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Portfolio (Quarterly) Guide ↗

SSI INVESTMENT MANAGEMENT LLC

· CIK 0000938487
13F Portfolio $1.4B AUM 548 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 46 Added 58 Reduced 44 Exited
Page 1 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 FORD MTR CO 19,881,000 $20.6M 1.40% SOLD
2 EXPEDIA GROUP INC 10,783,000 $12.0M 0.82% SOLD
3 TWO HARBORS INVENTMENT CORPO 9,497,000 $9.5M 0.64% SOLD
4 BKLN INVESCO EXCH TRADED FD TR II 401,496 $8.4M 0.57% SOLD
5 SUMMIT HOTEL PPTYS 7,739,000 $7.7M 0.52% SOLD
6 ALLIANT ENERGY CORP 6,016,000 $6.3M 0.42% SOLD
7 KBWB INVESCO EXCH TRADED FD TR II 65,596 $5.5M 0.38% SOLD
8 ITRON INC 5,391,000 $5.3M 0.36% SOLD
9 PENNYMAC CORP 5,212,000 $5.2M 0.35% SOLD
10 JBBB JANUS DETROIT STR TR 82,088 $3.9M 0.27% SOLD
11 BENTLEY SYS INC 4,000,000 $3.8M 0.26% SOLD
12 DAYFORCE INC 3,450,000 $3.4M 0.23% SOLD
13 SPOTIFY USA INC 2,790,000 $3.2M 0.21% SOLD
14 EVOLENT HEALTH INC 4,500,000 $3.0M 0.20% SOLD
15 APPLIED OPTOELECTRONICS INC 2,250,000 $2.6M 0.17% SOLD
16 PELOTON INTERACTIVE INC 1,502,000 $2.5M 0.17% SOLD
17 ENPHASE ENERGY INC 2,500,000 $2.5M 0.17% SOLD
18 HAEMONETICS CORP MASS 2,500,000 $2.5M 0.17% SOLD
19 MITEK SYS INC 2,249,000 $2.2M 0.15% SOLD
20 FUBOTV INC 1,901,000 $1.9M 0.13% SOLD
Page 1 of 3  ·  44 positions
Sector Allocation
Technology 33.6%
Financial Services 23.6%
Communication Services 12.0%
Consumer Cyclical 10.9%
Consumer Defensive 6.1%
Healthcare 5.6%
Industrials 5.1%
Energy 3.1%