LRT Capital Management, LLC: summary

LRT Capital Management, LLC reported 64 positions with a reported value of $153.96M in its 13F for Q2 2026. Compared with Q1 2026: 28 new positions, 54 exited.

Top positions

• JOHNSON & JOHNSON COM
• MICRON TECHNOLOGY INC COM
• AAON INC
• STERLING INFRASTRUCTURE INC
• FABRINET SHS
• CBOE GLOBAL MKTS INC COM
• CHARLES RIV LABS INTL INC COM
• FIRST CTZNS BANCSHARES INC DEL CL A
• BANK OF AMER CORP COM
• HUMANA INC COM