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Soviero Asset Management, LP

Q2 2025 · Filed 2025-08-14
Market Value
$136M
+58.8%
Holdings
60
-4
New Purchases
26
Added To
12
Closed
13
Reduced
9
Top 10 Concentration
34.7%
Turnover
65.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ON 3.65% 0.00% +3.65% $5M
TDOC 3.64% 0.00% +3.64% $5M
C 3.62% 0.00% +3.62% $5M
CORZ 3.51% 0.00% +3.51% $5M
LHX 3.50% 0.00% +3.50% $5M
TSSI 3.38% 0.00% +3.38% $5M
MU 2.62% 0.00% +2.62% $4M
HZO 2.62% 0.00% +2.62% $4M
CENX 2.51% 0.00% +2.51% $3M
ACLS 2.45% 0.00% +2.45% $3M
ADNT 2.43% 0.00% +2.43% $3M
PINS 2.37% 0.00% +2.37% $3M
ZIM 2.03% 0.00% +2.03% $3M
CPNG 1.98% 0.00% +1.98% $3M
AMTM 1.90% 0.00% +1.90% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HON 0.00% 5.67% -5.67% $0
RRC 0.00% 4.23% -4.23% $0
GENI 0.00% 3.96% -3.96% $0
FLEX 0.00% 3.85% -3.85% $0
LW 0.00% 3.85% -3.85% $0
FCX 0.00% 3.84% -3.84% $0
BIGC 0.00% 3.29% -3.29% $0
TROX 0.71% 3.61% -2.90% $963K
AAPL 0.00% 2.85% -2.85% $0
OPRA 0.00% 2.51% -2.51% $0
WMB 1.61% 4.04% -2.43% $2M
MWA 0.00% 2.37% -2.37% $0
PR 2.40% 4.52% -2.12% $3M
AMZN 3.22% 5.32% -2.10% $4M
PBPB 2.16% 4.24% -2.09% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $13M 9.5%
Large Cap 16 $38M 27.9%
Mid Cap 20 $48M 35.5%
Small Cap 16 $32M 23.3%
Micro Cap 4 $5M 3.8%

Portfolio Analytics

Avg Market Cap
$158.9B
Median Market Cap
$4.8B
Avg P/E
33.8
Median P/E
31.1
Avg Dividend Yield
0.01%
Avg Beta
1.43
# Stocks
60
# ETFs / Funds
0

