Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Neo Ivy Capital Management

Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001727783-25-000007

Total Value
$313.5M
Positions
343
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (343)

#IssuerTicker / CUSIPSharesValue% of Filing
1FORD MTR CO345370860351,942$3.8M1.22%
2SCHLUMBERGER LTDSLB112,710$3.8M1.22%
3NVIDIA CORPORATIONNVDA24,112$3.8M1.22%
4MICRON TECHNOLOGY INCMU30,875$3.8M1.21%
5PALANTIR TECHNOLOGIES INCPLTR24,513$3.3M1.07%
6NEWMONT CORPNEMCL57,216$3.3M1.06%
7ALPHABET INCGOOG18,192$3.2M1.03%
8WALMART INCWMT32,452$3.2M1.01%
9BORGWARNER INCBWA90,347$3.0M0.96%
10MARVELL TECHNOLOGY INCMRVL38,190$3.0M0.94%
11CADENCE BANK12740C10392,428$3.0M0.94%
12TOAST INCTOST66,708$3.0M0.94%
13V F CORPVFC251,080$3.0M0.94%
14PFIZER INCPFE121,284$2.9M0.94%
15TIDEWATER INC NEWTDGMW63,081$2.9M0.93%
16MIRION TECHNOLOGIES INCMIR132,188$2.8M0.91%
17HIMS & HERS HEALTH INCHIMS56,945$2.8M0.91%
18RIVIAN AUTOMOTIVE INCRIVN206,353$2.8M0.90%
19MERCURY SYS INCMRCY50,632$2.7M0.87%
20CATALYST PHARMACEUTICALS INCCPRX125,627$2.7M0.87%
21BRINKER INTL INC10964110015,070$2.7M0.87%
22COMCAST CORP NEWCCZ75,548$2.7M0.86%
23PHILLIPS 66PSX22,494$2.7M0.86%
24APA CORPORATIONAPA146,136$2.7M0.85%
25CNH INDL N VN20944109201,003$2.6M0.83%
26URANIUM ENERGY CORPUEC382,961$2.6M0.83%
27WAYFAIR INCW50,235$2.6M0.82%
28CONSOLIDATED EDISON INCED25,254$2.5M0.81%
29TAYLOR MORRISON HOME CORPTMHC40,872$2.5M0.80%
30TUTOR PERINI CORPTPC53,236$2.5M0.79%
31ZOETIS INCZTS15,836$2.5M0.79%
32RTX CORPORATIONRTX16,568$2.4M0.77%
33FRESHWORKS INCFRSH161,801$2.4M0.77%
34DUN & BRADSTREET HLDGS INC26484T106264,939$2.4M0.77%
35ACCENTURE PLC IRELANDACN7,947$2.4M0.76%
36STATE STR CORPSTT-PG21,046$2.2M0.71%
37PRUDENTIAL FINL INCPUKPF20,508$2.2M0.70%
38AT&T INCT-PC75,588$2.2M0.70%
39ARROWHEAD PHARMACEUTICALS INARWR138,081$2.2M0.70%
40KENVUE INCKVUE100,160$2.1M0.67%
41FRONTLINE PLCFRO121,737$2.0M0.64%
42AMAZON COM INCAMZN8,918$2.0M0.62%
43PERMIAN RESOURCES CORPPR141,510$1.9M0.61%
44BLOOM ENERGY CORPBE80,555$1.9M0.61%
45MOODYS CORPMCO3,840$1.9M0.61%
46HECLA MNG CO422704106321,385$1.9M0.61%
47MOTOROLA SOLUTIONS INCMSI4,576$1.9M0.61%
48TAKE-TWO INTERACTIVE SOFTWARTTWO7,913$1.9M0.61%
49BECTON DICKINSON & COBDX11,150$1.9M0.61%
50LINDE PLCLIN4,089$1.9M0.61%
51ATLASSIAN CORPORATIONTEAM9,440$1.9M0.61%
52OSCAR HEALTH INCOSCR88,680$1.9M0.61%
53UIPATH INCPATH148,369$1.9M0.61%
54COCA COLA COKO26,758$1.9M0.60%
55UNIVERSAL HLTH SVCS INC91390310010,432$1.9M0.60%
