HSGFX
HUSSMAN STRATEGIC MARKET CYCLE FUND
Hussman Investment Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ULTA BEAUTY INC 0 7,000 7,000 0.93% $3.66M
AMERICAN EAGLE OUTFITTERS INC 0 200,000 200,000 0.85% $3.34M
COLLEGIUM PHARMACEUTICAL INC 0 100,000 100,000 0.84% $3.31M
QIAGEN NV ORD SHARES 0 80,000 80,000 0.82% $3.20M
AMERESCO INC-CL A 0 120,000 120,000 0.78% $3.06M
RESTAURANT BRANDS INTERNATIONAL INC 0 40,000 40,000 0.75% $2.96M
FASTLY INC CL A 0 100,000 100,000 0.74% $2.91M
Brookfield Infrastructure Partners LP 0 80,000 80,000 0.74% $2.89M
MEDPACE HOLDINGS INC 0 6,000 6,000 0.73% $2.88M
PROTO LABS INC 0 50,000 50,000 0.73% $2.85M
FLUENCE ENERGY INC 0 200,000 200,000 0.70% $2.75M
VISTEON CORP 0 30,000 30,000 0.70% $2.73M
STEVEN MADDEN LTD 0 80,000 80,000 0.69% $2.71M
EPAM SYSTEMS INC 0 20,000 20,000 0.69% $2.71M
KOHLS CORP 0 200,000 200,000 0.66% $2.58M
MAXIMUS INC 0 40,000 40,000 0.65% $2.56M
SIGNET JEWELERS 0 30,000 30,000 0.65% $2.54M
MONGODB INC CL A 0 10,000 10,000 0.62% $2.45M
ADOBE INC 0 10,000 10,000 0.62% $2.43M
ESSENTIAL UTILITIES INC 0 60,000 60,000 0.62% $2.42M
SEPTERNA INC 0 100,000 100,000 0.61% $2.40M
FLYWIRE CORP-VOT 0 200,000 200,000 0.59% $2.33M
SAVERS VALUE VILLAGE INC 0 300,000 300,000 0.57% $2.23M
UIPATH INC -CL A 0 200,000 200,000 0.57% $2.22M
YETI HOLDINGS INC 0 60,000 60,000 0.56% $2.20M
BRIGHTSPHERE INVESTMENT GROUP INC 0 40,000 40,000 0.56% $2.18M
DOMINOS PIZZA INC 0 6,000 6,000 0.55% $2.15M
AMERICAN AIRLINES GROUP INC 0 200,000 200,000 0.55% $2.15M
SYSCO CORP 0 30,000 30,000 0.55% $2.14M
ZIFF DAVIS INC 0 50,000 50,000 0.54% $2.10M
SYNCHRONY FINANCIAL 0 30,000 30,000 0.52% $2.04M
THE BUCKLE INC 0 40,000 40,000 0.51% $2.01M
DIAMONDBACK ENERGY INC 0 10,000 10,000 0.50% $1.98M
FIRST SOLAR INC 0 10,000 10,000 0.50% $1.97M
CREDO TECHNOLOGY 0 20,000 20,000 0.48% $1.88M
AXCELIS TECHNOLOGIES INC 0 20,000 20,000 0.47% $1.86M
OLLIES BARGAIN OUTLET HOLDINGS INC 0 20,000 20,000 0.47% $1.84M
Ascendis Pharma A/S 0 8,000 8,000 0.47% $1.83M
MACYS INC 0 100,000 100,000 0.46% $1.81M
HAMILTON INSUR-B 0 60,000 60,000 0.46% $1.79M
UNIVERSAL HLTH-B 0 10,000 10,000 0.46% $1.79M
PLANET FITNESS INC CL A 0 24,000 24,000 0.46% $1.79M
MERCURY GENERAL CORP 0 20,000 20,000 0.45% $1.76M
VALLEY NATL BANCORP 0 140,000 140,000 0.44% $1.72M
ALIGN TECHNOLOGY INC 0 10,000 10,000 0.44% $1.71M
ALLSTATE CORPORATION 0 8,000 8,000 0.42% $1.66M
FRONTDOOR INC 0 30,000 30,000 0.40% $1.59M
ADECOAGRO SA COMMON STOCK USD1.5 0 100,000 100,000 0.38% $1.50M
