Fund HoldingsEHP Funds Inc.

Total Portfolio Value
$211.80M
Total Bought
$116.38M
Total Sold
$309.77M
Net Transaction
-$193.40M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
INVESCO QQQ TR25,40069,700+44,3009,38324,97111.79%+15,588
VANECK ETF TRUST
SEMICONDUCTR ETF
60,000153,700+93,7009,13522,28310.52%+13,148
SPDR SER TR
ST STR SP METAL
0200,500+200,500010,5264.97%+10,526
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0115,800+115,800010,4674.94%+10,467
VS TRUST(SVIX)0270,700+270,70007,5473.56%+7,547
SCULPTOR CAP MGMT0281,261+281,26103,2631.54%+3,263
UNITED STATES STL CORP NEW090,000+90,00002,9231.38%+2,923
FIESTA RESTAURANT GROUP INC0285,467+285,46702,4151.14%+2,415
HERITAGE CRYSTAL CLEAN INC052,558+52,55802,3841.13%+2,384
CIRCOR INTL INC042,679+42,67902,3791.12%+2,379
CAPRI HOLDINGS LIMITED
SHS
045,000+45,00002,3671.12%+2,367
HERSHA HOSPITALITY TR0240,000+240,00002,3661.12%+2,366
TABULA RASA HEALTHCARE INC0225,000+225,00002,3201.10%+2,320
NEW RELIC INC027,000+27,00002,3121.09%+2,312
DENBURY INC023,369+23,36902,2901.08%+2,290
SOVOS BRANDS INC0100,804+100,80402,2731.07%+2,273
SIGMA LITHIUM CORPORATION(SGML)(Call)070,000+70,00002,271+2,271
ABCAM PLC0100,000+100,00002,2631.07%+2,263
POLYMET MNG CORP01,069,814+1,069,81402,2251.05%+2,225
SPLUNK INC015,000+15,00002,1941.04%+2,194
CHASE CORP017,000+17,00002,1631.02%+2,163
COMPUTER TASK GROUP INC0200,300+200,30002,0690.98%+2,069
SELECT SECTOR SPDR TR
ST STR UTIL ETF
035,000+35,00002,0630.97%+2,063
SELECT SECTOR SPDR TR
ST STR STAPL ETF
029,900+29,90002,0570.97%+2,057
ARCO PLATFORM LTD0132,761+132,76101,8290.86%+1,829
INTERCEPT PHARMACEUTICALS IN084,210+84,21001,5610.74%+1,561
AVID TECHNOLOGY INC042,154+42,15401,1330.53%+1,133
EARTHSTONE ENERGY INC043,195+43,19508740.41%+874
EOG RES INC(EOG)05,400+5,40006850.32%+685
BERKSHIRE HATHAWAY INC DEL01,600+1,60005600.26%+560
COMCAST CORP NEW(CCZ)011,700+11,70005190.24%+519
CATERPILLAR INC(CAT)03,800+3,80001,0370.49%+1,037
DARDEN RESTAURANTS INC(DRI)02,400+2,40003440.16%+344
LYONDELLBASELL INDUSTRIES N
SHS - A -
03,600+3,60003410.16%+341
RADIAN GROUP INC(RDN)013,000+13,00003260.15%+326
CHORD ENERGY CORPORATION(CHRD)02,000+2,00003240.15%+324
ALTRIA GROUP INC(MO)07,700+7,70003240.15%+324
LANDSTAR SYS INC(LSTR)01,800+1,80003180.15%+318
LIFEZONE METALS LIMITED
*W EXP 07/05/202
0251,591+251,59102970.14%+297
HCA HEALTHCARE INC(HCA)01,200+1,20002950.14%+295
COPART INC(CPRT)06,500+6,50002800.13%+280
AMGEN INC(AMGN)01,000+1,00002690.13%+269
ELI LILLY & CO(LLY)0500+50002690.13%+269
BLACKROCK CAP INVT CORP072,096+72,09602670.13%+267
SMITH A O CORP(AOS)04,000+4,00002650.12%+265
APPLIED MATLS INC01,900+1,90002630.12%+263
PULTE GROUP INC(PHM)03,500+3,50002590.12%+259
EPR PPTYS(EPR)06,000+6,00002490.12%+249
ALPHABET INC(GOOG)01,900+1,90002490.12%+249
VISTRA CORP(VST)07,400+7,40002460.12%+246
SIMON PPTY GROUP INC NEW(SPG)02,100+2,10002270.11%+227
ARCH CAP GROUP LTD
ORD
14,37016,100+1,7301,0761,2830.61%+208
GILEAD SCIENCES INC(GILD)12,35014,900+2,5509521,1170.53%+165
GREAT AJAX CORP023,942+23,94201540.07%+154
MGIC INVT CORP WIS(MTG)019,400+19,40003240.15%+324
EVEREST GROUP LTD(EG)01,600+1,60005950.28%+595
SOUTHLAND HLDGS INC0188,804+188,80401300.06%+130
MERCATO PARTNERS ACQUISITION0531,062+531,06201120.05%+112
AFLAC INC(AFL)17,99017,600-3901,2561,3510.64%+95
ABACUS LIFE INC0237,476+237,4760900.04%+90
ATHENA CONSUMER ACQ CORP0218,251+218,2510790.04%+79
LINDE PLC(LIN)01,500+1,50005590.26%+559
VERTEX PHARMACEUTICALS INC(VRTX)2,1002,300+2007398000.38%+61
OXUS ACQUISITION CORP0561,221+561,2210840.04%+84
MOUNTAIN & CO I ACQUISITN CO0592,039+592,0390890.04%+89
TJX COS INC NEW(TJX)13,91013,800-1101,1791,2270.58%+47
AMERICAN ONCOLOGY NETWORK IN0203,941+203,9410340.02%+34
TRADEUP ACQUISITION CORP0172,315+172,3150410.02%+41
HHG CAPITAL CORPORATION0732,709+732,7090410.02%+41
CLEAN ENERGY SPL SITUATIONS0460,096+460,0960400.02%+40
CONDUIT PHARMACEUTICALS INC0625,122+625,1220280.01%+28
ACHARI VENTURES HLDGS CORP I0665,464+665,4640530.03%+53
NATIONAL FUEL GAS CO(NFG)06,200+6,20003220.15%+322
PEPPERLIME HEALTH ACQUSTN CO0465,304+465,3040330.02%+33
CRIXUS BH3 ACQUISITION CO0713,273+713,2730360.02%+36
HEALTHCARE AI ACQUISITION CO0455,704+455,7040200.01%+20
CALIDI BIOTHERAPEUTICS INC0187,914+187,9140410.02%+41
DATA KNIGHTS ACQUISITION COR0755,400+755,4000340.02%+34
JETAI INC0340,509+340,5090170.01%+17
ROADZEN INC0474,170+474,1700170.01%+17
SEP ACQUISITION CORP0262,047+262,0470260.01%+26
TRISTAR ACQUISITION I CORP0325,102+325,1020230.01%+23
NEWCOURT ACQUISITION CORP01,232,748+1,232,7480290.01%+29
ESGL HLDGS LTD0612,908+612,9080120.01%+12
ALTENERGY ACQUISITION CORP0332,141+332,1410230.01%+23
ROTH CH ACQUISITION CO0281,145+281,1450200.01%+20
INCEPTION GROWTH ACQUSTN LTD0162,230+162,2300160.01%+16
PROJECT ENERGY REIMAGINED AC0161,577+161,5770190.01%+19
AMERICAN ACQUISITION OPPT IN0199,281+199,2810140.01%+14
ABRI SPAC I INC0509,711+509,7110260.01%+26
PHP VENTURES ACQUISITION COR0288,050+288,0500160.01%+16
FINNOVATE ACQUISITION CORP0735,654+735,6540330.02%+33
ROSE HILL ACQUISITION CORP0288,297+288,2970140.01%+14
ARTEMIS STRATEGIC INVT CORP0642,868+642,8680260.01%+26
FORTUNE RISE ACQUISITION COR0288,916+288,9160230.01%+23
GREENHILL & CO INC045,093+45,09306670.32%+667
FOCUS IMPACT ACQUISITION COR0505,245+505,2450460.02%+46
JUPITER ACQUISITION CORP0432,555+432,5550150.01%+15
GLOBAL TECHNOLGY ACQSTN CORP0460,448+460,4480320.02%+32
MARTI TECHNOLOGIES INC0245,288+245,288040.00%+4
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