Incision Capital Management LP
Incision Capital Management LP reported 5 holdings worth US$103M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Incision Capital Management LP reported 5 holdings worth US$103M as of Jun 30, 2026. Largest: Crocs, Inc., Teck Resources Limited Class A and Eldorado Gold Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 5
- Value as reported
- US$103M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Crocs, Inc. | 210K | US$25.3M | 24.5% |
| Teck Resources Limited Class A | 325K | US$19.3M | 18.7% |
| Eldorado Gold Corporation | 500K | US$15.5M | 15.1% |
| Expand Energy Corporation | 130K | US$11.9M | 11.5% |