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Portfolio (Quarterly) Guide ↗

Torren Management, LLC

· CIK 0002096203
13F Portfolio $197M AUM 948 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 25 New 23 Added 706 Reduced 552 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BROOKFIELD BUSINESS CORP CL A SUB VTG SH 99.0 $3K 0.00% NEW $29.85
22 VICI VICI PPTYS INC COM Real Estate 28.0 $745.0 NEW $26.61 -3.6%
23 DUPONT DE NEMOURS INC COMMON STOCK 5.0 $678.0 NEW $135.60
24 RNA ATRIUM THERAPEUTICS INC COM Healthcare 4.0 $54.0 NEW $13.50 -1.3%
25 VERSIGENT PLC ORDINARY SHARES 1.0 $42.0 NEW $42.00
Page 2 of 2  ·  25 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 35.8%
Financial Services 21.4%
Industrials 11.7%
Consumer Cyclical 9.0%
Healthcare 6.8%
Communication Services 6.7%
Consumer Defensive 3.2%
Utilities 2.1%
Energy 1.7%
Basic Materials 1.6%