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Institutional

CastleKnight Management LP

CIK 0001835751
$6.00B
Reported AUM
386
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · CastleKnight Management LP · Q1 2026

AI · grounded in 13F

CastleKnight Management LP increased its position in NVDA by 258.38%. The fund also established a new position in PBF valued at $108.49M and grew its holding in CLS by 171.48%. On the sell side, the fund closed its position in STKL, resulting in a $31.18M reduction.

Portfolio · Q1 2026

SPY$1.62BIWM$753.9MQQQ$496.4MMUSNDKNVDAOther$2.20BCL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$1.62B27.00%+1,275,000+104.9%
2IWMISHARES TR$281.65-3.55%34.35%35.27%$753.9M12.57%+460,000+17.8%
3QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$496.4M8.28%685,000−44.3%
4MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$211.9M3.53%35,400−5.3%
5SNDKSANDISK CORP$1559.32-11.39%3882.94%3175.19%$140.2M2.34%+105,600+91.8%
6NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$125.7M2.10%+519,600+258.4%
7CLSCELESTICA INC$371.71-12.61%207.89%4090.64%$108.6M1.81%+243,447+171.5%
8PBFPBF ENERGY INC$42.50-0.61%139.48%417.10%$108.5M1.81%+2,278,306NEW
9MRVLMARVELL TECHNOLOGY INC$263.47-16.74%286.51%343.94%$81.2M1.35%+26,900+3.4%
10SIMOSILICON MOTION TECHNOLOGY CO$258.70-12.21%292.74%283.82%$56.5M0.94%+407,539+424.8%
11CVICVR ENERGY INC$33.15-1.78%41.67%241.51%$48.7M0.81%+1,448,431NEW
12GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$48.4M0.81%+58,400+53.1%
13CFCF INDUSTRIES HOLD$113.49-3.43%25.81%167.00%$45.4M0.76%+349,300NEW
14SANMSANMINA CORP$252.08-10.01%189.22%556.12%$44.0M0.73%+157,900+87.1%
15AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$43.5M0.73%+21,800+18.4%
16VRTVERTIV HOLDINGS CO$300.51-7.23%160.82%976.62%$42.5M0.71%275,200−61.9%
17MSGSMADISON SQUARE GRDN SPRT COR$386.230.31%101.98%148.46%$38.5M0.64%+9,639+8.7%
18CYHCOMMUNITY HEALTH SYS INC NEW$2.74-1.79%-29.92%-79.43%$37.2M0.62%+2,919,050+29.9%
19AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$35.9M0.60%+11,000+6.8%
20AMDADVANCED MICRO DEVICES INC$466.38-10.86%301.39%339.19%$35.6M0.59%+97,800+126.8%
21TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$35.3M0.59%+48,300+85.9%
22NATNORDIC AMERICAN TANKERS LIMI$5.392.47%107.38%198.64%$34.9M0.58%+99,575+1.7%
23NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$33.2M0.55%+344,820NEW
24IRENIREN LIMITED$54.35-12.14%457.44%236.12%$32.1M0.54%+340,300+57.1%
25TENTSAKOS ENERGY NAVIGATION LTD$37.001.59%114.65%460.45%$31.5M0.53%431,257−35.0%
26TNKTEEKAY TANKERS LTD$72.202.95%66.45%561.38%$28.6M0.48%285,431−42.2%
27HUTHUT 8 CORP$112.24-12.15%504.42%374.59%$28.2M0.47%364,400−37.8%
