Fund Holdings

Numerai GP LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
RAYMOND JAMES FINL INC(RJF)050,210+50,21007,269,9060.73%+7,269,906
PENTAIR PLC(PNR)069,740+69,74006,075,0510.61%+6,075,051
FLOWSERVE CORP(FLS)6,75585,490+78,735468,6626,284,3700.63%+5,815,708
SS&C TECH HLDGS(SSNC)084,488+84,48805,708,8540.57%+5,708,854
CHURCH & DWIGHT CO INC(CHD)061,044+61,04405,696,6260.57%+5,696,626
AUTONATION INC(AN)028,918+28,91805,646,5290.57%+5,646,529
BANK NOVA SCOTIA B C079,467+79,46705,507,8580.55%+5,507,858
BARRICK MNG CORP(B)0124,387+124,38705,073,7460.51%+5,073,746
VANGUARD INTL EQUITY INDEX F036,437+36,43705,039,9660.51%+5,039,966
AMETEK INC1,62923,799+22,170334,4505,101,5540.51%+4,767,104
SNAP ON INC(SNA)6,04318,463+12,4202,082,4186,706,1310.67%+4,623,713
TYSON FOODS INC(TSN)071,347+71,34704,571,2020.46%+4,571,202
PULTE GROUP INC(PHM)037,740+37,74004,438,6010.45%+4,438,601
AMERICAN EXPRESS CO(AXP)2,64917,394+14,745979,9985,261,3370.53%+4,281,339
ROLLINS INC(ROL)38,915121,671+82,7562,335,6786,498,4480.65%+4,162,770
PRUDENTIAL FINL INC(PFH)3,55745,648+42,091401,5144,459,3530.45%+4,057,839
WEIS MKTS INC(WMK)058,914+58,91404,029,1280.40%+4,029,128
PRICE T ROWE GROUP INC(TROW)26,05473,600+47,5462,667,4096,634,3040.67%+3,966,895
DAVITA INC(DVA)4,27028,311+24,041485,1154,351,1180.44%+3,866,003
CRANE NXT CO(CXT)095,011+95,01103,856,4960.39%+3,856,496
LAUREATE ED INC(LAUR)0105,544+105,54403,677,1530.37%+3,677,153
VOYA FINANCIAL INC(VOYA)20,96075,123+54,1631,561,3105,132,4030.51%+3,571,093
BLACKROCK INC(BLK)03,694+3,69403,552,5570.36%+3,552,557
GOLDMAN SACHS GROUP INC(GS)04,119+4,11903,484,6330.35%+3,484,633
NOV INC(NOV)15,366192,192+176,826240,1713,615,1320.36%+3,374,961
WILLIS TOWERS WATSON PLC LTD(WTW)011,573+11,57303,364,2710.34%+3,364,271
QUALYS INC(QLYS)038,046+38,04603,342,3410.34%+3,342,341
UNUM GROUP(UNM)4,57850,312+45,734354,7953,674,2850.37%+3,319,490
STAR BULK CARRIERS CORP.(SBLK)0143,054+143,05403,285,9500.33%+3,285,950
API GROUP CORP(APG)080,752+80,75203,272,0710.33%+3,272,071
FIRST INTST BANCSYSTEM INC(FIBK)17,421115,234+97,813602,7673,848,8160.39%+3,246,049
MCCORMICK & CO INC(MKC)21,30692,385+71,0791,451,1524,659,8990.47%+3,208,747
INTERACTIVE BROKERS GROUP IN(IBKR)15,49260,446+44,954996,2914,054,1130.41%+3,057,822
MAGNA INTL INC(MGA)3,99958,432+54,433213,1473,261,0900.33%+3,047,943
BEAZER HOMES USA INC(BZH)0144,759+144,75902,785,1630.28%+2,785,163
NETAPP INC(NTAP)2,64729,383+26,736283,4673,008,5250.30%+2,725,058
OVINTIV INC(OVV)25,52262,278+36,7561,000,2073,696,8220.37%+2,696,615
BANK MONTREAL MEDIUM019,832+19,83202,684,0630.27%+2,684,063
JAZZ PHARMACEUTICALS PLC(JAZZ)013,984+13,98402,643,6750.27%+2,643,675
SANMINA CORP(SANM)020,185+20,18502,616,7830.26%+2,616,783
SMUCKER J M CO(SJM)027,085+27,08502,612,0770.26%+2,612,077
MASTEC INC(MTZ)08,118+8,11802,611,8850.26%+2,611,885
TASEKO MINES LTD(TGB)0401,650+401,65002,590,6420.26%+2,590,642
HAMILTON INSURANCE GROUP LTD(HG)084,893+84,89302,532,3580.25%+2,532,358
CVR ENERGY INC(CVI)074,740+74,74002,515,0010.25%+2,515,001
SHERWIN WILLIAMS CO(SHW)1,5329,269+7,737496,4142,971,1780.30%+2,474,764
XYLEM INC(XYL)020,443+20,44302,442,9380.24%+2,442,938
BLACKBAUD INC(BLKB)063,159+63,15902,438,5690.24%+2,438,569
VERTIV HOLDINGS CO(VRT)1,24810,296+9,048202,1882,579,9720.26%+2,377,784
NORTHERN OIL & GAS INC(NOG)080,189+80,18902,343,9240.24%+2,343,924
BANCFIRST CORP(BANF)11,09432,423+21,3291,176,1863,517,8960.35%+2,341,710
