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Portfolio (Quarterly) Guide ↗

Torren Management, LLC

· CIK 0002096203
13F Portfolio $196M AUM 1,475 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 1475 New
Page 15 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FNF FIDELITY NATIONAL FINANCIAL IN COM SHS Financial Services 1,053.0 $57K 0.03% NEW $54.58 -12.9%
282 RUSHA RUSH ENTERPRISES INC CL A Consumer Cyclical 1,063.0 $57K 0.03% NEW $53.94 +31.7%
283 NSC NORFOLK SOUTHN CORP COM Industrials 198.0 $57K 0.03% NEW $288.33 +6.8%
284 PCAR PACCAR INC COM Industrials 515.0 $56K 0.03% NEW $109.54 +2.4%
285 GVA GRANITE CONSTR INC COM Industrials 487.0 $56K 0.03% NEW $115.24 +19.1%
286 TER TERADYNE INC COM Technology 288.0 $56K 0.03% NEW $193.60 +97.6%
287 PEGA PEGASYSTEMS INC COM Technology 932.0 $56K 0.03% NEW $59.73 -43.3%
288 UNFI UNITED NAT FOODS INC COM Consumer Defensive 1,652.0 $56K 0.03% NEW $33.67 +54.3%
289 CVLT COMMVAULT SYS INC COM Technology 441.0 $55K 0.03% NEW $125.36 -11.7%
290 ROP ROPER TECHNOLOGIES INC COM Industrials 124.0 $55K 0.03% NEW $445.23 -28.2%
291 HIPPO HLDGS INC COM NEW 1,827.0 $55K 0.03% NEW $30.08
292 FOXA FOX CORP CL A COM Communication Services 750.0 $55K 0.03% NEW $73.09 -9.9%
293 DINO HF SINCLAIR CORP COM Energy 1,186.0 $55K 0.03% NEW $46.07 +48.2%
294 UVE UNIVERSAL INS HLDGS INC COM Financial Services 1,594.0 $54K 0.03% NEW $33.81 +12.9%
295 EOG EOG RES INC COM Energy 511.0 $54K 0.03% NEW $105.09 +28.1%
296 CW CURTISS WRIGHT CORP COM Industrials 97.0 $53K 0.03% NEW $551.38 +35.6%
297 MTDR MATADOR RES CO COM Energy 1,260.0 $53K 0.03% NEW $42.43 +26.9%
298 CRWD CROWDSTRIKE HLDGS INC CL A Technology 114.0 $53K 0.03% NEW $468.76 +43.1%
299 IRTC IRHYTHM HOLDINGS INC COM Healthcare 301.0 $53K 0.03% NEW $177.44 -34.8%
300 WTFC WINTRUST FINL CORP COM Financial Services 381.0 $53K 0.03% NEW $139.85 +7.8%
Page 15 of 74  ·  1,475 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 26.9%
Financial Services 17.1%
Industrials 12.8%
Consumer Cyclical 10.8%
Healthcare 10.6%
Communication Services 7.9%
Energy 4.5%
Utilities 3.3%
Consumer Defensive 3.2%
Basic Materials 2.7%