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Sciencast Management LP

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13F filer, CIK 1653169, PRINCETON, NJ

Sciencast Management LP reported $482,425,876 across 235 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-28. Its ten largest share positions make up 8.99% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001653169-26-000004

Period
2026-06-30
Reported value
$482M
Holdings
235
Top 10 weight
8.99%
New
147
Sold out
155

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PWRnew+6,104$4.4M
ATOnew+25,104$4.32M
BRK-Bnew+8,577$4.29M
ORLYnew+46,545$4.29M
COPnew+41,030$4.27M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GFSreduced-114,500-$9.44M
LRCXreduced-20,162-$8.74M
GEreduced-20,986-$7.84M
NETreduced-28,169-$6.91M
TPGexited-159,323-$6.45M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 235 share positions

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TPGTPG INC159,323$6.45Mshares
WMBWILLIAMS COS INC87,906$6.4Mshares
IPINTERNATIONAL PAPER CO178,366$6.37Mshares
MSMORGAN STANLEY38,646$6.36Mshares
TSCOTRACTOR SUPPLY CO140,377$6.36Mshares
WCNWASTE CONNECTIONS INC39,014$6.34Mshares
DHRDANAHER CORP DEL33,407$6.33Mshares
MOALTRIA GROUP INC95,982$6.33Mshares
PHPARKER-HANNIFIN CORP7,073$6.33Mshares
METMETLIFE INC89,515$6.33Mshares
CORCENCORA INC20,150$6.33Mshares
CLCOLGATE PALMOLIVE CO74,265$6.33Mshares
TSLATESLA INC17,026$6.33Mshares
BROBROWN & BROWN INC97,049$6.33Mshares
CASYCASEYS GEN STORES INC8,693$6.33Mshares
ADBEADOBE INC26,029$6.33Mshares
SNOWSNOWFLAKE INC41,937$6.32Mshares
DELLDELL TECHNOLOGIES INC38,479$6.32Mshares
BNBROOKFIELD CORP156,035$6.31Mshares
NOWSERVICENOW INC60,242$6.3Mshares
CFGCITIZENS FINL GROUP INC104,942$6.29Mshares
AVGOBROADCOM INC20,310$6.29Mshares
MAMASTERCARD INCORPORATED12,553$6.27Mshares
SPGIS&P GLOBAL INC14,733$6.27Mshares
APHAMPHENOL CORP49,502$6.25Mshares
TFCTRUIST FINL CORP134,184$6.17Mshares
DECKDECKERS OUTDOOR CORP60,503$6.06Mshares
TGTTARGET CORP49,898$6.05Mshares
VLTOVERALTO CORP68,011$6.01Mshares
LVSLAS VEGAS SANDS CORP111,237$5.99Mshares
OTISOTIS WORLDWIDE CORP75,916$5.85Mshares
TERTERADYNE INC19,413$5.76Mshares
CBCHUBB LIMITED17,355$5.66Mshares
DDOGDATADOG INC46,929$5.54Mshares
AMATAPPLIED MATLS INC15,925$5.44Mshares
GDGENERAL DYNAMICS CORP15,770$5.41Mshares
TOSTTOAST INC204,091$5.41Mshares
BAXBAXTER INTL INC320,608$5.39Mshares
MUMICRON TECHNOLOGY INC15,353$5.19Mshares
TOLTOLL BROTHERS INC37,994$5.19Mshares
SOFISOFI TECHNOLOGIES INC323,375$5.14Mshares
LOWLOWES COS INC20,159$4.76Mshares
HDHOME DEPOT INC14,296$4.7Mshares
SYKSTRYKER CORPORATION14,286$4.69Mshares
RKTROCKET COS INC317,568$4.53Mshares
URIUNITED RENTALS INC6,062$4.42Mshares
DOCUDOCUSIGN INC89,354$4.24Mshares
FISVFISERV INC72,336$4.04Mshares
CCEPCOCA-COLA EUROPACIFIC PARTNE44,351$4.02Mshares
RFREGIONS FINANCIAL CORP NEW153,199$4Mshares
BBWIBATH & BODY WORKS INC213,895$3.99Mshares
RBLXROBLOX CORP66,530$3.76Mshares
FOXAFOX CORP64,394$3.76Mshares
ALCALCON AG48,258$3.64Mshares
AMRZAMRIZE LTD62,964$3.53Mshares
JCIJOHNSON CONTROLS INTERNATION26,343$3.45Mshares
OKEONEOK INC NEW38,117$3.45Mshares
GPKGRAPHIC PACKAGING HLDG CO334,289$3.32Mshares
GEVGE VERNOVA INC3,747$3.27Mshares
PEPPEPSICO INC20,916$3.25Mshares
XYLXYLEM INC26,237$3.14Mshares
LMTLOCKHEED MARTIN CORP5,145$3.11Mshares
ANETARISTA NETWORKS INC23,898$2.93Mshares
SCCOSOUTHERN COPPER CORP16,433$2.83Mshares
WWDWOODWARD INC7,702$2.76Mshares
RGAREINSURANCE GROUP AMER INC13,445$2.74Mshares
EQTEQT CORP42,234$2.69Mshares
AAGILENT TECHNOLOGIES INC23,042$2.63Mshares
PEVERPURE INC44,302$2.62Mshares
AMEAMETEK INC12,067$2.59Mshares
