Quarry LP Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$470.0B

Holdings

1,690

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,690 positions)

#StockSharesValue% PortfolioType
301
CWCURTISS WRIGHT CORP
537$262.4M0.06%
302
AXSMAXSOME THERAPEUTICS INC
2,500$261.0M0.06%
303
HBANHUNTINGTON BANCSHARES INC
15,548$260.6M0.06%
304
GRXGABELLI HLTHCARE & WELLNESS
27,469$259.6M0.06%
305
AAPLAPPLE INC
1,262$258.9M0.06%
306
SPGIS&P GLOBAL INC
489$257.8M0.05%
307
EQIXEQUINIX INC
321$255.3M0.05%
308
NHICNEWHOLD INVT CORP III
25,000$254.3M0.05%
309
W3UWESTERN UN CO
30,189$254.2M0.05%
310
XTEAXTORTOISE SUSTAINABLE & SOCIA
20,548$251.6M0.05%
311
DTILPRECISION BIOSCIENCES INC
59,375$249.4M0.05%
312
DINOHF SINCLAIR CORP
6,069$249.3M0.05%
313
EXEEXPAND ENERGY CORPORATION
2,118$247.7M0.05%
314
ADCAGREE RLTY CORP
3,341$244.1M0.05%
315
MIOPIONEER MUN HIGH INCOME OPPO
20,654$243.7M0.05%
316
AMEAMETEK INC
1,319$238.7M0.05%
317
AWMSKYWORKS SOLUTIONS INC
3,202$238.6M0.05%
318
CRUSCIRRUS LOGIC INC
2,272$236.9M0.05%
319
PLNTPLANET FITNESS INC
2,148$234.2M0.05%
320
MTZMASTEC INC
1,373$234.0M0.05%
321
SBACSBA COMMUNICATIONS CORP NEW
994$233.4M0.05%
322
WFCWELLS FARGO CO NEW
2,867$229.7M0.05%
323
PNWPINNACLE WEST CAP CORP
2,551$228.2M0.05%
324
TTTRANE TECHNOLOGIES PLC
515$225.3M0.05%
325
MARMARRIOTT INTL INC NEW
823$224.9M0.05%
326
LUVSOUTHWEST AIRLS CO
6,850$222.2M0.05%
327
GWWGRAINGER W W INC
212$220.5M0.05%
328
ELSEQUITY LIFESTYLE PPTYS INC
3,573$220.3M0.05%
329
INGRINGREDION INC
1,621$219.8M0.05%
330
KDPKEURIG DR PEPPER INC
6,552$216.6M0.05%
331
PCGPG&E CORP
15,483$215.8M0.05%
332
WDCWESTERN DIGITAL CORP
3,340$213.7M0.05%
333
MTCHMATCH GROUP INC NEW
6,908$213.4M0.05%
334
IEXIDEX CORP
1,215$213.3M0.05%
335
OXYOCCIDENTAL PETE CORP
5,035$211.5M0.05%
336
XRXXEROX HOLDINGS CORP
40,000$210.8M0.04%
337
ADIANALOG DEVICES INC
882$209.9M0.04%
338
ABNBAIRBNB INC
1,583$209.5M0.04%
339
DKDELEK US HLDGS INC NEW
9,847$208.6M0.04%
340
CMGCHIPOTLE MEXICAN GRILL INC
3,703$207.9M0.04%
341
NYTNEW YORK TIMES CO
3,714$207.9M0.04%
342
TRUTRANSUNION
2,339$205.8M0.04%
343
QCOMQUALCOMM INC
1,286$204.8M0.04%
344
KNXKNIGHT-SWIFT TRANSN HLDGS IN
4,626$204.6M0.04%
345
NDSNNORDSON CORP
952$204.1M0.04%
346
CFCF INDS HLDGS INC
2,218$204.1M0.04%
347
PBPROSPERITY BANCSHARES INC
2,895$203.3M0.04%
348
HSPTHORIZON SPACE ACQUSTN I CORP
