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Portfolio (Quarterly) Guide ↗

Entropy Technologies, LP

· CIK 0001976151
13F Portfolio $2.2B AUM 857 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 369 New 286 Added 199 Reduced 361 Exited
Page 34 of 43  ·  857 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 INDB INDEPENDENT BANK ORD Financial Services 4,616.0 $347K 0.02% NEW $75.21 +6.2%
662 DORM DORMAN PRODUCTS ORD Consumer Cyclical 3,305.0 $345K 0.02% +1K +64.8% $104.36 +15.3%
663 CALX CALIX NETWORKS ORD Technology 7,016.0 $344K 0.02% NEW $48.99 -17.7%
664 ORRF ORRSTOWN FINANCIAL SERVICES ORD Financial Services 9,487.0 $342K 0.02% NEW $36.08 +2.9%
665 CXW CORECIVIC REIT ORD Real Estate 18,099.0 $342K 0.02% NEW $18.91 +12.1%
666 SONO SONOS ORD Technology 25,506.0 $342K 0.02% +491.0 +2.0% $13.40 +21.1%
667 PAY PAYMENTUS HOLDINGS CL A ORD Technology 13,452.0 $342K 0.02% +4K +44.5% $25.40 -8.5%
668 LC LENDINGCLUB ORD Financial Services 23,810.0 $341K 0.02% NEW $14.32 +12.8%
669 CTSH COGNIZANT TECHNOLOGY SOLUTN CL A ORD Technology 5,547.0 $340K 0.02% NEW $61.35 -15.6%
670 HTFL HEARTFLOW ORD Healthcare 13,875.0 $338K 0.02% NEW $24.33 +16.7%
671 LPX LOUISIANA PACIFIC ORD Basic Materials 4,633.0 $337K 0.02% -14K -75.2% $72.75 +1.0%
672 TFX TELEFLEX ORD Healthcare 2,793.0 $334K 0.01% -6K -66.7% $119.61 +10.3%
673 TENB TENABLE HOLDINGS ORD Technology 19,733.0 $334K 0.01% -208.0 -1.0% $16.92 +52.6%
674 LAZ LAZARD ORD Financial Services 7,851.0 $334K 0.01% -8K -51.4% $42.48 +15.2%
675 HESM HESS MIDSTREAM CL A ORD Energy 8,567.0 $333K 0.01% NEW $38.87 +1.8%
676 NHC NATIONAL HEALTHCARE ORD Healthcare 2,085.0 $333K 0.01% NEW $159.70 +19.0%
677 STAG STAG INDUSTRIAL REIT ORD Real Estate 9,174.0 $331K 0.01% NEW $36.06 +6.8%
678 PRGO PERRIGO ORD Healthcare 30,797.0 $331K 0.01% +19K +154.9% $10.74 +0.6%
679 NKTR NEKTAR THERAPEUTICS ORD Healthcare 4,591.0 $330K 0.01% NEW $71.95 -8.9%
680 FFIC FLUSHING FINANCIAL ORD Financial Services 21,459.0 $330K 0.01% NEW $15.36 +5.2%
Page 34 of 43  ·  857 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 17.4%
Financial Services 16.2%
Technology 14.8%
Healthcare 11.1%
Consumer Cyclical 9.6%
Consumer Defensive 7.0%
Energy 6.1%
Basic Materials 5.4%
Utilities 4.6%
Real Estate 4.5%