Fund Universe

Penn Capital Management Company, LLC

CIK 0001158202 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.097
AUM ($M)
1,577
Positions
185
Turnover
0.29
Top-10 wt
19%
Herfindahl
0.012
History (qtrs)
6
Excess Return

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Holdings · 228 positions · portfolio value $1,577M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
OUST funds › OUSTER INC TRIM 2.6% +1.2% 41.1 656,088 -313,517 5
ACMR funds › ACM RESH INC TRIM Common Stock 2.3% +1.1% 36.3 285,790 -111,976 3
MIRM funds › MIRUM PHARMACEUTICALS INC ADD 2.2% +0.4% 35.1 298,914 +42,147 5
LGND funds › LIGAND PHARMACEUTICALS INC ADD 2.0% +0.5% 31.7 100,337 +4,881 5
TGTX funds › TG THERAPEUTICS INC TRIM 1.9% +0.5% 29.5 536,067 -5,893 5
RXO funds › RXO INC TRIM 1.7% +0.2% 27.0 974,963 -372,587 5
LGN funds › LEGENCE CORP TRIM 1.7% +0.1% 26.6 311,830 -44,485 2
PRKS funds › UNITED PARKS & RESORTS INC ADD 1.6% +0.5% 25.5 533,554 +80,588 5
PENN funds › PENN ENTERTAINMENT INC ADD 1.6% +0.3% 25.4 1,186,487 +69,674 5
WOLF funds › WOLFSPEED INC NEW 1.6% +1.6% 24.8 513,975 +513,975 1
COMP funds › COMPASS INC NEW 1.6% +1.6% 24.8 2,003,937 +2,003,937 1
BANC funds › BANC OF CALIFORNIA INC TRIM 1.6% -0.1% 24.5 1,199,061 -13,949 5
WTTR funds › SELECT WATER SOLUTIONS INC TRIM 1.6% -0.2% 24.5 1,222,090 -236,803 5
AGYS funds › AGILYSYS INC ADD 1.5% +0.5% 24.2 231,237 +36,828 5
CSTM funds › CONSTELLIUM SE TRIM 1.5% -0.1% 23.9 749,645 -95,289 3
KNSA funds › KINIKSA PHARMACEUTICALS INTL ADD 1.5% +0.4% 23.6 368,114 +66,121 2
GTES funds › GATES INDL CORP PLC ADD 1.5% +0.1% 23.5 839,675 +40,408 4
ABCB funds › AMERIS BANCORP TRIM 1.5% -0.1% 23.5 260,137 -2,892 5
DCOM funds › DIME COML BANCSHARES INC TRIM 1.5% -0.1% 22.9 562,511 -46,977 5
RHP funds › RYMAN HOSPITALITY PPTYS INC ADD 1.4% +0.3% 21.7 168,295 +22,182 5
CECO funds › CECO ENVIRONMENTAL CORP NEW 1.4% +1.4% 21.6 237,119 +237,119 1
WERN funds › WERNER ENTERPRISES INC ADD 1.4% +0.4% 21.5 491,541 +48,089 2
FBK funds › FB FINL CORP ADD 1.4% +0.1% 21.5 387,253 +67,656 5
NMRK funds › NEWMARK GROUP INC ADD 1.3% -0.0% 21.1 1,395,935 +241,510 5
HRI funds › HERC HLDGS INC NEW 1.3% +1.3% 21.1 146,723 +146,723 1
LTH funds › LIFE TIME GROUP HOLDINGS INC TRIM 1.3% +0.2% 21.1 514,790 -45,221 5
AMRX funds › AMNEAL PHARMACEUTICALS INC TRIM 1.3% +0.1% 20.5 1,181,176 -14,897 3
