Sciencast Management LP — 13F holdings

Sciencast Management LP reported 235 holdings worth $482M in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

1. PWR QUANTA SVCS INC — $4.40M (0.9%)
2. UAL UNITED AIRLS HLDGS INC — $4.39M (0.9%)
3. IDA IDACORP INC — $4.38M (0.9%)
4. ARMK ARAMARK — $4.38M (0.9%)
5. ATO ATMOS ENERGY CORP — $4.32M (0.9%)
6. CNQ CANADIAN NAT RES LTD — $4.31M (0.9%)
7. DUK DUKE ENERGY CORP NEW — $4.31M (0.9%)
8. WRB BERKLEY W R CORP — $4.30M (0.9%)
9. BRK.B BERKSHIRE HATHAWAY INC DEL — $4.29M (0.9%)
10. CFR CULLEN FROST BANKERS INC — $4.29M (0.9%)