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Portfolio (Quarterly) Guide ↗

Lombard Odier Asset Management (USA) Corp

· CIK 0001491719
13F Portfolio $957M AUM 263 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 150 New 30 Added 48 Reduced 100 Exited
Page 6 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BBWI BATH & BODY WORKS INC Consumer Cyclical 14,332.0 $268K 0.03% NEW $18.67 -7.2%
102 DBX DROPBOX INC Technology 11,724.0 $266K 0.03% NEW $22.72 +19.9%
103 TSN TYSON FOODS INC Consumer Defensive 4,135.0 $265K 0.03% NEW $64.07 +3.8%
104 KNSL KINSALE CAP GROUP INC Financial Services 768.0 $262K 0.03% NEW $341.66 -8.7%
105 ECL ECOLAB INC Basic Materials 972.0 $259K 0.03% NEW $266.02 -6.0%
106 CPNG COUPANG INC Consumer Cyclical 13,676.0 $258K 0.03% NEW $18.88 -16.7%
107 SUNC SUNOCOCORP LLC Energy 4,112.0 $254K 0.03% NEW $61.65 +16.5%
108 CNC CENTENE CORP DEL Healthcare 7,681.0 $251K 0.03% NEW $32.74 +76.5%
109 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 4,015.0 $251K 0.03% NEW $62.42 +1.0%
110 SBRA SABRA HEALTH CARE REIT INC Real Estate 13,027.0 $251K 0.03% NEW $19.23 +9.5%
111 URBN URBAN OUTFITTERS INC Consumer Cyclical 3,936.0 $249K 0.03% NEW $63.35 +13.1%
112 IT GARTNER INC Technology 1,572.0 $249K 0.03% NEW $158.34 -0.7%
113 DUOL DUOLINGO INC Technology 2,513.0 $248K 0.03% NEW $98.57 +7.2%
114 EOG EOG RES INC Energy 1,707.0 $247K 0.03% NEW $144.57 -3.2%
115 LYFT LYFT INC Technology 18,366.0 $244K 0.03% NEW $13.30 +1.4%
116 F FORD MTR CO Consumer Cyclical 21,031.0 $243K 0.03% NEW $11.54 +18.5%
117 FERG FERGUSON ENTERPRISES INC Industrials 1,038.0 $242K 0.03% NEW $233.26 -4.1%
118 OMC OMNICOM GROUP INC Communication Services 3,197.0 $241K 0.03% NEW $75.31 -2.0%
119 PAYX PAYCHEX INC Industrials 2,612.0 $241K 0.03% NEW $92.12 +2.3%
120 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 7,761.0 $239K 0.03% NEW $30.85 -2.3%
Page 6 of 8  ·  150 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
Consumer Cyclical 25.0%
Industrials 21.3%
Technology 14.0%
Energy 8.1%
Healthcare 7.5%
Financial Services 7.1%
Communication Services 5.9%
Basic Materials 4.9%
Utilities 2.2%
Consumer Defensive 2.1%