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SEG Partners Long/Short Equity Fund

CIK: 0002044490 Equity
Report date: 2026-03-27
AUM $158M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-27

Holdings

From latest SEC N-PORT filing · US-listed stocks only

68 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 WMT Walmart Inc Since 2026-05-10 931142103 Equity (Common)
-0.85%
$-1.34 -11,230
2 WSO-B Watsco Inc Since 2026-05-10 942622200 Equity (Common)
-0.76%
$-1.21 -3,130
3 W Wayfair Inc Since 2026-05-10 94419L101 Equity (Common)
-0.37%
$-0.58 -5,633
4 WCC WESCO International Inc Since 2026-05-10 95082P105 Equity (Common)
-0.16%
$-0.26 -892
5 WSM Williams-Sonoma Inc Since 2026-05-10 969904101 Equity (Common)
0.94%
$1.48 7,248
6 YUMC Yum China Holdings Inc Since 2026-05-10 98850P109 Equity (Common)
-0.58%
$-0.92 -18,706
7 ZG Zillow Group Inc Since 2026-05-10 98954M200 Equity (Common)
-0.53%
$-0.84 -13,397
8 VIK Viking Holdings Ltd Since 2026-05-10 N/A Equity (Common)
4.99%
$7.89 109,428
9 FIX Comfort Systems USA Inc Since 2026-05-10 199908104 Equity (Common)
-0.43%
$-0.68 -595
10 CPRT Copart Inc Since 2026-05-10 217204106 Equity (Common)
-0.94%
$-1.49 -36,735
11 CNM Core & Main Inc Since 2026-05-10 21874C102 Equity (Common)
2.85%
$4.51 84,556
12 AJG Arthur J Gallagher & Co Since 2026-05-10 363576109 Equity (Common)
-0.81%
$-1.29 -5,172
13 SITE SiteOne Landscape Supply Inc Since 2026-05-10 82982L103 Equity (Common)
-0.55%
$-0.87 -6,030
14 UPS United Parcel Service Inc Since 2026-05-10 911312106 Equity (Common)
-1.09%
$-1.73 -16,271
15 PCAR PACCAR Inc Since 2026-05-10 693718108 Equity (Common)
-0.55%
$-0.88 -7,131
16 PLTR Palantir Technologies Inc Since 2026-05-10 69608A108 Equity (Common)
-0.25%
$-0.39 -2,678
17 PEP PepsiCo Inc Since 2026-05-10 713448108 Equity (Common)
-0.38%
$-0.60 -3,897
18 RVTY Revvity Inc Since 2026-05-10 714046109 Equity (Common)
-0.18%
$-0.29 -2,660
19 TROW T Rowe Price Group Inc Since 2026-05-10 74144T108 Equity (Common)
-0.68%
$-1.07 -10,145
20 PCOR Procore Technologies Inc Since 2026-05-10 74275K108 Equity (Common)
-0.20%
$-0.31 -5,478
21 PWR Quanta Services Inc Since 2026-05-10 74762E102 Equity (Common)
0.81%
$1.29 2,714
22 HOOD Robinhood Markets Inc Since 2026-05-10 770700102 Equity (Common)
-0.37%
$-0.58 -5,815
23 ROL Rollins Inc Since 2026-05-10 775711104 Equity (Common)
1.76%
$2.79 43,980
24 R Ryder System Inc Since 2026-05-10 783549108 Equity (Common)
-0.21%
$-0.34 -1,753
25 SIGI Selective Insurance Group Inc Since 2026-05-10 816300107 Equity (Common)
-0.38%
$-0.60 -7,112
26 TKO TKO Group Holdings Inc Since 2026-05-10 87256C101 Equity (Common)
-0.42%
$-0.67 -3,288
27 TPR Tapestry Inc Since 2026-05-10 876030107 Equity (Common)
-0.07%
$-0.10 -825
28 SGI Somnigroup International Inc Since 2026-05-10 88023U101 Equity (Common)
5.93%
$9.38 106,832
29 TSLA Tesla Inc Since 2026-05-10 88160R101 Equity (Common)
-1.15%
$-1.82 -4,223
30 TRMB Trimble Inc Since 2026-05-10 896239100 Equity (Common)
3.39%
$5.36 79,309
31 TYL Tyler Technologies Inc Since 2026-05-10 902252105 Equity (Common)
-0.45%
$-0.71 -1,919
32 UAL United Airlines Holdings Inc Since 2026-05-10 910047109 Equity (Common)
-0.32%
$-0.50 -4,888
