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Entropy Technologies, LP

SEC CIK
0001976151
Latest filing
Aug 13, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only.

Institution overview
Positions
533
No filing for Q3 2023
Portfolio value
$539.5M
No filing for Q3 2023
Filed
Feb 14, 2024
SEC

Entropy Technologies, LP did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Entropy Technologies, LP in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
STZConstellation Brands, Inc.Stock22,244$5.38M1.0%––History
SLBSLB LimitedStock94,295$4.91M0.9%––History
FDSFactset Research Systems IncStock9,760$4.66M0.9%––History
MROMarathon Oil CorpCOM191,004$4.61M0.9%––History
HUMHumana IncStock10,046$4.60M0.9%––History
ACNAccenture plcStock11,631$4.08M0.8%––History
MNDYmonday.com Ltd.SHS21,614$4.06M0.8%––History
FOXAFox CorpCL A COM132,964$3.95M0.7%––History
ZSZscaler, Inc.Stock17,097$3.79M0.7%––History
MTBM&T Bank CorpCOM27,071$3.71M0.7%––History
FOURShift4 Payments, Inc.CL A49,063$3.65M0.7%––History
CTASCintas CorpStock5,870$3.54M0.7%––History
RMDResmed IncCOM20,070$3.45M0.6%––History
INTCIntel CorpStock68,155$3.42M0.6%––History
AMDAdvanced Micro Devices IncStock23,073$3.40M0.6%––History
AREAlexandria Real Estate Equities, Inc.COM26,115$3.31M0.6%––History
FIXComfort Systems USA IncCOM16,045$3.30M0.6%––History
HALHalliburton CoStock89,222$3.23M0.6%––History
RHPRyman Hospitality Properties, Inc.COM29,042$3.20M0.6%––History
GMGeneral Motors CoCOM88,195$3.17M0.6%––History
DASHDoorDash, Inc.Stock31,788$3.14M0.6%––History
UBERUber Technologies, IncStock50,959$3.14M0.6%––History
QLYSQualys, Inc.COM15,770$3.10M0.6%––History
CMICummins IncStock12,682$3.04M0.6%––History
ITGartner IncCOM6,612$2.98M0.6%––History
HESHess CorpStock20,650$2.98M0.6%––History
AFRMAffirm Holdings, Inc.COM CL A59,526$2.93M0.5%––History
CDWCDW CorpCOM12,787$2.91M0.5%––History
EGEverest Group, Ltd.COM8,121$2.87M0.5%––History
DVADavita Inc.COM27,305$2.86M0.5%––History
LULUlululemon athletica inc.Stock5,544$2.83M0.5%––History
DKNGDraftKings Inc.Stock78,762$2.78M0.5%––History
PATHUiPath, Inc.Stock110,613$2.75M0.5%––History
VRTVertiv Holdings CoCOM CL A57,037$2.74M0.5%––History
EQIXEquinix IncCOM3,359$2.71M0.5%––History
ADCAgree Realty CorpCOM41,863$2.64M0.5%––History
BBYBest Buy Co IncStock33,299$2.61M0.5%––History
TMOThermo Fisher Scientific Inc.Stock4,881$2.59M0.5%––History
JNJJohnson & JohnsonStock16,521$2.59M0.5%––History
ANFAbercrombie & Fitch CoCL A28,957$2.55M0.5%––History
ROPRoper Technologies IncStock4,620$2.52M0.5%––History
MTNVail Resorts IncCOM11,538$2.46M0.5%––History
KRKroger CoStock53,875$2.46M0.5%––History
LYBLyondellBasell Industries N.V.SHS - A -25,867$2.46M0.5%––History
VZVerizon Communications IncStock64,221$2.42M0.4%––History
AMTAmerican Tower CorpREIT11,197$2.42M0.4%––History
