Titelia

Holdings of SIMT Multi-Strategy Alternatives Fund

SEI INSTITUTIONAL MANAGED TRUST · Original filing · Compare with another fund · Report an error

Net assets
235.2M $ including 109.2M $ in equities, 46.4 %
Positions
65 in 10 countries
Bond lines
71 from 46 companies
Top ten
26.7 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Merger Fund 2,512,57942.9M $18.26 %
2Century Aluminum Co 43,2622.5M $1.08 %
3Hudbay Minerals Inc 111,1952.3M $0.99 %
4Alcoa Corp 33,5572.2M $0.95 %
5Carpenter Technology Corp 5,4962.2M $0.92 %
6Sensient Technologies Corp 24,9382.2M $0.92 %
7Constellium SE 87,2652.1M $0.91 %
8ATI Inc 14,7122.1M $0.91 %
9Kirby Corp 16,1022.1M $0.91 %
10Melrose Industries PLC 316,8192.1M $0.91 %
11Freeport-McMoRan Inc 35,4652.1M $0.89 %
12Churchill Downs Inc 22,3882M $0.86 %
13StandardAero Inc 77,4212M $0.85 %
14Vail Resorts Inc 15,2652M $0.83 %
15Harmony Gold Mining Co Ltd 126,6931.9M $0.83 %
16International Flavors & Fragrances Inc 25,2421.8M $0.78 %
17Amazon.com Inc 8,6941.8M $0.77 %
18DR Horton Inc 12,9561.8M $0.76 %
19Franklin Resources Inc 68,8121.6M $0.69 %
20NXP Semiconductors NV 7,6551.5M $0.64 %
21Ardagh Metal Packaging SA 366,8101.5M $0.63 %
22Healthcare Realty Trust Inc 86,4511.5M $0.62 %
23Builders FirstSource Inc 17,7601.5M $0.62 %
24Penn Entertainment Inc 87,0671.3M $0.56 %
25Rocket Cos Inc 85,8211.2M $0.52 %
26JPMorgan Chase & Co 4,1321.2M $0.52 %
27Crown Castle Inc 13,5611.1M $0.47 %
28Primo Brands Corp 53,6081M $0.43 %
29Cameco Corp 9,117990.2K $0.42 %
30RH INC 6,904965.3K $0.41 %
31Wynn Resorts Ltd 9,437958.3K $0.41 %
32Under Armour Inc 162,022957.6K $0.41 %
33Eckert & Ziegler SE 50,828874.1K $0.37 %
34Toll Brothers Inc 5,951812.1K $0.35 %
35GLOBALFOUNDRIES Inc 18,258812.1K $0.35 %
36Golar LNG Ltd 14,932808K $0.34 %
37Zions Bancorp NA 14,019807.8K $0.34 %
38Kinder Morgan, Inc. 23,090774.2K $0.33 %
39Frontier Group Holdings Inc 206,194727.9K $0.31 %
40Avantor Inc 83,481654.5K $0.28 %
41Pebblebrook Hotel Trust 45,849579.1K $0.25 %
42MTU Aero Engines AG 1,429522.3K $0.22 %
43Lululemon Athletica Inc 3,345512.1K $0.22 %
44Versant Media Group Inc 13,825511.8K $0.22 %
45Moelis & Co 8,963510.9K $0.22 %
46Wolfspeed Inc 30,293494.4K $0.21 %
47Verizon Communications Inc 9,759489.9K $0.21 %
48Elastic NV 9,498474.8K $0.20 %
49Huntington Ingalls Industries, Inc. 1,214461.2K $0.20 %
50Sprott Physical Uranium Trust 16,246328.2K $0.14 %
51SentinelOne Inc 25,079323K $0.14 %
52Raymond James Financial Inc 1,985287.4K $0.12 %
53Allegro MicroSystems Inc 9,070286K $0.12 %
54Analog Devices Inc 879279.6K $0.12 %
55SBA Communications Corp 1,490256.4K $0.11 %
56American Tower Corp 1,470253.7K $0.11 %
57BOBS DISCOUNT FURNITURE INC 17,515205.8K $0.09 %
58Commercial Metals Co 3,227198.2K $0.08 %
59AdaptHealth Corp 10,350123.2K $0.05 %
60Lumen Technologies Inc 7,85354.6K $0.02 %
61iHeartMedia Inc 17,27250.4K $0.02 %
62Service Properties Trust 24,79233.6K $0.01 %
63AVAYA HLDGS CORP 1,95027.8K $0.01 %
64Petco Health & Wellness Co Inc 7,32920.4K $0.01 %
65Nucor Corp 325.4K $0.00 %