56CHEVRON CORP NEWCVX13,196$1.9M0.60%
57AVANTOR INCAVTR140,372$1.9M0.60%
58STARBUCKS CORPSBUX20,566$1.9M0.60%
59COLUMBIA SPORTSWEAR COCOLM30,387$1.9M0.59%
60TRIUMPH GROUP INC NEW89681810172,064$1.9M0.59%
61ZETA GLOBAL HOLDINGS CORPZETA117,785$1.8M0.58%
62PAYCHEX INCPAYX12,411$1.8M0.58%
63SOUTHWEST AIRLS CO84474110854,958$1.8M0.57%
64INSMED INCINSM17,256$1.7M0.55%
65JOHNSON & JOHNSONJNJ10,964$1.7M0.53%
66APPLE INCAAPL8,156$1.7M0.53%
67NOV INCNOV133,616$1.7M0.53%
68ENTERGY CORP NEWENO19,976$1.7M0.53%
69TARGET CORPTGT16,640$1.6M0.52%
70WORKDAY INCWDAY6,560$1.6M0.50%
71PRIVIA HEALTH GROUP INCPRVA67,526$1.6M0.50%
72LYONDELLBASELL INDUSTRIES NLYB26,292$1.5M0.49%
73WARNER BROS DISCOVERY INCWBD130,814$1.5M0.48%
74MGM RESORTS INTERNATIONALMGM43,312$1.5M0.48%
75CARMAX INCKMX22,160$1.5M0.48%
76INTEL CORPINTC66,483$1.5M0.48%
77MORGAN STANLEYMS-PQ10,430$1.5M0.47%
78KYNDRYL HLDGS INCKD35,011$1.5M0.47%
79AVIDXCHANGE HOLDINGS INC05368X102147,848$1.4M0.46%
80XP INCXP71,499$1.4M0.46%
81DECKERS OUTDOOR CORPDECK13,894$1.4M0.46%
82ALBEMARLE CORPALB-PA22,841$1.4M0.46%
83CONFLUENT INC20717M10357,352$1.4M0.46%
84ADT INC DELADT167,036$1.4M0.45%
85COEUR MNG INC192108504159,006$1.4M0.45%
86TRAVEL PLUS LEISURE CO89416410227,160$1.4M0.45%
87HESS CORPHESM9,825$1.4M0.43%
88ORGANON & COOGN130,136$1.3M0.40%
89HALOZYME THERAPEUTICS INCHALO24,073$1.3M0.40%
90WESTERN UN COWU148,043$1.2M0.40%
91UNITED AIRLS HLDGS INCUNTCW15,366$1.2M0.39%
92VISA INCV3,393$1.2M0.38%
93LABCORP HOLDINGS INCLH4,572$1.2M0.38%
94US BANCORP DELUSB-PS25,787$1.2M0.37%
95ASANA INCASAN86,312$1.2M0.37%
96GENERAL MTRS CO37045V10023,252$1.1M0.37%
97REVOLUTION MEDICINES INCRVMDW30,910$1.1M0.36%
98EXELON CORPEXC26,056$1.1M0.36%
99HALLIBURTON COHAL55,481$1.1M0.36%
100DRAFTKINGS INC NEWDKNG26,275$1.1M0.36%
101PTC THERAPEUTICS INCPTCT23,067$1.1M0.36%
102MAREX GROUP PLCMRX28,520$1.1M0.36%
103EOG RES INCEOG9,395$1.1M0.36%
104COLGATE PALMOLIVE COCL12,344$1.1M0.36%
105ROSS STORES INCROST8,792$1.1M0.36%
106AIRBNB INCABNB8,456$1.1M0.36%
107CHORD ENERGY CORPORATIONCHRD11,547$1.1M0.36%
108FORTUNE BRANDS INNOVATIONS IFBIN21,680$1.1M0.36%
109MIDDLEBY CORPMIDD7,732$1.1M0.36%
110CITIGROUP INCC-PR12,880$1.1M0.35%
111COUPANG INCCPNG36,408$1.1M0.35%
112BANK AMERICA CORP06050510422,824$1.1M0.34%
113FMC CORPFMC25,683$1.1M0.34%
114PATTERSON-UTI ENERGY INCPTEN178,584$1.1M0.34%
115ESSENT GROUP LTDESNT17,356$1.1M0.34%
116PILGRIMS PRIDE CORPPPC23,244$1.0M0.33%
117VAIL RESORTS INCMTN6,640$1.0M0.33%
