Institutional
Kite Lake Capital Management (UK) LLP
CIK 0001687444
$124.7M
Reported AUM
7
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Kite Lake Capital Management (UK) LLP · Q1 2026
AI · grounded in 13F
Kite Lake Capital Management (UK) LLP initiated a new position in ABVX worth $14.4M. The fund also opened new stakes in CZR for $14M, RVMD for $9.7M, and BA for $7.9M. Other activity included accumulating shares of SATS by 383.1% and closing its position in ACI with a $8.5M reduction.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SIMO | SILICON MOTION TECHNOLOGY CO | $209.68 | -5.30% | 195.06% | 228.47% | $50.8M | 40.76% | — | HELD |
| 2 | SATS | ECHOSTAR CORP | — | — | — | — | $24.5M | 19.64% | — | HELD |
| 3 | ABVX | ABIVAX SA | $118.84 | -4.34% | 72.67% | 1123.94% | $14.4M | 11.58% | — | HELD |
| 4 | CZR | CAESARS ENTERTAINMENT INC NE | $29.77 | -0.60% | 16.63% | -70.53% | $14.0M | 11.23% | — | HELD |
| 5 | RVMD | REVOLUTION MEDICINES INC | $180.92 | -1.60% | 393.91% | 521.93% | $9.7M | 7.80% | — | HELD |
| 6 | BA | BOEING CO | $214.01 | -3.41% | -4.86% | -3.82% | $8.0M | 6.39% | — | HELD |
| 7 | OPTU | OPTIMUM COMMUNICATIONS INC | $0.76 | 0.00% | -69.64% | -97.27% | $3.2M | 2.60% | — | HELD |
Source: SEC EDGAR · accession 0000919574-26-003314. 13F discloses long positions only — shorts, foreign equities, and options are excluded.