Holdings
Neo Ivy Capital Management
As of Jun 30, 2026, Neo Ivy Capital Management reported 336 positions worth US$422M. Largest: Vulcan Materials Company (holding Company), Nvidia Corporation and Archer-daniels-midland Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vulcan Materials Company (holding Company) | 21,090 | US$6.22M | new | Jun 30, 2026 |
| Nvidia Corporation | 27,208 | US$5.44M | +1,046 | Jun 30, 2026 |
| Archer-daniels-midland Company | 69,830 | US$5.34M | new | Jun 30, 2026 |
| Palantir Technologies Inc. | 42,493 | US$4.96M | +19,235 | Jun 30, 2026 |
| Lam Research Corporation | 10,905 | US$4.73M | +7,145 | Jun 30, 2026 |
| Micron Technology, Inc. | 3,944 | US$4.55M | −5,582 | Jun 30, 2026 |
| Apple Inc | 15,026 | US$4.35M | +586 | Jun 30, 2026 |
| Patterson-uti Energy, Inc. | 473K | US$4.34M | +194K | Jun 30, 2026 |
| Ultra Clean Holdings, Inc. | 30,113 | US$4.29M | new | Jun 30, 2026 |
| Lyft, Inc. | 290K | US$4.24M | +260K | Jun 30, 2026 |