Counterpoint Mutual Funds LLC Q1 2022 Filing

Filed April 27, 2022

Portfolio Value

$129.5B

Holdings

226

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (226 positions)

#StockSharesValue% PortfolioType
1
STIPiShares 0-5 Year TIPS Bond ETF
1,007,586$105.7B81.63%
2
IEIiShares 3-7 Year Treasury Bond ETF
78,126$9.5B7.36%
3
SPYSPDR S&P 500 ETF Trust
2,270$1.0B0.79%
4
VLRSControladora Vuela Cia de Aviacion S.A.B. de C.V.
5,590$102.0M0.08%
5
CUCAAvis Budget Group Inc.
377$99.0M0.08%
6
FLEXFlex Ltd.
5,189$96.0M0.07%
7
JBLUJetBlue Airways Corporation
6,307$94.0M0.07%
8
CCChemours Company (The)
2,960$93.0M0.07%
9
GU9Guess Inc.
4,236$93.0M0.07%
10
TWITitan International Inc.
6,323$93.0M0.07%
11
5TCTrueCar Inc.
23,394$92.0M0.07%
12
RRRRed Rock Resorts Inc.
1,894$92.0M0.07%
13
TTMITTM Technologies Inc.
6,172$91.0M0.07%
14
CHS1USDChico's FAS Inc.
18,938$91.0M0.07%
15
USFDUS Foods Holding Corporation
2,408$91.0M0.07%
16
NGVCNatural Grocers by Vitamin Cottage Inc.
4,640$91.0M0.07%
17
NMMNavios Maritime Partners L.P.
2,568$90.0M0.07%
18
3TYTitan Machinery Inc.
3,170$90.0M0.07%
19
LPLALPL Financial Holdings Inc.
495$90.0M0.07%
20
ACLSAxcelis Technologies Inc.
1,188$90.0M0.07%
21
0C3Endeavor Group Holdings Inc.
3,048$90.0M0.07%
22
JBLJabil Inc.
1,462$90.0M0.07%
23
BBWBuild-A-Bear Workshop Inc.
4,900$90.0M0.07%
24
QUADQuad/Graphics Inc.
12,972$90.0M0.07%
25
TAUSDTravelCenters of America Inc.
2,080$89.0M0.07%
26
ASIXAdvanSix Inc.
1,748$89.0M0.07%
27
VRRMVerra Mobility Corporation
5,486$89.0M0.07%
28
GIIIG-III Apparel Group Ltd.
3,300$89.0M0.07%
29
2362120DSinclair Broadcast Group Inc.
3,175$89.0M0.07%
30
HEESEURH&E Equipment Services Inc.
2,043$89.0M0.07%
31
FFord Motor Company
5,266$89.0M0.07%
32
CWKCushman & Wakefield plc
4,307$88.0M0.07%
33
DCHAmerican Axle & Manufacturing Holdings Inc.
11,298$88.0M0.07%
34
DXCDXC Technology Company
2,707$88.0M0.07%
35
JXNJackson Financial Inc.
1,991$88.0M0.07%
36
DSXDiana Shipping Inc.
16,248$88.0M0.07%
37
PFGCPerformance Food Group Company
1,732$88.0M0.07%
38
MGMMGM Resorts International
2,106$88.0M0.07%
39
GNKGenco Shipping & Trading Ltd.
3,744$88.0M0.07%
40
Xperi Holding Corporation
5,082$88.0M0.07%
41
BHFBrighthouse Financial Inc.
1,694$88.0M0.07%
42
G2CEveri Holdings Inc.
4,130$87.0M0.07%
43
Nexa Resources S.A.
9,366$87.0M0.07%
44
TTMCHFTata Motors Ltd.
3,114$87.0M0.07%
45
ZIMZIM Integrated Shipping Services Ltd.
1,195$87.0M0.07%
46
GMS1EURGMS Inc.
1,748$87.0M0.07%
47
IHRTiHeartMedia Inc.
4,590$87.0M0.07%
48
CLSEURCelestica Inc.