HWC funds › HANCOCK WHITNEY CORPORATION ADD 1.3% +0.4% 20.4 272,472 +84,047 2
ZETA funds › ZETA GLOBAL HOLDINGS CORP ADD 1.3% +0.3% 20.4 1,033,262 +199,509 4
LUMN funds › LUMEN TECHNOLOGIES INC TRIM 1.2% -0.2% 19.6 2,547,003 -160,651 4
CAMT funds › CAMTEK LTD ADD 1.2% +0.3% 19.1 117,014 +41,713 5
FWRG funds › FIRST WATCH RESTAURANT GROUP ADD 1.2% +0.3% 19.0 1,472,751 +331,594 5
PRSU funds › PURSUIT ATTRACTIONS AND HOSP TRIM 1.2% +0.2% 18.9 336,981 -31,385 5
WFRD funds › WEATHERFORD INTL PLC TRIM 1.2% -0.6% 18.5 227,001 -11,027 5
PTEN funds › PATTERSON-UTI ENERGY INC NEW 1.2% +1.2% 18.3 1,990,225 +1,990,225 1
SEI funds › SOLARIS ENERGY INFRAS INC TRIM 1.1% -0.1% 18.1 224,485 -56,197 5
RSI funds › RUSH STREET INTERACTIVE INC TRIM 1.1% -0.1% 17.7 595,281 -147,650 5
CPRI funds › CAPRI HOLDINGS LIMITED ADD 1.1% -0.1% 17.7 951,403 +63,684 4
GPOR funds › GULFPORT ENERGY CORP TRIM 1.1% -0.7% 17.6 103,636 -7,772 5
STGW funds › STAGWELL INC ADD 1.1% +0.1% 17.6 2,362,291 +201,812 5
RIG funds › TRANSOCEAN LTD ADD 1.1% -0.5% 17.5 3,566,644 +414,078 5
TATT funds › TAT TECHNOLOGIES LTD ADD 1.1% +0.2% 17.3 357,391 +66,791 5
ANIP funds › ANI PHARMACEUTICALS INC ADD 1.1% +0.0% 17.2 207,362 +27,646 5
LNTH funds › LANTHEUS HLDGS INC NEW 1.1% +1.1% 17.1 153,877 +153,877 1
TCBI funds › TEXAS CAP BANCSHARES INC TRIM 1.1% -0.2% 17.0 164,171 -2,627 5
LIND funds › LINDBLAD EXPEDITIONS HLDGS I TRIM 1.1% -0.1% 16.8 595,133 -242,151 5
RDNT funds › RADNET INC TRIM 1.1% -0.1% 16.8 271,352 -5,429 5
TEX funds › TEREX CORP NEW ADD 1.1% +0.5% 16.7 231,008 +118,717 2
CTRI funds › CENTURI HOLDINGS INC ADD 1.1% +0.1% 16.6 548,938 +106,182 5
VAC funds › MARRIOTT VACATIONS WORLDWIDE NEW 1.1% +1.1% 16.6 162,740 +162,740 1
EZPW funds › EZCORP INC TRIM 1.0% -0.1% 16.4 474,692 -97,649 5
CC funds › CHEMOURS CO TRIM 1.0% -0.6% 16.3 790,591 -190,774 4
GXO funds › GXO LOGISTICS INCORPORATED ADD 1.0% -0.2% 16.1 316,639 +24,963 5
NXST funds › NEXSTAR MEDIA GROUP INC TRIM 1.0% -0.3% 15.9 88,677 -1,340 5
DCO funds › DUCOMMUN INC DEL ADD 1.0% +0.9% 15.8 84,906 +72,630 5
BLLN funds › BILLIONTOONE INC ADD 1.0% +0.2% 15.5 129,602 +3,267 2
SSRM funds › SSR MINING IN TRIM 1.0% -0.4% 15.5 548,429 -68,184 2
CHDN funds › CHURCHILL DOWNS INC NEW 1.0% +1.0% 15.4 171,671 +171,671 1
OPRA funds › OPERA LTD ADD 1.0% +0.4% 15.2 765,767 +221,129 4
