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Portfolio (Quarterly) Guide ↗

AXQ CAPITAL, LP

· CIK 0001916908
13F Portfolio $777M AUM 973 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 618 New 231 Added 124 Reduced 347 Exited
Page 11 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 PPL PPL CORP Utilities 8,255 $289K 0.07% SOLD
202 WBD WARNER BROS DISCOVERY INC Communication Services 9,868 $284K 0.06% SOLD
203 MTN VAIL RESORTS INC Consumer Cyclical 2,140 $284K 0.06% SOLD
204 MTB M & T BK CORP Financial Services 1,407 $283K 0.06% SOLD
205 HROW HARROW INC Healthcare 5,766 $283K 0.06% SOLD
206 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 11,575 $281K 0.06% SOLD
207 RELY REMITLY GLOBAL INC Technology 20,184 $279K 0.06% SOLD
208 ADNT ADIENT PLC Consumer Cyclical 14,513 $278K 0.06% SOLD
209 TRVI TREVI THERAPEUTICS INC Healthcare 22,204 $278K 0.06% SOLD
210 CMP COMPASS MINERALS INTL INC Basic Materials 14,003 $275K 0.06% SOLD
211 FNF FIDELITY NATIONAL FINANCIAL Financial Services 5,031 $275K 0.06% SOLD
212 BLMN BLOOMIN BRANDS INC Consumer Cyclical 44,431 $274K 0.06% SOLD
213 NDSN NORDSON CORP Industrials 1,137 $273K 0.06% SOLD
214 WDFC WD 40 CO Basic Materials 1,384 $273K 0.06% SOLD
215 KEX KIRBY CORP Industrials 2,446 $270K 0.06% SOLD
216 MDLZ MONDELEZ INTL INC Consumer Defensive 4,948 $266K 0.06% SOLD
217 SBUX STARBUCKS CORP Consumer Cyclical 3,151 $265K 0.06% SOLD
218 MHO M/I HOMES INC Consumer Cyclical 2,071 $265K 0.06% SOLD
219 GEO GEO GROUP INC NEW Industrials 16,328 $263K 0.06% SOLD
220 SKYW SKYWEST INC Industrials 2,583 $259K 0.06% SOLD
Page 11 of 18  ·  347 positions
Sector Allocation
Financial Services 17.6%
Technology 17.3%
Healthcare 13.2%
Industrials 13.1%
Consumer Cyclical 10.4%
Utilities 6.4%
Consumer Defensive 6.2%
Energy 4.8%
Communication Services 4.7%
Basic Materials 4.7%