28LXULSB INDS INC$12.53-2.79%63.15%85.10%$27.5M0.46%1,396,067−43.1%
29AMATAPPLIED MATLS INC$453.01-9.71%173.68%237.67%$25.6M0.43%+74,900NEW
30ASIXADVANSIX INC$21.48-2.63%-6.76%-28.62%$24.8M0.41%+1,017,081NEW
31CGCARLYLE GROUP INC$43.48-0.11%$24.3M0.41%+237,600+89.5%
32TBTPROSHARES TR$36.091.15%$24.1M0.40%20,500−2.9%
33BTDRBITDEER TECHNOLOGIES GROUP$17.47-11.00%$23.9M0.40%+668,400+31.9%
34HBMHUDBAY MINERALS INC$25.66-14.81%$22.5M0.38%88,200−7.6%
35FSKFS KKR CAP CORP$10.70-2.46%$22.3M0.37%+1,674,100+322.5%
36METAMETA PLATFORMS INC$593.00-5.51%$22.3M0.37%24,980−39.1%
37CRWVCOREWEAVE INC$100.39-7.07%$21.4M0.36%6,200−2.2%
38FCXFREEPORT MCMORAN INC$63.37-9.07%$21.3M0.36%+79,500+28.1%
391B2BITFARMS LTD$21.2M0.35%+2,601,800+31.4%
40FROFRONTLINE PLC$35.172.96%$21.0M0.35%+602,000NEW
41INSWINTERNATIONAL SEAWAYS INC$81.073.29%$20.9M0.35%+229,151+397.5%
42DHTDHT HOLDINGS INC$16.652.52%$20.3M0.34%259,350−19.0%
43APOAPOLLO GLOBAL MGMT INC$128.03-0.30%$20.0M0.33%+161,500+912.4%
44DALDELTA AIR LINES INC$79.42-0.11%$19.3M0.32%+242,900+520.1%
45DINOHF SINCLAIR CORP$71.39-1.98%$19.0M0.32%+303,900NEW
46TLNTALEN ENERGY CORP$364.74-3.53%$18.9M0.31%+8,200+16.1%
47UALUNITED AIRLS HLDGS INC$105.730.75%$18.8M0.31%+100,200+96.8%
48ZDZIFF DAVIS INC$45.81-4.46%$17.7M0.30%+103,871+32.6%
49TTAMTITAN AMER SA$15.67-2.00%$16.8M0.28%+73,900+7.0%
50ADVADVANTAGE SOLUTIONS INC$38.751.28%$15.8M0.26%+748,323NEW
51APAAPA CORPORATION$36.57-4.32%$15.7M0.26%+370,900NEW
52RDDTREDDIT INC$173.45-5.69%$14.4M0.24%+91,000+579.6%
53MDPEDIATRIX MEDICAL GROUP INC$22.611.07%$13.7M0.23%+245,970+62.1%
54DELLDELL TECHNOLOGIES INC$394.39-6.55%$13.3M0.22%+75,100+1211.3%
55CHRDCHORD ENERGY CORPORATION$134.79-3.77%$13.3M0.22%+93,329NEW
56CRMSALESFORCE INC$185.66-1.64%$13.0M0.22%+38,000+119.1%
57CHTRCHARTER COMMUNICATIONS INC$132.122.38%$13.0M0.22%+49,500+458.3%
58AMKRAMKOR TECHNOLOGY INC$64.95-12.02%$12.7M0.21%+107,200+61.6%
59THCTENET HEALTHCARE CORP$162.060.43%$12.5M0.21%14,600−18.1%
60CECELANESE CORP DEL$51.03-5.45%$12.3M0.21%+187,400NEW
61COFCAPITAL ONE FINL CORP$180.67-1.38%$12.2M0.20%+25,200+60.8%
62STNGSCORPIO TANKERS INC$75.961.17%$12.1M0.20%+130,100+405.3%
63TRMDTORM PLC$28.441.21%$12.1M0.20%+229,415+113.1%
64ILPTINDUSTRIAL LOGISTICS PPTYS T$8.61-2.60%$10.7M0.18%23,660−1.2%
65PERIPERION NETWORK LTD$7.88-3.08%$10.4M0.17%+562,963+117.5%
66MATMATTEL INC$14.08-0.85%$10.4M0.17%+368,876+106.5%
67PTONPELOTON INTERACTIVE INC$5.77-6.48%$10.3M0.17%HELD
68ENRENERGIZER HLDGS INC$19.442.97%$10.2M0.17%+396,682+178.6%
69FTAIFTAI AVIATION LTD$234.05-6.41%$10.0M0.17%+13,100+47.3%
70MODMODINE MFG CO$276.51-8.20%$9.9M0.17%514,793−91.8%
71PDDPDD HOLDINGS INC$85.07-0.94%$9.9M0.16%+40,000+70.5%
