Fund Holdings — Petrus Trust Company, LTA

Total Portfolio Value
$912.68M
Total Bought
$145.07M
Total Sold
$196.75M
Net Transaction
-$51.68M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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SPDR S&P 500 ETF TR(SPY)217,340272,819+55,479134,284181,74719.91%+47,463
FAIR ISAAC CORP(FICO)015,704+15,704023,5022.58%+23,502
TAIWAN SEMICONDUCTOR MFG LTD(TSM)074,100+74,100020,6952.27%+20,695
SAP SE(SAP)85,942136,942+51,00026,13536,5924.01%+10,457
AON PLC(AON)119,585136,513+16,92842,66348,6785.33%+6,015
RANPAK HOLDINGS CORP(PACK)2,866,3562,866,356010,23316,1091.77%+5,876
KLARNA GROUP PLC(KLAR)0121,980+121,98004,4710.49%+4,471
KENVUE INC(KVUE)1,251,0001,849,912+598,91226,18330,0243.29%+3,841
MICROSOFT CORP(MSFT)149,462149,740+27874,34477,5588.50%+3,214
AUTOZONE INC(AZO)9,2148,650-56434,20437,1114.07%+2,906
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
112,137120,850+8,71320,38022,9252.51%+2,545
COSTAR GROUP INC(CSGP)327,097336,547+9,45026,29928,3943.11%+2,096
ISHARES TR187,374202,029+14,65520,53822,5202.47%+1,982
SALESFORCE INC(CRM)127,826152,116+24,29034,85736,0513.95%+1,195
PROGRESSIVE CORP(PGR)75,00085,000+10,00020,01520,9912.30%+976
ALPHABET INC(GOOG)28,06924,208-3,8614,9475,8850.64%+938
ALLY FINL INC(ALLY)010,267+10,26704020.04%+402
KARAT PACKAGING INC(KRT)015,108+15,10803810.04%+381
SPOK HLDGS INC(SPOK)021,667+21,66703740.04%+374
LEAR CORP(LEA)03,477+3,47703500.04%+350
DENTSPLY SIRONA INC(XRAY)023,269+23,26902950.03%+295
ICHOR HOLDINGS
SHS
016,675+16,67502920.03%+292
COTERRA ENERGY INC011,648+11,64802750.03%+275
PHILLIPS 66(PSX)01,994+1,99402710.03%+271
HAEMONETICS CORP MASS(HAE)05,441+5,44102650.03%+265
ALAMO GROUP INC01,352+1,35202580.03%+258
SIMULATIONS PLUS INC(SLP)016,980+16,98002560.03%+256
PBF ENERGY INC(PBF)08,322+8,32202510.03%+251
TUTOR PERINI CORP(TPC)03,783+3,78302480.03%+248
SIGA TECHNOLOGIES INC(SIGA)026,414+26,41402420.03%+242
SPRINKLR INC(CXM)031,208+31,20802410.03%+241
NASDAQ INC(NDAQ)02,711+2,71102400.03%+240
NETFLIX INC(NFLX)0199+19902390.03%+239
RED ROCK RESORTS INC(RRR)03,840+3,84002340.03%+234
APTARGROUP INC01,751+1,75102340.03%+234
GLOBAL SHIP LEASE INC NEW
COM CL A
07,618+7,61802340.03%+234
INTERNATIONAL FLAVORS&FRAGRA(IFF)03,763+3,76302320.03%+232
STURM RUGER & CO INC(RGR)05,271+5,27102290.03%+229
ARRAY DIGITAL INFRASTRUCTURE(AD)04,548+4,54802270.02%+227
DOVER CORP(DOV)01,345+1,34502240.02%+224
MATTEL INC(MAT)012,958+12,95802180.02%+218
SMITH & WESSON BRANDS INC(SWBI)022,167+22,16702180.02%+218
BLUE BIRD CORP03,704+3,70402130.02%+213
AGCO CORP01,930+1,93002070.02%+207
COUPANG INC(CPNG)06,351+6,35102050.02%+205
KROGER CO(KR)03,003+3,00302020.02%+202
GAP INC(GAP)09,377+9,37702010.02%+201
XERIS BIOPHARMA HOLDINGS INC024,351+24,35101980.02%+198
