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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 36 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 VTS VITESSE ENERGY INC COMMON STOCK Energy 2.0 $39.0 -24.0 -92.3% $19.50 -10.3%
702 MSBI MIDLAND STATES BANCORP INC COM Financial Services 1.0 $31.0 -52.0 -98.1% $31.00 +5.8%
703 MLKN MILLERKNOLL INC COM Consumer Cyclical 2.0 $31.0 -92.0 -97.9% $15.50 +45.7%
704 FLAGSTAR BANK NATIONAL ASSOCIA COM NEW 1.0 $15.0 -358.0 -99.7% $15.00
705 BIOHAVEN LTD COM 1.0 $15.0 -67.0 -98.5% $15.00
706 HUN HUNTSMAN CORP COM Basic Materials 1.0 $13.0 -43.0 -97.7% $13.00 -26.3%
Page 36 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%