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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 28 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 7,451.0 $442K 0.02% NEW $59.36 -8.5%
542 AMRIZE LTD 8,288.0 $442K 0.02% NEW $53.30
543 ARGX ARGENX SE Healthcare 475.0 $441K 0.02% NEW $927.77 +12.9%
544 APOS APOLLO GLOBAL MGMT INC 3,704.0 $438K 0.02% NEW $118.31
545 PENG PENGUIN SOLUTIONS INC Technology 5,761.0 $438K 0.02% NEW $76.01 -31.8%
546 JANX JANUX THERAPEUTICS INC Healthcare 28,502.0 $438K 0.02% NEW $15.36 +23.0%
547 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 9,268.0 $437K 0.02% NEW $47.13 -7.6%
548 LUXEXPERIENCE BV 58,773.0 $437K 0.02% NEW $7.43
549 ADNT ADIENT PLC Consumer Cyclical 23,620.0 $434K 0.02% NEW $18.38 +3.2%
550 DLTR DOLLAR TREE INC Consumer Defensive 3,578.0 $433K 0.02% NEW $120.95 +9.3%
551 ERO ERO COPPER CORP Basic Materials 16,170.0 $433K 0.02% NEW $26.75 +46.8%
552 NXE NEXGEN ENERGY LTD Energy 45,957.0 $432K 0.02% NEW $9.39 +17.9%
553 VLO VALERO ENERGY CORP Energy 1,651.0 $430K 0.02% NEW $260.44 +33.7%
554 PCOR PROCORE TECHNOLOGIES INC Technology 10,566.0 $429K 0.02% NEW $40.62 +48.7%
555 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 3,776.0 $426K 0.02% NEW $112.74 +14.2%
556 ANDE ANDERSONS INC Consumer Defensive 6,220.0 $425K 0.02% NEW $68.40 -4.6%
557 ARW ARROW ELECTRS INC Technology 1,970.0 $420K 0.02% NEW $213.41 -3.0%
558 EQPT EQUIPMENTSHARE COM INC Industrials 21,113.0 $415K 0.02% NEW $19.66 -8.1%
559 RVLV REVOLVE GROUP INC Consumer Cyclical 18,092.0 $414K 0.02% NEW $22.89 +2.1%
560 VOYA VOYA FINANCIAL INC Financial Services 4,570.0 $414K 0.02% NEW $90.53 +12.2%
Page 28 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%