72SIRISIRIUSXM HOLDINGS INC$27.01-2.81%$9.5M0.16%+274,700+197.6%
73NINENINE ENERGY SERVICE INC$10.22-8.26%$9.5M0.16%+1,157,943NEW
74DOWDOW HLDGS INC$33.97-2.36%$9.4M0.16%+225,700NEW
75NCLHNORWEGIAN CRUISE LINE HLDGS$18.75-1.99%$9.3M0.15%158,900−24.2%
76ARDTARDENT HEALTH INC$8.680.93%$9.2M0.15%90,980−7.8%
77UHSUNIVERSAL HLTH SVCS INC$145.171.72%$9.1M0.15%+10,900+27.2%
78CMCOCOLUMBUS MCKINNON CORP N Y$12.88-8.52%$9.1M0.15%+114,900+22.5%
79STRZSTARZ ENTERTAINMENT CORP.$26.13-6.71%$9.1M0.15%+403,085+104.0%
80HELEHELEN OF TROY LTD$24.34-2.76%$9.1M0.15%+161,400+34.5%
81PKPARK HOTELS & RESORTS INC$14.050.07%$8.9M0.15%24,800−2.9%
82CIFRCIPHER DIGITAL INC$22.45-12.13%$8.9M0.15%+111,200+19.2%
83PRGOPERRIGO CO PLC$10.831.50%$8.8M0.15%+819,300NEW
84NRGNRG ENERGY INC$129.20-3.14%$8.8M0.15%+48,700+431.0%
85MURMURPHY OIL CORP$38.67-3.25%$8.5M0.14%+205,300NEW
86BABAALIBABA GROUP HLDG LTD$121.06-3.88%$8.5M0.14%+43,700+183.6%
87SMSM ENERGY COMPANY$32.21-5.15%$8.4M0.14%+268,533NEW
88AESAES CORP$14.67-0.41%$8.3M0.14%974,615−62.2%
89CMPCOMPASS MINERALS INTL INC$29.63-5.55%$8.2M0.14%+254,026+260.5%
90CRGYCRESCENT ENERGY COMPANY$11.54-5.41%$8.1M0.14%+568,115+1746.7%
91NOGNORTHERN OIL & GAS INC$20.98-4.11%$8.1M0.13%+276,024NEW
92BIDUBAIDU INC$121.66-9.75%$8.0M0.13%+23,200+48.0%
93UTZUTZ BRANDS INC$7.073.97%$7.9M0.13%+968,200+3327.1%
94DXCDXC TECHNOLOGY CO$9.01-5.26%$7.9M0.13%+302,449+93.2%
95LITELUMENTUM HLDGS INC$863.66-8.62%$7.9M0.13%+11,200NEW
96INGMINGRAM MICRO HLDG CORP$29.51-3.94%$7.6M0.13%+261,700+408.9%
97NTRNUTRIEN LTD$67.20-2.61%$7.5M0.13%+100,000NEW
98AMCXAMC NETWORKS INC$9.800.51%$7.5M0.13%+775,116+231.9%
99DINDINE BRANDS GLOBAL INC$29.441.24%$7.4M0.12%+7,000+2.6%
100APPAPPLOVIN CORP$557.20-0.30%$7.3M0.12%+16,500+891.9%
101PENNPENN ENTERTAINMENT INC$7.3M0.12%+298,100+160.5%
102GDXVANECK ETF TRUST$7.1M0.12%+77,200NEW
103OPTUOPTIMUM COMMUNICATIONS INC$7.1M0.12%+332,121+6.5%
104RLJRLJ LODGING TR$7.0M0.12%68,900−6.8%
105NUSNU SKIN ENTERPRISES INC$7.0M0.12%+120,700+14.3%
106PLAYDAVE & BUSTERS ENTMT INC$6.7M0.11%+178,976+40.6%
107COTYCOTY INC$6.6M0.11%+2,859,317+661.3%
108LILAKLIBERTY LATIN AMERICA LTD$6.6M0.11%66,400−8.2%
109ALITALIGHT INC$6.6M0.11%+11,191,600+15042.5%
110VTRSVIATRIS INC$6.4M0.11%19,100−3.9%
111CXCEMEX SA EURO MTN BE 144A$6.3M0.11%240,100−30.2%
112RIOTRIOT PLATFORMS INC$6.3M0.11%+274,600+115.8%
113NXQUANEX BLDG PRODS CORP$6.2M0.10%+320,400+1271.4%
114PRMBPRIMO BRANDS CORPORATION$6.2M0.10%298,000−47.6%
115ZETAZETA GLOBAL HOLDINGS CORP$6.1M0.10%+102,300+36.4%
116ROCKGIBRALTAR INDS INC$6.0M0.10%+150,500NEW
117MTDRMATADOR RES CO$5.9M0.10%+93,017NEW
118NWLNEWELL BRANDS INC$5.8M0.10%+836,986+96.8%
