Latticework

What Torray Funds bought and sold in Q1 2025

In Q1 2025, Torray Funds (Torray Funds) opened 5 new positions — including PLD (0.7%), PFE (0.5%), BE (0.1%), added to 5, trimmed 7, exited 5 (UPS, ICFI, BND). The book stood at $671M across 101 positions, filed May 8, 2025.

5New5Added7Trimmed5Exited
Share𝕏in

New positions (5)

Added to (5)

Trimmed (7)

Exited (5)

Torray Funds's other filings

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.