FP

FOUNDRY PARTNERS SMALL CAP VALUE FUND | DRISX

Mutual Fund
FOUNDRY PARTNERS SMALL CAP VALUE FUND
Last update 2025-03-31 74 Stocks (5 new)
Value $280.00 Mil Turnover 16 %
Countries:
Top Holdings: HWC(3.04%)CASH(3.03%)AVA(2.58%)ENVA(2.51%)CUZ(2.49%)
Summary Stock Picks Current Portfolio
FOUNDRY PARTNERS SMALL CAP VALUE FUND's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HWC
Hancock Whitney Corp
2024-10-31
New Buy
New Buy
+1.61%
●
47.61 ($50.84) 53.77
$61.07
20.12%
New holding
87,737
87,737
POR
Portland General Electric Co
2024-10-31
New Buy
New Buy
+1.51%
●
45.96 ($47.58) 49.09
$41.21
-13.39%
New holding
90,927
90,927
CNXC
Concentrix Corp
2024-10-31
Sold Out
Sold Out
-1.40%
●
42.51 ($60.03) 75.58
$57.16
-4.78%
Sold Out
0
-59,671
PCRX
Pacira BioSciences Inc
2024-10-31
Sold Out
Sold Out
-1.37%
●
11.7 ($15.55) 22.36
$23.22
49.32%
Sold Out
0
-199,051
AQN
Algonquin Power & Utilities Corp
2024-10-31
Sold Out
Sold Out
-1.35%
●
4.84 ($5.34) 6.19
$5.79
8.43%
Sold Out
0
-647,321
CRGY
Crescent Energy Co
2024-10-31
Sold Out
Sold Out
-1.34%
●
10.19 ($11.59) 13.46
$9.13
-21.23%
Sold Out
0
-327,913
BRY
Berry Corp (bry)
2024-10-31
Sold Out
Sold Out
-1.30%
●
4.85 ($5.6) 6.58
$3.10
-44.64%
Sold Out
0
-567,653
PAGS
PagSeguro Digital Ltd
2024-10-31
Sold Out
Sold Out
-1.23%
●
8.04 ($9.96) 14.6
$9.41
-5.52%
Sold Out
0
-289,091
LBRT
Liberty Energy Inc
2024-10-31
Sold Out
Sold Out
-1.20%
●
17.07 ($19.74) 22.83
$12.08
-38.80%
Sold Out
0
-149,060
VGR Unlock Delisted
Vector Group Ltd
2024-10-31
Sold Out
Sold Out
-1.16%
●
12.96 ($14.52) 15.17
$14.99
3.24%
Sold Out
0
-272,536

FOUNDRY PARTNERS SMALL CAP VALUE FUND Total Holding History ($B)

To

FOUNDRY PARTNERS SMALL CAP VALUE FUND's Asset Allocation

To

FOUNDRY PARTNERS SMALL CAP VALUE FUND Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

FOUNDRY PARTNERS SMALL CAP VALUE FUND's Hypothetical Growth since 2025-01-31

FOUNDRY PARTNERS SMALL CAP VALUE FUND's Yearly Returns

Year Portfolio % % Excess Gain %

FOUNDRY PARTNERS SMALL CAP VALUE FUND News

  • 1

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