Fund HoldingsFactorial Partners, LLC

Total Portfolio Value
$144.89M
Total Bought
$16.12M
Total Sold
$12.36M
Net Transaction
+$3.76M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
DINE BRANDS GLOBAL INC023,000+23,00001,3350.92%+1,335
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
07,500+7,50001,1220.77%+1,122
GILEAD SCIENCES INC(GILD)014,000+14,00001,0790.74%+1,079
MASTERBRAND INC(MBC)52,400120,400+68,0004211,4000.97%+979
UNITEDHEALTH GROUP INC(UNH)1,5003,460+1,9607091,6631.15%+954
ASBURY AUTOMOTIVE GROUP INC03,950+3,95009500.66%+950
PERRIGO CO PLC(PRGO)34,90062,900+28,0001,2522,1351.47%+884
ANGIODYNAMICS INC077,500+77,50008080.56%+808
APPLE INC(AAPL)27,36027,36004,5125,3073.66%+795
NVENT ELECTRIC PLC(NVT)57,10062,100+5,0002,4523,2092.21%+757
DISCOVER FINL SVCS40,70040,70004,0234,7563.28%+733
ENACT HLDGS INC029,000+29,00007290.50%+729
NORFOLK SOUTHN CORP(NSC)16,50018,600+2,1003,4984,2182.91%+720
UNITED RENTALS INC(URI)11,00011,300+3004,3535,0333.47%+679
CHORD ENERGY CORPORATION(CHRD)33,71633,71604,5385,1863.58%+647
ALLISON TRANSMISSION HLDGS I(ALSN)41,00043,000+2,0001,8552,4281.68%+573
FIRST HORIZON CORPORATION(FHN)044,000+44,00004960.34%+496
M D C HLDGS INC20,80027,800+7,0008081,3000.90%+492
WELLS FARGO CO NEW(WFC)89,30089,30003,3383,8112.63%+473
TAYLOR MORRISON HOME CORP(TMHC)48,64047,640-1,0001,8612,3231.60%+462
ZIMVIE INC142,400132,400-10,0001,0301,4871.03%+457
MSC INDL DIRECT INC(MSM)14,00017,000+3,0001,1761,6201.12%+444
LITHIA MTRS INC(LAD)5,9005,90001,3511,7941.24%+444
EBIX INC21,90029,000+7,1002897310.50%+442
S&P GLOBAL INC(SPGI)7,8007,80002,6893,1272.16%+438
CITIZENS FINL GROUP INC(CFG)015,300+15,30003990.28%+399
DELL TECHNOLOGIES INC(DELL)28,50028,50001,1461,5421.06%+396
BLUEGREEN VACATIONS HLDG COR41,01241,910+8981,1231,4941.03%+371
XPERI INC31,00052,000+21,0003396840.47%+345
CENTURY CMNTYS INC(CCS)03,900+3,90002990.21%+299
DAVITA INC(DVA)14,20014,20001,1521,4270.98%+275
GROUP 1 AUTOMOTIVE INC(GPI)8,5008,50001,9252,1941.51%+269
V2X INC(VVX)26,95526,95501,0711,3360.92%+265
CAPITAL ONE FINL CORP(COF)34,00032,000-2,0003,2693,5002.42%+230
AIR LEASE CORP
CL A
90,00090,00003,5433,7672.60%+223
VITESSE ENERGY INC47,00048,000+1,0008941,0750.74%+181
HOME DEPOT INC(HD)11,50011,50003,3943,5722.47%+178
LIVEPERSON INC037,000+37,00001670.12%+167
ALBERTSONS COS INC68,00072,000+4,0001,4131,5711.08%+158
TEVA PHARMACEUTICAL INDS LTD(TEVA)154,500202,500+48,0001,3671,5251.05%+158
KELLOGG CO15,00017,200+2,2001,0041,1590.80%+155
NOMAD FOODS LTD(NOMD)94,400109,600+15,2001,7691,9201.33%+151
AERCAP HOLDINGS NV(AER)20,20020,20001,1361,2830.89%+147
M/I HOMES INC(MHO)38,10029,200-8,9002,4042,5461.76%+142
ISHARES TR30,30030,30003,1143,2462.24%+132