33 STE STERIS PLC Since 2026-05-10 N/A Equity (Common)
4.44%
$7.04 26,788
34 RCL Royal Caribbean Cruises Ltd Since 2026-05-10 N/A Equity (Common)
-0.67%
$-1.07 -3,282
35 GNRC Generac Holdings Inc Since 2026-05-10 368736104 Equity (Common)
-0.69%
$-1.09 -6,509
36 HON Honeywell International Inc Since 2026-05-10 438516106 Equity (Common)
-0.40%
$-0.64 -2,806
37 ITW Illinois Tool Works Inc Since 2026-05-10 452308109 Equity (Common)
-0.61%
$-0.97 -3,703
38 IBKR Interactive Brokers Group Inc Since 2026-05-10 45841N107 Equity (Common)
-0.93%
$-1.48 -19,736
39 LH Labcorp Holdings Inc Since 2026-05-10 504922105 Equity (Common)
4.73%
$7.49 27,568
40 LII Lennox International Inc Since 2026-05-10 526107107 Equity (Common)
-0.31%
$-0.49 -989
41 LYV Live Nation Entertainment Inc Since 2026-05-10 538034109 Equity (Common)
5.67%
$8.97 61,707
42 OMC Omnicom Group Inc Since 2026-05-10 681919106 Equity (Common)
-1.87%
$-2.97 -38,500
43 NVO Novo Nordisk A/S Since 2026-05-10 N/A Equity (Common)
-0.92%
$-1.45 -24,683
44 NCLH Norwegian Cruise Line Holdings Since 2026-05-10 N/A Equity (Common)
-0.30%
$-0.47 -21,453
45 NVT nVent Electric PLC Since 2026-05-10 N/A Equity (Common)
-0.59%
$-0.93 -8,293
46 ABNB Airbnb Inc Since 2026-05-10 009066101 Equity (Common)
-1.21%
$-1.92 -14,835
47 ADP Automatic Data Processing Inc Since 2026-05-10 053015103 Equity (Common)
-2.31%
$-3.66 -14,831
48 AZO AutoZone Inc Since 2026-05-10 053332102 Equity (Common)
-2.68%
$-4.25 -1,146
49 AXON Axon Enterprise Inc Since 2026-05-10 05464C101 Equity (Common)
-0.28%
$-0.44 -903
50 BX Blackstone Inc Since 2026-05-10 09260D107 Equity (Common)
-1.48%
$-2.35 -16,463
51 EAT Brinker International Inc Since 2026-05-10 109641100 Equity (Common)
-0.42%
$-0.67 -4,265
52 BRO Brown & Brown Inc Since 2026-05-10 115236101 Equity (Common)
4.38%
$6.94 96,238
53 BURL Burlington Stores Inc Since 2026-05-10 122017106 Equity (Common)
-0.36%
$-0.57 -1,920
54 C Citigroup Inc Since 2026-05-10 172967424 Equity (Common)
-0.37%
$-0.58 -5,006
55 NET Cloudflare Inc Since 2026-05-10 18915M107 Equity (Common)
1.42%
$2.25 12,659
56 CPAY Corpay Inc Since 2026-05-10 219948106 Equity (Common)
2.74%
$4.34 13,806
57 DVA DaVita Inc Since 2026-05-10 23918K108 Equity (Common)
-0.75%
$-1.18 -10,830
58 DXCM Dexcom Inc Since 2026-05-10 252131107 Equity (Common)
-0.36%
$-0.57 -7,845
59 DKS Dick's Sporting Goods Inc Since 2026-05-10 253393102 Equity (Common)
1.34%
$2.12 10,493
60 DUOL Duolingo Inc Since 2026-05-10 26603R106 Equity (Common)
-0.35%
$-0.56 -4,138
61 BROS Dutch Bros Inc Since 2026-05-10 26701L100 Equity (Common)
-0.57%
$-0.90 -16,469
62 ENTG Entegris Inc Since 2026-05-10 29362U104 Equity (Common)
0.58%
$0.92 7,805
63 FCN FTI Consulting Inc Since 2026-05-10 302941109 Equity (Common)
-0.43%
$-0.69 -3,919
64 FBIN Fortune Brands Innovations Inc Since 2026-05-10 34964C106 Equity (Common)
0.67%
$1.05 19,472
65 IT Gartner Inc Since 2026-05-10 366651107 Equity (Common)
-1.45%
$-2.30 -10,958
66 ACN Accenture PLC Since 2026-05-10 N/A Equity (Common)
-1.07%
$-1.69 -6,406
67 GRMN Garmin Ltd Since 2026-05-10 N/A Equity (Common)
1.66%
$2.62 12,995
68 MLM Martin Marietta Materials Inc Since 2026-05-10 573284106 Equity (Common)
5.50%
$8.70 13,345