7,268$87.0M0.07%
49
HOUSRealogy Holdings Corporation
5,566$87.0M0.07%
50
GOLDA-Mark Precious Metals Inc.
1,127$87.0M0.07%
51
SBLKStar Bulk Carriers Corporation
2,940$87.0M0.07%
52
SIGSignet Jewelers Ltd.
1,194$87.0M0.07%
53
DHXDHI Group Inc.
14,554$87.0M0.07%
54
BYDBoyd Gaming Corporation
1,314$86.0M0.07%
55
IIIInformation Services Group Inc.
12,581$86.0M0.07%
56
DYDycom Industries Inc.
906$86.0M0.07%
57
FDO.FMacy's Inc.
3,544$86.0M0.07%
58
Blucora Inc.
4,398$86.0M0.07%
59
MUMicron Technology Inc.
1,102$86.0M0.07%
60
DLTHDuluth Holdings Inc.
7,033$86.0M0.07%
61
UNFIUnited Natural Foods Inc.
2,081$86.0M0.07%
62
VSTOEURVista Outdoor Inc.
2,416$86.0M0.07%
63
SLVMSylvamo Corporation
2,569$85.0M0.07%
64
REZIResideo Technologies Inc.
3,547$85.0M0.07%
65
STRLSterling Construction Company Inc.
3,167$85.0M0.07%
66
GSLGlobal Ship Lease Inc.
2,977$85.0M0.07%
67
FRG1EURFranchise Group Inc.
2,017$84.0M0.06%
68
AGSPlayAGS Inc.
12,541$84.0M0.06%
69
DOOREURMasonite International Corporation
945$84.0M0.06%
70
SSPEW Scripps Company (The)
4,049$84.0M0.06%
71
HZOMarineMax Inc.
2,053$83.0M0.06%
72
WIREEUREncore Wire Corporation
731$83.0M0.06%
73
INSEInspired Entertainment Inc.
6,772$83.0M0.06%
74
BZHBeazer Homes USA Inc.
5,459$83.0M0.06%
75
CCOClear Channel Outdoor Holdings Inc.
24,025$83.0M0.06%
76
TOLToll Brothers Inc.
1,774$83.0M0.06%
77
STXSeagate Technology Holdings plc
916$82.0M0.06%
78
SKYSkyline Champion Corporation
1,486$82.0M0.06%
79
ARCBArcBest Corporation
1,017$82.0M0.06%
80
BLDRBuilders FirstSource Inc.
1,257$81.0M0.06%
81
TMHCTaylor Morrison Home Corporation
2,953$80.0M0.06%
82
YELLQYellow Corporation
11,161$78.0M0.06%
83
BXCBlueLinx Holdings Inc.
1,081$78.0M0.06%
84
PLAYDave & Buster's Entertainment Inc.
1,538$76.0M0.06%
85
CXWCoreCivic Inc.
6,741$75.0M0.06%
86
EXLSExlService Holdings Inc.
488$70.0M0.05%
87
Eagle Bulk Shipping Inc.
1,009$69.0M0.05%
88
RUTHUSDRuth's Hospitality Group Inc.
3,036$69.0M0.05%
89
PRKSSeaWorld Entertainment Inc.
929$69.0M0.05%
90
THTarget Hospitality Corporation
11,293$68.0M0.05%
91
NBRNabors Industries Ltd.
446$68.0M0.05%
92
BZUNBaozun Inc.
7,929$68.0M0.05%
93
BOXBox Inc.
2,330$68.0M0.05%
94
CARGCargurus Inc.
1,606$68.0M0.05%
95
ALTOAlto Ingredients Inc.
9,941$68.0M0.05%
96
CRKComstock Resources Inc.
5,184$68.0M0.05%
97
EXPEExpedia Group Inc.
347$68.0M0.05%
98
ITGartner Inc.
224$67.0M0.05%
99
FICOFair Isaac Corporation
143$67.0M0.05%
100
OPLNKAR Auction Services Inc.
3,689$67.0M0.05%
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