Fund HoldingsFactorial Partners, LLC

Total Portfolio Value
$157.96M
Total Bought
$21.58M
Total Sold
$17.59M
Net Transaction
+$3.99M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
WK KELLOGG CO0300,000+300,00003,9422.50%+3,942
SYNCHRONY FINANCIAL(SYF)043,000+43,00001,6421.04%+1,642
FLEETCOR TECHNOLOGIES INC7,70012,200+4,5001,9663,4482.18%+1,482
UNITED RENTALS INC(URI)11,30011,200-1005,0246,4224.07%+1,399
CAPITAL ONE FINL CORP(COF)34,40035,900+1,5003,3394,7072.98%+1,369
UNITEDHEALTH GROUP INC(UNH)3,4605,700+2,2401,7443,0011.90%+1,256
BLUEGREEN VACATIONS HLDG COR41,91036,000-5,9101,5372,7041.71%+1,167
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
8,20013,900+5,7001,1622,1931.39%+1,032
ASBURY AUTOMOTIVE GROUP INC5,0009,500+4,5001,1502,1371.35%+987
CITIGROUP INC(C)89,40089,40003,6774,5992.91%+922
ZIMVIE INC126,400114,400-12,0001,1892,0311.29%+841
WELLS FARGO CO NEW(WFC)93,80094,800+1,0003,8334,6662.95%+833
TRI POINTE HOMES INC
COM
58,90068,900+10,0001,6112,4391.54%+828
GENWORTH FINL INC(GNW)096,000+96,00006410.41%+641
MASTERBRAND INC(MBC)122,400142,400+20,0001,4872,1151.34%+627
AERCAP HOLDINGS NV(AER)44,30045,300+1,0002,7763,3672.13%+590
S&P GLOBAL INC(SPGI)7,8007,80002,8503,4362.18%+586
APPLE INC(AAPL)27,36027,36004,6845,2683.33%+583
GOLDMAN SACHS GROUP INC(GS)9,3609,36003,0293,6112.29%+582
PERRIGO CO PLC(PRGO)73,00090,400+17,4002,3322,9091.84%+577
DISCOVER FINL SVCS25,50024,600-9002,2092,7651.75%+556
NORFOLK SOUTHN CORP(NSC)18,60017,800-8003,6634,2082.66%+545
ISHARES TR29,30030,500+1,2002,9573,4782.20%+521
M D C HLDGS INC26,80029,400+2,6001,1051,6241.03%+519
ESAB CORPORATION(ESAB)30,60030,60002,1492,6511.68%+502
TAYLOR MORRISON HOME CORP(TMHC)46,00046,00001,9602,4541.55%+494
BRINKER INTL INC(EAT)40,30040,30001,2731,7401.10%+467
ISHARES TR4,7006,900+2,2006371,0720.68%+435
RADIAN GROUP INC(RDN)42,50052,500+10,0001,0671,4990.95%+432
MACYS INC(M)50,00050,00005811,0060.64%+426
KB HOME(KBH)24,10024,10001,1151,5050.95%+390
NVENT ELECTRIC PLC(NVT)62,10062,10003,2913,6692.32%+379
ORASURE TECHNOLOGIES INC163,000163,00009671,3370.85%+370
FIDELITY NATL INFORMATION SV(FIS)06,000+6,00003600.23%+360
GROUP 1 AUTOMOTIVE INC(GPI)8,5008,600+1002,2842,6211.66%+337
CENTURY CMNTYS INC(CCS)12,20012,300+1008151,1210.71%+306
ALPHA & OMEGA SEMICONDUCTOR(AOSL)011,600+11,60003020.19%+302
NOMAD FOODS LTD(NOMD)88,50096,500+8,0001,3471,6361.04%+289
HOME DEPOT INC(HD)11,10010,500-6003,3543,6392.30%+285
GENTEX CORP(GNTX)38,10046,100+8,0001,2401,5060.95%+266
WORTHINGTON ENTERPRISES INC(WOR)04,000+4,00002300.15%+230
ORTHOFIX MED INC39,85454,254+14,4005137310.46%+219
VIATRIS INC(VTRS)192,700194,700+2,0001,9002,1091.33%+209
