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Counterpoint Mutual Funds LLC

All holdings · as of Dec 31, 2025

339 positions

CompanyClassValueShares% of portfolio
MICRON TECHNOLOGY INC$2.87M10,0590.2%
Axogen, Inc.$2.87M87,5800.2%
BARRICK MNG CORP$2.87M65,7950.2%
ANGLOGOLD ASHANTI PLC$2.86M33,5600.2%
Viatris Inc$2.85M228,9960.2%
TOWER SEMICONDUCTOR LTD$2.85M24,2670.2%
NORTHERN LTS FD TR III$2.61M120,2000.2%
ProPetro Holding Corp.$836.1K87,9190.1%
XPLR Infrastructure, LPXIFRCommon Stock$835.1K83,5110.1%
Magnera Corp$823.8K54,4100.1%
United Natural Foods, Inc.$817.4K24,2760.1%
ROBLOX Corp$814.9K10,0570.1%
INSIGHT ENTERPRISES INC$814.9K10,0020.1%
INSPERITY, INC.$811.9K20,9690.1%
NAVIOS MARITIME PARTNERS L P$810.3K15,4540.1%
NRG Energy Inc$809.7K5,0850.1%
General Motors Co$808.4K9,9410.1%
Teladoc Health, Inc.$808.2K115,4520.1%
LAS VEGAS SANDS CORP$808.0K12,4140.1%
Sprout Social, Inc.$802.1K71,1700.1%
TALOS ENERGY INC.$800.4K72,6350.1%
Sonos Inc$797.9K45,4370.1%
Acadia Healthcare Company, Inc.$787.8K55,5210.1%
KOHLS Corp$787.0K38,5590.1%
USA Rare Earth, Inc.USARCommon Stock$783.8K65,8630.1%
URBAN OUTFITTERS INC$779.1K10,3520.1%
TRONOX HOLDINGS PLC$776.5K186,2150.1%
Ibotta, Inc.IBTACommon Stock$587.4K25,8420.0%
TaskUs, Inc.$571.8K48,4980.0%
AVANOS MEDICAL, INC.$540.0K48,0830.0%
Six Flags Entertainment Corporation/NEW$516.1K33,6420.0%
Dave & Buster's Entertainment, Inc.$514.1K31,7180.0%
Real Brokerage Inc$514.1K140,8510.0%
PRA Group Inc$511.9K28,9370.0%
STRATASYS LTD$510.8K58,8520.0%
NATIONAL ENERGY SERVICES REU$509.7K32,5490.0%
Green Plains Inc.$509.6K52,0030.0%
Nabors Industries Ltd.$509.4K9,3820.0%
SUPER GROUP SGHC LIMITED$509.2K42,6120.0%
CMB.TECH NV$509.2K52,7640.0%
DHT HOLDINGS INC$508.9K41,6790.0%
Primoris Services Corp$508.5K4,0960.0%
ADIENT PLC$508.4K26,5200.0%
Macy's, Inc.$508.1K23,0410.0%
WARRIOR MET COAL, INC.$507.9K5,7610.0%
McGraw Hill, Inc.MHCommon Stock$507.7K30,7710.0%
CLEVELAND-CLIFFS INC.$507.6K38,2260.0%
FRONTLINE PLC$507.5K23,2590.0%
Monday.Com Ltd$507.3K3,4380.0%
Capri Holdings Ltd$507.0K20,7790.0%
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