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Fox Run Management, L.L.C. 13F holdings, Q3 2024

Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →

Fox Run Management, L.L.C. disclosed 761 US equity positions worth $449.4m in its Q3 2024 13F filing. The largest position was SPY at 0.9% of the reported book, followed by IWM and GM.

· Q4 2024 →

What did Fox Run Management, L.L.C. own in Q3 2024? Top 50 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 SPY SPDR S&P 500 ETF TR 0.9%$4.2m7,330 –
2 IWM ISHARES TR 0.9%$4.1m18,677 –
3 GM GENERAL MTRS CO Consumer Cyclical 0.5%$2.4m53,994 –
4 CI THE CIGNA GROUP Healthcare 0.5%$2.3m6,506 –
5 PCG PG&E CORP Utilities 0.4%$2.0m100,379 –
6 CHRW C H ROBINSON WORLDWIDE INC Industrials 0.4%$1.8m16,216 –
7 V VISA INC Financial Services 0.4%$1.8m6,447 –
8 CRUS CIRRUS LOGIC INC Technology 0.4%$1.8m14,241 –
9 LRCX LAM RESEARCH CORP Technology 0.4%$1.7m2,087 –
10 BILL BILL HOLDINGS INC Technology 0.4%$1.7m32,220 –
11 NVS NOVARTIS AG Healthcare 0.4%$1.7m14,647 –
12 SHW SHERWIN WILLIAMS CO Basic Materials 0.4%$1.7m4,393 –
13 QCOM QUALCOMM INC Technology 0.4%$1.7m9,803 –
14 MMS MAXIMUS INC Industrials 0.4%$1.7m17,778 –
15 ULTA ULTA BEAUTY INC Consumer Cyclical 0.4%$1.6m4,239 –
16 SKAA SKECHERS U S A INC 0.4%$1.6m24,613 –
17 UHS UNIVERSAL HLTH SVCS INC Healthcare 0.4%$1.6m7,170 –
18 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 0.4%$1.6m25,808 –
19 NLY ANNALY CAPITAL MANAGEMENT IN Real Estate 0.4%$1.6m80,188 –
20 WAB WABTEC Industrials 0.4%$1.6m8,772 –
21 PFE PFIZER INC Healthcare 0.4%$1.6m54,978 –
22 CME CME GROUP INC Financial Services 0.3%$1.6m7,125 –
23 APH AMPHENOL CORP NEW Technology 0.3%$1.6m24,122 –
24 EAT BRINKER INTL INC Consumer Cyclical 0.3%$1.6m20,479 –
25 CHTR CHARTER COMMUNICATIONS INC N Communication Services 0.3%$1.6m4,824 –
26 BIIB BIOGEN INC Healthcare 0.3%$1.5m7,922 –
27 PBF PBF ENERGY INC Energy 0.3%$1.5m49,093 –
28 NET CLOUDFLARE INC Technology 0.3%$1.5m18,731 –
29 RGA REINSURANCE GRP OF AMERICA I Financial Services 0.3%$1.5m6,950 –
30 MDB MONGODB INC Technology 0.3%$1.5m5,568 –
31 MKSI MKS INSTRS INC Technology 0.3%$1.5m13,751 –
32 ED CONSOLIDATED EDISON INC Utilities 0.3%$1.5m14,328 –
33 ROST ROSS STORES INC Consumer Cyclical 0.3%$1.5m9,807 –
34 WIX WIX COM LTD Technology 0.3%$1.5m8,745 –
35 LNWO LIGHT & WONDER INC Consumer Cyclical 0.3%$1.5m16,098 –
36 MYGN MYRIAD GENETICS INC Healthcare 0.3%$1.5m53,141 –
37 MSFT MICROSOFT CORP Technology 0.3%$1.5m3,371 –
38 ZION ZIONS BANCORPORATION N A Financial Services 0.3%$1.4m30,625 –
39 OSK OSHKOSH CORP Industrials 0.3%$1.4m14,392 –
40 FN FABRINET Technology 0.3%$1.4m6,095 –
41 CLX CLOROX CO DEL Consumer Defensive 0.3%$1.4m8,788 –
42 TWLO TWILIO INC Technology 0.3%$1.4m21,804 –
43 GPN GLOBAL PMTS INC Industrials 0.3%$1.4m13,851 –
44 ATI ATI INC Industrials 0.3%$1.4m21,088 –
45 DECK DECKERS OUTDOOR CORP Consumer Cyclical 0.3%$1.4m8,767 –
46 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 0.3%$1.4m8,702 –
47 JWNUSD NORDSTROM INC 0.3%$1.4m61,353 –
48 ALL ALLSTATE CORP Financial Services 0.3%$1.4m7,210 –
49 JBL JABIL INC Technology 0.3%$1.4m11,310 –
50 MRSH MARSH & MCLENNAN COS INC Financial Services 0.3%$1.3m5,951 –

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.