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SCIENCAST MANAGEMENT LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Southern CompanySO41.43K$3.97M
The GEO Group, Inc.GEO41.67K$1.23M
The Mosaic CompanyMOS42.01K$890.28K
ON Semiconductor CorporationON42.08K$3.98M
Valley National BancorpVLY42.72K$625.77K
The Charles Schwab CorporationSCHW43.47K$4.01M
Viavi Solutions Inc.VIAV44.63K$2.13M
The Bank of Nova ScotiaBNS45.01K$3.91M
Newmont CorporationNEM45.14K$4.22M
Match Group, Inc.MTCH45.17K$1.72M
Verizon Communications Inc.VZ46.51K$1.97M
O'Reilly Automotive, Inc.ORLY46.55K$4.29M
Etsy, Inc.ETSY47.53K$3.58M
Sysco CorporationSYY47.56K$3.98M
News CorporationNWSA47.77K$1.19M
Nu Holdings Ltd.NU48.37K$646.24K
Public Service Enterprise Group IncorporatedPEG48.85K$3.96M
Alliant Energy CorporationLNT51.29K$3.91M
Wells Fargo & CompanyWFC51.53K$4.26M
Tempus AI, Inc.TEM51.53K$2.99M