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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 48  ·  948 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 KEX KIRBY CORP COM Industrials 9.0 $1K 0.00% -134.0 -93.7% $136.00 +4.3%
702 OVV OVINTIV INC COM Energy 23.0 $1K 0.00% $53.00 +23.9%
703 TREX TREX INC COM Industrials 24.0 $1K 0.00% -54.0 -69.2% $50.04 -8.9%
704 FICO FAIR ISAAC CORP COM Technology 1.0 $1K 0.00% -17.0 -94.4% $1195.00 -4.0%
705 SSRM SSR MINING IN COM Basic Materials 42.0 $1K 0.00% -1K -96.8% $28.29 +33.0%
706 EVER EVERQUOTE INC COM CL A Communication Services 49.0 $1K 0.00% -850.0 -94.5% $23.80 +6.9%
707 HLLY HOLLEY INC COM Consumer Cyclical 456.0 $1K 0.00% $2.55 +12.1%
708 ACA ARCOSA INC COM Industrials 8.0 $1K 0.00% -722.0 -98.9% $145.25 +0.0%
709 CNA CNA FINL CORP COM Financial Services 24.0 $1K 0.00% -163.0 -87.2% $48.04 +1.1%
710 EBS EMERGENT BIOSOLUTIONS INC COM Healthcare 137.0 $1K 0.00% -3K -95.4% $8.38 -27.2%
711 AVBP ARRIVENT BIOPHARMA INC COM Healthcare 33.0 $1K 0.00% $34.73 -13.5%
712 III INFORMATION SVCS GROUP INC COM Technology 278.0 $1K 0.00% $4.11 +24.5%
713 TCBI TEXAS CAP BANCSHARES INC COM Financial Services 11.0 $1K 0.00% -435.0 -97.5% $103.27 -5.9%
714 DLX DELUXE CORP MEDIUM TERM NTS COM Communication Services 47.0 $1K 0.00% -823.0 -94.6% $24.11 -4.2%
715 MSCI MSCI INC COM Financial Services 2.0 $1K 0.00% $560.00 +1.9%
716 PCG PG&E CORP COM Utilities 64.0 $1K 0.00% -2K -96.8% $16.95 -21.7%
717 BA BOEING CO COM Industrials 5.0 $1K 0.00% -160.0 -97.0% $216.40 -4.0%
718 ATO ATMOS ENERGY CORP COM Utilities 6.0 $1K 0.00% -91.0 -93.8% $179.33 -7.4%
719 AFG AMERICAN FINANCIAL GROUP INC COM Financial Services 8.0 $1K 0.00% -24.0 -75.0% $133.88 +6.5%
720 GFS GLOBALFOUNDRIES INC ORDINARY SHARES Technology 13.0 $1K 0.00% $82.38 -45.8%
Page 36 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%