Fund Holdings — Neo Ivy Capital Management

Total Portfolio Value
$379.08M
Total Bought
$238.83M
Total Sold
$491.55M
Net Transaction
-$252.72M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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BRUKER CORP(BRKR)0115,428+115,42804,1691.10%+4,169
ALPHABET INC-C(GOOG)014,498+14,49804,1591.10%+4,159
COGNIZANT TECH-A(CTSH)066,422+66,42204,0751.07%+4,075
TRAVEL PLUS LEISURE CO(TNL)056,648+56,64803,9191.03%+3,919
CREDO TECHNOLOGY
ORDINARY SHARES
040,398+40,39803,7921.00%+3,792
ALBEMARLE CORP(ALB)021,006+21,00603,7710.99%+3,771
LOEWS CORP(L)035,002+35,00203,7360.99%+3,736
KLA CORP(KLAC)02,418+2,41803,5600.94%+3,560
COMMERCIAL METAL(CMC)054,867+54,86703,3700.89%+3,370
FASTLY INC -CL A(FSLY)0113,339+113,33903,2940.87%+3,294
MICROSOFT CORP(MSFT)08,755+8,75503,2410.85%+3,241
MICRON TECH(MU)09,526+9,52603,2180.85%+3,218
FLAGSTAR BANK NA(FLG)0233,945+233,94503,0810.81%+3,081
CELANESE CORP(CE)045,802+45,80203,0120.79%+3,012
BOEING CO/THE(BA)014,361+14,36102,8580.75%+2,858
KEURIG DR PEPPER(KDP)0106,002+106,00202,7910.74%+2,791
PERIMETER SOLUTI(PRM)0114,017+114,01702,7840.73%+2,784
VAIL RESORTS(MTN)020,923+20,92302,6850.71%+2,685
CRESCENT ENERG-A(CRGY)0197,954+197,95402,6720.70%+2,672
MCCORMICK-N/V(MKC)051,059+51,05902,5750.68%+2,575
ROCKWELL AUTOMAT(ROK)06,984+6,98402,5060.66%+2,506
TD SYNNEX CORP(SNX)014,740+14,74002,4870.66%+2,487
H&R BLOCK INC078,333+78,33302,4860.66%+2,486
MONGODB INC(MDB)010,154+10,15402,4850.66%+2,485
BIOMARIN PHARMAC(BMRN)043,355+43,35502,4490.65%+2,449
VICOR CORP(VICR)014,912+14,91202,4010.63%+2,401
PATTERSON-UTI(PTEN)101,668278,795+177,1276213,0190.80%+2,398
EXPAND ENERGY CO(EXE)66722,389+21,722742,4580.65%+2,384
ENTERGY CORP(ETR)020,956+20,95602,3550.62%+2,355
AGCO CORP020,070+20,07002,3260.61%+2,326
MURPHY OIL CORP(MUR)056,215+56,21502,3190.61%+2,319
AEROVIRONMENT IN012,525+12,52502,2930.60%+2,293
KYMERA THERAPEUT(KYMR)027,033+27,03302,2520.59%+2,252
GARTNER INC(IT)98915,701+14,7122502,4860.66%+2,237
AMER FINL GROUP017,155+17,15502,1910.58%+2,191
SANMINA CORP(SANM)016,329+16,32902,1170.56%+2,117
POWER INTEGRATIO(POWI)041,137+41,13702,1060.56%+2,106
TJX COS INC(TJX)013,160+13,16002,1020.55%+2,102
SOUTHWEST GAS HO(SWX)023,690+23,69002,0590.54%+2,059
PBF ENERGY INC-A(PBF)042,780+42,78002,0370.54%+2,037
RPM INTL INC(RPM)020,374+20,37402,0250.53%+2,025
TG THERAPEUTICS(TGTX)060,833+60,83302,0210.53%+2,021
HUNTINGTON INGAL(HII)05,279+5,27902,0050.53%+2,005
ZETA GLOBAL HO-A(ZETA)25,928154,552+128,6245282,4600.65%+1,933
FORTIVE CORP(FTV)034,574+34,57401,9110.50%+1,911
SPOTIFY TECHNOLO(SPOT)5164,540+4,0243002,2010.58%+1,902
COUPANG INC(CPNG)0100,503+100,50301,8970.50%+1,897
CALUMET INC(CLMT)051,435+51,43501,8470.49%+1,847
