Invenomic Capital Management LP Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$2.0B

Holdings

133

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (133 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
400,000$177.3T8984200.43%Put
2
CLVTCLARIVATE PLC
6,722,876$64.1T3246304.87%
3
FLT1EURFLEETCOR TECHNOLOGIES INC
244,914$61.5T3115781.79%
4
VTRSVIATRIS INC
5,564,283$55.5T2813721.13%
5
WEXWEX INC
293,321$53.4T2705969.20%
6
SSNCSS&C TECHNOLOGIES HLDGS INC
861,903$52.2T2646502.58%
7
TAT&T INC
3,169,791$50.6T2561725.64%Call
8
CMCSACOMCAST CORP NEW
1,131,475$47.0T2382085.21%
9
CHRDCHORD ENERGY CORPORATION
272,139$41.9T2120744.85%
10
CNCCENTENE CORP DEL
607,500$41.0T2076201.69%
11
EBAEBAY INC.
903,068$40.4T2044900.18%
12
ZMZOOM VIDEO COMMUNICATIONS IN
586,959$39.8T2018788.88%
13
FTDRFRONTDOOR INC
1,195,608$38.1T1932505.76%
14
BMYBRISTOL-MYERS SQUIBB CO
553,683$35.4T1794085.12%
15
EXPEEXPEDIA GROUP INC
323,434$35.4T1792687.52%
16
LYFTLYFT INC
3,632,340$34.8T1765006.91%
17
IPGPIPG PHOTONICS CORP
236,634$32.1T1628479.05%
18
BACVERIZON COMMUNICATIONS INC
862,444$32.1T1625168.45%
19
APPAPPLOVIN CORP
1,215,197$31.3T1584264.83%
20
WBDWARNER BROS DISCOVERY INC
2,198,345$27.6T1396801.48%
21
TRVCCITIGROUP INC
596,817$27.5T1392251.87%
22
KGCKINROSS GOLD CORP
5,361,680$25.6T1295867.45%
23
COURCOURSERA INC
1,934,393$25.2T1276136.12%
24
DBXDROPBOX INC
941,201$25.1T1271881.66%
25
GPNGLOBAL PMTS INC
244,892$24.1T1222475.90%
26
BAXBAXTER INTL INC
520,947$23.7T1202592.68%
27
BPOPPOPULAR INC
392,122$23.7T1202434.49%
28
PINCPREMIER INC
829,742$23.0T1162884.44%
29
ELDELDORADO GOLD CORP NEW
2,237,348$22.6T1144975.57%
30
PYPLPAYPAL HLDGS INC
336,441$22.5T1137552.23%
31
NOMDNOMAD FOODS LTD
1,268,948$22.2T1126468.97%
32
BTOB2GOLD CORP
6,179,721$22.0T1115537.21%
33
UDMYUDEMY INC
2,037,042$21.9T1107493.07%
34
LAZLAZARD LTD
668,679$21.4T1084198.91%
35
UPWKUPWORK INC
2,247,343$21.0T1063549.11%
36
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
317,554$20.7T1050362.08%
37
AKAMAKAMAI TECHNOLOGIES INC
201,145$18.1T915936.33%
38
LEVILEVI STRAUSS & CO NEW
1,194,701$17.2T873507.93%
39
HIIHUNTINGTON INGALLS INDS INC
74,021$16.8T853627.74%
40
NVEINUVEI CORPORATION
556,945$16.5T834176.67%
41
CRESCENT PT ENERGY CORP
2,330,132$15.7T794578.63%
42
VNTVONTIER CORPORATION
467,702$15.1T763310.51%
43
CVSCVS HEALTH CORP
213,220$14.7T746854.17%
44
EX9EXELIXIS INC
763,450$14.6T739235.14%
45
SWN1EURSOUTHWESTERN ENERGY CO
2,374,378$14.3T723045.52%
46
LAURLAUREATE EDUCATION INC
1,164,420$14.1T713308.28%
47
NWLNEWELL BRANDS INC
1,615,748$14.1T712252.85%
