Fund Holdings

Neo Ivy Capital Management

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
QXO INC(QXO)0239,320+239,32004,647,5941.23%+4,647,594
BRUKER CORP(BRKR)0115,428+115,42804,169,2591.10%+4,169,259
ALPHABET INC-C(GOOG)014,498+14,49804,158,8961.10%+4,158,896
COGNIZANT TECH-A(CTSH)066,422+66,42204,074,9891.07%+4,074,989
TRAVEL PLUS LEISURE CO(TNL)056,648+56,64803,919,4751.03%+3,919,475
CREDO TECHNOLOGY
ORDINARY SHARES
040,398+40,39803,792,1601.00%+3,792,160
ALBEMARLE CORP(ALB)021,006+21,00603,771,2070.99%+3,771,207
LOEWS CORP(L)035,002+35,00203,736,1130.99%+3,736,113
INTUITIVE SURGIC07,895+7,89503,639,5160.96%+3,639,516
FORD MOTOR CO(F)0313,179+313,17903,614,0850.95%+3,614,085
KLA CORP(KLAC)02,418+2,41803,560,2870.94%+3,560,287
COMMERCIAL METAL(CMC)054,867+54,86703,370,4790.89%+3,370,479
FASTLY INC -CL A(FSLY)0113,339+113,33903,293,6310.87%+3,293,631
MICROSOFT CORP(MSFT)08,755+8,75503,240,8380.85%+3,240,838
MICRON TECH(MU)09,526+9,52603,218,2630.85%+3,218,263
FLAGSTAR BANK NA(FLG)0233,945+233,94503,081,0550.81%+3,081,055
FREEPORT-MCMORAN(FCX)051,957+51,95703,054,0320.81%+3,054,032
CELANESE CORP(CE)045,802+45,80203,012,3970.79%+3,012,397
BOEING CO/THE(BA)014,361+14,36102,858,2690.75%+2,858,269
KEURIG DR PEPPER(KDP)0106,002+106,00202,791,0320.74%+2,791,032
PERIMETER SOLUTI(PRM)0114,017+114,01702,784,2950.73%+2,784,295
BERKSHIRE HATH-B05,643+5,64302,704,1250.71%+2,704,125
VAIL RESORTS(MTN)020,923+20,92302,684,8390.71%+2,684,839
CRESCENT ENERG-A(CRGY)0197,954+197,95402,672,3790.70%+2,672,379
MCCORMICK-N/V(MKC)051,059+51,05902,575,4150.68%+2,575,415
ROCKWELL AUTOMAT(ROK)06,984+6,98402,506,4170.66%+2,506,417
PLANET LABS PBC(PL)089,329+89,32902,496,7450.66%+2,496,745
TD SYNNEX CORP(SNX)014,740+14,74002,486,7850.66%+2,486,785
H&R BLOCK INC078,333+78,33302,486,2890.66%+2,486,289
MONGODB INC(MDB)010,154+10,15402,485,3940.66%+2,485,394
BIOMARIN PHARMAC(BMRN)043,355+43,35502,449,1230.65%+2,449,123
VICOR CORP(VICR)014,912+14,91202,400,8320.63%+2,400,832
PATTERSON-UTI(PTEN)101,668278,795+177,127621,1913,019,3490.80%+2,398,158
EXPAND ENERGY CO(EXE)66722,389+21,72273,6102,457,8640.65%+2,384,254
ENTERGY CORP(ETR)020,956+20,95602,354,6160.62%+2,354,616
AGCO CORP020,070+20,07002,325,5100.61%+2,325,510
MURPHY OIL CORP(MUR)056,215+56,21502,318,8680.61%+2,318,868
AEROVIRONMENT IN012,525+12,52502,292,7010.60%+2,292,701
OKLO INC(OKLO)045,584+45,58402,260,5100.60%+2,260,510
KYMERA THERAPEUT(KYMR)027,033+27,03302,251,5780.59%+2,251,578
RIVIAN AUTOMOT-A(RIVN)0149,478+149,47802,249,6430.59%+2,249,643
GARTNER INC(IT)98915,701+14,712249,5042,486,0960.66%+2,236,592
SPOTIFY TECHNOLO(SPOT)04,540+4,54002,201,4910.58%+2,201,491
AMER FINL GROUP017,155+17,15502,190,8650.58%+2,190,865
SANMINA CORP(SANM)016,329+16,32902,116,8910.56%+2,116,891
POWER INTEGRATIO(POWI)041,137+41,13702,106,2140.56%+2,106,214
TJX COS INC(TJX)013,160+13,16002,101,6520.55%+2,101,652
SOUTHWEST GAS HO(SWX)023,690+23,69002,058,6610.54%+2,058,661
HIMS & HERS HEAL(HIMS)098,582+98,58202,046,5620.54%+2,046,562
PBF ENERGY INC-A(PBF)042,780+42,78002,037,1830.54%+2,037,183
