Institutions / LRT Capital Management, LLC

LRT Capital Management, LLC

CIK 1798923 · Institution · as of Dec 31, 2025
Portfolio value
$116.73M
Positions
86
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 86 →
CompanyClassValueShares% of portfolio
StoneX Group Inc.$3.90M41,0393.3%
Toronto Dominion Bk Ont$3.88M41,2243.3%
Toro Co$3.27M41,5502.8%
Chemed Corp$3.24M7,5742.8%
Alphabet Inc.$3.22M10,2802.8%
Asbury Automotive Group Inc$3.17M13,6132.7%
Simpson Manufacturing Co., Inc.$3.16M19,5922.7%
Ferrovial SE$3.08M47,6522.6%
First Citizens Bancshares Inc /De$2.71M1,2612.3%
Colliers Intl Group Inc$2.66M18,1242.3%
Rli Corp$2.63M41,0882.3%
Petroleo Brasileiro SA Petro$2.56M227,1062.2%
Crown Castle Inc$2.52M28,3472.2%
Charter Communications, Inc.$2.47M11,8112.1%
Fabrinet$2.26M4,9631.9%
Atmos Energy Corp$2.21M13,1971.9%
Group 1 Automotive, Inc.$2.19M5,5671.9%
Darden Restaurants Inc$2.14M11,6361.8%
IES Holdings, Inc.$2.13M5,4811.8%
LPL Financial Holdings Inc.$2.12M5,9401.8%
ConocoPhillips$2.08M22,2721.8%
Unitedhealth Group Inc$1.89M5,7121.6%
Canadian Imperial Bank of Commerce /Can$1.76M19,4671.5%
Saia Inc$1.69M5,1711.4%
Franco Nev Corp$1.68M8,1181.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.