BLACKLINE INC 0 40,000 40,000 0.38% $1.48M
TEEKAY TANKERS LTD COMMON STOCK USD.01 0 20,000 20,000 0.37% $1.47M
CIMPRESS PLC 0 20,000 20,000 0.37% $1.46M
GARRETT MOTION INC 0 80,000 80,000 0.37% $1.45M
EXPEDITORS INTL OF WASH INC 0 10,000 10,000 0.37% $1.43M
ALEXANDER'S INC 0 6,000 6,000 0.36% $1.42M
WESTERN ALLIANCE BANCORP 0 20,000 20,000 0.36% $1.42M
AES CORP 0 100,000 100,000 0.36% $1.41M
SENSATA TECHNOLO 0 40,000 40,000 0.36% $1.41M
SBA COMMUNICATIONS CORP 0 8,000 8,000 0.35% $1.38M
SUNRUN INC 0 100,000 100,000 0.35% $1.36M
GENTEX CORP 0 60,000 60,000 0.33% $1.31M
PEDIATRIX MEDICAL GROUP INC 0 60,000 60,000 0.33% $1.28M
10X GENOMICS INC 0 60,000 60,000 0.32% $1.27M
HARLEY-DAVIDSON INC 0 60,000 60,000 0.31% $1.21M
LEAR CORP NEW 0 10,000 10,000 0.31% $1.21M
MILLICOM INTL CELLULAR S.A. COMMON STOCK USD1.5 0 16,000 16,000 0.31% $1.20M
RENAISSANCERE 0 4,000 4,000 0.30% $1.19M
AMPHASTAR PHARMACEUTICALS INC 0 60,000 60,000 0.30% $1.18M
TRAVELERS COS IN 0 4,000 4,000 0.30% $1.17M
AKAMAI TECHNOLOGIES INC 0 10,000 10,000 0.29% $1.15M
PROG HOLDINGS INC 0 40,000 40,000 0.29% $1.15M
ANAPTYSBIO INC 0 20,000 20,000 0.28% $1.11M
BIOGEN INC 0 6,000 6,000 0.28% $1.10M
CARNIVAL CORP 0 40,000 40,000 0.26% $1.04M
Banco Latinoamericano de Exportaciones S.A. (Class E) 0 20,000 20,000 0.26% $1.02M
MONTE ROSA THERAPEUTICS INC 0 60,000 60,000 0.25% $987.00K
FORESTAR GROUP INC 0 40,000 40,000 0.25% $977.60K
MATRIX IT LTD 0 35,269 35,269 0.25% $964.96K
KINIKSA PHARMACE 0 20,000 20,000 0.25% $963.00K
MSC INDUSTRIAL DIRECT CO CL A 0 10,000 10,000 0.24% $922.70K
C N A FINANCIAL CORP 0 20,000 20,000 0.23% $918.40K
DROPBOX INC CL A 0 40,000 40,000 0.23% $908.80K
TRADE DESK INC-A 0 40,000 40,000 0.23% $907.60K
RIVIAN AUTOMOTIVE INC 0 60,000 60,000 0.23% $903.00K
LENNAR CORP CL A 0 10,000 10,000 0.22% $868.40K
SIRIUSPOINT LTD 0 40,000 40,000 0.22% $861.60K
JAZZ PHARMACEUTI 0 4,000 4,000 0.19% $756.20K
GUARDIAN PHARMACY SERVICES INC 0 20,000 20,000 0.19% $753.20K
TRINET GROUP INC 0 20,000 20,000 0.19% $728.60K
CARTERS INC 0 20,000 20,000 0.18% $715.20K
monday.com Ltd. (Israel) 0 10,000 10,000 0.18% $691.10K
DIVERSIFIED HEALTHCARE TR 0 100,000 100,000 0.17% $664.00K
ICF INTERNATIONAL INC 0 10,000 10,000 0.17% $652.90K
APPFOLIO INC - A 0 4,000 4,000 0.16% $631.28K
ELF BEAUTY INC 0 10,000 10,000 0.15% $606.10K
FEDERATED HERMES INC 0 10,000 10,000 0.14% $567.10K
HAEMONETICS CORP MASS 0 10,000 10,000 0.14% $563.60K
SPS COMMERCE INC 0 10,000 10,000 0.14% $556.70K
