Counterpoint Mutual Funds LLC Q2 2023 Filing

Filed July 13, 2023

Portfolio Value

$108.0B

Holdings

287

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (287 positions)

#StockSharesValue% PortfolioType
1
BKLNInvesco Senior Loan ETF
1,564,449$32.9M0.03%
2
USHYiShares Broad USD High Yield Corporate Bond ETF
475,657$16.8M0.02%
3
HYDVanEck High Yield Muni ETF
293,961$15.1M0.01%
4
JNKSPDR Bloomberg High Yield Bond ETF
25,405$2.3M0.00%
5
HYGiShares iBoxx High Yield Corporate Bond ETF
31,102$2.3M0.00%
6
OPENOpendoor Technologies Inc.
74,488$299K0.00%
7
TDSTelephone and Data Systems Inc.
33,494$275K0.00%
8
JWNUSDNordstrom Inc.
13,253$271K0.00%
9
HOUSAnywhere Real Estate Inc.
39,663$264K0.00%
10
JELDJELD-WEN Holding Inc.
15,018$263K0.00%
11
RAMPLiveRamp Holdings Inc.
9,177$262K0.00%
12
ECLEcolab Inc.
1,384$258K0.00%
13
RIGTransocean Ltd.
36,253$254K0.00%
14
EXTRExtreme Networks Inc.
9,723$253K0.00%
15
NUNU Holdings Ltd./Cayman Islands
32,007$252K0.00%
16
PACBPacific Biosciences of California Inc.
18,739$249K0.00%
17
GAPGap Inc. (The)
27,878$248K0.00%
18
DKNGDraftKings Inc.
9,321$247K0.00%
19
GSLGlobal Ship Lease Inc.
12,682$246K0.00%
20
CSTMConstellium S.E.
14,298$245K0.00%
21
UWMCUWM Holdings Corporation
43,447$243K0.00%
22
GPROGoPro Inc.
58,473$242K0.00%
23
KSSKohl's Corporation
10,527$242K0.00%
24
VRTVertiv Holdings Company
9,756$241K0.00%
25
CSIQCanadian Solar Inc.
6,247$241K0.00%
26
CARGCargurus Inc.
10,489$237K0.00%
27
CNKCinemark Holdings Inc.
14,303$236K0.00%
28
PLTKPlaytika Holding Corporation
20,218$234K0.00%
29
COSCNO Financial Group Inc.
9,772$231K0.00%
30
RNGRingCentral Inc.
7,066$231K0.00%
31
KDKyndryl Holdings Inc.
17,386$230K0.00%
32
LZLegalzoom.com Inc.
19,050$230K0.00%
33
AESIAtlas Energy Solutions Inc.
13,176$228K0.00%
34
APPAppLovin Corporation
8,867$228K0.00%
35
GNWGenworth Financial Inc.
45,713$228K0.00%
36
LPROOpen Lending Corporation
21,642$227K0.00%
37
VERXVertex Inc.
11,670$227K0.00%
38
KELYAKelly Services Inc.
12,919$227K0.00%
39
VSCOVictoria's Secret & Company
12,964$225K0.00%
40
ANFAbercrombie & Fitch Company
5,968$224K0.00%
41
MTWManitowoc Company Inc. (The)
11,890$223K0.00%
42
THCTenet Healthcare Corporation
2,746$223K0.00%
43
GTGoodyear Tire & Rubber Company (The)
16,288$222K0.00%
44
WIXWix.com Ltd.
2,828$221K0.00%
45
0OIASolarWinds Corporation
21,273$218K0.00%
46
CRCCalifornia Resources Corporation
4,815$218K0.00%
47
ACCDEURAccolade Inc.
16,212$218K0.00%
48
STNEStoneCompany Ltd.
17,135$218K0.00%
49
DENNDenny's Corporation
17,515$215K0.00%
50
SATSEchoStar Corporation
12,376$214K0.00%
51
OSCROscar Health Inc.
26,334$212K0.00%
52
OECOrion S.A.
9,750$206K0.00%
53
ATENA10 Networks Inc.
13,761$200K0.00%
54
W3UWestern Union Company (The)
16,090$188K0.00%
55
OVEROverstock.com Inc.
5,530$180K0.00%
56
BZHBeazer Homes USA Inc.
5,415$153K0.00%
57
WEAVWeave Communications Inc.
13,716$152K0.00%
58
CCLCarnival Corporation
7,648$144K0.00%
59
ARLOArlo Technologies Inc.
13,215$144K0.00%
60
TDWTidewater Inc.
2,578$142K0.00%
61
OPTUAltice USA Inc.
46,958$141K0.00%
62
PFGCPerformance Food Group Company
2,262$136K0.00%
63
FIVNFive9 Inc.
1,639$135K0.00%
64
CMPRCimpress plc
2,286$135K0.00%
65
HANHawaiian Holdings Inc.
12,528$134K0.00%
66
PARRPar Pacific Holdings Inc.
5,060$134K0.00%
67
CAMTCamtek Ltd.
3,780$134K0.00%
68
TRWHEURBally's Corporation
8,549$133K0.00%
69
ACLSAxcelis Technologies Inc.
726$133K0.00%
70
FDXFedEx Corporation
533$132K0.00%
71
PLABPhotronics Inc.
5,092$131K0.00%
72
FTITechnipFMC plc
7,870$130K0.00%
73
ESMTUSDEngageSmart Inc.
6,861$130K0.00%
74
EXPIeXp World Holdings Inc.
6,434$130K0.00%
75
PAGPPlains GP Holdings L.P.
8,800$130K0.00%
76
MTTR*Matterport Inc.
41,495$130K0.00%
77
TGLSTecnoglass Inc.
2,527$130K0.00%
78
RXSTRxSight Inc.
4,543$130K0.00%
79
TEXTerex Corporation
2,158$129K0.00%
80
BHFBrighthouse Financial Inc.
2,741$129K0.00%
81
LBRTLiberty Oilfield Services Inc.
9,699$129K0.00%
82
MGNIMagnite Inc.
9,384$128K0.00%
83
CTLPCantaloupe Inc.
16,124$128K0.00%
84
PRUPrudential Financial Inc.
1,453$128K0.00%
85
HLFHerbalife Ltd.
9,679$128K0.00%
86
TOSTToast Inc.
5,695$128K0.00%
87
VISNCommScope Holding Company Inc.
22,880$128K0.00%
88
BROBrown & Brown Inc.
1,864$128K0.00%
89
NMMNavios Maritime Partners L.P.
5,869$128K0.00%
90
PBIPitney Bowes Inc.
36,346$128K0.00%
91
JXNJackson Financial Inc.
4,205$128K0.00%
92
MODModine Manufacturing Company
3,890$128K0.00%
93
UNMUnum Group
2,676$127K0.00%
94
AGOAssured Guaranty Ltd.
2,291$127K0.00%
95
LNCLincoln National Corporation
4,936$127K0.00%
96
XRXXerox Holdings Corporation
8,549$127K0.00%
97
AONAon plc
370$127K0.00%
98
DISHDISH Network Corporation
19,299$127K0.00%
99
NMIHNMI Holdings Inc.
4,943$127K0.00%
100
MTGMGIC Investment Corporation
8,103$127K0.00%
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