Fund HoldingsCorton Capital Inc.

Total Portfolio Value
$271.73M
Total Bought
$58.36M
Total Sold
$103.57M
Net Transaction
-$45.21M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MICRON TECHNOLOGY INC(MU)8,34117,563+9,2227122,0710.76%+1,359
MACYS INC(M)24,78189,335+64,5544991,7860.66%+1,287
LAM RESEARCH CORP(LRCX)0825+82508020.29%+802
EHEALTH INC0130,599+130,59907880.29%+788
NETFLIX INC(NFLX)02,095+2,09501,2720.47%+1,272
GUESS INC022,955+22,95507220.27%+722
VICTORIAS SECRET AND CO(VSXY)035,575+35,57506890.25%+689
BATH & BODY WORKS INC013,763+13,76306880.25%+688
MARRIOTT INTL INC NEW(MAR)02,725+2,72506880.25%+688
APPLIED MATLS INC07,728+7,72801,5940.59%+1,594
SIGNET JEWELERS LIMITED
SHS
05,742+5,74205750.21%+575
BEST BUY INC(BBY)011,023+11,02309040.33%+904
BREAD FINANCIAL HOLDINGS INC030,249+30,24901,1260.41%+1,126
UGI CORP NEW(UGI)021,645+21,64505310.20%+531
PTC THERAPEUTICS INC(PTCT)27,91444,494+16,5807691,2940.48%+525
QUALCOMM INC(QCOM)03,031+3,03105130.19%+513
THE TRADE DESK INC(TTD)05,862+5,86205120.19%+512
ROIVANT SCIENCES LTD(ROIV)087,871+87,87109260.34%+926
CHARTER COMMUNICATIONS INC N(CHTR)01,684+1,68404890.18%+489
T-MOBILE US INC(TMUS)02,971+2,97104850.18%+485
COINBASE GLOBAL INC(COIN)07,656+7,65602,0300.75%+2,030
NETAPP INC(NTAP)04,540+4,54004770.18%+477
AON PLC(AON)01,392+1,39204650.17%+465
NEXTRACKER INC014,778+14,77808320.31%+832
CONSTELLATION ENERGY CORP(CEG)04,441+4,44108210.30%+821
AVERY DENNISON CORP02,000+2,00004470.16%+447
WK KELLOGG CO023,611+23,61104440.16%+444
OCCIDENTAL PETE CORP(OXY)9,80515,828+6,0235851,0290.38%+443
TRAVELERS COMPANIES INC(TRV)03,401+3,40107830.29%+783
GENESCO INC015,202+15,20204280.16%+428
BUNGE GLOBAL SA(BG)04,063+4,06304170.15%+417
DANAHER CORPORATION(DHR)04,835+4,83501,2070.44%+1,207
SOUTHWEST AIRLS CO(LUV)013,989+13,98904080.15%+408
PACKAGING CORP AMER(PKG)02,068+2,06803920.14%+392
TURTLE BEACH CORP032,903+32,90305670.21%+567
PUBMATIC INC016,217+16,21703850.14%+385
PG&E CORP(PCG)022,685+22,68503800.14%+380
EATON CORP PLC(ETN)01,214+1,21403800.14%+380
AVIDITY BIOSCIENCES INC024,954+24,95406370.23%+637
APPIAN CORP(APPN)09,090+9,09003630.13%+363
STATE STR CORP(STT)04,696+4,69603630.13%+363
JFROG LTD(FROG)08,199+8,19903630.13%+363
ADAPTHEALTH CORP(AHCO)071,672+71,67208250.30%+825
MASTEC INC(MTZ)03,848+3,84803590.13%+359
HUNTINGTON INGALLS INDS INC(HII)01,228+1,22803580.13%+358
AMGEN INC(AMGN)01,248+1,24803550.13%+355
PURE STORAGE INC(P)06,677+6,67703470.13%+347
LOVESAC COMPANY015,332+15,33203470.13%+347
EVEREST GROUP LTD(EG)0861+86103420.13%+342
