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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 56 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 222.0 $2K 0.00% NEW $7.77 +36.3%
1102 MLKN MILLERKNOLL INC COM Consumer Cyclical 94.0 $2K 0.00% NEW $18.33 -10.4%
1103 MWA MUELLER WTR PRODS INC COM SER A Industrials 72.0 $2K 0.00% NEW $23.89 +6.5%
1104 ICUI ICU MED INC COM Healthcare 12.0 $2K 0.00% NEW $142.67 -3.5%
1105 HLF HERBALIFE LTD COM SHS Consumer Defensive 132.0 $2K 0.00% NEW $12.89 -3.9%
1106 WEYS WEYCO GROUP INC COM Consumer Cyclical 55.0 $2K 0.00% NEW $30.58 +15.9%
1107 LAW CS DISCO INC COM Technology 216.0 $2K 0.00% NEW $7.76 -47.8%
1108 VNT VONTIER CORPORATION COM Technology 45.0 $2K 0.00% NEW $37.18 -23.0%
1109 BFST BUSINESS FIRST BANCSHARES INC COM Financial Services 63.0 $2K 0.00% NEW $26.14 +9.5%
1110 AVY AVERY DENNISON CORP COM Industrials 9.0 $2K 0.00% NEW $181.89 -11.4%
1111 EXTR EXTREME NETWORKS COM Technology 98.0 $2K 0.00% NEW $16.65 +57.9%
1112 ANNALY CAPITAL MANAGEMENT INC COM NEW 73.0 $2K 0.00% NEW $22.36
1113 GAP GAP INC COM Consumer Cyclical 63.0 $2K 0.00% NEW $25.60 -18.2%
1114 III INFORMATION SVCS GROUP INC COM Technology 278.0 $2K 0.00% NEW $5.78 -21.8%
1115 APTIV PLC COM SHS 21.0 $2K 0.00% NEW $76.10
1116 EXEL EXELIXIS INC COM Healthcare 36.0 $2K 0.00% NEW $43.83 +17.1%
1117 LQDT LIQUIDITY SVCS INC COM Consumer Cyclical 52.0 $2K 0.00% NEW $30.31 +19.4%
1118 PERIMETER SOLUTIONS INC COMMON STOCK 57.0 $2K 0.00% NEW $27.53
1119 RXO RXO INC COMMON STOCK Industrials 123.0 $2K 0.00% NEW $12.64 +101.1%
1120 LNKB LINKBANCORP INC COM Financial Services 188.0 $2K 0.00% NEW $8.26 +5.2%
Page 56 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%