119CARTMAPLEBEAR INC$5.8M0.10%+124,800+411.9%
120DHCDIVERSIFIED HEALTHCARE TR$5.7M0.10%311,600−26.5%
121HAINHAIN CELESTIAL GROUP INC$5.7M0.09%+5,474,336+204.8%
122VSTVISTRA CORP$5.7M0.09%5,900−13.5%
123FMCFMC CORP$5.7M0.09%+35,100+12.0%
124ADEAADEIA INC$5.6M0.09%119,100−33.8%
125CORZCORE SCIENTIFIC INC NEW$5.5M0.09%+34,000+10.2%
126PINSPINTEREST INC$5.4M0.09%HELD
127UBERUBER TECHNOLOGIES INC$5.4M0.09%HELD
128SBHSALLY BEAUTY HLDGS INC$5.4M0.09%31,800−7.5%
129ALTGALTA EQUIPMENT GROUP INC$5.3M0.09%+114,560+13.2%
130MMACYS INC$5.3M0.09%HELD
131DBRGDIGITALBRIDGE GROUP INC$5.3M0.09%1,621,500−82.6%
132WTIW & T OFFSHORE INC$5.2M0.09%+1,520,340NEW
133APOGAPOGEE ENTERPRISES INC$5.1M0.09%+110,451+257.6%
134WYFIWHITEFIBER INC$5.1M0.09%+431,700NEW
135TNLTRAVEL PLUS LEISURE CO$5.1M0.09%HELD
136ADBEADOBE INC$5.0M0.08%+5,800+39.5%
137IESCIES HOLDINGS INC$5.0M0.08%8,091−43.6%
138VNETVNET GROUP INC$5.0M0.08%+50,200+9.2%
139XYZBLOCK INC$5.0M0.08%+42,500+106.3%
140GIIIG III APPAREL GROUP LTD$4.9M0.08%HELD
141DOLEDOLE PLC$4.8M0.08%HELD
142ECVTECOVYST INC$4.7M0.08%HELD
143FSLRFIRST SOLAR INC$4.7M0.08%9,300−28.2%
144WULFTERAWULF INC$4.7M0.08%185,800−36.5%
145ARCBARCBEST CORP$4.6M0.08%+46,995NEW
146HMYHARMONY GOLD MNG LTD$4.6M0.08%+297,900NEW
147FOURSHIFT4 PMTS INC$4.5M0.08%+41,500+67.5%
148ASCARDMORE SHIPPING CORP$4.5M0.07%+90,132+44.1%
149DTDYNATRACE INC$4.4M0.07%+120,100NEW
150INNSUMMIT HOTEL PPTYS$4.3M0.07%HELD
151WDAYWORKDAY INC$4.3M0.07%+32,800NEW
152PAYXPAYCHEX INC$4.3M0.07%+46,200NEW
153NOMDNOMAD FOODS LTD$4.2M0.07%+22,600+5.4%
154TDSTELEPHONE & DATA SYS INC$4.2M0.07%37,600−27.4%
155PAHCPHIBRO ANIMAL HEALTH CORP$4.2M0.07%165,002−68.5%
156GDDYGODADDY INC$4.2M0.07%+50,500NEW
157ARWARROW ELECTRS INC$4.1M0.07%+9,400+49.2%
158INVINNVENTURE INC$4.0M0.07%+1,029,465NEW
159ASOACADEMY SPORTS & OUTDOORS IN$4.0M0.07%+71,300NEW
160NEMNEWMONT CORP$4.0M0.07%+37,100NEW
161STZCONSTELLATION BRANDS INC$4.0M0.07%+17,400+187.1%
162MGMMGM RESORTS INTERNATIONAL$4.0M0.07%HELD
163CNKCINEMARK HLDGS INC$3.9M0.07%173,800−55.9%
164SSRMSSR MINING IN$3.9M0.06%+132,200NEW
165CVLGCOVENANT LOGISTICS GROUP INC$3.9M0.06%+143,000NEW
166PFSIPENNYMAC FINL SVCS INC NEW$3.9M0.06%+44,100NEW
167CORZWCORE SCIENTIFIC INC NEW$3.8M0.06%51,211−10.7%
168WOLFWOLFSPEED INC$3.8M0.06%HELD
169FNKOFUNKO INC$3.7M0.06%+84,655+7.8%
170BVBRIGHTVIEW HLDGS INC$3.6M0.06%+308,800NEW
171WSCWILLSCOT HLDGS CORP$3.6M0.06%+25,700+14.3%
172TOSTTOAST INC$3.6M0.06%+134,342NEW
173ORCLORACLE CORP$3.5M0.06%+23,580NEW
174TAPMOLSON COORS BEVERAGE CO$3.4M0.06%+52,000+186.4%
175ELFE L F BEAUTY INC$3.4M0.06%+39,095+235.5%
176NBISNEBIUS GROUP N.V.$3.4M0.06%+12,400+62.0%
177DKNGDRAFTKINGS INC NEW$3.4M0.06%HELD
178NOWSERVICENOW INC$3.3M0.06%+28,500+814.3%
