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Institutional

Massar Capital Management, LP

CIK 0002037238
$934.2M
Reported AUM
242
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Massar Capital Management, LP · Q1 2026

AI · grounded in 13F

Massar Capital Management, LP initiated a new position in XOP valued at $181.8M. The fund also established new holdings in HYG for $67.8M and KWEB for $35.7M. On the sell side, the fund closed its positions in BLOCK INC for $82.3M and MSTR for $47.1M. Additionally, the fund significantly reduced its holdings in TLT, BABA, and COINBASE GLOBAL INC.

Portfolio · Q1 2026

XOP$181.8MQQQ$76.4MHYG$67.8MJD$53.1MXOMKWEBWMTMELIEAOther$358.7MML

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1XOPSPDR SERIES TRUST$165.99-2.94%37.93%124.91%$181.8M19.46%+1,000,000NEW
2QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$76.4M8.18%+53,621+68.1%
3HYGISHARES TR$79.43-0.50%6.72%19.17%$67.8M7.26%+852,800NEW
4JDJD.COM INC$28.88-1.06%-9.69%-53.50%$53.1M5.68%+1,684,480+1528.6%
5XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$37.2M3.98%+109,600+100.0%
6KWEBKRANESHARES TRUST$26.38-2.76%-18.26%-37.38%$35.7M3.82%+1,255,872NEW
7WMTWALMART INC$118.880.97%22.99%166.67%$33.5M3.59%+158,200+142.1%
8MELIMERCADOLIBRE INC$1607.80-1.65%-35.23%2.49%$31.5M3.37%+16,485+961.2%
9EAELECTRONIC ARTS INC$203.00-0.20%36.26%44.76%$22.2M2.38%+108,900NEW
10GSGOLDMAN SACHS GROUP INC$1038.68-4.94%72.57%212.75%$12.7M1.36%HELD
11JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$12.0M1.28%HELD
12AAPLAPPLE INC$307.34-1.25%51.31%116.17%$11.6M1.24%HELD
13IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%8.65%157.04%$10.2M1.09%1,474−3.4%
14PYPLPAYPAL HLDGS INC$41.29-3.42%-43.28%-84.88%$9.9M1.06%+203,372+1263.9%
15AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$9.7M1.04%+16,426+54.2%
16IBITISHARES BITCOIN TRUST ETF$34.14-5.22%-42.39%-3.61%$9.6M1.03%+197,304+374.4%
17EWZISHARES INC$34.01-2.21%29.36%33.02%$9.0M0.97%300,000−56.1%
18MOSMOSAIC CO$22.24-2.88%-33.45%-19.73%$8.4M0.90%+328,658NEW
19NLRVANECK ETF TRUST$122.11-7.19%25.58%164.69%$8.1M0.87%+61,134NEW
20QUREUNIQURE NV$26.45-5.50%53.16%-8.82%$7.0M0.75%+385,500+951.2%
21MPMP MATERIALS CORP$59.18-9.59%130.27%57.31%$6.8M0.73%HELD
22BABAALIBABA GROUP HLDG LTD$121.06-3.88%3.12%-34.69%$6.5M0.69%304,853−85.5%
23METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$6.4M0.68%+7,708+226.0%
