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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 48 of 48  ·  948 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 WSBF WATERSTONE FINL INC MD COM Financial Services 1.0 $30.0 $30.00 -30.1%
942 KVUE KENVUE INC COM Consumer Defensive 1.0 $26.0 $26.00 -27.4%
943 VTRS VIATRIS INC COM Healthcare 2.0 $24.0 $12.00 +37.6%
944 PAX PATRIA INVESTMENTS LIMITED COM CL A Financial Services 1.0 $15.0 $15.00 -24.4%
945 FLAGSTAR BANK NATIONAL ASSOCIA COM NEW 1.0 $15.0 -358.0 -99.7% $15.00
946 BIOHAVEN LTD COM 1.0 $15.0 -67.0 -98.5% $15.00
947 HUN HUNTSMAN CORP COM Basic Materials 1.0 $13.0 -43.0 -97.7% $13.00 -26.3%
948 DBI DESIGNER BRANDS INC CL A Consumer Cyclical 2.0 $12.0 $6.00 -8.8%
Page 48 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%