Linden Thomas Advisory Services, LLC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$772.5B
Holdings
460
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (460 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | SLABSILICON LABORATORIES INC | 12,584 | $1.4B | 0.18% | |
| 202 | FIVEFIVE BELOW INC | 18,847 | $1.4B | 0.18% | |
| 203 | COPCONOCOPHILLIPS | 13,384 | $1.4B | 0.18% | |
| 204 | TTDTHE TRADE DESK INC | 25,628 | $1.4B | 0.18% | |
| 205 | MLIMUELLER INDS INC | 18,407 | $1.4B | 0.18% | |
| 206 | KHCKRAFT HEINZ CO | 45,936 | $1.4B | 0.18% | |
| 207 | RMBS*RAMBUS INC DEL | 26,846 | $1.4B | 0.18% | |
| 208 | DTMDT MIDSTREAM INC | 14,377 | $1.4B | 0.18% | |
| 209 | CROXCROCS INC | 12,916 | $1.4B | 0.18% | |
| 210 | FCFSFIRSTCASH HOLDINGS INC | 11,362 | $1.4B | 0.18% | |
| 211 | ARCBARCBEST CORP | 18,788 | $1.3B | 0.17% | |
| 212 | OREALTY INCOME CORP | 22,836 | $1.3B | 0.17% | |
| 213 | SAFTSAFETY INS GROUP INC | 16,767 | $1.3B | 0.17% | |
| 214 | MSMMSC INDL DIRECT INC | 16,909 | $1.3B | 0.17% | |
| 215 | STZCONSTELLATION BRANDS INC | 7,118 | $1.3B | 0.17% | |
| 216 | BYDBOYD GAMING CORP | 19,836 | $1.3B | 0.17% | |
| 217 | RLRALPH LAUREN CORP | 5,896 | $1.3B | 0.17% | |
| 218 | AMCRAMCOR PLC | 133,406 | $1.3B | 0.17% | |
| 219 | IRINGERSOLL RAND INC | 16,067 | $1.3B | 0.17% | |
| 220 | GPNGLOBAL PMTS INC | 13,055 | $1.3B | 0.17% | |
| 221 | MYRGMYR GROUP INC DEL | 11,257 | $1.3B | 0.16% | |
| 222 | TGNATEGNA INC | 69,755 | $1.3B | 0.16% | |
| 223 | SPSCSPS COMM INC | 9,568 | $1.3B | 0.16% | |
| 224 | DKSDICKS SPORTING GOODS INC | 6,298 | $1.3B | 0.16% | |
| 225 | 7HPHP INC | 45,433 | $1.3B | 0.16% | |
| 226 | LSTRLANDSTAR SYS INC | 8,300 | $1.2B | 0.16% | |
| 227 | DDOGDATADOG INC | 12,549 | $1.2B | 0.16% | |
| 228 | CRUSCIRRUS LOGIC INC | 12,415 | $1.2B | 0.16% | |
| 229 | MUSAMURPHY USA INC | 2,602 | $1.2B | 0.16% | |
| 230 | PGRPROGRESSIVE CORP | 4,284 | $1.2B | 0.16% | |
| 231 | PKGPACKAGING CORP AMER | 6,075 | $1.2B | 0.16% | |
| 232 | PINSPINTEREST INC | 38,517 | $1.2B | 0.15% | |
| 233 | CSVCARRIAGE SVCS INC | 30,646 | $1.2B | 0.15% | |
| 234 | ARCCARES CAPITAL CORP | 53,589 | $1.2B | 0.15% | |
| 235 | USBUS BANCORP DEL | 27,814 | $1.2B | 0.15% | |
| 236 | PMTSCPI CARD GROUP INC | 40,186 | $1.2B | 0.15% | |
| 237 | ENQENTEGRIS INC | 13,395 | $1.2B | 0.15% | |
| 238 | TGLSTECNOGLASS INC | 16,346 | $1.2B | 0.15% | |
| 239 | RSRELIANCE INC | 4,046 | $1.2B | 0.15% | |
| 240 | AITAPPLIED INDL TECHNOLOGIES IN | 5,140 | $1.2B | 0.15% | |
| 241 | EXLSEXLSERVICE HOLDINGS INC | 24,514 | $1.2B | 0.15% | |
| 242 | FMFFORMFACTOR INC | 40,782 | $1.2B | 0.15% | |
| 243 | BBYBEST BUY INC | 15,627 | $1.2B | 0.15% | |
| 244 | CXTCRANE NXT CO | 22,218 | $1.1B | 0.15% | |
| 245 | OGSONE GAS INC | 15,074 | $1.1B | 0.15% | |
| 246 | AYIACUITY INC | 4,323 | $1.1B | 0.15% | |
| 247 | STRASTRATEGIC ED INC | 13,543 | $1.1B | 0.15% | |
| 248 | ADSKAUTODESK INC | 4,342 | $1.1B | 0.15% | |
| 249 | WASHWASHINGTON TR BANCORP INC | 36,775 | $1.1B | 0.15% | |
| 250 | TECHBIO-TECHNE CORP | 19,355 | $1.1B | 0.15% | |
