Quarry LP Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$461.1B

Holdings

1,588

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,588 positions)

#StockSharesValue% PortfolioType
201
HCAHCA HEALTHCARE INC
1,132$391.2M0.08%
202
JHGJANUS HENDERSON GROUP PLC
10,817$391.0M0.08%
203
VGMINVESCO TR INVT GRADE MUNS
39,036$388.8M0.08%
204
XERSXERIS BIOPHARMA HOLDINGS INC
70,751$388.4M0.08%
205
ORCLORACLE CORP
2,770$387.3M0.08%
206
XBFZXBLACKROCK CALIF MUN INCOME T
34,536$379.2M0.08%
207
XEVMXEATON VANCE CALIF MUN BD FD
40,657$376.9M0.08%
208
XENWXEATON VANCE NEW YORK MUN BD
39,600$375.8M0.08%
209
CLXCLOROX CO DEL
2,541$374.2M0.08%
210
SESEA LTD
2,796$364.9M0.08%
211
CITCINTAS CORP
1,771$364.0M0.08%
212
BHCBAUSCH HEALTH COS INC
55,000$355.9M0.08%
213
PEPPEPSICO INC
2,369$355.2M0.08%
214
NOWSERVICENOW INC
411$327.2M0.07%
215
VMIVALMONT INDS INC
1,132$323.0M0.07%
216
IQVIQVIA HLDGS INC
1,828$322.3M0.07%
217
RTXRTX CORPORATION
2,429$321.7M0.07%
218
BDXBECTON DICKINSON & CO
1,390$318.4M0.07%
219
DPZDOMINOS PIZZA INC
690$317.0M0.07%
220
DHRDANAHER CORPORATION
1,540$315.7M0.07%
221
IQIINVESCO QUALITY MUN INCOME T
32,600$315.6M0.07%
222
PKGPACKAGING CORP AMER
1,592$315.2M0.07%
223
VKIINVESCO ADVANTAGE MUN INCOME
36,900$315.1M0.07%
224
EQHEQUITABLE HLDGS INC
6,021$313.6M0.07%
225
VKQINVESCO MUNICIPAL TRUST
32,500$313.6M0.07%
226
AIZASSURANT INC
1,494$313.4M0.07%
227
BEAGBOLD EAGLE ACQUISITION CORP
30,870$313.3M0.07%
228
ISRGINTUITIVE SURGICAL INC
631$312.5M0.07%
229
CMICUMMINS INC
995$311.9M0.07%
230
PYPLPAYPAL HLDGS INC
4,752$310.1M0.07%
231
VMOINVESCO MUN OPPORTUNITY TR
32,500$308.4M0.07%
232
EMEEMCOR GROUP INC
834$308.3M0.07%
233
ITGARTNER INC
732$307.3M0.07%
234
SPGIS&P GLOBAL INC
604$306.9M0.07%
235
ASPCRA SPAC III ACQUISITION CORP
30,000$306.3M0.07%
236
SBACSBA COMMUNICATIONS CORP NEW
1,391$306.0M0.07%
237
CPNGCOUPANG INC
13,657$299.5M0.06%
238
UPSUNITED PARCEL SERVICE INC
2,719$299.1M0.06%
239
DTDYNATRACE INC
6,325$298.2M0.06%
240
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
3,883$297.1M0.06%
241
GRXGABELLI HLTHCARE & WELLNESS
29,140$293.7M0.06%
242
OLEDUNIVERSAL DISPLAY CORP
2,063$287.7M0.06%
243
NFLXNETFLIX INC
308$287.2M0.06%
244
LEALEAR CORP
3,255$287.2M0.06%
245
AMEAMETEK INC
1,647$283.5M0.06%
246
RNGRINGCENTRAL INC
11,344$280.9M0.06%
247
TNLTRAVEL PLUS LEISURE CO
6,027$279.0M0.06%
248
DKNGDRAFTKINGS INC NEW
8,363$277.7M0.06%
249
