Fund HoldingsFOX RUN MANAGEMENT, L.L.C.

Total Portfolio Value
$550.68M
Total Bought
$380.90M
Total Sold
$281.56M
Net Transaction
+$99.34M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR FINL ETF
0111,700+111,70005,3980.98%+5,398
ISHARES TR042,700+42,70003,9740.72%+3,974
FREEPORT-MCMORAN INC(FCX)074,438+74,43802,8350.51%+2,835
CORNING INC(GLW)054,183+54,18302,5750.47%+2,575
DEVON ENERGY CORP NEW(DVN)077,133+77,13302,5250.46%+2,525
INTERNATIONAL BUSINESS MACHS(IBM)011,196+11,19602,4610.45%+2,461
NETAPP INC(NTAP)017,696+17,69602,0540.37%+2,054
NEXTERA ENERGY PARTNERS LP(XIFR)0113,461+113,46102,0200.37%+2,020
L3HARRIS TECHNOLOGIES INC(LHX)09,242+9,24201,9430.35%+1,943
WENDYS CO(WEN)0117,845+117,84501,9210.35%+1,921
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)028,779+28,77902,2130.40%+2,213
SPROUTS FMRS MKT INC(SFM)015,887+15,88702,0190.37%+2,019
VALVOLINE INC(VVV)056,340+56,34002,0380.37%+2,038
VARONIS SYS INC(VRNS)038,790+38,79001,7230.31%+1,723
SEA LTD(SE)016,181+16,18101,7170.31%+1,717
ZSCALER INC(ZS)09,260+9,26001,6710.30%+1,671
PAYPAL HLDGS INC(PYPL)025,243+25,24302,1540.39%+2,154
UNITED RENTALS INC(URI)02,353+2,35301,6580.30%+1,658
MSCI INC(MSCI)02,749+2,74901,6490.30%+1,649
EXTREME NETWORKS(EXTR)096,511+96,51101,6160.29%+1,616
GEN DIGITAL INC(GEN)058,343+58,34301,5970.29%+1,597
ENCOMPASS HEALTH CORP(EHC)017,240+17,24001,5920.29%+1,592
CAMPING WORLD HLDGS INC075,457+75,45701,5910.29%+1,591
ALKERMES PLC(ALKS)066,862+66,86201,9230.35%+1,923
THE TRADE DESK INC(TTD)015,963+15,96301,8760.34%+1,876
GE AEROSPACE(GE)09,132+9,13201,5230.28%+1,523
AZEK CO INC031,859+31,85901,5120.27%+1,512
EDISON INTL(EIX)018,661+18,66101,4900.27%+1,490
ASTRAZENECA PLC(AZN)022,614+22,61401,4820.27%+1,482
BLOCK INC(XYZ)017,302+17,30201,4700.27%+1,470
QUANTA SVCS INC04,622+4,62201,4610.27%+1,461
BIO-TECHNE CORP(TECH)020,085+20,08501,4470.26%+1,447
HASBRO INC(HAS)032,457+32,45701,8150.33%+1,815
VERISK ANALYTICS INC(VRSK)05,164+5,16401,4220.26%+1,422
COCA COLA CO(KO)022,521+22,52101,4020.25%+1,402
INTRA-CELLULAR THERAPIES INC016,667+16,66701,3920.25%+1,392
DXC TECHNOLOGY CO(DXC)069,195+69,19501,3830.25%+1,383
META PLATFORMS INC(META)02,357+2,35701,3800.25%+1,380
OKTA INC(OKTA)022,517+22,51701,7740.32%+1,774
BECTON DICKINSON & CO(BDX)05,948+5,94801,3490.25%+1,349
EQT CORP(EQT)036,186+36,18601,6690.30%+1,669
BOISE CASCADE CO DEL(BCC)011,087+11,08701,3180.24%+1,318
COPART INC(CPRT)022,943+22,94301,3170.24%+1,317
DELTA AIR LINES INC DEL(DAL)021,679+21,67901,3120.24%+1,312
PARSONS CORP DEL(PSN)017,884+17,88401,6500.30%+1,650
CENTERPOINT ENERGY INC(CNP)040,970+40,97001,3000.24%+1,300
SUPERNUS PHARMACEUTICALS INC(SUPN)035,900+35,90001,2980.24%+1,298
BERKLEY W R CORP026,059+26,05901,5250.28%+1,525
NICE LTD(NICE)07,561+7,56101,2840.23%+1,284
MACOM TECH SOLUTIONS HLDGS I(MTSI)09,848+9,84801,2790.23%+1,279
