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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 61 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 VC VISTEON CORP COM NEW Consumer Cyclical 10.0 $955.0 NEW $95.50 +25.0%
1202 CALX CALIX INC COM Technology 18.0 $953.0 NEW $52.94 -25.5%
1203 FLYW FLYWIRE CORPORATION COM VTG Technology 67.0 $949.0 NEW $14.16 +14.8%
1204 CAL CALERES INC COM Consumer Cyclical 78.0 $946.0 NEW $12.13 +19.7%
1205 DSP VIANT TECHNOLOGY INC COM CL A Technology 78.0 $939.0 NEW $12.04 -2.5%
1206 LNC LINCOLN NATL CORP IND COM Financial Services 21.0 $935.0 NEW $44.52 -20.2%
1207 PLUG PLUG POWER INC COM NEW Industrials 474.0 $934.0 NEW $1.97 +95.9%
1208 PAYSAFE LIMITED SHS 115.0 $930.0 NEW $8.09
1209 CWT CALIFORNIA WTR SVC GROUP COM Utilities 21.0 $915.0 NEW $43.57 +3.3%
1210 BCAL CALIFORNIA BANCORP COM Financial Services 49.0 $915.0 NEW $18.67 +1.9%
1211 PRLB PROTO LABS INC COM Industrials 18.0 $911.0 NEW $50.61 +48.6%
1212 BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A Utilities 20.0 $908.0 NEW $45.40 -8.8%
1213 ESCA ESCALADE INC COM Consumer Cyclical 67.0 $907.0 NEW $13.54 +41.7%
1214 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 3.0 $907.0 NEW $302.33 +3.0%
1215 OVV OVINTIV INC COM Energy 23.0 $907.0 NEW $39.43 +41.9%
1216 PMT PENNYMAC MTG INVT TR COM Real Estate 72.0 $904.0 NEW $12.56 -16.2%
1217 LGIH LGI HOMES INC COM Consumer Cyclical 21.0 $902.0 NEW $42.95 +14.6%
1218 NTLA INTELLIA THERAPEUTICS INC COM Healthcare 99.0 $890.0 NEW $8.99 +47.4%
1219 CNTY CENTURY CASINOS INC COM Consumer Cyclical 667.0 $887.0 NEW $1.33 +1.8%
1220 DCI DONALDSON INC COM Industrials 10.0 $887.0 NEW $88.70 -7.3%
Page 61 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%