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Sciencast Management LP

Q4 2021 Holdings

Filed 2022-01-20 | 447 holdings | $19.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Smith (A.O.) Corp(AOS)A831865209$3714,4000.0%
Iridium Communications Inc(IRDM)A46269C102$3739,4140.0%
Dell Technologies(DELL)C24703L202$3766,4460.0%
Conocophillips(COP)A20825C104$3774,9570.0%
Murphy Oil Corp(MUR)A626717102$37812,8390.0%
Visteon Corp(VC)A92839U206$3813,2500.0%
Doordash Inc(DASH)A25809K105$3842,8640.0%
Exponent Inc(EXPO)A30214U102$3873,2670.0%
Graftech International LTD(EAFEUR)A384313508$38932,3000.0%
Meritor Inc(MTOR)A59001K100$39014,8800.0%
Republic Services Inc(RSG)A760759100$3962,8800.0%
C.H. Robinson Worldwide Inc(CHRW)A12541W209$3963,5860.0%
Columbia Sportswear Co(COLM)A198516106$3994,0880.0%
Ingredion Inc(INGR)A457187102$4004,0510.0%
Xcel Energy Inc(XEL)A98389B100$4005,7650.0%
Nextera Energy Inc(NEE)A65339F101$4004,3630.0%
Synovus Financial Corp(SYU1)A87161C501$4098,0270.0%
PTC Inc(PTC)A69370C100$4113,4030.0%
Ameris Bancorp(ABCB)A03076K108$4137,8440.0%
Callaway Golf Company(CALY)A131193104$41314,8850.0%
Fastenal Co(FAST)A311900104$4136,5940.0%
Check Point Software Tech(CHKP)AM22465104$4153,5460.0%
California Resources Corp(CRC)A13057Q305$4159,3290.0%
Globe Life Inc(GL)A37959E102$4184,3070.0%
Kratos Defense & Security(KTOS)A50077B207$41921,3460.0%
Generac Holdings Inc(GNRC)A368736104$4211,3010.0%
Hanesbrands Inc(HN9)A410345102$42324,6030.0%
Fabrinet(FN)AG3323L100$4233,5000.0%
Alcoa Corp(AA)A013872106$4257,2530.0%
Stellantis NV(STLA)AN82405106$42821,3950.0%
Parsons Corp(PSN)A70202L102$43112,3920.0%
Chemours Co(CC)A163851108$43212,1740.0%
Verizon Communications Inc(VZ)A92343V104$4358,2000.0%
Discover Financial Services(DFSEUR)A254709108$4383,5930.0%
Zebra Technologies Corp(ZBRA)A989207105$4397630.0%
Trinet Group Inc(TNET)A896288107$4414,5850.0%
Cullen Frost Bankers Inc(CFR)A229899109$4423,3610.0%
Levi Strauss & Co(LEVI)A52736R102$44318,0300.0%
Crane Co(CR1USD)A224399105$4454,2480.0%
Livent Corp(LTHM1EUR)A53814L108$45017,4770.0%
Skechers USA Inc(SKAA)A830566105$4529,8510.0%
Matador Resources Co(MTDR)A576485205$45410,8890.0%
Tenable Holdings Inc(TENB)A88025T102$4578,8960.0%
Fair Isaac Corp(FICO)A303250104$4581,0400.0%
Washington Federal Inc(WAFD)A938824109$46213,3440.0%
Ulta Beauty Inc(ULTA)A90384S303$4691,1280.0%
Bentley Systems Inc(BSY)B08265T208$47010,2200.0%
American States Water Co(AWR)A029899101$4714,6100.0%
Nike Inc(NKE)B654106103$4752,8700.0%
Interactive Brokers GRO(IBKR)A45841N107$4785,9440.0%
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