Factorial Partners, Llc Portfolio Stock Holdings

Factorial Partners, Llc disclosed 60 stock positions valued at approximately $137.8 million in its latest SEC 13F filing. The largest holdings include FEDERATED HERMES INC, ISHARES TR, and TEVA PHARMACEUTICAL INDS LTD. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.

Report Period
March 31, 2026
No. of Stocks
60
Portfolio Value
$137.8M
Holdings by Sector
Factorial Partners, Llc Portfolio Holdings in Q1 2026

58 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
FEDERATED HERMES INCFHIFinancial Services6.31%153,239--$8,690,184
ISHARES TRIJHOther5.24%106,900+35,600+49.93%$7,218,957
TEVA PHARMACEUTICAL INDS LTDTEVAHealthcare5.07%232,000-58,000-20.00%$6,987,840
CHORD ENERGY CORPORATIONCHRDEnergy4.54%44,000-4,700-9.65%$6,255,920
SYNCHRONY FINANCIALSYFFinancial Services4.44%90,000--$6,121,800
TRAVEL PLUS LEISURE COTNLConsumer Cyclical4.37%87,000-500-0.57%$6,019,530
VANGUARD INDEX FDSVTIOther4.19%18,000-250-1.37%$5,774,580
UNITED RENTALS INCURIIndustrials3.86%7,300-1,200-14.12%$5,318,488
GENWORTH FINL INCGNWFinancial Services3.69%627,000+39,000+6.63%$5,091,240
STATE STR SPDR S&P 500 ETF TSPYOther3.40%7,200+7,200+100.00%$4,682,448
CITIZENS FINL GROUP INCCFGFinancial Services2.70%62,000-4,000-6.06%$3,718,140
TRI POINTE HOMES INCTPHConsumer Cyclical2.66%78,500-10,500-11.80%$3,668,305
THE CIGNA GROUPCIHealthcare2.40%12,400+100+0.81%$3,307,700
VIATRIS INCVTRSHealthcare2.33%238,000-27,000-10.19%$3,215,380
AIR LEASE CORPALIndustrials2.21%47,000-44,000-48.35%$3,052,180
WEX INCWEXTechnology2.11%19,000+500+2.70%$2,907,760
SEABOARD CORP DELSEBIndustrials2.01%489-715-59.39%$2,764,816
BREAD FINANCIAL HOLDINGS INCBFHFinancial Services1.90%35,000--$2,621,150
ISHARES TRIJJOther1.82%18,900--$2,504,250
MGM RESORTS INTERNATIONALMGMConsumer Cyclical1.75%65,000-6,000-8.45%$2,405,650
STRATTEC SEC CORPSTRTConsumer Cyclical1.72%30,246--$2,369,472
INGLES MKTS INCIMKTAConsumer Defensive1.63%24,996-3,300-11.66%$2,246,890
IAC INCIACCommunication Services1.61%55,500+7,500+15.63%$2,221,665
INVESCO EXCHANGE TRADED FD TRSPOther1.60%11,500-8,800-43.35%$2,207,080
CSX CORPCSXIndustrials1.46%49,000-16,000-24.62%$2,011,450
TAYLOR MORRISON HOME CORPTMHCConsumer Cyclical1.37%32,500--$1,892,800
ALBERTSONS COS INCACIConsumer Defensive1.24%100,000+5,000+5.26%$1,704,000
GROUP 1 AUTOMOTIVE INCGPIConsumer Cyclical1.17%4,890--$1,616,781
GLOBAL PMTS INCGPNIndustrials1.12%23,000-13,000-36.11%$1,547,900
AMERICAN EXPRESS COAXPFinancial Services1.12%5,100--$1,542,648
CENTENE CORP DELCNCHealthcare1.02%43,000-3,000-6.52%$1,407,820
NOMAD FOODS LTDG6564A105Other0.95%136,575-29,000-17.51%$1,312,486
KRAFT HEINZ COKHCConsumer Defensive0.93%57,000+15,000+35.71%$1,281,930
SOLVENTUM CORPSOLVHealthcare0.81%17,000-15,500-47.69%$1,110,100
AUTONATION INCANConsumer Cyclical0.80%5,650--$1,103,219
HARLEY DAVIDSON INCHOGConsumer Cyclical0.80%54,404+39,000+253.18%$1,100,049
ALLISON TRANSMISSION HLDGS IALSNConsumer Cyclical0.79%9,300--$1,088,658
VANGUARD SCOTTSDALE FDSVCSHOther0.69%12,000-11,500-48.94%$951,240
DINE BRANDS GLOBAL INCDINConsumer Cyclical0.69%36,016-45,400-55.76%$945,060
ASBURY AUTOMOTIVE GROUP INCABGConsumer Cyclical0.57%4,000--$781,640
NORFOLK SOUTHN CORPNSCIndustrials0.54%2,570-700-21.41%$737,590
CORPAY INCCPAYTechnology0.51%2,400-100-4.00%$698,376
MACYS INCMConsumer Cyclical0.50%38,000-24,000-38.71%$687,420
UNITEDHEALTH GROUP INCUNHHealthcare0.43%2,200+400+22.22%$595,298
CENTURY COMMUNITIES INCCCSReal Estate0.42%10,071-300-2.89%$577,874
CANNAE HLDGS INCCNNEConsumer Cyclical0.41%49,477-6,000-10.82%$562,553
S&P GLOBAL INCSPGIFinancial Services0.40%1,300-4,200-76.36%$552,942
VANGUARD ADMIRAL FDS INCIVOVOther0.38%5,200--$530,140
CAPITAL ONE FINL CORPCOFFinancial Services0.36%2,755-200-6.77%$502,595
PROGRESSIVE CORPPGRFinancial Services0.29%2,000--$396,480
CVS HEALTH CORPCVSHealthcare0.26%5,000--$359,100
BOYD GAMING CORPBYDConsumer Cyclical0.24%4,000--$328,720
LGI HOMES INCLGIHConsumer Cyclical0.20%7,000+200+2.94%$276,710
LITHIA MTRS INCLADConsumer Cyclical0.20%1,080--$269,698
LEGACY HOUSING CORPLEGHConsumer Cyclical0.18%12,000--$245,160
AUTOZONE INCAZOConsumer Cyclical0.17%70--$236,445
BRIDGFORD FOODS CORPBRIDConsumer Defensive0.14%25,017--$186,377
B & G FOODS INCBGSConsumer Defensive0.07%21,099--$101,486