Neo Ivy Capital Management

CIK: 0001727783Latest portfolio: $633.0M · Q4 2025

Holdings

336

Total Value

$633.0M

New Positions

181

Closed Positions

220

#StockSharesValue% PortfolioChangeType
1
FFORD MOTOR CO
580,110$7.6M1.20%+162K
2
FUODOLBY LABORATO-A
117,964$7.6M1.20%NEW
3
WELLWELLTOWER INC
40,704$7.6M1.19%NEW
4
ROIVROIVANT SCIENCES
341,354$7.4M1.17%+104K
5
NVDANVIDIA CORP
39,432$7.4M1.16%+13K
6
PLTRPALANTIR TECHN-A
40,133$7.1M1.13%+16K
7
TTMITTM TECHNOLOGIES
100,879$7.0M1.10%NEW
8
NFLXNETFLIX INC
73,897$6.9M1.09%NEW
9
RSIRUSH STREET INTE
335,915$6.5M1.03%+287K
10
AHRAMERICAN HEALTHC
136,925$6.4M1.02%NEW
11
HSTHOST HOTELS & RE
363,072$6.4M1.02%NEW
12
TMOTHERMO FISHER
11,092$6.4M1.02%+6K
13
IMAIMAX CORP
172,295$6.4M1.01%NEW
14
RIVNRIVIAN AUTOMOT-A
317,740$6.3M0.99%+218K
15
DKNGDRAFTKINGS INC
180,418$6.2M0.98%+138K
16
RUSHARUSH ENTER-CL A
114,926$6.2M0.98%NEW
17
HIMSHIMS & HERS HEAL
190,915$6.2M0.98%+127K
18
OSCROSCAR HEALTH -A
431,172$6.2M0.98%+265K
19
LYFTLYFT INC-A
318,855$6.2M0.98%+201K
20
CLFCLEVELAND-CLIFFS
463,819$6.2M0.97%+348K
21
UPSTUPSTART HOLDINGS
140,275$6.1M0.97%+77K
22
AMDADV MICRO DEVICE
28,614$6.1M0.97%+22K
23
NLYANNALY CAPITAL M
273,966$6.1M0.97%NEW
24
WRBYWARBY PARKER-A
280,036$6.1M0.96%+276K
25
AAPLAPPLE INC
22,414$6.1M0.96%+8K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
PAYO561K+547K
CNHI658K+429K
CLF464K+348K
BAX307K+297K
U6Z509K+287K
OSCR431K+265K
CDE224K+202K
LYFT319K+201K
ADT489K+189K
W3U504K+177K

Decreased Positions

NameSharesChange
GAP16K-150558
BTDR100K-100266
PCVX5K-78307
IGT8K-78095
U18K-77219
GRND10K-76706
FRSH7K-65397
RELY41K-57562
ACAD6K-56560
PTEN102K-47652

Sector Breakdown

Technology0.0% ($7.354713369606176e+222T)
Healthcare0.0% ($7.4076427636862e+158T)
Industrials0.0% ($5.063452143674211e+146T)
Consumer Cyclical0.0% ($7.611652662626218e+119T)
Financial Services0.0% ($6.1343950351132155e+100T)
Unknown0.0% ($7.575606959845949e+70T)
Energy0.0% ($5.336350327822535e+45T)
Real Estate0.0% ($7.555644364376125e+37T)
Utilities0.0% ($4.420348215977787e+35T)
Consumer Defensive0.0% ($4.967323419471846e+34T)
Communication Services0.0% ($6.928589751733832e+31T)
Basic Materials0.0% ($6159398824511929.0T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$633.0M336
Q3 2025Nov 12, 2025$410.2B374
Q2 2025Aug 12, 2025$313.5B343
Q1 2025May 6, 2025$314.2B270
Q4 2024Feb 18, 2025$496.4M258

Fund Information

CIK0001727783
Most Recent FilingFeb 13, 2026
Number of Filings5

Neo Ivy Capital Management is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $633.0M across 336 holdings. The largest position is FORD MOTOR CO (F), representing 1.2% of the portfolio. Compared to the previous quarter, the fund opened 182 new positions and closed 220 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.