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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 19 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 THO THOR INDS INC Consumer Cyclical 12,793.0 $962K 0.05% NEW $75.16 +2.2%
362 THOMSON REUTERS CORP 11,740.0 $959K 0.05% NEW $81.67
363 MKL MARKEL GROUP INC Financial Services 488.0 $953K 0.05% NEW $1953.01 -7.2%
364 TIPT TIPTREE INC Financial Services 53,181.0 $953K 0.05% NEW $17.92 +2.0%
365 MHK MOHAWK INDS INC Consumer Cyclical 7,824.0 $949K 0.05% NEW $121.33 +8.1%
366 BX BLACKSTONE INC Financial Services 8,026.0 $944K 0.05% NEW $117.67 +22.6%
367 MTA METALLA RTY & STREAMING LTD Basic Materials 123,188.0 $937K 0.05% NEW $7.61 +44.2%
368 LAMR LAMAR ADVERTISING CO Real Estate 5,973.0 $932K 0.05% NEW $155.98 -3.3%
369 CWCO CONSOLIDATED WATER CO INC Utilities 31,406.0 $926K 0.05% NEW $29.50 +2.6%
370 MEOH METHANEX CORP Basic Materials 20,061.0 $926K 0.04% NEW $46.15 +24.6%
371 RMBS RAMBUS INC DEL Technology 6,968.0 $925K 0.04% NEW $132.74 -32.2%
372 PM PHILIP MORRIS INTL INC Consumer Defensive 5,067.0 $917K 0.04% NEW $180.91 +5.7%
373 TD TORONTO DOMINION BK ONT Financial Services 7,510.0 $912K 0.04% NEW $121.43 -1.2%
374 ASC ARDMORE SHIPPING CORP Industrials 65,017.0 $911K 0.04% NEW $14.01 +27.1%
375 MAMA MAMAS CREATIONS INC Consumer Defensive 50,864.0 $908K 0.04% NEW $17.85 -9.0%
376 CCK CROWN HLDGS INC Consumer Cyclical 8,119.0 $908K 0.04% NEW $111.82 +5.9%
377 AIG AMERICAN INTL GROUP INC Financial Services 12,038.0 $897K 0.04% NEW $74.53 +2.4%
378 CSV CARRIAGE SVCS INC Consumer Cyclical 23,310.0 $894K 0.04% NEW $38.34 -10.9%
379 NSP INSPERITY INC Industrials 21,377.0 $883K 0.04% NEW $41.31 +26.7%
380 VSH VISHAY INTERTECHNOLOGY INC Technology 16,385.0 $881K 0.04% NEW $53.78 -41.2%
Page 19 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%