24SMFGSUMITOMO MITSUI FIN GRP INC$23.16-1.78%52.87%261.33%$6.3M0.68%HELD
25MOHMOLINA HEALTHCARE INC$190.86-1.01%-35.71%-30.09%$6.3M0.67%+47,271NEW
26HRLHORMEL FOODS CORP$23.621.42%-19.11%-40.01%$6.1M0.65%+222,778+479.9%
27XLFSELECT SECTOR SPDR TR$52.300.21%3.56%55.63%$5.2M0.56%+105,300NEW
28MFGMIZUHO FINANCIAL GROUP INC$9.52-2.76%70.92%251.41%$5.2M0.55%HELD
29ETHGRAYSCALE ETHEREUM STAKING$14.95-11.33%-36.17%-36.65%$5.1M0.54%101,825−28.5%
30MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$4.9M0.52%+13,183NEW
31MUFGMITSUBISHI UFJ FINANCIAL GRO$19.91-0.70%$4.8M0.51%HELD
32URAGLOBAL X FDS$45.31-9.88%$4.7M0.51%HELD
33INTCINTEL CORP$99.17-11.28%$4.5M0.48%+32,153+46.7%
34EROERO COPPER CORP$25.78-16.19%$4.4M0.47%+48,397+41.8%
35QQQINEOS ETF TRUST$55.11-3.97%$4.1M0.44%+83,390NEW
36SPYINEOS ETF TRUST$52.77-2.24%$4.1M0.44%+82,483NEW
37TTWOTAKE-TWO INTERACTIVE SOFTWAR$214.39-1.04%$3.7M0.40%+18,922NEW
38CRKCOMSTOCK RES INC$13.00-6.00%$3.7M0.40%+176,870NEW
39ECHISHARES INC$38.62-3.45%$3.6M0.39%+16,698+22.3%
40UUUUENERGY FUELS INC$15.03-13.47%$3.5M0.38%HELD
41NETCLOUDFLARE INC$250.11-6.90%$3.4M0.37%+14,800+807.9%
42MRXMAREX GROUP PLC$55.111.16%$3.3M0.35%+73,696NEW
43PAASPAN AMERN SILVER CORP$47.58-10.31%$3.3M0.35%+60,010NEW
44GOOGLALPHABET INC$368.53-0.98%$3.2M0.34%+3,057+38.2%
45HONHONEYWELL INTL INC$213.97-1.69%$3.2M0.34%13,160−48.3%
46CDECOEUR MNG INC$16.37-11.42%$3.2M0.34%+168,307NEW
47SLMSLM CORP$22.390.49%$3.2M0.34%+147,392NEW
48CPNGCOUPANG INC$15.15-8.35%$2.9M0.31%+151,210NEW
49RTACRENATUS TACTICAL ACQUIS$10.42-0.29%$2.8M0.30%+95,444+52.6%
50SSOPROSHARES TR$65.86-5.20%$2.8M0.30%+46,300+610.8%
51DISDISNEY WALT CO$99.710.37%$2.8M0.30%HELD
52NIKLSPROTT FDS TR$13.45-7.56%$2.6M0.28%+164,657NEW
53HOODROBINHOOD MKTS INC$82.47-6.63%$2.6M0.27%+36,848NEW
54DOWDOW HLDGS INC$33.97-2.36%$2.5M0.26%+58,957NEW
55IPIINTREPID POTASH INC$34.96-5.97%$2.4M0.26%+55,798NEW
56LYBLYONDELLBASELL INDUSTRIES NV$64.50-2.54%$2.4M0.25%+29,478NEW
57CLBTCELLEBRITE DI LTD$13.81-3.36%$2.3M0.25%+168,448NEW
58STVNSTEVANATO GROUP S P A$18.46-0.27%$2.3M0.25%+168,448NEW
59TSLATESLA INC$391.00-6.56%$2.3M0.25%HELD
60ECVTECOVYST INC$12.85-0.62%$2.3M0.25%+178,976NEW
61BHPBHP BILLITON LIMITED$82.72-6.83%$2.3M0.25%+31,584NEW
62WBIWATERBRIDGE INFRASTRUCTURE L$29.44-4.45%$2.3M0.24%+84,224NEW
63VIAVVIAVI SOLUTIONS INC$47.56-10.62%$2.2M0.24%+65,994NEW
64MOOVANECK ETF TRUST$78.60-2.04%$2.1M0.23%+25,267NEW
65SGSWEETGREEN INC$7.420.68%$2.1M0.23%HELD
66ZNGAZOOM COMMUNICATIONS INC$2.1M0.23%+26,320NEW
