Fund Holdings1492 Capital Management LLC

Total Portfolio Value
$155.26M
Total Bought
$27.94M
Total Sold
$40.44M
Net Transaction
-$12.50M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
JEFFERIES FINL GROUP INC(JEF)061,138+61,13802,2391.44%+2,239
STIFEL FINL CORP(SF)14,87146,586+31,7158872,8621.84%+1,975
HIGHPEAK ENERGY INC(HPK)65,468154,951+89,4837122,6161.68%+1,903
CALLON PETE CO DEL043,068+43,06801,6851.09%+1,685
EARTHSTONE ENERGY INC256,678253,550-3,1283,6685,1323.31%+1,464
MATRIX SVC CO149,912198,839+48,9278832,3461.51%+1,463
HAYNES INTL INC029,533+29,53301,3740.88%+1,374
AMKOR TECHNOLOGY INC051,563+51,56301,1650.75%+1,165
ARCBEST CORP(ARCB)010,502+10,50201,0680.69%+1,068
SM ENERGY CO(SM)0137,036+137,0364,3805,4333.50%+1,053
ENGAGESMART INC055,236+55,23609940.64%+994
SIMILARWEB LTD0150,750+150,75009770.63%+977
PIPER SANDLER COMPANIES06,331+6,33109200.59%+920
EXLSERVICE HOLDINGS INC(EXLS)032,276+32,27609050.58%+905
AVITA MEDICAL INC061,782+61,78209030.58%+903
CARPENTER TECHNOLOGY CORP(CRS)87,42586,148-1,2774,9075,7903.73%+883
KOHLS CORP(KSS)038,400+38,40008050.52%+805
GRID DYNAMICS HLDGS INC273,830269,038-4,7922,5333,2772.11%+744
SHARKNINJA INC(SN)013,691+13,69106350.41%+635
POWERSCHOOL HOLDINGS INC180,270178,087-2,1833,4504,0352.60%+585
STERLING INFRASTRUCTURE INC(STRL)0109,637+109,6377,5698,0565.19%+487
FERROGLOBE PLC(GSM)172,580235,859+63,2798231,2260.79%+403
HERITAGE GLOBAL INC0110,910+110,91003460.22%+346
EATON CORP PLC(ETN)01,082+1,08202310.15%+231
DRAFTKINGS INC NEW(DKNG)76,08376,112+292,0222,2411.44%+219
PRIMORIS SVCS CORP(PRIM)100,57999,947-6323,0653,2712.11%+207
REGENERON PHARMACEUTICALS(REGN)0249+24902050.13%+205
FISCALNOTE HOLDINGS INC096,730+96,73002010.13%+201
A10 NETWORKS INC012,179+12,17901830.12%+183
EMERALD HOLDING INC350,966356,961+5,9951,4391,6131.04%+175
UNIVERSAL DISPLAY CORP(OLED)9,4649,46401,3641,4860.96%+122
ACCEL ENTERTAINMENT INC(ACEL)388,783382,795-5,9884,1064,1922.70%+86
ANI PHARMACEUTICALS INC(ANIP)18,17818,17809791,0550.68%+77
LIVENT CORP144,367218,891+74,5243,9604,0302.60%+70
OMNIAB INC442,762438,810-3,9522,2272,2771.47%+50
VERITEX HLDGS INC79,67882,352+2,6741,4291,4780.95%+50
PAN AMERN SILVER CORP(PAAS)11,71414,341+2,6271712080.13%+37
NAVIGATOR HLDGS LTD(NVGS)20,77020,77002703070.20%+37
HIMAX TECHNOLOGIES INC(HIMX)17,36025,229+7,8691171470.09%+30
ANDERSONS INC5,5375,53702562850.18%+30
RESERVOIR MEDIA INC0002052260.15%+21
SYROS PHARMACEUTICALS INC21,74421,744068860.06%+17
BRINKS CO(BCO)3,1853,18502162310.15%+15
SPDR SER TR
ST INTER BD ETF
8,5008,865+3652732790.18%+6
ALPINE INCOME PPTY TR INC13,08713,08702132140.14%+1
ISHARES TR4,6714,726+552342360.15%+1
GLOBAL MED REIT INC18,33718,33701671640.11%-3
SEACOAST BKG CORP FLA(SBCF)60,15560,149-61,3291,3210.85%-9