BPOP funds › POPULAR INC TRIM 1.0% -0.2% 15.1 92,039 -20,165 5
HLF funds › HERBALIFE LTD ADD 1.0% +0.2% 15.1 1,145,024 +457,364 3
CALX funds › CALIX INC ADD 0.9% -0.5% 14.5 388,239 +9,675 5
AEHR funds › AEHR TEST SYS NEW 0.9% +0.9% 14.5 150,547 +150,547 1
PDFS funds › PDF SOLUTIONS INC ADD 0.9% +0.9% 14.4 203,136 +183,160 5
GTN funds › GRAY MEDIA INC TRIM 0.9% -0.3% 13.9 3,503,974 -112,236 5
PRIM funds › PRIMORIS SVCS CORP NEW 0.9% +0.9% 13.8 138,964 +138,964 1
MC funds › MOELIS & CO NEW 0.9% +0.9% 13.8 210,064 +210,064 1
CHEF funds › CHEFS WHSE INC TRIM 0.8% -0.4% 13.3 137,839 -131,380 5
ATEC funds › ALPHATEC HLDGS INC ADD 0.8% -0.4% 12.9 1,488,060 +91,118 5
SSP funds › SCRIPPS E W CO OHIO ADD 0.8% -0.4% 12.8 4,631,474 +273,209 5
CRC funds › CALIFORNIA RES CORP TRIM 0.7% -0.5% 11.2 211,132 -17,158 5
VC funds › VISTEON CORP NEW 0.7% +0.7% 10.7 108,028 +108,028 1
CE funds › CELANESE CORP DEL TRIM 0.6% -0.8% 9.3 200,758 -70,240 2
DNOW funds › DNOW INC TRIM 0.6% -0.5% 8.7 669,753 -508,171 5
NOG funds › NORTHERN OIL & GAS INC TRIM 0.5% -0.7% 8.4 462,547 -98,023 5
NBHC funds › NATIONAL BK HLDGS CORP ADD 0.5% +0.4% 7.2 162,446 +153,721 2
RAIL funds › FREIGHTCAR AMER INC ADD 0.2% +0.1% 3.3 339,200 +194,684 3
MSEX funds › MIDDLESEX WTR CO ADD 0.2% -0.0% 3.0 54,308 +713 5
YORW funds › YORK WTR CO ADD 0.2% -0.0% 3.0 97,796 +8,525 5
SGRY funds › SURGERY PARTNERS INC NEW 0.2% +0.2% 2.9 175,083 +175,083 1
SCL funds › STEPAN CO ADD 0.2% +0.0% 2.9 51,552 +11,896 2
BV funds › BRIGHTVIEW HLDGS INC TRIM 0.2% -0.0% 2.9 202,694 -28,885 5
SSYS funds › STRATASYS LTD ADD 0.2% -0.0% 2.9 333,515 +6,153 5
ONT funds › ONTERRIS INC NEW 0.2% +0.2% 2.8 138,744 +138,744 1
EYE funds › NATIONAL VISION HLDGS INC NEW 0.2% +0.2% 2.8 146,253 +146,253 1
ADUS funds › ADDUS HOMECARE CORP NEW 0.2% +0.2% 2.6 25,830 +25,830 1
RLJ funds › RLJ LODGING TR TRIM 0.2% +0.0% 2.4 205,159 -9,834 2
FROG funds › JFROG LTD NEW 0.2% +0.2% 2.4 26,407 +26,407 1
CVEO funds › CIVEO CORP CDA NEW 0.2% +0.2% 2.4 67,572 +67,572 1
SABR funds › SABRE CORP NEW 0.1% +0.1% 2.3 1,086,695 +1,086,695 1
NWN funds › NORTHWEST NAT HLDG CO ADD 0.1% +0.1% 2.1 43,387 +30,016 5
TTI funds › TETRA TECHNOLOGIES INC DEL ADD 0.1% +0.1% 2.0 180,867 +69,500 2
RMBS funds › RAMBUS INC DEL ADD 0.1% +0.0% 1.9 14,204 +1,833 5
GILT funds › GILAT SATELLITE NETWORKS LTD ADD 0.1% +0.1% 1.9 139,273 +103,798 5