INSPIRE MEDICAL SYSTEMS INC 0 10,000 10,000 0.13% $515.80K
NUVATION BIO INC 0 100,000 100,000 0.11% $429.00K
NOVAVAX INC 0 40,000 40,000 0.08% $325.60K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
QUALCOMM INC 26,000 0 -26,000 0.00% -$4.45M
CHARTER COMMUNICATIONS INC A 18,000 0 -18,000 0.00% -$3.76M
GENPACT LTD 80,000 0 -80,000 0.00% -$3.74M
PACIRA BIOSCIENCES INC 120,000 0 -120,000 0.00% -$3.11M
ALKERMES PLC 100,000 0 -100,000 0.00% -$2.80M
AIRBNB INC CLASS A 20,000 0 -20,000 0.00% -$2.71M
UBER TECHNOLOGIES INC 30,000 0 -30,000 0.00% -$2.45M
ALNYLAM PHARMACEUTICALS INC 6,000 0 -6,000 0.00% -$2.39M
TEMPUS AI INC-A 40,000 0 -40,000 0.00% -$2.36M
TASKUS INC-A 200,000 0 -200,000 0.00% -$2.36M
CORMEDIX INC 200,000 0 -200,000 0.00% -$2.33M
BANK OZK 50,000 0 -50,000 0.00% -$2.30M
EURONET WORLDWIDE INC 30,000 0 -30,000 0.00% -$2.28M
ARRAY TECHNOLOGIES INC 240,000 0 -240,000 0.00% -$2.21M
GRAHAM HOLDINGS CO 2,000 0 -2,000 0.00% -$2.20M
RIGEL PHARMACEUTICALS INC 50,000 0 -50,000 0.00% -$2.14M
SS&C TECHNOLOGIE 24,000 0 -24,000 0.00% -$2.10M
VIRTU FINANCIAL INC- CL A 60,000 0 -60,000 0.00% -$2.00M
CHEWY INC- CL A 60,000 0 -60,000 0.00% -$1.98M
MEDTRONIC PLC 20,000 0 -20,000 0.00% -$1.92M
PAYMENTUS HOLDINGS INC CL A 60,000 0 -60,000 0.00% -$1.90M
BIOCRYST PHARMACEUTICALS INC 240,000 0 -240,000 0.00% -$1.87M
JOBY AVIATION IN 140,000 0 -140,000 0.00% -$1.85M
PTC THERAPEUTICS INC 24,000 0 -24,000 0.00% -$1.82M
BIOMARIN PHARMACEUTICAL INC 30,000 0 -30,000 0.00% -$1.78M
LINCOLN NATL CRP 40,000 0 -40,000 0.00% -$1.78M
SNOWFLAKE INC CL A 8,000 0 -8,000 0.00% -$1.75M
EBAY INC 20,000 0 -20,000 0.00% -$1.74M
NEWHOLD INVESTMENT CORP 240,000 0 -240,000 0.00% -$1.72M
ALBERTSONS COS INC CL A 100,000 0 -100,000 0.00% -$1.72M
SI-BONE INC 80,000 0 -80,000 0.00% -$1.58M
CRACKER BARREL OLD CTRY ST INC 60,000 0 -60,000 0.00% -$1.52M
VERISIGN INC 6,000 0 -6,000 0.00% -$1.46M
TRIPADVISOR INC 100,000 0 -100,000 0.00% -$1.46M
ZOOMINFO TECHNOLOGIES INC 140,000 0 -140,000 0.00% -$1.42M
TELADOC HEALTH INC 200,000 0 -200,000 0.00% -$1.40M
GLOBE LIFE INC 10,000 0 -10,000 0.00% -$1.40M
IONQ INC 30,000 0 -30,000 0.00% -$1.35M
GENEDX HOLDINGS CORP-A 10,000 0 -10,000 0.00% -$1.30M
SAREPTA THERAPEUTICS INC 60,000 0 -60,000 0.00% -$1.29M
SOLVENTUM CORP 16,000 0 -16,000 0.00% -$1.27M
OSHKOSH CORP 10,000 0 -10,000 0.00% -$1.26M
PENUMBRA INC 4,000 0 -4,000 0.00% -$1.24M
ADTRAN HOLDINGS INC 140,000 0 -140,000 0.00% -$1.22M
GOGO INC 260,000 0 -260,000 0.00% -$1.21M