GAMIDA CELL LTD10,00010,000019100.01%-9
AMMO INC104,800104,80002232120.14%-12
ISHARES TR10,97211,030+584344190.27%-15
AZEK CO INC29,54829,54808958790.57%-16
MICROSOFT CORP(MSFT)895899+43052840.18%-21
MANNKIND CORP(MNKD)536,067521,048-15,0192,1822,1521.39%-30
VANGUARD INTL EQUITY INDEX F19,75019,864+1141,0751,0300.66%-44
EVOLV TECHNOLOGIES HLDNGS IN(EVLV)0194,595+194,5959979460.61%-52
DESTINATION XL GROUP INC134,663134,650-136606030.39%-57
INTERDIGITAL INC(IDCC)3,7353,73503613000.19%-61
I3 VERTICALS INC39,72639,72609088400.54%-68
ENCOMPASS HEALTH CORP(EHC)32,64431,857-7872,2102,1401.38%-71
MAXCYTE INC16,3210-16,321750-75
PERION NETWORK LTD188,862186,434-2,4285,7925,7103.68%-82
CHEESECAKE FACTORY INC(CAKE)30,34531,722+1,3771,0499610.62%-88
SKECHERS U S A INC25,99726,011+141,3691,2730.82%-96
WNS HLDGS LTD18,36018,36001,3531,2570.81%-97
DYNATRACE INC(DT)22,92022,92001,1801,0710.69%-109
GRANITE CONSTR INC(GVA)41,76740,793-9741,6611,5511.00%-111
SEELOS THERAPEUTICS INC98,0610-98,0611170-117
KURA ONCOLOGY INC(KURA)100,466100,46601,0639160.59%-147
GENIUS SPORTS LIMITED
SHARES CL A
184,855184,845-101,1449850.63%-159
MARCUS CORP DEL10,9830-10,9831630-163
PHYSICIANS RLTY TR13,1370-13,1371840-184
ISHARES TR6,4940-6,4942010-201
ADVANCED MICRO DEVICES INC(AMD)1,9230-1,9232190-219
PROSPERITY BANCSHARES INC(PB)4,2270-4,2272390-239
GEN RESTAURENT GROUP50,00052,387+2,3878506100.39%-240
WNS HLDGS LTD(Call)3,5000-3,5002570-257
CACI INTL INC(CACI)7,3517,141-2102,5062,2421.44%-264
BLOOMIN BRANDS INC10,0100-10,0102690-269
PINNACLE FINL PARTNERS INC47,99636,531-11,4652,7192,4491.58%-270
89BIO INC78,40478,40401,4861,2110.78%-275
DARLING INGREDIENTS INC(DAR)62,32970,358+8,0293,9763,6732.37%-303
VERONA PHARMA PLC141,198164,459+23,2612,9852,6811.73%-304
TACTILE SYS TECHNOLOGY INC60,14084,944+24,8041,4991,1930.77%-306
LANTHEUS HLDGS INC(LNTH)22,39922,39901,8801,5561.00%-323
SYMBOTIC INC(SYM)36,42636,443+171,5591,2180.78%-341
PAYCOM SOFTWARE INC(PAYC)5,5605,564+41,7861,4430.93%-344
CAESARS ENTERTAINMENT INC NE(CZR)65,81664,636-1,1803,3552,9961.93%-359
SPIRE GLOBAL INC703,5980-703,5983620-362
BJS RESTAURANTS INC(BJRI)45,60645,60601,4501,0700.69%-380
TIGO ENERGY INC212,2820-212,2823880-388
INTRA-CELLULAR THERAPIES INC34,93234,93202,2121,8201.17%-392
PURECYCLE TECHNOLOGIES INC(PCT)160,0790-160,0797032650.17%-438
INTELLIA THERAPEUTICS INC(NTLA)11,1640-11,1644550-455
PORCH GROUP INC(PRCH)342,8700-342,8704730-473
ZETA GLOBAL HOLDINGS CORP(ZETA)538,846487,431-51,4154,6024,0702.62%-532
DOUBLEVERIFY HLDGS INC(DV)55,81755,836+192,1721,5611.01%-612
RINGCENTRAL INC(RNG)52,95436,388-16,5661,7331,0780.69%-655
BAYTEX ENERGY CORP(BTE)246,9710-246,9718050-805
EBIX INC33,1790-33,1798360-836
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