Fund HoldingsCounterpoint Mutual Funds LLC

Total Portfolio Value
$262.32M
Total Bought
$173.76M
Total Sold
$31.88M
Net Transaction
+$141.88M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
INVESCO EXCH TRADED FD TR II
SR LN ETF
2,268,3474,425,232+2,156,88547,61393,72635.73%+46,114
ISHARES TR0501,415+501,415038,80514.79%+38,805
SSGA ACTIVE ETF TR
ST STR BL LN ETF
0732,219+732,219030,70211.70%+30,702
ISHARES TR
BROAD USD HIGH
861,9361,465,943+604,00729,91853,28720.31%+23,369
VANECK ETF TRUST
HIGH YLD MUNIETF
0323,051+323,051016,6796.36%+16,679
NORTHERN LTS FD TR III
CP HIGH YILD TRD
0254,819+254,81906,8442.61%+6,844
SPARTANNASH CO017,024+17,02403910.15%+391
SCORPIO TANKERS INC(STNG)06,037+6,03703670.14%+367
CRESCENT PT ENERGY CORP051,608+51,60803580.14%+358
TRIUMPH GROUP INC NEW17,65226,257+8,6051354350.17%+300
NOVOCURE LTD(NVCR)028,157+28,15704200.16%+420
CORECIVIC INC(CXW)027,504+27,50404000.15%+400
NUTANIX INC(NTNX)06,001+6,00102860.11%+286
CRH PLC
ORD
04,125+4,12502850.11%+285
EQUITRANS MIDSTREAM CORP027,802+27,80202830.11%+283
BELLRING BRANDS INC(BRBR)05,076+5,07602810.11%+281
PERDOCEO ED CORP(PRDO)016,012+16,01202810.11%+281
PHOTRONICS INC(PLAB)08,824+8,82402770.11%+277
RXSIGHT INC06,690+6,69002700.10%+270
COTERRA ENERGY INC010,272+10,27202620.10%+262
SKYWEST INC(SKYW)07,396+7,39603860.15%+386
FERROGLOBE PLC(GSM)038,001+38,00102470.09%+247
CARDINAL HEALTH INC(CAH)03,660+3,66003690.14%+369
GMS INC02,821+2,82102330.09%+233
GRIFFON CORP(GFF)03,759+3,75902290.09%+229
SUNCOKE ENERGY INC021,010+21,01002260.09%+226
DUOLINGO INC(DUOL)0947+94702150.08%+215
SUNPOWER CORP044,126+44,12602130.08%+213
JACKSON FINANCIAL INC(JXN)04,118+4,11802110.08%+211
THE ODP CORP03,741+3,74102110.08%+211
WOLVERINE WORLD WIDE INC(WWW)023,416+23,41602080.08%+208
GENWORTH FINL INC(GNW)030,609+30,60902040.08%+204
FLEX LTD(FLEX)06,650+6,65002030.08%+203
FUBOTV INC063,523+63,52302020.08%+202
NU HLDGS LTD(NU)023,286+23,28601940.07%+194
FRONTDOOR INC(FTDR)07,989+7,98902810.11%+281
KINDER MORGAN INC DEL(KMI)010,341+10,34101820.07%+182
NEWPARK RES INC(NPKI)027,241+27,24101810.07%+181
MR COOPER GROUP INC4,0936,134+2,0412193990.15%+180
DOLE PLC(DOLE)014,657+14,65701800.07%+180
WIX COM LTD
SHS
02,284+2,28402810.11%+281
PETCO HEALTH & WELLNESS CO I50,738117,745+67,0072083720.14%+165
SPDR SER TR
ST BLOO HIGH ETF
018,637+18,63701,7650.67%+1,765
TELEPHONE & DATA SYS INC(TDS)021,438+21,43803930.15%+393
ADTRAN HOLDINGS INC018,801+18,80101380.05%+138
RINGCENTRAL INC(RNG)011,836+11,83604020.15%+402
ROVER GROUP INC012,537+12,53701360.05%+136
ZIM INTEGRATED SHIPPING SERV
SHS