BRISTOL-MYERS SQUIBB CO(BMY)51,80058,200+6,4003,5903,7222.57%+132
REINSURANCE GRP OF AMERICA I(RGA)14,25014,25001,8921,9761.36%+85
8X8 INC NEW83,000101,000+18,0003464270.29%+81
MGIC INVT CORP WIS(MTG)92,20082,500-9,7001,2371,3030.90%+65
TRAVEL PLUS LEISURE CO(TNL)56,90056,90002,2302,2951.58%+65
ULTRA CLEAN HLDGS INC(UCTT)10,60010,60003514080.28%+56
GENERAC HLDGS INC(GNRC)11,5008,700-2,8001,2421,2970.90%+55
BJS RESTAURANTS INC(BJRI)15,30015,30004464870.34%+41
ANYWHERE REAL ESTATE INC23,00023,00001211540.11%+32
AMERICAN EXPRESS CO(AXP)3,2003,20005285570.38%+30
VANGUARD ADMIRAL FDS INC7,0007,00005515760.40%+26
NCR CORP NEW29,20028,200-1,0006897110.49%+22
KB HOME(KBH)30,50024,100-6,4001,2251,2460.86%+21
GENTEX CORP(GNTX)40,10039,100-1,0001,1241,1440.79%+20
ESAB CORPORATION(ESAB)34,30030,600-3,7002,0262,0361.41%+10
CSX CORP(CSX)116,300102,300-14,0003,4823,4882.41%+6
ORTHOFIX MED INC45,45442,154-3,3007617610.53%-0
FRANKLIN RESOURCES INC(BEN)35,70035,70009629540.66%-8
FIESTA RESTAURANT GROUP INC34,00034,00002792700.19%-10
GLOBE LIFE INC25,00025,00002,7512,7411.89%-10
GULF IS FABRICATION INC22,70022,700084740.05%-10
CHEESECAKE FACTORY INC(CAKE)32,00032,00001,1221,1070.76%-15
CRA INTL INC(CRAI)4,5674,56704924660.32%-27
BRINKER INTL INC(EAT)38,30038,30001,4551,4020.97%-54
BLOOMIN BRANDS INC59,50054,700-4,8001,5261,4711.02%-55
IHEARTMEDIA INC49,00037,000-12,0001911350.09%-56
FORTUNE BRANDS INNOVATIONS I(FBIN)14,50011,000-3,5008527910.55%-60
MACYS INC(M)50,00050,00008758030.55%-72
JANUS HENDERSON GROUP PLC(JHG)13,60010,600-3,0003622890.20%-73
PHIBRO ANIMAL HEALTH CORP(PAHC)78,70082,200+3,5001,2061,1260.78%-80
CITIGROUP INC(C)90,40089,400-1,0004,2394,1162.84%-123
TRI POINTE HOMES INC
COM
81,50058,900-22,6002,0641,9351.34%-128
VIATRIS INC(VTRS)214,700193,700-21,0002,0651,9331.33%-132
INOGEN INC58,60051,100-7,5007315900.41%-141
POST HLDGS INC(POST)12,45010,000-2,4501,1198670.60%-252
PROGRESSIVE CORP(PGR)3,7002,000-1,7005292650.18%-265
ORASURE TECHNOLOGIES INC169,000148,000-21,0001,0227410.51%-281
DORIAN LPG LTD15,2040-15,2043030-303
CORCEPT THERAPEUTICS INC14,0000-14,0003030-303
ELANCO ANIMAL HEALTH INC34,0000-34,0003200-320
ONESPAN INC23,5000-23,5004110-411
RADIAN GROUP INC(RDN)39,50016,500-23,0008734170.29%-456
B & G FOODS INC NEW95,30073,300-22,0001,4801,0200.70%-460
MARATHON OIL CORP19,5000-19,5004670-467
ORGANON & CO(OGN)47,50028,000-19,5001,1175830.40%-535
GOLDMAN SACHS GROUP INC(GS)10,5308,580-1,9503,4442,7671.91%-677
AUTONATION INC(AN)7,1001,400-5,7009542300.16%-724
PFIZER INC(PFE)68,20054,200-14,0002,7831,9881.37%-795
ISHARES TR11,3003,300-8,0001,5484650.32%-1,084
GATES INDL CORP PLC
ORD SHS
82,0000-82,0001,1390-1,139
BIOGEN INC5,8500-5,8501,6260-1,626
Page 1 of 1