Fund HoldingsCenterBook Partners LP

Total Portfolio Value
$2.05B
Total Bought
$832.45M
Total Sold
$809.36M
Net Transaction
+$23.09M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ELI LILLY & CO(LLY)024,471+24,471026,2981.29%+26,298
WALMART INC(WMT)0214,991+214,991023,9521.17%+23,952
GITLAB INC(GTLB)0488,247+488,247018,3240.90%+18,324
MICROSOFT CORP(MSFT)097,900+97,900047,3462.31%+47,346
GE AEROSPACE(GE)049,788+49,788015,3360.75%+15,336
URANIUM RTY CORP04,447,408+4,447,408015,7440.77%+15,744
GREEN DOT CORP243,3531,233,176+989,8233,26815,7970.77%+12,529
IONIS PHARMACEUTICALS INC(IONS)0153,949+153,949012,1790.60%+12,179
MECHANICS BANCORP(MCHB)0850,570+850,570012,4440.61%+12,444
CISCO SYS INC(CSCO)0139,475+139,475010,7440.52%+10,744
ENERGY FUELS INC(UUUU)0705,108+705,108010,2520.50%+10,252
HOME DEPOT INC(HD)029,763+29,763010,2410.50%+10,241
UBER TECHNOLOGIES INC(UBER)0263,986+263,986021,5701.05%+21,570
ROIVANT SCIENCES LTD(ROIV)0611,833+611,833013,2770.65%+13,277
APPLIED MATLS INC036,581+36,58109,4010.46%+9,401
FUELCELL ENERGY INC(FCEL)01,278,746+1,278,74609,3480.46%+9,348
LUMENTUM HLDGS INC(LITE)023,497+23,49708,6610.42%+8,661
SHOALS TECHNOLOGIES GROUP IN(SHLS)0999,361+999,36108,4950.42%+8,495
RED CAT HLDGS INC(RCAT)01,105,132+1,105,13208,7640.43%+8,764
AMPHENOL CORP NEW118,914165,968+47,05414,71622,4291.10%+7,713
LPL FINL HLDGS INC(LPLA)021,322+21,32207,6160.37%+7,616
TESLA INC(TSLA)017,638+17,63807,9320.39%+7,932
OLIN CORP(OLN)108,993488,330+379,3372,72410,1720.50%+7,448
WEX INC(WEX)20,08270,834+50,7523,16410,5530.52%+7,389
UR-ENERGY INC010,661,242+10,661,242014,8190.72%+14,819
TJX COS INC NEW(TJX)113,505153,730+40,22516,40623,6141.15%+7,208
NORDIC AMERICAN TANKERS LIMI
COM
1,761,1983,700,409+1,939,2115,53012,7290.62%+7,199
GEO GROUP INC NEW(GEO)0428,812+428,81206,9120.34%+6,912
COMPASS DIVERSIFIED01,374,382+1,374,38206,5970.32%+6,597
COGENT COMMUNICATIONS HLDGS169,761601,735+431,9746,51012,9730.63%+6,463
CDW CORP(CDW)047,151+47,15106,4220.31%+6,422
MEDTRONIC PLC(MDT)066,558+66,55806,3940.31%+6,394
PROGYNY INC424,393578,171+153,7789,13314,8470.73%+5,714
AMAZON COM INC(AMZN)183,123198,871+15,74840,20845,9032.24%+5,695
INSPERITY INC(NSP)0146,439+146,43905,6700.28%+5,670
UNITY SOFTWARE INC(U)0147,708+147,70806,5240.32%+6,524
EVOLV TECHNOLOGIES HLDNGS IN(EVLV)01,075,877+1,075,87707,7030.38%+7,703
CANADA GOOSE HLDGS INC(GOOS)0414,129+414,12905,3630.26%+5,363
XERIS BIOPHARMA HOLDINGS INC01,391,590+1,391,590010,9240.53%+10,924
MARINEMAX INC304,718532,452+227,7347,71912,9010.63%+5,183
CSW INDUSTRIALS INC(CSW)017,640+17,64005,1780.25%+5,178
AIR LEASE CORP
CL A
080,228+80,22805,1530.25%+5,153
JAZZ PHARMACEUTICALS PLC(JAZZ)030,104+30,10405,1180.25%+5,118
SHERWIN WILLIAMS CO(SHW)023,267+23,26707,5390.37%+7,539
CARDINAL HEALTH INC(CAH)024,697+24,69705,0750.25%+5,075
EXTREME NETWORKS(EXTR)0426,394+426,39407,0990.35%+7,099
SERVICENOW INC(NOW)030,865+30,86504,7280.23%+4,728
