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Portfolio (Quarterly) Guide ↗

Entropy Technologies, LP

· CIK 0001976151
13F Portfolio $2.5B AUM 930 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 425 New 275 Added 226 Reduced 353 Exited
Page 23 of 47  ·  929 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 15,006.0 $1.3M 0.05% NEW $87.10 -15.5%
442 EFSC ENTERPRISE FINL SVCS CORP Financial Services 19,660.0 $1.3M 0.05% +14K +229.5% $65.88 -3.6%
443 WING WINGSTOP INC Consumer Cyclical 7,461.0 $1.3M 0.05% NEW $173.41 -36.6%
444 WRB BERKLEY W R CORP Financial Services 18,116.0 $1.3M 0.05% -15K -45.9% $70.53 -3.1%
445 LOPE GRAND CANYON ED INC Consumer Defensive 8,921.0 $1.3M 0.05% -300.0 -3.2% $143.11 +4.9%
446 CTRE CARETRUST REIT INC Real Estate 31,606.0 $1.3M 0.05% -2K -5.5% $40.35 -2.5%
447 RDN RADIAN GROUP INC Financial Services 33,836.0 $1.3M 0.05% NEW $37.67 -3.1%
448 SATS ECHOSTAR CORP Technology 12,533.0 $1.3M 0.05% NEW $101.50 -14.3%
449 SKT TANGER INC Real Estate 32,180.0 $1.3M 0.05% NEW $39.47 -4.6%
450 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 41,322.0 $1.3M 0.05% NEW $30.71 +23.8%
451 NXT NEXTPOWER INC Technology 10,575.0 $1.3M 0.05% NEW $119.14 -24.8%
452 WCN WASTE CONNECTIONS INC Industrials 7,531.0 $1.3M 0.05% -49K -86.7% $166.69 -0.6%
453 PBF PBF ENERGY INC Energy 27,537.0 $1.3M 0.05% -35K -55.8% $45.52 +50.7%
454 IEX IDEX CORP Industrials 5,495.0 $1.2M 0.05% NEW $226.95 +3.1%
455 VIAV VIAVI SOLUTIONS INC Technology 26,038.0 $1.2M 0.05% +20K +303.1% $47.75 -19.5%
456 ACA ARCOSA INC Industrials 8,550.0 $1.2M 0.05% NEW $145.29 +0.1%
457 FSLY FASTLY INC Technology 67,655.0 $1.2M 0.05% +49K +261.8% $18.36 +34.2%
458 CG CARLYLE GROUP INC Financial Services 29,373.0 $1.2M 0.05% -67K -69.6% $42.11 +16.9%
459 VAL VALARIS LTD Energy 16,921.0 $1.2M 0.05% +9K +111.1% $72.60 +17.7%
460 DGX QUEST DIAGNOSTICS INC Healthcare 5,779.0 $1.2M 0.05% NEW $211.95 +15.4%
Page 23 of 47  ·  929 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 17.5%
Industrials 15.8%
Financial Services 15.8%
Healthcare 11.5%
Consumer Cyclical 9.2%
Energy 6.6%
Basic Materials 6.3%
Consumer Defensive 6.1%
Utilities 4.6%
Real Estate 4.2%