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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 25 of 48  ·  948 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CMC COMMERCIAL METALS CO COM Basic Materials 45.0 $3K 0.00% $62.76 +8.1%
482 ROG ROGERS CORP COM Technology 17.0 $3K 0.00% -78.0 -82.1% $163.71 -24.4%
483 KYMR KYMERA THERAPEUTICS INC COM Healthcare 24.0 $3K 0.00% $114.67 +2.3%
484 FIBK FIRST INTST BANCSYSTEM INC COM Financial Services 71.0 $3K 0.00% -2K -96.0% $38.55 -6.1%
485 REX REX AMERICAN RES CORP COM Basic Materials 60.0 $3K 0.00% -510.0 -89.5% $45.15 -8.4%
486 FBP FIRST BANCORP CORPORATION COM NEW Financial Services 103.0 $3K 0.00% -106.0 -50.7% $26.08 +6.2%
487 XPO XPO INC COM Industrials 13.0 $3K 0.00% -258.0 -95.2% $205.31 -9.8%
488 EQT EQT CORP COM Energy 50.0 $3K 0.00% -3K -98.3% $53.34 +3.9%
489 SXT SENSIENT TECHNOLOGIES CORP COM Basic Materials 22.0 $3K 0.00% -121.0 -84.6% $120.55 +11.3%
490 LIN LINDE PLC SHS Basic Materials 5.0 $3K 0.00% -75.0 -93.8% $530.20 -8.3%
491 COCO VITA COCO CO INC COM Consumer Defensive 40.0 $3K 0.00% $66.15 -11.8%
492 HAS HASBRO INC COM Consumer Cyclical 32.0 $3K 0.00% $82.59 +13.3%
493 BCC BOISE CASCADE CO DEL COM Basic Materials 34.0 $3K 0.00% -1.0 -2.9% $77.62 -2.4%
494 ACTG ACACIA RESH CORP ACACIA TCH COM Industrials 564.0 $3K 0.00% -208.0 -26.9% $4.66 -3.2%
495 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 11.0 $3K 0.00% -63.0 -85.1% $238.36 -8.0%
496 SGHT SIGHT SCIENCES INC COM Healthcare 482.0 $3K 0.00% -209.0 -30.2% $5.42 +53.0%
497 INTU INTUIT COM Technology 10.0 $3K 0.00% -258.0 -96.3% $261.00 +32.7%
498 JXN JACKSON FINANCIAL INC COM CL A Financial Services 25.0 $3K 0.00% -542.0 -95.6% $104.40 +27.6%
499 FMBH FIRST MID BANCSHARES INC COM Financial Services 54.0 $3K 0.00% $48.09 +2.9%
500 DGX QUEST DIAGNOSTICS INC COM Healthcare 12.0 $3K 0.00% -398.0 -97.1% $216.00 +10.1%
Page 25 of 48  ·  948 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%