NI

Neo Ivy Capital Management

13F
Neo Ivy Capital Management
Last update 2025-05-07 270 Stocks (183 new)
Value $314.00 Mil Turnover 71 %
Countries:
Top Holdings: BECN(1.71%)MSFT(1.52%)RITM(1.34%)AAPL(1.33%)BA(1.33%)
Summary Stock Picks Current Portfolio
Neo Ivy Capital Management Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BECN
Beacon Roofing Supply Inc
43,512
5,382.4
+207.61%
1.710
+1.15%
0.070
+4.87%
+22.24%
7,718.6
Industrial Distribution
MSFT
Microsoft Corp
12,754
4,787.7
+54.20%
1.520
+0.53%
0.000
+36.03%
+20.17%
3,750,313.0
Software
RITM
Rithm Capital Corp
366,338
4,194.6
+76.75%
1.340
+0.58%
0.070
+19.95%
+13.47%
6,231.6
REITs
AAPL
Apple Inc
18,858
4,188.9
-11.45%
1.330
-0.12%
0.000
+8.32%
-15.87%
3,138,913.2
Hardware
BA
Boeing Co
24,528
4,183.3
New Holding
1.330
+1.33%
0.000
+46.30%
+29.33%
172,606.9
Aerospace & Defense
NVDA
NVIDIA Corp
37,856
4,102.8
-37.61%
1.310
-0.62%
0.000
+63.72%
+27.40%
4,171,613.6
Semiconductors
MRK
Merck & Co Inc
45,248
4,061.5
+66.57%
1.290
+0.52%
0.000
+8.25%
-16.08%
205,766.5
Drug Manufacturers
F
Ford Motor Co
404,586
4,058.0
-51.30%
1.290
-0.85%
0.010
+20.89%
+18.53%
44,537.3
Vehicles & Parts
CMCSA
Comcast Corp
97,594
3,601.2
-55.44%
1.150
-0.92%
0.000
+3.94%
-5.45%
129,018.1
Telecommunication Services
COR
Cencora Inc
12,726
3,539.0
New Holding
1.130
+1.13%
0.010
+3.78%
+31.67%
57,102.3
Medical Distribution

Neo Ivy Capital Management's Historical Top Holdings Breakdowns

Neo Ivy Capital Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
KVUE
Kenvue Inc
2025-03-31
Sold Out
Sold Out
-1.66%
●
19.8 ($22.14) 23.98
$21.63
-2.30%
Sold Out
0
-385,464
ADBE
Adobe Inc
2025-03-31
Sold Out
Sold Out
-1.65%
●
377.84 ($428.84) 464.11
$360.93
-15.84%
Sold Out
0
-18,453
LOW
Lowe's Companies Inc
2025-03-31
Sold Out
Sold Out
-1.58%
●
222.66 ($246.05) 268.42
$214.60
-12.78%
Sold Out
0
-31,803
GE
GE Aerospace
2025-03-31
Reduce
Reduce
-1.54%
●
168.59 ($196.75) 212.13
$265.74
35.06%
Reduce -93.26%
3,318
-45,912
JNJ
Johnson & Johnson
2025-03-31
Reduce
Reduce
-1.41%
●
142.06 ($156.47) 167.7
$165.04
5.48%
Reduce -85.2%
8,442
-48,600
BA
Boeing Co
2025-03-31
New Buy
New Buy
+1.33%
●
148.15 ($173.09) 186.25
$228.92
32.25%
New holding
24,528
24,528
AVPT
AvePoint Inc
2025-03-31
Sold Out
Sold Out
-1.25%
●
13.5 ($16.8) 19.8
$18.86
12.29%
Sold Out
0
-377,301
BECN Unlock Delisted
Beacon Roofing Supply Inc
2025-03-31
Add
Add
+1.15%
●
100.48 ($116.47) 123.86
$124.17
6.61%
Add 207.61%
43,512
29,367
COR
Cencora Inc
2025-03-31
New Buy
New Buy
+1.13%
●
224.74 ($251.19) 278.09
$295.14
17.50%
New holding
12,726
12,726
MU
Micron Technology Inc
2025-03-31
Sold Out
Sold Out
-1.13%
●
86.89 ($96.05) 109.38
$115.89
20.65%
Sold Out
0
-66,432

Neo Ivy Capital Management Total Holding History ($B)

To

Neo Ivy Capital Management's Asset Allocation

To

Neo Ivy Capital Management Past Portfolios

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

Top Ranked Articles

  • 1

Neo Ivy Capital Management's Hypothetical Growth since 2025-03-31

Neo Ivy Capital Management's Yearly Returns

Year Portfolio % % Excess Gain %

Neo Ivy Capital Management's Holdings Heat Map

Size field:

Neo Ivy Capital Management's Holdings Bubble Chart

Neo Ivy Capital Management News

  • 1

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