Fund HoldingsFactorial Partners, LLC

Total Portfolio Value
$136.92M
Total Bought
$14.67M
Total Sold
$18.90M
Net Transaction
-$4.23M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
THE CIGNA GROUP(CI)010,800+10,80003,0902.26%+3,090
FLEETCOR TECHNOLOGIES INC07,700+7,70001,9661.44%+1,966
AERCAP HOLDINGS NV(AER)20,20044,300+24,1001,2832,7762.03%+1,493
KELLANOVA17,20040,700+23,5001,1592,4221.77%+1,263
DAVE & BUSTERS ENTMT INC029,000+29,00001,0750.79%+1,075
TEVA PHARMACEUTICAL INDS LTD(TEVA)202,500230,000+27,5001,5252,3461.71%+821
RADIAN GROUP INC(RDN)16,50042,500+26,0004171,0670.78%+650
VITESSE ENERGY INC48,00074,000+26,0001,0751,6941.24%+619
CENTURY CMNTYS INC(CCS)3,90012,200+8,3002998150.60%+516
CRACKER BARREL OLD CTRY STOR(CBRL)06,900+6,90004640.34%+464
GOLDMAN SACHS GROUP INC(GS)8,5809,360+7802,7673,0292.21%+261
VAREX IMAGING CORP012,900+12,90002420.18%+242
CHORD ENERGY CORPORATION(CHRD)33,71633,416-3005,1865,4163.96%+230
ORASURE TECHNOLOGIES INC148,000163,000+15,0007419670.71%+225
AMERICAN EXPRESS CO(AXP)3,2005,200+2,0005577760.57%+218
ASBURY AUTOMOTIVE GROUP INC3,9505,000+1,0509501,1500.84%+201
PERRIGO CO PLC(PRGO)62,90073,000+10,1002,1352,3321.70%+197
ISHARES TR3,3004,700+1,4004656370.47%+172
DINE BRANDS GLOBAL INC23,00030,000+7,0001,3351,4841.08%+149
ESAB CORPORATION(ESAB)30,60030,60002,0362,1491.57%+113
ALLISON TRANSMISSION HLDGS I(ALSN)43,00043,00002,4282,5401.85%+112
GENTEX CORP(GNTX)39,10038,100-1,0001,1441,2400.91%+96
GROUP 1 AUTOMOTIVE INC(GPI)8,5008,50002,1942,2841.67%+90
MASTERBRAND INC(MBC)120,400122,400+2,0001,4001,4871.09%+87
NVENT ELECTRIC PLC(NVT)62,10062,10003,2093,2912.40%+82
UNITEDHEALTH GROUP INC(UNH)3,4603,46001,6631,7441.27%+81
ALBERTSONS COS INC72,00072,00001,5711,6381.20%+67
V2X INC(VVX)26,95526,95501,3361,3921.02%+57
NCR CORP NEW28,20028,20007117610.56%+50
MSC INDL DIRECT INC(MSM)17,00017,00001,6201,6691.22%+49
BLUEGREEN VACATIONS HLDG COR41,91041,91001,4941,5371.12%+43
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
7,5008,200+7001,1221,1620.85%+40
WELLS FARGO CO NEW(WFC)89,30093,800+4,5003,8113,8332.80%+21
PROGRESSIVE CORP(PGR)2,0002,00002652790.20%+14
PHIBRO ANIMAL HEALTH CORP(PAHC)82,20089,200+7,0001,1261,1390.83%+13
LITHIA MTRS INC(LAD)5,9006,100+2001,7941,8021.32%+7
B & G FOODS INC NEW73,300103,300+30,0001,0201,0220.75%+1
GULF IS FABRICATION INC22,70022,700074740.05%0
UNITED RENTALS INC(URI)11,30011,30005,0335,0243.67%-9
FIESTA RESTAURANT GROUP INC34,00030,000-4,0002702540.19%-16
AUTONATION INC(AN)1,4001,40002302120.15%-18
GLOBE LIFE INC25,00025,00002,7412,7181.99%-22
VANGUARD ADMIRAL FDS INC7,0007,00005765450.40%-31
VIATRIS INC(VTRS)193,700192,700-1,0001,9331,9001.39%-33
CRA INTL INC(CRAI)4,5674,167-4004664200.31%-46
