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Asset Manager ← All Institutions

HUSSMAN STRATEGIC ADVISORS, INC.

Q4 2025 · Filed 2026-02-02
Market Value
$404M
-10.6%
Holdings
362
+33
New Purchases
99
Added To
38
Closed
116
Reduced
37
Top 10 Concentration
10.2%
Turnover
59.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QCOM 1.16% 0.00% +1.16% $5M
CHKP 0.96% 0.00% +0.96% $4M
NUTX 0.86% 0.00% +0.86% $3M
CVS 0.83% 0.00% +0.83% $3M
TR 0.76% 0.00% +0.76% $3M
CSIQ 0.74% 0.00% +0.74% $3M
VZ 0.74% 0.00% +0.74% $3M
DLO 0.74% 0.00% +0.74% $3M
KO 0.73% 0.00% +0.73% $3M
AMGN 0.68% 0.00% +0.68% $3M
MTCH 0.67% 0.00% +0.67% $3M
EYE 0.67% 0.00% +0.67% $3M
HUM 0.67% 0.00% +0.67% $3M
SBUX 0.66% 0.00% +0.66% $3M
IRTC 0.65% 0.00% +0.65% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TGTX 0.00% 1.01% -1.01% $0
ATEN 0.00% 0.84% -0.84% $0
LULU 0.00% 0.83% -0.83% $0
GLOB 0.00% 0.80% -0.80% $0
FFIV 0.00% 0.75% -0.75% $0
MTB 0.00% 0.73% -0.73% $0
YELP 0.00% 0.72% -0.72% $0
DBX 0.00% 0.70% -0.70% $0
EPAM 0.00% 0.70% -0.70% $0
ALGN 0.00% 0.70% -0.70% $0
TWLO 0.00% 0.70% -0.70% $0
META 0.00% 0.68% -0.68% $0
DOCU 0.00% 0.67% -0.67% $0
FDS 0.00% 0.67% -0.67% $0
MD 0.00% 0.62% -0.62% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 8 $15M 3.7%
Large Cap 122 $143M 35.3%
Mid Cap 133 $144M 35.8%
Small Cap 93 $101M 25.1%
Micro Cap 6 $657K 0.2%

Portfolio Analytics

Avg Market Cap
$26.0B
Median Market Cap
$5.7B
Avg P/E
28.9
Median P/E
17.5
Avg Dividend Yield
0.02%
Avg Beta
1.04
# Stocks
359
# ETFs / Funds
3

