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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 35 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 6.0 $278.0 -13.0 -68.4% $46.33
682 PENN PENN ENTERTAINMENT INC COM Consumer Cyclical 12.0 $256.0 -593.0 -98.0% $21.33 -21.7%
683 KMT KENNAMETAL INC COM Industrials 7.0 $231.0 -79.0 -91.9% $33.00 -11.1%
684 YEXT YEXT INC COM Technology 49.0 $229.0 -2K -97.4% $4.67 +45.0%
685 RELY REMITLY GLOBAL INC COM Technology 10.0 $224.0 -2K -99.5% $22.40 +19.4%
686 YELP YELP INC CL A Communication Services 9.0 $221.0 -11.0 -55.0% $24.56 -9.0%
687 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 8.0 $202.0 -201.0 -96.2% $25.25 -3.8%
688 SWX SOUTHWEST GAS HLDGS INC COM Utilities 2.0 $201.0 -29.0 -93.5% $100.50 -12.1%
689 AMTM AMENTUM HOLDINGS INC COM Industrials 9.0 $186.0 -234.0 -96.3% $20.67 -3.3%
690 HUBS HUBSPOT INC COM Technology 1.0 $183.0 -103.0 -99.0% $183.00 +42.8%
691 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 2.0 $177.0 -126.0 -98.4% $88.50 -28.4%
692 ES EVERSOURCE ENERGY COM Utilities 2.0 $124.0 -13.0 -86.7% $62.00 +13.1%
693 HLF HERBALIFE LTD COM SHS Consumer Defensive 9.0 $118.0 -123.0 -93.2% $13.11 -16.2%
694 OGS ONE GAS INC COM Utilities 1.0 $85.0 -398.0 -99.8% $85.00 -6.7%
695 VRRM VERRA MOBILITY CORP CL A COM STK Technology 20.0 $85.0 -443.0 -95.7% $4.25 +4.2%
696 BEN FRANKLIN RESOURCES INC COM Financial Services 3.0 $83.0 -47.0 -94.0% $27.67 +23.4%
697 ASUR ASURE SOFTWARE INC COM Technology 10.0 $79.0 -37.0 -78.7% $7.90 +15.4%
698 BUSE FIRST BUSEY CORP COM NEW Financial Services 2.0 $60.0 -2K -99.9% $30.00 +0.3%
699 LEG LEGGETT & PLATT INC COM Consumer Cyclical 4.0 $50.0 -1.0 -20.0% $12.50 -26.4%
700 SFNC SIMMONS FIRST NATL CORP CL A USD1 PAR Financial Services 2.0 $40.0 -1K -99.8% $20.00 +12.9%
Page 35 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%