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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 10 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GOOS CANADA GOOSE HLDGS INC Consumer Cyclical 275,797.0 $2.6M 0.13% NEW $9.51 -14.6%
182 CSW INDUSTRIALS INC 9,318.0 $2.6M 0.13% NEW $278.30
183 NOA NORTH AMERN CONSTR GROUP LTD Energy 193,653.0 $2.6M 0.13% NEW $13.30 +0.1%
184 MEDP MEDPACE HLDGS INC Healthcare 4,861.0 $2.6M 0.13% NEW $529.59 +16.9%
185 FIVE FIVE BELOW INC Consumer Cyclical 14,305.0 $2.6M 0.13% NEW $179.79 +43.1%
186 ZM ZOOM COMMUNICATIONS INC Technology 29,227.0 $2.5M 0.12% NEW $86.31 +8.7%
187 APEI AMERICAN PUB ED INC Consumer Defensive 46,125.0 $2.5M 0.12% NEW $53.70 -14.3%
188 LULU LULULEMON ATHLETICA INC Consumer Cyclical 21,528.0 $2.5M 0.12% NEW $114.18 +1.9%
189 AVALO THERAPEUTICS INC 132,869.0 $2.5M 0.12% NEW $18.48
190 SAM BOSTON BEER INC Consumer Defensive 13,820.0 $2.4M 0.12% NEW $177.03 +4.8%
191 VSEC VSE CORP Industrials 10,623.0 $2.4M 0.12% NEW $228.50 -0.7%
192 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 45,885.0 $2.4M 0.12% NEW $52.65 +18.9%
193 KARO KAROOOOO LTD Technology 48,782.0 $2.4M 0.12% NEW $49.36 +30.2%
194 UPST UPSTART HLDGS INC Financial Services 67,318.0 $2.4M 0.12% NEW $35.43 -14.0%
195 ZTS ZOETIS INC Healthcare 33,061.0 $2.4M 0.12% NEW $71.86 +7.9%
196 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 139,353.0 $2.4M 0.12% NEW $16.95 +24.3%
197 HZO MARINEMAX INC Consumer Cyclical 64,419.0 $2.4M 0.12% NEW $36.62 +42.3%
198 OMCL OMNICELL COM Healthcare 56,608.0 $2.4M 0.12% NEW $41.52 -19.4%
199 NUE NUCOR CORP Basic Materials 10,491.0 $2.3M 0.12% NEW $222.75 +13.5%
200 GTX GARRETT MOTION INC Consumer Cyclical 64,251.0 $2.3M 0.11% NEW $36.23 -25.3%
Page 10 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%