Concentric Capital Strategies, LP Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$283.3M

Holdings

150

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (150 positions)

StockValue
ATMPBARCLAYS BANK PLC
$1.1M
FMCFMC CORP
$1.1M
ASOACADEMY SPORTS & OUTDOORS IN
$1.1M
CA8ACACI INTL INC
$1.0M
AZEKAZEK CO INC
$1.0M
RTXRAYTHEON TECHNOLOGIES CORP
$972K
UBERUBER TECHNOLOGIES INC
$928K
MOMENTIVE GLOBAL INC
$908K
ZGZILLOW GROUP INC
$859K
PINSPINTEREST INC
$848K
MTZMASTEC INC
$822K
RKLBROCKET LAB USA INC
$777K
HXLHEXCEL CORP NEW
$776K
SNOWSNOWFLAKE INC
$766K
MSIMOTOROLA SOLUTIONS INC
$745K
BERYEURBERRY GLOBAL GROUP INC
$732K
PWRQUANTA SVCS INC
$724K
AMRALPHA METALLURGICAL RESOUR I
$724K
JBIJANUS INTERNATIONAL GROUP IN
$710K
AIRAAR CORP
$687K
SLVMSYLVAMO CORP
$678K
AXTAAXALTA COATING SYS LTD
$632K
FLSFLOWSERVE CORP
$608K
WABWABTEC
$603K
OLNOLIN CORP
$567K
JBLJABIL INC
$560K
SAICSCIENCE APPLICATIONS INTL CO
$530K
JJACOBS SOLUTIONS INC
$502K
PAYXPAYCHEX INC
$451K
MTUSTIMKENSTEEL CORPORATION
$450K
ZSZSCALER INC
$445K
TG7TRIUMPH GROUP INC NEW
$442K
JCIJOHNSON CTLS INTL PLC
$441K
LIILENNOX INTL INC
$380K
EVBGEUREVERBRIDGE INC
$371K
7SUSUMMIT MATLS INC
$363K
WSOWATSCO INC
$357K
WTHWORTHINGTON INDS INC
$349K
CWCURTISS WRIGHT CORP
$313K
SPYSPDR S&P 500 ETF TR
$303K
ARNC1EURARCONIC CORPORATION
$276K
PAYCPAYCOM SOFTWARE INC
$245K
DIVERSEY HLDGS LTD
$243K
DAYCERIDIAN HCM HLDG INC
$209K
PCTYPAYLOCITY HLDG CORP
$203K
CCOCAMECO CORP
$203K
ZIPZIPRECRUITER INC
$170K
VENATOR MATLS PLC
$158K
SMRNUSCALE PWR CORP
$129K
IZEA WORLDWIDE INC
$48K
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