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Portfolio (Quarterly) Guide ↗

Sciencast Management LP

· CIK 0001653169
13F Portfolio $785M AUM 243 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 141 New 62 Added 40 Reduced 181 Exited
Page 13 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PENN PENN ENTERTAINMENT INC Consumer Cyclical 10,020.0 $151K 0.02% NEW $15.03 +23.9%
242 MGNI MAGNITE INC Communication Services 11,704.0 $139K 0.02% NEW $11.88 +13.5%
243 LCID LUCID GROUP INC Consumer Cyclical 12,161.0 $116K 0.01% NEW $9.53 -34.8%
Page 13 of 13  ·  243 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 19.1%
Technology 18.4%
Industrials 16.8%
Consumer Cyclical 11.7%
Energy 8.3%
Healthcare 7.2%
Consumer Defensive 6.6%
Utilities 5.7%
Basic Materials 4.0%
Communication Services 2.1%