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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 31 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 HAE HAEMONETICS CORP MASS COM Healthcare 10.0 $750.0 -18.0 -64.3% $75.00 +37.4%
602 SR SPIRE INC COM Utilities 10.0 $749.0 -122.0 -92.4% $74.90 +9.3%
603 MTRX MATRIX SVC CO COM Industrials 54.0 $740.0 -120.0 -69.0% $13.70 -21.1%
604 DOX AMDOCS LTD SHS Technology 15.0 $740.0 -91.0 -85.8% $49.33 +27.8%
605 CMTL COMTECH TELECOMMUNICATIONS CP COM NEW Technology 350.0 $735.0 -564.0 -61.7% $2.10 -19.5%
606 AGCO AGCO CORP COM Industrials 6.0 $734.0 -327.0 -98.2% $122.33 -3.3%
607 CSX CSX CORP COM Industrials 15.0 $734.0 -2K -99.3% $48.93 +3.2%
608 D DOMINION ENERGY INC COM Utilities 11.0 $733.0 -545.0 -98.0% $66.64 -0.9%
609 ESNT ESSENT GROUP LTD COM Financial Services 11.0 $729.0 -29.0 -72.5% $66.27 +1.9%
610 ALV AUTOLIV INC COM Consumer Cyclical 6.0 $728.0 -205.0 -97.2% $121.33 -0.1%
611 DLTR DOLLAR TREE INC COM Consumer Defensive 6.0 $726.0 -63.0 -91.3% $121.00 +4.6%
612 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 19.0 $718.0 -772.0 -97.6% $37.79 +70.9%
613 VLTO VERALTO CORP COM SHS Industrials 8.0 $713.0 -13.0 -61.9% $89.12 +10.6%
614 OMF ONEMAIN HLDGS INC COM Financial Services 12.0 $710.0 -17.0 -58.6% $59.17 +5.6%
615 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 11.0 $706.0 -20.0 -64.5% $64.18 +11.0%
616 BC BRUNSWICK CORP COM Consumer Cyclical 8.0 $699.0 -181.0 -95.8% $87.38 -13.1%
617 RBB RBB BANCORP COM Financial Services 25.0 $696.0 -1K -98.1% $27.84 -6.8%
618 MMSI MERIT MED SYS INC COM Healthcare 10.0 $693.0 -420.0 -97.7% $69.30 +30.8%
619 THO THOR INDS INC COM Consumer Cyclical 9.0 $689.0 -215.0 -96.0% $76.56 -0.7%
620 LADR LADDER CAP CORP CL A Real Estate 68.0 $681.0 -723.0 -91.4% $10.01 -2.1%
Page 31 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%