118BLOCK H & R INCBSQKZ18,292$1.0M0.32%
119OMNICOM GROUP INCOMC13,777$991,1170.32%
120LIBERTY GLOBAL LTDLBTYK96,417$965,1340.31%
121FISERV INCFISV5,588$963,4270.31%
122NIKE INCNKE13,556$963,0180.31%
123PEPSICO INCPEP7,153$944,4820.30%
124MASCO CORPMAS14,590$939,0120.30%
125OREILLY AUTOMOTIVE INC67103H10710,414$938,6130.30%
126CENTENE CORP DELCNC17,102$928,2960.30%
127GEO GROUP INC NEWGEO38,443$920,7090.29%
128INTERPUBLIC GROUP COS INCINTR37,320$913,5930.29%
129KYMERA THERAPEUTICS INCKYMR20,499$894,5760.29%
130QUEST DIAGNOSTICS INCDGX4,910$881,9830.28%
131SNOWFLAKE INCSNOW3,904$873,5980.28%
132GE VERNOVA INCGEV1,620$857,2230.27%
133SUMMIT THERAPEUTICS INCSMMT40,169$854,7960.27%
134AGCO CORPAGCO7,923$817,3360.26%
135ROIVANT SCIENCES LTDROIV72,030$811,7780.26%
136BIOCRYST PHARMACEUTICALS INCBCRX90,364$809,6610.26%
137PAYONEER GLOBAL INCPAYO117,692$806,1900.26%
138FIRST SOLAR INCFSLR4,828$799,2270.25%
139BOSTON SCIENTIFIC CORPBSX7,392$793,9740.25%
140KEYSIGHT TECHNOLOGIES INCKEYS4,838$792,7540.25%
141VAXCYTE INCPCVX24,241$788,0740.25%
142CUBESMARTCUBE18,630$782,0870.25%
143RALPH LAUREN CORPRL2,812$771,2750.25%
144AMERICAN WTR WKS CO INC NEW0304201035,531$769,4170.25%
145MERCK & CO INCMRK9,718$769,2760.25%
146FIRSTENERGY CORPFE19,104$769,1270.25%
147TJX COS INC NEW8725401096,228$769,0950.25%
148ONEOK INC NEWOKE9,420$768,9540.25%
149PHILIP MORRIS INTL INC7181721094,220$768,5880.25%
150EXPEDITORS INTL WASH INC3021301096,724$768,2170.25%
151MARSH & MCLENNAN COS INC5717481023,510$767,4260.24%
152FRONTIER COMMUNICATIONS PARE35909D10921,064$766,7290.24%
153COPART INCCPRT15,472$759,2110.24%
154GALLAGHER ARTHUR J & CO3635761092,251$720,5900.23%
155MEDTRONIC PLCMDT8,251$719,2390.23%
156APPLIED INDL TECHNOLOGIES IN03820C1053,092$718,7350.23%
157EATON CORP PLCETN1,993$711,4810.23%
158HEALTHCARE RLTY TR42226K10544,672$708,4970.23%
159FIDELITY NATIONAL FINANCIALFNF12,588$705,6830.23%
160NORTHERN TR CORPNTRSO5,545$703,0500.22%
161AVISTA CORPAVA18,448$700,1010.22%
162GCM GROSVENOR INCGCMG60,403$698,2580.22%
163COGNEX CORPCGNX21,992$697,5860.22%
1643M COMMM4,467$680,0560.22%
165CVR ENERGY INCCVI24,619$661,0200.21%
166BRISTOL-MYERS SQUIBB COCELG-RI14,187$656,7160.21%
167AMGEN INCAMGN2,337$652,5130.21%
168SS&C TECHNOLOGIES HLDGS INCSSNC7,732$640,2090.20%
169SYNCHRONY FINANCIALSYF-PB9,588$639,9030.20%
170WESTERN DIGITAL CORPWDC9,992$639,3880.20%
171UNION PAC CORPUNP2,777$638,9320.20%
172RADIAN GROUP INCRDN17,723$638,3820.20%