BIG LOTS INC079,026+79,02603420.13%+342
VORNADO RLTY TR(VNO)011,838+11,83803410.13%+341
SIMON PPTY GROUP INC NEW(SPG)02,160+2,16003380.12%+338
MOSAIC CO NEW(MOS)010,259+10,25903330.12%+333
NORDSTROM INC28,92142,662+13,7415348650.32%+331
INTERACTIVE BROKERS GROUP IN(IBKR)02,953+2,95303300.12%+330
VERTEX PHARMACEUTICALS INC(VRTX)02,722+2,72201,1380.42%+1,138
UWM HOLDINGS CORPORATION(UWMC)082,442+82,44205990.22%+599
TRI POINTE HOMES INC
COM
08,346+8,34603230.12%+323
APPFOLIO INC(APPF)01,302+1,30203210.12%+321
TRINET GROUP INC(TNET)02,424+2,42403210.12%+321
RAYONIER INC(RYN)09,618+9,61803200.12%+320
FTI CONSULTING INC(FCN)01,519+1,51903190.12%+319
YETI HLDGS INC(YETI)08,275+8,27503190.12%+319
WARNER MUSIC GROUP CORP(WMG)09,576+9,57603160.12%+316
TENET HEALTHCARE CORP(THC)02,975+2,97503130.12%+313
ZENTALIS PHARMACEUTICALS INC019,818+19,81803120.11%+312
LAUDER ESTEE COS INC(EL)02,012+2,01203100.11%+310
HASHICORP INC043,108+43,10801,1620.43%+1,162
STEEL DYNAMICS INC(STLD)04,093+4,09306070.22%+607
TRAVEL PLUS LEISURE CO(TNL)06,288+6,28803080.11%+308
SAIA INC(SAIA)0525+52503070.11%+307
KOHLS CORP(KSS)20,44530,355+9,9105868850.33%+298
OLD DOMINION FREIGHT LINE IN(ODFL)01,358+1,35802980.11%+298
PEGASYSTEMS INC(PEGA)04,579+4,57902960.11%+296
SCORPIO TANKERS INC(STNG)04,122+4,12202950.11%+295
IMMUNOVANT INC(IMVT)09,027+9,02702920.11%+292
HERBALIFE LTD(HLF)028,975+28,97502910.11%+291
MSA SAFETY INC(MSA)01,490+1,49002880.11%+288
DOLLAR TREE INC(DLTR)02,162+2,16202880.11%+288
UNITY SOFTWARE INC(U)010,763+10,76302870.11%+287
LOUISIANA PAC CORP(LPX)03,366+3,36602820.10%+282
BJS WHSL CLUB HLDGS INC(BJ)03,710+3,71002810.10%+281
V2X INC(VVX)05,961+5,96102780.10%+278
CRANE COMPANY(CR)02,060+2,06002780.10%+278
MERCURY GENL CORP NEW(MCY)05,347+5,34702760.10%+276
ACCOLADE INC025,554+25,55402680.10%+268
KEURIG DR PEPPER INC(KDP)08,726+8,72602680.10%+268
KINDER MORGAN INC DEL(KMI)043,172+43,17207920.29%+792
ALEXANDRIA REAL ESTATE EQ IN02,037+2,03702630.10%+263
BERKSHIRE HATHAWAY INC DEL02,430+2,43001,0220.38%+1,022
EMERSON ELEC CO(EMR)02,265+2,26502570.09%+257
PROGRESSIVE CORP(PGR)01,239+1,23902560.09%+256
GUARDANT HEALTH INC(GH)012,348+12,34802550.09%+255
REVOLUTION MEDICINES INC(RVMD)07,856+7,85602530.09%+253
ASBURY AUTOMOTIVE GROUP INC01,068+1,06802520.09%+252
BOOZ ALLEN HAMILTON HLDG COR01,675+1,67502490.09%+249
GRAPHIC PACKAGING HLDG CO(GPK)08,331+8,33102430.09%+243
NORTHWEST NAT HLDG CO(NWN)06,470+6,47002410.09%+241
LEAR CORP(LEA)01,643+1,64302380.09%+238
KKR & CO INC(KKR)02,348+2,34802360.09%+236
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