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Portfolio (Quarterly) Guide ↗

Torren Management, LLC

· CIK 0002096203
13F Portfolio $196M AUM 1,475 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 1475 New
Page 67 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 PZZA PAPA JOHNS INTL INC COM Consumer Cyclical 14.0 $531.0 NEW $37.93 -8.1%
1322 FSLY FASTLY INC CL A Technology 52.0 $529.0 NEW $10.17 +67.5%
1323 HUM HUMANA INC COM Healthcare 2.0 $527.0 NEW $263.50 +16.6%
1324 IPI INTREPID POTASH INC COM Basic Materials 19.0 $527.0 NEW $27.74 +42.2%
1325 VIR VIR BIOTECHNOLOGY INC COM Healthcare 87.0 $525.0 NEW $6.03 +58.4%
1326 RNG RINGCENTRAL INC CL A Technology 18.0 $520.0 NEW $28.89 +46.6%
1327 NVAX NOVAVAX INC COM NEW Healthcare 77.0 $517.0 NEW $6.71 +52.0%
1328 TNC TENNANT CO COM Industrials 7.0 $516.0 NEW $73.71 +18.3%
1329 VECO VEECO INSTRS INC DEL COM Technology 18.0 $514.0 NEW $28.56 +107.2%
1330 VTS VITESSE ENERGY INC COMMON STOCK Energy 26.0 $508.0 NEW $19.54 -12.5%
1331 ROOT INC CL A NEW 7.0 $506.0 NEW $72.29
1332 OGE OGE ENERGY CORP COM Utilities 12.0 $502.0 NEW $41.83 +13.2%
1333 SWK STANLEY BLACK & DECKER INC COM Industrials 7.0 $500.0 NEW $71.43 +10.7%
1334 CPK CHESAPEAKE UTILS CORP COM Utilities 4.0 $499.0 NEW $124.75 -1.5%
1335 VLGEA VILLAGE SUPER MKT INC CL A NEW Consumer Defensive 14.0 $496.0 NEW $35.43 +32.3%
1336 CLPT CLEARPOINT NEURO INC COM Healthcare 36.0 $492.0 NEW $13.67 -11.0%
1337 MEC MAYVILLE ENGR CO INC COM Industrials 26.0 $487.0 NEW $18.73 +40.5%
1338 ABM ABM INDS INC COM Industrials 11.0 $486.0 NEW $44.18 -9.7%
1339 HLMN HILLMAN SOLUTIONS CORP COM Industrials 56.0 $485.0 NEW $8.66 -13.5%
1340 DAYFORCE INC COM 7.0 $484.0 NEW $69.14
Page 67 of 74  ·  1,475 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 26.9%
Financial Services 17.1%
Industrials 12.8%
Consumer Cyclical 10.8%
Healthcare 10.6%
Communication Services 7.9%
Energy 4.5%
Utilities 3.3%
Consumer Defensive 3.2%
Basic Materials 2.7%