PKE funds › PARK AEROSPACE CORP TRIM 0.1% -0.1% 1.9 48,539 -73,120 5
CUSIP:008252108 funds › AFFILIATED MANAGERS GROUP ADD 0.1% +0.0% 1.8 5,397 +898 5
DKNG funds › DRAFTKINGS INC NEW ADD 0.1% +0.0% 1.8 71,960 +31,749 5
MTZ funds › MASTEC INC TRIM 0.1% -0.1% 1.8 4,321 -2,268 5
NBIX funds › NEUROCRINE BIOSCIENCES INC NEW 0.1% +0.1% 1.8 10,600 +10,600 1
PNFP funds › PINNACLE FINL PARTNERS INC ADD 0.1% +0.0% 1.8 17,236 +4,821 2
WYNN funds › WYNN RESORTS LTD NEW 0.1% +0.1% 1.8 17,853 +17,853 1
MOD funds › MODINE MFG CO TRIM 0.1% -1.1% 1.7 6,204 -68,350 4
DRS funds › LEONARDO DRS INC TRIM 0.1% -0.0% 1.6 36,428 -867 5
VXF funds › VANGUARD INDEX FDS TRIM 0.1% -0.3% 1.6 6,315 -16,253 5
DOLE funds › DOLE PLC NEW 0.1% +0.1% 1.5 111,999 +111,999 1
MDGL funds › MADRIGAL PHARMACEUTICALS INC TRIM 0.1% -0.0% 1.5 2,811 -699 3
BWA funds › BORGWARNER INC NEW 0.1% +0.1% 1.5 22,550 +22,550 1
GSM funds › FERROGLOBE PLC NEW 0.1% +0.1% 1.5 475,726 +475,726 1
OMF funds › ONEMAIN HLDGS INC ADD 0.1% +0.0% 1.5 24,374 +4,391 5
NESR funds › NATIONAL ENERGY SERVICES REU TRIM 0.1% -0.0% 1.5 49,094 -23,235 5
MGM funds › MGM RESORTS INTERNATIONAL NEW 0.1% +0.1% 1.5 30,249 +30,249 1
KWR funds › QUAKER HOUGHTON TRIM 0.1% -0.1% 1.5 9,137 -8,024 5
STC funds › STEWART INFORMATION SVCS COR TRIM 0.1% -0.1% 1.3 19,780 -21,853 4
GWRS funds › GLOBAL WTR RES INC TRIM 0.1% -0.0% 1.3 177,236 -302 5
PEB funds › PEBBLEBROOK HOTEL TR NEW 0.1% +0.1% 1.2 60,911 +60,911 1
MNRO funds › MONRO INC ADD 0.1% +0.0% 1.1 62,577 +15,146 2
SMG funds › SCOTTS MIRACLE-GRO CO ADD 0.1% +0.0% 1.0 15,149 +5,863 2
EPAC funds › ENERPAC TOOL GROUP CORP NEW 0.1% +0.1% 1.0 28,154 +28,154 1
APA funds › APA CORPORATION TRIM 0.1% -0.1% 1.0 30,676 -12,331 2
MBUU funds › MALIBU BOATS INC NEW 0.1% +0.1% 0.9 34,013 +34,013 1
CVLG funds › COVENANT LOGISTICS GROUP INC TRIM 0.1% -0.0% 0.9 21,013 -25,236 5
LFMD funds › LIFEMD INC NEW 0.1% +0.1% 0.9 224,235 +224,235 1
ASH funds › ASHLAND INC TRIM 0.1% -0.1% 0.9 13,947 -33,618 2
IWM funds › ISHARES TR TRIM 0.1% -0.1% 0.9 3,036 -3,391 5
HTLD funds › HEARTLAND EXPRESS INC ADD 0.1% +0.0% 0.9 58,282 +499 2
LITE funds › LUMENTUM HLDGS INC TRIM 0.1% -0.1% 0.9 1,023 -1,919 5
TVTX funds › TRAVERE THERAPEUTICS INC ADD 0.1% +0.0% 0.9 14,968 +2,292 5
PVLA funds › PALVELLA THERAPEUTICS INC NE NEW 0.1% +0.1% 0.8 5,506 +5,506 1