67GEVGE VERNOVA INC$933.61-3.09%$2.1M0.22%+1,775+288.1%
68RBLXROBLOX CORP$41.82-3.53%$2.1M0.22%+36,453NEW
69CFCF INDUSTRIES HOLD$113.49-3.43%$2.1M0.22%+15,792NEW
70SEDGSOLAREDGE TECHNOLOGIES INC$63.17-13.63%$2.0M0.22%+40,006NEW
71FSLRFIRST SOLAR INC$279.01-11.41%$2.0M0.22%+10,212NEW
72SDSPROSHARES TR$59.075.29%$2.0M0.21%+14,616+124.7%
73AEXAAMERICAN EXCEPTIONALISM ACQU$11.27-0.79%$1.9M0.21%+21,056+13.3%
74GTLBGITLAB INC$31.120.91%$1.9M0.20%+23,516+36.8%
75CLPTCLEARPOINT NEURO INC$12.89-9.99%$1.9M0.20%+30,742+17.4%
76KSPIKASPI KZ JSC$81.17-2.69%$1.9M0.20%HELD
77RBRKRUBRIK INC.$73.41-4.66%$1.9M0.20%+7,735+25.6%
78VOOVANGUARD INDEX FDS$678.00-2.59%$1.8M0.20%+3,091NEW
79TACOBERTO ACQUISITION CORP$10.42-0.29%$1.8M0.20%HELD
80KOIDKRANESHARES TRUST$40.39-4.52%$1.7M0.18%HELD
81NWAX/UNEW AMER ACQUISITION I CORP$1.6M0.18%+52,640+50.0%
82LBLANDBRIDGE COMPANY LLC$70.28-5.37%$1.6M0.17%+23,162NEW
83ASSTSTRIVE INC$13.92-7.32%$1.6M0.17%+157,875NEW
84SESEA LTD$86.56-6.00%$1.6M0.17%+18,950NEW
85UBERUBER TECHNOLOGIES INC$70.71-2.08%$1.5M0.16%+21,056NEW
86EVLVEVOLV TECHNOLOGIES HLDNGS IN$5.91-6.49%$1.5M0.16%HELD
87DLODLOCAL LTD$11.24-4.50%$1.4M0.15%+109,492NEW
88GGALGRUPO FINANCIERO GALICIA S.A$47.81-1.67%$1.4M0.15%HELD
89JMIAJUMIA TECHNOLOGIES AG$6.54-5.76%$1.4M0.15%HELD
90ECOOKEANIS ECO TANKERS COR$47.740.51%$1.3M0.14%+26,320NEW
91MCGAUYORKVILLE ACQUISITION CORP.$10.27-0.48%$1.3M0.14%HELD
92CSANCOSAN S A$2.79-2.79%$1.2M0.13%HELD
93SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$1.2M0.13%27,268−93.6%
94STNESTONECO LTD$10.40-3.35%$1.2M0.13%HELD
95CCIXCHURCHILL CAPITAL CORP IX$10.80-0.09%$1.2M0.13%HELD
96CDZICADIZ INC$4.14-9.21%$1.1M0.12%HELD
97TVATEXAS VENTURES ACQUISITION I$10.520.10%$1.1M0.12%+1,584+1.5%
98NOWSERVICENOW INC$112.45-5.79%$1.0M0.11%+4,595+85.9%
99NFLXNETFLIX INC.$82.180.76%$1.0M0.11%+10,528NEW
100SBXDSILVERBOX CORP IV$10.78-0.09%$1.0M0.11%HELD
101PBWINVESCO EXCHANGE TRADED FD T$997K0.11%+31,584NEW
102LNGCHENIERE ENERGY INC$993K0.11%HELD
103ACHACCENDRA HEALTH INC$960K0.10%+421,120NEW
104TRIPTRIPADVISOR INC$959K0.10%HELD
105CIBGRUPO CIBEST SA$947K0.10%13,000−50.0%
106VNOMVIPER ENERGY INC$935K0.10%+19,898NEW
107LEUCENTRUS ENERGY CORP$921K0.10%+5,308NEW
108QLDPROSHARES TR$882K0.09%+8,453+140.9%
109MAAMID-AMER APT CMNTYS INC$879K0.09%HELD
110DDMPROSHARES TR$869K0.09%+16,702NEW
111RNGRINGCENTRAL INC$861K0.09%+23,162NEW
112DJIAGLOBAL X FDS$848K0.09%+40,305NEW
