Factorial Partners, LLC

data from 30/09/2025

Capitalization

$ 145.304 M 5.27 %

Average holding period

13 ans

Performance

$ 73.763 M 76.49 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Factorial Partners, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 URI UNITED RENTALS INC 6.10% 8.869 M $ 9290 2019/03/31 1.972 M $ 26.71 %
2025/09/30 FHI FEDERATED HERMES INC 5.69% 8.269 M $ 159239 2024/06/30 1.212 M $ 17.17 %
2025/09/30 TEVA TEVA PHARMACEUTICAL INDS LTD 4.80% 6.969 M $ 345000 2017/12/31 1.187 M $ 20.53 %
2025/09/30 SYF SYNCHRONY FINANCIAL 4.65% 6.750 M $ 95000 2023/12/31 431.000 K $ 6.46 %
2025/09/30 SEB SEABOARD CORP DEL 4.57% 6.641 M $ 1821 2024/06/30 1.447 M $ 27.46 %
2025/09/30 AL AIR LEASE CORP 3.99% 5.792 M $ 91000 2021/06/30 469.559 K $ 8.82 %
2025/09/30 GNW GENWORTH FINL INC 3.60% 5.233 M $ 588000 2023/12/31 664.160 K $ 14.40 %
2025/09/30 TNL TRAVEL PLUS LEISURE CO 3.58% 5.205 M $ 87500 2021/03/31 689.500 K $ 15.27 %
2025/09/30 VCSH VANGUARD SCOTTSDALE FDS 3.50% 5.092 M $ 63700 2024/09/30 1.548 K $ 0.54 %
2025/09/30 CHRD CHORD ENERGY CORPORATION 3.40% 4.939 M $ 49700 2022/06/30 118.440 K $ 2.60 %
2025/09/30 VTI VANGUARD INDEX FDS 2.67% 3.872 M $ 11800 2025/06/30 26.906 K $ 7.98 %
2025/09/30 CFG CITIZENS FINL GROUP INC 2.63% 3.828 M $ 72000 2023/06/30 672.799 K $ 18.79 %
2025/09/30 CI THE CIGNA GROUP 2.44% 3.545 M $ 12300 2023/09/30 -533.357 K $ -12.80 %
2025/09/30 SOLV SOLVENTUM CORP 2.11% 3.066 M $ 42000 2024/06/30 -153.360 K $ -3.74 %
2025/09/30 TPH TRI POINTE HOMES INC 2.08% 3.023 M $ 89000 2018/12/31 179.779 K $ 6.32 %
2025/09/30 WEX WEX INC 2.05% 2.977 M $ 18900 2024/09/30 223.440 K $ 7.24 %
2025/09/30 AAPL APPLE INC 2.03% 2.954 M $ 11600 2017/12/31 573.736 K $ 24.11 %
2025/09/30 MGM MGM RESORTS INTERNATIONAL 2.03% 2.946 M $ 85000 2024/12/31 30.914 K $ 0.79 %
2025/09/30 GPN GLOBAL PMTS INC 2.00% 2.908 M $ 35000 2024/12/31 124.639 K $ 3.80 %
2025/09/30 SPGI S&P GLOBAL INC 1.84% 2.677 M $ 5500 2017/12/31 -223.189 K $ -7.70 %
2025/09/30 VTRS VIATRIS INC 1.81% 2.624 M $ 265000 2020/12/31 231.830 K $ 10.86 %
2025/09/30 IJJ ISHARES TR 1.69% 2.452 M $ 18900 2020/03/31 116.046 K $ 4.97 %
2025/09/30 IJH ISHARES TR 1.66% 2.415 M $ 37000 2025/03/31 0.000 $ 0.00 %
2025/09/30 CSX CSX CORP 1.59% 2.308 M $ 65000 2019/09/30 192.959 K $ 8.83 %
2025/09/30 DIN DINE BRANDS GLOBAL INC 1.52% 2.208 M $ 89316 2023/06/30 26.253 K $ 1.60 %
2025/09/30 TMHC TAYLOR MORRISON HOME CORP 1.48% 2.145 M $ 32500 2019/03/31 149.175 K $ 7.47 %
2025/09/30 GPI GROUP 1 AUTOMOTIVE INC 1.47% 2.139 M $ 4890 2018/12/31 3.992 K $ 0.18 %
2025/09/30 NOMD NOMAD FOODS LTD 1.46% 2.118 M $ 161100 2020/09/30 -722.303 K $ -22.60 %
2025/09/30 STRT STRATTEC SEC CORP 1.39% 2.025 M $ 29746 2024/09/30 176.354 K $ 9.40 %
2025/09/30 IMKTA INGLES MKTS INC 1.36% 1.982 M $ 28496 2024/09/30 176.105 K $ 9.75 %
2025/09/30 BFH BREAD FINANCIAL HOLDINGS INC 1.34% 1.952 M $ 35000 2024/03/31 -47.249 K $ -2.36 %
2025/09/30 M MACYS INC 1.18% 1.721 M $ 96000 2018/03/31 601.920 K $ 53.77 %
2025/09/30 AXP AMERICAN EXPRESS CO 1.17% 1.694 M $ 5100 2017/12/31 67.218 K $ 4.13 %
2025/09/30 ACI ALBERTSONS COS INC 1.14% 1.663 M $ 95000 2023/03/31 -380.000 K $ -18.60 %