AXON ENTERPRISE INC(AXON)02,835+2,83501,6850.31%+1,685
LOGITECH INTL S A
SHS
015,378+15,37801,2660.23%+1,266
BUNGE GLOBAL SA(BG)016,274+16,27401,2650.23%+1,265
LAM RESEARCH CORP(LRCX)017,378+17,37801,2550.23%+1,255
YETI HLDGS INC(YETI)032,594+32,59401,2550.23%+1,255
BJS WHSL CLUB HLDGS INC(BJ)014,009+14,00901,2520.23%+1,252
PINNACLE WEST CAP CORP(PNW)014,710+14,71001,2470.23%+1,247
GLOBAL SHIP LEASE INC NEW
COM CL A
056,720+56,72001,2380.22%+1,238
SCHWAB CHARLES CORP(SCHW)016,662+16,66201,2330.22%+1,233
TECHNIPFMC PLC(FTI)042,609+42,60901,2330.22%+1,233
INGERSOLL RAND INC(IR)013,499+13,49901,2210.22%+1,221
MARTIN MARIETTA MATLS INC(MLM)02,357+2,35701,2170.22%+1,217
SMUCKER J M CO(SJM)010,904+10,90401,2010.22%+1,201
ZOETIS INC(ZTS)09,148+9,14801,4900.27%+1,490
SEADRILL 2021 LTD(SDRL)030,764+30,76401,1980.22%+1,198
OMEGA HEALTHCARE INVS INC(OHI)031,336+31,33601,1860.22%+1,186
CHENIERE ENERGY INC(LNG)5,3629,923+4,5619642,1320.39%+1,168
WYNN RESORTS LTD(WYNN)013,459+13,45901,1600.21%+1,160
INDEPENDENCE RLTY TR INC(IRT)058,239+58,23901,1550.21%+1,155
MORNINGSTAR INC(MORN)04,811+4,81101,6200.29%+1,620
EVERSOURCE ENERGY(ES)020,051+20,05101,1520.21%+1,152
ALIGN TECHNOLOGY INC05,476+5,47601,1420.21%+1,142
BANK NEW YORK MELLON CORP014,850+14,85001,1410.21%+1,141
OREILLY AUTOMOTIVE INC(ORLY)0957+95701,1350.21%+1,135
ROPER TECHNOLOGIES INC(ROP)02,166+2,16601,1260.20%+1,126
APPLIED MATLS INC06,885+6,88501,1200.20%+1,120
YUM BRANDS INC(YUM)08,206+8,20601,1010.20%+1,101
SENTINELONE INC(S)049,579+49,57901,1010.20%+1,101
STANLEY BLACK & DECKER INC(SWK)013,708+13,70801,1010.20%+1,101
AERCAP HOLDINGS NV(AER)013,993+13,99301,3390.24%+1,339
TETRA TECH INC NEW(TTEK)026,740+26,74001,0650.19%+1,065
CIVITAS RESOURCES INC023,218+23,21801,0650.19%+1,065
KITE RLTY GROUP TR(KRG)041,916+41,91601,0580.19%+1,058
GODADDY INC(GDDY)05,345+5,34501,0550.19%+1,055
ASPEN AEROGELS INC087,573+87,57301,0400.19%+1,040
ENSIGN GROUP INC(ENSG)010,305+10,30501,3690.25%+1,369
ZETA GLOBAL HOLDINGS CORP(ZETA)057,118+57,11801,0280.19%+1,028
FLUOR CORP NEW(FLR)020,824+20,82401,0270.19%+1,027
BIO RAD LABS INC03,122+3,12201,0260.19%+1,026
WHEATON PRECIOUS METALS CORP(WPM)018,203+18,20301,0240.19%+1,024
SKYWEST INC(SKYW)021,346+21,34602,1370.39%+2,137
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
011,807+11,80701,0190.19%+1,019
WOODWARD INC(WWD)09,416+9,41601,5670.28%+1,567
TARGA RES CORP(TRGP)05,662+5,66201,0110.18%+1,011
SELECTIVE INS GROUP INC(SIGI)010,780+10,78001,0080.18%+1,008
KEYSIGHT TECHNOLOGIES INC(KEYS)06,226+6,22601,0000.18%+1,000
TAYLOR MORRISON HOME CORP(TMHC)016,210+16,21009920.18%+992
SPX TECHNOLOGIES INC06,803+6,80309900.18%+990
COUPANG INC(CPNG)071,883+71,88301,5800.29%+1,580
ICICI BANK LIMITED(IBN)046,099+46,09901,3770.25%+1,377
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