013,811+13,81101360.05%+136
UNITED NAT FOODS INC(UNFI)012,148+12,14801970.08%+197
ARHAUS INC(ARHS)010,051+10,05101190.05%+119
THOUGHTWORKS HOLDING INC024,281+24,28101170.04%+117
ALLIANCE RESOURCE PARTNERS L(ARLP)09,943+9,94302110.08%+211
URANIUM ENERGY CORP(UEC)017,586+17,58601130.04%+113
DOORDASH INC(DASH)02,037+2,03702010.08%+201
FTAI AVIATION LTD(FTAI)04,661+4,66102160.08%+216
SCRIPPS E W CO OHIO013,269+13,26901060.04%+106
LOANDEPOT INC029,993+29,99301060.04%+106
NGL ENERGY PARTNERS LP(NGL)018,704+18,70401040.04%+104
ARKO CORP012,609+12,60901040.04%+104
BROOKDALE SR LIVING INC(BKD)017,817+17,81701040.04%+104
UWM HOLDINGS CORPORATION(UWMC)014,218+14,21801020.04%+102
EVENTBRITE INC012,155+12,15501020.04%+102
ANGI INC040,551+40,55101010.04%+101
ZETA GLOBAL HOLDINGS CORP(ZETA)011,339+11,33901000.04%+100
DESPEGAR COM CORP010,483+10,4830990.04%+99
TABOOLA.COM LTD(TBLA)022,719+22,7190980.04%+98
NEWELL BRANDS INC(NWL)14,82626,374+11,5481342290.09%+95
WAYFAIR INC(W)2,2373,726+1,4891352300.09%+94
KOSMOS ENERGY LTD(KOS)013,524+13,5240910.03%+91
FIGS INC(FIGS)012,924+12,9240900.03%+90
BRIGHTSPIRE CAPITAL INC011,781+11,7810880.03%+88
MBIA INC014,238+14,2380870.03%+87
HANESBRANDS INC33,25948,656+15,3971322170.08%+85
ARCHROCK INC(AROC)013,217+13,21702040.08%+204
IRIS ENERGY LTD
ORDINARY SHARES
011,801+11,8010840.03%+84
TRI POINTE HOMES INC
COM
05,997+5,99702120.08%+212
DIAMOND OFFSHORE DRILLING IN013,844+13,84401800.07%+180
G III APPAREL GROUP LTD(GIII)05,998+5,99802040.08%+204
DISH NETWORK CORPORATION032,919+32,91901900.07%+190
PELOTON INTERACTIVE INC(PTON)27,96832,899+4,9311412000.08%+59
ALTICE USA INC093,240+93,24003030.12%+303
KODIAK GAS SVCS INC(KGS)12,90613,992+1,0862312810.11%+50
STONECO LTD(STNE)015,553+15,55302800.11%+280
PAR PAC HOLDINGS INC(PARR)07,783+7,78302830.11%+283
PAGSEGURO DIGITAL LTD(PAGS)012,441+12,44101550.06%+155
OSCAR HEALTH INC(OSCR)025,034+25,03402290.09%+229
LENDINGCLUB CORP(HAPN)016,441+16,44101440.05%+144
ANYWHERE REAL ESTATE INC012,515+12,51501010.04%+101
ADVANCE AUTO PARTS INC(AAP)3,5833,487-962002130.08%+12
PEDIATRIX MEDICAL GROUP INC(MD)010,140+10,1400940.04%+94
GREEN DOT CORP16,65823,991+7,3332322380.09%+5
PLAYTIKA HLDG CORP(PLTK)013,290+13,29001160.04%+116
DOCUSIGN INC(DOCU)04,006+4,00602380.09%+238
CHEGG INC26,43019,856-6,5742362260.09%-10
LYFT INC(LYFT)24,21516,055-8,1602552410.09%-15
ADAPTHEALTH CORP14,87714,556-3211351060.04%-29
VIMEO INC68,44454,145-14,2992422120.08%-30
OLO INC39,75936,795-2,9642412100.08%-30
WW INTL INC011,071+11,0710970.04%+97
MASTERBRAND INC(MBC)013,117+13,11701950.07%+195
Page 1 of 1