GRANITE CONSTR INC(GVA)12,57131,590+19,0191,450,0653,787,0090.38%+2,336,944
CHIPOTLE MEXICAN GRILL INC(CMG)072,870+72,87002,332,5690.23%+2,332,569
APOGEE ENTERPRISES INC10,80480,500+69,696393,3742,699,9700.27%+2,306,596
BAKER HUGHES COMPANY(BKR)037,636+37,63602,297,6780.23%+2,297,678
RLI CORP(RLI)040,248+40,24802,295,7460.23%+2,295,746
FIRSTSERVICE CORP NEW15,15133,259+18,1082,356,4354,621,0050.46%+2,264,570
ADOBE INC(ADBE)2,32612,654+10,328814,0773,075,9340.31%+2,261,857
MOLINA HEALTHCARE INC(MOH)2,69320,372+17,679467,3432,715,5880.27%+2,248,245
UNION PAC CORP(UNP)6,35815,327+8,9691,470,7333,718,6370.37%+2,247,904
VITESSE ENERGY INC0122,396+122,39602,222,7110.22%+2,222,711
PDD HOLDINGS INC(PDD)021,728+21,72802,220,1670.22%+2,220,167
LINCOLN NATL CORP IND(LNC)062,053+62,05302,202,8820.22%+2,202,882
PATTERSON-UTI ENERGY INC(PTEN)0203,289+203,28902,201,6200.22%+2,201,620
HEXCEL CORP NEW(HXL)026,759+26,75902,165,6060.22%+2,165,606
DOCUSIGN INC(DOCU)5,56053,338+47,778380,3042,528,7550.25%+2,148,451
MADISON SQUARE GARDEN ENTMT(MSGE)18,03552,784+34,749971,9063,109,5050.31%+2,137,599
POOL CORP(POOL)010,532+10,53202,130,9400.21%+2,130,940
FACTSET RESH SYS INC(FDS)1,00711,049+10,042292,2212,397,5230.24%+2,105,302
C H ROBINSON WORLDWIDE IN(CHRW)012,625+12,62502,096,6340.21%+2,096,634
ARCH CAP GROUP LTD
ORD
32,90154,320+21,4193,155,8645,214,1770.52%+2,058,313
HUT 8 CORP(HUT)043,728+43,72802,051,2800.21%+2,051,280
AERCAP HOLDINGS NV(AER)19,59535,319+15,7242,816,9774,845,0600.49%+2,028,083
ESQUIRE FINL HLDGS INC(ESQ)9,96328,305+18,3421,016,9233,042,7880.31%+2,025,865
TEVA PHARMACEUTICAL INDS LTD(TEVA)066,995+66,99502,017,8890.20%+2,017,889
AMERICAN EAGLE OUTFITTERS IN34,926175,674+140,748920,9992,933,7560.29%+2,012,757
NEXTNAV INC(NN)0124,055+124,05501,987,3610.20%+1,987,361
FORD MTR CO(F)0172,145+172,14501,986,5530.20%+1,986,553
ROYAL BK CDA(RY)012,276+12,27601,986,0110.20%+1,986,011
PERMIAN RESOURCES CORP(PR)090,901+90,90101,938,0090.19%+1,938,009
FIRST HAWAIIAN INC(FHB)169,572251,436+81,8644,290,1726,195,3830.62%+1,905,211
KB HOME(KBH)036,199+36,19901,873,2980.19%+1,873,298
DEUTSCHE BK AG
NAMEN AKT
062,364+62,36401,857,2000.19%+1,857,200
EXPONENT INC(EXPO)7,54436,123+28,579524,0062,357,0260.24%+1,833,020
ROSS STORES INC(ROST)1,6879,754+8,067303,8962,113,0090.21%+1,809,113
QUANTA SVCS INC03,260+3,26001,789,8050.18%+1,789,805
CAVCO INDS INC DEL(CVCO)03,644+3,64401,764,7530.18%+1,764,753
CLEAN HARBORS INC(CLH)06,137+6,13701,759,6620.18%+1,759,662
TEXAS CAP BANCSHARES INC(TCBI)018,307+18,30701,736,9680.17%+1,736,968
URANIUM ENERGY CORP(UEC)11,802137,807+126,005137,8471,860,3940.19%+1,722,547
GENERAL DYNAMICS CORP(GD)05,011+5,01101,719,8750.17%+1,719,875
BANC OF CALIFORNIA INC(BANC)18,089117,173+99,084348,9372,059,9010.21%+1,710,964
ENCOMPASS HEALTH CORP(EHC)16,13135,335+19,2041,712,1443,417,9550.34%+1,705,811
BOX INC(BOX)46,524130,084+83,5601,391,5333,075,1860.31%+1,683,653
CONSTELLIUM SE(CSTM)41,22899,786+58,558777,1482,452,7400.25%+1,675,592
DANAHER CORP DEL(DHR)6,89417,147+10,2531,578,1743,251,0710.33%+1,672,897
CONCENTRIX CORP(CNXC)061,003+61,00301,669,0420.17%+1,669,042
BORR DRILLING LTD(BORR)56,965326,650+269,685229,5691,884,7700.19%+1,655,201
KODIAK GAS SVCS INC(KGS)028,337+28,33701,652,6140.17%+1,652,614
BW LPG LTD(BWLP)97,002166,217+69,2151,270,7262,887,1890.29%+1,616,463
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