MondegarAI
Kore Advisors LP

Q2 2025 · 13F-HR

Kore Advisors LPholdings as filed

Filed 2025-08-13 · accession 0001420506-25-001902

$90.7M
Reported value
16
Positions
2025-06-30
Period end
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The Brief · Kore Advisors LP · Q2 2025

AI · grounded in 13F

Kore Advisors LP established a new position in Wheels Up Experience Inc 2CH valued at $24.89M. The fund also initiated stakes in Geo Group Inc New GEO for $14.58M and Crescent Energy Company CRGY for $12.72M. Additional new positions include Tesla Inc for $9.53M and Wolfspeed Inc [[stock:WOLF 1.875 12/01/29]] for $7.67M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
96328L2052CHWHEELS UP EXPERIENCE INC$24.9M27.4%23,257,134CommonSOLE
36162J106GEOGEO GROUP INC NEW$14.6M16.1%608,938CommonSOLE
44952J104CRGYCRESCENT ENERGY COMPANY$12.7M14.0%1,479,256CommonSOLE
88160R951TSLATESLA INC$9.5M10.5%30,000PUTSOLE
977852AD4WOLF 1.875 12/01/29WOLFSPEED INC$7.7M8.46%30,461,000CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$4.6M5.13%48,000CommonSOLE
36162J906GEOGEO GROUP INC NEW$4.2M4.62%175,000CALLSOLE
84863V101FLYYQSPIRIT AVIATION HLDGS INC$3.8M4.22%767,789CommonSOLE
225447AD3WOLF 1.75 05/01/26WOLFSPEED INC$2.6M2.82%10,000,000CommonSOLE
87615L107THTARGET HOSPITALITY CORP$1.9M2.08%265,069CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$1.4M1.59%10,000CommonSOLE
977852AB8WOLF 0.25 02/15/28WOLFSPEED INC$1.1M1.21%4,500,000CommonSOLE
977852952WOLFWOLFSPEED INC$746,8330.82%1,872,700PUTSOLE
38141G104GSGOLDMAN SACHS GROUP INC$481,2700.53%680CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$210,8680.23%6,800CommonSOLE
969457100WMBWILLIAMS COS INC$200,0500.22%3,185CommonSOLE

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.