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
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SIMO | SILICON MOTION TECHNOLOGY CO | $258.70 | -12.21% | 292.74% | 283.82% | $50.8M | 40.76% | −3,697 | −0.8% |
| 2 | SATS | ECHOSTAR CORP | $116.28 | -6.71% | 565.22% | 421.43% | $24.5M | 19.64% | +165,900 | +383.1% |
| 3 | ABVX | ABIVAX SA | $101.53 | -3.24% | 1139.68% | 900.30% | $14.4M | 11.58% | +129,700 | NEW |
| 4 | CZR | CAESARS ENTERTAINMENT INC NE | $29.20 | -0.21% | 13.49% | -66.58% | $14.0M | 11.23% | +530,000 | NEW |
| 5 | RVMD | REVOLUTION MEDICINES INC | $149.23 | -4.15% | 263.18% | 421.05% | $9.7M | 7.80% | +100,000 | NEW |
| 6 | BA | BOEING CO | $215.45 | -0.91% | 2.21% | -4.87% | $8.0M | 6.39% | +40,000 | NEW |
| 7 | OPTU | OPTIMUM COMMUNICATIONS INC | $1.09 | -0.91% | -51.56% | -96.45% | $3.2M | 2.60% | — | HELD |
| 8 | ACI | ALBERTSONS COS INC | $16.36 | 3.02% | -21.01% | 13.97% | — | — | −500,000 | EXITED |
Source: SEC EDGAR · accession 0000919574-26-003314. 13F discloses long positions only — shorts, foreign equities, and options are excluded.