Top Holdings (60 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ON 3.65% 95,000 $5M $52.41 +95,000 NEW
2 TDOC 3.64% 570,000 $5M $8.71 +570,000 NEW
3 C 3.62% 58,000 $5M $85.12 +58,000 NEW
4 CORZ 3.51% 280,000 $5M $17.07 +280,000 NEW
5 LHX 3.50% 19,000 $5M $250.84 +19,000 NEW
6 UAA 3.43% 684,000 $5M $6.83 $2M +314,000 +84.9%
7 CE 3.41% 84,000 $5M $55.33 $2M +32,000 +61.5%
8 TSSI 3.38% 160,000 $5M $28.83 +160,000 NEW
9 WDC 3.33% 71,000 $5M $63.99 $2M -1,000 -1.4%
10 AMZN 3.22% 20,000 $4M $219.39 -$178K -4,000 -16.7%
11 HIMX 2.83% 431,766 $4M $8.93 $1M +96,766 +28.9%
12 ANF 2.73% 45,000 $4M $82.85 $673K +5,000 +12.5%
13 MU 2.62% 29,000 $4M $123.25 +29,000 NEW
14 HZO 2.62% 142,000 $4M $25.14 +142,000 NEW
15 PYPL 2.56% 47,000 $3M $74.32 $3M +32,000 +213.3%
16 PBF 2.54% 160,000 $3M $21.67 $986K +30,000 +23.1%
17 CENX 2.51% 190,000 $3M $18.02 +190,000 NEW
18 ACLS 2.45% 48,000 $3M $69.69 +48,000 NEW
19 ROKU 2.45% 38,000 $3M $87.89 $381K -4,000 -9.5%
20 ADNT 2.43% 170,000 $3M $19.46 +170,000 NEW
21 PR 2.40% 240,000 $3M $13.62 -$609K -40,000 -14.3%
22 PINS 2.37% 90,000 $3M $35.86 +90,000 NEW
23 VAL 2.16% 70,000 $3M $42.11 $474K +7,000 +11.1%
24 PBPB 2.16% 240,000 $3M $12.25 -$702K -143,000 -37.3%
25 PPTA 2.14% 240,000 $3M $12.14 $1M +68,720 +40.1%
26 ZIM 2.03% 172,000 $3M $16.09 +172,000 NEW
27 CPNG 1.98% 90,000 $3M $29.96 +90,000 NEW
28 AMTM 1.90% 110,000 $3M $23.61 +110,000 NEW
29 SPWH 1.87% 740,000 $3M $3.45 $2M +260,000 +54.2%
30 TREX 1.87% 46,800 $3M $54.38 $918K +18,800 +67.1%
31 CLOV 1.84% 900,000 $3M $2.79 $2M +650,000 +260.0%
32 JBLU 1.74% 560,000 $2M $4.23 +560,000 NEW
33 HBAN 1.72% 140,000 $2M $16.76 -$55K -20,000 -12.5%
34 SD 1.67% 210,000 $2M $10.82 -$606K -42,000 -16.7%
35 WMB 1.61% 35,000 $2M $62.81 -$1M -23,000 -39.7%
36 ELF 1.46% 16,000 $2M $124.44 +16,000 NEW
37 RKLB 1.29% 49,000 $2M $35.77 +49,000 NEW
38 XRX 1.24% 320,000 $2M $5.27 +320,000 NEW
39 PDYN 1.21% 190,000 $2M $8.66 +190,000 NEW
40 CFLT 1.10% 60,000 $1M $24.93 +60,000 NEW
41 UAMY 0.82% 510,000 $1M $2.18 $711K +328,000 +180.2%
42 CAL 0.81% 90,000 $1M $12.22 +90,000 NEW
43 TROX 0.71% 190,000 $963K $5.07 -$2M -250,000 -56.8%
44 VERA 0.52% 30,000 $707K $23.56 +30,000 NEW
45 CHPT 0.46% 900,000 $633K $0.70 +900,000 NEW
46 SERV 0.29% 35,000 $400K $11.44 +35,000 NEW
47 INVZ 0.24% 200,000 $328K $1.64 +200,000 NEW
48 CELH —% -$712K -20,000 -100.0% SOLD
49 MWA —% -$2M -80,000 -100.0% SOLD
50 RGTI —% -$430K -54,300 -100.0% SOLD
51 OPRA —% -$2M -135,000 -100.0% SOLD
52 FLEX —% -$3M -100,000 -100.0% SOLD
53 BIGC —% -$3M -490,000 -100.0% SOLD
54 GENI —% -$3M -340,000 -100.0% SOLD
55 NET —% -$2M -15,000 -100.0% SOLD
56 RRC —% -$4M -91,000 -100.0% SOLD
57 FCX —% -$3M -87,000 -100.0% SOLD
58 AAPL —% -$2M -11,000 -100.0% SOLD
59 HON —% -$5M -23,000 -100.0% SOLD
60 LW —% -$3M -62,000 -100.0% SOLD

New Positions

SymbolValue% Port
ON $5M 3.65%
TDOC $5M 3.64%
C $5M 3.62%
CORZ $5M 3.51%
LHX $5M 3.50%
TSSI $5M 3.38%
MU $4M 2.62%
HZO $4M 2.62%
CENX $3M 2.51%
ACLS $3M 2.45%
ADNT $3M 2.43%
PINS $3M 2.37%
ZIM $3M 2.03%
CPNG $3M 1.98%
AMTM $3M 1.90%

Sold Out Positions

SymbolValue% Port
MWA —%
RRC —%
GENI —%
LW —%
CELH —%
FLEX —%
AAPL —%
HON —%
FCX —%
OPRA —%
NET —%
RGTI —%
BIGC —%
View SEC EDGAR Filings for Soviero Asset Management, LP →

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