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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 29 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 AUR AURORA INNOVATION INC CLASS A COM Technology 147.0 $1K 0.00% -3K -95.2% $6.82 -18.7%
562 CVLT COMMVAULT SYS INC COM Technology 7.0 $992.0 0.00% -434.0 -98.4% $141.71 -7.6%
563 MECHANICS BANCORP CL A 62.0 $990.0 0.00% -988.0 -94.1% $15.97
564 RMD RESMED INC COM Healthcare 5.0 $988.0 0.00% -254.0 -98.1% $197.60 +19.1%
565 WLK WESTLAKE CORPORATION COM Basic Materials 13.0 $984.0 0.00% -21.0 -61.8% $75.69 -2.4%
566 MATX MATSON INC COM Industrials 5.0 $980.0 -274.0 -98.2% $196.00 +14.0%
567 NFG NATIONAL FUEL GAS CO COM Energy 13.0 $969.0 -596.0 -97.9% $74.54 +12.5%
568 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 9.0 $956.0 -99.0 -91.7% $106.22 +33.1%
569 JEF JEFFERIES FINANCIAL GROUP INC COM Financial Services 19.0 $949.0 -212.0 -91.8% $49.95 +6.0%
570 PTEN PATTERSON-UTI ENERGY INC COM Energy 103.0 $946.0 -7K -98.6% $9.18 +38.8%
571 HALO HALOZYME THERAPEUTICS INC COM Healthcare 12.0 $939.0 -1K -99.1% $78.25 +37.1%
572 LKQ LKQ CORP COM Consumer Cyclical 36.0 $935.0 -1K -96.6% $25.97 -3.6%
573 CFR CULLEN FROST BANKERS INC COM Financial Services 6.0 $927.0 -4.0 -40.0% $154.50 +4.1%
574 TRMB TRIMBLE INC COM Technology 18.0 $921.0 -647.0 -97.3% $51.17 +18.4%
575 EXP EAGLE MATLS INC COM Basic Materials 4.0 $905.0 -84.0 -95.5% $226.25 -14.9%
576 NI NISOURCE INC COM Utilities 19.0 $905.0 -3K -99.4% $47.63 -13.9%
577 INDB INDEPENDENT BK CORP MASS COM Financial Services 11.0 $902.0 -26.0 -70.3% $82.00 -1.1%
578 MCBS METROCITY BANKSHARES INC COM Financial Services 25.0 $901.0 -478.0 -95.0% $36.04 -3.0%
579 MTX MINERALS TECHNOLOGIES INC COM Basic Materials 12.0 $898.0 -811.0 -98.5% $74.83 -4.5%
580 OLN OLIN CORP COM PAR USD1 Basic Materials 45.0 $897.0 -74.0 -62.2% $19.93 -13.6%
Page 29 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%