SOVIERO ASSET MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TREX | 46K | $2.38M |
 | VAL | 44K | $2.15M |
 | ACLS | 31K | $3.03M |
 | WDC | 31K | $3.72M |
 | ANF | 30K | $2.57M |
 | AMZN | 21K | $4.61M |
 | FLEX | 20K | $1.16M |
 | MU | 16K | $2.68M |
 | AMD | 15K | $2.43M |
 | ELF | 15K | $1.99M |
 | HON | 14K | $2.84M |
 | LHX | 13K | $3.97M |
Trex Company, Inc.
TREX
Shares Held
46K
Value
$2.38M
Valaris Limited
VAL
Shares Held
44K
Value
$2.15M
Axcelis Technologies, Inc.
ACLS
Shares Held
31K
Value
$3.03M
Western Digital Corporation
WDC
Shares Held
31K
Value
$3.72M
Abercrombie & Fitch Co.
ANF
Shares Held
30K
Value
$2.57M
Amazon.com, Inc.
AMZN
Shares Held
21K
Value
$4.61M
Flex Ltd.
FLEX
Shares Held
20K
Value
$1.16M
Micron Technology, Inc.
MU
Shares Held
16K
Value
$2.68M
Advanced Micro Devices, Inc.
AMD
Shares Held
15K
Value
$2.43M
e.l.f. Beauty, Inc.
ELF
Shares Held
15K
Value
$1.99M
Honeywell International Inc.
HON
Shares Held
14K
Value
$2.84M
L3Harris Technologies, Inc.
LHX
Shares Held
13K
Value
$3.97M