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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 38 of 47  ·  929 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 PUK PRUDENTIAL PLC Financial Services 13,983.0 $375K 0.01% +4K +44.7% $26.81 +5.6%
742 GABC GERMAN AMERN BANCORP INC Financial Services 7,885.0 $374K 0.01% +2K +27.7% $47.46 +4.5%
743 SGML SIGMA LITHIUM CORPORATION Basic Materials 29,455.0 $373K 0.01% -2K -6.0% $12.65 -3.6%
744 INTERNATIONAL BANCSHARES COR 4,894.0 $372K 0.01% -5K -50.8% $75.95
745 CDNA CAREDX INC Healthcare 12,947.0 $369K 0.01% NEW $28.50 +78.8%
746 NPK INTERNATIONAL INC 23,145.0 $368K 0.01% +13K +121.8% $15.91
747 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 10,107.0 $368K 0.01% -10K -49.1% $36.41 +8.9%
748 CGAU CENTERRA GOLD INC Basic Materials 22,873.0 $363K 0.01% -5K -18.5% $15.86 +49.5%
749 NMR NOMURA HLDGS INC Financial Services 41,273.0 $362K 0.01% NEW $8.78 +14.5%
750 GRAL GRAIL INC Healthcare 5,305.0 $362K 0.01% NEW $68.27 +16.6%
751 CNM CORE & MAIN INC Industrials 7,402.0 $357K 0.01% NEW $48.25 -10.1%
752 USLM UNITED STS LIME & MINERALS I Basic Materials 3,400.0 $356K 0.01% NEW $104.67 +12.8%
753 SFBS SERVISFIRST BANCSHARES INC Financial Services 4,099.0 $356K 0.01% -9K -69.8% $86.75 -50.1%
754 NEO NEOGENOMICS INC Healthcare 24,338.0 $355K 0.01% NEW $14.59 +19.1%
755 HLMN HILLMAN SOLUTIONS CORP Industrials 41,951.0 $354K 0.01% NEW $8.44 -4.7%
756 CIFR CIPHER DIGITAL INC Financial Services 14,413.0 $353K 0.01% +3K +29.5% $24.50 -34.6%
757 BRIGHTSTAR LOTTERY PLC 32,892.0 $353K 0.01% NEW $10.72
758 PVH PVH CORPORATION Consumer Cyclical 4,741.0 $352K 0.01% NEW $74.26 +5.7%
759 FRO FRONTLINE PLC Energy 10,105.0 $352K 0.01% NEW $34.79 +18.4%
760 PLAY DAVE & BUSTERS ENTMT INC Communication Services 30,525.0 $348K 0.01% NEW $11.40 -13.5%
Page 38 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%