BOX INC- CLASS A 40,000 0 -40,000 0.00% -$1.20M
ARVINAS INC 100,000 0 -100,000 0.00% -$1.19M
SUPER MICRO COMPUTER INC 40,000 0 -40,000 0.00% -$1.17M
PAYPAL HOLDINGS 20,000 0 -20,000 0.00% -$1.17M
EVERTEC INC 40,000 0 -40,000 0.00% -$1.16M
TRAVERE THERAPEUTICS INC 30,000 0 -30,000 0.00% -$1.15M
ARHAUS INC 100,000 0 -100,000 0.00% -$1.12M
CIVITAS RESOURCES INC 40,000 0 -40,000 0.00% -$1.08M
PINTEREST INC CL A 40,000 0 -40,000 0.00% -$1.04M
CVR ENERGY INC 40,000 0 -40,000 0.00% -$1.02M
NEWEGG COMMERCE INC COMMON STOCK USD.437 20,000 0 -20,000 0.00% -$1.02M
VALARIS LTD 20,000 0 -20,000 0.00% -$1.01M
MONTROSE ENVIRONMENTAL GROUP INC 40,000 0 -40,000 0.00% -$993.20K
LEGALZOOMCOM INC 100,000 0 -100,000 0.00% -$993.00K
TOPGOLF CALLAWAY BRANDS CORP 80,000 0 -80,000 0.00% -$933.60K
ZOOM VIDEO COMMUNICATIONS INC CL A 10,000 0 -10,000 0.00% -$862.90K
Inter & Co Inc. CLASS A COM 100,000 0 -100,000 0.00% -$848.00K
KEROS THERAPEUTICS 40,000 0 -40,000 0.00% -$814.40K
YEXT INC 100,000 0 -100,000 0.00% -$806.00K
Oddity Tech Ltd. SHS CL A 20,000 0 -20,000 0.00% -$803.60K
ORD SHS 40,000 0 -40,000 0.00% -$790.40K
COMPASS MINERALS INTL INC 40,000 0 -40,000 0.00% -$785.60K
CF INDUSTRIES HOLDINGS INC 10,000 0 -10,000 0.00% -$773.40K
COURSERA INC 100,000 0 -100,000 0.00% -$736.00K
CUSTOMERS BANCORP INC 10,000 0 -10,000 0.00% -$731.20K
ROOT INC/OH-A 10,000 0 -10,000 0.00% -$722.30K
ANTERO MIDSTREAM CORP 40,000 0 -40,000 0.00% -$711.60K
QUEST DIAGNOSTICS INC 4,000 0 -4,000 0.00% -$694.12K
UNIVEST FINANCIAL CORP 20,000 0 -20,000 0.00% -$654.80K
NIAGEN BIOSCIENCE INC 100,000 0 -100,000 0.00% -$636.00K
LKQ CORP 20,000 0 -20,000 0.00% -$604.00K
SYMBOTIC INC 10,000 0 -10,000 0.00% -$595.00K
Israel Chemicals Ltd 100,000 0 -100,000 0.00% -$571.00K
RENEW ENERGY GLOBAORD USD 100,000 0 -100,000 0.00% -$565.00K
MULTIPLAN CORP CL A 10,000 0 -10,000 0.00% -$427.50K
AUTONATION INC 2,000 0 -2,000 0.00% -$412.96K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Invesco Treasury Portfolio, Institutional Class 149,979,163 157,492,029 7,512,866 40.17% $7.51M
CORCEPT THERAPEUTICS INC 30,000 120,000 90,000 1.23% $3.79M
THE CAMPBELL'S COMPANY 100,000 200,000 100,000 1.14% $1.67M
ANI PHARMACEUTICALS INC 30,000 50,000 20,000 0.98% $1.48M
CONCENTRIX CORP 80,000 140,000 60,000 0.98% $504.00K
SEZZLE INC 50,000 60,000 10,000 0.97% $623.65K
POWER SOLUTIONS INTL INC 30,000 60,000 30,000 0.93% $1.94M
DOLLAR GENERAL CORP 10,000 30,000 20,000 0.91% $2.23M
ACADIA PHARMACEUTICALS INC 140,000 160,000 20,000 0.91% -$177.80K
