Fund HoldingsDiametric Capital, LP

Total Portfolio Value
$164.29M
Total Bought
$70.02M
Total Sold
$148.00M
Net Transaction
-$77.98M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PENN ENTERTAINMENT INC(PENN)0137,675+137,67503,5822.18%+3,582
PIONEER NAT RES CO012,617+12,61702,8371.73%+2,837
CHEESECAKE FACTORY INC(CAKE)21,52393,531+72,0086523,2751.99%+2,622
SEAWORLD ENTMT INC(PRKS)047,648+47,64802,5171.53%+2,517
LIQUIDIA CORPORATION(LQDA)0222,211+222,21102,6731.63%+2,673
ILLUMINA INC(ILMN)010,394+10,39401,4470.88%+1,447
WYNDHAM HOTELS & RESORTS INC(WH)017,254+17,25401,3870.84%+1,387
HESS CORP07,919+7,91901,1420.69%+1,142
HOLLYSYS AUTOMATION TCHNGY L041,043+41,04301,0810.66%+1,081
LIBERTY MEDIA CORP DEL147,417167,509+20,0923,7524,8142.93%+1,062
XYLEM INC(XYL)09,208+9,20801,0530.64%+1,053
UNITED STATES STL CORP NEW021,442+21,44201,0430.63%+1,043
MUELLER INDS INC(MLI)019,854+19,85409360.57%+936
TEXTAINER GROUP HOLDINGS LTD018,932+18,93209310.57%+931
SEMTECH CORP(SMTC)042,463+42,46309300.57%+930
HERBALIFE LTD(HLF)060,693+60,69309260.56%+926
GENIUS SPORTS LIMITED
SHARES CL A
0148,358+148,35809170.56%+917
AERIES TECHNOLOGY INC0360,546+360,54609010.55%+901
V F CORP(VFC)047,189+47,18908870.54%+887
PALO ALTO NETWORKS INC(PANW)02,906+2,90608570.52%+857
REPLIGEN CORP(RGEN)04,760+4,76008560.52%+856
SP PLUS CORP015,883+15,88308140.50%+814
MODINE MFG CO(MOD)14,47424,680+10,2066621,4730.90%+811
ROYAL CARIBBEAN GROUP
COM
021,169+21,16902,7411.67%+2,741
NEWS CORP NEW(NWS)027,451+27,45107060.43%+706
GRAY TELEVISION INC078,458+78,45807030.43%+703
ALIBABA GROUP HLDG LTD(BABA)09,000+9,00006980.42%+698
TETRA TECHNOLOGIES INC DEL(TTI)0153,746+153,74606950.42%+695
EAGLE BULK SHIPPING INC012,500+12,50006930.42%+693
TRANSMEDICS GROUP INC(TMDX)08,507+8,50706710.41%+671
CEREVEL THERAPEUTICS HLDNG I015,826+15,82606710.41%+671
WESTROCK CO015,313+15,31306360.39%+636
PHINIA INC(PHIN)14,91333,577+18,6644001,0170.62%+618
PGT INNOVATIONS INC015,000+15,00006110.37%+611
ROIVANT SCIENCES LTD(ROIV)054,217+54,21706090.37%+609
MICROSTRATEGY INC(MSTR)0962+96206080.37%+608
SHERWIN WILLIAMS CO(SHW)01,938+1,93806040.37%+604
ENCORE WIRE CORP04,635+4,63509900.60%+990
APELLIS PHARMACEUTICALS INC
COM
09,913+9,91305930.36%+593
CIVITAS RESOURCES INC013,428+13,42809180.56%+918
CONTROLADORA VUELA COMP DE A087,280+87,28008190.50%+819
CAVA GROUP INC(CAVA)020,353+20,35308750.53%+875
WARNER BROS DISCOVERY INC(WBD)045,655+45,65505200.32%+520
AVADEL PHARMACEUTICALS PLC035,739+35,73905050.31%+505
LIGHTSPEED COMMERCE INC(LSPD)023,897+23,89705020.31%+502
EMCOR GROUP INC(EME)02,212+2,21204770.29%+477
APPLIED INDL TECHNOLOGIES IN(AIT)2,6325,091+2,4594078790.54%+472
