Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Factorial Partners, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Factorial Partners, LLC (CIK 1732687) reported $137.8M across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FHI ($8.7M, 6.31%), IJH ($7.2M, 5.24%), TEVA ($7.0M, 5.07%), VBIL ($6.9M, 5.00%), CHRD ($6.3M, 4.54%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1FHIFEDERATED HERMES INC$8.7M6.31%153,239Hold
2IJHISHARES TR$7.2M5.24%106,900Added
3TEVATEVA PHARMACEUTICAL INDS LTD$7.0M5.07%232,000Trimmed
4VBILVANGUARD INSTL INDEX FD$6.9M5.00%91,000Added
5CHRDCHORD ENERGY CORPORATION$6.3M4.54%44,000Trimmed
6SYFSYNCHRONY FINANCIAL$6.1M4.44%90,000Hold
7TNLTRAVEL PLUS LEISURE CO$6.0M4.37%87,000Trimmed
8VTIVANGUARD INDEX FDS$5.8M4.19%18,000Trimmed
9URIUNITED RENTALS INC$5.3M3.86%7,300Trimmed
10GNWGENWORTH FINL INC$5.1M3.69%627,000Added
11SPYSTATE STR SPDR S&P 500 ETF T$4.7M3.40%7,200New
12CFGCITIZENS FINL GROUP INC$3.7M2.70%62,000Trimmed
13TPHTRI POINTE HOMES INC$3.7M2.66%78,500Trimmed
14CITHE CIGNA GROUP$3.3M2.40%12,400Added
15VTRSVIATRIS INC$3.2M2.33%238,000Trimmed
16ALAIR LEASE CORP$3.1M2.21%47,000Trimmed
17WEXWEX INC$2.9M2.11%19,000Added
18SEBSEABOARD CORP DEL$2.8M2.01%489Trimmed
19BFHBREAD FINANCIAL HOLDINGS INC$2.6M1.90%35,000Hold
20IJJISHARES TR$2.5M1.82%18,900Hold
21MGMMGM RESORTS INTERNATIONAL$2.4M1.75%65,000Trimmed
22STRTSTRATTEC SEC CORP$2.4M1.72%30,246Hold
23IMKTAINGLES MKTS INC$2.2M1.63%24,996Trimmed
24IACIAC INC$2.2M1.61%55,500Added
25RSPINVESCO EXCHANGE TRADED FD T$2.2M1.60%11,500Trimmed

Source: SEC Form 13F filings · as of 2026-03-31