CMSCMS ENERGY CORP
3,677$276.2M0.06%
250
AEEAMEREN CORP
2,726$273.7M0.06%
251
CMECME GROUP INC
1,031$273.5M0.06%
252
PLNTPLANET FITNESS INC
2,809$271.4M0.06%
253
TVTXTRAVERE THERAPEUTICS INC
15,000$268.8M0.06%
254
STSENSATA TECHNOLOGIES HLDG PL
11,024$267.6M0.06%
255
HALHALLIBURTON CO
10,496$266.3M0.06%
256
EXREXTRA SPACE STORAGE INC
1,774$263.4M0.06%
257
SHOPSHOPIFY INC
2,750$262.6M0.06%
258
GNTXGENTEX CORP
11,219$261.4M0.06%
259
GGTGABELLI MULTIMEDIA TR INC
56,206$260.2M0.06%
260
GEHCGE HEALTHCARE TECHNOLOGIES I
3,199$258.2M0.06%
261
ENOVENOVIS CORPORATION
6,720$256.8M0.06%
262
USBUS BANCORP DEL
6,058$255.8M0.06%
263
USFDUS FOODS HLDG CORP
3,852$252.2M0.05%
264
NHICUNEWHOLD INVT CORP III
25,000$251.5M0.05%
265
AREALEXANDRIA REAL ESTATE EQ IN
2,710$250.7M0.05%
266
FLOFLOWERS FOODS INC
12,996$247.1M0.05%
267
GEGE AEROSPACE
1,233$246.8M0.05%
268
XFEBFIRST TR SPECIALTY FIN & FIN
56,895$244.6M0.05%
269
KNXKNIGHT-SWIFT TRANSN HLDGS IN
5,592$243.2M0.05%
270
XRXXEROX HOLDINGS CORP
50,159$242.3M0.05%
271
TMUST-MOBILE US INC
904$241.1M0.05%
272
DOVDOVER CORP
1,367$240.2M0.05%
273
MCXMCCORMICK & CO INC
2,883$237.3M0.05%
274
ANAUTONATION INC
1,451$234.9M0.05%
275
PINCPREMIER INC
12,121$233.7M0.05%
276
MDGLMADRIGAL PHARMACEUTICALS INC
700$231.9M0.05%
277
OKTAOKTA INC
2,202$231.7M0.05%
278
DECKDECKERS OUTDOOR CORP
2,058$230.1M0.05%
279
MSAMSA SAFETY INC
1,567$229.9M0.05%
280
HOLXHOLOGIC INC
3,713$229.4M0.05%
281
JNPJUNIPER NETWORKS INC
6,179$223.6M0.05%
282
CITHE CIGNA GROUP
675$222.1M0.05%
283
CHRDCHORD ENERGY CORPORATION
1,965$221.5M0.05%
284
CSXCSX CORP
7,524$221.4M0.05%
285
PAGPENSKE AUTOMOTIVE GRP INC
1,516$218.3M0.05%
286
LSCCLATTICE SEMICONDUCTOR CORP
4,141$217.2M0.05%
287
LUMNLUMEN TECHNOLOGIES INC
55,000$215.6M0.05%
288
ARESARES MANAGEMENT CORPORATION
1,465$214.8M0.05%
289
MRSHMARSH & MCLENNAN COS INC
875$213.5M0.05%
290
T7DTRANSDIGM GROUP INC
152$210.3M0.05%
291
GISGENERAL MLS INC
3,490$208.7M0.05%
292
IRMIRON MTN INC DEL
2,399$206.4M0.04%
293
MCHPMICROCHIP TECHNOLOGY INC.
4,254$205.9M0.04%
294
HUMHUMANA INC
776$205.3M0.04%
295
MATMATTEL INC
10,504$204.1M0.04%
296
CUZCOUSINS PPTYS INC
6,896$203.4M0.04%
297
LYBLYONDELLBASELL INDUSTRIES N
2,888$203.3M0.04%
298
JBHTHUNT J B TRANS SVCS INC
1,372$203.0M0.04%
299
PANWPALO ALTO NETWORKS INC
1,178$201.0M0.04%
300
PSTGPURE STORAGE INC
4,540$201.0M0.04%
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