Sciencast Management LP

Est. AUM

$785.1M

13F long equity, this entity only

Positions

243

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TPG INC	A	$6.5M	159323	0.82%	SOLE
2	CLOUDFLARE INC - CLASS A	A	$6.4M	31044	0.82%	SOLE
3	WILLIAMS COS INC	A	$6.4M	87906	0.81%	SOLE
4	LAM RESEARCH CORP	A	$6.4M	29931	0.81%	SOLE
5	CAPITAL ONE FINANCIAL CORP	A	$6.4M	35057	0.81%	SOLE
6	LULULEMON ATHLETICA INC	A	$6.4M	41681	0.81%	SOLE
7	WELLS FARGO & CO	A	$6.4M	80036	0.81%	SOLE
8	INTERNATIONAL PAPER CO	A	$6.4M	178366	0.81%	SOLE
9	MORGAN STANLEY	A	$6.4M	38646	0.81%	SOLE
10	TRACTOR SUPPLY COMPANY	A	$6.4M	140377	0.81%	SOLE
11	VERIZON COMMUNICATIONS INC	A	$6.4M	126643	0.81%	SOLE
12	P G & E CORP	A	$6.4M	361475	0.81%	SOLE
13	CONSOLIDATED EDISON INC	A	$6.4M	56110	0.81%	SOLE
14	PAN AMERICAN SILVER CORP	A	$6.3M	116239	0.81%	SOLE
15	COSTCO WHOLESALE CORP	A	$6.3M	6371	0.81%	SOLE
16	CHEVRON CORP	A	$6.3M	30671	0.81%	SOLE
17	DUKE ENERGY CORP	A	$6.3M	48421	0.81%	SOLE
18	SEMPRA	A	$6.3M	65224	0.81%	SOLE
19	WASTE CONNECTIONS INC	A	$6.3M	39014	0.81%	SOLE
20	ALTRIA GROUP INC	A	$6.3M	95982	0.81%	SOLE
21	DANAHER CORP	A	$6.3M	33407	0.81%	SOLE
22	SHOPIFY INC - CLASS A	A	$6.3M	53395	0.81%	SOLE
23	PARKER HANNIFIN CORP	A	$6.3M	7073	0.81%	SOLE
24	METLIFE INC	A	$6.3M	89515	0.81%	SOLE
25	COLGATE-PALMOLIVE CO	A	$6.3M	74265	0.81%	SOLE
26	CENCORA INC	A	$6.3M	20150	0.81%	SOLE
27	BROWN & BROWN INC	A	$6.3M	97049	0.81%	SOLE
28	TESLA INC	A	$6.3M	17026	0.81%	SOLE
29	MCKESSON CORP	A	$6.3M	7311	0.81%	SOLE
30	ADOBE INC	A	$6.3M	26029	0.81%	SOLE
31	CASEY'S GENERAL STORES INC	A	$6.3M	8693	0.81%	SOLE
32	HOWMET AEROSPACE INC	A	$6.3M	27448	0.81%	SOLE
33	SNOWFLAKE INC	A	$6.3M	41937	0.81%	SOLE
34	PALANTIR TECHNOLOGIES INC-A	A	$6.3M	43239	0.81%	SOLE
35	REPUBLIC SERVICES INC	A	$6.3M	28879	0.81%	SOLE
36	WR BERKLEY CORP	A	$6.3M	95406	0.81%	SOLE
37	TYSON FOODS INC-CL A	A	$6.3M	98686	0.81%	SOLE
38	ILLINOIS TOOL WORKS	A	$6.3M	24287	0.81%	SOLE
39	DELL TECHNOLOGIES -C	C	$6.3M	38479	0.80%	SOLE
40	CANADIAN NATL RAILWAY CO	A	$6.3M	61454	0.80%	SOLE
41	BROOKFIELD CORP	A	$6.3M	156035	0.80%	SOLE
42	M & T BANK CORP	A	$6.3M	30538	0.80%	SOLE
43	GENERAL ELECTRIC	A	$6.3M	22225	0.80%	SOLE
44	ABBOTT LABORATORIES	A	$6.3M	61349	0.80%	SOLE
45	SERVICENOW INC	A	$6.3M	60242	0.80%	SOLE
46	CITIZENS FINANCIAL GROUP	A	$6.3M	104942	0.80%	SOLE
47	BROADCOM INC	A	$6.3M	20310	0.80%	SOLE
48	MASTERCARD INC - A	A	$6.3M	12553	0.80%	SOLE
49	HALLIBURTON CO	A	$6.3M	160835	0.80%	SOLE
50	DIAMONDBACK ENERGY INC	A	$6.3M	31685	0.80%	SOLE

1–50 of 243

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.