113BEAGBOLD EAGLE ACQUISITION CORP$844K0.09%HELD
114DNNDENISON MINES CORP$825K0.09%+233,648NEW
115DIASTATE STR SPDR DOW JONES IND$819K0.09%+1,768NEW
116BXSLBLACKSTONE SECD LENDING FD$815K0.09%+34,417NEW
117QCOMQUALCOMM INC$801K0.09%+6,217NEW
118NTRNUTRIEN LTD$794K0.09%+10,528NEW
119SVIVSPRING VY ACQUISITION CORP I$787K0.08%+77,418NEW
120RTACURENATUS TACTICAL ACQUIS$766K0.08%HELD
121CEPOCANTOR EQUITY PARTNERS I INC$748K0.08%HELD
122IEIVANHOE ELECTRIC INC$747K0.08%21,056−25.0%
123SPMOINVESCO EXCH TRADED FD TR II$733K0.08%+6,538NEW
124RDDTREDDIT INC$709K0.08%+3,468+193.1%
125XPEVXPENG INC$655K0.07%HELD
126ASPIASP ISOTOPES INC$651K0.07%HELD
127EATBRINKER INTL INC$650K0.07%+4,556NEW
128COINCOINBASE GLOBAL INC$643K0.07%218,145−98.3%
129RKTROCKET COS INC$635K0.07%HELD
130TGBTASEKO MINES LTD$632K0.07%72,406−42.5%
131AMKRAMKOR TECHNOLOGY INC$628K0.07%HELD
132BMNRBITMINE IMMERSION TECNOLOGIE$614K0.07%+21,056+211.1%
133PPTAPERPETUA RESOURCES CORP$592K0.06%31,584−60.0%
134DXDPROSHARES TR$584K0.06%+26,548NEW
135TKNOALPHA TEKNOVA INC$578K0.06%HELD
136NXENEXGEN ENERGY LTD$575K0.06%74,217−59.9%
137ZWSZURN ELKAY WATER SOLNS CORP$574K0.06%+12,799NEW
138AIRSAIRSCULPT TECHNOLOGIES INC$572K0.06%HELD
139AVALGRUPO AVAL ACCIONES Y VALORE$572K0.06%HELD
140VLOVALERO ENERGY CORP$572K0.06%HELD
141KEYSKEYSIGHT TECHNOLOGIES INC$562K0.06%7,505−79.0%
142AMTMAMENTUM HOLDINGS INC$549K0.06%+21,056NEW
143ACESALPS ETF TR$529K0.06%+15,792NEW
144BAPCREDICORP LTD$516K0.06%HELD
145JBTMJBT MAREL CORPORATION$508K0.05%+3,974NEW
146NICNICOLET BANKSHARES INC$507K0.05%+3,412NEW
147SMCISUPER MICRO COMPUTER INC$507K0.05%HELD
148COCOVITA COCO CO INC$502K0.05%HELD
149STLDSTEEL DYNAMICS INC$496K0.05%HELD
150JBLJABIL INC$494K0.05%HELD
151PLABPHOTRONICS INC$488K0.05%+12,085NEW
152NPKINPK INTERNATIONAL INC$480K0.05%HELD
153FNUCFRONTIER NUCLEAR & MINERALS$469K0.05%+167,000NEW
154ASANASANA INC$469K0.05%HELD
155ARANTERO RESOURCES CORP$467K0.05%HELD
156MARAMARA HOLDINGS INC$465K0.05%5,238,006−98.9%
157RDWREDWIRE CORPORATION$461K0.05%HELD
158VIKVIKING HOLDINGS LTD$456K0.05%HELD
159TNLTRAVEL PLUS LEISURE CO$455K0.05%HELD
160ENVAENOVA INTL INC$450K0.05%HELD
161PLPLANET LABS PBC$450K0.05%16,108−50.0%
162HROWHARROW INC$445K0.05%+12,634NEW
163ABCBAMERIS BANCORP$443K0.05%HELD
164AWIARMSTRONG WORLD INDS INC NEW$438K0.05%+2,659NEW
165GTESGATES INDL CORP PLC$438K0.05%+19,371NEW
166GRVYGRAVITY CO LTD$434K0.05%HELD
167AMDADVANCED MICRO DEVICES INC$433K0.05%+2,128NEW