179XPROEXPRO GROUP HOLDINGS NV$3.3M0.06%+12,100+6.7%
180FUNSIX FLAGS ENTERTAINMENT CORP$3.3M0.06%+188,102NEW
181PSFEPAYSAFE LIMITED$3.3M0.06%+315,853+186.9%
182TWITITAN INTL INC ILL$3.3M0.05%+476,700NEW
183ITGARTNER INC$3.3M0.05%+20,700NEW
184BBARRICK MNG CORP$3.3M0.05%+79,700NEW
185ARISARIS MINING CORPORATION$3.2M0.05%+172,700NEW
186AVTAVNET INC$3.2M0.05%HELD
187SONSONOCO PRODS CO$3.2M0.05%+16,400+38.8%
188PENGPENGUIN SOLUTIONS INC$3.2M0.05%114,695−38.9%
189NGVTINGEVITY CORP$3.1M0.05%30,500−41.0%
190DRVNDRIVEN BRANDS HLDGS INC$3.1M0.05%HELD
191PLTKPLAYTIKA HLDG CORP$3.1M0.05%200,000−15.2%
192OECORION S.A.$3.1M0.05%HELD
193WESTWESTROCK COFFEE CO$3.1M0.05%+143,800+25.0%
194XIFRXPLR INFRASTRUCTURE LP$3.0M0.05%HELD
195SATSECHOSTAR CORP$2.9M0.05%+25,000NEW
196PRKSUNITED PARKS & RESORTS INC$2.9M0.05%+88,800NEW
197MTCHMATCH GROUP INC NEW$2.9M0.05%HELD
198JHXJAMES HARDIE INDS PLC$2.9M0.05%+83,600+122.9%
199PACKRANPAK HOLDINGS CORP$2.9M0.05%+82,100+11.4%
200FDSFACTSET RESH SYS INC$2.8M0.05%+12,700NEW
201MSFTMICROSOFT CORP$2.7M0.05%760−9.3%
202SPOTSPOTIFY TECHNOLOGY S A$2.7M0.05%+5,600NEW
203LUXELUXEXPERIENCE BV$2.6M0.04%263,881−44.5%
204MCWMISTER CAR WASH INC$2.6M0.04%HELD
205SVCSERVICE PPTYS TR$2.6M0.04%+371,415+24.1%
206GFIGOLD FIELDS LTD$2.6M0.04%+57,000NEW
207REPXRILEY EXPLORATION PERMIAN IN$2.5M0.04%+69,709NEW
208FLEXFLEXTRONICS INTL LTD$2.5M0.04%HELD
209AEOAMERICAN EAGLE OUTFITTERS IN$2.5M0.04%38,000−20.3%
210ATKRATKORE INC$2.5M0.04%HELD
211JAKKJAKKS PAC INC$2.4M0.04%+121,800NEW
212LYBLYONDELLBASELL INDUSTRIES NV$2.4M0.04%+30,000NEW
213KLXEKLX ENERGY SERVICES HOLDINGS$2.4M0.04%77,556−7.8%
214SGRYSURGERY PARTNERS INC$2.4M0.04%HELD
215BMBLBUMBLE INC$2.3M0.04%+255,000+56.1%
216KDKYNDRYL HLDGS INC$2.3M0.04%+19,900+12.8%
217XPOFXPONENTIAL FITNESS INC$2.3M0.04%HELD
218STKSTHE ONE GROUP HOSPITALITY IN$2.3M0.04%HELD
219EROERO COPPER CORP$2.3M0.04%HELD
220JAZZJAZZ PHARMACEUTICALS PLC$2.2M0.04%HELD
221PROPPRAIRIE OPER CO$2.2M0.04%+1,068,075NEW
222WHFWHITEHORSE FIN INC$2.2M0.04%HELD
223XRX 3.75 03/15/30XEROX HOLDINGS CORP$2.1M0.04%HELD
224TREXTREX INC$2.1M0.04%+58,700NEW
225TTMITTM TECHNOLOGIES INC$2.1M0.04%5,300−19.6%
226ARKOARKO CORP$2.1M0.04%44,100−10.4%
227SLGNSILGAN HLDGS INC$2.1M0.04%HELD
228BILLBILL HOLDINGS INC$2.1M0.04%1,800−3.2%
229GPKGRAPHIC PACKAGING HLDG CO$2.1M0.04%+160,300+311.9%
230HPKHIGHPEAK ENERGY INC$2.1M0.03%+301,863NEW
231REIRING ENERGY INC$2.1M0.03%+1,361,217NEW
232ASMLASML HLDG NV$2.0M0.03%200−11.5%
233MTNVAIL RESORTS INC$2.0M0.03%+15,700NEW
234ZZILLOW GROUP INC$2.0M0.03%+44,700+1146.2%
235FLUTFLUTTER ENTMT PLC$2.0M0.03%HELD
236RBLXROBLOX CORP$2.0M0.03%+5,200+17.3%
237PUMPPROPETRO HLDG CORP$1.9M0.03%HELD
