Fund HoldingsConcentric Capital Strategies, LP

Total Portfolio Value
$769.59M
Total Bought
$494.47M
Total Sold
$592.82M
Net Transaction
-$98.36M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PACKAGING CORP AMER(PKG)(Call)0246,300+246,300040,125+40,125
CORTEVA INC(CTVA)(Call)0425,400+425,400020,385+20,385
RELIANCE STEEL & ALUMINUM CO(RS)063,295+63,295017,7022.30%+17,702
SALESFORCE INC(CRM)055,369+55,369014,5701.89%+14,570
PACKAGING CORP AMER(PKG)074,856+74,856012,1951.58%+12,195
APPLE INC(AAPL)060,466+60,466011,6421.51%+11,642
BEST BUY INC(BBY)(Put)0140,500+140,500010,998+10,998
DELL TECHNOLOGIES INC(DELL)0195,906+195,906014,9871.95%+14,987
CHECK POINT SOFTWARE TECH LT
ORD
067,114+67,114010,2541.33%+10,254
EMCOR GROUP INC(EME)047,570+47,570010,2481.33%+10,248
MCDONALDS CORP(MCD)031,582+31,58209,3641.22%+9,364
ANSYS INC(Put)025,100+25,10009,108+9,108
UNION PAC CORP(UNP)036,795+36,79509,0381.17%+9,038
VERIZON COMMUNICATIONS INC(VZ)0232,909+232,90908,7811.14%+8,781
QORVO INC(QRVO)072,869+72,86908,2061.07%+8,206
QUALCOMM INC(QCOM)054,502+54,50207,8831.02%+7,883
L3HARRIS TECHNOLOGIES INC(LHX)034,959+34,95907,3630.96%+7,363
MASTERCARD INCORPORATED(MA)5,55522,225+16,6702,1999,4791.23%+7,280
PROGRESSIVE CORP(PGR)044,614+44,61407,1060.92%+7,106
AXALTA COATING SYS LTD(AXTA)(Call)195,100358,300+163,2005,24812,171+6,923
MICROSOFT CORP(MSFT)39,27750,626+11,34912,40219,0372.47%+6,636
PG&E CORP(PCG)0386,928+386,92806,9760.91%+6,976
WILLIS TOWERS WATSON PLC LTD(WTW)024,460+24,46005,9000.77%+5,900
SHERWIN WILLIAMS CO(SHW)38,93350,026+11,0939,93015,6032.03%+5,673
NETFLIX INC(NFLX)013,889+13,88906,7620.88%+6,762
GFL ENVIRONMENTAL INC(GFL)0236,594+236,59408,1651.06%+8,165
JPMORGAN CHASE & CO(JPM)056,241+56,24109,5671.24%+9,567
AMAZON COM INC(AMZN)085,986+85,986013,0651.70%+13,065
DOCUSIGN INC(DOCU)086,116+86,11605,1200.67%+5,120
ELECTRONIC ARTS INC(EA)035,992+35,99204,9240.64%+4,924
ELEMENT SOLUTIONS INC(ESI)0204,687+204,68704,7360.62%+4,736
COMMERCIAL METALS CO(CMC)093,678+93,67804,6880.61%+4,688
UNITED PARCEL SERVICE INC(UPS)(Put)029,800+29,80004,685+4,685
LOUISIANA PAC CORP(LPX)061,188+61,18804,3340.56%+4,334
CF INDS HLDGS INC(CF)65,276123,982+58,7065,5979,8571.28%+4,260
TEXAS ROADHOUSE INC(TXRH)034,693+34,69304,2410.55%+4,241
DISNEY WALT CO(DIS)046,529+46,52904,2010.55%+4,201
ALTAIR ENGR INC048,895+48,89504,1150.53%+4,115
SELECT SECTOR SPDR TR
ST STR STAPL ETF
055,985+55,98504,0330.52%+4,033
BENTLEY SYS INC(BSY)075,295+75,29503,9290.51%+3,929
STEEL DYNAMICS INC(STLD)033,155+33,15503,9160.51%+3,916
ENTEGRIS INC(ENTG)032,482+32,48203,8920.51%+3,892
EMERSON ELEC CO(EMR)039,189+39,18903,8140.50%+3,814
CROWN HLDGS INC(CCK)75,542113,598+38,0566,68410,4611.36%+3,777
ANALOG DEVICES INC(ADI)24,77040,618+15,8484,3378,0651.05%+3,728
SPOTIFY TECHNOLOGY S A(SPOT)020,937+20,93703,9340.51%+3,934
BJS WHSL CLUB HLDGS INC(BJ)(Call)051,700+51,70003,446+3,446
