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Asset Manager ← All Institutions

HUSSMAN STRATEGIC ADVISORS, INC.

Q2 2025 · Filed 2025-08-05
Market Value
$433M
+11.8%
Holdings
307
-13
New Purchases
80
Added To
49
Closed
100
Reduced
25
Top 10 Concentration
21.3%
Turnover
58.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
B 3.92% 0.00% +3.92% $17M
AEM 4.20% 2.28% +1.92% $18M
IDCC 1.09% 0.00% +1.09% $5M
CTSH 0.95% 0.00% +0.95% $4M
GL 0.90% 0.00% +0.90% $4M
EPAM 0.86% 0.00% +0.86% $4M
G 0.85% 0.00% +0.85% $4M
ALKS 0.83% 0.00% +0.83% $4M
NCLH 0.79% 0.00% +0.79% $3M
DOCU 0.75% 0.00% +0.75% $3M
DOCS 0.74% 0.00% +0.74% $3M
APPN 0.72% 0.00% +0.72% $3M
RGLD 1.46% 0.75% +0.71% $6M
AGI 0.78% 0.07% +0.71% $3M
CHKP 1.07% 0.37% +0.70% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOG 0.00% 1.27% -1.27% $0
GMED 0.00% 0.99% -0.99% $0
CNXC 0.00% 0.90% -0.90% $0
ABM 0.00% 0.77% -0.77% $0
SN 0.00% 0.77% -0.77% $0
HPQ 0.00% 0.75% -0.75% $0
VSAT 0.00% 0.73% -0.73% $0
NBIX 0.00% 0.72% -0.72% $0
KTB 0.00% 0.69% -0.69% $0
GDDY 0.00% 0.68% -0.68% $0
SASR 0.00% 0.68% -0.68% $0
VITL 0.00% 0.66% -0.66% $0
SMTC 0.00% 0.65% -0.65% $0
ADM 0.00% 0.65% -0.65% $0
OLLI 0.00% 0.63% -0.63% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 8 $5M 1.1%
Large Cap 99 $192M 44.3%
Mid Cap 116 $152M 35.1%
Small Cap 78 $82M 18.8%
Micro Cap 6 $3M 0.7%

Portfolio Analytics

Avg Market Cap
$40.7B
Median Market Cap
$4.9B
Avg P/E
27.3
Median P/E
17.3
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
304
# ETFs / Funds
3

