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Invenomic Capital Management LP

Q2 2026 13F filing

Updated 27 days ago

116 disclosed positions worth $1.7B

Portfolio value
$1.7B
Total holdings
116
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

G
1.GPN

GLOBAL PMTS INC

Value
$64M
Shares
881.6K
% Port
3.82%
U
2.UHS

UNIVERSAL HLTH SVCS INC

Value
$63.5M
Shares
427.3K
% Port
3.79%
W

WORKDAY INC

Value
$58.3M
Shares
476.1K
% Port
3.48%
X

DENTSPLY SIRONA INC

Value
$52.1M
Shares
4.91M
% Port
3.11%
S

SPS COMM INC

Value
$49.7M
Shares
869.4K
% Port
2.97%
Q

PVH CORPORATION

Value
$42.7M
Shares
575.3K
% Port
2.55%
B
7.BDX

BECTON DICKINSON & CO

Value
$41.3M
Shares
273.2K
% Port
2.47%
F
8.FIS

FIDELITY NATL INFORMATION SV

Value
$41.2M
Shares
1.06M
% Port
2.46%
C

CHARTER COMMUNICATIONS INC

Value
$40.2M
Shares
282.4K
% Port
2.40%
E
10.EGO

ELDORADO GOLD CORP NEW

Value
$36M
Shares
1.16M
% Port
2.15%
O
11.OMC

OMNICOM GROUP INC

Value
$34.9M
Shares
479.2K
% Port
2.08%
L
12.LYFT

LYFT INC

Value
$34.3M
Shares
2.35M
% Port
2.05%
B
13.BILL

BILL HOLDINGS INC

Value
$32.9M
Shares
908.8K
% Port
1.96%
C
14.CLVT

CLARIVATE PLC

Value
$30.8M
Shares
14.26M
% Port
1.84%
C
15.CRM

SALESFORCE INC

Value
$30.3M
Shares
193.3K
% Port
1.81%
I
16.INGM

INGRAM MICRO HLDG CORP

Value
$29.6M
Shares
1.08M
% Port
1.77%
I
17.INTU

INTUIT

Value
$27.8M
Shares
106.6K
% Port
1.66%
V
18.VTRS

VIATRIS INC

Value
$27.6M
Shares
1.74M
% Port
1.65%
C
19.CNMD

CONMED CORP

Value
$27.6M
Shares
842.2K
% Port
1.65%
O
20.OC

OWENS CORNING NEW

Value
$25.5M
Shares
160.6K
% Port
1.53%
F
21.FISV

FISERV INC

Value
$25.5M
Shares
520.2K
% Port
1.52%
S
22.SON

SONOCO PRODS CO

Value
$24.7M
Shares
438.2K
% Port
1.47%
A
23.ABM

ABM INDS INC

Value
$23.5M
Shares
532.1K
% Port
1.41%
N
24.NOMD

NOMAD FOODS LTD

Value
$22.9M
Shares
2.09M
% Port
1.37%
S
25.ST

SENSATA TECHNOLOGIES HLDG PL

Value
$22.4M
Shares
470.2K
% Port
1.34%
M
26.MNDY

MONDAY COM LTD

Value
$21M
Shares
290.7K
% Port
1.26%
I
27.INGR

INGREDION INC

Value
$20.9M
Shares
220.5K
% Port
1.25%
U
28.UPWK

UPWORK INC

Value
$20.1M
Shares
2.41M
% Port
1.20%
H
29.HURN

HURON CONSULTING GROUP INC

Value
$19.8M
Shares
220.1K
% Port
1.19%
D
30.DOLE

DOLE PLC

Value
$19.6M
Shares
1.43M
% Port
1.17%
P
31.PATH

UIPATH INC

Value
$19.4M
Shares
1.79M
% Port
1.16%
F
32.FIVN

FIVE9 INC

Value
$19M
Shares
892.7K
% Port
1.14%
D
33.DLO

DLOCAL LTD

Value
$18.1M
Shares
1.40M
% Port
1.08%
P
34.PRGS

PROGRESS SOFTWARE CORP

Value
$17.2M
Shares
511.2K
% Port
1.03%
L
35.LZ

LEGALZOOM COM INC

Value
$16.4M
Shares
2.68M
% Port
0.98%
H
36.HAE

HAEMONETICS CORP MASS

Value
$16.2M
Shares
216.2K
% Port
0.97%
E
37.ENOV

ENOVIS CORPORATION

Value
$16M
Shares
772.0K
% Port
0.95%
T
38.TNC

TENNANT CO

Value
$16M
Shares
182.4K
% Port
0.95%
C
39.COUR

COURSERA INC

Value
$15.8M
Shares
2.80M
% Port
0.94%
P
40.PH

PENN ENTERTAINMENT INC

Value
$15.8M
Shares
738.5K
% Port
0.94%
C
41.CCZ

COMCAST CORP NEW

Value
$15.5M
Shares
629.8K
% Port
0.92%
Z
42.ZBH

ZIMMER BIOMET HOLDINGS INC

Value
$15.4M
Shares
178.7K
% Port
0.92%
G

GEN DIGITAL INC

Value
$15.2M
Shares
610.3K
% Port
0.91%
G
44.GEHC

GE HEALTHCARE TECHNOLOGIES I

Value
$14.9M
Shares
233.0K
% Port
0.89%
P
45.PRS

PRUDENTIAL FINL INC

Value
$14.6M
Shares
135.4K
% Port
0.87%
K
46.KAI

KBR INC

Value
$12.8M
Shares
369.5K
% Port
0.76%
R
47.RYZ

RYERSON HLDG CORP

Value
$12.5M
Shares
508.0K
% Port
0.75%
C
48.CHWY

CHEWY INC

Value
$12.1M
Shares
614.0K
% Port
0.72%
C
49.CXT

CRANE NXT CO

Value
$12M
Shares
233.9K
% Port
0.71%
M
50.MDT

MEDTRONIC PLC

Value
$11.9M
Shares
152.3K
% Port
0.71%