Slate Path Capital LP: 13F holdings
CIK 15597062026Q2
| Positions | 40 |
|---|
| Reported value | $7.2bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 40 (-4 vs prior quarter) |
|---|
| Reported value | $7.2bn (+7.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| UNP UNION PAC CORP | 2,302,604 | $626.3m | 8.7% |
| U UNITY SOFTWARE INC | 16,075,152 | $459.4m | 6.4% |
| UAL UNITED AIRLS HLDGS INC | 3,325,452 | $452.2m | 6.3% |
| HUM HUMANA INC | 1,079,930 | $429.0m | 5.9% |
| STM STMICROELECTRONICS N V | 5,239,714 | $392.4m | 5.4% |
| RIVN RIVIAN AUTOMOTIVE INC | 21,978,400 | $381.3m | 5.3% |
| HPE HEWLETT PACKARD ENTERPRISE C | 7,781,642 | $351.0m | 4.9% |
| FDXF FEDEX FGHT HLDG CO INC | 2,247,200 | $339.3m | 4.7% |
| DAL DELTA AIR LINES INC | 3,015,048 | $282.4m | 3.9% |
| NUE NUCOR CORP | 1,258,770 | $280.4m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1559706")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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