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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 22 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 RRC RANGE RES CORP COM Energy 61.0 $2K 0.00% -279.0 -82.1% $37.16 +13.9%
422 FDX FEDEX CORP COM Industrials 7.0 $2K 0.00% -285.0 -97.6% $323.57 -1.1%
423 ANDE ANDERSONS INC COM Consumer Defensive 33.0 $2K 0.00% -18.0 -35.3% $68.39 -1.5%
424 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 7.0 $2K 0.00% -273.0 -97.5% $322.43 -17.6%
425 HOMB HOME BANCSHARES INC COM Financial Services 79.0 $2K 0.00% -2K -95.5% $28.42 +2.6%
426 ABCB AMERIS BANCORP COM Financial Services 25.0 $2K 0.00% -1K -97.6% $88.64 -6.0%
427 MG MISTRAS GROUP INC COM Industrials 126.0 $2K 0.00% -2K -94.4% $17.47 +6.2%
428 GRAL GRAIL INC COM Healthcare 32.0 $2K 0.00% -67.0 -67.7% $68.28 +16.8%
429 HSIC SCHEIN HENRY INC COM Healthcare 26.0 $2K 0.00% -247.0 -90.5% $83.54 +5.8%
430 VIRT VIRTU FINL INC CL A Financial Services 36.0 $2K 0.00% -535.0 -93.7% $60.14 +9.2%
431 BHF BRIGHTHOUSE FINL INC COM Financial Services 34.0 $2K 0.00% -741.0 -95.6% $63.29 -16.0%
432 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 24.0 $2K 0.00% -399.0 -94.3% $89.50 -29.9%
433 AEE AMEREN CORP COM Utilities 19.0 $2K 0.00% -506.0 -96.4% $112.68 -6.3%
434 FUL FULLER H B CO COM Basic Materials 37.0 $2K 0.00% -844.0 -95.8% $57.68 -6.3%
435 PODD INSULET CORP COM Healthcare 14.0 $2K 0.00% -5.0 -26.3% $152.29 -2.4%
436 DDS DILLARDS INC CL A Consumer Cyclical 4.0 $2K 0.00% -108.0 -96.4% $528.50 +18.0%
437 IPGP IPG PHOTONICS CORP COM Technology 18.0 $2K 0.00% -91.0 -83.5% $117.33 -36.1%
438 ACM AECOM COM Industrials 30.0 $2K 0.00% -720.0 -96.0% $69.80 -4.6%
439 PII POLARIS INC COM Consumer Cyclical 30.0 $2K 0.00% -163.0 -84.5% $68.43 -10.7%
440 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 7.0 $2K 0.00% -147.0 -95.5% $293.14 +4.6%
Page 22 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%