MONGODB INC(MDB)08,314+8,31403,3990.44%+3,399
RIO TINTO PLC(RIO)045,461+45,46103,3850.44%+3,385
PACCAR INC(PCAR)033,591+33,59103,2800.43%+3,280
ARAMARK(ARMK)0115,826+115,82603,2550.42%+3,255
LENNAR CORP(LEN)021,158+21,15803,1530.41%+3,153
PERMIAN RESOURCES CORP(PR)(Call)0224,000+224,00003,046+3,046
BOSTON SCIENTIFIC CORP(BSX)051,733+51,73302,9910.39%+2,991
BARCLAYS BANK PLC(DJP)0433,909+433,90906,7340.88%+6,734
SELECT SECTOR SPDR TR
ST STR CARE ETF
33,20751,830+18,6234,2757,0690.92%+2,794
PARKER-HANNIFIN CORP(PH)05,868+5,86802,7030.35%+2,703
LEIDOS HOLDINGS INC(LDOS)024,255+24,25502,6250.34%+2,625
AZEK CO INC067,957+67,95702,5990.34%+2,599
PAYPAL HLDGS INC(PYPL)041,210+41,21002,5310.33%+2,531
NORFOLK SOUTHN CORP(NSC)010,640+10,64002,5150.33%+2,515
KENVUE INC(KVUE)(Call)0112,600+112,60002,424+2,424
PROCORE TECHNOLOGIES INC(PCOR)034,918+34,91802,4170.31%+2,417
CHEVRON CORP NEW(CVX)015,856+15,85602,3650.31%+2,365
ELANCO ANIMAL HEALTH INC(ELAN)0153,966+153,96602,2940.30%+2,294
OKTA INC(OKTA)023,916+23,91602,1650.28%+2,165
AXALTA COATING SYS LTD(AXTA)0195,947+195,94706,6560.86%+6,656
SEALED AIR CORP NEW055,985+55,98502,0450.27%+2,045
DIAMOND OFFSHORE DRILLING IN0155,502+155,50202,0220.26%+2,022
FIVE9 INC(FIVN)025,535+25,53502,0090.26%+2,009
META PLATFORMS INC(META)27,27928,766+1,4878,18910,1821.32%+1,993
FASTENAL CO(FAST)030,675+30,67501,9870.26%+1,987
XYLEM INC(XYL)016,795+16,79501,9210.25%+1,921
SMITH A O CORP(AOS)022,394+22,39401,8460.24%+1,846
WENDYS CO(WEN)094,310+94,31001,8370.24%+1,837
UBER TECHNOLOGIES INC(UBER)131,525128,003-3,5226,0497,8811.02%+1,832
HUNTSMAN CORP(HUN)072,827+72,82701,8300.24%+1,830
CARLISLE COS INC(CSL)4,9599,768+4,8091,2863,0520.40%+1,766
DUPONT DE NEMOURS INC(DD)022,394+22,39401,7230.22%+1,723
JABIL INC(JBL)(Call)012,300+12,30001,567+1,567
MOSAIC CO NEW(MOS)039,189+39,18901,4000.18%+1,400
CANADIAN NAT RES LTD(CNQ)021,354+21,35401,3990.18%+1,399
TIDEWATER INC NEW(TDW)019,192+19,19201,3840.18%+1,384
BP PLC(BP)038,201+38,20101,3520.18%+1,352
CENOVUS ENERGY INC(CVE)079,534+79,53401,3240.17%+1,324
TRANSOCEAN LTD(RIG)0206,133+206,13301,3090.17%+1,309
AKAMAI TECHNOLOGIES INC(AKAM)010,521+10,52101,2450.16%+1,245
OVINTIV INC(OVV)028,193+28,19301,2380.16%+1,238
CHEMOURS CO(CC)039,189+39,18901,2360.16%+1,236
WABTEC(WAB)12,65420,155+7,5011,3452,5580.33%+1,213
CSX CORP(CSX)045,207+45,20701,5670.20%+1,567
BRINKER INTL INC(EAT)026,364+26,36401,1380.15%+1,138
EAGLE MATLS INC(EXP)013,449+13,44902,7280.35%+2,728
PINTEREST INC(PINS)50,68567,080+16,3951,3702,4850.32%+1,115
UPWORK INC(UPWK)074,212+74,21201,1040.14%+1,104
CONOCOPHILLIPS(COP)09,486+9,48601,1010.14%+1,101
DEVON ENERGY CORP NEW(DVN)023,000+23,00001,0420.14%+1,042
SUNCOR ENERGY INC NEW(SU)030,838+30,83809880.13%+988
NOV INC(NOV)048,207+48,20709780.13%+978
NUCOR CORP(NUE)05,598+5,59809740.13%+974
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