IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

MV Capital Management, Inc.

Q3 2025 Holdings

Filed 2026-02-23 | 1075 holdings | $1.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Parsons Corp del(PSN)COM70202L102$8310.0%
Light & Wonder Inc(LNWO)COM80874P109$8410.0%
Crocs Inc(CROX)COM227046109$8410.0%
Ingram Micro Hldg Corp(INGM)COM457152106$8640.0%
Everus Constr Group(ECG)COM300426103$8610.0%
NNN REIT Inc(NNN)COM637417106$8620.0%
Workiva Inc(WK)COM CL A98139A105$8710.0%
Boyd Gaming Corp(BYD)COM103304101$8710.0%
Janus Henderson Group PLCORD SHSG4474Y214$9020.0%
Alkermes PLC(ALKS)SHSG01767105$9030.0%
Ryman Hospitality Pptys Inc(RHP)COM78377T107$9010.0%
Flowers Foods Inc(FLO)COM343498101$9270.0%
Aaon Inc(AAON)COM PAR $0.004000360206$9410.0%
UFP Industries Inc(UFPI)COM90278Q108$9410.0%
Healthequity Inc(HQY)COM42226A107$9510.0%
Crown Hldgs Inc(CCK)COM228368106$9710.0%
AST Spacemobile Inc(ASTS)COM CL A00217D100$9920.0%
Element Solutions Inc(ESI)COM28618M106$10140.0%
Envista Holdings Corporation(NVST)COM29415F104$10250.0%
Columbia BKG SYS Inc(COLB)COM197236102$10340.0%
Avnet Inc(AVT)COM053807103$10520.0%
Stag Indl Inc(STAG)COM85254J102$10630.0%
Sealed AIR Corp New(SEE)COM81211K100$10730.0%
Exact Sciences Corp(EXAS)COM30063P105$11020.0%
SLM Corp(SLM)COM78442P106$11140.0%
Driven Brands Hldgs Inc(DRVN)COM26210V102$11370.0%
F N B Corp(FNB)COM302520101$11370.0%
First Horizon Corporation(FHN)COM320517105$11450.0%
Varonis SYS Inc(VRNS)COM922280102$11520.0%
U Haul Holding Company(UHAL)COM023586100$11520.0%
Commercial Metals Co(CMC)COM201723103$11520.0%
TPG Inc(TPG)COM CL A872657101$11520.0%
Iridium Communications Inc(IRDM)COM46269C102$12370.0%
Landstar SYS Inc(LSTR)COM515098101$12310.0%
Summit Therapeutics Inc(SMMT)COM86627T108$12460.0%
Liberty Broadband Corp(LBRDA)COM SER A530307107$12720.0%
CCC Intelligent Solutions HL(CCC)COM12510Q100$128140.0%
Ollies Bargain Outlet Hldgs(OLLI)COM681116109$12910.0%
Jefferies Finl Group Inc(JEF)COM47233W109$13120.0%
Hanesbrands Inc(HN9)COM410345102$132200.0%
Avient Corporation(AVNT)COM05368V106$13240.0%
Exlservice Holdings Inc(EXLS)COM302081104$13330.0%
Qualys Inc(QLYS)COM74758T303$13310.0%
Middleby Corp(MIDD)COM596278101$13310.0%
Siriusxm Holdings Inc(SIRI)COMMON STOCK829933100$14060.0%
Annaly Capital Management in(NLY)COM NEW035710839$14270.0%
Healthcare Rlty TR(HR)CL A COM42226K105$14580.0%
Ciena Corp(CIEN)COM NEW171779309$14610.0%
Halozyme Therapeutics Inc(HALO)COM40637H109$14720.0%
Agnc Invt Corp(AGNC)COM00123Q104$147150.0%
PreviousPage 2 of 22Next