RPM INTL INC(RPM)020,374+20,37402,025,1750.53%+2,025,175
TG THERAPEUTICS(TGTX)060,833+60,83302,020,8720.53%+2,020,872
HUNTINGTON INGAL(HII)05,279+5,27902,005,4920.53%+2,005,492
ZETA GLOBAL HO-A(ZETA)25,928154,552+128,624527,6342,460,4670.65%+1,932,833
FORTIVE CORP(FTV)034,574+34,57401,911,2500.50%+1,911,250
COUPANG INC(CPNG)0100,503+100,50301,897,4960.50%+1,897,496
BLOOM ENERGY C-A013,711+13,71101,857,7030.49%+1,857,703
CALUMET INC(CLMT)051,435+51,43501,846,5160.49%+1,846,516
BANK OZK(OZK)038,695+38,69501,775,7130.47%+1,775,713
JOHNSON&JOHNSON(JNJ)07,178+7,17801,754,5900.46%+1,754,590
GLOBUS MEDICAL I(GMED)020,206+20,20601,740,9480.46%+1,740,948
BRISTOL-MYER SQB(BMY)025,660+25,66001,556,2790.41%+1,556,279
AMERICAN INTERNA020,677+20,67701,555,9440.41%+1,555,944
ULTRAGENYX PHARM(RARE)073,601+73,60101,541,9400.41%+1,541,940
KENVUE INC(KVUE)086,981+86,98101,499,5520.40%+1,499,552
GLACIER BANCORP(GBCI)033,477+33,47701,495,4170.39%+1,495,417
AVIS BUDGET GROU010,236+10,23601,492,9200.39%+1,492,920
ORMAT TECHNOLOGI(ORA)013,256+13,25601,483,6110.39%+1,483,611
COCA-COLA CO/THE(KO)21,44438,636+17,1921,499,1502,938,2670.78%+1,439,117
BROOKFIELD INFRA(BIPC)036,205+36,20501,430,8210.38%+1,430,821
GENERAL MOTORS C(GM)019,058+19,05801,419,8210.37%+1,419,821
MOLINA HEALTHCAR(MOH)010,542+10,54201,405,2480.37%+1,405,248
PNC FINANCIAL SE(PNC)06,746+6,74601,403,7750.37%+1,403,775
RTX CORP(RTX)07,178+7,17801,384,6360.37%+1,384,636
QUANTA SERVICES02,460+2,46001,350,5890.36%+1,350,589
JM SMUCKER CO(SJM)013,822+13,82201,332,9930.35%+1,332,993
MAREX GROUP PLC(MRX)029,863+29,86301,331,2920.35%+1,331,292
GAP INC/THE(GAP)15,64069,830+54,190400,3841,689,8860.45%+1,289,502
BLACK HILLS CORP018,234+18,23401,265,6210.33%+1,265,621
SYNDAX PHARMACEU(SNDX)053,149+53,14901,241,5600.33%+1,241,560
BANKUNITED INC(BKU)027,151+27,15101,226,1390.32%+1,226,139
GEO GROUP INC/TH(GEO)6,26977,618+71,349101,0561,304,7580.34%+1,203,702
UNITED RENTALS(URI)01,646+1,64601,199,2090.32%+1,199,209
DELEK US HOLDING(DK)026,391+26,39101,189,4420.31%+1,189,442
PHOTRONICS INC(PLAB)028,530+28,53001,152,8970.30%+1,152,897
COPART INC(CPRT)034,350+34,35001,140,4200.30%+1,140,420
CONAGRA BRANDS I(CAG)072,408+72,40801,138,2530.30%+1,138,253
LIBERTY GLOBAL-A(LBTYA)093,827+93,82701,134,3680.30%+1,134,368
ULTA BEAUTY INC(ULTA)02,152+2,15201,124,8710.30%+1,124,871
ESTEE LAUDER(EL)015,362+15,36201,102,5300.29%+1,102,530
CLEARWAY ENERG-C(CWEN)16,93342,028+25,095563,1911,651,2800.44%+1,088,089
BWX TECHNOLOGIES(BWXT)05,173+5,17301,057,8260.28%+1,057,826
MOHAWK INDS(MHK)010,322+10,32201,016,3040.27%+1,016,304
MILLICOM INTL
COM STK
013,519+13,51901,013,1130.27%+1,013,113
PAR PACIFIC HOLD(PARR)015,995+15,99501,001,9260.26%+1,001,926
WALMART INC(WMT)13,64320,271+6,6281,519,9662,519,2790.66%+999,313
PAYMENTUS HOLD-A(PAY)039,293+39,2930998,0420.26%+998,042
PHILLIPS 66(PSX)05,238+5,2380954,2580.25%+954,258
VISTANCE NETWORK(VISN)052,359+52,3590952,9330.25%+952,933
BOYD GAMING CORP(BYD)011,574+11,5740951,1510.25%+951,151
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