TCBX funds › THIRD COAST BANCSHARES INC ADD 0.1% -0.0% 0.8 20,812 +1,888 5
WYFI funds › WHITEFIBER INC TRIM 0.1% +0.0% 0.8 21,127 -18,547 4
CAL funds › CALERES INC NEW 0.1% +0.1% 0.8 65,662 +65,662 1
INVX funds › INNOVEX INTERNATIONAL INC TRIM 0.1% -0.1% 0.8 32,526 -21,927 2
NRIX funds › NURIX THERAPEUTICS INC NEW 0.1% +0.1% 0.8 32,983 +32,983 1
ASTH funds › ASTRANA HEALTH INC NEW 0.1% +0.1% 0.8 17,177 +17,177 1
ISSC funds › INNOVATIVE SOLUTIONS & SUPPO NEW 0.0% +0.0% 0.8 43,398 +43,398 1
BSVN funds › BANK7 CORP TRIM 0.0% -0.0% 0.8 15,947 -2,999 5
SGHC funds › SUPER GROUP SGHC LIMITED TRIM 0.0% +0.0% 0.8 56,413 -129 4
MAMA funds › MAMAS CREATIONS INC ADD 0.0% +0.0% 0.8 42,277 +8,824 5
OFG funds › OFG BANCORP TRIM 0.0% -0.0% 0.7 15,166 -3,704 5
HTZ funds › HERTZ GLOBAL HLDGS INC NEW 0.0% +0.0% 0.7 322,132 +322,132 1
NPKI funds › NPK INTERNATIONAL INC TRIM 0.0% -0.0% 0.7 43,428 -4,455 4
BFST funds › BUSINESS FIRST BANCSHARES IN TRIM 0.0% -0.0% 0.7 22,374 -2,505 5
GENI funds › GENIUS SPORTS LIMITED NEW 0.0% +0.0% 0.7 112,599 +112,599 1
SFST funds › SOUTHERN FIRST BANCSHARES NEW 0.0% +0.0% 0.7 11,080 +11,080 1
OPY funds › OPPENHEIMER HLDGS INC TRIM 0.0% -0.0% 0.7 6,276 -569 4
USPH funds › U S PHYSICAL THERAPY NEW 0.0% +0.0% 0.6 9,431 +9,431 1
CRS funds › CARPENTER TECHNOLOGY CORP TRIM 0.0% -0.1% 0.6 1,047 -2,974 5
DDD funds › 3D SYS CORP DEL TRIM 0.0% -0.1% 0.6 213,573 -655,722 4
CUSIP:282914100 funds › 8X8 INC NEW NEW 0.0% +0.0% 0.6 373,520 +373,520 1
ELVA funds › ELECTROVAYA INC ADD 0.0% +0.0% 0.6 60,423 +32,550 2
HLLY funds › HOLLEY INC NEW 0.0% +0.0% 0.6 246,360 +246,360 1
CBK funds › COMMERCIAL BANCGROUP INC TRIM 0.0% -0.0% 0.6 19,378 -5,174 3
PDS funds › PRECISION DRILLING CORP NEW 0.0% +0.0% 0.6 8,147 +8,147 1
SPHR funds › SPHERE ENTERTAINMENT CO TRIM 0.0% -0.0% 0.6 3,584 -2,505 4
ACDC funds › PROFRAC HLDG CORP NEW 0.0% +0.0% 0.6 103,859 +103,859 1
HFWA funds › HERITAGE FINL CORP WASH TRIM 0.0% -0.0% 0.6 20,310 -2,425 5
FCF funds › FIRST COMWLTH FINL CORP PA ADD 0.0% -0.0% 0.6 28,189 +971 5
SIMO funds › SILICON MOTION TECHNOLOGY CO TRIM 0.0% -0.0% 0.6 1,714 -3,166 5
LOVE funds › LOVESAC CO NEW 0.0% +0.0% 0.6 33,007 +33,007 1
SENS funds › SENSEONICS HLDGS INC NEW 0.0% +0.0% 0.5 94,140 +94,140 1
GCO funds › GENESCO INC NEW 0.0% +0.0% 0.5 15,727 +15,727 1
BORR funds › BORR DRILLING LTD ADD 0.0% -0.0% 0.5 126,628 +35,390 2