Top Holdings (307 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AEM 4.20% 153,000 $18M $118.93 $9M +71,400 +87.5%
2 NEM 4.11% 306,000 $18M $58.26 $3M
3 B 3.92% 816,000 $17M $20.82 +816,000 NEW
4 UI 1.60% 16,800 $7M $411.65 $3M +4,200 +33.3%
5 RGLD 1.46% 35,700 $6M $177.84 $3M +17,850 +100.0%
6 CHTR 1.39% 14,700 $6M $408.81 $2M +4,200 +40.0%
7 CPB 1.34% 189,000 $6M $30.65 -$914K +21,000 +12.5%
8 CL 1.10% 52,500 $5M $90.90 -$2M -14,700 -21.9%
9 IDCC 1.09% 21,000 $5M $224.23 +21,000 NEW
10 CHKP 1.07% 21,000 $5M $221.25 $3M +14,700 +233.3%
11 EXEL 1.07% 105,000 $5M $44.08 $2M +42,000 +66.7%
12 TGTX 1.05% 126,000 $5M $35.99 $2M +73,500 +140.0%
13 UNFI 1.02% 189,000 $4M $23.31 $954K +63,000 +50.0%
14 HALO 1.01% 84,000 $4M $52.02 -$320K +10,500 +14.3%
15 INCY 0.99% 63,000 $4M $68.10 $1M +10,500 +20.0%
16 UTHR 0.97% 14,700 $4M $287.35 $340K +2,100 +16.7%
17 INVA 0.97% 210,000 $4M $20.09 $1M +42,000 +25.0%
18 CALM 0.97% 42,000 $4M $99.63 $2M +21,000 +100.0%
19 LBRDA 0.95% 42,000 $4M $97.82 $1M +10,500 +33.3%
20 CTSH 0.95% 52,500 $4M $78.03 +52,500 NEW
21 TWLO 0.90% 31,500 $4M $124.36 $3M +21,000 +200.0%
22 GL 0.90% 31,500 $4M $124.29 +31,500 NEW
23 ICUI 0.90% 29,400 $4M $132.15 $969K +8,400 +40.0%
24 GLOB 0.88% 42,000 $4M $90.84 $849K +16,800 +66.7%
25 BKU 0.86% 105,000 $4M $35.59 $844K +21,000 +25.0%
26 EPAM 0.86% 21,000 $4M $176.82 +21,000 NEW
27 G 0.85% 84,000 $4M $44.01 +84,000 NEW
28 NVO 0.84% 52,500 $4M $69.02 -$751K -10,500 -16.7%
29 ALKS 0.83% 126,000 $4M $28.61 +126,000 NEW
30 DOLE 0.81% 252,000 $4M $13.99 $1M +105,000 +71.4%
31 NCLH 0.79% 168,000 $3M $20.28 +168,000 NEW
32 AGI 0.78% 127,500 $3M $26.56 $3M +117,300 +1150.0%
33 PEP 0.77% 25,200 $3M $132.04 -$451K
34 HRMY 0.77% 105,000 $3M $31.60 $530K +21,000 +25.0%
35 WAL 0.76% 42,000 $3M $77.98 $2M +21,000 +100.0%
36 DOCU 0.75% 42,000 $3M $77.89 +42,000 NEW
37 GIS 0.75% 63,000 $3M $51.81 -$503K
38 MTB 0.75% 16,800 $3M $193.99 $631K +2,100 +14.3%
39 DOCS 0.74% 52,500 $3M $61.34 +52,500 NEW
40 CPRX 0.74% 147,000 $3M $21.70 $1M +63,000 +75.0%
41 KGC 0.74% 204,000 $3M $15.63 -$670K -102,000 -33.3%
42 APPN 0.72% 105,000 $3M $29.86 +105,000 NEW
43 ASTH 0.72% 126,000 $3M $24.88 $530K +42,000 +50.0%
44 CORT 0.71% 42,000 $3M $73.40 -$2M
45 PTCT 0.71% 63,000 $3M $48.84 $2M +42,000 +200.0%
46 CCOI 0.70% 63,000 $3M $48.21 $2M +42,000 +200.0%
47 AUPH 0.70% 357,000 $3M $8.47 $1M +147,000 +70.0%
48 MD 0.70% 210,000 $3M $14.35 $2M +126,000 +150.0%
49 BFH 0.69% 52,500 $3M $57.12 $1M +21,000 +66.7%
50 LULU 0.69% 12,600 $3M $237.58 +12,600 NEW
51 GHC 0.69% 3,150 $3M $946.17 +3,150 NEW
52 COLB 0.68% 126,000 $3M $23.38 $327K +21,000 +20.0%
53 PAYC 0.67% 12,600 $3M $231.40 +12,600 NEW
54 YOU 0.67% 105,000 $3M $27.76 +105,000 NEW
