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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 43 of 48  ·  948 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 VLGEA VILLAGE SUPER MKT INC CL A NEW Consumer Defensive 14.0 $591.0 $42.21 +2.5%
842 KD KYNDRYL HLDGS INC COMMON STOCK Technology 52.0 $588.0 -805.0 -93.9% $11.31 +18.9%
843 MO ALTRIA GROUP INC COM Consumer Defensive 8.0 $583.0 -299.0 -97.4% $72.88 -6.0%
844 OGE OGE ENERGY CORP COM Utilities 12.0 $583.0 $48.58 -6.1%
845 DOCU DOCUSIGN INC COM Technology 13.0 $577.0 -397.0 -96.8% $44.38 +49.3%
846 WHD CACTUS INC CL A Energy 11.0 $573.0 -34.0 -75.6% $52.09 +35.0%
847 PBH PRESTIGE CONSMR HEALTHCARE INC COM Healthcare 12.0 $567.0 -551.0 -97.9% $47.25 +9.6%
848 CRVL CORVEL CORP COM Financial Services 9.0 $563.0 -675.0 -98.7% $62.56 +10.1%
849 SAIC SCIENCE APPLICATIONS INTL CORP COM Technology 5.0 $563.0 -102.0 -95.3% $112.60 +13.9%
850 CVI CVR ENERGY INC COM Energy 20.0 $562.0 -828.0 -97.6% $28.10 +49.0%
851 SUPN SUPERNUS PHARMACEUTICALS COM Healthcare 12.0 $558.0 -974.0 -98.8% $46.50 -4.9%
852 THE BALDWIN INSURANCE GRP INC COM CL A 21.0 $558.0 -540.0 -96.3% $26.57
853 WS WORTHINGTON STL INC COM SHS Basic Materials 17.0 $556.0 -1K -98.8% $32.71 +5.3%
854 W WAYFAIR INC CL A Consumer Cyclical 6.0 $555.0 $92.50 +7.3%
855 STEL Cbtx Inc Com Financial Services 14.0 $550.0 $39.29 +0.1%
856 ENTG ENTEGRIS INC COM Technology 3.0 $544.0 $181.33 -25.4%
857 FELE FRANKLIN ELEC INC COM Industrials 5.0 $544.0 -5.0 -50.0% $108.80 -8.0%
858 MUSA MURPHY USA INC COM Consumer Cyclical 1.0 $544.0 -12.0 -92.3% $544.00 -5.3%
859 EPAC ENERPAC TOOL GROUP CORP CL A COM Industrials 15.0 $539.0 $35.93 +3.9%
860 BLOCK INC CL A 7.0 $532.0 $76.00
Page 43 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%