Skip to main content

Sciencast Management LP

SEC CIK
0001653169
Latest filing
Jul 28, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed Apr 26, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
525
+78 vs. Q4 2021
Portfolio value
$436.0M
−$131.8M (−23.2%) vs. Q4 2021
Filed
Apr 26, 2022
SEC
Holdings of Sciencast Management LP in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
HLMNHillman Solutions Corp.COM14,483$172.0K<0.1%+14,483NewHistory
SKILSkillsoft Corp.CL A31,800$172.0K<0.1%+31,800NewHistory
OWLTOwlet, Inc.COMMON STOCK43,312$174.0K<0.1%+43,312NewHistory
CELUCelularity IncCOM CL A20,058$177.0K<0.1%+20,058NewHistory
Velo3D, Inc.92259N104COMMON STOCK22,800$177.0K<0.1%+22,800New–
RBOTVicarious Surgical Inc.COM CL A37,513$177.0K<0.1%+37,513NewHistory
SGFYSignify Health, Inc.CL A COM10,368$180.0K<0.1%+10,368NewHistory
VORBVirgin Orbit Holdings, Inc.COMMON STOCK26,535$180.0K<0.1%+26,535NewHistory
HUMAHumacyte, Inc.COM26,300$182.0K<0.1%+26,300NewHistory
INSEInspired Entertainment, Inc.COM17,013$185.0K<0.1%+17,013NewHistory
ADTHAdTheorent Holding Company, Inc.COM18,681$185.0K<0.1%+18,681NewHistory
SONDSonder Holdings Inc.COMMON STOCK38,695$188.0K<0.1%+38,695NewHistory
VTRSViatris IncStock17,721$189.0K<0.1%+17,721NewHistory
TCDATricida, Inc.COM19,755$190.0K<0.1%+19,755NewHistory
PEARPear Therapeutics, Inc.CLASS A COM36,621$190.0K<0.1%+36,621NewHistory
MNTKMontauk Renewables, Inc.COM18,348$194.0K<0.1%+18,348NewHistory
BGRYBerkshire Grey, Inc.COMMON STOCK75,553$196.0K<0.1%+75,553NewHistory
VERXVertex, Inc.Stock12,861$200.0K<0.1%+12,861NewHistory
GWREGuidewire Software, Inc.COM2,172$201.0K<0.1%+2,172NewHistory
WHWKWhitehawk Therapeutics, Inc.COM11,513$201.0K<0.1%+11,513NewHistory
CFGCitizens Financial Group IncCOM4,737$202.0K<0.1%+4,737NewHistory
BOOTBoot Barn Holdings, Inc.COM2,269$203.0K<0.1%+2,269NewHistory
SCHWSchwab Charles CorpStock2,510$205.0K<0.1%−5,892−70.1%ReducedHistory
SNCEScience 37 Holdings, Inc.COM42,401$205.0K<0.1%+42,401NewHistory
GNRCGenerac Holdings Inc.Stock700$207.0K<0.1%−601−46.2%ReducedHistory
SHCRSharecare, Inc.COM CL A82,615$207.0K<0.1%+82,615NewHistory
GPORGulfport Energy CorpCOMMON SHARES2,365$208.0K<0.1%+2,365NewHistory
NNNextnav Inc.COMMON STOCK27,216$208.0K<0.1%+27,216NewHistory
BLDPBallard Power Systems Inc.COM18,998$210.0K<0.1%+18,998NewHistory
NREFNexPoint Real Estate Finance, Inc.COM9,315$212.0K<0.1%+9,315NewHistory
EIXEdison InternationalStock3,020$213.0K<0.1%−36,500−92.4%ReducedHistory
STSensata Technologies Holding plcSHS4,419$213.0K<0.1%+4,419NewHistory
FTDRFrontdoor, Inc.COM7,125$213.0K<0.1%−7,149−50.1%ReducedHistory
EDConsolidated Edison IncStock2,200$215.0K<0.1%+2,200NewHistory
WSCWillScot Holdings CorpCOM CL A5,800$215.0K<0.1%−45,129−88.6%ReducedHistory
MYPSPLAYSTUDIOS, Inc.CLASS A COM45,746$215.0K<0.1%+45,746NewHistory
CENXCentury Aluminum CoCOM8,110$216.0K<0.1%+8,110NewHistory
MTDRMatador Resources CoCOM4,014$216.0K<0.1%−6,875−63.1%ReducedHistory
VSTOVista Outdoor Inc.COM6,190$216.0K<0.1%+6,190NewHistory