238GTLBGITLAB INC$1.9M0.03%+56,600+177.4%
239RJETREPUBLIC AWYS HLDGS INC$1.9M0.03%+86,917+464.0%
240FLLFULL HSE RESORTS INC$1.8M0.03%+16,261+2.1%
241WOLF 2.5 06/15/31WOLFSPEED INC$1.8M0.03%+1,222,000NEW
242MAGNMAGNERA CORP$1.7M0.03%HELD
243JJSFJ & J SNACK FOODS CORP$1.7M0.03%+21,800NEW
244CRTOCRITEO S A$1.7M0.03%+73,500+345.1%
245BGSB & G FOODS INC$1.7M0.03%553,676−61.6%
246OLNOLIN CORP$1.6M0.03%+54,200NEW
247SCLSTEPAN CO$1.6M0.03%+32,200NEW
248SABRSABRE CORP$1.6M0.03%+674,060+162.3%
249OCOWENS CORNING NEW$1.6M0.03%+14,500NEW
250MDBMONGODB INC$1.6M0.03%+4,900+326.7%
251TGBTASEKO MINES LTD$1.6M0.03%1,427,800−85.6%
252ONON SEMICONDUCTOR CORP$1.5M0.03%+25,000NEW
253FRSHFRESHWORKS INC$1.5M0.03%+191,200NEW
254EXFYEXPENSIFY INC$1.5M0.03%HELD
255MHKMOHAWK INDS INC$1.5M0.02%+14,800NEW
256PAYCPAYCOM SOFTWARE INC$1.4M0.02%+11,800NEW
257AKAMAKAMAI TECHNOLOGIES INC$1.4M0.02%10,300−45.4%
258MRTNMARTEN TRANS LTD$1.4M0.02%+108,400NEW
259TECKTECK RESOURCES LTD$1.4M0.02%HELD
260CABOCABLE ONE INC$1.4M0.02%HELD
261KLCKINDERCARE LEARNING COMPANIE$1.4M0.02%+621,674NEW
262BYDBOYD GAMING CORP$1.4M0.02%+16,500NEW
263FSMFORTUNA MNG CORP$1.3M0.02%122,400−47.5%
264XJQCXNUVEEN CR STRATEGIES INCOME$1.3M0.02%HELD
265VISNVISTANCE NETWORKS INC$1.3M0.02%44,100−38.2%
266DYDYCOM INDS INC$1.3M0.02%17,700−82.3%
267KKRKKR & CO INC$1.3M0.02%+13,600NEW
268AVDAMERICAN VANGUARD CORP$1.3M0.02%HELD
269STGWSTAGWELL INC$1.3M0.02%HELD
270CDECOEUR MNG INC$1.2M0.02%+66,500NEW
271CGAUCENTERRA GOLD INC$1.2M0.02%+69,700NEW
272TVGRUPO TELEVISA S A B$1.2M0.02%HELD
273MANUMANCHESTER UTD PLC NEW$1.2M0.02%95,600−56.5%
274NTNXNUTANIX INC$1.2M0.02%+32,500NEW
275NUNU HLDGS LTD$1.2M0.02%HELD
276SAMBOSTON BEER INC$1.2M0.02%1,300−19.7%
277AHTASHFORD HOSPITALITY TR INC$1.2M0.02%+31,000+7.5%
278WERNWERNER ENTERPRISES INC$1.2M0.02%+40,600NEW
279DOCUDOCUSIGN INC$1.2M0.02%+10,000+67.6%
280TSQTOWNSQUARE MEDIA INC$1.2M0.02%+173,539+426.6%
281YETIYETI HLDGS INC$1.2M0.02%HELD
282UGIUGI CORP NEW$1.2M0.02%HELD
283ZGNERMENEGILDO ZEGNA N V$1.1M0.02%49,500−31.2%
284CELHCELSIUS HLDGS INC$1.1M0.02%+31,800NEW
285TEAMATLASSIAN CORPORATION$1.1M0.02%+16,500NEW
286EXKENDEAVOUR SILVER CORP$1.1M0.02%148,300−56.1%
287SGSWEETGREEN INC$1.1M0.02%HELD
288CARSCARS COM INC$1.1M0.02%+26,800+25.9%
289BLZEBACKBLAZE INC$1.0M0.02%HELD
290UCTTULTRA CLEAN HLDGS INC$1.0M0.02%30,900−65.6%
291REZIRESIDEO TECHNOLOGIES INC$988K0.02%HELD
292HUBSHUBSPOT INC$976K0.02%+4,000NEW
293APLDAPPLIED DIGITAL CORP$971K0.02%70,400−63.3%
294KHCKRAFT HEINZ CO$956K0.02%+42,500NEW
295BXBLACKSTONE INC$954K0.02%+8,300NEW
296EGOELDORADO GOLD CORP NEW$953K0.02%+27,800NEW
297CRSRCORSAIR GAMING INC$951K0.02%HELD
298RKTROCKET COS INC$936K0.02%HELD
