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Portfolio (Quarterly) Guide ↗

CREDIT INDUSTRIEL ET COMMERCIAL

· CIK 0001274419
13F Portfolio $1.6B AUM 338 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 69 New 68 Added 104 Reduced 80 Exited
Page 10 of 17  ·  338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RIOT PUT RIOT PLATFORMS INC Financial Services 50,000.0 $1.4M 0.09% -35K -41.2% $27.38 -30.2%
182 SEQUANS COMMUNICATIONS S A 400,000.0 $1.4M 0.09% $3.40
183 LIBERTY LIVE HOLDINGS INC 12,852.0 $1.4M 0.09% NEW $105.64
184 BKNG BOOKING HOLDINGS INC Consumer Cyclical 7,510.0 $1.3M 0.09% +7K +2003.6% $178.24 +18.7%
185 UNF UNIFIRST CORP MASS Industrials 5,000.0 $1.3M 0.09% NEW $264.46 +8.7%
186 MS PUT MORGAN STANLEY Financial Services 6,300.0 $1.3M 0.09% +800.0 +14.6% $209.04 +3.4%
187 BIRKENSTOCK HOLDING PLC 30,000.0 $1.3M 0.08% -27K -47.4% $43.03
188 C PUT CITIGROUP INC Financial Services 9,200.0 $1.3M 0.08% -1K -12.4% $139.96 -2.0%
189 ACA ARCOSA INC Industrials 8,750.0 $1.3M 0.08% NEW $145.29 +0.0%
190 CG PUT CARLYLE GROUP INC Financial Services 30,000.0 $1.3M 0.08% NEW $42.11 +14.7%
191 FRMI FERMI INC Utilities 135,000.0 $1.2M 0.08% NEW $9.16 -34.6%
192 HPE PUT HEWLETT PACKARD ENTERPRISE C Technology 27,000.0 $1.2M 0.08% -13K -32.5% $45.11 +22.4%
193 RNA ATRIUM THERAPEUTICS INC Healthcare 89,723.0 $1.2M 0.08% +67K +290.1% $13.45 -4.1%
194 IMXI INTERNATIONAL MONEY EXPRESS Technology 83,059.0 $1.2M 0.08% -39K -31.9% $14.45 +1.5%
195 EEM ISHARES TR 17,468.0 $1.2M 0.08% -35K -66.4% $68.41 -4.3%
196 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 110,000.0 $1.2M 0.07% NEW $10.57 +5.4%
197 TEM PUT TEMPUS AI INC Healthcare 20,000.0 $1.2M 0.07% $57.93 -14.1%
198 RACE FERRARI N V Consumer Cyclical 3,084.0 $1.1M 0.07% -4K -59.2% $369.56 +12.3%
199 ALOT ASTRONOVA INC Technology 40,000.0 $1.1M 0.07% NEW $28.47 +1.4%
200 BBY PUT BEST BUY INC Consumer Cyclical 15,000.0 $1.1M 0.07% NEW $75.88 +15.7%
Page 10 of 17  ·  338 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
Financial Services 34.0%
Communication Services 17.7%
Healthcare 17.3%
Consumer Cyclical 9.7%
Industrials 5.3%
Consumer Defensive 4.3%
Technology 3.5%
Basic Materials 2.9%
Utilities 2.8%
Real Estate 2.4%