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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 51 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 ATRO ASTRONICS CORP COM Industrials 51.0 $3K 0.00% NEW $54.24 +62.5%
1002 BCPC BALCHEM CORP COM Basic Materials 18.0 $3K 0.00% NEW $153.33 +2.4%
1003 TREX TREX CO INC COM Industrials 78.0 $3K 0.00% NEW $35.08 +21.3%
1004 AXS AXIS CAP HLDGS LTD SHS Financial Services 25.0 $3K 0.00% NEW $108.88 -12.3%
1005 ANDE ANDERSONS INC COM Consumer Defensive 51.0 $3K 0.00% NEW $53.18 +32.0%
1006 CMDB COSTAMARE BULKERS HLDGS LTD COM SHS Industrials 176.0 $3K 0.00% NEW $15.41 +6.5%
1007 INDB INDEPENDENT BK CORP MASS COM Financial Services 37.0 $3K 0.00% NEW $73.22 +8.2%
1008 RDN RADIAN GROUP INC COM Financial Services 75.0 $3K 0.00% NEW $36.03 -4.3%
1009 LECO LINCOLN ELEC HLDGS INC COM Industrials 11.0 $3K 0.00% NEW $244.91 +5.5%
1010 CFFN CAPITOL FED FINL INC COM Financial Services 391.0 $3K 0.00% NEW $6.82 +14.1%
1011 ALGN ALIGN TECHNOLOGY INC COM Healthcare 17.0 $3K 0.00% NEW $156.18 +11.9%
1012 HAS HASBRO INC COM Consumer Cyclical 32.0 $3K 0.00% NEW $82.00 +5.2%
1013 ESNT ESSENT GROUP LTD COM Financial Services 40.0 $3K 0.00% NEW $65.42 -10.8%
1014 UEC URANIUM ENERGY CORP COM Energy 224.0 $3K 0.00% NEW $11.68 +16.7%
1015 TNYA TENAYA THERAPEUTICS INC COM Healthcare 3,673.0 $3K 0.00% NEW $0.71 +15.2%
1016 VSH VISHAY INTERTECHNOLOGY INC COM Technology 180.0 $3K 0.00% NEW $14.46 +267.9%
1017 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 31.0 $3K 0.00% NEW $82.23 -23.5%
1018 BKD BROOKDALE SR LIVING INC COM Healthcare 236.0 $3K 0.00% NEW $10.79 +21.1%
1019 BCC BOISE CASCADE CO DEL COM Basic Materials 35.0 $3K 0.00% NEW $72.57 -3.1%
1020 SINCLAIR INC CL A 165.0 $3K 0.00% NEW $15.32
Page 51 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%