LITHIA MTRS INC(LAD)6,1006,10001,8022,0091.27%+207
MSC INDL DIRECT INC(MSM)17,00018,500+1,5001,6691,8731.19%+205
AMERICAN EXPRESS CO(AXP)5,2005,20007769740.62%+198
TEVA PHARMACEUTICAL INDS LTD(TEVA)230,000243,000+13,0002,3462,5371.61%+191
8X8 INC NEW119,000125,000+6,0003004730.30%+173
BJS RESTAURANTS INC(BJRI)16,30015,300-1,0003825510.35%+169
CRACKER BARREL OLD CTRY STOR(CBRL)6,9008,100+1,2004646240.40%+161
CHEESECAKE FACTORY INC(CAKE)34,00034,00001,0301,1900.75%+160
TRAVEL PLUS LEISURE CO(TNL)56,90057,000+1002,0902,2281.41%+138
AIR LEASE CORP
CL A
68,00067,000-1,0002,6802,8101.78%+130
VITESSE ENERGY INC74,00083,000+9,0001,6941,8171.15%+123
CITIZENS FINL GROUP INC(CFG)9,30011,000+1,7002493650.23%+115
INOGEN INC33,10050,932+17,8321732800.18%+107
BLOOMIN BRANDS INC43,70041,700-2,0001,0751,1740.74%+99
FRANKLIN RESOURCES INC(BEN)22,00021,000-1,0005416260.40%+85
XPERI INC57,00057,00005626280.40%+66
VANGUARD ADMIRAL FDS INC7,0007,00005456100.39%+65
ALBERTSONS COS INC72,00074,000+2,0001,6381,7021.08%+64
PROGRESSIVE CORP(PGR)2,0002,00002793190.20%+40
ANGIODYNAMICS INC89,50088,500-1,0006546940.44%+40
GLOBE LIFE INC25,00022,600-2,4002,7182,7511.74%+33
GULF IS FABRICATION INC22,70022,700074980.06%+24
B & G FOODS INC NEW103,30099,300-4,0001,0221,0430.66%+21
DINE BRANDS GLOBAL INC30,00030,00001,4841,4900.94%+6
FIRST HORIZON CORPORATION(FHN)23,00018,000-5,0002532550.16%+1
AUTONATION INC(AN)1,4001,40002122100.13%-2
V2X INC(VVX)26,95528,355+1,4001,3921,3170.83%-76
ALLISON TRANSMISSION HLDGS I(ALSN)43,00042,000-1,0002,5402,4421.55%-97
CHORD ENERGY CORPORATION(CHRD)33,41631,416-2,0005,4165,2223.31%-193
JANUS HENDERSON GROUP PLC8,0000-8,0002070-207
M/I HOMES INC(MHO)7,5003,000-4,5006304130.26%-217
VAREX IMAGING CORP12,9000-12,9002420-242
FORTUNE BRANDS INNOVATIONS I(FBIN)4,0000-4,0002490-249
FIESTA RESTAURANT GROUP INC30,0000-30,0002540-254
PHIBRO ANIMAL HEALTH CORP(PAHC)89,20076,200-13,0001,1398820.56%-257
EBIX INC29,0000-29,0002870-287
ULTRA CLEAN HLDGS INC(UCTT)10,6000-10,6003150-315
ORGANON & CO(OGN)19,0000-19,0003300-330
CRA INTL INC(CRAI)4,1670-4,1674200-420
MGIC INVT CORP WIS(MTG)68,40036,900-31,5001,1427120.45%-430
DELL TECHNOLOGIES INC(DELL)7,5000-7,5005170-517
THE CIGNA GROUP(CI)10,8008,300-2,5003,0902,4851.57%-604
DAVITA INC(DVA)7,8000-7,8007370-737
BRISTOL-MYERS SQUIBB CO(BMY)50,10042,000-8,1002,9082,1551.36%-753
NCR CORP NEW28,2000-28,2007610-761
CSX CORP(CSX)100,30062,500-37,8003,0842,1671.37%-917
KELLANOVA40,70026,200-14,5002,4221,4650.93%-957
REINSURANCE GRP OF AMERICA I(RGA)12,4505,150-7,3001,8088330.53%-974
DAVE & BUSTERS ENTMT INC29,0000-29,0001,0750-1,075
PFIZER INC(PFE)43,2000-43,2001,4330-1,433
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