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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 33 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 74.0 $17K 0.01% NEW $223.05 +0.6%
642 AZZ AZZ INC COM Industrials 153.0 $16K 0.01% NEW $107.18 +25.8%
643 HOMETRUST BANCSHARES INC COM 380.0 $16K 0.01% NEW $42.94
644 WING WINGSTOP INC COM Consumer Cyclical 68.0 $16K 0.01% NEW $238.65 -34.4%
645 ATO ATMOS ENERGY CORP COM Utilities 97.0 $16K 0.01% NEW $167.23 +1.6%
646 MCS MARCUS CORP DEL COM Communication Services 1,037.0 $16K 0.01% NEW $15.51 +22.6%
647 KFRC KFORCE INC COM Industrials 518.0 $16K 0.01% NEW $30.91 +51.5%
648 IONQ IONQ INC COM Technology 355.0 $16K 0.01% NEW $44.87 +54.0%
649 KEX KIRBY CORP COM Industrials 143.0 $16K 0.01% NEW $110.18 +27.3%
650 BIO BIO RAD LABS INC CL A Healthcare 52.0 $16K 0.01% NEW $302.98 +3.2%
651 CIVITAS RESOURCES INC COM NEW 579.0 $16K 0.01% NEW $27.11
652 BUNGE GLOBAL SA COM SHS 173.0 $15K 0.01% NEW $89.13
653 NTNX NUTANIX INC CL A Technology 298.0 $15K 0.01% NEW $51.69 +1.7%
654 MECHANICS BANCORP CL A 1,050.0 $15K 0.01% NEW $14.63
655 RPRX ROYALTY PHARMA PLC SHS CLASS A Healthcare 394.0 $15K 0.01% NEW $38.60 +42.5%
656 YEXT YEXT INC COM Technology 1,885.0 $15K 0.01% NEW $8.06 -47.8%
657 SMPL SIMPLY GOOD FOODS CO COM Consumer Defensive 750.0 $15K 0.01% NEW $20.08 -42.3%
658 WBS WEBSTER FINL CORP COM Financial Services 236.0 $15K 0.01% NEW $63.03 +15.2%
659 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 164.0 $15K 0.01% NEW $89.90 -8.0%
660 MTCH MATCH GROUP INC NEW COM Communication Services 454.0 $15K 0.01% NEW $32.30 +13.1%
Page 33 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%