Quarry LP Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$456.1B

Holdings

2,116

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (2,116 positions)

StockValue
ZNTLZENTALIS PHARMACEUTICALS INC
$164.2M
TPGTPG INC
$163.3M
OMCOMNICOM GROUP INC
$162.4M
SSDSIMPSON MFG INC
$162.3M
FERGFERGUSON ENTERPRISES INC
$161.9M
HLTHILTON WORLDWIDE HLDGS INC
$161.9M
IWPISHARES TR
$161.8M
RDDTREDDIT INC
$161.7M
FT2FIRST HORIZON CORPORATION
$161.7M
DMIIDRUGS MADE IN AMER ACQUTN CO
$161.5M
RRXREGAL REXNORD CORPORATION
$160.5M
CMIIUCOLUMBUS CIRCLE CAP CORP. I
$160.3M
WWAYFAIR INC
$158.6M
SOCSABLE OFFSHORE CORP
$157.1M
EEFTEURONET WORLDWIDE INC
$156.7M
HUBSHUBSPOT INC
$156.7M
VICIVICI PPTYS INC
$156.6M
PRIPRIMERICA INC
$156.6M
TXNTEXAS INSTRS INC
$156.0M
LOWLOWES COS INC
$155.1M
MTDRMATADOR RES CO
$153.2M
CAPNCAYSON ACQUISITION CORP
$152.3M
AXSMAXSOME THERAPEUTICS INC
$151.8M
TSLATESLA INC
$151.2M
LPXLOUISIANA PAC CORP
$151.1M
ABGCENCORA INC
$150.6M
AMTAMERICAN TOWER CORP NEW
$150.4M
BHVNBIOHAVEN LTD
$150.1M
UPSUNITED PARCEL SERVICE INC
$149.4M
SLBSCHLUMBERGER LTD
$149.1M
AWIARMSTRONG WORLD INDS INC NEW
$148.2M
MLIMUELLER INDS INC
$147.7M
ABNBAIRBNB INC
$147.0M
SONSONOCO PRODS CO
$146.5M
GTESGATES INDL CORP PLC
$146.5M
EXEEXPAND ENERGY CORPORATION
$146.1M
HRBBLOCK H & R INC
$145.8M
NLYANNALY CAPITAL MANAGEMENT IN
$145.6M
UUNITY SOFTWARE INC
$143.5M
TIGOMILLICOM INTL CELLULAR S A
$143.0M
TSCOTRACTOR SUPPLY CO
$142.9M
CPBTHE CAMPBELLS COMPANY
$142.5M
KEYKEYCORP
$142.3M
CARRCARRIER GLOBAL CORPORATION
$142.1M
EPAMEPAM SYS INC
$141.4M
CRCLCIRCLE INTERNET GROUP INC
$140.9M
CARTMAPLEBEAR INC
$140.5M
CRCRANE COMPANY
$139.9M
GLGLOBE LIFE INC
$139.8M
INTCINTEL CORP
$139.4M
BURLBURLINGTON STORES INC
$139.0M
TEAMATLASSIAN CORPORATION
$137.8M
KRKROGER CO
$137.8M
DCIDONALDSON INC
$136.8M
STWDSTARWOOD PPTY TR INC
$136.8M
MRPMILLROSE PPTYS INC
$135.4M
LNWOLIGHT & WONDER INC
$135.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$133.2M
BLDTOPBUILD CORP
$132.5M
ADBEADOBE INC
$131.9M
RTXRTX CORPORATION
$131.7M
WSCWILLSCOT HLDGS CORP
$131.5M
MPMP MATERIALS CORP
$130.8M
THGHANOVER INS GROUP INC
$130.8M
NFGNATIONAL FUEL GAS CO
$130.1M
ALABASTERA LABS INC
$128.6M
OZKBANK OZK LITTLE ROCK ARK
$128.6M
KKRKKR & CO INC
$128.4M
KRMNKARMAN HLDGS INC
$128.4M
VLOVALERO ENERGY CORP
$127.9M
CPTCAMDEN PPTY TR
$127.7M
ACGLARCH CAP GROUP LTD
$127.1M
SYFSYNCHRONY FINANCIAL
$125.7M
RGLDROYAL GOLD INC
$125.4M
LNCLINCOLN NATL CORP IND
$125.3M
MKTXMARKETAXESS HLDGS INC
$124.6M
MDBMONGODB INC
$124.2M
NINISOURCE INC
$122.7M
TIGRUP FINTECH HLDG LTD
$121.5M
CRSCARPENTER TECHNOLOGY CORP
$121.3M
AITAPPLIED INDL TECHNOLOGIES IN
$121.1M
PGRPROGRESSIVE CORP
$121.0M
CHACRCRANE HBR ACQUISITION CORP
$120.9M
OCOWENS CORNING NEW
$120.5M
FIGX CAP ACQUISITION CORP.
$119.8M
GDGENERAL DYNAMICS CORP
$118.7M
ALKALASKA AIR GROUP INC
$118.4M
COLMCOLUMBIA SPORTSWEAR CO
$118.2M
VLTOVERALTO CORP
$117.8M
IMNMIMMUNOME INC
$117.1M
ARRYARRAY TECHNOLOGIES INC
$116.7M
UI2KEMPER CORP
$116.7M
FCNCAFIRST CTZNS BANCSHARES INC D
$116.3M
LWLAMB WESTON HLDGS INC
$116.2M
HUNHUNTSMAN CORP
$116.0M
DUOLDUOLINGO INC
$115.9M
WENWENDYS CO
$115.7M
ZBHZIMMER BIOMET HOLDINGS INC
$115.6M
QSQUANTUMSCAPE CORP
$115.0M
WHWYNDHAM HOTELS & RESORTS INC
$114.3M
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