FAFFirst American Financial CorpStock3,575$219.0K0.1%+3,575NewHistory
GOLFAcushnet Holdings Corp.COM5,438$219.0K0.1%+5,438NewHistory
GVAGranite Construction IncCOM7,007$219.0K0.1%+7,007NewHistory
TTSHTile Shop Holdings, Inc.COM33,790$219.0K0.1%+33,790NewHistory
Atlas CorpY0436Q109SHARES16,396$222.0K0.1%+597+3.8%Added–
BOXDBoxed, Inc.COM22,003$222.0K0.1%+22,003NewHistory
CARRCarrier Global CorpStock5,102$223.0K0.1%+5,102NewHistory
ARAntero Resources CorpCOM7,015$226.0K0.1%−3,954−36.0%ReducedHistory
BHFBrighthouse Financial, Inc.COM4,386$226.0K0.1%−6,032−57.9%ReducedHistory
MLIMueller Industries IncCOM4,326$227.0K0.1%+4,326NewHistory
DCGODocGo Inc.COM26,700$227.0K0.1%+26,700NewHistory
BHILBenson Hill, Inc.COMMON STOCK65,829$227.0K0.1%+65,829NewHistory
IVTInvenTrust Properties Corp.COM NEW7,400$228.0K0.1%+7,400NewHistory
CMAXCareMax, Inc.COM CL A30,069$228.0K0.1%+30,069NewHistory
JHGJanus Henderson Group Ltd.ORD SHS6,582$229.0K0.1%+6,582NewHistory
FUBOFuboTV Inc.COM37,372$233.0K0.1%+20,795+125.4%AddedHistory
CRSRCorsair Gaming, Inc.COM11,072$233.0K0.1%−45,456−80.4%ReducedHistory
HLLYHolley Inc.COM17,400$233.0K0.1%+17,400NewHistory
PXDPioneer Natural Resources CoCOM950$233.0K0.1%+950NewHistory
SEDGSolaredge Technologies, Inc.COM745$234.0K0.1%+745NewHistory
Palladyne AI Corp.80359A106COM34,240$237.0K0.1%+34,240New–
URBNUrban Outfitters IncCOM9,900$238.0K0.1%+9,900NewHistory
LOCLLocal Bounti CorporationCOMMON STOCK28,182$238.0K0.1%+28,182NewHistory
HTGCHercules Capital, Inc.COM13,028$240.0K0.1%−7,479−36.5%ReducedHistory
EQRXEQRx, Inc.COM56,917$240.0K0.1%+56,917NewHistory
MDBMongoDB, Inc.CL A595$242.0K0.1%+595NewHistory
TRINTrinity Capital Inc.COM13,522$243.0K0.1%+13,522NewHistory
REALTheRealReal, Inc.COM33,960$243.0K0.1%+33,960NewHistory
KEXKirby CorpCOM3,606$243.0K0.1%−8,675−70.6%ReducedHistory
ACAArcosa, Inc.COM4,419$245.0K0.1%+4,419NewHistory
UHSUniversal Health Services IncCL B1,748$245.0K0.1%+1,748NewHistory
DHXDhi Group, Inc.COM43,027$246.0K0.1%+43,027NewHistory
DARDarling Ingredients Inc.COM3,164$247.0K0.1%+3,164NewHistory
UMBFUmb Financial CorpCOM2,600$249.0K0.1%+2,600NewHistory
AZTAAzenta, Inc.COM3,129$250.0K0.1%+3,129NewHistory
MURMurphy Oil CorpCOM6,200$252.0K0.1%−6,639−51.7%ReducedHistory
DVADavita Inc.COM2,186$253.0K0.1%+2,186NewHistory
DAYDayforce, Inc.COM4,012$253.0K0.1%+4,012NewHistory
CNXCNX Resources CorpCOM12,000$254.0K0.1%+12,000NewHistory
BKIBlack Knight, Inc.COM3,861$255.0K0.1%−3,945−50.5%ReducedHistory
PNTPOINT Biopharma Global Inc.COM32,368$256.0K0.1%+32,368NewHistory
VIAVViavi Solutions Inc.COM17,066$257.0K0.1%+17,066NewHistory
RADNew Rite Aid, LLCCOM30,537$257.0K0.1%+30,537NewHistory
LMNDLemonade, Inc.Stock9,983$258.0K0.1%−3,010−23.2%ReducedHistory
GOOSCanada Goose Holdings Inc.SHS SUB VTG10,400$258.0K0.1%+3,062+41.7%AddedHistory
DYDycom Industries IncCOM2,917$259.0K0.1%+2,917NewHistory
EXPEagle Materials IncCOM2,073$259.0K0.1%−1,277−38.1%ReducedHistory
BLBlackline, Inc.COM3,667$260.0K0.1%+3,667NewHistory
SHAKShake Shack Inc.CL A4,027$260.0K0.1%+4,027NewHistory
