REX Advisers, LLC: 13F holdings
CIK 20168272026Q2
| Positions | 22 |
|---|
| Reported value | $44.3m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 22 (-7 vs prior quarter) |
|---|
| Reported value | $44.3m (+33.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FUELCELL ENERGY INC | 75,900 | $2.7m | 6.2% |
| GLW CORNING INC | 8,300 | $2.1m | 4.8% |
| NBIS NEBIUS GROUP N.V. | 7,600 | $2.1m | 4.7% |
| SNDK SANDISK CORP | 900 | $2.0m | 4.6% |
| LRCX LAM RESEARCH CORP | 4,700 | $2.0m | 4.6% |
| AMAT APPLIED MATLS INC | 2,800 | $2.0m | 4.6% |
| SPCX SPACE EXPLORATION TECHN CORP | 11,800 | $2.0m | 4.6% |
| DELL DELL TECHNOLOGIES INC | 4,600 | $2.0m | 4.5% |
| VRT VERTIV HOLDINGS CO | 5,900 | $2.0m | 4.5% |
| INTC INTEL CORP | 14,000 | $2.0m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2016827")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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