173CLEARWAY ENERGY INCCWEN-A19,614$627,6480.20%
174EXLSERVICE HOLDINGS INCEXLS14,300$626,1970.20%
175AVEPOINT INCAVPT32,424$626,1070.20%
176RAMBUS INC DELRMBS9,740$623,5540.20%
177OPTION CARE HEALTH INCOPCH18,582$603,5430.19%
178PARSONS CORP DELPSN8,222$590,0920.19%
179PHILLIPS EDISON & CO INCPECO16,659$583,5640.19%
180INDEPENDENCE RLTY TR INC45378A10632,867$581,4170.19%
181DOXIMITY INCDOCS9,406$576,9640.18%
182EXELIXIS INCEXEL12,830$565,4820.18%
183ECHOSTAR CORPSATS20,408$565,3010.18%
184XPO INCXPO4,393$554,7910.18%
185EQUITY LIFESTYLE PPTYS INC29472R1088,801$542,7570.17%
186ANTERO RESOURCES CORPAR13,209$532,0580.17%
187BURFORD CAP LTDBUR35,254$502,7220.16%
188JPMORGAN CHASE & CO.VYLD1,657$480,3800.15%
189TYSON FOODS INCTSN8,582$480,0770.15%
190SOUTHSTATE CORPORATIONSSB5,200$478,5560.15%
191FIVE BELOW INCFIVE3,643$477,8880.15%
192BALL CORPBALL8,486$475,9790.15%
193STERLING INFRASTRUCTURE INCSTRL2,062$475,7650.15%
194GODADDY INCGDDY2,612$470,3160.15%
195COSTAR GROUP INCCSGP5,752$462,4600.15%
196ALKERMES PLCALKS16,150$462,0510.15%
197RB GLOBAL INCRBA4,244$450,6700.14%
198HYATT HOTELS CORPH3,217$449,2540.14%
199BOEING COBA-PA2,144$449,2320.14%
200MONSTER BEVERAGE CORP NEWMNST7,161$448,5650.14%
201DOW INCDOW16,788$444,5460.14%
202KINETIK HOLDINGS INCKNTK10,067$443,4510.14%
203BLOCK INCBSQKZ6,345$431,0150.14%
204LYFT INCLYFT27,270$429,7750.14%
205CG ONCOLOGY INCCGON15,758$409,7080.13%
206MOLSON COORS BEVERAGE COTAP-A8,475$407,5620.13%
207AMERICAN AIRLS GROUP INC02376R10236,038$404,3460.13%
208WESTLAKE CORPORATIONWLK5,318$403,7950.13%
209EXACT SCIENCES CORP30063P1057,556$401,5250.13%
210SPIRIT AEROSYSTEMS HLDGS INC84857410910,507$400,8420.13%
211COCA-COLA EUROPACIFIC PARTNECCEP4,323$400,8280.13%
212YUM BRANDS INCYUM2,705$400,8260.13%
213ADOBE INCADBE1,036$400,8070.13%
214LIGHT & WONDER INCLAWIL4,161$400,5370.13%
215BXP INCBXP5,936$400,5010.13%
216ULTA BEAUTY INCULTA856$400,4530.13%
217MCCORMICK & CO INCMKC-V5,281$400,4050.13%
218PEGASYSTEMS INCPEGA7,401$400,3940.13%
219HERSHEY COHSY2,412$400,2710.13%
220GOLAR LNG LTDGLNG9,715$400,1600.13%
221TERADYNE INCTER4,446$399,7840.13%
222THE CAMPBELLS COMPANYCPB13,033$399,4610.13%
223STEPSTONE GROUP INCSTEP7,193$399,2110.13%
224MOSAIC CO NEWMOS10,937$398,9810.13%
225FEDEX CORPFDX1,753$398,4740.13%
226KNIFE RIVER CORPKNF4,870$397,5860.13%
227CARNIVAL CORPCUKPF14,104$396,6040.13%
228PENN ENTERTAINMENT INCPENN21,840$390,2800.12%
229STRYKER CORPORATIONSYK968$382,9690.12%