QUALYS INC 16,000 40,000 24,000 0.90% $1.39M
PROGYNY INC 120,000 200,000 80,000 0.87% $314.40K
IRHYTHM TECHNOLOGIES INC 14,000 28,000 14,000 0.84% $820.40K
INNOVIVA INC 100,000 140,000 40,000 0.83% $1.26M
TALEN ENERGY CORP 4,000 10,000 6,000 0.81% $1.69M
TRANSMEDICS GROUP INC 14,000 30,000 16,000 0.76% $1.28M
HEALTHCARE SERVS 100,000 160,000 60,000 0.76% $1.06M
ARCHER DANIELS MIDLAND CO 20,000 40,000 20,000 0.74% $1.76M
ALLEGION PLC 14,000 20,000 6,000 0.74% $676.72K
CIRRUS LOGIC INC 10,000 20,000 10,000 0.74% $1.71M
INCYTE CORP 24,000 30,000 6,000 0.72% $453.12K
SALLY BEAUTY HOL 80,000 200,000 120,000 0.71% $1.63M
LYFT INC-A 90,000 200,000 110,000 0.68% $916.70K
SHOALS TECHNOLOGIES GROUP INC 240,000 400,000 160,000 0.67% $592.00K
STOKE THERAPEUTICS INC 60,000 80,000 20,000 0.66% $700.40K
WINGSTOP INC 6,000 16,000 10,000 0.63% $1.05M
GAP INC/THE 60,000 100,000 40,000 0.62% $884.00K
CAL-MAINE FOODS INC 16,000 30,000 14,000 0.61% $1.10M
INGRAM MICRO HOL 40,000 100,000 60,000 0.59% $1.48M
HARMONY BIOSCIENCES HOLDINGS INC 60,000 80,000 20,000 0.57% -$4.40K
CANADIAN SOLAR I 120,000 160,000 40,000 0.57% -$636.40K
UPWORK INC 40,000 200,000 160,000 0.56% $1.40M
ADVANCE AUTO PARTS INC 20,000 40,000 20,000 0.54% $1.32M
WYNN RESORTS LTD 10,000 20,000 10,000 0.52% $827.70K
BROOKFIELD RENEW 40,000 50,000 10,000 0.51% $457.90K
XP Inc 80,000 100,000 20,000 0.49% $594.40K
Immunocore Holdings plc ADS 40,000 60,000 20,000 0.46% $420.60K
STONEX GROUP INC 14,000 21,000 7,000 0.43% $361.83K
PVH CORP 10,000 20,000 10,000 0.36% $725.00K
PATRIA INVS. LTD 40,000 80,000 40,000 0.26% $372.40K
DUOLINGO INC 4,000 10,000 6,000 0.25% $283.70K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
UNITED NATURAL FOODS INC 120,000 100,000 -20,000 1.15% $465.60K
VIASAT INC 80,000 70,000 -10,000 0.82% $449.20K
UBIQUITI INC 8,000 4,000 -4,000 0.81% -$1.27M
SOLAREDGE TECHNOLOGIES INC 70,000 60,000 -10,000 0.78% $1.04M
FIVE BELOW INC 14,000 12,000 -2,000 0.70% $104.72K
TOOTSIE ROLL INDUSTRIES INC 80,000 61,800 -18,200 0.67% -$290.30K
VERIZON COMMUNICATIONS INC 70,000 50,000 -20,000 0.64% -$341.10K
CLEAR SECURE INC 60,000 50,000 -10,000 0.62% $315.70K
AMPRIUS TECHNOLOGIES INC 200,000 140,000 -60,000 0.60% $782.40K
SLB LTD 60,000 40,000 -20,000 0.52% -$247.20K
CATALYST PHARMACEUTICALS INC 100,000 80,000 -20,000 0.51% -$353.20K
NEXTRACKER INC CL A 28,000 16,000 -12,000 0.49% -$510.28K
MATCH GROUP INC 80,000 60,000 -20,000 0.47% -$740.60K