IMMUNOGEN INC015,907+15,90704720.29%+472
TOPBUILD CORP01,255+1,25504700.29%+470
ELANCO ANIMAL HEALTH INC(ELAN)031,374+31,37404670.28%+467
ARRAY TECHNOLOGIES INC027,429+27,42904610.28%+461
VAIL RESORTS INC(MTN)02,089+2,08904460.27%+446
PARAGON 28 INC035,385+35,38504400.27%+440
INDIE SEMICONDUCTOR INC062,979+62,97905110.31%+511
TRANSDIGM GROUP INC(TDG)0430+43004350.26%+435
ISHARES TR017,959+17,95904320.26%+432
REGAL REXNORD CORPORATION(RRX)02,866+2,86604240.26%+424
BLUEPRINT MEDICINES CORP04,571+4,57104220.26%+422
INSULET CORP(PODD)01,906+1,90604140.25%+414
RUMBLE INC(RUM)091,937+91,93704130.25%+413
SPDR SER TR
ST STR SP REGBNK
07,800+7,80004090.25%+409
UNITED RENTALS INC(URI)01,887+1,88701,0820.66%+1,082
VALMONT INDS INC(VMI)01,749+1,74904080.25%+408
VONTIER CORPORATION(VNT)011,772+11,77204070.25%+407
EDWARDS LIFESCIENCES CORP05,274+5,27404020.24%+402
CARPENTER TECHNOLOGY CORP(CRS)13,74418,451+4,7079241,3060.80%+383
KARUNA THERAPEUTICS INC01,174+1,17403720.23%+372
CHART INDS INC06,686+6,68609120.55%+912
ATKORE INC05,875+5,87509400.57%+940
NATIONAL WESTN LIFE GROUP IN0760+76003670.22%+367
SHARKNINJA INC(SN)14,47020,227+5,7576711,0350.63%+364
KNIFE RIVER CORP(KNF)05,348+5,34803540.22%+354
AERCAP HOLDINGS NV(AER)04,754+4,75403530.22%+353
ENTEGRIS INC(ENTG)02,920+2,92003500.21%+350
LINCOLN ELEC HLDGS INC(LECO)01,576+1,57603430.21%+343
NVENT ELECTRIC PLC(NVT)011,239+11,23906640.40%+664
PORTILLOS INC057,165+57,16509110.55%+911
GRAINGER W W INC(GWW)0406+40603360.20%+336
LIFECORE BIOMEDICAL INC053,702+53,70203320.20%+332
CUTERA INC0126,740+126,74004470.27%+447
INVESCO EXCHANGE TRADED FD T
S&P500 EQL DIS
06,754+6,75403210.20%+321
IRHYTHM TECHNOLOGIES INC(IRTC)02,920+2,92003130.19%+313
WEAVE COMMUNICATIONS INC027,242+27,24203120.19%+312
SPX TECHNOLOGIES INC02,944+2,94402970.18%+297
SILVERBOW RES INC019,040+19,04005540.34%+554
ATI INC(ATI)06,360+6,36002890.18%+289
HAWAIIAN HOLDINGS INC020,000+20,00002840.17%+284
XPO INC(XPO)03,116+3,11602730.17%+273
HOWMET AEROSPACE INC(HWM)05,003+5,00302710.16%+271
FREEPORT-MCMORAN INC(FCX)06,229+6,22902650.16%+265
NORFOLK SOUTHN CORP(NSC)01,116+1,11602640.16%+264
ESPERION THERAPEUTICS INC NE088,170+88,17002640.16%+264
KRANESHARES TR09,653+9,65302610.16%+261
INVESCO EXCH TRADED FD TR II
SOLAR ETF
04,861+4,86102590.16%+259
JOHNSON CTLS INTL PLC
SHS
04,469+4,46902580.16%+258
SPIRIT AEROSYSTEMS HLDGS INC07,907+7,90702510.15%+251
SAIA INC(SAIA)0563+56302470.15%+247
OSCAR HEALTH INC(OSCR)026,590+26,59002430.15%+243
ARIS MNG CORP(ARIS)246,893243,030-3,8635638040.49%+241
GOLDMAN SACHS GROUP INC(GS)0624+62402410.15%+241
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