| 251 | DOCUDOCUSIGN INC | 13,938 | $1.1B | 0.15% | |
| 252 | NXQUANEX BLDG PRODS CORP | 61,015 | $1.1B | 0.15% | |
| 253 | MANHMANHATTAN ASSOCIATES INC | 6,552 | $1.1B | 0.15% | |
| 254 | DYHTARGET CORP | 10,832 | $1.1B | 0.15% | |
| 255 | IOSPINNOSPEC INC | 11,926 | $1.1B | 0.15% | |
| 256 | WMKWEIS MKTS INC | 14,633 | $1.1B | 0.15% | |
| 257 | LF2PACIFIC PREMIER BANCORP | 52,725 | $1.1B | 0.15% | |
| 258 | AFGAMERICAN FINL GROUP INC OHIO | 8,508 | $1.1B | 0.14% | |
| 259 | WSTWEST PHARMACEUTICAL SVSC INC | 4,932 | $1.1B | 0.14% | |
| 260 | TFCTRUIST FINL CORP | 26,827 | $1.1B | 0.14% | |
| 261 | IBMINTERNATIONAL BUSINESS MACHS | 4,411 | $1.1B | 0.14% | |
| 262 | UHSUNIVERSAL HLTH SVCS INC | 5,763 | $1.1B | 0.14% | |
| 263 | LINLINDE PLC | 2,311 | $1.1B | 0.14% | |
| 264 | LKQ1LKQ CORP | 25,065 | $1.1B | 0.14% | |
| 265 | BIIBBIOGEN INC | 7,689 | $1.1B | 0.14% | |
| 266 | MRKMERCK & CO INC | 11,659 | $1.0B | 0.14% | |
| 267 | CRVLCORVEL CORP | 9,322 | $1.0B | 0.14% | |
| 268 | CGNXCOGNEX CORP | 34,942 | $1.0B | 0.13% | |
| 269 | FNFFIDELITY NATIONAL FINANCIAL | 15,822 | $1.0B | 0.13% | |
| 270 | PSTGPURE STORAGE INC | 22,833 | $1.0B | 0.13% | |
| 271 | OHIOMEGA HEALTHCARE INVS INC | 26,506 | $1.0B | 0.13% | |
| 272 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 23,176 | $1.0B | 0.13% | |
| 273 | PNWPINNACLE WEST CAP CORP | 10,573 | $1.0B | 0.13% | |
| 274 | PAGPENSKE AUTOMOTIVE GRP INC | 6,891 | $992.2M | 0.13% | |
| 275 | DOWDOW INC | 28,323 | $989.0M | 0.13% | |
| 276 | JNPJUNIPER NETWORKS INC | 27,288 | $987.6M | 0.13% | |
| 277 | NVEEUSDNV5 GLOBAL INC | 50,964 | $982.1M | 0.13% | |
| 278 | TRVTRAVELERS COMPANIES INC | 3,685 | $974.5M | 0.13% | |
| 279 | 0VVBPARAMOUNT GLOBAL | 81,339 | $972.8M | 0.13% | |
| 280 | AMRALPHA METALLURGICAL RESOUR I | 7,740 | $969.4M | 0.13% | |
| 281 | CPKCHESAPEAKE UTILS CORP | 7,490 | $961.9M | 0.12% | |
| 282 | SAICSCIENCE APPLICATIONS INTL CO | 8,563 | $961.4M | 0.12% | |
| 283 | RRYDER SYS INC | 6,672 | $959.5M | 0.12% | |
| 284 | APTALPHA PRO TECH LTD | 187,610 | $938.0M | 0.12% | |
| 285 | GATXGATX CORP | 5,942 | $922.6M | 0.12% | |
| 286 | HLTHILTON WORLDWIDE HLDGS INC | 3,994 | $908.8M | 0.12% | |
| 287 | ETDETHAN ALLEN INTERIORS INC | 32,627 | $903.8M | 0.12% | |
| 288 | INFA1EURINFORMATICA INC | 51,759 | $903.2M | 0.12% | |
| 289 | AVNTAVIENT CORPORATION | 24,272 | $901.9M | 0.12% | |
| 290 | NVRNVR INC | 124 | $898.3M | 0.12% | |
| 291 | DECKDECKERS OUTDOOR CORP | 8,027 | $897.5M | 0.12% | |
| 292 | CELHCELSIUS HLDGS INC | 24,917 | $887.5M | 0.11% | |
| 293 | FT2FIRST HORIZON CORPORATION | 45,555 | $884.7M | 0.11% | |
| 294 | AAMIACADIAN ASSET MANAGEMENT INC | 33,900 | $876.7M | 0.11% | |
| 295 | AZZAZZ INC | 10,481 | $876.3M | 0.11% | |
| 296 | NWSANEWS CORP NEW | 32,177 | $875.9M | 0.11% | |
| 297 | AMBAAMBARELLA INC | 17,371 | $874.3M | 0.11% | |
| 298 | CACCCREDIT ACCEP CORP MICH | 1,690 | $872.6M | 0.11% | |
| 299 | MANMANPOWERGROUP INC WIS | 15,020 | $869.4M | 0.11% | |
| 300 | SSFSENSIENT TECHNOLOGIES CORP | 11,491 | $855.3M | 0.11% |