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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 25 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 ENS ENERSYS COM Industrials 7.0 $2K 0.00% -641.0 -98.9% $238.00 -24.6%
482 VLYPN VALLEY NATL BANCORP COM 112.0 $2K 0.00% -163.0 -59.3% $14.68
483 CARR CARRIER GLOBAL CORPORATION COM Industrials 22.0 $2K 0.00% -444.0 -95.3% $74.55 -23.0%
484 LMND LEMONADE INC COM Financial Services 25.0 $2K 0.00% -473.0 -95.0% $65.04 -20.3%
485 UTHR UNITED THERAPEUTICS CORP DEL COM Healthcare 3.0 $2K 0.00% -50.0 -94.3% $541.67 -5.0%
486 MYE MYERS INDS INC COM Consumer Cyclical 46.0 $2K 0.00% -55.0 -54.5% $35.28 -10.4%
487 DAL DELTA AIR LINES INC COM NEW Industrials 17.0 $2K 0.00% -33.0 -66.0% $95.24 -20.1%
488 BUNGE GLOBAL SA COM SHS 15.0 $2K 0.00% -158.0 -91.3% $106.73
489 UCB UNITED CMNTY BKS BLAIRSVLE GA COM Financial Services 46.0 $2K 0.00% -1K -96.3% $34.76 -1.6%
490 MMS MAXIMUS INC COM Industrials 30.0 $2K 0.00% -236.0 -88.7% $53.03 +9.8%
491 NWSA NEWS CORP NEW CL A Communication Services 64.0 $2K 0.00% -2K -96.8% $24.83 +23.4%
492 TILE INTERFACE INC COM Consumer Cyclical 44.0 $2K 0.00% -35.0 -44.3% $35.84 +3.1%
493 KKR KKR & CO INC COM 17.0 $2K 0.00% -78.0 -82.1% $92.65
494 PPL PPL CORP COM Utilities 43.0 $2K 0.00% -20.0 -31.8% $36.51 -6.6%
495 AX AXOS FINANCIAL INC COM Financial Services 16.0 $2K 0.00% -398.0 -96.1% $97.38 -2.7%
496 DTM DT MIDSTREAM INC COMMON STOCK Energy 11.0 $2K 0.00% -8.0 -42.1% $141.09 -8.2%
497 FTDR FRONTDOOR INC COM Consumer Cyclical 20.0 $2K 0.00% -120.0 -85.7% $77.60 +1.7%
498 MIDD MIDDLEBY CORP COM Industrials 9.0 $2K 0.00% -156.0 -94.5% $172.00 -34.7%
499 MTDR MATADOR RES CO COM Energy 31.0 $2K 0.00% -1K -97.5% $49.81 +18.7%
500 ALB ALBEMARLE CORP COM Basic Materials 11.0 $2K 0.00% -258.0 -95.9% $139.36 -1.6%
Page 25 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%