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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 30 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 NXST NEXSTAR MEDIA GROUP INC COMMON STOCK Communication Services 5.0 $893.0 -133.0 -96.4% $178.60 +2.0%
582 GPI GROUP 1 AUTOMOTIVE INC COM Consumer Cyclical 3.0 $880.0 -107.0 -97.3% $293.33 -8.1%
583 WING WINGSTOP INC COM Consumer Cyclical 5.0 $873.0 -63.0 -92.7% $174.60 -37.3%
584 NG NOVAGOLD RESOURCES INC COM NEW Basic Materials 146.0 $872.0 -3K -95.0% $5.97 +44.0%
585 EXEL EXELIXIS INC COM Healthcare 16.0 $871.0 -20.0 -55.6% $54.44 +0.4%
586 CUBI CUSTOMERS BANCORP INC COM Financial Services 11.0 $870.0 -15.0 -57.7% $79.09 -1.2%
587 BOKF BOK FINL CORP COM NEW Financial Services 6.0 $869.0 -100.0 -94.3% $144.83 -6.0%
588 BCO BRINKS CO COM Industrials 9.0 $862.0 -93.0 -91.2% $95.78 +13.7%
589 MDT MEDTRONIC PLC SHS Healthcare 11.0 $861.0 -8.0 -42.1% $78.27 +15.8%
590 ENTA ENANTA PHARMACEUTICALS INC COM Healthcare 59.0 $860.0 -61.0 -50.8% $14.58 -8.6%
591 VOYA VOYA FINANCIAL INC COM Financial Services 9.0 $856.0 -2K -99.5% $95.11 +6.5%
592 GEN GEN DIGITAL INC COM Technology 34.0 $846.0 -328.0 -90.6% $24.88 +24.6%
593 LXEO LEXEO THERAPEUTICS INC COM Healthcare 178.0 $829.0 -143.0 -44.5% $4.66 +2.2%
594 QLYS QUALYS INC COM Technology 6.0 $825.0 -3.0 -33.3% $137.50 +35.4%
595 VCYT VERACYTE INC COM Healthcare 14.0 $822.0 -866.0 -98.4% $58.71 -26.4%
596 ORI OLD REP INTL CORP COM Financial Services 20.0 $818.0 -572.0 -96.6% $40.90 +2.0%
597 BKU BANKUNITED INC COM Financial Services 17.0 $811.0 -1K -98.8% $47.71 -4.4%
598 AXS AXIS CAP HLDGS LTD SHS Financial Services 7.0 $775.0 -18.0 -72.0% $110.71 -10.8%
599 CBZ CBIZ INC COM Industrials 24.0 $770.0 -931.0 -97.5% $32.08 +69.8%
600 TRN TRINITY INDS INC COM Industrials 22.0 $761.0 -730.0 -97.1% $34.59 -16.7%
Page 30 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%