Titelia

Holdings of MIRABELLA FINANCIAL SERVICES LLP

791 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 17.9 % of the equity sleeve

Sector breakdown

  • Industrials 9.0 %
  • Technology 7.5 %
  • Financials 3.2 %
  • Utilities 3.2 %
  • Materials 2.5 %
  • Consumer discretionary 2.0 %
  • Communication 1.9 %
  • Health care 1.5 %
  • Funds 0.8 %
  • Consumer staples 0.8 %
  • Energy 0.8 %
  • Unattributed 66.9 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 97.1 %
  • MX 1.7 %
  • BR 0.6 %
  • PE 0.4 %
  • CL 0.1 %
  • AR 0.1 %
  • FR 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US780589.6M $97.08 %
2MX410.3M $1.69 %
3BR33.7M $0.62 %
4PE12.1M $0.35 %
5CL1568.6K $0.09 %
6AR1537.4K $0.09 %
7FR1473.9K $0.08 %

Positions

RankCompanySharesValueWeight
601Masco Corp 3,951238.5K $
602AGCO Corp 2,052237.8K $
603Cadre Holdings Inc 7,735237.3K $
604Ridgepost Capital Inc 32,651237K $
605Polaris Inc 4,345236.8K $
606OneSpan Inc 22,435236.2K $
607NetApp Inc 2,304235.9K $
608Banner Corp 3,872235K $
609Victoria's Secret & Co 5,066234.9K $
610Barrett Business Services Inc 8,045234.8K $
611Centene Corp 7,111232.8K $
612Green Plains Inc 14,151232.8K $
613Rush Street Interactive Inc 10,696232.6K $
614Pool Corp 1,147232.1K $
615Orthofix Medical Inc 20,211231.8K $
616Mama's Creations Inc 15,054230.9K $
617Arteris Inc 14,035230.7K $
618Steel Dynamics Inc 1,281230.6K $
619Resideo Technologies Inc 6,828230.2K $
620Orion Group Holdings Inc 21,013229K $
621CF Industries Holdings Inc 1,763228.9K $
622Wingstop Inc 1,477228.9K $
623AECOM 2,695228.6K $
624Qorvo Inc 2,935227.2K $
625Phillips 66 1,245226.8K $
626Quantum Computing Inc 32,934225.6K $
627Commvault Systems Inc 2,883224.6K $
628Mosaic Co/The 8,804224.5K $
629Towne Bank/Portsmouth VA 6,666224.4K $
630Select Medical Holdings Corp 13,775224.4K $
631Brink's Co/The 2,165224.4K $
632Delek US Holdings Inc 4,977224.3K $
633TFS Financial Corp 15,906223.5K $
634Mayville Engineering Co Inc 12,430223.1K $
635Leggett & Platt Inc 22,581223.1K $
636ServiceNow Inc 2,133223K $
637Neogen Corp 23,937222.4K $
638Doximity Inc 9,536222.2K $
639Burlington Stores Inc 681221.6K $
640CACI International Inc 407221.4K $
641Southern First Bancshares Inc 4,061221.3K $
642Celanese Corp 3,353220.5K $
643TKO Group Holdings Inc 1,091220K $
644Ranger Energy Services Inc 12,814219.6K $
645Estee Lauder Cos Inc/The 3,058219.5K $
646Kulicke & Soffa Industries Inc 3,335219.2K $
647Esab Corp 2,265218.9K $
648Northrim BanCorp Inc 9,528218K $
649Dycom Industries Inc 643217.9K $
650BlackLine Inc 5,877217.4K $
651Mid Penn Bancorp Inc 6,752217.1K $
652Astec Industries Inc 4,033217.1K $
653John Wiley & Sons Inc 5,693216.9K $
654Investar Holding Corp 7,952216.9K $
655Toast Inc 8,173216.7K $
656Cava Group Inc 2,677216.6K $
657Insteel Industries Inc 6,436216.3K $
658HB Fuller Co 3,502216K $
659Titan International Inc 31,218215.7K $
660Ryerson Holding Corp 9,591215.6K $
661NWPX Infrastructure Inc 2,767215.4K $
662Installed Building Products Inc 812215.3K $
663Dow Inc 5,154214.7K $
664Brookdale Senior Living Inc 15,659214.2K $
665Gulfport Energy Corp 1,011213.9K $
666Rambus Inc 2,485213.8K $
667Amerant Bancorp Inc 9,690213.6K $
668Vita Coco Co Inc/The 4,455213.4K $
669Northfield Bancorp Inc 15,754213.3K $
670General Mills, Inc. 5,730213.3K $
671Zillow Group Inc 5,136212.5K $
672Forum Energy Technologies Inc 3,618212.2K $
673Ulta Beauty Inc 406212.2K $
674Albemarle Corp 1,182212.2K $
675Hallador Energy Co 12,968211.1K $
676LSB Industries Inc 14,154210.9K $
677Smith & Wesson Brands Inc 14,716210.9K $
678J M Smucker Co/The 2,186210.8K $
679Natural Gas Services Group Inc 5,577210.5K $
680Textron Inc 2,400210.1K $
681Deckers Outdoor Corp 2,092209.4K $
682Amneal Pharmaceuticals Inc 16,843209.4K $
683MGM Resorts International 5,652209.2K $
684Sprinklr Inc 34,838209K $
685Innovex International Inc 8,560208.8K $
686Marathon Petroleum Corp 855208.8K $
687Exponent Inc 3,191208.2K $
688Horizon Bancorp Inc/IN 12,552208K $
689Wintrust Financial Corp 1,493207.4K $
690B&G Foods Inc 42,988206.8K $
691Griffon Corp 2,843206.6K $
692NextDecade Corp 26,878205.9K $
693Helix Energy Solutions Group Inc 20,774205.5K $
694Ford Motor Co 17,779205.2K $
695CoStar Group Inc 5,077204.8K $
696Meritage Homes Corp 3,311204.8K $
697Expeditors International of Washington Inc 1,428204.5K $
698Hilton Grand Vacations Inc 5,221204.2K $
699Columbia Banking System Inc 7,431203.8K $
700TPG Inc 5,018203.3K $