168XGNEXAGEN INC$420K0.04%30,000−17.6%
169TLTISHARES TR$419K0.04%622,166−99.2%
170TDTORONTO DOMINION BK ONT$416K0.04%+4,453NEW
171INDVINDIVIOR PHARMACEUTICALS INC$415K0.04%+13,613NEW
172FSSFEDERAL SIGNAL CORP$411K0.04%+3,805NEW
173CPSCOOPER-STANDARD HOLDINGS INC$411K0.04%+14,739NEW
174IBPINSTALLED BLDG PRODS INC$410K0.04%+1,548NEW
175GEGE AEROSPACE$409K0.04%+1,441NEW
176FERGFERGUSON ENTERPRISES INC$405K0.04%HELD
177HXLHEXCEL CORP NEW$401K0.04%+4,953NEW
178QUREQUANTA SVCS INC$26.45-5.50%53.16%-8.82%$400K0.04%8,576−92.2%
179EMBJEMBRAER S.A.$397K0.04%HELD
180QCLNFIRST TR EXCHANGE-TRADED FD$391K0.04%+8,422NEW
181IMSRTERRESTRIAL ENERGY INC$390K0.04%HELD
182NSCNORFOLK SOUTHN CORP$390K0.04%8,742−86.6%
183VIRTVIRTU FINL INC$388K0.04%+8,828NEW
184MLMMARTIN MARIETTA MATLS INC$383K0.04%HELD
185CPRXCATALYST PHARMACEUTICALS INC$381K0.04%2,958−16.1%
186GMEDGLOBUS MED INC$380K0.04%+4,411NEW
187SNEXSTONEX GROUP INC$376K0.04%+4,656NEW
188BLNDBLEND LABS INC$374K0.04%HELD
189GILGILDAN ACTIVEWEAR INC$372K0.04%HELD
190DUOLDUOLINGO INC$372K0.04%+3,773NEW
191URGUR-ENERGY INC$369K0.04%+247,357NEW
192ASAMER SPORTS INC$357K0.04%HELD
193SBETSHARPLINK INC$353K0.04%+54,746NEW
194CALMCAL MAINE FOODS INC$350K0.04%+4,417NEW
195APOAPOLLO GLOBAL MGMT INC$334K0.04%HELD
196TGTXTG THERAPEUTICS INC$333K0.04%+10,029NEW
197ECGEVERUS CONSTR GROUP$329K0.04%+2,786NEW
198WWRWESTWATER RES INC$321K0.03%HELD
199STIMNEURONETICS INC$320K0.03%HELD
200SOFISOFI TECHNOLOGIES INC$318K0.03%HELD
201NVONOVO-NORDISK A S$310K0.03%+8,422NEW
202TDSTELEPHONE & DATA SYS INC$307K0.03%+7,297NEW
203DKNGDRAFTKINGS INC NEW$303K0.03%HELD
204SKYWSKYWEST INC$301K0.03%+3,280NEW
205LRNSTRIDE INC$292K0.03%+3,307NEW
206FIGRFIGURE TECHNOLOGY SOLUTIO$288K0.03%+8,486NEW
207HWKNHAWKINS INC$284K0.03%+1,851NEW
208MTARCELORMITTAL SA LUXEMBOURG$279K0.03%5,369−50.0%
209BEPCBROOKFIELD RENEWABLE CORP$279K0.03%HELD
210TACTRANSALTA CORP$273K0.03%119,912−85.2%
211CVSACOVISTA INC$273K0.03%+2,367NEW
212AROCARCHROCK INC$268K0.03%+7,703NEW
213TWSTTWIST BIOSCIENCE CORP$261K0.03%6,750−55.1%
214MSGEMADISON SQUARE GARDEN ENTMT$257K0.03%4,369−50.0%
215PJTPJT PARTNERS INC$253K0.03%+1,809NEW
216PLMRPALOMAR HLDGS INC$245K0.03%+2,049NEW
217NKENIKE INC$245K0.03%HELD
218SXTSENSIENT TECHNOLOGIES CORP$243K0.03%+2,806NEW
219AMGAFFILIATED MANAGERS GROUP$239K0.03%865−50.0%
220MWAMUELLER WTR PRODS INC$233K0.02%+8,472NEW
221TWLOTWILIO INC$233K0.02%+1,849NEW
222PIPRPIPER SANDLER COMPANIES$232K0.02%+3,036NEW
