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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 42 of 47  ·  929 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 CBAN COLONY BANKCORP INC Financial Services 13,056.0 $262K 0.01% NEW $20.09 +5.4%
822 BLUE OWL CAPITAL CORPORATION 24,019.0 $261K 0.01% +4K +22.6% $10.87
823 PDS PRECISION DRILLING CORP Energy 3,378.0 $259K 0.01% NEW $76.66 +13.0%
824 CCBG CAPITAL CITY BANK Financial Services 5,200.0 $257K 0.01% NEW $49.42 +3.4%
825 KSS KOHLS CORP Consumer Cyclical 14,485.0 $257K 0.01% -48K -76.9% $17.72 +1.3%
826 ADEA ADEIA INC Technology 7,718.0 $254K 0.01% -2K -22.8% $32.93 -20.6%
827 MSGE SPHERE ENTERTAINMENT CO Communication Services 1,462.0 $253K 0.01% -10K -87.2% $173.03 -54.1%
828 STOK STOKE THERAPEUTICS INC Healthcare 7,680.0 $251K 0.01% NEW $32.72 +1.1%
829 PTRN PATTERN GROUP INC Technology 9,957.0 $251K 0.01% NEW $25.19 -16.2%
830 UMH UMH PPTYS INC Real Estate 16,488.0 $250K 0.01% +899.0 +5.8% $15.14 +10.0%
831 JOE ST JOE CO Real Estate 3,976.0 $249K 0.01% NEW $62.63 +10.4%
832 RLJ RLJ LODGING TR Real Estate 20,832.0 $247K 0.01% NEW $11.85 -3.3%
833 TREKOR METALS LTD 35,666.0 $245K 0.01% NEW $6.88
834 BCAL CALIFORNIA BANCORP Financial Services 11,670.0 $243K 0.01% NEW $20.84 +2.5%
835 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 14,317.0 $243K 0.01% +2K +14.2% $16.95 +24.3%
836 PCT PURECYCLE TECHNOLOGIES INC Industrials 29,890.0 $242K 0.01% -38K -55.7% $8.11 -17.5%
837 AGM FEDERAL AGRIC MTG CORP Financial Services 1,216.0 $242K 0.01% NEW $199.27 +9.5%
838 STC STEWART INFORMATION SVCS COR Financial Services 3,668.0 $242K 0.01% NEW $66.02 +5.9%
839 TREE LENDINGTREE INC Financial Services 5,455.0 $242K 0.01% NEW $44.29 -32.7%
840 MONOPAR THERAPEUTICS INC 2,600.0 $241K 0.01% NEW $92.59
Page 42 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%