PGRPROGRESSIVE CORP12,890$2.56Mshares
ROKROCKWELL AUTOMATION INC7,086$2.54Mshares
ATIATI INC17,329$2.52Mshares
RLIRLI CORP43,263$2.47Mshares
COHRCOHERENT CORP10,200$2.43Mshares
ARANTERO RESOURCES CORP56,856$2.41Mshares
RMDRESMED INC10,605$2.38Mshares
BACBANK OF AMER CORP47,832$2.33Mshares
DRIDARDEN RESTAURANTS INC11,892$2.33Mshares
MDUMDU RES GROUP INC112,350$2.33Mshares
LITELUMENTUM HLDGS INC3,300$2.32Mshares
BAMBROOKFIELD ASSET MANAGMT LTD51,850$2.3Mshares
MPCMARATHON PETE CORP9,423$2.3Mshares
CFCF INDUSTRIES HOLD17,334$2.25Mshares
CHDCHURCH & DWIGHT CO INC22,306$2.08Mshares
NTRNUTRIEN LTD26,975$2.04Mshares
SLMSLM CORP94,456$2.02Mshares
OLNOLIN CORP66,003$1.96Mshares
RCIROGERS COMMUNICATIONS INC50,251$1.93Mshares
APGAPI GROUP CORP46,772$1.9Mshares
TAPMOLSON COORS BEVERAGE CO42,016$1.81Mshares
CTVACORTEVA INC20,656$1.73Mshares
TTEKTETRA TECH INC NEW55,578$1.67Mshares
DEDEERE & CO2,945$1.66Mshares
IOTSAMSARA INC50,415$1.6Mshares
CNXCNX RES CORP40,798$1.57Mshares
DVADAVITA INC9,999$1.54Mshares
XPOXPO INC7,895$1.54Mshares
TELTE CONNECTIVITY PLC7,298$1.53Mshares
NRGNRG ENERGY INC10,136$1.48Mshares
DASHDOORDASH INC9,799$1.47Mshares
AEOAMERICAN EAGLE OUTFITTERS IN84,532$1.41Mshares
PBAPEMBINA PIPELINE CORP29,881$1.34Mshares
INGRINGREDION INC11,418$1.29Mshares
TALOTALOS ENERGY INC74,671$1.18Mshares
SIGISELECTIVE INS GROUP INC15,491$1.17Mshares
GLNGGOLAR LNG LTD21,071$1.14Mshares
CVECENOVUS ENERGY INC42,025$1.11Mshares
CRGYCRESCENT ENERGY COMPANY82,435$1.11Mshares
TPRTAPESTRY INC7,657$1.08Mshares
RYROYAL BK CDA6,569$1.06Mshares
GOOGLALPHABET INC3,566$1.03Mshares
IEXIDEX CORP5,368$1.02Mshares
ASTSAST SPACEMOBILE INC11,824$980Kshares
GMEDGLOBUS MED INC9,198$792Kshares
ASOACADEMY SPORTS & OUTDOORS IN14,002$790Kshares
AGFIRST MAJESTIC SILVER CORP36,550$785Kshares
CCCHEMOURS CO34,928$769Kshares
CCKCROWN HLDGS INC7,277$730Kshares
BSYBENTLEY SYS INC19,015$668Kshares
PNWPINNACLE WEST CAP CORP6,522$657Kshares
REZIRESIDEO TECHNOLOGIES INC19,436$655Kshares
DISDISNEY WALT CO6,136$591Kshares
EXEEXPAND ENERGY CORPORATION5,189$570Kshares
SBLKSTAR BULK CARRIERS CORP.24,512$563Kshares
NFGNATIONAL FUEL GAS CO5,939$558Kshares
BTUPEABODY ENGR CORP16,065$529Kshares
DOCSDOXIMITY INC22,486$524Kshares
FTDRFRONTDOOR INC9,792$518Kshares
RVTYREVVITY INC5,772$506Kshares
TXTTEXTRON INC5,618$492Kshares
UBSUBS GROUP AG12,531$490Kshares
FWONKLIBERTY MEDIA CORP DEL5,758$490Kshares
CMBTCMB.TECH NV36,275$459Kshares
SFDSMITHFIELD FOODS INC16,400$459Kshares
HPQHP INC22,717$436Kshares
NOGNORTHERN OIL & GAS INC14,746$431Kshares
GLBEGLOBAL E ONLINE LTD12,706$392Kshares
HTHHILLTOP HLDGS INC10,397$372Kshares
HCCWARRIOR MET COAL INC3,981$371Kshares
ZSZSCALER INC2,583$362Kshares
CCJCAMECO CORP3,067$333Kshares
AAPLAPPLE INC1,292$328Kshares
TTCTORO CO3,304$309Kshares
HTOH2O AMERICA5,189$304Kshares
HUBBHUBBELL INC552$271Kshares
ESNTESSENT GROUP LTD4,474$261Kshares
GTXGARRETT MOTION INC13,855$252Kshares
ALLYALLY FINL INC6,399$251Kshares
TRMBTRIMBLE INC3,758$245Kshares
CLBTCELLEBRITE DI LTD16,526$228Kshares
PHMPULTE GROUP INC1,714$202Kshares
PENNPENN ENTERTAINMENT INC10,020$151Kshares
MGNIMAGNITE INC11,704$139Kshares
LCIDLUCID GROUP INC12,161$116Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001653169-26-000004 base2026-07-28acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001653169-26-000004 Quarter ended 2026-06-302026-07-28acceptance time not in the bulk data set
13F-HR 0001653169-26-000003 Quarter ended 2026-03-312026-05-14acceptance time not in the bulk data set
13F-HR 0001653169-26-000002 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001653169-25-000010 Quarter ended 2025-09-302025-11-12acceptance time not in the bulk data set