2025/09/30 CNC CENTENE CORP DEL 1.13% 1.641 M $ 46000 2024/12/31 -1.283 M $ -34.27 %
2025/09/30 CNNE CANNAE HLDGS INC 0.81% 1.181 M $ 64477 2024/03/31 -328.099 K $ -12.18 %
2025/09/30 AN AUTONATION INC 0.81% 1.170 M $ 5350 2022/06/30 107.642 K $ 10.13 %
2025/09/30 IAC IAC INC 0.80% 1.158 M $ 34000 2025/09/30 0.000 $ 0.00 %
2025/09/30 NSC NORFOLK SOUTHN CORP 0.68% 982.341 K $ 3270 2017/12/31 163.094 K $ 17.36 %
2025/09/30 ABG ASBURY AUTOMOTIVE GROUP INC 0.67% 977.800 K $ 4000 2023/06/30 24.821 K $ 2.48 %
2025/09/30 SITC SITE CTRS CORP 0.64% 937.040 K $ 104000 2024/12/31 -239.200 K $ -20.34 %
2025/09/30 OSUR ORASURE TECHNOLOGIES INC 0.62% 897.490 K $ 279592 2022/03/31 60.814 K $ 7.00 %
2025/09/30 NVT NVENT ELECTRIC PLC 0.61% 887.760 K $ 9000 2018/06/30 228.510 K $ 34.66 %
2025/09/30 ALSN ALLISON TRANSMISSION HLDGS I 0.54% 789.384 K $ 9300 2019/06/30 -94.023 K $ -10.64 %
2025/09/30 HUM HUMANA INC 0.54% 780.510 K $ 3000 2025/09/30 0.000 $ 0.00 %
2025/09/30 CPAY CORPAY INC 0.54% 777.762 K $ 2700 2024/03/31 -175.039 K $ -13.19 %
2025/09/30 CCS CENTURY CMNTYS INC 0.45% 657.210 K $ 10371 2022/06/30 73.115 K $ 12.52 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.43% 628.174 K $ 2955 2025/06/30 -531.000 $ -0.08 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.43% 621.540 K $ 1800 2025/09/30 0.000 $ 0.00 %
2025/09/30 IVOV VANGUARD ADMIRAL FDS INC 0.36% 524.004 K $ 5200 2020/03/31 27.559 K $ 5.55 %
2025/09/30 CBRL CRACKER BARREL OLD CTRY STOR 0.35% 515.502 K $ 11700 2023/09/30 -199.133 K $ -27.87 %
2025/09/30 GIFI GULF IS FABRICATION INC 0.35% 509.891 K $ 72634 2017/12/31 71.244 K $ 5.56 %
2025/09/30 KHC KRAFT HEINZ CO 0.35% 507.780 K $ 19500 2025/09/30 0.000 $ 0.00 %
2025/09/30 RDN RADIAN GROUP INC 0.35% 507.080 K $ 14000 2022/06/30 5.099 K $ 0.56 %
2025/09/30 PGR PROGRESSIVE CORP 0.34% 493.900 K $ 2000 2020/03/31 -39.820 K $ -7.46 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.30% 436.310 K $ 2300 2023/06/30 18.307 K $ 4.38 %
2025/09/30 CNDT CONDUENT INC 0.29% 423.951 K $ 151411 2024/06/30 123.355 K $ 6.06 %
2025/09/30 CVS CVS HEALTH CORP 0.26% 376.950 K $ 5000 2025/09/30 0.000 $ 0.00 %
2025/09/30 LGIH LGI HOMES INC 0.24% 351.628 K $ 6800 2025/06/30 1.291 K $ 0.37 %
2025/09/30 LAD LITHIA MTRS INC 0.23% 341.280 K $ 1080 2020/03/31 -23.565 K $ -6.46 %
2025/09/30 AZO AUTOZONE INC 0.21% 300.317 K $ 70 2024/03/31 40.460 K $ 15.57 %
2025/09/30 ANGO ANGIODYNAMICS INC 0.18% 268.080 K $ 24000 2023/06/30 53.750 K $ 12.60 %
2025/09/30 ACT ENACT HLDGS INC 0.17% 249.210 K $ 6500 2025/09/30 0.000 $ 0.00 %
2025/09/30 BRID BRIDGFORD FOODS CORP 0.14% 198.760 K $ 25017 2024/09/30 -1.751 K $ -0.89 %
2025/09/30 BLMN BLOOMIN BRANDS INC 0.08% 116.197 K $ 16206 2017/12/31 -61.919 K $ -16.72 %
2025/09/30 BGS B & G FOODS INC NEW 0.06% 93.469 K $ 21099 2018/03/31 9.019 K $ 4.73 %
2025/09/30 JACK JACK IN THE BOX INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CMA COMERICA INC 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 OXY OCCIDENTAL PETE CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 KLG WK KELLOGG CO 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %