Fund HoldingsAusbil Investment Management Ltd

Total Portfolio Value
$175.93M
Total Bought
$16.38M
Total Sold
$23.92M
Net Transaction
-$7.54M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Fortrea Holdings Inc(FTRE)32,698224,713+192,0153113,8762.20%+3,565
H2O America(HTO)053,119+53,11902,6021.48%+2,602
Medpace Holdings Inc(MEDP)2,5615,413+2,8521,3933,0401.73%+1,647
Sanmina Corp(SANM)07,914+7,91401,1880.68%+1,188
New Gold Inc0113,000+113,00009840.56%+984
Pinnacle Financial Partners In4,62110,663+6,0424311,0170.58%+586
Ensign Group Inc/The(ENSG)3,3956,626+3,2315921,1540.66%+562
Uranium Energy Corp(UEC)045,000+45,00005260.30%+526
Expand Energy Corp(EXE)5005,200+4,700555740.33%+519
McEwen Inc(MUX)028,000+28,00005180.29%+518
Installed Building Products In(IBP)2,8414,654+1,8136971,2070.69%+511
Community Financial System Inc(CBU)11,28919,446+8,1576571,1170.63%+460
RenaissanceRe Holdings Ltd(RNR)4,0005,281+1,2811,0261,4850.84%+459
Freeport-McMoRan Inc(FCX)16,50021,000+4,5006451,0670.61%+422
Columbia Banking System Inc(COLB)35,51044,001+8,4919221,2300.70%+308
Xeris Biopharma Holdings Inc037,000+37,00002900.17%+290
Hudbay Minerals Inc(HBM)30,00037,000+7,0004617360.42%+274
Mueller Industries Inc(MLI)37,88135,296-2,5853,7864,0522.30%+266
ADMA Biologics Inc101,91497,591-4,3231,5341,7801.01%+246
Balchem Corp7,8188,931+1,1131,1471,3700.78%+223
Fabrinet(FN)1,0741,352+2783996160.35%+217
Century Communities Inc(CCS)03,376+3,37602000.11%+200
Preformed Line Products Co(PLPC)6,0326,784+7521,2111,4020.80%+191
Canadian National Railway Co(CNI)36,63236,63203,4613,6282.06%+166
Ciena Corp(CIEN)1,4081,40802143290.19%+116
PG&E Corp(PCG)258,390258,39004,0464,1522.36%+106
Celestica Inc(CLS)94094002372780.16%+41
Willdan Group Inc(WLDN)3,6953,69503543830.22%+29
Cameco Corp(CCJ)13,00012,000-1,0001,0851,1000.63%+15
Applied Industrial Technologie(AIT)12,16112,262+1013,1373,1491.79%+11
CareTrust REIT Inc(CTRE)5,5845,58401972020.11%+5
UFP Industries Inc(UFPI)6,7036,70306236100.35%-13
Rexford Industrial Realty Inc(REXR)4,7914,79102001860.11%-15
National Health Investors Inc(NHI)12,85012,85001,0269810.56%-44
South Bow Corp(SOBO)106,483106,48302,9792,9331.67%-47
LTC Properties Inc(LTC)21,28921,28907887320.42%-56
Corcept Therapeutics Inc(CORT)5,60610,235+4,6294723560.20%-116
DT Midstream Inc(DTM)22,32820,152-2,1762,5462,4121.37%-134
RLI Corp(RLI)19,50216,136-3,3661,2341,0320.59%-201
Stride Inc(LRN)1,3950-1,3952020-202
Powell Industries Inc(POWL)5,1634,505-6581,6381,4360.82%-202
Crown Castle Inc(CCI)31,04231,04202,9712,7591.57%-212
LeMaitre Vascular Inc(LMAT)2,5320-2,5322190-219
American Tower Corp(AMT)12,45812,45802,4082,1871.24%-221
Duke Energy Corp(DUK)44,19044,19005,4085,1802.94%-229
Real Brokerage Inc/The76,5850-76,5853110-311
AES Corp/The(AES)303,476303,47604,6644,3522.47%-313
NexGen Energy Ltd(NXE)100,90065,000-35,9009165980.34%-318
Ferrovial SE
ORD SHS
115,79197,274-18,5176,6846,3223.59%-362
Knife River Corp(KNF)5,0460-5,0463660-366
Williams Cos Inc/The(WMB)104,198104,19806,6366,2633.56%-373
Grocery Outlet Holding Corp(GO)23,3280-23,3283780-378
NiSource Inc(NI)131,598125,538-6,0605,6685,2422.98%-425
Atmos Energy Corp(ATO)23,99621,517-2,4794,0643,6072.05%-458
Primerica Inc(PRI)4,6823,099-1,5831,2968010.46%-495
Entergy Corp(ETR)75,03470,388-4,6467,0086,5063.70%-502
ONE Gas Inc(OGS)50,30545,451-4,8544,0203,5112.00%-509
Meritage Homes Corp(MTH)9,8282,938-6,8907231930.11%-529
Public Service Enterprise Grou(PEG)79,78475,357-4,4276,5866,0513.44%-535
CSX Corp(CSX)287,438261,110-26,32810,0609,4655.38%-595
NextEra Energy Inc(NEE)140,270129,794-10,47611,03510,4205.92%-615
Sprouts Farmers Market Inc(SFM)6,0500-6,0506480-648
Generac Holdings Inc(GNRC)3,9880-3,9886700-670
EastGroup Properties Inc(EGP)11,2216,966-4,2551,9311,2410.71%-690
Enbridge Inc(ENB)111,776100,323-11,4535,5444,8072.73%-737
TopBuild Corp6,0003,832-2,1682,3651,5990.91%-767
Constellation Energy Corp(CEG)17,59315,298-2,2956,1735,4043.07%-769
Atkore Inc36,60324,545-12,0582,3481,5520.88%-796
Axcelis Technologies Inc9,2340-9,2348750-875
Silgan Holdings Inc(SLGN)21,3750-21,3759210-921
Eversource Energy(ES)102,28894,876-7,4127,3246,3883.63%-936
TC Energy Corp(TRP)100,51979,286-21,2335,4154,3722.48%-1,044
Eagle Materials Inc(EXP)5,1470-5,1471,1890-1,189
Exelon Corp(EXC)136,237113,269-22,9686,1394,9372.81%-1,201
Cheniere Energy Inc(LNG)33,22033,22007,7116,4583.67%-1,253
Ameren Corp(AEE)22,3560-22,3562,3120-2,312
Norfolk Southern Corp(NSC)33,76426,329-7,43510,0857,6024.32%-2,483
Venture Global Inc(VG)319,718319,71804,7062,1801.24%-2,526
Page 1 of 1