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The bonds it holds

46 companies, 71 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Service Properties Trust63.2M $1.37 %
2Chemours Co/The22.1M $0.89 %
3Crocs Inc11.6M $0.66 %
4Organon & Co11.2M $0.51 %
5Emergent BioSolutions Inc11.2M $0.50 %
6Magnera Corp21M $0.44 %
7Six Flags Entertainment Corp1981.6K $0.42 %
8SM Energy Co3576.3K $0.25 %
9Columbus McKinnon Corp/NY1571.7K $0.24 %
10Gray Media Inc3415.3K $0.18 %
11PennyMac Financial Services Inc1310K $0.13 %
12ICAHN ENTERPRISES LP1290.7K $0.12 %
13Urban One Inc2251.6K $0.11 %
14Genesis Energy LP2237.1K $0.10 %
15Tenet Healthcare Corp3234.5K $0.10 %
16Cleveland-Cliffs Inc2227.7K $0.10 %
17Embecta Corp2209.7K $0.09 %
18Cable One Inc1201.9K $0.09 %
19Mineral Resources Ltd2201.3K $0.09 %
20Starwood Property Trust Inc1193.8K $0.08 %
21Deluxe Corp1192K $0.08 %
22United Airlines Holdings Inc1191K $0.08 %
23Molina Healthcare Inc1169.2K $0.07 %
24Wynn Macau Ltd2168.7K $0.07 %
25Lumen Technologies Inc2165.2K $0.07 %
26Yum! Brands Inc1158.7K $0.07 %
27First Quantum Minerals Ltd1155.5K $0.07 %
28CVS Health Corp1154.6K $0.07 %
29Bath & Body Works Inc1148.6K $0.06 %
30Brightstar Lottery PLC1145.8K $0.06 %
31DaVita Inc2141.3K $0.06 %
32Lantheus Holdings Inc1137.9K $0.06 %
33Bausch Health Cos Inc2133.5K $0.06 %
34Caesars Entertainment Inc1131.6K $0.06 %
35ZipRecruiter Inc1121K $0.05 %
36Navient Corp1116.9K $0.05 %
37Fortrea Holdings Inc1115.6K $0.05 %
38Valaris Ltd1114K $0.05 %
39AMC Entertainment Holdings Inc1113.8K $0.05 %
40Nissan Motor Co Ltd1113.2K $0.05 %
41Victoria's Secret & Co1109.6K $0.05 %
42Builders FirstSource Inc1108.6K $0.05 %
43NRG Energy Inc299K $0.04 %
44Humana Inc176.9K $0.03 %
45New Fortress Energy Inc246.3K $0.02 %
46Expand Energy Corp25.5 $0.00 %

Sector breakdown

  • Materials 8.4 %
  • Consumer discretionary 3.3 %
  • Technology 1.6 %
  • Real estate 1.5 %
  • Financials 1.4 %
  • Energy 0.7 %
  • Communication 0.4 %
  • Unattributed 82.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 97.2 %
  • GBP 2.0 %
  • EUR 0.8 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 85.5 %
  • Canada 3.3 %
  • France 2.0 %
  • United Kingdom 2.0 %
  • South Africa 1.8 %
  • Netherlands 1.4 %
  • Luxembourg 1.4 %
  • Germany 1.3 %
  • Cayman Islands 0.7 %
  • Bermuda 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States5393.3M $85.45 %
2Canada33.6M $3.34 %
3France12.1M $1.96 %
4United Kingdom12.1M $1.96 %
5South Africa11.9M $1.78 %
6Netherlands11.5M $1.38 %
7Luxembourg11.5M $1.36 %
8Germany21.4M $1.28 %
9Cayman Islands1812.1K $0.74 %
10Bermuda1808K $0.74 %
Cite this page

Titelia. "Holdings of SIMT Multi-Strategy Alternatives Fund". https://titelia.com/en/funds/S000028026