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Portfolio (Quarterly) Guide ↗

Atom Investors LP

· CIK 0001738902
13F Portfolio $1.4B AUM 641 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 331 New 163 Added 137 Reduced 246 Exited
Page 31 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,342.0 $218K 0.02% NEW $162.48 -7.7%
602 CTVA CORTEVA INC Basic Materials 2,575.0 $216K 0.01% -7K -72.1% $83.71 -5.6%
603 ALV AUTOLIV INC Consumer Cyclical 2,027.0 $213K 0.01% NEW $105.16 +14.3%
604 GIS GENERAL MILLS INC Consumer Defensive 5,621.0 $209K 0.01% NEW $37.22 -10.1%
605 METALLUS INC 12,794.0 $209K 0.01% NEW $16.34
606 CCL CARNIVAL CORP Consumer Cyclical 7,949.0 $206K 0.01% $25.88 +1.2%
607 MSC INCOME FUND INC 16,707.0 $203K 0.01% NEW $12.18
608 HFWA HERITAGE FINL CORP WASH Financial Services 7,712.0 $201K 0.01% -5K -40.9% $26.00 +4.4%
609 HELE HELEN OF TROY LTD Consumer Defensive 13,606.0 $196K 0.01% NEW $14.42 +71.9%
610 MCS MARCUS CORP DEL Communication Services 11,385.0 $195K 0.01% -5K -28.9% $17.17 +6.7%
611 FFIC FLUSHING FINL CORP Financial Services 12,580.0 $193K 0.01% NEW $15.36 +3.8%
612 PGNY PROGYNY INC Healthcare 11,258.0 $191K 0.01% -38K -76.9% $16.98 +51.0%
613 IMMR IMMERSION CORP Technology 34,297.0 $187K 0.01% -45K -56.5% $5.46 +11.4%
614 NFE NEW FORTRESS ENERGY INC Utilities 315,151.0 $186K 0.01% +258K +454.8% $0.59 +1.6%
615 STWD STARWOOD PPTY TR INC Real Estate 10,237.0 $176K 0.01% NEW $17.22 -0.5%
616 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 79,685.0 $175K 0.01% +10K +14.2% $2.20 +68.6%
617 ORC ORCHID IS CAP INC Real Estate 24,796.0 $174K 0.01% NEW $7.03 -2.8%
618 SMR NUSCALE PWR CORP Utilities 15,897.0 $172K 0.01% -40K -71.3% $10.84 -4.2%
619 WNC WABASH NATL CORP Industrials 16,995.0 $146K 0.01% -2K -9.6% $8.62 -19.3%
620 UWMC UWM HOLDINGS CORPORATION Financial Services 38,875.0 $141K 0.01% -180K -82.3% $3.62 -16.9%
Page 31 of 33  ·  641 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
Industrials 16.9%
Healthcare 15.2%
Consumer Cyclical 14.4%
Technology 14.1%
Financial Services 10.7%
Energy 6.5%
Utilities 5.6%
Basic Materials 4.9%
Consumer Defensive 4.7%
Real Estate 4.1%