230UGI CORP NEW90268110510,190$371,1190.12%
231NEWELL BRANDS INCNWL68,337$369,0190.12%
232AVIS BUDGET GROUPCAR2,182$368,8670.12%
233SABRA HEALTH CARE REIT INCSBRA19,985$368,5230.12%
234THERMO FISHER SCIENTIFIC INCTMO907$367,7520.12%
235MISTER CAR WASH INCMCW59,620$358,3160.11%
236BROADCOM INCAVGO1,289$355,3120.11%
237GARMIN LTDGRMN1,692$353,1540.11%
238KBR INCKBR7,348$352,2630.11%
239INTERNATIONAL PAPER CO4601461037,176$336,0520.11%
240POTLATCHDELTIC CORPORATION7376301038,638$331,4400.11%
241FOOT LOCKER INC34484910413,235$324,2570.10%
242LEIDOS HOLDINGS INCLDOS2,028$319,9370.10%
243GXO LOGISTICS INCORPORATEDGXO6,532$318,1080.10%
244CAPITAL ONE FINL CORP14040H1051,483$315,5230.10%
245EXPEDIA GROUP INCEXPE1,867$314,9250.10%
246GLOBUS MED INCGMED5,315$313,6910.10%
247URBAN OUTFITTERS INCURBN4,302$312,0670.10%
248GAMING & LEISURE PPTYS INC36467J1086,676$311,6350.10%
249ETSY INCETSY6,150$308,4840.10%
250GENERAL DYNAMICS CORPGD1,038$302,7430.10%
251DANA INCDAN17,292$296,5570.09%
252BIOMARIN PHARMACEUTICAL INCBMRN5,254$288,8120.09%
253STANLEY BLACK & DECKER INCSWK4,224$286,1760.09%
254HASBRO INCHAS3,835$283,0990.09%
255FLOWSERVE CORPFLS5,299$277,4020.09%
256AMEREN CORPAEE2,793$268,2390.09%
257ZIMMER BIOMET HOLDINGS INCZBH2,907$265,1470.08%
258TTM TECHNOLOGIES INCTTMI6,420$262,0640.08%
259GLOBAL BUSINESS TRAVEL GROUPGBTG40,800$257,0400.08%
260LIFESTANCE HEALTH GROUP INCLFST49,582$256,3380.08%
261APPLOVIN CORPAPP720$252,0570.08%
262PROCEPT BIOROBOTICS CORPPRCT4,238$244,1080.08%
263MOLINA HEALTHCARE INCMOH808$240,7030.08%
264GENPACT LIMITEDG5,208$229,2040.07%
265MUELLER WTR PRODS INC6247581089,174$220,5420.07%
266KIMCO RLTY CORP49446R10910,275$215,9800.07%
267ALEXANDRIA REAL ESTATE EQ IN0152711092,948$214,1130.07%
268HAYWARD HLDGS INCHAYW15,164$209,2630.07%
269LULULEMON ATHLETICA INCLULU878$208,5950.07%
270WASTE CONNECTIONS INCWCN1,105$206,3250.07%
271SILGAN HLDGS INCSLGN3,744$202,8490.06%
272RITHM CAPITAL CORPRITM-PF17,363$196,0280.06%
273DOUBLEVERIFY HLDGS INCDV13,054$195,4180.06%
274ZOOMINFO TECHNOLOGIES INCGTM19,184$194,1420.06%
275INTERNATIONAL BUSINESS MACHSINTR652$192,1960.06%
276CIRRUS LOGIC INCCRUS1,745$181,9240.06%
277TRI POINTE HOMES INCTPH5,648$180,4530.06%
278AON PLCAON497$177,3090.06%
279MOHAWK INDS INC6081901041,689$177,0740.06%
280CINEMARK HLDGS INCCNK5,649$170,4860.05%
281IQVIA HLDGS INCIQV1,067$168,1480.05%
282MERIT MED SYS INC5898891041,729$161,6260.05%
283LPL FINL HLDGS INC50212V100408$152,9870.05%
284VIAVI SOLUTIONS INCVIAV15,163$152,6910.05%
285ANALOG DEVICES INCADI598$142,3350.05%
286LAS VEGAS SANDS CORPLVS3,112$135,4030.04%
287PAYCOM SOFTWARE INCPAYC568$131,4350.04%
288JACOBS SOLUTIONS INCJ953$125,2710.04%
289UNITED PARKS & RESORTS INCPRKS2,600$122,5900.04%
290MCDONALDS CORPMCD393$114,8220.04%
291RAYMOND JAMES FINL INC754730109702$107,3140.03%
292CORCEPT THERAPEUTICS INCCORT1,419$104,1540.03%
293POST HLDGS INCPOST886$96,6000.03%
294INVESCO LTDIVZ5,963$94,0360.03%
295CARETRUST REIT INCCTRE3,073$94,0330.03%
296INTAPP INCINTA1,755$90,5930.03%
297ORMAT TECHNOLOGIES INCORA1,076$90,1250.03%
298TERADATA CORP DELTDC4,019$89,6630.03%
299BLACK HILLS CORPBKH1,568$87,9640.03%
300RADNET INCRDNT1,539$87,5840.03%
301ACV AUCTIONS INCACVA5,371$87,1170.03%
302CVS HEALTH CORPCVS1,254$86,5000.03%
303MOELIS & COMC1,206$75,1570.02%
304ARCH CAP GROUP LTDG0450A105804$73,2040.02%
305KEMPER CORPKMPB1,067$68,8640.02%
306CROWN HLDGS INCCCK617$63,5380.02%
307HEXCEL CORP NEW4282911081,112$62,8160.02%
308OLD REP INTL CORP6802231041,472$56,5830.02%
309AMDOCS LTDDOX587$53,5570.02%
310O-I GLASS INCOI3,492$51,4720.02%
311WYNN RESORTS LTDWYNN510$47,7710.02%
312UNDER ARMOUR INCUA6,510$44,4630.01%
313TANGER INCSKT1,312$40,1200.01%
314SERVICE CORP INTL817565104414$33,6990.01%
315TE CONNECTIVITY PLCTEL180$30,3600.01%
316DROPBOX INCDBX1,049$30,0010.01%
317CHARLES RIV LABS INTL INC159864107192$29,1320.01%
318EVERSOURCE ENERGYES414$26,3380.01%
319VIRTU FINL INC928254101505$22,6180.01%
320RINGCENTRAL INCRNG777$22,0270.01%
321AIR LEASE CORPAIIR364$21,2900.01%
322KITE RLTY GROUP TR49803T300848$19,2070.01%
323AMERICAN FINL GROUP INC OHIO025932104152$19,1830.01%
324PAYPAL HLDGS INCPYPL252$18,7280.01%
325CNA FINL CORP126117100374$17,4020.01%
326ACI WORLDWIDE INCACIW321$14,7370.00%
327AMBARELLA INCAMBA177$11,6930.00%
328HEALTHPEAK PROPERTIES INCDOC657$11,5040.00%
329RUSH STREET INTERACTIVE INCRSI638$9,5060.00%
330HA SUSTAINABLE INFRA CAP INC41068X100276$7,4130.00%
331GRAPHIC PACKAGING HLDG COGPK308$6,4890.00%
332ROBLOX CORPRBLX59$6,2060.00%
333CRINETICS PHARMACEUTICALS INCRNX176$5,0610.00%
334LOEWS CORPL54$4,9490.00%
335INSPIRE MED SYS INC45773010932$4,1520.00%
336FRANKLIN RESOURCES INCBEN139$3,3150.00%
337GE AEROSPACE36960430111$2,8310.00%
338BANK NEW YORK MELLON CORP06405810020$1,8220.00%
339SONOCO PRODS CO83549510235$1,5240.00%
340DRIVEN BRANDS HLDGS INCDRVN73$1,2810.00%
341GITLAB INCGTLB27$1,2170.00%
342UFP INDUSTRIES INCUFPI12$1,1920.00%
343ASHLAND INCASH17$8540.00%