Filed: 2/17/2026ACC: 0001653169-26-000002
📋 What this filing means
SCIENCAST MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 283 equity positions with a total reported market value of $723.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
283
Positions
$723.19M
Total AUM (reported)
9.78M
Total Shares
Allocation by class
A$716.82M99.1%
B$6.36M0.9%
Portfolio Concentration
Top 3$18.24M2.5%
4–10$41.93M5.8%
11–25$87.92M12.2%
Rest$575.10M79.5%
Top 3 weight
2.5%
Top 10 weight
8.3%
Voting Authority Distribution
Total shares with voting rights: 9.78M
Sole
Full voting authority
9.78M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole283
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings283
Rows:
TYSON FOODS INC-CL A
SOLEShares104.55K
TypeSH
Market value$6.13M
0.85%
Sole
104.55K
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares31.19K
TypeSH
Market value$6.06M
0.84%
Sole
31.19K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares42.15K
TypeSH
Market value$6.05M
0.84%
Sole
42.15K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares39.16K
TypeSH
Market value$6.04M
0.83%
Sole
39.16K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares64.31K
TypeSH
Market value$6.02M
0.83%
Sole
64.31K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares99.65K
TypeSH
Market value$5.99M
0.83%
Sole
99.65K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares5.59K
TypeSH
Market value$5.99M
0.83%
Sole
5.59K
Shared
0.00
None
0.00
TERADYNE INC
SOLEShares30.87K
TypeSH
Market value$5.98M
0.83%
Sole
30.87K
Shared
0.00
None
0.00
SOUTHERN CO/THE
SOLEShares68.44K
TypeSH
Market value$5.97M
0.83%
Sole
68.44K
Shared
0.00
None
0.00
PULTEGROUP INC
SOLEShares50.75K
TypeSH
Market value$5.95M
0.82%
Sole
50.75K
Shared
0.00
None
0.00
THE CIGNA GROUP
SOLEShares21.47K
TypeSH
Market value$5.91M
0.82%
Sole
21.47K
Shared
0.00
None
0.00
EXELON CORP
SOLEShares135.09K
TypeSH
Market value$5.89M
0.81%
Sole
135.09K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO/THE
SOLEShares41.08K
TypeSH
Market value$5.89M
0.81%
Sole
41.08K
Shared
0.00
None
0.00
DUKE ENERGY CORP
SOLEShares50.02K
TypeSH
Market value$5.86M
0.81%
Sole
50.02K
Shared
0.00
None
0.00
DOW INC
SOLEShares250.78K
TypeSH
Market value$5.86M
0.81%
Sole
250.78K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares71.75K
TypeSH
Market value$5.86M
0.81%
Sole
71.75K
Shared
0.00
None
0.00
APPLIED MATERIALS INC
SOLEShares22.81K
TypeSH
Market value$5.86M
0.81%
Sole
22.81K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares33.41K
TypeSH
Market value$5.86M
0.81%
Sole
33.41K
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares156.80K
TypeSH
Market value$5.86M
0.81%
Sole
156.80K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares7.23K
TypeSH
Market value$5.85M
0.81%
Sole
7.23K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORP
SOLEShares6.78K
TypeSH
Market value$5.84M
0.81%
Sole
6.78K
Shared
0.00
None
0.00
SHOPIFY INC - CLASS A
SOLEShares36.31K
TypeSH
Market value$5.84M
0.81%
Sole
36.31K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares16.70K
TypeSH
Market value$5.84M
0.81%
Sole
16.70K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares32.92K
TypeSH
Market value$5.84M
0.81%
Sole
32.92K
Shared
0.00
None
0.00
ARCH CAPITAL GROUP LTD
SOLEShares60.93K
TypeSH
Market value$5.84M
0.81%
Sole
60.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TYSON FOODS INC-CL ASOLE | A | 104.55K | SH | $6.13M 0.85% | 104.55K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | A | 31.19K | SH | $6.06M 0.84% | 31.19K | 0.00 | 0.00 |
PEPSICO INCSOLE | A | 42.15K | SH | $6.05M 0.84% | 42.15K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | A | 39.16K | SH | $6.04M 0.83% | 39.16K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | A | 64.31K | SH | $6.02M 0.83% | 64.31K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | A | 99.65K | SH | $5.99M 0.83% | 99.65K | 0.00 | 0.00 |
BLACKROCK INCSOLE | A | 5.59K | SH | $5.99M 0.83% | 5.59K | 0.00 | 0.00 |
TERADYNE INCSOLE | A | 30.87K | SH | $5.98M 0.83% | 30.87K | 0.00 | 0.00 |
SOUTHERN CO/THESOLE | A | 68.44K | SH | $5.97M 0.83% | 68.44K | 0.00 | 0.00 |
PULTEGROUP INCSOLE | A | 50.75K | SH | $5.95M 0.82% | 50.75K | 0.00 | 0.00 |
THE CIGNA GROUPSOLE | A | 21.47K | SH | $5.91M 0.82% | 21.47K | 0.00 | 0.00 |
EXELON CORPSOLE | A | 135.09K | SH | $5.89M 0.81% | 135.09K | 0.00 | 0.00 |
PROCTER & GAMBLE CO/THESOLE | A | 41.08K | SH | $5.89M 0.81% | 41.08K | 0.00 | 0.00 |
DUKE ENERGY CORPSOLE | A | 50.02K | SH | $5.86M 0.81% | 50.02K | 0.00 | 0.00 |
DOW INCSOLE | A | 250.78K | SH | $5.86M 0.81% | 250.78K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | A | 71.75K | SH | $5.86M 0.81% | 71.75K | 0.00 | 0.00 |
APPLIED MATERIALS INCSOLE | A | 22.81K | SH | $5.86M 0.81% | 22.81K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | A | 33.41K | SH | $5.86M 0.81% | 33.41K | 0.00 | 0.00 |
AMER SPORTS INCSOLE | A | 156.80K | SH | $5.86M 0.81% | 156.80K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | A | 7.23K | SH | $5.85M 0.81% | 7.23K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPSOLE | A | 6.78K | SH | $5.84M 0.81% | 6.78K | 0.00 | 0.00 |
SHOPIFY INC - CLASS ASOLE | A | 36.31K | SH | $5.84M 0.81% | 36.31K | 0.00 | 0.00 |
ADOBE INCSOLE | A | 16.70K | SH | $5.84M 0.81% | 16.70K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | A | 32.92K | SH | $5.84M 0.81% | 32.92K | 0.00 | 0.00 |
ARCH CAPITAL GROUP LTDSOLE | A | 60.93K | SH | $5.84M 0.81% | 60.93K | 0.00 | 0.00 |
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