AXQ CAPITAL, LP Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$249.4M

Holdings

477

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (477 positions)

StockValue
HALHALLIBURTON CO
$299K
T7DTRANSDIGM GROUP INC
$297K
HIGHARTFORD INSURANCE GROUP INC
$296K
WMBWILLIAMS COS INC
$295K
WENWENDYS CO
$293K
FASTFASTENAL CO
$293K
ESNTESSENT GROUP LTD
$292K
EWBCEAST WEST BANCORP INC
$292K
CFCF INDS HLDGS INC
$291K
CUCAAVIS BUDGET GROUP
$291K
AUBATLANTIC UN BANKSHARES CORP
$290K
HLNEHAMILTON LANE INC
$289K
SIGISELECTIVE INS GROUP INC
$288K
NOGNORTHERN OIL & GAS INC
$287K
ORCLORACLE CORP
$285K
SNASNAP ON INC
$284K
NEUNEWMARKET CORP
$282K
LNCLINCOLN NATL CORP IND
$279K
MORNMORNINGSTAR INC
$279K
SWXSOUTHWEST GAS HLDGS INC
$278K
EBAEBAY INC.
$275K
RKTROCKET COS INC
$274K
AMWDAMERICAN WOODMARK CORPORATIO
$273K
UWMCUWM HOLDINGS CORPORATION
$273K
WLYWILEY JOHN & SONS INC
$273K
FELEFRANKLIN ELEC INC
$269K
SLABSILICON LABORATORIES INC
$267K
PLABPHOTRONICS INC
$266K
WGOWINNEBAGO INDS INC
$266K
BHVNBIOHAVEN LTD
$265K
KEYKEYCORP
$265K
WNCWABASH NATL CORP
$264K
HSICHENRY SCHEIN INC
$263K
CWENCLEARWAY ENERGY INC
$262K
JNJJOHNSON & JOHNSON
$261K
GTESGATES INDL CORP PLC
$260K
RSRELIANCE INC
$260K
KVUEKENVUE INC
$259K
RHRH
$257K
KWKENNEDY-WILSON HOLDINGS INC
$257K
GATXGATX CORP
$255K
TERTERADYNE INC
$251K
GOGOGOGO INC
$249K
CNCCENTENE CORP DEL
$247K
TTMITTM TECHNOLOGIES INC
$246K
HNMORMAT TECHNOLOGIES INC
$245K
GLOBGLOBANT S A
$244K
CCLCARNIVAL CORP
$243K
HASHASBRO INC
$243K
OSGAMBAC FINL GROUP INC
$243K
HOPEHOPE BANCORP INC
$242K
EXPDEXPEDITORS INTL WASH INC
$242K
TSAACI WORLDWIDE INC
$240K
FLOFLOWERS FOODS INC
$240K
TEXTEREX CORP NEW
$237K
NETCLOUDFLARE INC
$237K
CPBTHE CAMPBELLS COMPANY
$236K
GRNDGRINDR INC
$235K
TALOTALOS ENERGY INC
$234K
FCXFREEPORT-MCMORAN INC
$234K
DHRB & G FOODS INC NEW
$232K
XRXXEROX HOLDINGS CORP
$231K
ARESARES MANAGEMENT CORPORATION
$231K
XOMEXXON MOBIL CORP
$231K
PORPORTLAND GEN ELEC CO
$230K
CRCRANE COMPANY
$229K
FIXCOMFORT SYS USA INC
$229K
GNKGENCO SHIPPING & TRADING LTD
$229K
MASMASCO CORP
$228K
PAHCPHIBRO ANIMAL HEALTH CORP
$227K
MKTXMARKETAXESS HLDGS INC
$225K
KDPKEURIG DR PEPPER INC
$220K
VMIVALMONT INDS INC
$220K
NGVTINGEVITY CORP
$219K
CALYTOPGOLF CALLAWAY BRANDS CORP
$219K
MGNIMAGNITE INC
$218K
EPACENERPAC TOOL GROUP CORP
$218K
ODP1THE ODP CORP
$217K
DNBDUN & BRADSTREET HLDGS INC
$215K
DECKDECKERS OUTDOOR CORP
$214K
BFHBREAD FINANCIAL HOLDINGS INC
$213K
NXSTNEXSTAR MEDIA GROUP INC
$213K
HUBBHUBBELL INC
$208K
HEIHEICO CORP NEW
$207K
CRVLCORVEL CORP
$207K
NOCNORTHROP GRUMMAN CORP
$207K
PLTKPLAYTIKA HLDG CORP
$206K
ALITALIGHT INC
$206K
LF2PACIFIC PREMIER BANCORP
$206K
JBLJABIL INC
$205K
BKUBANKUNITED INC
$205K
SONOSONOS INC
$204K
REYNREYNOLDS CONSUMER PRODS INC
$203K
GVAGRANITE CONSTR INC
$202K
UTHUNITED THERAPEUTICS CORP DEL
$201K
TXNMTXNM ENERGY INC
$201K
DORMDORMAN PRODS INC
$200K
PCTYPAYLOCITY HLDG CORP
$200K
NMIHNMI HLDGS INC
$200K
OI*O-I GLASS INC
$200K
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