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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 28 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 WT WISDOMTREE INC COM Financial Services 73.0 $1K 0.00% -3K -97.6% $16.95 +44.7%
542 FE FIRSTENERGY CORP COM Utilities 26.0 $1K 0.00% -204.0 -88.7% $47.50 -3.2%
543 SKY CHAMPION HOMES INC COM Consumer Cyclical 14.0 $1K 0.00% -257.0 -94.8% $88.14 +0.3%
544 UVE UNIVERSAL INS HLDGS INC COM Financial Services 30.0 $1K 0.00% -2K -98.1% $41.00 +6.3%
545 KEX KIRBY CORP COM Industrials 9.0 $1K 0.00% -134.0 -93.7% $136.00 +3.0%
546 TREX TREX INC COM Industrials 24.0 $1K 0.00% -54.0 -69.2% $50.04 -10.2%
547 FICO FAIR ISAAC CORP COM Technology 1.0 $1K 0.00% -17.0 -94.4% $1195.00 -6.0%
548 SSRM SSR MINING IN COM Basic Materials 42.0 $1K 0.00% -1K -96.8% $28.29 +32.7%
549 EVER EVERQUOTE INC COM CL A Communication Services 49.0 $1K 0.00% -850.0 -94.5% $23.80 +7.7%
550 ACA ARCOSA INC COM Industrials 8.0 $1K 0.00% -722.0 -98.9% $145.25 +0.1%
551 CNA CNA FINL CORP COM Financial Services 24.0 $1K 0.00% -163.0 -87.2% $48.04 +1.7%
552 EBS EMERGENT BIOSOLUTIONS INC COM Healthcare 137.0 $1K 0.00% -3K -95.4% $8.38 -26.4%
553 TCBI TEXAS CAP BANCSHARES INC COM Financial Services 11.0 $1K 0.00% -435.0 -97.5% $103.27 -6.4%
554 DLX DELUXE CORP MEDIUM TERM NTS COM Communication Services 47.0 $1K 0.00% -823.0 -94.6% $24.11 -3.5%
555 PCG PG&E CORP COM Utilities 64.0 $1K 0.00% -2K -96.8% $16.95 -21.9%
556 BA BOEING CO COM Industrials 5.0 $1K 0.00% -160.0 -97.0% $216.40 -4.3%
557 ATO ATMOS ENERGY CORP COM Utilities 6.0 $1K 0.00% -91.0 -93.8% $179.33 -6.7%
558 AFG AMERICAN FINANCIAL GROUP INC COM Financial Services 8.0 $1K 0.00% -24.0 -75.0% $133.88 +6.9%
559 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 9.0 $1K 0.00% -52.0 -85.2% $114.22 +6.2%
560 TKO TKO GROUP HOLDINGS INC CL A Communication Services 5.0 $1K 0.00% -146.0 -96.7% $201.40 -8.8%
Page 28 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%