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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 48  ·  948 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 ALB ALBEMARLE CORP COM Basic Materials 11.0 $2K 0.00% -258.0 -95.9% $139.36 -3.2%
642 SLM SLM CORP COM Financial Services 59.0 $2K 0.00% -33.0 -35.9% $25.93 +0.1%
643 FCX FREEPORT MCMORAN INC CL B Basic Materials 24.0 $2K 0.00% -220.0 -90.2% $63.67 +18.9%
644 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 40.0 $2K 0.00% -120.0 -75.0% $38.05 -5.6%
645 MOV MOVADO GROUP INC COM Consumer Cyclical 39.0 $2K 0.00% -45.0 -53.6% $38.92 -13.3%
646 GRDN GUARDIAN PHARMACY SVCS INC CL A Healthcare 36.0 $2K 0.00% $41.86 -11.4%
647 ROL ROLLINS INC COM Consumer Cyclical 36.0 $2K 0.00% -569.0 -94.0% $41.75 -13.6%
648 THC TENET HEALTHCARE CORP COM NEW Healthcare 8.0 $1K 0.00% -253.0 -96.9% $187.12 +42.1%
649 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 17.0 $1K 0.00% -111.0 -86.7% $87.24 +3.9%
650 CORT CORCEPT THERAPEUTICS INC COM Healthcare 17.0 $1K 0.00% -702.0 -97.6% $86.94 +30.4%
651 UMBF UMB FINL CORP COM Financial Services 10.0 $1K 0.00% -311.0 -96.9% $147.20 -3.8%
652 CF CF INDUSTRIES HOLD COM Basic Materials 14.0 $1K 0.00% -49.0 -77.8% $104.71 +24.1%
653 DNOW DNOW INC COM Energy 113.0 $1K 0.00% -45.0 -28.5% $12.97 +23.6%
654 AVY AVERY DENNISON CORP COM Industrials 9.0 $1K 0.00% $162.33 +7.3%
655 GL GLOBE LIFE INC COM Financial Services 8.0 $1K 0.00% -258.0 -97.0% $181.75 -5.0%
656 FNF FIDELITY NATL FINL INC COM SHS Financial Services 31.0 $1K 0.00% -1K -97.1% $46.65 -0.4%
657 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 25.0 $1K 0.00% -926.0 -97.4% $57.84 +7.3%
658 SCI SERVICE CORP INTL COM Consumer Cyclical 19.0 $1K 0.00% $75.95 +7.5%
659 AA ALCOA CORP COM Basic Materials 28.0 $1K 0.00% -1K -97.9% $51.32 -2.7%
660 HRI HERC HLDGS INC COM Industrials 10.0 $1K 0.00% -22.0 -68.8% $143.30 +6.3%
Page 33 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%