MKTWMarketwise, Inc.COM CL A60,342$261.0K0.1%+60,342NewHistory
LIDRAEye, Inc.CLASS A COM49,050$261.0K0.1%+49,050NewHistory
TPHTri Pointe Homes, Inc.COM13,566$262.0K0.1%+13,566NewHistory
IBOCInternational Bancshares CorpCOM6,446$263.0K0.1%+6,446NewHistory
NVCRNovoCure LtdORD SHS3,146$263.0K0.1%−7,548−70.6%ReducedHistory
Brookfield Asset Mgmt ReinsG16169107CL A EXCH LT VTG4,652$267.0K0.1%+4,652New–
BURLBurlington Stores, Inc.COM1,460$269.0K0.1%+1,460NewHistory
CIFRCipher Digital Inc.COM77,232$271.0K0.1%+77,232NewHistory
Golden Ocean Group LtdG39637205SHS NEW23,141$272.0K0.1%+23,141New–
ANFAbercrombie & Fitch CoCL A8,900$273.0K0.1%−11,487−56.3%ReducedHistory
PENNPENN Entertainment, Inc.COM7,012$274.0K0.1%+7,012NewHistory
VRDNViridian Therapeutics, Inc.COM14,745$275.0K0.1%+14,745NewHistory

Sold out since Q4 2021 (293)

Positions held at the end of Q4 2021 that are gone from this filing.

The largest 100 of 293 by value last quarter.

Positions of Sciencast Management LP sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
URIUnited Rentals, Inc.COM14,759$5.07M0.9%History
AZOAutoZone IncCOM2,384$4.95M0.9%History
EMREmerson Electric CoStock52,093$4.93M0.9%History
TRVTravelers Companies, Inc.Stock30,753$4.92M0.9%History
CVSCVS Health CorpStock46,719$4.90M0.9%History
MCDMcDonalds CorpStock17,999$4.87M0.9%History
PGProcter & Gamble CoStock29,515$4.85M0.9%History
DUKDuke Energy CORPStock46,265$4.84M0.9%History
SOSouthern CoStock70,216$4.84M0.9%History
PGRProgressive CorpStock46,713$4.79M0.8%History
NCLHNorwegian Cruise Line Holdings Ltd.SHS206,435$4.61M0.8%History
LULUlululemon athletica inc.Stock12,109$4.57M0.8%History
KOCoca Cola CoStock74,400$4.49M0.8%History
AMZNAmazon Com IncStock1,338$4.47M0.8%History
MOAltria Group, Inc.Stock91,076$4.45M0.8%History
KSSKOHLS CorpStock82,654$4.09M0.7%History
DLTRDollar Tree, Inc.COM27,789$3.91M0.7%History
CFCF Industries Holdings, Inc.COM52,508$3.75M0.7%History
FISFidelity National Information Services, Inc.Stock32,505$3.72M0.7%History
ISRGIntuitive Surgical IncCOM NEW10,440$3.69M0.6%History
MSMorgan StanleyStock34,621$3.59M0.6%History
WDAYWorkday, Inc.CL A14,288$3.53M0.6%History
BDXBecton Dickinson & CoStock13,896$3.50M0.6%History
RNRRenaissancere Holdings LtdCOM20,941$3.49M0.6%History
QCOMQualcomm IncStock18,750$3.41M0.6%History
HONHoneywell International IncCOM16,091$3.35M0.6%History
PEverpure, Inc.CL A104,555$3.28M0.6%History
DECKDeckers Outdoor CorpCOM9,038$3.26M0.6%History
AAPAdvance Auto Parts IncCOM12,828$3.07M0.5%History
VMWVmware LLCCL A COM25,407$3.05M0.5%History
MRKMerck & Co., Inc.Stock39,323$3.02M0.5%History
CTASCintas CorpStock7,077$3.01M0.5%History
SCIService Corp InternationalCOM42,431$2.96M0.5%History
PFGPrincipal Financial Group IncCOM38,561$2.91M0.5%History
CROXCrocs, Inc.COM22,137$2.87M0.5%History
OCOwens CorningStock30,880$2.86M0.5%History
WFCWells Fargo & CompanyStock50,639$2.67M0.5%History
DPZDominos Pizza IncCOM4,929$2.67M0.5%History
UALUnited Airlines Holdings, Inc.COM57,316$2.65M0.5%History