223CHEFCHEFS WHSE INC$227K0.02%+3,814NEW
224DDOGDATADOG INC$227K0.02%297−13.4%
225OSISOSI SYSTEMS INC$219K0.02%+825NEW
226CRWDCROWDSTRIKE HLDGS INC$210K0.02%+538NEW
227LARLITHIUM ARGENTINA AG$207K0.02%+31,036NEW
228MBLYMOBILEYE GLOBAL INC$207K0.02%+30,080NEW
229INFQINFLEQTION INC$207K0.02%+21,056NEW
230DXPEDXP ENTERPRISES INC$201K0.02%+1,441NEW
231NNENANO NUCLEAR ENERGY INC$201K0.02%11,616−54.2%
232UNFIUNITED NAT FOODS INC$200K0.02%+4,441NEW
233VCTRVICTORY CAP HLDGS INC DEL$200K0.02%+3,055NEW
234PBIPITNEY BOWES INC$165K0.02%+14,966NEW
235ADMAADMA BIOLOGICS INC$137K0.01%+15,170NEW
236PCTPURECYCLE TECHNOLOGIES INC$130K0.01%HELD
237BTQBTQ TECHNOLOGIES CORP$127K0.01%HELD
238SLISTANDARD LITHIUM LTD$101K0.01%+29,622NEW
239UNITUNITI GROUP LLC$94K0.01%+10,037NEW
240NOTVINOTIV INC$93K0.01%HELD
241PSECPROSPECT CAP CORP$71K0.01%+3,911+16.9%
242GOGOGOGO INC$59K0.01%+14,771NEW
243XYZBLOCK INC1,264,504EXITED
244MSTRSTRATEGY INC310,139EXITED
245CORZCORE SCIENTIFIC INC NEW2,649,676EXITED
246GLDSPDR GOLD TR75,500EXITED
247ORCLORACLE CORP124,257EXITED
248XLUSELECT SECTOR SPDR TR288,468EXITED
249UPSUNITED PARCEL SERVICE INC58,000EXITED
250KBWBINVESCO EXCH TRADED FD TR II61,062EXITED
251LULULULULEMON ATHLETICA INC23,697EXITED
252TPLTEXAS PACIFIC LAND CORPORATI16,260EXITED
253EFAISHARES TR44,875EXITED
254FISVFISERV INC57,861EXITED
255NENOBLE CORP PLC123,960EXITED
256BHVNBIOHAVEN LTD247,400EXITED
257ODFLOLD DOMINION FREIGHT LINE IN17,135EXITED
258FLNCFLUENCE ENERGY INC131,600EXITED
259NEENEXTERA ENERGY INC30,950EXITED
260IWMISHARES TR9,767EXITED
261QXOQXO INC120,756EXITED
262SMLRSEMLER SCIENTIFIC INC150,000EXITED
263GLWCORNING INC25,942EXITED
264ACMRACM RESH INC54,135EXITED
265SPLVINVESCO EXCH TRADED FD TR II29,853EXITED
266EQTEQT CORP38,532EXITED
267BIDUBAIDU INC14,139EXITED
268JBHTHUNT J B TRANS SVCS INC9,359EXITED
269UROYURANIUM RTY CORP473,110EXITED
270GLPIGAMING & LEISURE PPTYS INC37,251EXITED
271WBDWARNER BROS DISCOVERY INC57,268EXITED
272MRKMERCK & CO INC15,434EXITED
273HALHALLIBURTON CO56,316EXITED
274WATWATERS CORP4,175EXITED
275DDDUPONT DE NEMOURS INC39,381EXITED
276ABBVABBVIE INC6,904EXITED
277MLIMUELLER INDS INC13,727EXITED
278TSEMTOWER SEMICONDUCTOR LTD13,334EXITED
279AMGNAMGEN INC4,768EXITED
280EVRGEVERGY INC21,493EXITED
281KOCOCA COLA CO22,261EXITED
282FFIVF5 INC6,085EXITED
283COOCOOPER COS INC18,832EXITED
284CSCOCISCO SYS INC20,010EXITED
285CTSHCOGNIZANT TECHNOLOGY SOLUTIO18,570EXITED
286EPAMEPAM SYS INC7,374EXITED
