Filing on Aug 14, 2025 Q2 2025

Tig Advisors, LLC

  • SPLG
  • HES
  • SWTX
  • SKX
  • AMED
  • K
  • JNPR
Tig Advisors, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Port Capital LLC

  • APH
  • RLI
  • TDY
  • PGR
  • ROLL
  • ORLY
  • AME
Port Capital LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Ally Bridge Group (Ny) LLC

  • VRNA
  • CMPS
  • MRUS
  • ORIC
  • TARS
  • REPL
  • INSM
Ally Bridge Group (Ny) LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Kadensa Capital LTD

  • BABA
  • GE
  • LRN
  • PM
  • YMM
  • AVGO
  • UPST
Kadensa Capital LTD's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Bill Ackman

Pershing Square Capital Management, L.P.
  • UBER
  • QSR
  • AMZN
  • CMG
  • GOOG
  • GOOGL
  • HLT
Bill Ackman's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Dkrt Investments Corp.

  • JPM
  • GS
  • A
  • ELV
  • CNI
  • FDX
  • TFX
Dkrt Investments Corp.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

First Sabrepoint Capital Management LP

  • TPB
  • FCFS
  • LAUR
  • MSFT
  • BTI
  • HAS
  • CVCO
First Sabrepoint Capital Management LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Biglari Capital Corp.

  • BH
  • RACE
  • CBRL
  • LOCO
  • JACK
  • WYNN
  • KMX
Biglari Capital Corp.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Clearlake Capital Group, L.P.

  • BLKB
  • BL
  • GRAB
  • HLLY
  • GRABW
Clearlake Capital Group, L.P.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Politan Capital Management LP

  • MASI
  • CNC
  • AZTA
  • IWM
  • CSGP
  • DIS
  • HON
Politan Capital Management LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Sr One Capital Management, LP

  • ACLX
  • CRSP
  • ORIC
  • DSGN
  • NKTX
  • SBTX
Sr One Capital Management, LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Ananym Capital Management, LP

  • VAC
  • HSIC
  • BKR
  • SCHL
  • BL
  • SHC
  • LKQ
Ananym Capital Management, LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025
Filing on Aug 14, 2025 Q2 2025

Braidwell LP

  • NBIX
  • XENE
  • ARGX
  • KRYS
  • ALGN
  • LEGN
  • NUVL
Braidwell LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Owl Creek Asset Management, L.P.

  • SPY
  • EWY
  • ATEX
  • AAPL
  • ASHR
  • UNH
  • DKNG
Owl Creek Asset Management, L.P.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Untitled Investments LP

  • TRU
  • MSFT
  • CBRE
  • MELI
  • CPNG
  • WDAY
  • TSM
Untitled Investments LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Nvp Associates, LLC

  • TALK
  • OPEN
Nvp Associates, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Visualize Group LP

  • IIIV
  • WCN
  • RSG
  • HEIA
  • ADSK
  • ICE
  • FISV
Visualize Group LP's Q2 2025 Portfolio