299SPGIS&P GLOBAL INC$936K0.02%+2,200NEW
300GTGOODYEAR TIRE & RUBR CO$910K0.02%32,200−19.0%
301FRMIFERMI INC$897K0.01%+153,600NEW
302UNITUNITI GROUP LLC$894K0.01%HELD
303OKTAOKTA INC$882K0.01%+11,200NEW
304CLARCLARUS CORP NEW$859K0.01%HELD
305HYACHAYMAKER ACQUISITION CORP IV$851K0.01%+73,751NEW
306OIO-I GLASS INC$840K0.01%17,000−17.5%
307IPINTERNATIONAL PAPER CO$839K0.01%+23,500NEW
308NTESNETEASE COM INC$806K0.01%HELD
309SEMSELECT MED HLDGS CORP$784K0.01%87,100−64.4%
310GBTGGLOBAL BUSINESS TRAVEL GROUP$775K0.01%HELD
311BRZEBRAZE INC$767K0.01%HELD
312FIVNFIVE9 INC$766K0.01%+50,500NEW
313SSPSCRIPPS E W CO OHIO$758K0.01%HELD
314CVLTCOMMVAULT SYS INC$756K0.01%+9,700NEW
315SNDSMART SAND INC$753K0.01%301,578−67.2%
316HPPHUDSON PACIFIC PROPERTIES IN$752K0.01%+23,394+22.5%
317LIONLIONSGATE STUDIOS CORP$748K0.01%399,398−83.7%
318CAICARIS LIFE SCIENCES INC$734K0.01%+30,600+293.2%
319ACHCACADIA HEALTHCARE COMPANY IN$692K0.01%69,200−70.0%
320PVHPVH CORPORATION$677K0.01%4,200−30.2%
321OKLOOKLO INC$674K0.01%+13,600NEW
322NRGVENERGY VAULT HOLDINGS INC$669K0.01%105,400−34.2%
323JFRNUVEEN FLOATING RATE INCOME$657K0.01%HELD
324TRIPTRIPADVISOR INC$649K0.01%HELD
325DOCNDIGITALOCEAN HLDGS INC$643K0.01%68,500−90.1%
326NTSKNETSKOPE INC$641K0.01%+49,200+187.4%
327WOOFPETCO HEALTH & WELLNESS CO I$636K0.01%+106,400+86.9%
328PFLTPENNANTPARK FLOATING RATE CA$636K0.01%HELD
329CMCSACOMCAST CORP NEW$620K0.01%+21,600NEW
330CRCCALIFORNIA RES CORP$619K0.01%+8,946NEW
331AALAMERICAN AIRLINES GROUP INC$609K0.01%HELD
332SMRNUSCALE PWR CORP$605K0.01%+21,900+64.6%
333SAIASAIA INC$580K0.01%4,450−73.0%
334DACDANAOS CORPORATION$574K0.01%HELD
335JBLJABIL INC$558K0.01%HELD
336XRXXEROX HOLDINGS CORP$522K0.01%HELD
337UPLDUPLAND SOFTWARE INC$518K0.01%HELD
338BBCPCONCRETE PUMPING HLDGS INC$510K0.01%HELD
339GDSGDS HLDGS LTD$500K0.01%21,800−63.7%
340XHBSPDR SERIES TRUST$494K0.01%HELD
341ICHRICHOR HOLDINGS$490K0.01%18,600−63.9%
342MLPMAUI LD & PINEAPPLE INC$485K0.01%HELD
343CMICUMMINS INC$484K0.01%+900NEW
344RILYBRC GROUP HOLDINGS INC$474K0.01%56,911−46.8%
345LYFTLYFT INC$466K0.01%HELD
346RENTRENT THE RUNWAY INC$462K0.01%24,200−20.0%
347EXPEEXPEDIA GROUP INC$462K0.01%HELD
348BHRBRAEMAR HOTELS & RESORTS INC$443K0.01%HELD
349BTBTBIT DIGITAL INC$441K0.01%+336,500NEW
350TENBTENABLE HLDGS INC$431K0.01%+25,500NEW
351TERTERADYNE INC$415K0.01%19,400−93.3%
352TGTREDEGAR CORP$384K0.01%HELD
353ANDEANDERSONS INC$380K0.01%HELD
354TRI4EURTHOMSON REUTERS CORP$378K0.01%+4,200NEW
355IMSRTERRESTRIAL ENERGY INC$365K0.01%HELD
356UAMYUNITED STATES ANTIMONY CORP$364K0.01%41,750−50.0%
357ALABASTERA LABS INC$362K0.01%+3,300NEW
358TDOCTELADOC HEALTH INC$361K0.01%HELD
359LWLAMB WESTON HLDGS INC$355K0.01%HELD
360LINTA 4 11/15/29LIBERTY MEDIA CORP DEL$347K0.01%HELD
361SJMSMUCKER J M CO$347K0.01%3,700−50.7%
362CRHCRH PLC$336K0.01%3,200−50.0%
363TMETENCENT MUSIC ENTMT GROUP$322K0.01%HELD
364SKILSKILLSOFT CORP$309K0.01%HELD
365RRGBRED ROBIN GOURMET BURGERS IN$307K0.01%+104,836NEW
366VOYGVOYAGER TECHNOLOGIES INC$297K0.00%HELD
367NVTNVENT ELEC PLC$296K0.00%22,300−89.9%
368DOUGDOUGLAS ELLIMAN INC$290K0.00%HELD
369RIMEALGORHYTHM HLDGS INC$251K0.00%+230,000NEW
370SNBRSLEEP NUMBER CORP$250K0.00%HELD
371XBPXBP GLOBAL HOLDINGS INC$249K0.00%44,749−44.2%
372PZZAPAPA JOHNS INTL INC$246K0.00%7,500−49.7%
373HAYMAKER ACQUISITION CORP IV$235K0.00%+79,600NEW
374AQNALGONQUIN POWER & UTILITIES$227K0.00%HELD
375NFENEW FORTRESS ENERGY INC$227K0.00%HELD
376TFIITRANSFORCE INC$217K0.00%+2,000NEW
377CTEVCLARITEV CORPORATION$212K0.00%HELD
378MHOM/I HOMES INC$208K0.00%HELD
379BWXTBWX TECHNOLOGIES INC$204K0.00%1,000−50.0%
380APPSDIGITAL TURBINE INC$202K0.00%HELD
381IMSRWTERRESTRIAL ENERGY INC$190K0.00%HELD
382INSEINSPIRED ENTMT INC$171K0.00%HELD
383WTTRSELECT WATER SOLUTIONS INC$168K0.00%1,000−8.3%
384BALYBALLYS CORPORATION$160K0.00%+16,627NEW
385RXTRACKSPACE TECHNOLOGY INC$99K0.00%3,058,400−96.8%
386TEADTEADS HLDG CO$23K0.00%HELD
387STKLSUNOPTA INC8,204,844EXITED
388ADVANTAGE SOLUTIONS INC11,794,950EXITED
389BWBABCOCK & WILCOX ENTERPRISES1,312,950EXITED
390TEVATEVA PHARMACEUTICAL INDS LTD245,200EXITED
391SCHLSCHOLASTIC CORP203,300EXITED
392CCOCLEAR CHANNEL OUTDOOR HLDGS2,425,708EXITED
393SPBSPECTRUM BRANDS HLDGS INC NE84,800EXITED
394IFFINTERNATIONAL FLAVORS&FRAGRA48,800EXITED
395POWLPOWELL INDS INC10,200EXITED
396UTE0CANTALOUPE INC208,700EXITED
397DXPEDXP ENTERPRISES INC17,800EXITED
398CVGWCALAVO GROWERS INC89,600EXITED
399AGXARGAN INC6,136EXITED
400CNCCENTENE CORP DEL43,600EXITED
401BGBUNGE GLOBAL SA18,900EXITED
402GXOGXO LOGISTICS INCORPORATED30,000EXITED
403FORMFORMFACTOR INC27,800EXITED
404CMGCHIPOTLE MEXICAN GRILL INC34,300EXITED
405AMRZAMRIZE LTD23,200EXITED
406TKTEEKAY CORPORATION LTD95,902EXITED
407OWLBLUE OWL CAPITAL INC54,200EXITED
408RYAMRAYONIER ADVANCED MATLS INC109,951EXITED
409TXTTEXTRON INC6,600EXITED
410BF/BBROWN FORMAN CORP21,000EXITED
411AXTAAXALTA COATING SYS LTD14,400EXITED
412AMBPARDAGH METAL PACKAGING S A105,500EXITED
413PEPPEPSICO INC2,600EXITED
414MYEMYERS INDS INC17,000EXITED
415CIOCITY OFFICE REIT INC42,300EXITED
416TSEOFTRINSEO PLC516,826EXITED
417TCOMTRIP COM GROUP LTD3,500EXITED
418FDXFEDEX CORP800EXITED
419MIRMIRION TECHNOLOGIES INC8,750EXITED
420MELIMERCADOLIBRE INC100EXITED

Source: SEC EDGAR · accession 0000919574-26-003331. 13F discloses long positions only — shorts, foreign equities, and options are excluded.