STARBUCKS CORP 30,000 20,000 -10,000 0.46% -$734.50K
AMGEN INC 8,000 5,000 -3,000 0.45% -$859.23K
EXELIXIS INC 80,000 40,000 -40,000 0.44% -$1.79M
COLGATE-PALMOLIVE CO 40,000 20,000 -20,000 0.43% -$1.46M
HERSHEY CO/THE 10,000 8,000 -2,000 0.42% -$156.68K
PEPSICO INC 20,000 10,000 -10,000 0.40% -$1.32M
COCA-COLA CO/THE 40,000 20,000 -20,000 0.39% -$1.28M
GILEAD SCIENCES INC 14,000 10,000 -4,000 0.36% -$324.66K
GIGACLOUD TECHNOLOGY INC COMMON STOCK USD.05 50,000 30,000 -20,000 0.35% -$602.60K
PRAXIS PRECISION MEDICINES INC 8,000 4,000 -4,000 0.33% -$1.07M
PALOMAR HOLDINGS 20,000 10,000 -10,000 0.30% -$1.50M
AURINIA PHARMS. INC 100,000 80,000 -20,000 0.30% -$409.40K
PROTAGONIST THERAPEUTICS INC 12,000 10,000 -2,000 0.27% $5.92K
MARATHON PETROLEUM CORP 6,000 4,000 -2,000 0.25% $940
ROYALTY PHARMA-A 60,000 20,000 -40,000 0.24% -$1.36M
UNIVERSAL DISPLAY CORP 16,000 10,000 -6,000 0.23% -$951.88K
PHATHOM PHARMACEUTICALS INC 140,000 80,000 -60,000 0.23% -$1.43M
TEEKAY CORP LTD COMMON STOCK USD.001 100,000 60,000 -40,000 0.19% -$170.40K
DEXCOM INC 40,000 10,000 -30,000 0.16% -$2.03M
VITAL FARMS INC 80,000 40,000 -40,000 0.14% -$1.99M
AURA MINERALS INC 10,000 6,000 -4,000 0.12% -$14.55K
NEWMONT CORP 10,000 4,000 -6,000 0.11% -$565.50K
BARRICK MINING CORP 20,000 10,000 -10,000 0.10% -$463.10K
AGNICO EAGLE MINES LTD 4,000 2,000 -2,000 0.10% -$272.16K
SSR MINING INC 20,000 10,000 -10,000 0.07% -$144.40K
ROYAL GOLD INC 4,000 1,000 -3,000 0.06% -$634.67K
PAN AMER SILVER 8,000 4,000 -4,000 0.06% -$195.96K
Anglogold Ashanti Plc 6,000 2,000 -4,000 0.05% -$316.96K
ALAMOS GOLD INC A 20,000 4,000 -16,000 0.05% -$593.88K
KINROSS GOLD CORP 10,000 4,000 -6,000 0.03% -$159.52K
HECLA MINING CO 20,000 2,000 -18,000 0.01% -$346.54K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
APA CORP 100,000 100,000 0 1.08% $1.80M
ETSY INC 80,000 80,000 0 1.02% -$436.80K
HALOZYME THERAPEUTICS INC 50,000 50,000 0 0.82% -$133.50K
CVS HEALTH CORP 40,000 40,000 0 0.73% -$301.60K
Common Stock 20,000 20,000 0 0.73% -$854.20K
NEUROCRINE BIOSCIENCES INC 20,000 20,000 0 0.67% -$201.80K
Dlocal Ltd/Uruguay 200,000 200,000 0 0.66% -$234.00K
NATIONAL VISION HOLDINGS INC 100,000 100,000 0 0.66% $8.00K
CHENIERE ENERGY PARTNERS LP PARTNERSHIP SHARES 40,000 40,000 0 0.66% $446.00K
UL SOLUTIONS INC CL A 30,000 30,000 0 0.66% $205.50K
URBAN OUTFITTERS 40,000 40,000 0 0.65% -$476.40K
PAR PACIFIC HOLDINGS INC 40,000 40,000 0 0.64% $1.10M
APTIV PLC 36,000 36,000 0 0.64% -$239.40K
