FOX RUN MANAGEMENT, L.L.C. — 13F Holdings & Portfolio

CIK 1533457 · latest 13F-HR filed 2026-05-12

FOX RUN MANAGEMENT, L.L.C. manages $571.6M in 13F-reported U.S. long-equity assets across 856 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are XLE (1.64%), CMI (0.46%), SJM (0.46%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 442 new positions, exited 453, added to 173, and trimmed 222.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$571.6M

Long-equity book

Holdings

856

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+442 / −453 / ↑173 / ↓222

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SELECT SECTOR SPDR TR$8.8M +1565.2%
  • SMUCKER J M CO$2.4M +1156.5%
  • CUMMINS INC$2.3M +674.2%
  • TECHNIPFMC PLC$1.8M +364.3%
  • AMKOR TECHNOLOGY INC$1.8M +386.6%
Show all 173

Top Trims

  • SELECT SECTOR SPDR TR-$8.2M -87.2%
  • RALPH LAUREN CORP-$2.5M -91.8%
  • MORGAN STANLEY-$1.9M -90.0%
  • CBRE GROUP INC-$1.9M -83.1%
  • JFROG LTD-$1.9M -75.0%
Show all 222

New Positions

  • CITIGROUP INC$2.6M
  • GENERAC HLDGS INC$2.4M
  • SYSCO CORP$2.3M
  • NRG ENERGY INC$2.2M
  • ENCOMPASS HEALTH CORP$2.2M
Show all 442

Exited Positions

  • SPDR S&P 500 ETF TR$6.7M
  • ISHARES TR$6.7M
  • ROCKWELL AUTOMATION INC$2.5M
  • ALIGN TECHNOLOGY INC$2.3M
  • BRISTOL-MYERS SQUIBB CO$2.3M
Show all 453
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SELECT SECTOR SPDR TR XLE 81369Y506 $9.4M 1.64% 151,400 SH
2 CUMMINS INC CMI 231021106 $2.6M 0.46% 5,151 SH
3 SMUCKER J M CO SJM 832696405 $2.6M 0.46% 27,583 SH
4 CITIGROUP INC C 172967424 $2.6M 0.46% 24,304 SH
5 GENERAC HLDGS INC GNRC 368736104 $2.4M 0.42% 12,951 SH
6 TECHNIPFMC PLC FTI G87110105 $2.3M 0.41% 34,592 SH
7 GLOBAL E ONLINE LTD GLBE M5216V106 $2.3M 0.41% 81,203 SH
8 AMKOR TECHNOLOGY INC AMKR 031652100 $2.3M 0.40% 55,908 SH
9 SYSCO CORP SYY 871829107 $2.3M 0.39% 32,548 SH
10 WEST PHARMACEUTICAL SVSC INC WST 955306105 $2.2M 0.39% 9,055 SH
11 NRG ENERGY INC NRG 629377508 $2.2M 0.39% 15,621 SH
12 BALL CORP BALL 058498106 $2.2M 0.39% 37,970 SH
13 ENCOMPASS HEALTH CORP EHC 29261A100 $2.2M 0.38% 22,493 SH
14 VISTRA CORP VST 92840M102 $2.2M 0.38% 14,729 SH
15 MICROCHIP TECHNOLOGY INC. MCHP 595017104 $2.2M 0.38% 36,028 SH
16 SCHWAB CHARLES CORP SCHW 808513105 $2.2M 0.38% 23,123 SH
17 PERMIAN RESOURCES CORP PR 71424F105 $2.1M 0.37% 99,195 SH
18 GATES INDL CORP PLC GTES G39108108 $2.1M 0.37% 100,033 SH
19 INGERSOLL RAND INC IR 45687V106 $2.1M 0.36% 26,927 SH
20 BLACKROCK INC BLK 09290D101 $2.1M 0.36% 2,214 SH
21 GENERAL DYNAMICS CORP GD 369550108 $2.1M 0.36% 6,022 SH
22 JACKSON FINANCIAL INC JXN 46817M107 $2.0M 0.35% 19,666 SH
23 CLOUDFLARE INC NET 18915M107 $2.0M 0.35% 10,382 SH
24 NXP SEMICONDUCTORS N V NXPI N6596X109 $2.0M 0.35% 10,617 SH
25 COMMVAULT SYS INC CVLT 204166102 $2.0M 0.35% 26,347 SH
26 MILLICOM INTL CELLULAR S A TIGO L6388F110 $2.0M 0.34% 26,796 SH
27 SCORPIO TANKERS INC STNG Y7542C130 $1.9M 0.33% 25,784 SH
28 ROBLOX CORP RBLX 771049103 $1.9M 0.33% 36,002 SH
29 REINSURANCE GROUP AMER INC RGA 759351604 $1.9M 0.32% 9,259 SH
30 YUM BRANDS INC YUM 988498101 $1.8M 0.32% 11,907 SH
31 JOHNSON CONTROLS INTERNATION JCI G51502105 $1.8M 0.32% 14,376 SH
32 EQT CORP EQT 26884L109 $1.8M 0.32% 28,121 SH
33 GLOBALFOUNDRIES INC GFS G39387108 $1.8M 0.31% 43,459 SH
34 CROWN HLDGS INC CCK 228368106 $1.8M 0.31% 18,196 SH
35 AIRBNB INC ABNB 009066101 $1.8M 0.31% 14,431 SH
36 OVINTIV INC OVV 69047Q102 $1.8M 0.31% 28,980 SH
37 RENAISSANCERE HLDGS LTD RNR G7496G103 $1.7M 0.30% 5,894 SH
38 LENNAR CORP LEN 526057104 $1.7M 0.30% 20,439 SH
39 UGI CORP NEW UGI 902681105 $1.7M 0.30% 47,128 SH
40 INSULET CORP PODD 45784P101 $1.7M 0.30% 8,309 SH
41 HUBSPOT INC HUBS 443573100 $1.7M 0.30% 7,247 SH
42 SS&C TECH HLDGS SSNC 78467J100 $1.7M 0.30% 25,821 SH
43 FREEPORT MCMORAN INC FCX 35671D857 $1.7M 0.30% 31,420 SH
44 ABBOTT LABORATORIES ABT 002824100 $1.7M 0.30% 16,852 SH
45 FLEXTRONICS INTL LTD FLEX Y2573F102 $1.7M 0.30% 28,118 SH
46 HUNTINGTON INGALLS INDS INC HII 446413106 $1.7M 0.30% 4,613 SH
47 MICROSOFT CORP MSFT 594918104 $1.7M 0.29% 4,662 SH
48 ACI WORLDWIDE INC ACIW 004498101 $1.6M 0.28% 40,404 SH
49 TORM PLC TRMD G89479102 $1.6M 0.28% 59,425 SH
50 BOOT BARN HLDGS INC BOOT 099406100 $1.6M 0.28% 11,575 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $571.6M 856 0001420506-26-000922
2025-12-31 2026-02-11 $647.9M 867 0001420506-26-000280
2025-09-30 2025-11-12 $641.4M 872 0001420506-25-003071