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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 26 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SLM SLM CORP COM Financial Services 59.0 $2K 0.00% -33.0 -35.9% $25.93 +0.3%
502 FCX FREEPORT MCMORAN INC CL B Basic Materials 24.0 $2K 0.00% -220.0 -90.2% $63.67 +16.5%
503 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 40.0 $2K 0.00% -120.0 -75.0% $38.05 -7.0%
504 MOV MOVADO GROUP INC COM Consumer Cyclical 39.0 $2K 0.00% -45.0 -53.6% $38.92 -13.9%
505 ROL ROLLINS INC COM Consumer Cyclical 36.0 $2K 0.00% -569.0 -94.0% $41.75 -13.9%
506 THC TENET HEALTHCARE CORP COM NEW Healthcare 8.0 $1K 0.00% -253.0 -96.9% $187.12 +44.4%
507 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 17.0 $1K 0.00% -111.0 -86.7% $87.24 +7.1%
508 CORT CORCEPT THERAPEUTICS INC COM Healthcare 17.0 $1K 0.00% -702.0 -97.6% $86.94 +31.6%
509 UMBF UMB FINL CORP COM Financial Services 10.0 $1K 0.00% -311.0 -96.9% $147.20 -5.2%
510 CF CF INDUSTRIES HOLD COM Basic Materials 14.0 $1K 0.00% -49.0 -77.8% $104.71 +25.9%
511 DNOW DNOW INC COM Energy 113.0 $1K 0.00% -45.0 -28.5% $12.97 +23.4%
512 GL GLOBE LIFE INC COM Financial Services 8.0 $1K 0.00% -258.0 -97.0% $181.75 -5.2%
513 FNF FIDELITY NATL FINL INC COM SHS Financial Services 31.0 $1K 0.00% -1K -97.1% $46.65 -0.4%
514 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 25.0 $1K 0.00% -926.0 -97.4% $57.84 +7.5%
515 AA ALCOA CORP COM Basic Materials 28.0 $1K 0.00% -1K -97.9% $51.32 -0.6%
516 HRI HERC HLDGS INC COM Industrials 10.0 $1K 0.00% -22.0 -68.8% $143.30 +1.8%
517 HCI HCI GROUP INC COM Financial Services 8.0 $1K 0.00% -128.0 -94.1% $178.12 +5.9%
518 UNP UNION PAC CORP COM Industrials 5.0 $1K 0.00% -367.0 -98.7% $284.60 +2.9%
519 AVNT AVIENT CORPORATION COM Basic Materials 38.0 $1K 0.00% -1K -97.0% $37.18 +15.6%
520 ITT ITT INC COM Industrials 7.0 $1K 0.00% -430.0 -98.4% $200.86 -2.1%
Page 26 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%