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Portfolio (Quarterly) Guide ↗

Versant Capital Management, Inc

· CIK 0001735057
13F Portfolio $1.0B AUM 2,777 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 225 New 1584 Added 453 Reduced 86 Exited
Page 13 of 23  ·  453 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CPK CHESAPEAKE UTILS CORP COM Utilities 219.0 $28K 0.00% -15.0 -6.4% $126.37 +0.6%
242 EIG EMPLOYERS HOLDINGS INC Financial Services 670.0 $28K 0.00% -94.0 -12.3% $41.14 +6.6%
243 LILAK LIBERTY LATIN AMERICA LTD COM CL C Communication Services 3,054.0 $27K 0.00% -502.0 -14.1% $8.82 -7.6%
244 BKE THE BUCKLE INC Consumer Cyclical 528.0 $27K 0.00% -305.0 -36.6% $50.36 -2.8%
245 APPF APPFOLIO INC COM CL A Technology 168.0 $27K 0.00% -52.0 -23.6% $157.82 +3.8%
246 NVR NVR INC COM Consumer Cyclical 4.0 $26K 0.00% -6.0 -60.0% $6589.75 -8.3%
247 SAFT SAFETY INSURANCE GROUP IN Financial Services 352.0 $26K 0.00% -21.0 -5.6% $72.64 -0.5%
248 TPG TPG INC COM CL A Financial Services 627.0 $25K 0.00% -533.0 -46.0% $40.51 +2.9%
249 GIII G III APPAREL GROUP LTD COM Consumer Cyclical 886.0 $25K 0.00% -153.0 -14.7% $27.70 +14.4%
250 IOSP INNOSPEC INC Basic Materials 332.0 $24K 0.00% -101.0 -23.3% $73.02 +12.2%
251 MCS MARCUS CORP DEL COM Communication Services 1,387.0 $24K 0.00% -8.0 -0.6% $17.17 +8.3%
252 CAL CALERES INC COM Consumer Cyclical 2,239.0 $24K 0.00% -337.0 -13.1% $10.54 +32.4%
253 PCRX PACIRA BIOSCIENCES INC COM Healthcare 1,036.0 $23K 0.00% -76.0 -6.8% $22.60 +7.8%
254 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 553.0 $23K 0.00% -430.0 -43.7% $42.24 -9.9%
255 MHK MOHAWK INDS INC Consumer Cyclical 235.0 $23K 0.00% -823.0 -77.8% $98.46 +5.4%
256 SFM SPROUTS FARMERS MARKET, INC. Consumer Defensive 299.0 $23K 0.00% -334.0 -52.8% $77.13 +11.0%
257 CWST CASELLA WASTE SYS INC CL A Industrials 285.0 $23K 0.00% -135.0 -32.1% $79.34 +9.8%
258 AMSC AMERICAN SUPERCONDUCTOR CORP SHS NEW Industrials 665.0 $23K 0.00% -81.0 -10.9% $33.85 +56.9%
259 VNO VORNADO REALTY TRUST Real Estate 849.0 $22K 0.00% -251.0 -22.8% $25.99 +25.8%
260 LQDT LIQUIDITY SERVICES INC Consumer Cyclical 717.0 $22K 0.00% -280.0 -28.1% $30.57 +17.0%
Page 13 of 23  ·  453 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 32.3%
Financial Services 18.0%
Industrials 10.1%
Consumer Cyclical 8.8%
Healthcare 8.5%
Communication Services 5.6%
Energy 4.7%
Consumer Defensive 4.0%
Real Estate 2.7%
Utilities 2.7%