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Portfolio (Quarterly) Guide ↗

Byrne Asset Management LLC

· CIK 0001911322
13F Portfolio $185M AUM 594 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 73 New 89 Added 190 Reduced 48 Exited
Page 9 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UBS GROUP AG F 130.0 $6K 0.00% -150.0 -53.6% $49.56
162 ATAT ATOUR LIFESTYLE HLDGS FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS Consumer Cyclical 200.0 $6K 0.00% -250.0 -55.6% $31.80 +9.3%
163 CRL CHARLES RIV LABORATORIES Healthcare 28.0 $6K 0.00% -10.0 -26.3% $226.79 +30.2%
164 HMY HARMONY GOLD MNG LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS Basic Materials 400.0 $6K 0.00% -400.0 -50.0% $15.21 +54.8%
165 FORTUNA MNG CORP F 700.0 $6K 0.00% -1K -58.8% $8.45
166 HBM HUDBAY MINERALS INC F Basic Materials 250.0 $6K 0.00% -550.0 -68.8% $23.61 +27.3%
167 SHAK SHAKE SHACK INC CLASS A Consumer Cyclical 100.0 $6K 0.00% -100.0 -50.0% $56.02 +35.3%
168 ELDORADO GOLD CP F 180.0 $6K 0.00% -270.0 -60.0% $31.09
169 TIMB TIM SA ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS Communication Services 250.0 $5K 0.00% -240.0 -49.0% $21.42 -16.7%
170 H WORLD GROUP LIMITE A FUNSPONSORED ADR 1 ADR REPS 10 ORD SHS 120.0 $5K 0.00% -150.0 -55.6% $41.72
171 RRC RANGE RES CORP Energy 130.0 $5K 0.00% -200.0 -60.6% $37.19 +10.4%
172 LULU LULULEMON ATHLETICA INC Consumer Cyclical 42.0 $5K 0.00% -5.0 -10.6% $114.19 +6.0%
173 EOG EOG RES INC Energy 36.0 $5K 0.00% -8.0 -18.2% $129.72 +18.0%
174 YMM FULL TRUCK ALLIANCE CO FUNSPONSORED ADR 1 ADR REPS 20 ORD SHS Technology 570.0 $5K 0.00% -800.0 -58.4% $8.12 +8.0%
175 FEDERAL NATL MTG ASSN 700.0 $5K 0.00% -200.0 -22.2% $6.51
176 EQT EQT CORP Energy 85.0 $5K 0.00% -130.0 -60.5% $53.16 +1.0%
177 CARR CARRIER GLOBAL CORP Industrials 58.0 $4K 0.00% -22.0 -27.5% $73.34 -17.7%
178 WDAY WORKDAY INC CLASS A Technology 33.0 $4K 0.00% -90.0 -73.2% $122.42 +63.4%
179 VIPS VIPSHOP HLDGS LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS Consumer Cyclical 300.0 $4K 0.00% -500.0 -62.5% $13.26 +9.6%
180 ORLA ORLA MNG LTD NEW F Basic Materials 400.0 $4K 0.00% -500.0 -55.6% $9.79 -3.6%
Page 9 of 10  ·  190 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 38.6%
Financial Services 14.8%
Healthcare 9.6%
Consumer Cyclical 8.8%
Industrials 8.1%
Communication Services 5.4%
Consumer Defensive 4.2%
Utilities 3.6%
Energy 3.0%
Basic Materials 2.7%