Holdings
Long/Short Equity Portfolio
As of Jul 31, 2026, Long/Short Equity Portfolio reported 97 positions worth US$41M. Largest: Ebay Inc., Rush Enterprises, Inc. and Wesco International, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Ebay Inc. | 7,820 | US$892K | −500 | Jul 31, 2026 |
| Rush Enterprises, Inc. | 10,807 | US$862K | no change | Jul 31, 2026 |
| Wesco International, Inc. | 2,420 | US$831K | −218 | Jul 31, 2026 |
| Amphenol Corporation | 4,910 | US$789K | −530 | Jul 31, 2026 |
| Radian Group Inc. | 18,920 | US$738K | no change | Jul 31, 2026 |
| Jones Lang Lasalle Incorporated | 2,040 | US$724K | no change | Jul 31, 2026 |
| Applied Materials, Inc. | 1,238 | US$628K | −822 | Jul 31, 2026 |
| Sanmina Corporation | 3,352 | US$622K | −1,128 | Jul 31, 2026 |
| Nisource Inc | 13,720 | US$610K | no change | Jul 31, 2026 |
| World Kinect Corporation | 15,140 | US$603K | no change | Jul 31, 2026 |