Clearline Capital LP

data from 30/09/2025

Capitalization

$ 2.179 B -18.59 %

Average holding period

5 ans

Performance

$ 794.388 M 73.45 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Clearline Capital LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SPY SPDR S&P 500 ETF TR 46.84% 1.021 B $ 1532000 2023/06/30 110.246 M $ 7.82 %
2025/09/30 SMTC SEMTECH CORP 2.29% 49.939 M $ 698935 2023/03/31 20.641 M $ 58.29 %
2025/09/30 VYX NCR VOYIX CORPORATION 1.59% 34.727 M $ 2767108 2017/12/31 2.705 M $ 6.99 %
2025/09/30 MU MICRON TECHNOLOGY INC 1.58% 34.337 M $ 205216 2024/12/31 12.709 M $ 35.76 %
2025/09/30 FLS FLOWSERVE CORP 1.57% 34.131 M $ 642290 2025/06/30 557.160 K $ 1.51 %
2025/09/30 SATS ECHOSTAR CORP 1.42% 30.983 M $ 405750 2025/09/30 0.000 $ 0.00 %
2025/09/30 TIC ACUREN CORP 1.38% 30.020 M $ 2255448 2025/03/31 6.680 M $ 20.56 %
2025/09/30 PLAY DAVE & BUSTERS ENTMT INC 1.35% 29.419 M $ 1619964 2024/09/30 -16.037 M $ -39.63 %
2025/09/30 ROG ROGERS CORP 1.28% 27.856 M $ 346205 2024/09/30 3.586 M $ 17.49 %
2025/09/30 MSGS MADISON SQUARE GRDN SPRT COR 1.26% 27.493 M $ 121116 2020/06/30 1.763 M $ 8.64 %
2025/09/30 FLR FLUOR CORP NEW 1.22% 26.608 M $ 632469 2025/03/31 -4.396 M $ -17.94 %
2025/09/30 COO COOPER COS INC 1.20% 26.059 M $ 380090 2025/06/30 -247.439 K $ -3.65 %
2025/09/30 NOVT NOVANTA INC 1.08% 23.472 M $ 234372 2025/03/31 -3.884 M $ -22.32 %
2025/09/30 CORZ CORE SCIENTIFIC INC NEW 1.03% 22.484 M $ 1253316 2024/12/31 2.990 M $ 5.10 %
2025/09/30 TEVA TEVA PHARMACEUTICAL INDS LTD 1.02% 22.195 M $ 1098786 2025/03/31 2.429 M $ 20.53 %
2025/09/30 FIS FIDELITY NATL INFORMATION SV 1.01% 21.897 M $ 332073 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMZN AMAZON COM INC 0.95% 20.634 M $ 93973 2021/09/30 5.647 K $ 0.08 %
2025/09/30 BLKB BLACKBAUD INC 0.94% 20.489 M $ 318593 2025/03/31 30.703 K $ 0.16 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.92% 20.127 M $ 124404 2025/03/31 2.295 M $ 14.02 %
2025/09/30 VST VISTRA CORP 0.92% 19.948 M $ 101815 2025/03/31 240.987 K $ 1.09 %
2025/09/30 CNC CENTENE CORP DEL 0.86% 18.793 M $ 526703 2023/03/31 -4.484 M $ -34.27 %
2025/09/30 DELL DELL TECHNOLOGIES INC 0.85% 18.594 M $ 131157 2024/09/30 2.454 M $ 15.64 %
2025/09/30 KBR KBR INC 0.82% 17.781 M $ 376000 2023/12/31 -90.607 K $ -1.36 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.79% 17.123 M $ 255340 2022/06/30 -2.180 M $ -9.77 %
2025/09/30 NVDA NVIDIA CORPORATION 0.76% 16.466 M $ 88253 2024/09/30 0.000 $ 0.00 %
2025/09/30 MSFT MICROSOFT CORP 0.75% 16.321 M $ 31511 2024/09/30 647.235 K $ 4.13 %
2025/09/30 SIMO SILICON MOTION TECHNOLOGY CO 0.74% 16.087 M $ 169677 2023/09/30 4.470 M $ 26.13 %
2025/09/30 NEBIUS GROUP N.V. 0.73% 15.864 M $ 141306 2025/09/30 0.000 $ 0.00 %
2025/09/30 GLNG GOLAR LNG LTD 0.73% 15.817 M $ 391409 2024/09/30 -219.237 K $ -1.89 %
2025/09/30 HSIC HENRY SCHEIN INC 0.72% 15.662 M $ 235979 2025/03/31 -1.576 M $ -9.14 %