287SKYTSKYWATER TECHNOLOGY INC82,681EXITED
288COLOGLOBAL X FDS40,000EXITED
289TOITHE ONCOLOGY INSTITUTE INC400,000EXITED
290IJHISHARES TR21,540EXITED
291GEOGEO GROUP INC NEW86,645EXITED
292NINISOURCE INC32,205EXITED
293CGNXCOGNEX CORP36,570EXITED
294LNTALLIANT ENERGY CORP20,125EXITED
295MAINMAIN STR CAP CORP21,364EXITED
296XLCSELECT SECTOR SPDR TR10,844EXITED
297LKFTGALAPAGOS NV39,000EXITED
298LACLITHIUM AMERS CORP NEW292,183EXITED
299XLISELECT SECTOR SPDR TR8,033EXITED
300MUMICRON TECHNOLOGY INC4,320EXITED
301VRTVERTIV HOLDINGS CO7,400EXITED
302RRXREGAL REXNORD CORPORATION8,500EXITED
303CGCARLYLE GROUP INC20,075EXITED
304LUMNLUMEN TECHNOLOGIES INC146,708EXITED
305GDSGDS HLDGS LTD29,000EXITED
306CAGCONAGRA BRANDS INC57,362EXITED
307VALVALARIS LTD18,370EXITED
308SPXLDIREXION SHS ETF TR3,899EXITED
309MEDPMEDPACE HLDGS INC1,530EXITED
310UWMPROSHARES TR18,161EXITED
311KMIKINDER MORGAN INC DEL30,000EXITED
312SPXSDIREXION SHS ETF TR23,056EXITED
313SGMLSIGMA LITHIUM CORPORATION60,336EXITED
314CEPTCANTOR EQUITY PARTNERS II IN70,000EXITED
315SSNCSS&C TECHNOLOGIES HLDGS INC8,440EXITED
316ALHCALIGNMENT HEALTHCARE INC36,500EXITED
317CNACNA FINL CORP14,705EXITED
318REGNREGENERON PHARMACEUTICALS893EXITED
319TTEKTETRA TECH INC NEW20,218EXITED
320BXPBXP INC9,970EXITED
321DELLDELL TECHNOLOGIES INC5,265EXITED
322MRVIMARAVAI LIFESCIENCES HLDGS I200,000EXITED
323FSLYFASTLY INC63,090EXITED
324BNLBROADSTONE NET LEASE INC36,967EXITED
325LARCN 1.75 01/15/27LITHIUM ARGENTINA AG110,443EXITED
326HLHECLA MNG CO31,573EXITED
327WUWESTERN UN CO64,270EXITED
328AOSSMITH A O CORP8,390EXITED
329FCXFREEPORT-MCMORAN INC11,000EXITED
330MCYMERCURY GENL CORP NEW5,851EXITED
331VALEVALE S A40,000EXITED
332TXNMTXNM ENERGY INC8,846EXITED
333SBRASABRA HEALTH CARE REIT INC27,265EXITED
334VMIVALMONT INDS INC1,275EXITED
335ORIOLD REP INTL CORP11,038EXITED
336SNOW LAKE RES LTD167,000EXITED
337RYAAYRYANAIR HOLDINGS PLC6,817EXITED
338KGCKINROSS GOLD CORP17,394EXITED
339SOCSABLE OFFSHORE CORP54,000EXITED
340SITMSITIME CORP1,374EXITED
341FTAIFTAI AVIATION LTD2,448EXITED
342BKHBLACK HILLS CORP6,844EXITED
343IDXXIDEXX LABS INC689EXITED
344FTITECHNIPFMC PLC10,425EXITED
345LLYELI LILLY & CO421EXITED
346TROXTRONOX HOLDINGS PLC107,521EXITED
347EFCELLINGTON FINANCIAL INC32,977EXITED
348ROKROCKWELL AUTOMATION INC1,137EXITED
349AGCOAGCO CORP4,229EXITED
350COLLCOLLEGIUM PHARMACEUTICAL INC9,317EXITED
351FSMFORTUNA MNG CORP43,914EXITED
