Invenomic Capital Management as of June 30, 2022
Portfolio Holdings for Invenomic Capital Management
Invenomic Capital Management holds 145 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 12.7 | $179M | 475k | 377.25 | |
At&t Call Option (T) | 5.1 | $72M | 3.4M | 20.96 | |
Universal Hlth Svcs CL B (UHS) | 2.9 | $41M | 409k | 100.71 | |
Comcast Corp Cl A (CMCSA) | 2.5 | $35M | 899k | 39.24 | |
Dropbox Cl A (DBX) | 2.2 | $31M | 1.5M | 20.99 | |
Warner Bros Discovery Com Ser A (WBD) | 1.9 | $27M | 2.0M | 13.42 | |
Civitas Resources Com New (CIVI) | 1.9 | $27M | 513k | 52.29 | |
Spdr Gold Tr Gold Shs Call Option (GLD) | 1.9 | $26M | 155k | 168.46 | |
Meta Platforms Cl A (META) | 1.8 | $26M | 161k | 161.25 | |
Lyft Cl A Com (LYFT) | 1.8 | $25M | 1.9M | 13.28 | |
Crescent Point Energy Trust | 1.6 | $23M | 3.2M | 7.12 | |
Flex Ord (FLEX) | 1.6 | $22M | 1.5M | 14.47 | |
Poshmark Com Cl A | 1.5 | $21M | 2.1M | 10.11 | |
Popular Com New (BPOP) | 1.4 | $20M | 261k | 76.93 | |
World Fuel Services Corporation (WKC) | 1.4 | $20M | 967k | 20.46 | |
Cabot Corporation (CBT) | 1.3 | $19M | 290k | 63.79 | |
Cardinal Health (CAH) | 1.3 | $18M | 343k | 52.27 | |
Belden (BDC) | 1.2 | $18M | 330k | 53.27 | |
Kinross Gold Corp (KGC) | 1.2 | $17M | 4.8M | 3.58 | |
Ironsource Cl A Ord Shs | 1.2 | $17M | 7.2M | 2.38 | |
eBay (EBAY) | 1.2 | $17M | 413k | 41.67 | |
Reinsurance Grp Of America I Com New (RGA) | 1.1 | $16M | 136k | 117.29 | |
B2gold Corp (BTG) | 1.1 | $15M | 4.6M | 3.39 | |
Vmware Cl A Com | 1.1 | $15M | 134k | 113.98 | |
Sanmina (SANM) | 1.1 | $15M | 371k | 40.73 | |
Uber Technologies (UBER) | 1.1 | $15M | 734k | 20.46 | |
Heidrick & Struggles International (HSII) | 1.1 | $15M | 460k | 32.36 | |
Inogen (INGN) | 1.0 | $15M | 607k | 24.18 | |
Levi Strauss & Co Cl A Com Stk (LEVI) | 1.0 | $14M | 828k | 16.32 | |
Hireright Holdings Corporati (HRT) | 1.0 | $13M | 945k | 14.21 | |
Liberty Latin America Com Cl C (LILAK) | 0.9 | $13M | 1.7M | 7.79 | |
Stride (LRN) | 0.9 | $13M | 318k | 40.79 | |
Nuvei Corporation Sub Vtg Shs (NVEI) | 0.9 | $13M | 355k | 36.17 | |
Adtalem Global Ed (ATGE) | 0.9 | $13M | 353k | 35.97 | |
Jack in the Box (JACK) | 0.9 | $13M | 226k | 56.06 | |
Rover Group Com Cl A | 0.9 | $13M | 3.4M | 3.76 | |
Celestica Sub Vtg Shs | 0.9 | $12M | 1.3M | 9.72 | |
Frontdoor (FTDR) | 0.8 | $12M | 482k | 24.08 | |
Orion Engineered Carbons (OEC) | 0.8 | $12M | 738k | 15.53 | |
Ingredion Incorporated (INGR) | 0.8 | $11M | 127k | 88.16 | |
Pvh Corporation (PVH) | 0.8 | $11M | 196k | 56.90 | |
Fiserv (FI) | 0.8 | $11M | 125k | 88.97 | |
Encana Corporation (OVV) | 0.8 | $11M | 249k | 44.19 | |
Cigna Corp (CI) | 0.7 | $11M | 40k | 263.52 | |
Cisco Systems (CSCO) | 0.7 | $11M | 246k | 42.64 | |
Children's Place Retail Stores (PLCE) | 0.7 | $10M | 263k | 38.92 | |
Owens Corning (OC) | 0.7 | $9.8M | 132k | 74.31 | |