MCHPMicrochip Technology IncStock26,036$2.35M0.4%––History
HOLXHologic IncCOM31,124$2.22M0.4%––History
SNVSynovus Financial CorpCOM NEW58,603$2.21M0.4%––History
ODFLOld Dominion Freight Line, Inc.COM5,441$2.21M0.4%––History
MTDRMatador Resources CoCOM38,361$2.18M0.4%––History
GLGlobe Life Inc.COM17,790$2.17M0.4%––History
KKellanovaStock38,634$2.16M0.4%––History
CHHChoice Hotels International IncCOM19,029$2.16M0.4%––History
ETREntergy CorpCOM21,159$2.14M0.4%––History
XPXP Inc.CL A81,712$2.13M0.4%––History
PPGPPG Industries IncStock14,068$2.10M0.4%––History
TRUTransUnionCOM30,510$2.10M0.4%––History
YUMYum Brands IncStock16,006$2.09M0.4%––History
MHKMohawk Industries IncCOM20,075$2.08M0.4%––History
LEALear CorpCOM NEW14,713$2.08M0.4%––History
BGBunge Global SACOM SHS20,504$2.07M0.4%––History
DDSDillard's, Inc.CL A5,092$2.06M0.4%––History
TSCOTractor Supply CoCOM9,553$2.05M0.4%––History
GPCGenuine Parts CoStock14,730$2.04M0.4%––History
PGProcter & Gamble CoStock13,864$2.03M0.4%––History
BAXBaxter International IncStock52,412$2.03M0.4%––History
BKHBlack Hills CorpCOM37,403$2.02M0.4%––History
PXDPioneer Natural Resources CoCOM8,941$2.01M0.4%––History
XOMExxonMobil Holdings CorpCOM19,946$1.99M0.4%––History
FNDFloor & Decor Holdings, Inc.CL A17,663$1.97M0.4%––History
ARWArrow Electronics, Inc.COM16,064$1.96M0.4%––History
MSCIMSCI Inc.Stock3,458$1.96M0.4%––History
GLPIGaming & Leisure Properties, Inc.COM39,243$1.94M0.4%––History
DCIDonaldson Co IncStock29,502$1.93M0.4%––History
BIOBio-Rad Laboratories, Inc.CL A5,941$1.92M0.4%––History
SONSonoco Products CoCOM33,977$1.90M0.4%––History
UNHUnitedHealth Group IncStock3,604$1.90M0.4%––History
RTXRTX CorpStock22,278$1.87M0.3%––History
VEEVVeeva Systems IncStock9,694$1.87M0.3%––History
BILLBILL Holdings, Inc.Stock22,821$1.86M0.3%––History
CMCCommercial Metals CoStock36,763$1.84M0.3%––History
PMPhilip Morris International Inc.Stock19,204$1.81M0.3%––History
VMCVulcan Materials COCOM7,939$1.80M0.3%––History
GFFGriffon CorpCOM29,141$1.78M0.3%––History
COINCoinbase Global, Inc.COM CL A10,189$1.77M0.3%––History
AFLAflac IncStock21,432$1.77M0.3%––History
BSYBentley Systems IncCOM CL B33,731$1.76M0.3%––History
EWEdwards Lifesciences CorpStock23,017$1.76M0.3%––History
CRWDCrowdStrike Holdings, Inc.Stock6,868$1.75M0.3%––History
UPSUnited Parcel Service IncStock11,073$1.74M0.3%––History
RPMRPM International IncCOM15,535$1.73M0.3%––History
CCLCarnival Corp Ltd.UNIT 99/99/999993,057$1.73M0.3%––History
FSKFS KKR Capital CorpCOM86,214$1.72M0.3%––History
CHTRCharter Communications, Inc.CL A4,421$1.72M0.3%––History
GOOGLAlphabet Inc.Stock12,292$1.72M0.3%––History
SNOWSnowflake Inc.Stock8,527$1.70M0.3%––History
SMGScotts Miracle-Gro CoStock26,501$1.69M0.3%––History
TKRTimken CoCOM20,945$1.68M0.3%––History
MRSHMarsh & McLennan Companies, Inc.Stock8,845$1.68M0.3%––History