ACM RESEARCH INC-CLASS A 60,000 60,000 0 0.60% -$6.00K
BREAD FINANCIAL HOLDINGS 30,000 30,000 0 0.57% $25.80K
GENERAL MILLS INC 60,000 60,000 0 0.57% -$556.80K
PHIBRO ANIMAL HEALTH CORP CL A 40,000 40,000 0 0.56% $718.00K
MOSAIC CO/THE 80,000 80,000 0 0.52% $112.80K
DEVON ENERGY CORP 40,000 40,000 0 0.51% $547.60K
Pagseguro Digital Ltd COM USD0.000025 CLASS A 200,000 200,000 0 0.51% $76.00K
Dole PLC ORD SHS 140,000 140,000 0 0.51% -$98.00K
NOBLE CORP PLC 40,000 40,000 0 0.50% $833.20K
NORTHERN TRUST CORP 14,000 14,000 0 0.50% $41.72K
PAYCOM SOFTWARE INC 16,000 16,000 0 0.50% -$605.12K
NUTEX HEALTH INC 20,000 20,000 0 0.48% -$1.39M
INTERDIGITAL INC 6,000 6,000 0 0.46% -$98.28K
HUMANA INC 10,000 10,000 0 0.44% -$827.40K
REYNOLDS CONSUMER PRODUCTS INC 80,000 80,000 0 0.43% -$139.20K
FRESH DEL MONTE 40,000 40,000 0 0.41% $185.20K
Nomad Foods Ltd. USD ORD SHS 160,000 160,000 0 0.39% -$464.00K
ASTRANA HEALTH INC 60,000 60,000 0 0.38% -$17.40K
COTERRA ENERGY INC 40,000 40,000 0 0.36% $352.80K
HERTZ GLOBAL HOLDINGS INC 300,000 300,000 0 0.35% -$159.00K
BANKUNITED INC 30,000 30,000 0 0.35% $17.70K
FLOWERS FOODS INC 160,000 160,000 0 0.33% -$436.80K
CONCENTRA GROUP HOLDINGS PARENT INC 60,000 60,000 0 0.33% $106.20K
STATE STREET CORP 10,000 10,000 0 0.32% -$24.50K
PARAMOUNT SKYDANCE CORP 140,000 140,000 0 0.32% -$613.20K
COGNIZANT TECH SOLUTIONS CL A 20,000 20,000 0 0.31% -$433.00K
FLEX LNG LTD COMMON STOCK USD.1 40,000 40,000 0 0.30% $190.40K
Copa Holdings SA NPV CLASS 'A' 10,000 10,000 0 0.29% -$70.00K
CITIGROUP INC 10,000 10,000 0 0.29% -$32.80K
PFIZER INC 40,000 40,000 0 0.29% $127.20K
TARSUS PHARMACEUTICALS INC 16,000 16,000 0 0.29% -$187.68K
CLOROX CO 10,000 10,000 0 0.26% $28.00K
INNOVEX INTERNATIONAL INC 40,000 40,000 0 0.25% $100.80K
JM SMUCKER CO/THE 10,000 10,000 0 0.25% -$13.70K
KRAFT HEINZ CO/T 40,000 40,000 0 0.23% -$70.40K
HERBALIFE NUTRIT 60,000 60,000 0 0.23% $109.80K
WESTERN UNION CO 100,000 100,000 0 0.22% -$58.00K
Arcos Dorados Holdings Inc COM NPV CL 'A' 100,000 100,000 0 0.21% $91.00K
IHS HOLDING LTD COMMON STOCK USD.3 100,000 100,000 0 0.21% $77.00K
HILTON GRAND VACATIONS INC 20,000 20,000 0 0.20% -$112.60K
RPC INC 100,000 100,000 0 0.18% $164.00K
POST HOLDINGS INC 6,000 6,000 0 0.15% -$1.14K
KIMBERLY CLARK CORP 6,000 6,000 0 0.15% -$26.52K
DOXIMITY INC-A 20,000 20,000 0 0.12% -$419.60K
US ULTRA BOND CBT Sep25 8,000 8,000 0 0.00% $1.68K
Zoetis, Inc. 03/20/2026 110 Put 0 0 0 -50.63% -$17.47M

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