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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 9 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 11,861.0 $3.0M 0.15% NEW $249.98 -6.6%
162 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 40,083.0 $2.9M 0.14% NEW $71.74 +1.0%
163 VENTURE GLOBAL INC 258,186.0 $2.9M 0.14% NEW $11.13
164 PRDO PERDOCEO ED CORP Consumer Defensive 89,410.0 $2.9M 0.14% NEW $32.00 +4.6%
165 GPN GLOBAL PMTS INC Industrials 39,001.0 $2.8M 0.14% NEW $72.56 +28.1%
166 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 11,733.0 $2.8M 0.14% NEW $240.97 +3.5%
167 BKD BROOKDALE SR LIVING INC Healthcare 172,955.0 $2.8M 0.14% NEW $16.09 -24.2%
168 ORN ORION GROUP HLDGS INC Industrials 165,298.0 $2.8M 0.14% NEW $16.82 -44.5%
169 KOS KOSMOS ENERGY LTD Energy 1,314,526.0 $2.8M 0.14% NEW $2.11 +31.8%
170 FISV FISERV INC Technology 56,056.0 $2.7M 0.14% NEW $49.05 +6.9%
171 NTGR NETGEAR INC Technology 117,686.0 $2.7M 0.14% NEW $23.35 -7.2%
172 ASIX ADVANSIX INC Basic Materials 136,684.0 $2.7M 0.13% NEW $19.88 -16.9%
173 CDE COEUR MNG INC Basic Materials 165,618.0 $2.7M 0.13% NEW $16.32 +31.4%
174 AVT AVNET INC Technology 30,420.0 $2.7M 0.13% NEW $88.82 +1.7%
175 CYRX CRYOPORT INC Industrials 171,590.0 $2.7M 0.13% NEW $15.70 +5.5%
176 UNP UNION PAC CORP Industrials 9,856.0 $2.7M 0.13% NEW $272.00 +14.2%
177 SEI SOLARIS ENERGY INFRAS INC Energy 33,097.0 $2.7M 0.13% NEW $80.46 -35.6%
178 HPE HEWLETT PACKARD ENTERPRISE C Technology 58,907.0 $2.7M 0.13% NEW $45.11 +22.4%
179 EQIX EQUINIX INC Real Estate 2,532.0 $2.6M 0.13% NEW $1042.39 +3.6%
180 BTI BRITISH AMERN TOB PLC Consumer Defensive 42,560.0 $2.6M 0.13% NEW $61.76 -7.0%
Page 9 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%