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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 9 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 46.0 $10K 0.01% -216.0 -82.4% $216.61 -7.7%
162 KEY KEYCORP COM Financial Services 422.0 $10K 0.01% -189.0 -30.9% $23.04 -6.2%
163 ARMK ARAMARK COM Industrials 170.0 $10K 0.01% -987.0 -85.3% $57.05 -1.3%
164 JBHT HUNT J B TRANS SVCS INC COM Industrials 33.0 $10K 0.01% -68.0 -67.3% $291.94 -9.1%
165 QCOM QUALCOMM INC COM Technology 49.0 $9K 0.01% -121.0 -71.2% $186.10 -8.4%
166 MTB M & T BK CORP COM Financial Services 38.0 $9K 0.01% -57.0 -60.0% $238.87 -2.1%
167 CRUS CIRRUS LOGIC INC COM Technology 61.0 $9K 0.01% -231.0 -79.1% $148.52 -26.3%
168 PAYX PAYCHEX INC COM Industrials 91.0 $9K 0.01% -35.0 -27.8% $98.33 +29.5%
169 CARG CARGURUS INC COM CL A Consumer Cyclical 262.0 $9K 0.01% -1K -79.6% $34.09 +4.6%
170 EQH EQUITABLE HLDGS INC COM Financial Services 204.0 $9K 0.01% -2K -88.0% $43.78 +14.5%
171 COP CONOCOPHILLIPS COM Energy 86.0 $9K 0.01% -1K -94.3% $103.36 +28.2%
172 CFG CITIZENS FINL GROUP INC COM Financial Services 125.0 $9K 0.00% -52.0 -29.4% $70.30 -2.0%
173 CSL CARLISLE COS INC COM Industrials 24.0 $9K 0.00% -80.0 -76.9% $363.96 -4.8%
174 AMP AMERIPRISE FINL INC COM Financial Services 19.0 $9K 0.00% -104.0 -84.5% $458.74 +20.6%
175 FN FABRINET SHS Technology 15.0 $8K 0.00% -230.0 -93.9% $562.07 -26.5%
176 LLY ELI LILLY & CO COM Healthcare 7.0 $8K 0.00% -208.0 -96.7% $1199.71 -3.5%
177 AMKR AMKOR TECHNOLOGY INC COM Technology 97.0 $8K 0.00% -4.0 -4.0% $86.38 -45.2%
178 NOW SERVICENOW INC COM Technology 83.0 $8K 0.00% -157.0 -65.4% $99.28 +49.1%
179 FTRE FORTREA HLDGS INC COMMON STOCK Healthcare 465.0 $8K 0.00% -696.0 -60.0% $17.40 +5.6%
180 WMB WILLIAMS COS INC COM Energy 107.0 $8K 0.00% -1K -92.0% $74.29 +1.0%
Page 9 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%