55 SATS 0.67% 105,000 $3M $27.70 -$315K -21,000 -16.7%
56 VIRT 0.65% 63,000 $3M $44.79 +63,000 NEW
57 SYF 0.65% 42,000 $3M $66.74 $2M +21,000 +100.0%
58 EXAS 0.64% 52,500 $3M $53.14 +52,500 NEW
59 REYN 0.62% 126,000 $3M $21.42 -$307K
60 FLO 0.62% 168,000 $3M $15.98 -$509K
61 CIEN 0.59% 31,500 $3M $81.33 +31,500 NEW
62 LNG 0.59% 10,500 $3M $243.52 +10,500 NEW
63 CRI 0.58% 84,000 $3M $30.13 $813K +42,000 +100.0%
64 TVTX 0.57% 168,000 $2M $14.80 +168,000 NEW
65 LQDT 0.57% 105,000 $2M $23.59 +105,000 NEW
66 ZM 0.57% 31,500 $2M $77.98 +31,500 NEW
67 HSY 0.56% 14,700 $2M $165.95 -$75K
68 CNOB 0.56% 105,000 $2M $23.16 +105,000 NEW
69 WBD 0.56% 210,000 $2M $11.46 +210,000 NEW
70 DBX 0.55% 84,000 $2M $28.60 +84,000 NEW
71 AAL 0.54% 210,000 $2M $11.22 $1M +105,000 +100.0%
72 EBAY 0.54% 31,500 $2M $74.46 $212K
73 PYPL 0.54% 31,500 $2M $74.32 -$1M -21,000 -40.0%
74 GILD 0.54% 21,000 $2M $110.87 +21,000 NEW
75 EFSC 0.53% 42,000 $2M $55.10 +42,000 NEW
76 PCTY 0.53% 12,600 $2M $181.19 +12,600 NEW
77 JAZZ 0.51% 21,000 $2M $106.12 +21,000 NEW
78 ZION 0.50% 42,000 $2M $51.94 $611K +10,500 +33.3%
79 CVS 0.50% 31,500 $2M $68.98 +31,500 NEW
80 PAAS 0.50% 76,500 $2M $28.40 -$591K -30,500 -28.5%
81 PAHC 0.49% 84,000 $2M $25.54 -$546K -42,000 -33.3%
82 ALNY 0.47% 6,300 $2M $326.09 -$214K -2,100 -25.0%
83 RIVN 0.47% 147,000 $2M $13.74 -$72K -21,000 -12.5%
84 KLG 0.46% 126,000 $2M $15.94 -$503K
85 ALSN 0.46% 21,000 $2M $94.99 +21,000 NEW
86 ASAN 0.46% 147,000 $2M $13.50 +147,000 NEW
87 CAKE 0.46% 31,500 $2M $62.66 $645K +4,200 +15.4%
88 WGS 0.45% 21,000 $2M $92.31 -$851K -10,500 -33.3%
89 SBUX 0.44% 21,000 $2M $91.63 +21,000 NEW
90 INSP 0.44% 14,700 $2M $129.77 +14,700 NEW
91 BCRX 0.43% 210,000 $2M $8.96 -$481K -105,000 -33.3%
92 FFIV 0.43% 6,300 $2M $294.32 $736K +2,100 +50.0%
93 PSA 0.43% 6,300 $2M $293.42 +6,300 NEW
94 HL 0.42% 306,000 $2M $5.99 $415K +51,000 +20.0%
95 SPRY 0.42% 105,000 $2M $17.45 +105,000 NEW
96 IONQ 0.42% 42,000 $2M $42.97 -$513K -63,000 -60.0%
97 CHWY 0.41% 42,000 $2M $42.62 -$941K -42,000 -50.0%
98 CCL 0.41% 63,000 $2M $28.12 +63,000 NEW
99 PTGX 0.40% 31,500 $2M $55.27 -$798K -21,000 -40.0%
100 COMM 0.40% 210,000 $2M $8.28 $624K

New Positions

SymbolValue% Port
B $17M 3.92%
IDCC $5M 1.09%
CTSH $4M 0.95%
GL $4M 0.90%
EPAM $4M 0.86%
G $4M 0.85%
ALKS $4M 0.83%
NCLH $3M 0.79%
DOCU $3M 0.75%
DOCS $3M 0.74%
APPN $3M 0.72%
LULU $3M 0.69%
GHC $3M 0.69%
PAYC $3M 0.67%
YOU $3M 0.67%

Sold Out Positions

SymbolValue% Port
ABM —%
HRB —%
GLW —%
YETI —%
UAA —%
CFG —%
WWW —%
SSTK —%
GMED —%
BOOT —%
BJ —%
LEU —%
EVH —%
AMRC —%
VST —%
View SEC EDGAR Filings for HUSSMAN STRATEGIC ADVISORS, INC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms