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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 48  ·  948 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 Q QNITY ELECTRONICS INC COMMON STOCK Technology 8.0 $1K 0.00% -86.0 -91.5% $163.50 -27.0%
682 PNC PNC FINL SVCS GROUP INC COM Financial Services 5.0 $1K 0.00% -598.0 -99.2% $259.40 -7.6%
683 DINO HF SINCLAIR CORP COM Energy 18.0 $1K 0.00% -1K -98.5% $71.22 +42.7%
684 PAGS PAGSEGURO DIGITAL LTD COM CL A Technology 141.0 $1K 0.00% -820.0 -85.3% $9.05 -0.3%
685 KWR QUAKER HOUGHTON COM Basic Materials 8.0 $1K 0.00% $158.88 +4.4%
686 BANF BANCFIRST CORP COM Financial Services 11.0 $1K 0.00% -615.0 -98.2% $114.91 -5.0%
687 BV BRIGHTVIEW HLDGS INC COM Industrials 89.0 $1K 0.00% -969.0 -91.6% $14.17 -21.6%
688 HRB BLOCK H & R INC COM Consumer Cyclical 33.0 $1K 0.00% -375.0 -91.9% $38.09 +35.6%
689 RBLX ROBLOX CORP CL A Technology 23.0 $1K 0.00% -218.0 -90.5% $54.39 -24.1%
690 MOS MOSAIC CO COM Basic Materials 59.0 $1K 0.00% -1K -95.9% $21.19 +13.8%
691 LIND LINDBLAD EXPEDITIONS HLDGS INC COM Consumer Cyclical 44.0 $1K 0.00% $28.25 -6.0%
692 HIPPO HLDGS INC COM NEW 44.0 $1K 0.00% -2K -97.6% $28.25
693 WT WISDOMTREE INC COM Financial Services 73.0 $1K 0.00% -3K -97.6% $16.95 +42.0%
694 FE FIRSTENERGY CORP COM Utilities 26.0 $1K 0.00% -204.0 -88.7% $47.50 -3.4%
695 SKY CHAMPION HOMES INC COM Consumer Cyclical 14.0 $1K 0.00% -257.0 -94.8% $88.14 +1.3%
696 OLLI OLLIES BARGAIN OUTLET HLDGS COM Consumer Defensive 16.0 $1K 0.00% $76.88 -1.9%
697 UVE UNIVERSAL INS HLDGS INC COM Financial Services 30.0 $1K 0.00% -2K -98.1% $41.00 +4.8%
698 BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A Real Estate 72.0 $1K 0.00% +1.0 +1.4% $17.07 -18.6%
699 SPXC SPX TECHNOLOGIES INC COM Industrials 5.0 $1K 0.00% $245.20 -19.8%
700 CNO CNO FINL GROUP INC COM Financial Services 24.0 $1K 0.00% $51.00 +7.4%
Page 35 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%