BANK OZK(OZK)038,695+38,69501,7760.47%+1,776
JOHNSON&JOHNSON(JNJ)07,178+7,17801,7550.46%+1,755
GLOBUS MEDICAL I(GMED)020,206+20,20601,7410.46%+1,741
BRISTOL-MYER SQB(BMY)025,660+25,66001,5560.41%+1,556
ULTRAGENYX PHARM(RARE)073,601+73,60101,5420.41%+1,542
KENVUE INC(KVUE)086,981+86,98101,5000.40%+1,500
GLACIER BANCORP(GBCI)033,477+33,47701,4950.39%+1,495
AVIS BUDGET GROU010,236+10,23601,4930.39%+1,493
ORMAT TECHNOLOGI(ORA)013,256+13,25601,4840.39%+1,484
COCA-COLA CO/THE(KO)21,44438,636+17,1921,4992,9380.78%+1,439
GENERAL MOTORS C(GM)019,058+19,05801,4200.37%+1,420
MOLINA HEALTHCAR(MOH)010,542+10,54201,4050.37%+1,405
PNC FINANCIAL SE(PNC)06,746+6,74601,4040.37%+1,404
RTX CORP(RTX)07,178+7,17801,3850.37%+1,385
QUANTA SERVICES02,460+2,46001,3510.36%+1,351
JM SMUCKER CO(SJM)013,822+13,82201,3330.35%+1,333
BROOKFIELD INFRA(BIPC)2,82236,205+33,3831281,4310.38%+1,303
GAP INC/THE(GAP)15,64069,830+54,1904001,6900.45%+1,290
BLACK HILLS CORP018,234+18,23401,2660.33%+1,266
SYNDAX PHARMACEU(SNDX)053,149+53,14901,2420.33%+1,242
BANKUNITED INC(BKU)027,151+27,15101,2260.32%+1,226
GEO GROUP INC/TH(GEO)6,26977,618+71,3491011,3050.34%+1,204
MAREX GROUP PLC(MRX)3,43829,863+26,4251321,3310.35%+1,199
UNITED RENTALS(URI)01,646+1,64601,1990.32%+1,199
DELEK US HOLDING(DK)026,391+26,39101,1890.31%+1,189
PHOTRONICS INC(PLAB)028,530+28,53001,1530.30%+1,153
COPART INC(CPRT)034,350+34,35001,1400.30%+1,140
BERKSHIRE HATH-B3,1155,643+2,5281,5662,7040.71%+1,138
CONAGRA BRANDS I(CAG)072,408+72,40801,1380.30%+1,138
LIBERTY GLOBAL-A(LBTYA)093,827+93,82701,1340.30%+1,134
ULTA BEAUTY INC(ULTA)02,152+2,15201,1250.30%+1,125
CLEARWAY ENERG-C(CWEN)16,93342,028+25,0955631,6510.44%+1,088
BWX TECHNOLOGIES(BWXT)05,173+5,17301,0580.28%+1,058
MOHAWK INDS(MHK)010,322+10,32201,0160.27%+1,016
MILLICOM INTL
COM STK
013,519+13,51901,0130.27%+1,013
PAR PACIFIC HOLD(PARR)015,995+15,99501,0020.26%+1,002
WALMART INC(WMT)13,64320,271+6,6281,5202,5190.66%+999
PAYMENTUS HOLD-A(PAY)039,293+39,29309980.26%+998
PHILLIPS 66(PSX)05,238+5,23809540.25%+954
VISTANCE NETWORK(VISN)052,359+52,35909530.25%+953
BOYD GAMING CORP(BYD)011,574+11,57409510.25%+951
PAYPAL HOLDINGS(PYPL)020,990+20,99009490.25%+949
TRADEWEB MARKE-A(TW)08,058+8,05809480.25%+948
HF SINCLAIR CORP(DINO)014,785+14,78509220.24%+922
FABRINET(FN)01,742+1,74209080.24%+908
TEMPUS AI INC-A(TEM)019,931+19,93109010.24%+901
BOSTON SCIENTIFC(BSX)014,236+14,23608930.24%+893
LOCKHEED MARTIN(LMT)01,451+1,45108770.23%+877
APPLIED MATERIAL02,543+2,54308690.23%+869
ESTEE LAUDER(EL)2,38715,362+12,9752501,1030.29%+853
SOLARIS ENERGY I(SEI)014,741+14,74108330.22%+833
MIRION TECHNOLOG(MIR)044,607+44,60708290.22%+829
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Neo Ivy Capital Management — 13F Holdings — Q1 2026 | TickerTrail