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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 20 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 REX REX AMERICAN RES CORP COM Basic Materials 60.0 $3K 0.00% -510.0 -89.5% $45.15 -7.0%
382 FBP FIRST BANCORP CORPORATION COM NEW Financial Services 103.0 $3K 0.00% -106.0 -50.7% $26.08 +6.8%
383 XPO XPO INC COM Industrials 13.0 $3K 0.00% -258.0 -95.2% $205.31 -9.8%
384 EQT EQT CORP COM Energy 50.0 $3K 0.00% -3K -98.3% $53.34 +4.2%
385 SXT SENSIENT TECHNOLOGIES CORP COM Basic Materials 22.0 $3K 0.00% -121.0 -84.6% $120.55 +11.8%
386 LIN LINDE PLC SHS Basic Materials 5.0 $3K 0.00% -75.0 -93.8% $530.20 -8.2%
387 BCC BOISE CASCADE CO DEL COM Basic Materials 34.0 $3K 0.00% -1.0 -2.9% $77.62 -2.3%
388 ACTG ACACIA RESH CORP ACACIA TCH COM Industrials 564.0 $3K 0.00% -208.0 -26.9% $4.66 -3.0%
389 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 11.0 $3K 0.00% -63.0 -85.1% $238.36 -8.2%
390 SGHT SIGHT SCIENCES INC COM Healthcare 482.0 $3K 0.00% -209.0 -30.2% $5.42 +51.1%
391 INTU INTUIT COM Technology 10.0 $3K 0.00% -258.0 -96.3% $261.00 +32.2%
392 JXN JACKSON FINANCIAL INC COM CL A Financial Services 25.0 $3K 0.00% -542.0 -95.6% $104.40 +27.2%
393 DGX QUEST DIAGNOSTICS INC COM Healthcare 12.0 $3K 0.00% -398.0 -97.1% $216.00 +9.4%
394 TTC TORO CO COM Industrials 26.0 $3K 0.00% -253.0 -90.7% $99.27 -1.3%
395 ATI ATI INC COM Industrials 13.0 $3K 0.00% -441.0 -97.1% $197.08 +2.0%
396 MCY MERCURY GENL CORP NEW COM Financial Services 24.0 $3K 0.00% -872.0 -97.3% $105.46 -4.2%
397 GGG GRACO INC COM Industrials 33.0 $3K 0.00% -17.0 -34.0% $76.55 +0.4%
398 OSK OSHKOSH CORP COM Industrials 16.0 $3K 0.00% -226.0 -93.4% $157.25 -6.1%
399 REGN REGENERON PHARMACEUTICALS COM Healthcare 4.0 $3K 0.00% -45.0 -91.8% $628.50 +31.1%
400 CDW CDW CORP COM Technology 17.0 $2K 0.00% -89.0 -84.0% $144.71 +3.9%
Page 20 of 36  ·  706 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%