PWP funds › PERELLA WEINBERG PARTNERS TRIM 0.0% -0.0% 0.5 32,362 -7,650 5
TGB funds › TREKOR METALS LTD NEW 0.0% +0.0% 0.5 74,474 +74,474 1
SIBN funds › SI BONE INC TRIM 0.0% -0.0% 0.5 30,290 -10,278 3
XERS funds › XERIS BIOPHARMA HOLDINGS INC TRIM 0.0% +0.0% 0.5 62,021 -6,875 3
AORT funds › ARTIVION INC TRIM 0.0% -0.0% 0.5 21,793 -411 5
INR funds › INFINITY NAT RES INC ADD 0.0% -0.0% 0.5 37,890 +1,979 2
WGO funds › WINNEBAGO INDS INC NEW 0.0% +0.0% 0.5 14,610 +14,610 1
ASPI funds › ASP ISOTOPES INC TRIM 0.0% +0.0% 0.4 70,757 -8,065 5
OEC funds › ORION S.A. TRIM 0.0% -0.1% 0.4 64,679 -139,953 3
BOBS funds › BOBS DISC FURNITURE INC NEW 0.0% +0.0% 0.4 26,767 +26,767 1
SNDK funds › SANDISK CORP NEW 0.0% +0.0% 0.4 185 +185 1
INSE funds › INSPIRED ENTMT INC TRIM 0.0% -0.0% 0.4 48,235 -6,735 5
PNTG funds › PENNANT GROUP INC TRIM 0.0% -0.0% 0.4 10,645 -9,343 2
WDC funds › WESTERN DIGITAL CORP NEW 0.0% +0.0% 0.4 597 +597 1
PZZA funds › PAPA JOHNS INTL INC NEW 0.0% +0.0% 0.4 10,359 +10,359 1
OXM funds › OXFORD INDS INC NEW 0.0% +0.0% 0.4 10,053 +10,053 1
CUSIP:81619Q105 funds › SELECT MED HLDGS CORP NEW 0.0% +0.0% 0.3 20,676 +20,676 1
NUAI funds › NEW ERA ENERGY & DIGITAL INC NEW 0.0% +0.0% 0.3 52,161 +52,161 1
CVU funds › CPI AEROSTRUCTURES INC ADD 0.0% +0.0% 0.3 52,992 +17,425 2
TLN funds › TALEN ENERGY CORP TRIM 0.0% -0.1% 0.3 706 -2,710 5
TER funds › TERADYNE INC NEW 0.0% +0.0% 0.3 529 +529 1
AMRC funds › AMERESCO INC TRIM 0.0% -0.1% 0.3 9,146 -71,895 4
GOOS funds › CANADA GOOSE HLDGS INC NEW 0.0% +0.0% 0.2 25,987 +25,987 1
ARQT funds › ARCUTIS BIOTHERAPEUTICS INC EXIT 0.0% -0.6% 0.0 0 -333,130 0
LAZ funds › LAZARD INC EXIT 0.0% -0.9% 0.0 0 -264,864 0
CRNT funds › CERAGON NETWORKS LTD EXIT 0.0% -0.1% 0.0 0 -398,121 0
HLIT funds › HARMONIC INC EXIT 0.0% -0.1% 0.0 0 -116,424 0
DSGR funds › DISTRIBUTION SOLUTIONS GRP I EXIT 0.0% -0.1% 0.0 0 -43,431 0
CUSIP:876511106 funds › TASEKO MINES LTD EXIT 0.0% -0.0% 0.0 0 -59,415 0
SOC funds › SABLE OFFSHORE CORP EXIT 0.0% -0.0% 0.0 0 -30,178 0
ITRG funds › INTEGRA RES CORP EXIT 0.0% -0.0% 0.0 0 -140,551 0
REAL funds › THE REALREAL INC EXIT 0.0% -0.1% 0.0 0 -206,440 0
SMWB funds › SIMILARWEB LTD EXIT 0.0% -0.1% 0.0 0 -360,366 0
CUSIP:834203309 funds › SOLENO THERAPEUTICS INC EXIT 0.0% -0.7% 0.0 0 -268,785 0
