Fund HoldingsNeo Ivy Capital Management

Total Portfolio Value
$328.26M
Total Bought
$236.7K
Total Sold
$437.5K
Net Transaction
-$200.8K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
CARMAX INC(KMX)050,840+50,840040.00%+4
CUMMINS INC(CMI)012,094+12,094040.00%+4
CENCORA INC017,398+17,398040.00%+4
CARDINAL HEALTH(CAH)035,360+35,360040.00%+4
MERCK CO(MRK)034,330+34,330040.00%+4
JPMORGAN CHASE(JPM)017,446+17,446040.00%+4
FORD MOTOR CO(F)0303,982+303,982030.00%+3
CINTAS CORP(CTAS)015,498+15,498030.00%+3
CONCENTRIX CORP(CNXC)055,496+55,496030.00%+3
AXON ENTERPRISE(AXON)06,746+6,746030.00%+3
DECKERS OUTDOOR(DECK)016,726+16,726030.00%+3
FOOT LOCKER INC0102,046+102,046030.00%+3
MKS INSTRUMENTS(MKSI)022,412+22,412020.00%+2
HOWMET AEROSPACE(HWM)024,140+24,140020.00%+2
CORNING INC(GLW)053,476+53,476020.00%+2
HONEYWELL INTL(HON)011,680+11,680020.00%+2
CHENIERE ENERGY(LNG)013,416+13,416020.00%+2
PHILIP MORRIS IN(PM)019,814+19,814020.00%+2
ORGANON CO(OGN)0125,654+125,654020.00%+2
PBF ENERGY INC A(PBF)077,668+77,668020.00%+2
CHARTER COMMUN A(CHTR)07,414+7,414020.00%+2
SKECHERS USA A035,886+35,886020.00%+2
JACOBS SOLUTIONS(J)018,352+18,352020.00%+2
RADIAN GROUP INC(RDN)069,214+69,214020.00%+2
HASHICORP I CL A070,880+70,880020.00%+2
LIBERTY MEDIA CO(FWONA)030,752+30,752020.00%+2
SM ENERGY CO(SM)059,426+59,426020.00%+2
VIRTU FINANCIA A(VIRT)077,836+77,836020.00%+2
TG THERAPEUTICS(TGTX)0100,780+100,780020.00%+2
VERTEX INC A(VERX)061,136+61,136020.00%+2
CBOE GLOBAL MARK(CBOE)011,786+11,786020.00%+2
EXPEDIA GROUP IN(EXPE)015,086+15,086020.00%+2
PERMIAN RESOURCE(PR)0159,528+159,528020.00%+2
GOLDMAN SACHS GP(GS)04,382+4,382020.00%+2
FLUOR CORP(FLR)045,402+45,402020.00%+2
HP INC(HPQ)060,310+60,310020.00%+2
EQUITY COMMONWEA0106,110+106,110020.00%+2
PFIZER INC(PFE)077,168+77,168020.00%+2
FIRSTENERGY CORP(FE)046,224+46,224020.00%+2
MURPHY OIL CORP(MUR)071,154+71,154020.00%+2
MAPLEBEAR INC(CART)047,156+47,156020.00%+2
DTE ENERGY CO(DTB)014,738+14,738020.00%+2
LEAR CORP(LEA)017,274+17,274020.00%+2
CENTERPOINT ENER(CNP)061,730+61,730020.00%+2
APPLE HOSPITALIT(APLE)0119,780+119,780020.00%+2
GUIDEWIRE SOFTWA(GWRE)09,692+9,692020.00%+2
SKYWORKS SOLUTIO(SWKS)017,236+17,236020.00%+2
RTX CORP(RTX)013,946+13,946020.00%+2
WORKDAY INC A(WDAY)06,912+6,912020.00%+2
BECTON DICKINSON(BDX)07,010+7,010020.00%+2
ARISTA NETWORKS04,400+4,400020.00%+2
ARTHUR J GALLAGH(AJG)05,996+5,996020.00%+2
LOUISIANA PACIFI(LPX)015,682+15,682020.00%+2
COTY INC CL A(COTY)0179,392+179,392020.00%+2
AGCO CORP017,134+17,134020.00%+2
SEALED AIR CORP066,300+66,300020.00%+2
BERRY GLOBAL GRO035,322+35,322020.00%+2
GLACIER BANCORP(GBCI)034,292+34,292020.00%+2
RB GLOBAL INC(RBA)019,030+19,030020.00%+2
TYSON FOODS A(TSN)025,482+25,482020.00%+2
GENERAL ELECTRIC(GE)07,986+7,986020.00%+2
SOUTHWEST AIR(LUV)050,500+50,500010.00%+1
UNDER ARMOUR A(UA)0166,244+166,244010.00%+1
RITHM CAPITAL CO(RITM)0130,054+130,054010.00%+1
AMERICAN HOMES A(AMH)037,920+37,920010.00%+1
TRUIST FINANCIAL(TFC)033,938+33,938010.00%+1
BROADRIDGE FINL(BR)06,744+6,744010.00%+1
WR BERKLEY CORP025,474+25,474010.00%+1
CLEVELAND CLIFFS(CLF)0113,148+113,148010.00%+1
GENERAL MILLS IN(GIS)019,530+19,530010.00%+1
PEPSICO INC(PEP)08,470+8,470010.00%+1
RIVIAN AUTOMOT A(RIVN)0127,404+127,404010.00%+1
WASTE MANAGEMENT(WM)06,778+6,778010.00%+1
BIOMARIN PHARMAC(BMRN)021,020+21,020010.00%+1
LENNAR CORP A(LEN)07,230+7,230010.00%+1
AXCELIS TECH INC012,516+12,516010.00%+1
TOAST INC A(TOST)044,676+44,676010.00%+1
FMC CORP(FMC)019,044+19,044010.00%+1
HIMS HERS HEAL(HIMS)067,936+67,936010.00%+1
AUTOLIV INC(ALV)019,842+19,842020.00%+2
SYSCO CORP(SYY)015,268+15,268010.00%+1
STRIDE INC(LRN)013,944+13,944010.00%+1
GENUINE PARTS CO(GPC)08,460+8,460010.00%+1
TRAVEL LEISURE(TNL)025,600+25,600010.00%+1
ASANA INC CL A(ASAN)0169,454+169,454020.00%+2
HEXCEL CORP(HXL)018,668+18,668010.00%+1
DOMINION ENERGY(D)019,790+19,790010.00%+1
CG ONCOLOGY INC(CGON)029,678+29,678010.00%+1
STARBUCKS CORP(SBUX)011,408+11,408010.00%+1
PACIFIC PREMIER042,996+42,996010.00%+1
CATALENT INC017,808+17,808010.00%+1
ENVESTNET INC017,124+17,124010.00%+1
BROADCOM INC(AVGO)05,636+5,636010.00%+1
ADMA BIOLOGICS I048,584+48,584010.00%+1
FERGUSON ENTERPR(FERG)04,880+4,880010.00%+1
ABERCROMBIE FI06,934+6,934010.00%+1
XYLEM INC(XYL)07,162+7,162010.00%+1
COGNIZANT TECH A(CTSH)012,534+12,534010.00%+1
WARRIOR MET COAL(HCC)015,130+15,130010.00%+1
CHARLES RIVER LA(CRL)04,902+4,902010.00%+1
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