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Portfolio (Quarterly) Guide ↗

Entropy Technologies, LP

· CIK 0001976151
13F Portfolio $2.2B AUM 857 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 369 New 286 Added 199 Reduced 361 Exited
Page 15 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NBTB NBT BANCORP ORD Financial Services 6,611.0 $281K 0.01% NEW $42.58 +7.9%
282 SPSC SPS COMMERCE ORD Technology 4,978.0 $277K 0.01% NEW $55.67 -3.5%
283 TILE INTERFACE ORD Consumer Cyclical 11,118.0 $277K 0.01% NEW $24.92 +15.6%
284 AMRIZE ORD 4,935.0 $276K 0.01% NEW $56.02
285 PUK PRUDENTIAL ADR REPSTG 2 ORD Financial Services 9,662.0 $275K 0.01% NEW $28.43 +7.2%
286 CPF CENTRAL PACIFIC FINANCIAL ORD Financial Services 8,594.0 $275K 0.01% NEW $31.96 +8.7%
287 FRME FIRST MERCHANTS ORD Financial Services 6,964.0 $270K 0.01% NEW $38.73 +3.6%
288 BCSF BAIN CAPITAL SPECIALTY FINANCE ORD Financial Services 21,479.0 $266K 0.01% NEW $12.40 +6.5%
289 IDT IDT CL B ORD Communication Services 5,370.0 $264K 0.01% NEW $49.10 +7.7%
290 UNFI UNITED NATURAL FOODS ORD Consumer Defensive 5,788.0 $261K 0.01% NEW $45.06 +9.4%
291 NEXA NEXA RESOURCES ORD Basic Materials 24,578.0 $260K 0.01% NEW $10.59 +36.6%
292 AMKR AMKOR TECHNOLOGY ORD Technology 5,759.0 $259K 0.01% NEW $45.03 +46.0%
293 HII HUNTINGTON INGALLS INDUSTRIES ORD Industrials 681.0 $259K 0.01% NEW $379.90 -15.6%
294 GABC GERMAN AMERICAN BANCORP ORD Financial Services 6,176.0 $258K 0.01% NEW $41.79 +3.5%
295 CCJ CAMECO ORD Energy 2,374.0 $258K 0.01% NEW $108.61 -3.6%
296 HMN HORACE MANN EDUCATORS ORD Financial Services 5,946.0 $254K 0.01% NEW $42.68 +9.7%
297 RIGL RIGEL PHARMACEUTICALS ORD Healthcare 9,285.0 $251K 0.01% NEW $27.04 +7.3%
298 SYBT STOCK YARDS BANCORP ORD Financial Services 3,729.0 $247K 0.01% NEW $66.29 +7.4%
299 TGLS TECNOGLASS ORD Basic Materials 5,432.0 $242K 0.01% NEW $44.55 -7.6%
300 VRRM VERRA MOBILITY CL A ORD Technology 16,913.0 $242K 0.01% NEW $14.29 -5.6%
Page 15 of 19  ·  369 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
Industrials 17.4%
Financial Services 16.2%
Technology 14.8%
Healthcare 11.1%
Consumer Cyclical 9.6%
Consumer Defensive 7.0%
Energy 6.1%
Basic Materials 5.4%
Utilities 4.6%
Real Estate 4.5%