2025/09/30 CIFR CIPHER MINING INC 0.71% 15.366 M $ 1220530 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALIT ALIGHT INC 0.70% 15.359 M $ 4711217 2021/12/31 -11.309 M $ -42.40 %
2025/09/30 CFLT CONFLUENT INC 0.69% 15.133 M $ 764277 2025/09/30 0.000 $ 0.00 %
2025/09/30 MAX MEDIAALPHA INC 0.67% 14.690 M $ 1290849 2023/06/30 612.882 K $ 3.93 %
2025/09/30 RSKD RISKIFIED LTD 0.67% 14.536 M $ 3106045 2021/12/31 -777.566 K $ -6.21 %
2025/09/30 VOYG VOYAGER TECHNOLOGIES INC 0.66% 14.478 M $ 486149 2025/06/30 -4.604 M $ -24.13 %
2025/09/30 ACHC ACADIA HEALTHCARE COMPANY IN 0.65% 14.150 M $ 571497 2025/06/30 1.183 M $ 9.12 %
2025/09/30 BLCO BAUSCH PLUS LOMB CORP 0.63% 13.820 M $ 917042 2022/06/30 1.882 M $ 15.83 %
2025/09/30 HPE HEWLETT PACKARD ENTERPRISE C 0.63% 13.695 M $ 557610 2024/09/30 1.752 M $ 20.10 %
2025/09/30 JHX JAMES HARDIE INDS PLC 0.60% 12.994 M $ 676402 2025/09/30 0.000 $ 0.00 %
2025/09/30 COHR COHERENT CORP 0.59% 12.958 M $ 120289 2025/09/30 0.000 $ 0.00 %
2025/09/30 HRTX HERON THERAPEUTICS INC 0.56% 12.238 M $ 9712527 2022/12/31 -694.304 K $ -39.13 %
2025/09/30 PEP PEPSICO INC 0.55% 11.901 M $ 84743 2025/09/30 0.000 $ 0.00 %
2025/09/30 MNRO MONRO INC 0.53% 11.570 M $ 643839 2025/03/31 2.598 M $ 20.52 %
2025/09/30 TLN TALEN ENERGY CORP 0.53% 11.506 M $ 27049 2024/09/30 10.266 M $ 46.29 %
2025/09/30 AAPL APPLE INC 0.53% 11.458 M $ 45000 2025/09/30 0.000 $ 0.00 %
2025/09/30 XPER XPERI INC 0.52% 11.269 M $ 1738981 2022/12/31 -2.205 M $ -18.08 %
2025/09/30 SNDK SANDISK CORP 0.52% 11.228 M $ 100072 2025/03/31 5.236 M $ 147.41 %
2025/09/30 DOUG DOUGLAS ELLIMAN INC 0.51% 11.133 M $ 3892595 2023/12/31 2.121 M $ 23.28 %
2025/09/30 UNF UNIFIRST CORP MASS 0.49% 10.780 M $ 64477 2025/03/31 -1.356 M $ -11.17 %
2025/09/30 NNDM NANO DIMENSION LTD 0.47% 10.200 M $ 6496507 2021/09/30 -273.046 K $ -3.09 %
2025/09/30 WIX WIX COM LTD 0.41% 8.999 M $ 50664 2025/09/30 0.000 $ 0.00 %
2025/09/30 BIDU BAIDU INC 0.41% 8.833 M $ 67036 2025/09/30 0.000 $ 0.00 %
2025/09/30 DBRG DIGITALBRIDGE GROUP INC 0.40% 8.608 M $ 735699 2024/09/30 2.835 M $ 13.04 %
2025/09/30 SSYS STRATASYS LTD 0.39% 8.544 M $ 762850 2024/06/30 -319.019 K $ -2.35 %
2025/09/30 BKR BAKER HUGHES COMPANY 0.39% 8.506 M $ 174585 2024/09/30 2.346 M $ 27.07 %
2025/09/30 GMED GLOBUS MED INC 0.39% 8.503 M $ 148472 2025/06/30 -58.721 K $ -2.97 %
2025/09/30 KYIV KYIVSTAR GROUP LTD 0.38% 8.362 M $ 668977 2025/09/30 0.000 $ 0.00 %
2025/09/30 HLIT HARMONIC INC 0.37% 8.094 M $ 795076 2023/09/30 425.842 K $ 7.50 %
2025/09/30 MREO MEREO BIOPHARMA GROUP PLC 0.36% 7.898 M $ 3834163 2021/12/31 -2.352 M $ -23.99 %
2025/09/30 GXO GXO LOGISTICS INCORPORATED 0.34% 7.324 M $ 138485 2024/12/31 580.252 K $ 8.60 %
2025/09/30 COMM COMMSCOPE HLDG CO INC 0.33% 7.266 M $ 469397 2025/06/30 3.896 M $ 86.96 %
2025/09/30 IP INTERNATIONAL PAPER CO 0.32% 6.979 M $ 150411 2024/06/30 -122.375 K $ -0.92 %
2025/09/30 MG MISTRAS GROUP INC 0.32% 6.877 M $ 698849 2025/03/31 1.279 M $ 22.85 %
2025/09/30 QDEL QUIDELORTHO CORP 0.31% 6.849 M $ 232573 2022/12/31 151.537 K $ 2.19 %