Top Holdings (362 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 QCOM 1.16% 27,300 $5M $171.05 +27,300 NEW
2 ETSY 1.15% 84,000 $5M $55.44 $2M +42,000 +100.0%
3 UI 1.15% 8,400 $5M $553.35 $2M +4,200 +100.0%
4 UNFI 1.05% 126,000 $4M $33.67 -$2M -31,500 -20.0%
5 CHTR 0.98% 18,900 $4M $208.75 -$1M
6 G 0.97% 84,000 $4M $46.78 $411K
7 ACAD 0.97% 147,000 $4M $26.71 $1M +21,000 +16.7%
8 CHKP 0.96% 21,000 $4M $185.56 +21,000 NEW
9 EXEL 0.91% 84,000 $4M $43.83 -$655K -21,000 -20.0%
10 HALO 0.87% 52,500 $4M $67.30 $1M +21,000 +66.7%
11 CNXC 0.86% 84,000 $3M $41.58 $2M +42,000 +100.0%
12 NUTX 0.86% 21,000 $3M $164.62 +21,000 NEW
13 CVS 0.83% 42,000 $3M $79.36 +42,000 NEW
14 SEZL 0.82% 52,500 $3M $63.48 $326K +14,700 +38.9%
15 CL 0.82% 42,000 $3M $79.02 -$39K
16 PCRX 0.81% 126,000 $3M $25.88 $555K +21,000 +20.0%
17 PGNY 0.80% 126,000 $3M $25.68 $976K +21,000 +20.0%
18 URBN 0.78% 42,000 $3M $75.26 $911K +10,500 +33.3%
19 TR 0.76% 84,000 $3M $36.63 +84,000 NEW
20 NEM 0.75% 30,500 $3M $99.85 -$1M -20,500 -40.2%
21 PEP 0.75% 21,000 $3M $143.52 $65K
22 CSIQ 0.74% 126,000 $3M $23.77 +126,000 NEW
23 VZ 0.74% 73,500 $3M $40.73 +73,500 NEW
24 NBIX 0.74% 21,000 $3M $141.83 $30K
25 DLO 0.74% 210,000 $3M $14.14 +210,000 NEW
26 ALKS 0.73% 105,000 $3M $27.98 -$842K -21,000 -16.7%
27 KO 0.73% 42,000 $3M $69.91 +42,000 NEW
28 GIS 0.73% 63,000 $3M $46.50 -$247K
29 CPB 0.72% 105,000 $3M $27.87 -$2M -63,000 -37.5%
30 VSAT 0.72% 84,000 $3M $34.46 $2M +42,000 +100.0%
31 ABNB 0.71% 21,000 $3M $135.72 $300K
32 PLMR 0.70% 21,000 $3M $134.76 $378K
33 DXCM 0.69% 42,000 $3M $66.37 -$39K
34 FIVE 0.69% 14,700 $3M $188.36 $820K +2,100 +16.7%
35 AMGN 0.68% 8,400 $3M $327.31 +8,400 NEW
36 MTCH 0.67% 84,000 $3M $32.29 +84,000 NEW
37 RGLD 0.67% 12,200 $3M $222.29 -$357K -3,100 -20.3%
38 EYE 0.67% 105,000 $3M $25.82 +105,000 NEW
39 HUM 0.67% 10,500 $3M $256.13 +10,500 NEW
40 VITL 0.66% 84,000 $3M $31.94 $955K +42,000 +100.0%
41 PAYC 0.66% 16,800 $3M $159.36 -$382K +2,100 +14.3%
42 B 0.66% 61,000 $3M $43.55 -$2M -92,000 -60.1%
43 SBUX 0.66% 31,500 $3M $84.21 +31,500 NEW
44 IRTC 0.65% 14,700 $3M $177.44 +14,700 NEW
45 UBER 0.64% 31,500 $3M $81.71 +31,500 NEW
46 APA 0.64% 105,000 $3M $24.46 $1M +42,000 +66.7%
47 NXT 0.63% 29,400 $3M $87.11 $1M +8,400 +40.0%
48 ALNY 0.62% 6,300 $3M $397.65 +6,300 NEW
49 INCY 0.62% 25,200 $2M $98.77 -$183K -6,300 -20.0%
50 ANIP 0.62% 31,500 $2M $78.94 +31,500 NEW
51 ACMR 0.62% 63,000 $2M $39.45 $431K +10,500 +20.0%
52 ULS 0.61% 31,500 $2M $78.86 +31,500 NEW
53 TEM 0.61% 42,000 $2M $59.05 $785K +21,000 +100.0%
54 TASK 0.61% 210,000 $2M $11.79 +210,000 NEW
