Slotnik Capital, LLC: 13F holdings
CIK 19637642026Q2
| Positions | 27 |
|---|
| Reported value | $387.0m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 27 (+2 vs prior quarter) |
|---|
| Reported value | $387.0m (+13.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PEN PENUMBRA INC | 133,000 | $42.0m | 10.9% |
| TMHC TAYLOR MORRISON HOME CORP | 535,000 | $38.4m | 9.9% |
| APOGEE THERAPEUTICS INC | 260,740 | $34.6m | 8.9% |
| KVUE KENVUE INC | 1,630,515 | $31.2m | 8.1% |
| GSAT GLOBALSTAR INC | 350,000 | $28.5m | 7.4% |
| GTLS CHART INDS INC | 130,000 | $27.2m | 7.0% |
| NUVL NUVALENT INC | 210,000 | $25.9m | 6.7% |
| TECH BIO-TECHNE CORP | 206,000 | $14.6m | 3.8% |
| WARNER BROS DISCOVERY INC | 480,000 | $12.8m | 3.3% |
| WBS WEBSTER FINL CORP | 154,000 | $11.8m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1963764")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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