2025/09/30 IFF INTERNATIONAL FLAVORS&FRAGRA 0.30% 6.437 M $ 104604 2025/09/30 0.000 $ 0.00 %
2025/09/30 MX MAGNACHIP SEMICONDUCTOR CORP 0.27% 5.948 M $ 1900176 2018/06/30 -1.615 M $ -21.36 %
2025/09/30 MTN VAIL RESORTS INC 0.25% 5.370 M $ 35902 2025/06/30 -137.297 K $ -4.81 %
2025/09/30 PENN PENN ENTERTAINMENT INC 0.20% 4.334 M $ 225029 2023/09/30 312.790 K $ 7.78 %
2025/09/30 IAS INTEGRAL AD SCIENCE HLDNG CO 0.20% 4.263 M $ 419221 2024/06/30 958.428 K $ 22.38 %
2025/09/30 WDC WESTERN DIGITAL CORP 0.19% 4.108 M $ 34215 2021/03/31 3.116 M $ 87.62 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 0.18% 3.865 M $ 45975 2025/03/31 0.000 $ 0.00 %
2025/09/30 WERN WERNER ENTERPRISES INC 0.18% 3.852 M $ 146356 2025/06/30 -152.210 K $ -3.80 %
2025/09/30 PCG PG&E CORP 0.16% 3.418 M $ 226632 2024/12/31 0.000 $ 0.00 %
2025/09/30 PRGO PERRIGO CO PLC 0.13% 2.901 M $ 130253 2021/12/31 -579.625 K $ -16.65 %
2025/09/30 MGRC MCGRATH RENTCORP 0.13% 2.806 M $ 23923 2024/09/30 32.056 K $ 1.16 %
2025/09/30 GEO GEO GROUP INC NEW 0.13% 2.751 M $ 134268 2025/06/30 -151.509 K $ -14.45 %
2025/09/30 BILL BILL HOLDINGS INC 0.10% 2.170 M $ 40959 2024/03/31 2.332 M $ 14.51 %
2025/09/30 LW LAMB WESTON HLDGS INC 0.10% 2.127 M $ 36614 2025/09/30 0.000 $ 0.00 %
2025/09/30 MAGN MAGNERA CORP 0.10% 2.079 M $ 177401 2024/12/31 0.000 $ 0.00 %
2025/09/30 LBTYA LIBERTY GLOBAL LTD 0.09% 2.059 M $ 179654 2025/09/30 0.000 $ 0.00 %
2025/09/30 WSC WILLSCOT HLDGS CORP 0.09% 1.893 M $ 89689 2020/09/30 -3.399 M $ -22.96 %
2025/09/30 SANA SANA BIOTECHNOLOGY INC 0.09% 1.862 M $ 524547 2025/03/31 336.638 K $ 30.04 %
2025/09/30 PRMB PRIMO BRANDS CORPORATION 0.09% 1.855 M $ 83938 2025/09/30 0.000 $ 0.00 %
2025/09/30 ESTC ELASTIC N V 0.07% 1.631 M $ 19300 2024/03/31 0.000 $ 0.00 %
2025/09/30 RKT ROCKET COS INC 0.07% 1.588 M $ 81955 2025/06/30 3.548 M $ 36.67 %
2025/09/30 ECVT ECOVYST INC 0.07% 1.473 M $ 168144 2025/09/30 0.000 $ 0.00 %
2025/09/30 ACHV ACHIEVE LIFE SCIENCES INC 0.07% 1.421 M $ 451219 2025/06/30 1.180 M $ 39.38 %
2025/09/30 LSTR LANDSTAR SYS INC 0.06% 1.290 M $ 10524 2025/06/30 -194.425 K $ -11.84 %
2025/09/30 ENVIRI CORP 0.05% 1.194 M $ 94099 2025/09/30 0.000 $ 0.00 %
2025/09/30 SAIC SCIENCE APPLICATIONS INTL CO 0.05% 1.123 M $ 11297 2025/06/30 -149.572 K $ -11.76 %
2025/09/30 RIOT RIOT PLATFORMS INC 0.05% 1.069 M $ 56171 2024/12/31 3.613 M $ 68.41 %
2025/09/30 SMG SCOTTS MIRACLE-GRO CO 0.05% 995.144 K $ 17474 2025/09/30 0.000 $ 0.00 %
2025/09/30 BIO BIO RAD LABS INC 0.05% 991.179 K $ 3535 2024/03/31 138.112 K $ 16.19 %
2025/09/30 BHF BRIGHTHOUSE FINL INC 0.04% 955.440 K $ 18000 2025/09/30 0.000 $ 0.00 %
2025/09/30 OS ONESTREAM INC 0.04% 930.328 K $ 50479 2025/09/30 0.000 $ 0.00 %
2025/09/30 EQT EQT CORP 0.04% 893.251 K $ 16411 2025/09/30 0.000 $ 0.00 %
2025/09/30 CMPR CIMPRESS PLC 0.03% 737.694 K $ 11702 2025/09/30 0.000 $ 0.00 %
2025/09/30 TXMD THERAPEUTICSMD INC 0.03% 682.864 K $ 635222 2022/12/31 -50.817 K $ -6.90 %
2025/09/30 IART INTEGRA LIFESCIENCES HLDGS C 0.03% 613.525 K $ 42814 2023/06/30 88.196 K $ 16.79 %