16,899$202.6M0.04%
349
HOODROBINHOOD MKTS INC
2,164$202.6M0.04%
350
PRAXPRAXIS PRECISION MEDICINES I
4,800$201.8M0.04%
351
AXINAXIOM INTELLIGENCE AC CORP 1
20,000$201.8M0.04%
352
AVTAVNET INC
3,793$201.3M0.04%
353
CINFCINCINNATI FINL CORP
1,349$200.9M0.04%
354
TXRHTEXAS ROADHOUSE INC
1,068$200.2M0.04%
355
ELFE L F BEAUTY INC
1,606$199.9M0.04%
356
DALDELTA AIR LINES INC DEL
4,061$199.7M0.04%
357
KIMKIMCO RLTY CORP
9,432$198.3M0.04%
358
BGBUNGE GLOBAL SA
2,467$198.1M0.04%
359
STLDSTEEL DYNAMICS INC
1,537$196.8M0.04%
360
OKEONEOK INC NEW
2,400$195.9M0.04%
361
XPHDXPIONEER FLOATING RATE FUND I
19,934$195.8M0.04%
362
WYNNWYNN RESORTS LTD
2,083$195.1M0.04%
363
DOVDOVER CORP
1,064$195.0M0.04%
364
FASTFASTENAL CO
4,619$194.0M0.04%
365
WATWATERS CORP
554$193.4M0.04%
366
NXSTNEXSTAR MEDIA GROUP INC
1,116$193.0M0.04%
367
PYPLPAYPAL HLDGS INC
2,589$192.4M0.04%
368
PANWPALO ALTO NETWORKS INC
933$190.9M0.04%
369
UNMUNUM GROUP
2,362$190.8M0.04%
370
KALVKALVISTA PHARMACEUTICALS INC
16,796$189.9M0.04%
371
WHWYNDHAM HOTELS & RESORTS INC
2,313$187.8M0.04%
372
LKQ1LKQ CORP
4,971$184.0M0.04%
373
CUCAAVIS BUDGET GROUP
1,077$182.1M0.04%
374
TJXTJX COS INC NEW
1,467$181.2M0.04%
375
CA8ACACI INTL INC
379$180.7M0.04%
376
BWABORGWARNER INC
5,373$179.9M0.04%
377
SOFISOFI TECHNOLOGIES INC
9,855$179.5M0.04%
378
VICIVICI PPTYS INC
5,491$179.0M0.04%
379
NEMNEWMONT CORP
3,072$179.0M0.04%
380
ACLXARCELLX INC
2,701$177.9M0.04%
381
ULTAULTA BEAUTY INC
378$176.8M0.04%
382
ARQTARCUTIS BIOTHERAPEUTICS INC
12,590$176.5M0.04%
383
ONON SEMICONDUCTOR CORP
3,350$175.6M0.04%
384
TTEKTETRA TECH INC NEW
4,865$174.9M0.04%
385
ROKROCKWELL AUTOMATION INC
520$172.7M0.04%
386
INTUINTUIT
218$171.7M0.04%
387
RGAREINSURANCE GRP OF AMERICA I
860$170.6M0.04%
388
ADTADT INC DEL
20,129$170.5M0.04%
389
APTVAPTIV PLC
2,486$169.6M0.04%
390
BACVERIZON COMMUNICATIONS INC
3,913$169.3M0.04%
391
FIXCOMFORT SYS USA INC
314$168.4M0.04%
392
ORIOLD REP INTL CORP
4,346$167.1M0.04%
393
ITGARTNER INC
408$164.9M0.04%
394
PAYCPAYCOM SOFTWARE INC
711$164.5M0.04%
395
CNPCENTERPOINT ENERGY INC
4,408$161.9M0.03%
396
ADSKAUTODESK INC
523$161.9M0.03%
397
ATDATI INC
1,872$161.6M0.03%
398
NSANATIONAL STORAGE AFFILIATES
5,049$161.5M0.03%
399
PATHUIPATH INC
12,612$161.4M0.03%
400
ESABESAB CORPORATION
1,339$161.4M0.03%
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