HUN funds › HUNTSMAN CORP EXIT 0.0% -0.0% 0.0 0 -40,772 0
RDW funds › REDWIRE CORPORATION EXIT 0.0% -0.0% 0.0 0 -55,452 0
MIAX funds › MIAMI INTL HLDGS INC EXIT 0.0% -0.8% 0.0 0 -273,834 0
HUBG funds › HUB GROUP INC EXIT 0.0% -0.0% 0.0 0 -15,236 0
AMTM funds › AMENTUM HOLDINGS INC EXIT 0.0% -1.4% 0.0 0 -694,352 0
BYD funds › BOYD GAMING CORP EXIT 0.0% -1.0% 0.0 0 -155,779 0
HNRG funds › HALLADOR ENERGY COMPANY EXIT 0.0% -0.0% 0.0 0 -19,904 0
MTRN funds › MATERION CORP EXIT 0.0% -0.0% 0.0 0 -2,137 0
ASTE funds › ASTEC INDS INC EXIT 0.0% -0.0% 0.0 0 -8,875 0
HROW funds › HARROW INC EXIT 0.0% -1.1% 0.0 0 -407,896 0
ITRI funds › ITRON INC EXIT 0.0% -0.8% 0.0 0 -119,824 0
MRCY funds › MERCURY SYS INC EXIT 0.0% -0.7% 0.0 0 -127,789 0
MEI funds › METHODE ELECTRS INC EXIT 0.0% -0.1% 0.0 0 -267,974 0
INN funds › SUMMIT HOTEL PPTYS EXIT 0.0% -0.1% 0.0 0 -311,206 0
IOSP funds › INNOSPEC INC EXIT 0.0% -0.2% 0.0 0 -33,286 0
XMTR funds › XOMETRY INC EXIT 0.0% -0.1% 0.0 0 -21,754 0
CELH funds › CELSIUS HLDGS INC EXIT 0.0% -0.1% 0.0 0 -26,298 0
SRAD funds › SPORTRADAR GROUP AG EXIT 0.0% -0.1% 0.0 0 -94,087 0
BYRN funds › BYRNA TECHNOLOGIES INC EXIT 0.0% -0.0% 0.0 0 -60,238 0
DY funds › DYCOM INDS INC EXIT 0.0% -1.2% 0.0 0 -44,545 0
QXO funds › QXO INC EXIT 0.0% -0.1% 0.0 0 -44,678 0
PEGA funds › PEGASYSTEMS INC EXIT 0.0% -0.1% 0.0 0 -20,503 0
UNIT funds › UNITI GROUP LLC EXIT 0.0% -0.8% 0.0 0 -1,140,776 0
CYH funds › COMMUNITY HEALTH SYS INC NEW EXIT 0.0% -0.0% 0.0 0 -143,156 0
LSTR funds › LANDSTAR SYS INC EXIT 0.0% -0.1% 0.0 0 -4,656 0
VLN funds › VALENS SEMICONDUCTOR LTD EXIT 0.0% -0.0% 0.0 0 -270,802 0
AAOI funds › APPLIED OPTOELECTRONICS INC EXIT 0.0% -1.2% 0.0 0 -176,453 0
BHR funds › BRAEMAR HOTELS & RESORTS INC EXIT 0.0% -0.0% 0.0 0 -252,026 0
TNC funds › TENNANT CO EXIT 0.0% -0.2% 0.0 0 -29,732 0
CWH funds › CAMPING WORLD HLDGS INC EXIT 0.0% -0.1% 0.0 0 -266,256 0
VSEC funds › VSE CORP EXIT 0.0% -1.0% 0.0 0 -66,934 0
CZR funds › CAESARS ENTERTAINMENT INC NE EXIT 0.0% -1.8% 0.0 0 -895,540 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 1,577 185 0.29 19% 0.012 0.096 in
2026Q1 1,290 172 0.21 17% 0.012 0.155 in
2025Q4 1,255 165 0.19 17% 0.012 0.146 in
2025Q3 1,302 170 0.26 17% 0.012 0.089 in
2025Q2 1,156 157 0.17 19% 0.013 0.209 entered
2025Q1 1,026 161 0.00 18% 0.012 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status