Arkolith/Funds/Neo Ivy Capital Management

Neo Ivy Capital Management

CIK 1727783
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Neo Ivy Capital Management holds a diversified book of 345 reported positions worth $434.0M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Hawkeye 360 Inc first appears in 13F filings, a listing rather than a purchase; they opened Vulcan Materials Co and trimmed Micron Technology Inc. Their largest long position is Vulcan Materials Co at 1% of the reported non-option book. Cloning the disclosed picks since 2025 would be +32% (+29.2%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
204
bought for the first time
+201 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
175
exited the position entirely
+172 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+31.8%
+29.2%/yr · since Aug '25
Their reported book
+28.8%
held from quarter-end
S&P 500
+20.2%
same window
$10K$11K$12K$13K$14KAug '25Oct '25Jan '26Apr '26Jun '26Sep '26
Neo Ivy Capital Management (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.0 points over this window.

Growth of $10,000 cloning Neo Ivy Capital Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
6%
Top 10 holdings
11%
Top 20 holdings
21%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

99% mapped to company sectors

Industrials
22%
Information Technology
21%
Health Care
13%
Materials
11%
Consumer Discretionary
10%
Financials
8%
Energy
4%
Consumer Staples
4%

+4 sectors below the cut, 7% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Neo Ivy Capital Management

Manager / fundShared namesTheir $ in those
Graticule Asia Macro Advisors LLC19 / 80$1.3B
Summa Corp.8 / 80$205.6M
Integrated Financial Solutions, Inc.9 / 80$118.3M
V. M. Manning & Co., Inc.13 / 80$72.6M
Ketron Financial10 / 80$192.0M
Hoey Investments, Inc26 / 80$414.6M
KRS Capital Management, LLC17 / 80$113.2M
bLong Financial, LLC13 / 80$79.9M

Ranked by the share of each fund's own book sitting in the names it shares with Neo Ivy Capital Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

345 positions
#SecurityValueShares% PortLast moveHistory
1Vulcan Materials
COM
$6.2M21.1K
1.4%
New
New position
2Nvidia Corp
COM
$5.4M27.2K
1.3%
+4.0%
Added · +1K sh
3Archer-Daniels
COM
$5.3M69.8K
1.2%
New
New position
4Alkermes PLC
SHS
$5.0M95.7K
1.2%
New
New position
5Palantir Techn-A
CL A
$5.0M42.5K
1.1%
+83%
Added · +19K sh
6Lam Research
COM
$4.7M10.9K
1.1%
+190%
Added · +7K sh
7Micron Tech
COM
$4.6M3.9K
1.0%
−59%
Reduced · −6K sh
8Apple Inc
COM
$4.3M15.0K
1.0%
+4.0%
Added · +586 sh
9Patterson-Uti
COM
$4.3M473.1K
1.0%
+70%
Added · +194K sh
10Ultra Clean Hold
COM
$4.3M30.1K
1.0%
New
New position
11Lyft Inc-A
CL A
$4.2M289.9K
1.0%
+865%
Added · +260K sh
12Elevance Health
COM
$4.2M10.9K
1.0%
+301%
Added · +8K sh
13Simmons First -A
CL A
$4.2M186.3K
1.0%
New
New position
14Intl Paper Co
COM
$4.2M110.7K
1.0%
12×
Added · +101K sh
15Agco Corp
COM
$4.2M35.1K
1.0%
+75%
Added · +15K sh
16Allegiant Travel
COM
$4.2M35.7K
1.0%
New
New position
17American Interna
COM
$4.2M56.3K
1.0%
+172%
Added · +36K sh
18Mirum Pharmaceut
COM
$4.2M35.8K
1.0%
New
New position
19Polaris Inc
COM
$4.2M61.2K
1.0%
New
New position
20Tutor Perini Cor
COM
$4.1M49.7K
1.0%
New
New position
21California Resou
COM
$4.0M76.5K
0.9%
New
New position
22TTM Technologies
COM
$4.0M21.4K
0.9%
New
New position
23Chemours Co
COM
$4.0M193.9K
0.9%
New
New position
24Boyd Gaming Corp
COM
$3.9M44.6K
0.9%
+285%
Added · +33K sh
25CNH Industrial N
COM SHS
$3.7M327.7K
0.8%
+269%
Added · +239K sh
26Celanese Corp
COM
$3.6M78.8K
0.8%
+72%
Added · +33K sh
27Meta Platforms-A
CL A
$3.5M6.2K
0.8%
New
New position
28Pfizer Inc
COM
$3.5M144.6K
0.8%
New
New position
29Knight-Swift Tra
COM
$3.4M44.1K
0.8%
New
New position
30Servicenow Inc
COM
$3.3M33.6K
0.8%
New
New position
31Dnow Inc
COM
$3.3M256.0K
0.8%
New
New position
32Freeport-McMoran
COM
$3.3M52.6K
0.8%
+1.2%
Added · +649 sh
33Vicor Corp
COM
$3.3M8.7K
0.8%
−42%
Reduced · −6K sh
34Axt Inc
COM
$3.3M45.5K
0.8%
+376%
Added · +36K sh
35Bristol-Myer SQB
COM
$3.1M54.4K
0.7%
+112%
Added · +29K sh
36Vail Resorts
COM
$3.1M23.0K
0.7%
+9.8%
Added · +2K sh
37Coca-Cola Co
COM
$3.1M37.8K
0.7%
−2.2%
Reduced · −850 sh
38Perimeter Soluti
COM
$3.1M86.1K
0.7%
−25%
Reduced · −28K sh
39Ge Healthcare Te
COM
$3.0M47.3K
0.7%
New
New position
40Amer Finl Group
COM
$3.0M21.5K
0.7%
+25%
Added · +4K sh
41Boeing Co
COM
$3.0M13.9K
0.7%
−3.4%
Reduced · −495 sh
42Wisdomtree Inc
COM
$2.9M171.3K
0.7%
New
New position
43Intel Corp
COM
$2.8M20.1K
0.6%
−72%
Reduced · −53K sh
44Coeur Mining Inc
COM
$2.8M169.4K
0.6%
New
New position
45RTX Corp
COM
$2.7M14.4K
0.6%
+100%
Added · +7K sh
46Callaway Golf Co
COM
$2.7M145.0K
0.6%
+114%
Added · +77K sh
47Marvell Technolo
COM
$2.7M8.9K
0.6%
+10%
Added · +810 sh
48Karman Holdings
COM
$2.6M53.0K
0.6%
11×
Added · +48K sh
49Bright Horizons
COM
$2.6M37.2K
0.6%
New
New position
50Netflix Inc
COM
$2.6M36.5K
0.6%
+30%
Added · +8K sh
Showing 50 of 345 positions
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Filing history

As-of date vs the date the SEC received each filing

$633.0M · Q4 2025Q2 2025 · $313.5MQ2 2026 · $434.0M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d345$434.0M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d315$379.1M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202644d336$633.0M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202543d374$410.2M13F-HR
Q2 2025Jun 30, 2025Aug 12, 202543d343$313.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.