Soviero Asset Management, LP: 13F holdings
CIK 17556222026Q2
| Positions | 58 |
|---|
| Reported value | $237.8m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 58 (+6 vs prior quarter) |
|---|
| Reported value | $237.8m (+18.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FLEX LTD | 59,000 | $9.6m | 4.0% |
| AMZN AMAZON COM INC | 33,000 | $7.9m | 3.3% |
| IBM INTERNATIONAL BUSINESS MACHS | 25,000 | $7.0m | 3.0% |
| COMP COMPASS INC | 550,000 | $6.8m | 2.9% |
| CVI CVR ENERGY INC | 242,000 | $6.7m | 2.8% |
| C CITIGROUP INC | 46,000 | $6.4m | 2.7% |
| FLO FLOWERS FOODS INC | 730,000 | $5.8m | 2.4% |
| CARR CARRIER GLOBAL CORPORATION | 76,000 | $5.6m | 2.3% |
| VISN VISTANCE NETWORKS INC | 430,000 | $5.5m | 2.3% |
| HRI HERC HLDGS INC | 38,000 | $5.4m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1755622")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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