Incision Capital Management LP: 13F holdings
CIK 20499972026Q2
| Positions | 5 |
|---|
| Reported value | $103.2m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 5 (+1 vs prior quarter) |
|---|
| Reported value | $103.2m (+13.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SE SEA LTD-ADR | 325,000 | $31.1m | 30.2% |
| CROX CROCS INC | 210,000 | $25.3m | 24.5% |
| TECK TECK RESOURCES LTD-CL B | 325,000 | $19.3m | 18.7% |
| EGO ELDORADO GOLD CORP | 500,000 | $15.5m | 15.1% |
| EXE EXPAND ENERGY CORPORATION | 130,000 | $11.9m | 11.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2049997")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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