352SIGISELECTIVE INS GROUP INC5,118EXITED
353BKVBKV CORP15,750EXITED
354GPORGULFPORT ENERGY CORP2,030EXITED
355MMSMAXIMUS INC4,863EXITED
356SRSPIRE INC5,043EXITED
357OUTOUTFRONT MEDIA INC17,229EXITED
358MOFGMIDWESTONE FINL GROUP INC NE10,750EXITED
359KNTKKINETIK HOLDINGS INC11,386EXITED
360EVREVERCORE INC1,197EXITED
361ECECOPETROL S A40,000EXITED
362QIDPROSHARES TR19,838EXITED
363STESTERIS PLC1,580EXITED
364ANETARISTA NETWORKS INC3,032EXITED
365QTUMETF SER SOLUTIONS3,558EXITED
366URBNURBAN OUTFITTERS INC5,159EXITED
367HRTGHERITAGE INSURANCE HLDGS INC13,244EXITED
368BDNBRANDYWINE RLTY TR132,706EXITED
369XYLXYLEM INC2,790EXITED
370CACICACI INTL INC711EXITED
371ARKGARK ETF TR13,000EXITED
372SPXCSPX TECHNOLOGIES INC1,874EXITED
373THGHANOVER INS GROUP INC2,024EXITED
374PARRPAR PAC HOLDINGS INC10,486EXITED
375BOOTBOOT BARN HLDGS INC2,085EXITED
376OCSLOAKTREE SPECIALTY LENDING CO28,812EXITED
377HMNHORACE MANN EDUCATORS CORP N7,891EXITED
378AGYSAGILYSYS INC3,000EXITED
379HNRGHALLADOR ENERGY COMPANY18,687EXITED
380MODMODINE MFG CO2,653EXITED
381SPNTSIRIUSPOINT LTD15,982EXITED
382KMPRKEMPER CORP8,616EXITED
383SYMSYMBOTIC INC5,738EXITED
384LXPLXP INDUSTRIAL TRUST6,619EXITED
385BBDCBARINGS BDC INC35,638EXITED
386WTSWATTS WATER TECHNOLOGIES INC1,181EXITED
387CRCLCIRCLE INTERNET GROUP INC4,000EXITED
388GOOGALPHABET INC960EXITED
389TDWTIDEWATER INC NEW5,944EXITED
390OGNORGANON & CO40,966EXITED
391CSNCSG SYS INTL INC3,627EXITED
392APPNAPPIAN CORP7,555EXITED
393RCREADY CAPITAL CORP122,648EXITED
394FORMFORMFACTOR INC4,500EXITED
395XPELXPEL INC5,028EXITED
396CVRXCVRX INC34,600EXITED
397FDUSFIDUS INVT CORP12,452EXITED
398IIPRINNOVATIVE INDL PPTYS INC5,015EXITED
399HOPEHOPE BANCORP INC21,502EXITED
400EUENCORE ENERGY CORP92,631EXITED
401WDWALKER & DUNLOP INC3,819EXITED
402KALUKAISER ALUMINUM CORP1,903EXITED
403MANMANPOWERGROUP INC WIS7,319EXITED
404WHDCACTUS INC4,742EXITED
405CFFNCAPITOL FED FINL INC31,011EXITED
406PIIPOLARIS INC3,215EXITED
407SFNCSIMMONS 1ST NATL CORP10,169EXITED
408ELAENVELA CORP13,040EXITED
409FFICFLUSHING FINL CORP10,327EXITED
410XPROEXPRO GROUP HOLDINGS NV10,991EXITED
411CATXPERSPECTIVE THERAPEUTICS INC52,000EXITED
412NAVINAVIENT CORPORATION10,805EXITED
413GNLGLOBAL NET LEASE INC15,964EXITED
414IVRINVESCO MORTGAGE CAPITAL INC11,126EXITED
415SXCSUNCOKE ENERGY INC12,300EXITED
416KRNYKEARNY FINL CORP MD11,785EXITED

Source: SEC EDGAR · accession 0002037238-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.