CHEESECAKE FACTORY INC(CAKE)32,00034,000+2,0001,1071,0300.75%-76
JANUS HENDERSON GROUP PLC10,6008,000-2,6002892070.15%-82
ULTRA CLEAN HLDGS INC(UCTT)10,60010,60004083150.23%-93
BJS RESTAURANTS INC(BJRI)15,30016,300+1,0004873820.28%-104
XPERI INC52,00057,000+5,0006845620.41%-122
8X8 INC NEW101,000119,000+18,0004273000.22%-127
BRINKER INTL INC(EAT)38,30040,300+2,0001,4021,2730.93%-129
KB HOME(KBH)24,10024,10001,2461,1150.81%-131
IHEARTMEDIA INC37,0000-37,0001350-135
CITIZENS FINL GROUP INC(CFG)15,3009,300-6,0003992490.18%-150
ANYWHERE REAL ESTATE INC23,0000-23,0001540-154
ANGIODYNAMICS INC77,50089,500+12,0008086540.48%-154
MGIC INVT CORP WIS(MTG)82,50068,400-14,1001,3031,1420.83%-161
CAPITAL ONE FINL CORP(COF)32,00034,400+2,4003,5003,3392.44%-161
LIVEPERSON INC37,0000-37,0001670-167
REINSURANCE GRP OF AMERICA I(RGA)14,25012,450-1,8001,9761,8081.32%-169
M D C HLDGS INC27,80026,800-1,0001,3001,1050.81%-195
TRAVEL PLUS LEISURE CO(TNL)56,90056,90002,2952,0901.53%-205
HOME DEPOT INC(HD)11,50011,100-4003,5723,3542.45%-218
MACYS INC(M)50,00050,00008035810.42%-222
FIRST HORIZON CORPORATION(FHN)44,00023,000-21,0004962530.19%-242
ORTHOFIX MED INC42,15439,854-2,3007615130.37%-249
ORGANON & CO(OGN)28,00019,000-9,0005833300.24%-253
S&P GLOBAL INC(SPGI)7,8007,80003,1272,8502.08%-277
ISHARES TR30,30029,300-1,0003,2462,9572.16%-289
ZIMVIE INC132,400126,400-6,0001,4871,1890.87%-297
TRI POINTE HOMES INC
COM
58,90058,90001,9351,6111.18%-325
TAYLOR MORRISON HOME CORP(TMHC)47,64046,000-1,6402,3231,9601.43%-363
BLOOMIN BRANDS INC54,70043,700-11,0001,4711,0750.78%-396
CSX CORP(CSX)102,300100,300-2,0003,4883,0842.25%-404
FRANKLIN RESOURCES INC(BEN)35,70022,000-13,7009545410.39%-413
INOGEN INC51,10033,100-18,0005901730.13%-417
CITIGROUP INC(C)89,40089,40004,1163,6772.69%-439
EBIX INC29,00029,00007312870.21%-444
FORTUNE BRANDS INNOVATIONS I(FBIN)11,0004,000-7,0007912490.18%-543
NORFOLK SOUTHN CORP(NSC)18,60018,60004,2183,6632.68%-555
PFIZER INC(PFE)54,20043,200-11,0001,9881,4331.05%-555
NOMAD FOODS LTD(NOMD)109,60088,500-21,1001,9201,3470.98%-573
APPLE INC(AAPL)27,36027,36005,3074,6843.42%-623
DAVITA INC(DVA)14,2007,800-6,4001,4277370.54%-689
ENACT HLDGS INC29,0000-29,0007290-729
BRISTOL-MYERS SQUIBB CO(BMY)58,20050,100-8,1003,7222,9082.12%-814
POST HLDGS INC(POST)10,0000-10,0008670-866
DELL TECHNOLOGIES INC(DELL)28,5007,500-21,0001,5425170.38%-1,025
GILEAD SCIENCES INC(GILD)14,0000-14,0001,0790-1,079
AIR LEASE CORP
CL A
90,00068,000-22,0003,7672,6801.96%-1,087
GENERAC HLDGS INC(GNRC)8,7000-8,7001,2970-1,297
M/I HOMES INC(MHO)29,2007,500-21,7002,5466300.46%-1,916
DISCOVER FINL SVCS40,70025,500-15,2004,7562,2091.61%-2,547
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