Industrials 5,670.0 $1.6M 0.08% NEW $279.89 +5.9%
273 ENPH ENPHASE ENERGY INC Energy 32,146.0 $1.6M 0.08% NEW $49.24 -22.0%
274 BKR BAKER HUGHES COMPANY Energy 28,471.0 $1.6M 0.08% NEW $55.50 +11.7%
275 KLAC KLA CORP Technology 5,232.0 $1.6M 0.08% NEW $301.71 -39.1%
276 STVN STEVANATO GROUP S P A Healthcare 87,299.0 $1.6M 0.08% NEW $18.07 +23.9%
277 FRMI FERMI INC Utilities 171,251.0 $1.6M 0.08% NEW $9.16 -38.8%
278 FLR FLUOR CORP Industrials 29,874.0 $1.6M 0.08% NEW $52.39 -0.7%
279 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 297,107.0 $1.5M 0.08% NEW $5.21 -36.3%
280 STN STANTEC INC Industrials 22,459.0 $1.5M 0.08% NEW $68.91 +9.4%
Page 14 of 35  ·  693 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 30.3%
Healthcare 14.9%
Industrials 11.7%
Communication Services 9.9%
Consumer Cyclical 9.7%
Financial Services 9.1%
Energy 4.7%
Basic Materials 4.4%
Consumer Defensive 2.8%
Utilities 1.5%