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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 58 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 CENT CENTRAL GARDEN & PET CO COM Consumer Defensive 42.0 $1K 0.00% NEW $32.14 +21.4%
1142 UBSI UNITED BANKSHARES INC WEST VA COM Financial Services 35.0 $1K 0.00% NEW $38.51 +13.2%
1143 TMDX TRANSMEDICS GROUP INC COM Healthcare 11.0 $1K 0.00% NEW $121.64 -45.0%
1144 PARR PAR PAC HOLDINGS INC COM NEW Energy 38.0 $1K 0.00% NEW $35.13 +63.4%
1145 SMTC SEMTECH CORP COM Technology 18.0 $1K 0.00% NEW $73.67 +109.2%
1146 RUN SUNRUN INC COM Energy 72.0 $1K 0.00% NEW $18.40 -12.4%
1147 ADT ADT INC DEL COM Industrials 163.0 $1K 0.00% NEW $8.07 -16.1%
1148 MBIN MERCHANTS BANCORP IND COM Financial Services 38.0 $1K 0.00% NEW $34.05 +39.2%
1149 CHE CHEMED CORP NEW COM Healthcare 3.0 $1K 0.00% NEW $430.67 +2.6%
1150 DIEBOLD NIXDORF INC COM SHS 19.0 $1K 0.00% NEW $67.89
1151 CFR CULLEN FROST BANKERS INC COM Financial Services 10.0 $1K 0.00% NEW $126.60 +7.3%
1152 VSTS VESTIS CORPORATION COM SHS Industrials 190.0 $1K 0.00% NEW $6.66 +90.9%
1153 LEA LEAR CORP COM NEW Consumer Cyclical 11.0 $1K 0.00% NEW $114.73 +26.8%
1154 TSN TYSON FOODS INC CL A Consumer Defensive 21.0 $1K 0.00% NEW $59.33 +3.6%
1155 VRNS VARONIS SYS INC COM Technology 38.0 $1K 0.00% NEW $32.79 +1.0%
1156 SLB SLB LIMITED COM STK Energy 32.0 $1K 0.00% NEW $38.72 +42.3%
1157 ALKS ALKERMES PLC SHS Healthcare 44.0 $1K 0.00% NEW $27.98 +51.2%
1158 EPAM EPAM SYS INC COM Technology 6.0 $1K 0.00% NEW $204.83 -49.8%
1159 GTES GATES INDL CORP PLC ORD SHS Industrials 57.0 $1K 0.00% NEW $21.47 +19.0%
1160 SHC SOTERA HEALTH CO COM Healthcare 69.0 $1K 0.00% NEW $17.64 -10.9%
Page 58 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%