Slotnik Capital, LLC

data from 30/09/2025

Capitalization

$ 320.002 M 21.92 %

Average holding period

2 ans

Performance

$ -589.397 K 0.09 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Slotnik Capital, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 FYBR FRONTIER COMMUNICATIONS PARE 13.81% 44.185 M $ 1183000 2024/09/30 1.152 M $ 2.61 %
2025/09/30 EA ELECTRONIC ARTS INC 13.24% 42.357 M $ 210000 2025/09/30 0.000 $ 0.00 %
2025/09/30 LBRDK LIBERTY BROADBAND CORP 12.30% 39.345 M $ 619224 2024/12/31 -11.627 M $ -29.03 %
2025/09/30 EA ELECTRONIC ARTS INC 9.45% 30.255 M $ 150000 2025/09/30 0.000 $ 0.00 %
2025/09/30 NSC NORFOLK SOUTHN CORP 9.31% 29.801 M $ 99200 2025/09/30 0.000 $ 0.00 %
2025/09/30 VRNA VERONA PHARMA PLC 5.70% 18.230 M $ 170834 2025/09/30 0.000 $ 0.00 %
2025/09/30 ARIS ARIS WATER SOLUTIONS INC 5.40% 17.265 M $ 700116 2025/09/30 0.000 $ 0.00 %
2025/09/30 STAA STAAR SURGICAL CO 5.33% 17.062 M $ 635000 2025/09/30 0.000 $ 0.00 %
2025/09/30 CYBR CYBERARK SOFTWARE LTD 3.43% 10.984 M $ 22734 2025/09/30 0.000 $ 0.00 %
2025/09/30 AL AIR LEASE CORP 2.88% 9.229 M $ 145000 2025/09/30 0.000 $ 0.00 %
2025/09/30 MRUS MERUS N V 2.65% 8.474 M $ 90000 2025/09/30 0.000 $ 0.00 %
2025/09/30 GCI LIBERTY INC 1.91% 6.099 M $ 163634 2025/09/30 0.000 $ 0.00 %
2025/09/30 HBI HANESBRANDS INC 1.77% 5.670 M $ 860468 2025/09/30 0.000 $ 0.00 %
2025/09/30 CSX CSX CORP 1.50% 4.794 M $ 135000 2025/09/30 0.000 $ 0.00 %
2025/09/30 CSX CSX CORP 1.50% 4.794 M $ 135000 2025/09/30 0.000 $ 0.00 %
2025/09/30 CORZ CORE SCIENTIFIC INC NEW 1.40% 4.485 M $ 250000 2025/09/30 0.000 $ 0.00 %
2025/09/30 LWAY LIFEWAY FOODS INC 1.23% 3.935 M $ 141761 2024/12/31 403.802 K $ 12.62 %
2025/09/30 WBD WARNER BROS DISCOVERY INC 0.98% 3.125 M $ 160000 2025/09/30 0.000 $ 0.00 %
2025/09/30 TECK TECK RESOURCES LTD 0.96% 3.072 M $ 70000 2025/09/30 0.000 $ 0.00 %
2025/09/30 CORZ CORE SCIENTIFIC INC NEW 0.95% 3.050 M $ 170000 2025/09/30 0.000 $ 0.00 %
2025/09/30 KDP KEURIG DR PEPPER INC 0.80% 2.551 M $ 100000 2025/09/30 0.000 $ 0.00 %
2025/09/30 AHL ASPEN INSURANCE HOLDINGS LTD 0.79% 2.518 M $ 68593 2025/09/30 0.000 $ 0.00 %
2025/09/30 TASK TASKUS INC 0.78% 2.506 M $ 140365 2025/09/30 0.000 $ 0.00 %
2025/09/30 TECK TECK RESOURCES LTD 0.62% 1.975 M $ 45000 2025/06/30 291.329 K $ 8.69 %
2025/09/30 RKT ROCKET COS INC 0.47% 1.507 M $ 77762 2025/09/30 0.000 $ 0.00 %
2025/09/30 INBX INHIBRX BIOSCIENCES INC 0.44% 1.394 M $ 41401 2024/06/30 3.575 M $ 136.02 %
2025/09/30 GES GUESS INC 0.42% 1.340 M $ 80202 2025/03/31 647.733 K $ 38.21 %
2025/09/30 INFA INFORMATICA INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 GMS GMS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 GMS GMS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 HES HESS CORP 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 BPMC BLUEPRINT MEDICINES CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 NVEE NV5 GLOBAL INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 K KELLANOVA 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 OMC OMNICOM GROUP INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 RADIUS RECYCLING INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 SKX SKECHERS U S A INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 SPTN SPARTANNASH CO 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 JNPR JUNIPER NETWORKS INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 SAGE SAGE THERAPEUTICS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 RDFN REDFIN CORP 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 TIXT TELUS INTL CDA INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %