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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

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

Concentric Capital Strategies, LP

Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001851869-26-000002

Total Value
$2.08B
Positions
249
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (249)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY724,488$494.0M23.75%
2UNITED PARCEL SERVICE INCUPS635,200$63.0M3.03%
3COMCAST CORP NEWCCZ1,289,000$38.5M1.85%
4MICROSOFT CORPMSFT74,749$36.2M1.74%
5AMAZON COM INCAMZN137,150$31.7M1.52%
6BOISE CASCADE CO DELBCC425,179$31.3M1.50%
7MADISON SQUARE GRDN SPRT COR55825T103120,256$31.1M1.50%
8AFFILIATED MANAGERS GROUP INMGRE99,955$28.8M1.39%
9LINDE PLCLIN53,302$22.7M1.09%
10BERKSHIRE HATHAWAY INC DELBRK-A41,440$20.8M1.00%
11FTAI AVIATION LTDFTAIN105,177$20.7M1.00%
12NVIDIA CORPORATIONNVDA109,364$20.4M0.98%
13NXP SEMICONDUCTORS N VNXPI92,325$20.0M0.96%
14ALPHABET INCGOOG62,550$19.6M0.94%
15AMETEK INCAME92,281$18.9M0.91%
16ATI INCATI161,956$18.6M0.89%
17ROLLINS INCROL305,923$18.4M0.88%
18LAM RESEARCH CORPLRCX101,760$17.4M0.84%
19SPOTIFY TECHNOLOGY S ASPOT29,303$17.0M0.82%
20BARCLAYS BANK PLCVXZ639,725$16.9M0.81%
21CISCO SYS INCCSCO217,891$16.8M0.81%
22ASHLAND INCASH282,919$16.6M0.80%
23APPLE INCAAPL61,008$16.6M0.80%
24MKS INC.MKSI102,590$16.4M0.79%
25SELECT SECTOR SPDR TR81369Y209104,643$16.2M0.78%
26FIGURE TECHNOLOGY SOLUTIOFGRS378,719$15.5M0.74%
27IDEX CORP45167R10482,400$14.7M0.70%
28APPLIED MATLS INC03822210556,555$14.5M0.70%
29MICRON TECHNOLOGY INCMU48,882$14.0M0.67%
30LOGITECH INTL S AH50430232134,500$13.5M0.65%
31JOHNSON CTLS INTL PLCG51502105112,520$13.5M0.65%
32WESCO INTL INC95082P10554,679$13.4M0.64%
33JABIL INCJBL58,597$13.4M0.64%
34CSX CORPCSX368,457$13.4M0.64%
35PARKER-HANNIFIN CORPPH15,079$13.3M0.64%
36CITIGROUP INCC-PR113,476$13.2M0.64%
37MORGAN STANLEYMS-PQ74,574$13.2M0.64%
38ECOLAB INCECL50,318$13.2M0.64%
39CARRIER GLOBAL CORPORATIONCARR248,400$13.1M0.63%
40KEYSIGHT TECHNOLOGIES INCKEYS64,345$13.1M0.63%
41ALBEMARLE CORPALB-PA91,881$13.0M0.62%
42CHEWY INCCHWY387,375$12.8M0.62%
43RALLIANT CORPRAL249,146$12.7M0.61%
44SONOCO PRODS CO835495102289,417$12.6M0.61%
45MAXIMUS INCMMS145,014$12.5M0.60%
46CORNING INCGLW142,805$12.5M0.60%
47TD SYNNEX CORPORATIONSNX78,194$11.7M0.56%
48NRG ENERGY INCNRG73,038$11.6M0.56%
49DISNEY WALT CO254687106101,171$11.5M0.55%
50SALESFORCE INCCRM43,401$11.5M0.55%
51PENNYMAC FINL SVCS INC NEW70932M10786,478$11.4M0.55%
52SCHWAB CHARLES CORPSCHW-PJ113,500$11.3M0.55%
53COOPER COS INC216648501135,663$11.1M0.53%
54WAYFAIR INCW110,305$11.1M0.53%
55GENERAL DYNAMICS CORPGD32,578$11.0M0.53%
56BLACKROCK INCBLK10,179$10.9M0.52%
57YUM BRANDS INCYUM71,706$10.8M0.52%
58CADENCE DESIGN SYSTEM INCCDNS34,467$10.8M0.52%
59ROCKWELL AUTOMATION INCROK27,653$10.8M0.52%
60GFL ENVIRONMENTAL INCGFL248,976$10.7M0.51%
61TIMKEN COTKR124,316$10.5M0.50%
62DONALDSON INCDCI117,103$10.4M0.50%
63CORE & MAIN INCCNM199,632$10.4M0.50%
64SPDR SERIES TRUST78464A888100,117$10.3M0.50%
65PHILIP MORRIS INTL INC71817210963,766$10.2M0.49%
66AIRBNB INCABNB74,562$10.1M0.49%
67UWM HOLDINGS CORPORATIONUWMC2,251,999$9.9M0.47%
68UNITED PARCEL SERVICE INCUPS96,247$9.5M0.46%
69CARNIVAL CORPCUKPF310,413$9.5M0.46%
70ELEMENT SOLUTIONS INCESI373,897$9.3M0.45%
71NVENT ELECTRIC PLCNVT89,482$9.1M0.44%
72STANLEY BLACK & DECKER INCSWK122,836$9.1M0.44%
73BLOOM ENERGY CORPBE103,456$9.0M0.43%
74CARLISLE COS INC14233910027,875$8.9M0.43%
75POOL CORPPOOL38,453$8.8M0.42%
76GE VERNOVA INCGEV13,414$8.8M0.42%
77LYONDELLBASELL INDUSTRIES NLYB202,100$8.8M0.42%
78MATERION CORPMTRN61,538$7.7M0.37%
79PLEXUS CORPPLXS51,998$7.6M0.37%
80LITHIA MTRS INC53679710322,688$7.5M0.36%
81TESLA INCTSLA16,180$7.3M0.35%
82NETGEAR INCNTGR286,176$7.0M0.34%
83AMPHENOL CORP NEW03209510151,675$7.0M0.34%
84SEALED AIR CORP NEWSE168,400$7.0M0.34%
85FLEX LTDFLEX106,913$6.5M0.31%
86SILICON MOTION TECHNOLOGY COSIMO69,044$6.4M0.31%
87CRH PLCCRH51,139$6.4M0.31%
88MIDDLEBY CORPMIDD41,965$6.2M0.30%
89LUMENTUM HLDGS INCLITE16,175$6.0M0.29%
90JOHNSON & JOHNSONJNJ28,235$5.8M0.28%
91LIVE NATION ENTERTAINMENT INLYV40,332$5.7M0.28%
92LIBERTY MEDIA CORP DELFWONB58,200$5.7M0.28%
93SOLSTICE ADVANCED MATLS INC83443Q103116,950$5.7M0.27%
94TALEN ENERGY CORPTLN15,122$5.7M0.27%
95WASTE MGMT INC DEL94106L10925,049$5.5M0.26%
96COHERENT CORPCOHR29,697$5.5M0.26%
97REPUBLIC SVCS INC76075910025,416$5.4M0.26%
98FASTENAL COFAST133,979$5.4M0.26%
99WW GRAINGER INC3848021045,288$5.3M0.26%
100REDDIT INCRDDT22,657$5.2M0.25%
101SNAP INCSNAP628,400$5.1M0.24%
102FORTREA HLDGS INCFTRE293,924$5.1M0.24%
103OKTA INCOKTA57,394$5.0M0.24%
104RAYONIER INCRYN227,288$4.9M0.24%
105VISA INCV13,366$4.7M0.23%
106MASTERCARD INCORPORATEDMA8,194$4.7M0.22%
107STIFEL FINL CORP86063010234,271$4.3M0.21%
108SOLARIS ENERGY INFRAS INCSEI92,549$4.3M0.20%
109POTLATCHDELTIC CORPORATION737630103104,841$4.2M0.20%
110BLUELINX HLDGS INCBXC67,696$4.2M0.20%
111CAPITAL ONE FINL CORP14040H10516,376$4.0M0.19%
112DELTA AIR LINES INC DELDAL56,283$3.9M0.19%
113RBC BEARINGS INCRBC8,400$3.8M0.18%
114BWX TECHNOLOGIES INCBWXT21,578$3.7M0.18%
115UNITED AIRLS HLDGS INCUNTCW32,385$3.6M0.17%
116AMERICAN AXLE & MFG HLDGS IN024061103563,311$3.6M0.17%
117EAGLE MATLS INC26969P10817,413$3.6M0.17%
118MACOM TECH SOLUTIONS HLDGS I55405Y10020,930$3.6M0.17%
119RESIDEO TECHNOLOGIES INCREZI100,918$3.5M0.17%
120XYLEM INCXYL23,370$3.2M0.15%
121CAMECO CORPCCJ33,332$3.0M0.15%
122LISTED FDS TR53656G49846,109$3.0M0.15%
123AMERICAN EXPRESS COAXP8,172$3.0M0.15%
124APTARGROUP INCATR24,416$3.0M0.14%
125PTC INCPTC16,794$2.9M0.14%
126COSTCO WHSL CORP NEW22160K1053,364$2.9M0.14%
127TTM TECHNOLOGIES INCTTMI40,968$2.8M0.14%
128MARTIN MARIETTA MATLS INC5732841064,519$2.8M0.14%
129AEROVIRONMENT INCAVAV11,341$2.7M0.13%
130KRATOS DEFENSE & SEC SOLUTIO50077B20735,293$2.7M0.13%
131INTUITIVE MACHINES INCLUNR155,459$2.5M0.12%
132RELIANCE INCRS8,574$2.5M0.12%
133MCCORMICK & CO INCMKC-V35,808$2.4M0.12%
134SYSCO CORPSYY32,843$2.4M0.12%
135INTERNATIONAL BUSINESS MACHSINTR8,099$2.4M0.12%
136HERSHEY COHSY12,720$2.3M0.11%
137VULCAN MATLS CO9291601098,113$2.3M0.11%
138AUTODESK INCADSK7,774$2.3M0.11%
139ECHOSTAR CORPSATS20,655$2.2M0.11%
140PLANET LABS PBCPL-WT113,394$2.2M0.11%
141KARMAN HLDGS INCKRMN30,369$2.2M0.11%
142GE AEROSPACE3696043017,194$2.2M0.11%
143INTEL CORPINTC59,785$2.2M0.11%
144SHERWIN WILLIAMS COSHW6,770$2.2M0.11%
145AST SPACEMOBILE INCASTS29,603$2.2M0.10%
146REDWIRE CORPORATIONRDW279,970$2.1M0.10%
147GSI TECHNOLOGY INCGSIT340,664$2.1M0.10%
148VOYAGER TECHNOLOGIES INCVOYG80,880$2.1M0.10%
149UBER TECHNOLOGIES INCUBER25,813$2.1M0.10%
150CLOROX CO DELCLX20,496$2.1M0.10%
151FIREFLY AEROSPACE INCFLY92,142$2.1M0.10%
152UNUSUAL MACHS INC91532F102161,097$2.1M0.10%
153META PLATFORMS INCMETA3,091$2.0M0.10%
154ISHARES TR46429B69721,525$2.0M0.10%
155SCIENCE APPLICATIONS INTL CO80862510719,928$2.0M0.10%
156FERGUSON ENTERPRISES INCFERG8,949$2.0M0.10%
157BOEING COBA-PA8,929$1.9M0.09%
158ONDAS HLDGS INCONDS198,525$1.9M0.09%
159WEDBUSH SER TR94791310960,542$1.9M0.09%
160PACKAGING CORP AMER6951561099,238$1.9M0.09%
161WOODWARD INCWWD6,204$1.9M0.09%
162TELEDYNE TECHNOLOGIES INCTDY3,623$1.9M0.09%
163ADVANCED MICRO DEVICES INCAMD8,635$1.8M0.09%
164ISHARES TR46428878613,423$1.8M0.09%
165NUTANIX INCNTNX35,295$1.8M0.09%
166CACI INTL INC1271903043,395$1.8M0.09%
167APPLIED INDL TECHNOLOGIES IN03820C1056,935$1.8M0.09%
168TEXTRON INCTXT20,410$1.8M0.09%
169AXON ENTERPRISE INCAXON3,087$1.8M0.08%
170COCA COLA COKO25,064$1.8M0.08%
171PALANTIR TECHNOLOGIES INCPLTR9,602$1.7M0.08%
172ENOVIX CORPORATIONENVX229,233$1.7M0.08%
173AGCO CORPAGCO15,602$1.6M0.08%
174RED CAT HLDGS INCRCAT204,729$1.6M0.08%
175CINTAS CORPCTAS8,632$1.6M0.08%
176ASML HOLDING N VASMLF1,514$1.6M0.08%
177HEICO CORP NEWHEI-A4,970$1.6M0.08%
178APPLIED OPTOELECTRONICS INCAAOI46,021$1.6M0.08%
179MOOG INCMOG-B6,578$1.6M0.08%
180DRAGANFLY INC.DPRO227,016$1.6M0.08%
181CARPENTER TECHNOLOGY CORPCRS4,714$1.5M0.07%
182ROGERS CORPROG16,032$1.5M0.07%
183LATTICE SEMICONDUCTOR CORPLSCC19,851$1.5M0.07%
184SERVICETITAN INCTTAN13,683$1.5M0.07%
185SEALED AIR CORP NEWSE35,120$1.5M0.07%
186LIONSGATE STUDIOS CORPLION156,897$1.4M0.07%
187DXP ENTERPRISES INCDXPE12,745$1.4M0.07%
188COMPOSECURE INC20459V10570,207$1.4M0.07%
189WALMART INCWMT11,987$1.3M0.06%
190HUT 8 CORPHUT28,483$1.3M0.06%
191ROKU INCROKU11,966$1.3M0.06%
192COMPASS MINERALS INTL INCCOMP65,586$1.3M0.06%
193TERAWULF INCWULF110,475$1.3M0.06%
194MEDLINE INCMDLN30,186$1.3M0.06%
195GALAXY DIGITAL INC.GLXY55,330$1.2M0.06%
196APPLIED DIGITAL CORPAPLD50,199$1.2M0.06%
197MSC INDL DIRECT INC55353010614,164$1.2M0.06%
198TERADATA CORP DELTDC36,082$1.1M0.05%
199LOWES COS INC5486611074,547$1.1M0.05%
200JPMORGAN CHASE & CO.VYLD3,322$1.1M0.05%
201ROBLOX CORPRBLX13,133$1.1M0.05%
202BUILDERS FIRSTSOURCE INCBLDR9,975$1.0M0.05%
203COLUMBUS MCKINNON CORP N YCMCO57,882$998,4650.05%
204SELECT SECTOR SPDR TR81369Y50620,915$935,1100.04%
205TAPESTRY INCTPR7,317$934,8930.04%
206LYFT INCLYFT47,938$928,5590.04%
207INVESCO EXCHANGE TRADED FD TIVZ4,839$926,9590.04%
208ELI LILLY & COLLY848$911,3290.04%
209TARGET CORPTGT9,223$901,5480.04%
210UIPATH INCPATH54,967$900,9090.04%
211DUTCH BROS INCBROS14,531$889,5880.04%
212MOSAIC CO NEWMOS36,825$887,1140.04%
213ROBINHOOD MKTS INC7707001027,799$882,0670.04%
214E L F BEAUTY INCELF11,438$869,7460.04%
215CIPHER MINING INC17253J10658,510$863,6080.04%
216RALPH LAUREN CORPRL2,439$862,4550.04%
217TEXAS ROADHOUSE INCTXRH5,168$857,8880.04%
218SMUCKER J M CO8326964058,672$848,2080.04%
219LIMBACH HLDGS INCLMB10,852$844,8280.04%
220PVH CORPORATIONPVH12,353$827,8980.04%
221WESTERN DIGITAL CORPWDC4,777$822,9340.04%
222BEST BUY INCBBY11,697$782,8800.04%
223CRANE COMPANYCR4,216$777,5570.04%
224RICHTECH ROBOTICS INCRR236,073$762,5160.04%
225TERADYNE INCTER3,592$695,2680.03%
226MARVELL TECHNOLOGY INCMRVL7,619$647,4630.03%
227ALLSTATE CORPALL-PJ2,945$613,0020.03%
228EXXON MOBIL CORPXOM4,223$508,1960.02%
229ABBVIE INCABBV2,070$472,9740.02%
230CORTEVA INCCTVA7,023$470,7520.02%
231CREDO TECHNOLOGY GROUP HOLDICRDO2,936$422,4610.02%
232ORACLE CORPORCL-PD2,153$419,6410.02%
233TAIWAN SEMICONDUCTOR MFG LTD8740391001,332$404,7810.02%
234SYLVAMO CORPSLVM7,868$378,8440.02%
235BANK AMERICA CORP0605051046,863$377,4650.02%
236GOLDMAN SACHS GROUP INCGSCE428$376,2120.02%
237FERROVIAL SEFER5,621$363,1730.02%
238WELLS FARGO CO NEW9497461013,685$343,4420.02%
239MONGODB INCMDB773$324,4200.02%
240RTX CORPORATIONRTX1,710$313,6140.02%
241TAKE-TWO INTERACTIVE SOFTWARTTWO1,148$293,9220.01%
242PROGRESSIVE CORP7433151031,239$282,1450.01%
243HOWMET AEROSPACE INCHWM1,279$262,2210.01%
244SHOPIFY INCSHOP1,624$261,4150.01%
245MERCK & CO INCMRK2,433$256,0980.01%
246MODINE MFG CO6078281001,904$254,2030.01%
247AT&T INCT-PC9,571$237,7440.01%
248THERMO FISHER SCIENTIFIC INCTMO377$218,4530.01%
249INTUITIVE SURGICAL INCISRG363$205,5890.01%