MTNVail Resorts IncCOM8,164$2.61M0.5%History
PFEPfizer IncStock47,631$2.60M0.5%History
LHLabcorp Holdings Inc.COM NEW8,827$2.58M0.5%History
HALHalliburton CoStock100,074$2.55M0.4%History
SSNCSS&C Technologies Holdings IncCOM29,082$2.40M0.4%History
FFord Motor CoStock100,997$2.40M0.4%History
HPQHP IncStock60,982$2.39M0.4%History
RHRHCOM4,510$2.39M0.4%History
MTCHMatch Group, Inc.COM17,484$2.28M0.4%History
CCLCarnival Corp Ltd.UNIT 99/99/9999100,152$2.18M0.4%History
KKRKKR & Co. Inc.COM29,216$2.13M0.4%History
MLMMartin Marietta Materials IncCOM4,157$1.85M0.3%History
XYLXylem Inc.COM15,692$1.85M0.3%History
IPInternational Paper CoCOM37,476$1.81M0.3%History
HCAHCA Healthcare, Inc.COM6,705$1.73M0.3%History
XYZBlock, Inc.CL A11,220$1.71M0.3%History
TWLOTwilio IncCL A6,933$1.69M0.3%History
FLYYSpirit Aviation Holdings, Inc.COM72,004$1.67M0.3%History
CIENCiena CorpCOM NEW22,156$1.67M0.3%History
ADBEAdobe Inc.Stock3,037$1.65M0.3%History
NLSNNielsen Holdings plcSHS EUR77,172$1.64M0.3%History
AAMIAcadian Asset Management Inc.COM64,286$1.63M0.3%History
KNXKnight-Swift Transportation Holdings Inc.CL A26,333$1.62M0.3%History
WECWec Energy Group, Inc.Stock16,510$1.60M0.3%History
VVisa Inc.Stock7,089$1.58M0.3%History
GSGoldman Sachs Group IncStock3,876$1.58M0.3%History
USBUS Bancorp DECOM NEW26,594$1.57M0.3%History
WSOWatsco IncCOM4,991$1.54M0.3%History
ROLRollins IncCOM45,380$1.53M0.3%History
BKRBaker Hughes CoCL A58,993$1.52M0.3%History
ELEstee Lauder Companies IncCL A4,054$1.50M0.3%History
ROKRockwell Automation, IncStock4,405$1.50M0.3%History
TFXTeleflex IncCOM4,471$1.50M0.3%History
OXYOccidental Petroleum CorpStock44,668$1.49M0.3%History
FEFirstenergy CorpCOM35,515$1.47M0.3%History
LUMNLumen Technologies, Inc.Stock113,500$1.47M0.3%History
NDSNNordson CorpCOM5,796$1.45M0.3%History
GAPGap IncCOM79,047$1.45M0.3%History
GNTXGentex CorpCOM39,634$1.44M0.3%History
RNGRingCentral, Inc.CL A7,675$1.39M0.2%History
OLNOLIN CorpStock24,688$1.38M0.2%History
IBMInternational Business Machines CorpStock9,792$1.37M0.2%History
ILMNIllumina, Inc.COM3,694$1.36M0.2%History
MRVLMarvell Technology, Inc.COM15,607$1.35M0.2%History
MASIMasimo CorpCOM4,777$1.34M0.2%History
PNWPinnacle West Capital CorpCOM18,807$1.32M0.2%History
PAASPan American Silver CorpStock53,309$1.31M0.2%History
ENPHEnphase Energy, Inc.Stock7,485$1.29M0.2%History
ZWSZurn Elkay Water Solutions CorpCOM34,278$1.27M0.2%History
BRK.BBerkshire Hathaway IncStock4,005$1.24M0.2%History
OPLNOPENLANE, Inc.COM76,095$1.23M0.2%History
KHCKraft Heinz CoStock32,121$1.19M0.2%History
FNDFloor & Decor Holdings, Inc.CL A9,100$1.17M0.2%History
ZIONZions Bancorporation, National AssociationCOM17,403$1.16M0.2%History
CHWYChewy, Inc.CL A21,362$1.15M0.2%History
DISWalt Disney CoStock7,211$1.14M0.2%History
MROMarathon Oil CorpCOM63,886$1.12M0.2%History
AYIAcuity Inc. (DE)Stock5,128$1.11M0.2%History
NINisource Inc.COM38,800$1.08M0.2%History
BFHBread Financial Holdings, Inc.COM14,889$1.05M0.2%History
EATBrinker International, IncStock27,603$1.05M0.2%History