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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 33 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 PBH PRESTIGE CONSMR HEALTHCARE INC COM Healthcare 12.0 $567.0 -551.0 -97.9% $47.25 +9.6%
642 CRVL CORVEL CORP COM Financial Services 9.0 $563.0 -675.0 -98.7% $62.56 +10.1%
643 SAIC SCIENCE APPLICATIONS INTL CORP COM Technology 5.0 $563.0 -102.0 -95.3% $112.60 +13.9%
644 CVI CVR ENERGY INC COM Energy 20.0 $562.0 -828.0 -97.6% $28.10 +49.0%
645 SUPN SUPERNUS PHARMACEUTICALS COM Healthcare 12.0 $558.0 -974.0 -98.8% $46.50 -4.9%
646 THE BALDWIN INSURANCE GRP INC COM CL A 21.0 $558.0 -540.0 -96.3% $26.57
647 WS WORTHINGTON STL INC COM SHS Basic Materials 17.0 $556.0 -1K -98.8% $32.71 +5.3%
648 FELE FRANKLIN ELEC INC COM Industrials 5.0 $544.0 -5.0 -50.0% $108.80 -8.0%
649 MUSA MURPHY USA INC COM Consumer Cyclical 1.0 $544.0 -12.0 -92.3% $544.00 -5.3%
650 CG CARLYLE GROUP INC COM Financial Services 13.0 $531.0 -214.0 -94.3% $40.85 +18.5%
651 MEDP MEDPACE HLDGS INC COM Healthcare 1.0 $530.0 -31.0 -96.9% $530.00 +12.1%
652 PVH PVH CORPORATION COM Consumer Cyclical 7.0 $520.0 -324.0 -97.9% $74.29 -0.2%
653 ARMOUR RESIDENTIAL REIT INC COM SHS 30.0 $517.0 -71.0 -70.3% $17.23
654 PINS PINTEREST INC CL A Communication Services 24.0 $505.0 -2K -98.8% $21.04 +3.2%
655 PHIN PHINIA INC COMMON STOCK Consumer Cyclical 6.0 $504.0 -120.0 -95.2% $84.00 -18.5%
656 VC VISTEON CORP COM NEW Consumer Cyclical 5.0 $500.0 -5.0 -50.0% $100.00 +1.8%
657 HTH HILLTOP HLDGS INC COM Financial Services 13.0 $486.0 -326.0 -96.2% $37.38 +1.8%
658 EXPAND ENERGY CORPORATION COM 5.0 $470.0 -15.0 -75.0% $94.00
659 GIL GILDAN ACTIVEWEAR INC COM Consumer Cyclical 9.0 $464.0 -128.0 -93.4% $51.56 +1.1%
660 PTC PTC INC COM Technology 4.0 $454.0 -72.0 -94.7% $113.50 +37.2%
Page 33 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%