Informed Momentum Co LLC Q2 2021 Filing

Filed August 13, 2021

Portfolio Value

$647.6M

Holdings

302

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (302 positions)

#StockSharesValue% PortfolioType
101
Houghton Mifflin Harcourt Co
201,350$2.2M0.34%
102
RCKYRocky Brands Inc
39,988$2.2M0.34%
103
SEESealed Air Corp
37,458$2.2M0.34%
104
NTNXNutanix Inc
57,964$2.2M0.34%
105
VYXNCR Corp
48,474$2.2M0.34%
106
SIGSignet Jewelers Ltd
27,295$2.2M0.34%
107
Dicerna Pharmaceuticals Inc
58,619$2.2M0.34%
108
SWCHEURSwitch Inc
103,450$2.2M0.34%
109
Inovalon Holdings Inc
64,062$2.2M0.34%
110
MCBPASL Holding LLC
36,115$2.2M0.34%
111
KFYKorn Ferry
29,977$2.2M0.34%
112
DigitalBridge Group Inc
274,914$2.2M0.34%
113
CVGICommercial Vehicle Group Inc
204,079$2.2M0.33%
114
YETIYETI Holdings Inc
23,595$2.2M0.33%
115
FNKOACON Investments LLC
100,799$2.1M0.33%
116
7SUSummit Materials Inc
61,421$2.1M0.33%
117
AYIAcuity Brands Inc
11,383$2.1M0.33%
118
CALYCallaway Golf Co
63,008$2.1M0.33%
119
PAHUSDElement Solutions Inc
90,687$2.1M0.33%
120
SWSSmith & Wesson Brands Inc
60,291$2.1M0.32%
121
UMHUMH Properties Inc
95,617$2.1M0.32%
122
NAPA1USDDuckhorn Portfolio Inc/The
94,041$2.1M0.32%
123
WCCWESCO International Inc
20,147$2.1M0.32%
124
EXTRExtreme Networks Inc
185,355$2.1M0.32%
125
SMSM Energy Co
83,977$2.1M0.32%
126
ROFKforce Inc
32,786$2.1M0.32%
127
HOGHarley-Davidson Inc
44,811$2.1M0.32%
128
MLKNHerman Miller Inc
43,167$2.0M0.31%
129
ACHOwens & Minor Inc
47,998$2.0M0.31%
130
AZTABrooks Automation Inc
21,250$2.0M0.31%
131
PGNYProgyny Inc
34,244$2.0M0.31%
132
LANDGladstone Land Corp
83,365$2.0M0.31%
133
HCIHCI Group Inc
20,004$2.0M0.31%
134
FWRDUSDForward Air Corp
22,150$2.0M0.31%
135
G3VGreen Plains Inc
59,120$2.0M0.31%
136
CLARClarus Corp
76,859$2.0M0.30%
137
AEOAmerican Eagle Outfitters Inc
52,480$2.0M0.30%
138
ITCIEURIntra-Cellular Therapies Inc
48,220$2.0M0.30%
139
STAASTAAR Surgical Co
12,879$2.0M0.30%
140
MVBFMVB Financial Corp
45,927$2.0M0.30%
141
TLYSTilly's Inc
121,884$1.9M0.30%
142
OLOGBXOlo Inc
51,385$1.9M0.30%
143
8DTSquarespace Inc
32,309$1.9M0.30%
144
SAVACassava Sciences Inc
22,447$1.9M0.30%
145
MYRGMYR Group Inc
21,032$1.9M0.30%
146
CYHCommunity Health Systems Inc
122,547$1.9M0.29%
147
HB6Hibbett Inc
21,043$1.9M0.29%
148
MCRIMonarch Casino & Resort Inc
28,119$1.9M0.29%
149
MEDMedifast Inc
6,528$1.8M0.29%
150
HDSNHudson Technologies Inc
540,876$1.8M0.28%
151
DVDoubleVerify Holdings Inc
43,056$1.8M0.28%
152
GDENGolden Entertainment Inc
40,493$1.8M0.28%
153
CUTREURCutera Inc
36,959$1.8M0.28%
154
PRVAPrivia Health Group Inc
40,520$1.8M0.28%
155
FLLFull House Resorts Inc
179,120$1.8M0.27%
156
ONTOOnto Innovation Inc
24,266$1.8M0.27%
157
AVNWAviat Networks Inc
53,818$1.8M0.27%
158
WMSAdvanced Drainage Systems Inc
15,110$1.8M0.27%
159
KNBEKnowBe4 Inc
56,306$1.8M0.27%
160
TRNSTranscat Inc
31,133$1.8M0.27%
161
MTUSTimkenSteel Corp
124,057$1.8M0.27%
162
TEN1Tenneco Inc
90,799$1.8M0.27%
163
KRUSKura Sushi USA Inc
46,152$1.8M0.27%
164
TQJSignature Bank/New York NY
7,119$1.7M0.27%
165
EMEEMCOR Group Inc
14,065$1.7M0.27%
166
HBIOHarvard Bioscience Inc
206,989$1.7M0.27%
167
IEIInsight Enterprises Inc
17,168$1.7M0.27%
168
Eagle Bulk Shipping Inc
36,170$1.7M0.26%
169
VERVVerve Therapeutics Inc
28,413$1.7M0.26%
170
SMIDSmith-Midland Corp
72,513$1.7M0.26%
171
BWMXDD3 Acquisition Corp
34,106$1.7M0.26%
172
FATAQFog Cutter Capital Group Inc
116,804$1.7M0.26%
173
Apollo Endosurgery Inc
209,706$1.7M0.26%
174
FANGDiamondback Energy Inc
18,069$1.7M0.26%
175
TCE2Celldex Therapeutics Inc
50,533$1.7M0.26%
176
ATEXAnterix Inc
28,132$1.7M0.26%
177
SA2DSandRidge Energy Inc
267,248$1.7M0.26%
178
STKSONE Group Hospitality Inc/The
152,031$1.7M0.26%
179
IIIInformation Services Group Inc
285,963$1.7M0.26%
180
QRHCQuest Resource Holding Corp
263,208$1.7M0.26%
181
SPNEUSDSeaSpine Holdings Corp
81,423$1.7M0.26%
182
LOVEMistral Equity Partners
20,872$1.7M0.26%
183
LQDTLiquidity Services Inc
65,381$1.7M0.26%
184
MECMayville Engineering Co Inc
82,686$1.7M0.26%
185
CUBICustomers Bancorp Inc
42,483$1.7M0.26%
186
PANLPangaea Logistics Solutions Ltd
329,752$1.7M0.26%
187
THRYThryv Holdings Inc
46,197$1.7M0.26%
188
MDC Partners Inc
281,455$1.6M0.25%
189
ADTNEURADTRAN Inc
79,604$1.6M0.25%
190
IRTIndependence Realty Trust Inc
89,755$1.6M0.25%
191
AAAlcoa Corp
44,167$1.6M0.25%
192
FOURShift4 Payments Inc
17,266$1.6M0.25%
193
ETWOGBPE2open Parent Holdings Inc
141,459$1.6M0.25%
194
NVMINova Measuring Instruments Ltd
15,695$1.6M0.25%
195
ESTEEUREarthstone Energy Inc
145,104$1.6M0.25%
196
JBTJohn Bean Technologies Corp
11,256$1.6M0.25%
197
KIDSOrthoPediatrics Corp
25,379$1.6M0.25%
198
INSEInspired Entertainment Inc
125,453$1.6M0.25%
199
SSTKShutterstock Inc
16,302$1.6M0.25%
200
3TYTitan Machinery Inc
51,684$1.6M0.25%
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