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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 38 of 48  ·  948 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 MGTX MEIRAGTX HLDGS PLC COM Healthcare 70.0 $946.0 $13.51 +2.2%
742 HALO HALOZYME THERAPEUTICS INC COM Healthcare 12.0 $939.0 -1K -99.1% $78.25 +36.1%
743 LKQ LKQ CORP COM Consumer Cyclical 36.0 $935.0 -1K -96.6% $25.97 -3.4%
744 INSTALLED BLDG PRODS INC COM 4.0 $935.0 +1.0 +33.3% $233.75
745 DOCS DOXIMITY INC CL A Healthcare 45.0 $933.0 $20.73 +28.8%
746 CFR CULLEN FROST BANKERS INC COM Financial Services 6.0 $927.0 -4.0 -40.0% $154.50 +4.1%
747 TRMB TRIMBLE INC COM Technology 18.0 $921.0 -647.0 -97.3% $51.17 +17.1%
748 EXP EAGLE MATLS INC COM Basic Materials 4.0 $905.0 -84.0 -95.5% $226.25 -14.1%
749 NI NISOURCE INC COM Utilities 19.0 $905.0 -3K -99.4% $47.63 -14.1%
750 INDB INDEPENDENT BK CORP MASS COM Financial Services 11.0 $902.0 -26.0 -70.3% $82.00 -1.0%
751 MCBS METROCITY BANKSHARES INC COM Financial Services 25.0 $901.0 -478.0 -95.0% $36.04 -3.4%
752 MTX MINERALS TECHNOLOGIES INC COM Basic Materials 12.0 $898.0 -811.0 -98.5% $74.83 -5.2%
753 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 3.0 $897.0 $299.00 -11.0%
754 OLN OLIN CORP COM PAR USD1 Basic Materials 45.0 $897.0 -74.0 -62.2% $19.93 -12.7%
755 NXST NEXSTAR MEDIA GROUP INC COMMON STOCK Communication Services 5.0 $893.0 -133.0 -96.4% $178.60 +2.0%
756 HGV HILTON GRAND VACATIONS INC COM Consumer Cyclical 17.0 $890.0 $52.35 -19.0%
757 BKH BLACK HILLS CORP COM Utilities 12.0 $881.0 $73.42 -2.4%
758 GPI GROUP 1 AUTOMOTIVE INC COM Consumer Cyclical 3.0 $880.0 -107.0 -97.3% $293.33 -8.1%
759 WING WINGSTOP INC COM Consumer Cyclical 5.0 $873.0 -63.0 -92.7% $174.60 -37.3%
760 NG NOVAGOLD RESOURCES INC COM NEW Basic Materials 146.0 $872.0 -3K -95.0% $5.97 +44.0%
Page 38 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%