LAS VEGAS SANDS CORP(LVS)070,488+70,48804,5880.22%+4,588
GREEN PLAINS INC(GPRE)0461,356+461,35604,5210.22%+4,521
DORMAN PRODS INC(DORM)035,843+35,84304,4150.22%+4,415
RANPAK HOLDINGS CORP0796,548+796,54804,3090.21%+4,309
VIRIDIAN THERAPEUTICS INC(VRDN)0136,717+136,71704,2550.21%+4,255
XPONENTIAL FITNESS INC0516,759+516,75904,2530.21%+4,253
BIONTECH SE(BNTX)0236,175+236,175022,4841.10%+22,484
ROCKET COS INC(RKT)0215,359+215,35904,1690.20%+4,169
STAAR SURGICAL CO(STAA)0177,974+177,97404,1090.20%+4,109
PUBMATIC INC748,4601,147,055+398,5956,19710,1740.50%+3,977
LOCKHEED MARTIN CORP(LMT)08,067+8,06703,9020.19%+3,902
PERRIGO CO PLC(PRGO)0573,644+573,64407,9850.39%+7,985
WHITEFIBER INC(WYFI)0245,153+245,15303,8730.19%+3,873
TRANSUNION(TRU)087,701+87,70107,5200.37%+7,520
DIGITALOCEAN HLDGS INC(DOCN)078,866+78,86603,7950.19%+3,795
PRIMO BRANDS CORPORATION(PRMB)0230,500+230,50003,7690.18%+3,769
10X GENOMICS INC(TXG)0230,772+230,77203,7640.18%+3,764
TRANSALTA CORP(TAC)0377,942+377,94204,7770.23%+4,777
QUANEX BLDG PRODS CORP(NX)0274,231+274,23104,2180.21%+4,218
GROCERY OUTLET HLDG CORP(GO)0645,159+645,15906,5160.32%+6,516
RH(RH)035,022+35,02206,2740.31%+6,274
MARVELL TECHNOLOGY INC(MRVL)42,78084,084+41,3043,5977,1450.35%+3,549
DAVE & BUSTERS ENTMT INC0265,155+265,15504,2980.21%+4,298
TEXAS ROADHOUSE INC(TXRH)021,005+21,00503,4870.17%+3,487
STEVANATO GROUP S P A
ORD SHS
0249,510+249,51005,0200.25%+5,020
KIRBY CORP(KEX)033,110+33,11003,6480.18%+3,648
POOL CORP(POOL)014,781+14,78103,3810.17%+3,381
BOYD GROUP SERVICES INC(BGSI)021,150+21,15003,3690.16%+3,369
GOLD COM INC(GOLD)225,764269,332+43,5685,8419,1710.45%+3,330
NETSKOPE INC(NTSK)0212,198+212,19803,7220.18%+3,722
SYSCO CORP(SYY)065,463+65,46304,8240.24%+4,824
ALASKA AIR GROUP INC062,210+62,21003,1290.15%+3,129
US FOODS HLDG CORP(USFD)041,303+41,30303,1110.15%+3,111
NU HLDGS LTD(NU)0233,562+233,56203,9100.19%+3,910
NIKE INC(NKE)0117,630+117,63007,4940.37%+7,494
AECOM(ACM)032,305+32,30503,0800.15%+3,080
NORTH AMERN CONSTR GROUP LTD0210,273+210,27303,0220.15%+3,022
MIRUM PHARMACEUTICALS INC(MIRM)045,367+45,36703,5840.18%+3,584
VOYA FINANCIAL INC(VOYA)039,715+39,71502,9580.14%+2,958
KOPIN CORP01,249,928+1,249,92802,9250.14%+2,925
TRANSOCEAN LTD(RIG)0699,993+699,99302,8910.14%+2,891
ROYAL BK CDA(RY)56,84465,378+8,5348,37411,1460.54%+2,772
LIVE NATION ENTERTAINMENT IN(LYV)022,143+22,14303,1550.15%+3,155
CRANE NXT CO(CXT)058,014+58,01402,7310.13%+2,731
JANUS INTERNATIONAL GROUP IN0416,517+416,51702,7240.13%+2,724
U S PHYSICAL THERAPY(USPH)041,284+41,28403,2240.16%+3,224
VERTIV HOLDINGS CO(VRT)025,595+25,59504,1470.20%+4,147
ORION GROUP HLDGS INC0720,561+720,56107,1620.35%+7,162
VICI PPTYS INC(VICI)093,706+93,70602,6350.13%+2,635
FERROGLOBE PLC01,474,228+1,474,22806,8400.33%+6,840
AUTOZONE INC(AZO)0772+77202,6180.13%+2,618
MOSAIC CO NEW(MOS)0171,428+171,42804,1300.20%+4,130
LANTHEUS HLDGS INC(LNTH)038,354+38,35402,5520.12%+2,552
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