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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 31 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 FANG DIAMONDBACK ENERGY INC Energy 2,020.0 $355K 0.02% NEW $175.78 +14.1%
602 NTR NUTRIEN LTD Basic Materials 5,552.0 $349K 0.02% NEW $62.95 +17.1%
603 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 55,910.0 $349K 0.02% NEW $6.24 +44.2%
604 MAS MASCO CORP Industrials 4,283.0 $349K 0.02% NEW $81.37 -10.1%
605 TTAN SERVICETITAN INC Technology 4,902.0 $347K 0.02% NEW $70.71 +28.5%
606 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 4,034.0 $346K 0.02% NEW $85.81 -15.4%
607 MTCH MATCH GROUP INC NEW Communication Services 8,864.0 $337K 0.02% NEW $38.05 +10.6%
608 CNM CORE & MAIN INC Industrials 6,946.0 $335K 0.02% NEW $48.25 -10.3%
609 ACADIAN ASSET MANAGEMENT INC 4,672.0 $334K 0.02% NEW $71.52
610 AGYS AGILYSYS INC Technology 3,167.0 $331K 0.02% NEW $104.50 +8.5%
611 WTRG ESSENTIAL UTILS INC Utilities 8,605.0 $330K 0.02% NEW $38.31 +6.7%
612 BZ KANZHUN LIMITED Industrials 25,523.0 $328K 0.02% NEW $12.87 +47.7%
613 HCA HCA HEALTHCARE INC Healthcare 836.0 $326K 0.02% NEW $389.89 +9.8%
614 MSTR STRATEGY INC Technology 3,737.0 $325K 0.02% NEW $86.93 +40.3%
615 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 10,719.0 $323K 0.02% NEW $30.18 -1.7%
616 XPEV XPENG INC Consumer Cyclical 24,380.0 $323K 0.02% NEW $13.24 -10.8%
617 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 4,213.0 $322K 0.02% NEW $76.43 -3.2%
618 CLFD CLEARFIELD INC Technology 8,064.0 $321K 0.02% NEW $39.79 -25.7%
619 COGT COGENT BIOSCIENCES INC Healthcare 8,272.0 $320K 0.02% NEW $38.70 -4.2%
620 MUX MCEWEN INC. Basic Materials 17,612.0 $319K 0.02% NEW $18.13 +16.5%
Page 31 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%