Fund HoldingsClearAlpha Technologies LP

Total Portfolio Value
$116.52M
Total Bought
$53.01M
Total Sold
$266.45M
Net Transaction
-$213.44M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ALTAIR ENGR INC064,987+64,98707,0916.09%+7,091
JUNIPER NETWORKS INC0142,518+142,51805,3374.58%+5,337
ARCADIUM LITHIUM PLC01,036,661+1,036,66105,3184.56%+5,318
SUMMIT MATLS INC081,714+81,71404,1353.55%+4,135
BERRY GLOBAL GROUP INC054,135+54,13503,5013.00%+3,501
INTERPUBLIC GROUP COS INC095,000+95,00002,6622.28%+2,662
PATTERSON COS INC083,775+83,77502,5852.22%+2,585
NORDSTROM INC093,722+93,72202,2631.94%+2,263
FRONTIER COMMUNICATIONS PARE060,477+60,47702,0991.80%+2,099
RETAIL OPPORTUNITY INVTS COR0119,767+119,76702,0791.78%+2,079
ISHARES BITCOIN TRUST ETF(IBIT)031,500+31,50001,6711.43%+1,671
ASPEN TECHNOLOGY INC06,032+6,03201,5061.29%+1,506
SMARTSHEET INC55,76178,555+22,7943,0874,4013.78%+1,315
MASTERCARD INCORPORATED(MA)01,813+1,81309550.82%+955
VICI PPTYS INC(VICI)022,254+22,25406500.56%+650
BROOKFIELD INFRASTRUCTURE CO(BIPC)015,899+15,89906360.55%+636
RITHM CAPITAL CORP(RITM)046,525+46,52505040.43%+504
SURMODICS INC50,15260,152+10,0001,9452,3822.04%+437
RYMAN HOSPITALITY PPTYS INC(RHP)03,813+3,81303980.34%+398
UMH PPTYS INC(UMH)019,793+19,79303740.32%+374
NETSTREIT CORP(NTST)025,488+25,48803610.31%+361
HEICO CORP NEW(HEI)01,516+1,51603600.31%+360
INTRA-CELLULAR THERAPIES INC03,981+3,98103320.29%+332
REALTY INCOME CORP(O)05,497+5,49702940.25%+294
MAGNOLIA OIL & GAS CORP(MGY)011,596+11,59602710.23%+271
NORTHERN OIL & GAS INC(NOG)07,185+7,18502670.23%+267
GCM GROSVENOR INC021,268+21,26802610.22%+261
VISA INC(V)0825+82502610.22%+261
ROLLINS INC(ROL)05,577+5,57702580.22%+258
LIFEWAY FOODS INC010,000+10,00002480.21%+248
MERCK & CO INC(MRK)02,443+2,44302430.21%+243
BLUE OWL CAPITAL INC(OBDC)010,207+10,20702370.20%+237
NATIONAL HEALTHCARE CORP(NHC)02,198+2,19802360.20%+236
APPLE HOSPITALITY REIT INC(APLE)015,007+15,00702300.20%+230
SITIO ROYALTIES CORP011,741+11,74102250.19%+225
ESSENTIAL PPTYS RLTY TR INC06,975+6,97502180.19%+218
EAGLE MATLS INC(EXP)0879+87902170.19%+217
MOOG INC(MOG-A)01,072+1,07202110.18%+211
PROGRESSIVE CORP(PGR)0868+86802080.18%+208
CHORD ENERGY CORPORATION(CHRD)01,769+1,76902070.18%+207
SEMRUSH HLDGS INC
CL A COM
017,384+17,38402070.18%+207
CAVCO INDS INC DEL(CVCO)0457+45702040.18%+204
ANTERIX INC(ATEX)06,552+6,55202010.17%+201
PERMIAN RESOURCES CORP(PR)039,342+39,34205660.49%+566
EVERI HLDGS INC139,015146,456+7,4411,8271,9791.70%+152
FRANKLIN BSP RLTY TR INC011,917+11,91701490.13%+149
INTEGRAL AD SCIENCE HLDNG CO013,670+13,67001430.12%+143
GLOBAL BUSINESS TRAVEL GROUP(GBTG)014,622+14,62201360.12%+136
CLEAR CHANNEL OUTDOOR HLDGS(CCO)098,590+98,59001350.12%+135
GRANITE RIDGE RESOURCES INC019,912+19,91201290.11%+129
HELIX ENERGY SOLUTIONS GRP I(HLX)012,669+12,66901180.10%+118
HILLMAN SOLUTIONS CORP(HLMN)011,878+11,87801160.10%+116
MISTER CAR WASH INC
COM
015,286+15,28601110.10%+111
LEGALZOOM COM INC(LZ)014,649+14,64901100.09%+110
THERAVANCE BIOPHARMA INC(TBPH)011,586+11,58601090.09%+109
ENSTAR GROUP LIMITED6,1596,466+3071,9812,0821.79%+102
API GROUP CORP(APG)08,476+8,47603050.26%+305
VANDA PHARMACEUTICALS INC060,000+60,00002870.25%+287
MATADOR RES CO(MTDR)04,529+4,52902550.22%+255
RILEY EXPLORATION PERMIAN IN07,518+7,51802400.21%+240
KELLANOVA88,64788,012-6357,1557,1266.12%-28
NEWMARKET CORP(NEU)541484-572992560.22%-43
VALARIS LTD(VAL)04,530+4,53002000.17%+200
ILLINOIS TOOL WKS INC(ITW)01,755+1,75504450.38%+445
TTEC HLDGS INC70,00070,00004113490.30%-62
GARTNER INC(IT)911812-994623930.34%-68
THOUGHTWORKS HOLDING INC000000
DYNEX CAP INC(DX)23,25915,400-7,8592971950.17%-102
GLOBAL MED REIT INC016,069+16,06901240.11%+124
VAALCO ENERGY INC48,20627,854-20,3522771220.10%-155
WINMARK CORP(WINA)0712+71202800.24%+280
TRANSDIGM GROUP INC(TDG)0347+34704400.38%+440
DIGITALOCEAN HLDGS INC(DOCN)000000
TRANSMEDICS GROUP INC(TMDX)000000
ARMADA HOFFLER PPTYS INC000000
GATX CORP(GATX)000000
GOLDMAN SACHS GROUP INC(GS)000000
FRONTDOOR INC(FTDR)000000
FLUOR CORP NEW(FLR)000000
UNIVERSAL HLTH SVCS INC(UHS)000000
AES CORP(AES)000000
RING ENERGY INC000000
BRISTOW GROUP INC(VTOL)000000
DOMINOS PIZZA INC(DPZ)000000
NORTHROP GRUMMAN CORP(NOC)000000
ARTISAN PARTNERS ASSET MGMT(APAM)000000
TTM TECHNOLOGIES INC(TTMI)000000
TRONOX HOLDINGS PLC(TROX)000000
FRESH DEL MONTE PRODUCE INC(DMC)000000
KOHLS CORP(KSS)000000
NEWMARK GROUP INC(NMRK)000000
NEXPOINT RESIDENTIAL TR INC(NXRT)000000
VIAD CORP(PRSU)000000
UWM HOLDINGS CORPORATION(UWMC)000000
CINTAS CORP(CTAS)000000
BWX TECHNOLOGIES INC(BWXT)000000
SEALED AIR CORP NEW000000
BRIGHTVIEW HLDGS INC(BV)000000
TEEKAY TANKERS LTD(TNK)000000
3M CO(MMM)000000
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