WENDYS CO(WEN)021,494+21,49401970.02%+197
THREDUP INC019,913+19,91301880.02%+188
MAXLINEAR INC(MXL)011,548+11,54801860.02%+186
ENERGY RECOVERY INC(ERII)011,643+11,64301800.02%+180
AVADEL PHARMACEUTICALS PLC011,660+11,66001780.02%+178
THERAVANCE BIOPHARMA INC(TBPH)012,047+12,04701760.02%+176
CRYOPORT INC(CYRX)018,534+18,53401760.02%+176
BW LPG LTD(BWLP)012,049+12,04901720.02%+172
STONERIDGE INC(SRI)021,883+21,88301670.02%+167
MARTEN TRANS LTD(MRTN)013,698+13,69801460.02%+146
VIEMED HEALTHCARE INC(VMD)021,436+21,43601460.02%+146
CORSAIR GAMING INC(CRSR)015,706+15,70601400.02%+140
METHODE ELECTRS INC(MEI)017,649+17,64901330.01%+133
TEEKAY CORPORATION LTD
SHS
015,976+15,97601310.01%+131
EVOLV TECHNOLOGIES HLDNGS IN(EVLV)016,556+16,55601250.01%+125
BUMBLE INC(BMBL)018,800+18,80001140.01%+114
JAZZ PHARMACEUTICALS PLC(JAZZ)1,9082,380+4722023140.03%+111
IMPERIAL PETE INC
COM NEW
022,871+22,87101090.01%+109
KINDERCARE LEARNING COMPANIE(KLC)011,632+11,6320770.01%+77
DAKOTA GOLD CORP016,227+16,2270740.01%+74
PATTERSON-UTI ENERGY INC(PTEN)014,114+14,1140730.01%+73
INNOVIVA INC(INVA)11,34416,151+4,8072282950.03%+67
TECHTARGET INC(TTGT)011,201+11,2010650.01%+65
LITTELFUSE INC(LFUS)1,2141,244+302753220.04%+47
GLOBUS MED INC(GMED)3,8464,727+8812272710.03%+44
PROPETRO HLDG CORP(PUMP)27,34836,101+8,7531631890.02%+26
TRANSOCEAN LTD(RIG)36,77236,7720951150.01%+19
ARKO CORP25,26725,26701071150.01%+9
ON24 INC
COM
10,58710,587057610.01%+3
MASTERCARD INCORPORATED(MA)68,40467,577-82738,43938,4384.21%-0
LEGGETT & PLATT INC(LEG)14,24814,24801271270.01%-1
RESOURCES CONNECTION INC(RGP)13,92113,921075700.01%-4
FORRESTER RESH INC(FORR)31,36527,441-3,9243112910.03%-20
HENRY SCHEIN INC(HSIC)3,9063,90602852590.03%-26
MIDDLEBY CORP(MIDD)2,7952,79504023720.04%-31
MARRIOTT VACATIONS WORLDWIDE(VAC)5,9725,97204323970.04%-34
MARQETA INC(MQ)35,25631,950-3,3062061690.02%-37
LINDBLAD EXPEDITIONS HLDGS I(LIND)15,50110,952-4,5491811400.02%-41
PAYONEER GLOBAL INC(PAYO)26,49121,409-5,0821811300.01%-52
ENNIS INC(EBF)21,82818,661-3,1673963410.04%-55
ALIGHT INC(ALIT)26,50826,5080150860.01%-64
BANK OF NT BUTTERFIELD&SON L
SHS NEW
9,9408,756-1,1844403760.04%-64
AVANOS MED INC16,29610,900-5,3961991260.01%-73
FLEX LNG LTD(FLNG)13,8499,032-4,8173042280.02%-77
COLUMBUS MCKINNON CORP N Y(CMCO)22,89718,700-4,1973502680.03%-81
GANNETT CO INC(TDAY)22,8630-22,863820—-82
THE REAL BROKERAGE INC(REAX)70,86056,760-14,1003202370.03%-82
HNI CORP(HNI)6,6055,110-1,4953252390.03%-85
NLIGHT INC(LASR)15,1637,179-7,9842982130.02%-86
GOLDEN ENTMT INC10,1628,971-1,1912992120.02%-88
XOMETRY INC(XMTR)9,7264,306-5,4203292350.03%-94
FIRST ADVANTAGE CORP NEW(FA)16,26211,302-4,9602701740.02%-96
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Petrus Trust Company, LTA — 13F Holdings — Q3 2025 | TickerTrail