48
EMNEASTMAN CHEM CO
158,720$13.3T673290.00%
49
SNAPSNAP INC
1,066,634$12.6T639894.60%
50
CPACOPA HOLDINGS SA
106,601$11.8T597281.67%
51
OVVOVINTIV INC
296,873$11.3T572657.40%
52
EXFYEXPENSIFY INC
1,363,964$10.9T551502.03%
53
TRIPTRIPADVISOR INC
659,710$10.9T551207.39%
54
HASHASBRO INC
163,584$10.6T536853.81%
55
MTCHMATCH GROUP INC NEW
252,245$10.6T534883.65%
56
LUVSOUTHWEST AIRLS CO
287,257$10.4T527036.20%
57
UHSUNIVERSAL HLTH SVCS INC
65,878$10.4T526630.65%
58
SSTKSHUTTERSTOCK INC
205,778$10.0T507459.73%
59
HSIHEIDRICK & STRUGGLES INTL IN
372,862$9.9T500084.47%
60
UAUNDER ARMOUR INC
1,435,077$9.6T487909.24%
61
HIRERIGHT HOLDINGS CORPORATI
816,210$9.2T467741.40%
62
STSENSATA TECHNOLOGIES HLDG PL
199,088$9.0T453839.59%
63
RAMPLIVERAMP HLDGS INC
313,338$8.9T453432.41%
64
FUNCEDAR FAIR L P
217,551$8.7T440591.90%
65
CUZCOUSINS PPTYS INC
366,058$8.3T422888.65%
66
FISVFISERV INC
65,504$8.3T418693.68%
67
MGMISTRAS GROUP INC
1,045,297$8.1T408882.31%
68
ALITALIGHT INC
861,363$8.0T403273.31%
69
FLEXFLEX LTD
283,595$7.8T397171.36%
70
FAROFARO TECHNOLOGIES INC
462,401$7.5T379555.31%
71
DOMODOMO INC
506,291$7.4T376075.88%
72
UFIUNIFI INC
888,962$7.2T363494.64%
73
VMEO*VIMEO INC
1,698,980$7.0T354671.92%
74
LRNSTRIDE INC
183,599$6.8T346341.61%
75
SMARGBPSMARTSHEET INC
175,716$6.7T340641.51%
76
ROVER GROUP INC
1,321,728$6.5T328825.02%
77
NGDNEW GOLD INC CDA
5,958,270$6.4T326050.80%
78
HP5AEQUITY COMWLTH
306,551$6.2T314690.38%
79
CXWCORECIVIC INC
614,929$5.8T293194.56%
80
IIININSTEEL INDS INC
183,189$5.7T288855.28%
81
MDPEDIATRIX MEDICAL GROUP INC
400,218$5.7T288158.89%
82
SEATVIVID SEATS INC
671,403$5.3T269432.38%
83
RJFRAYMOND JAMES FINL INC
49,016$5.1T257721.68%
84
SA2DSANDRIDGE ENERGY INC
297,733$4.5T230058.40%
85
WRKUSDWESTROCK CO
155,374$4.5T228857.24%
86
SAMGSILVERCREST ASSET MGMT GROUP
221,011$4.5T226767.20%
87
GENGEN DIGITAL INC
240,880$4.5T226404.97%
88
INGNINOGEN INC
379,254$4.4T221949.15%
89
WABCWESTAMERICA BANCORPORATION
112,178$4.3T217694.64%
90
EQXEQUINOX GOLD CORP
934,792$4.3T216931.06%
91
SONSONOCO PRODS CO
67,620$4.0T202216.05%
92
EGHT8X8 INC NEW
928,670$3.9T199041.24%
93
CSTLCASTLE BIOSCIENCES INC
278,818$3.8T193827.87%
94
MATVMATIV HOLDINGS INC
250,544$3.8T191945.12%
95
SPHSUBURBAN PROPANE PARTNERS L
249,507$3.7T187105.18%
96
FORRFORRESTER RESH INC
124,313$3.6T183232.10%
97
TASKTASKUS INC
318,293$3.6T182563.88%
98
WHRWHIRLPOOL CORP
22,941$3.4T172952.70%
99
WBAWALGREENS BOOTS ALLIANCE INC
119,202$3.4T172074.81%
100
SSLSASOL LTD
272,423$3.4T170885.71%
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