13F-HR 0001653169-25-000006 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001653169-25-000005 Quarter ended 2025-03-312025-05-16acceptance time not in the bulk data set
13F-HR 0001653169-25-000003 Quarter ended 2024-12-312025-02-11acceptance time not in the bulk data set
13F-HR 0001653169-24-000007 Quarter ended 2024-09-302024-11-13acceptance time not in the bulk data set
13F-HR 0001653169-24-000005 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001653169-24-000004 Quarter ended 2024-03-312024-05-06acceptance time not in the bulk data set
13F-HR 0001653169-24-000003 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001653169-23-000005 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001653169-23-000004 Quarter ended 2023-06-302023-07-12acceptance time not in the bulk data set
13F-HR 0001653169-23-000002 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001653169-22-000006 Quarter ended 2022-06-302022-08-03acceptance time not in the bulk data set
13F-HR 0001653169-22-000003 Quarter ended 2022-03-312022-04-26acceptance time not in the bulk data set
13F-HR 0001653169-22-000002 Quarter ended 2021-12-312022-01-20acceptance time not in the bulk data set
13F-HR 0001653169-21-000008 Quarter ended 2021-09-302021-10-21acceptance time not in the bulk data set
13F-HR 0001653169-21-000006 Quarter ended 2021-06-302021-07-28acceptance time not in the bulk data set
13F-HR 0001653169-21-000002 Quarter ended 2021-03-312021-05-12acceptance time not in the bulk data set
13F-HR 0001653169-21-000001 Quarter ended 2020-12-312021-02-04acceptance time not in the bulk data set
13F-HR 0001653169-20-000004 Quarter ended 2020-09-302020-11-02acceptance time not in the bulk data set
13F-HR 0001653169-20-000003 Quarter ended 2020-06-302020-07-29acceptance time not in the bulk data set
13F-HR 0001653169-20-000002 Quarter ended 2020-03-312020-04-17acceptance time not in the bulk data set
13F-HR 0001653169-20-000001 Quarter ended 2019-12-312020-01-16acceptance time not in the bulk data set
13F-HR 0001653169-19-000004 Quarter ended 2019-09-302019-10-31acceptance time not in the bulk data set
13F-HR 0001653169-19-000003 Quarter ended 2019-06-302019-08-08acceptance time not in the bulk data set
13F-HR 0001653169-19-000002 Quarter ended 2019-03-312019-04-15acceptance time not in the bulk data set
13F-HR 0001315863-19-000196 Quarter ended 2018-12-312019-02-14acceptance time not in the bulk data set
13F-HR 0001315863-18-000875 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0001315863-18-000656 Quarter ended 2018-06-302018-08-14acceptance time not in the bulk data set
13F-HR 0001315863-18-000454 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0001315863-18-000171 Quarter ended 2017-12-312018-02-14acceptance time not in the bulk data set
13F-HR 0001315863-17-000879 Quarter ended 2017-09-302017-11-14acceptance time not in the bulk data set
13F-HR 0001315863-17-000656 Quarter ended 2017-06-302017-08-14acceptance time not in the bulk data set
13F-HR 0001315863-17-000447 Quarter ended 2017-03-312017-05-15acceptance time not in the bulk data set
13F-HR 0001315863-17-000145 Quarter ended 2016-12-312017-02-14acceptance time not in the bulk data set
13F-HR 0001315863-16-001918 Quarter ended 2016-09-302016-11-14acceptance time not in the bulk data set
13F-HR 0001315863-16-001721 Quarter ended 2016-06-302016-08-15acceptance time not in the bulk data set
13F-HR 0001315863-16-001480 Quarter ended 2016-03-312016-05-16acceptance time not in the bulk data set
13F-HR 0001315863-16-001215 Quarter ended 2015-12-312016-02-16acceptance time not in the bulk data set