55 CPRX 0.61% 105,000 $2M $23.34 -$445K -42,000 -28.6%
56 CRMD 0.60% 210,000 $2M $11.63 -$1M -105,000 -33.3%
57 PHAT 0.60% 147,000 $2M $16.59 +147,000 NEW
58 RPRX 0.60% 63,000 $2M $38.64 +63,000 NEW
59 SLB 0.60% 63,000 $2M $38.38 $974K +21,000 +50.0%
60 OZK 0.60% 52,500 $2M $46.02 $275K +10,500 +25.0%
61 EEFT 0.59% 31,500 $2M $76.11 -$369K
62 HRMY 0.58% 63,000 $2M $37.42 $1M +21,000 +50.0%
63 AGI 0.58% 61,000 $2M $38.58 $576K +10,000 +19.6%
64 ALLE 0.58% 14,700 $2M $159.22 +14,700 NEW
65 BFH 0.58% 31,500 $2M $74.03 $575K
66 ARRY 0.58% 252,000 $2M $9.22 +252,000 NEW
67 GHC 0.57% 2,100 $2M $1,098.60 +2,100 NEW
68 RIGL 0.56% 52,500 $2M $42.83 +52,500 NEW
69 CQP 0.56% 42,000 $2M $53.48 $1M +21,000 +100.0%
70 QLYS 0.55% 16,800 $2M $132.90 -$1M -8,400 -33.3%
71 YOU 0.55% 63,000 $2M $35.08 $808K +21,000 +50.0%
72 DOLE 0.55% 147,000 $2M $14.99 $228K
73 SSNC 0.55% 25,200 $2M $87.42 +25,200 NEW
74 SHLS 0.53% 252,000 $2M $8.50 $1M +147,000 +140.0%
75 SEDG 0.52% 73,500 $2M $28.85 +73,500 NEW
76 NOMD 0.52% 168,000 $2M $12.51 +168,000 NEW
77 VIRT 0.52% 63,000 $2M $33.32 -$137K
78 INVA 0.52% 105,000 $2M $19.99 $1M +63,000 +150.0%
79 CHWY 0.52% 63,000 $2M $33.05 -$41K +10,500 +20.0%
80 AEM 0.51% 12,200 $2M $169.53 -$2M -13,300 -52.2%
81 GCT 0.51% 52,500 $2M $39.28 -$2M -73,500 -58.3%
82 PAGS 0.50% 210,000 $2M $9.64 +210,000 NEW
83 MOS 0.50% 84,000 $2M $24.09 -$890K
84 MDT 0.50% 21,000 $2M $96.06 +21,000 NEW
85 NTRS 0.50% 14,700 $2M $136.59 $595K +4,200 +40.0%
86 HCSG 0.50% 105,000 $2M $19.12 $594K +21,000 +25.0%
87 IDCC 0.50% 6,300 $2M $318.38 -$169K
88 STOK 0.50% 63,000 $2M $31.74 +63,000 NEW
89 PAY 0.49% 63,000 $2M $31.59 -$259K -10,500 -14.3%
90 PSKY 0.49% 147,000 $2M $13.40 +147,000 NEW
91 BCRX 0.49% 252,000 $2M $7.80 $372K +42,000 +20.0%
92 OLED 0.49% 16,800 $2M $116.78 +16,800 NEW
93 JOBY 0.48% 147,000 $2M $13.20 +147,000 NEW
94 REYN 0.48% 84,000 $2M $22.92 -$644K -21,000 -20.0%
95 PTCT 0.47% 25,200 $2M $75.96 -$2M -37,800 -60.0%
96 HSY 0.47% 10,500 $2M $181.98 -$53K
97 BMRN 0.46% 31,500 $2M $59.43 $735K +10,500 +50.0%
98 LNC 0.46% 42,000 $2M $44.53 $176K
99 SNOW 0.46% 8,400 $2M $219.36 +8,400 NEW
100 LYFT 0.45% 94,500 $2M $19.37 -$249K

New Positions

SymbolValue% Port
QCOM $5M 1.16%
CHKP $4M 0.96%
NUTX $3M 0.86%
CVS $3M 0.83%
TR $3M 0.76%
CSIQ $3M 0.74%
VZ $3M 0.74%
DLO $3M 0.74%
KO $3M 0.73%
AMGN $3M 0.68%
MTCH $3M 0.67%
EYE $3M 0.67%
HUM $3M 0.67%
SBUX $3M 0.66%
IRTC $3M 0.65%

Sold Out Positions

SymbolValue% Port
ATEN —%
MTDR —%
ENVA —%
WH —%
INSP —%
DCOM —%
NCLH —%
BJ —%
TWLO —%
PRLB —%
RVLV —%
FDS —%
GLOB —%
YELP —%
MTB —%
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