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WestCap Management, LLC

Q4 2025 · 13F-HR

WestCap Management, LLCholdings as filed

Filed 2026-02-12 · accession 0000902664-26-000944

$460.3M
Reported value
2
Positions
2025-12-31
Period end
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The Brief · WestCap Management, LLC · Q4 2025

AI · grounded in 13F

WestCap Management, LLC established a new position in STUB valued at $429.4M. The fund also added a new position in Klarna Group PLC worth $30.9M. These two holdings comprise the fund's total AUM of $460.3M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
86384P109STUBSTUBHUB HOLDINGS INC$429.4M93.3%31,734,690CommonSOLE
G5279N105KLARKLARNA GROUP PLC$30.9M6.71%1,068,564CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.