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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 15 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CENCORA INC 5,451.0 $1.5M 0.08% NEW $282.98
282 CIEN CIENA CORP Technology 3,129.0 $1.5M 0.07% NEW $490.56 -17.6%
283 CECO CECO ENVIRONMENTAL CORP Industrials 16,809.0 $1.5M 0.07% NEW $90.74 -22.5%
284 LRCX LAM RESEARCH CORP Technology 3,518.0 $1.5M 0.07% NEW $433.33 -27.8%
285 LRN STRIDE INC Consumer Defensive 17,658.0 $1.5M 0.07% NEW $86.24 -1.9%
286 BLFS BIOLIFE SOLUTIONS INC Healthcare 53,768.0 $1.5M 0.07% NEW $28.24 +31.0%
287 SBS COMPANHIA DE SANEAMENTO BASI Utilities 261,418.0 $1.5M 0.07% NEW $5.78 -16.1%
288 ACM AECOM Industrials 21,550.0 $1.5M 0.07% NEW $69.80 -6.7%
289 SHC SOTERA HEALTH CO Healthcare 84,454.0 $1.5M 0.07% NEW $17.75 +10.1%
290 GROY GOLD ROYALTY CORP Basic Materials 534,812.0 $1.5M 0.07% NEW $2.76 +23.6%
291 MDT MEDTRONIC PLC Healthcare 18,688.0 $1.5M 0.07% NEW $78.23 +17.6%
292 INTC INTEL CORP Technology 10,357.0 $1.4M 0.07% NEW $139.63 -36.8%
293 VLTO VERALTO CORP Industrials 16,284.0 $1.4M 0.07% NEW $88.68 +11.3%
294 AGO ASSURED GUARANTY LTD Financial Services 17,874.0 $1.4M 0.07% NEW $80.16 -5.3%
295 AWI ARMSTRONG WORLD INDS INC NEW Industrials 8,926.0 $1.4M 0.07% NEW $160.42 +10.8%
296 LBRT LIBERTY ENERGY INC Energy 54,431.0 $1.4M 0.07% NEW $26.19 -29.3%
297 MOS MOSAIC CO Basic Materials 67,124.0 $1.4M 0.07% NEW $21.19 +14.0%
298 ECVT ECOVYST INC Basic Materials 114,064.0 $1.4M 0.07% NEW $12.45 -18.0%
299 AVAV AEROVIRONMENT INC Industrials 8,587.0 $1.4M 0.07% NEW $165.07 -11.0%
300 TVTX TRAVERE THERAPEUTICS INC Healthcare 24,818.0 $1.4M 0.07% NEW $56.81 +18.1%
Page 15 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%