Holdings of Invenomic Capital Management LP
131 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 29.1 % of the equity sleeve
Sector breakdown
- Technology 8.7 %
- Financials 3.2 %
- Materials 2.3 %
- Communication 1.9 %
- Energy 1.5 %
- Health care 1.1 %
- Industrials 0.3 %
- Real estate 0.3 %
- Unattributed 80.7 %
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 99.8 %
- GB 0.2 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 130 | 1.9B $ | 99.83 % |
| 2 | GB | 1 | 3.1M $ | 0.17 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | 8x8 Inc | 1,921,175 | 3.2M $ | |
| 102 | Endava PLC | 710,345 | 3.1M $ | |
| 103 | Viant Technology Inc | 276,890 | 3.1M $ | |
| 104 | Visteon Corp | 31,278 | 2.8M $ | |
| 105 | BellRing Brands Inc | 175,335 | 2.8M $ | |
| 106 | Tyler Technologies Inc | 7,988 | 2.7M $ | |
| 107 | Comcast Corp | 87,510 | 2.5M $ | |
| 108 | Getty Images Holdings Inc | 3,061,194 | 2.4M $ | |
| 109 | Gentex Corp | 108,966 | 2.4M $ | |
| 110 | Vornado Realty Trust | 91,102 | 2.4M $ | |
| 111 | QuantumScape Corp | 362,355 | 2.3M $ | |
| 112 | Resources Connection Inc | 607,815 | 2.3M $ | |
| 113 | J Jill Inc | 194,318 | 2.2M $ | |
| 114 | Hurco Cos Inc | 116,728 | 1.7M $ | |
| 115 | TrueBlue Inc | 409,436 | 1.6M $ | |
| 116 | OptimizeRx Corp | 229,370 | 1.4M $ | |
| 117 | Coty Inc | 714,212 | 1.4M $ | |
| 118 | Unifi Inc | 400,847 | 1.4M $ | |
| 119 | KinderCare Learning Cos Inc | 583,486 | 1.3M $ | |
| 120 | QuidelOrtho Corp | 76,267 | 1.3M $ | |
| 121 | Jack in the Box Inc | 125,915 | 1.2M $ | |
| 122 | Alight Inc | 2,022,863 | 1.2M $ | |
| 123 | RE/MAX Holdings Inc | 195,990 | 1.1M $ | |
| 124 | American Vanguard Corp | 416,840 | 1M $ | |
| 125 | Sleep Number Corp | 449,934 | 807.6K $ | |
| 126 | GrafTech International Ltd | 99,312 | 673.3K $ | |
| 127 | State Street SPDR S&P MidCap 400 ETF Trust | 797 | 491.6K $ | |
| 128 | LEXARIA BIOSCIENCE CORP | 442,301 | 345K $ | |
| 129 | PURPLE INNOVATION INC | 500,000 | 330.6K $ | |
| 130 | DBX ETF Trust | 7,388 | 241.1K $ | |
| 131 | Pacer US Small Cap Cash Cows E | 4,822 | 216.4K $ |