Axalta Coating Sys (AXTA) | 0.7 | $9.5M | 431k | 22.11 | |
Stanley Black & Decker (SWK) | 0.7 | $9.3M | 89k | 104.86 | |
Bausch Plus Lomb Corp Common Shares (BLCO) | 0.6 | $9.1M | 597k | 15.24 | |
Immersion Corporation (IMMR) | 0.6 | $8.9M | 1.7M | 5.34 | |
Nomad Foods Usd Ord Shs (NOMD) | 0.6 | $8.4M | 418k | 19.99 | |
Teradata Corporation (TDC) | 0.6 | $8.2M | 221k | 37.01 | |
Laredo Petroleum (VTLE) | 0.6 | $7.9M | 115k | 68.94 | |
Acv Auctions Com Cl A (ACVA) | 0.5 | $7.7M | 1.2M | 6.54 | |
salesforce (CRM) | 0.5 | $7.6M | 46k | 165.04 | |
Xperi Holding Corp | 0.5 | $7.6M | 524k | 14.43 | |
Corecivic (CXW) | 0.5 | $7.3M | 653k | 11.11 | |
Deckers Outdoor Corporation (DECK) | 0.5 | $7.2M | 28k | 255.33 | |
Mistras (MG) | 0.5 | $7.2M | 1.2M | 5.94 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.5 | $7.2M | 261k | 27.38 | |
Hanesbrands (HBI) | 0.5 | $7.0M | 682k | 10.29 | |
Lear Corp Com New (LEA) | 0.5 | $6.8M | 54k | 125.88 | |
ABM Industries (ABM) | 0.5 | $6.5M | 149k | 43.42 | |
H&R Block (HRB) | 0.5 | $6.4M | 182k | 35.32 | |
TrueBlue (TBI) | 0.4 | $6.2M | 348k | 17.90 | |
Snap Cl A (SNAP) | 0.4 | $6.1M | 465k | 13.13 | |
Dermtech Ord ord (DMTKQ) | 0.4 | $5.9M | 1.1M | 5.54 | |
Intel Corporation (INTC) | 0.4 | $5.7M | 154k | 37.41 | |
Silvercrest Asset Mgmt Group Cl A (SAMG) | 0.4 | $5.6M | 344k | 16.41 | |
Molson Coors Beverage CL B (TAP) | 0.4 | $5.6M | 103k | 54.51 | |
IPG Photonics Corporation (IPGP) | 0.4 | $5.6M | 59k | 94.13 | |
On24 (ONTF) | 0.4 | $5.6M | 587k | 9.49 | |
Lazard Shs A | 0.4 | $5.6M | 171k | 32.41 | |
Koppers Holdings (KOP) | 0.4 | $5.4M | 238k | 22.64 | |
Sandridge Energy Com New (SD) | 0.4 | $5.3M | 338k | 15.67 | |
3M Company (MMM) | 0.4 | $5.3M | 41k | 129.41 | |
Viant Technology Com Cl A (DSP) | 0.4 | $5.0M | 991k | 5.08 | |
Medifast (MED) | 0.4 | $5.0M | 28k | 180.52 | |
Tronox Holdings SHS (TROX) | 0.3 | $4.9M | 290k | 16.80 | |
Ferroglobe SHS (GSM) | 0.3 | $4.8M | 807k | 5.94 | |
Caesarstone Ord Shs (CSTE) | 0.3 | $4.6M | 503k | 9.13 | |
Nlight (LASR) | 0.3 | $4.6M | 448k | 10.22 | |
Miller Inds Inc Tenn Com New (MLR) | 0.3 | $4.5M | 199k | 22.67 | |
Sensata Technologies Hldg Pl SHS (ST) | 0.3 | $4.5M | 109k | 41.31 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $4.4M | 2.0k | 2179.32 | |
Airbnb Com Cl A (ABNB) | 0.3 | $4.2M | 47k | 89.09 | |
Overstock (BYON) | 0.3 | $4.0M | 160k | 25.01 | |
Hamilton Beach Brands Hldg C Com Cl A (HBB) | 0.3 | $3.9M | 313k | 12.41 | |
Brinker International (EAT) | 0.3 | $3.9M | 176k | 22.03 | |
Casa Systems | 0.3 | $3.9M | 982k | 3.93 | |
Vita Coco Co Inc/the (COCO) | 0.3 | $3.8M | 388k | 9.79 | |
Holley (HLLY) | 0.3 | $3.8M | 362k | 10.50 | |
Seneca Foods Corp Cl A (SENEA) | 0.3 | $3.7M | 66k | 55.54 | |
Orthofix Medical (OFIX) | 0.3 | $3.6M | 153k | 23.54 | |
Bowlero Corp Cl A Com (BOWL) | 0.3 | $3.6M | 337k | 10.59 | |
Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.2 | $3.4M | 225k | 15.26 | |
Truecar (TRUE) | 0.2 | $3.4M | 1.3M | 2.59 | |
Johnson Outdoors Cl A (JOUT) | 0.2 | $3.3M | 54k | 61.16 | |
Anika Therapeutics (ANIK) | 0.2 | $3.2M | 144k | 22.32 | |
Emcor (EME) | 0.2 | $3.2M | 31k | 102.96 | |
Oshkosh Corporation (OSK) | 0.2 | $3.2M | 39k | 82.14 | |
Travelzoo Com New (TZOO) | 0.2 | $3.1M | 504k | 6.06 | |
Radiant Logistics (RLGT) | 0.2 | $3.0M | 409k | 7.42 | |
First Bancorp P R Com New (FBP) | 0.2 | $3.0M | 233k | 12.91 | |
Wix SHS (WIX) | 0.2 | $2.9M | 44k | 65.54 | |
Wm Technology (MAPS) | 0.2 | $2.8M | 854k | 3.29 | |
Scotts Miracle-gro Cl A (SMG) | 0.2 | $2.8M | 35k | 78.98 | |
Vishay Intertechnology (VSH) | 0.2 | $2.7M | 154k | 17.82 | |
J Global (ZD) | 0.2 | $2.7M | 36k | 74.54 | |
Comtech Telecommunications C Com New (CMTL) | 0.2 | $2.6M | 289k | 9.07 | |
Regal-beloit Corporation (RRX) | 0.2 | $2.4M | 21k | 113.51 | |
Diamond Hill Invt Group Com New (DHIL) | 0.2 | $2.4M | 14k | 173.60 | |
Century Communities (CCS) | 0.2 | $2.4M | 52k | 44.98 | |
CIRCOR International | 0.2 | $2.3M | 139k | 16.39 | |
Cognyte Software Ord Shs (CGNT) | 0.2 | $2.3M | 535k | 4.25 | |
Playags (AGS) | 0.2 | $2.2M | 433k | 5.16 | |
Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.2 | $2.2M | 70k | 32.00 | |
Tapestry (TPR) | 0.2 | $2.2M | 72k | 30.52 | |
Ingevity (NGVT) | 0.1 | $2.0M | 32k | 63.15 | |
Nathan's Famous (NATH) | 0.1 | $2.0M | 33k | 58.58 | |
Preformed Line Products Company (PLPC) | 0.1 | $1.9M | 32k | 61.50 | |
Acuityads Hldgs | 0.1 | $1.9M | 809k | 2.35 | |
Strattec Security (STRT) | 0.1 | $1.4M | 42k | 33.16 | |
Cass Information Systems (CASS) | 0.1 | $1.4M | 41k | 33.81 | |
Red Robin Gourmet Burgers (RRGB) | 0.1 | $1.4M | 172k | 8.03 | |
Hurco Companies (HURC) | 0.1 | $1.3M | 54k | 24.75 | |
Goldman Sachs Mlp Energy Renai Com cef | 0.1 | $1.3M | 120k | 11.14 | |
Cedar Fair Depositry Unit | 0.1 | $1.3M | 30k | 43.90 | |
Sonos (SONO) | 0.1 | $1.2M | 67k | 18.04 | |
Phx Minerals Cl A (PHX) | 0.1 | $1.1M | 366k | 3.04 | |
Lexaria Bioscience Corp Com New (LEXX) | 0.1 | $1.1M | 365k | 2.98 | |
Civeo Corp Cda Com New (CVEO) | 0.1 | $1.1M | 42k | 25.88 | |
Pinterest Cl A (PINS) | 0.1 | $1.0M | 57k | 18.17 | |
Fonar Corp Com New (FONR) | 0.1 | $1.0M | 66k | 15.18 | |
Manchester Utd Ord Cl A (MANU) | 0.1 | $945k | 85k | 11.12 | |
Cricut Com Cl A (CRCT) | 0.1 | $796k | 130k | 6.14 | |
Hyrecar (HYREQ) | 0.0 | $588k | 964k | 0.61 | |
Orion Marine (ORN) | 0.0 | $542k | 238k | 2.28 | |
Gold Std Ventures | 0.0 | $464k | 1.5M | 0.31 | |
Psychemedics Corp Com New (PMD) | 0.0 | $276k | 44k | 6.34 | |
Powerfleet (AIOT) | 0.0 | $232k | 107k | 2.17 | |
Sculptor Cap Mgmt Com Cl A | 0.0 | $167k | 20k | 8.34 | |
NN (NNBR) | 0.0 | $50k | 20k | 2.52 | |
Sonder Holdings *w Exp 01/31/202 (SONDW) | 0.0 | $40k | 250k | 0.16 |