Holdings
Flax Pond Capital, LLC
As of Jun 30, 2026, Flax Pond Capital, LLC reported 40 positions worth US$168M. Largest: Murphy Oil Corporation, Xplr Infrastructure, Lp and Driven Brands Holdings Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Murphy Oil Corporation | 375K | US$13.8M | +188K | Jun 30, 2026 |
| Xplr Infrastructure, Lp | 1.07M | US$11.9M | +482K | Jun 30, 2026 |
| Driven Brands Holdings Inc. | 892K | US$11.8M | +462K | Jun 30, 2026 |
| Americold Realty Trust, Inc. | 711K | US$9.66M | +355K | Jun 30, 2026 |
| Barrick Mining Corporation | 223K | US$8.63M | +115K | Jun 30, 2026 |
| Nexpoint Residential Trust, Inc. | 325K | US$8.6M | +163K | Jun 30, 2026 |
| Newmont Corporation | 84,805 | US$8.54M | +43,175 | Jun 30, 2026 |
| Royal Gold, Inc. | 37,050 | US$8.41M | +18,710 | Jun 30, 2026 |
| Alexandria Real Estate Equities, Inc. | 166K | US$8.4M | +109K | Jun 30, 2026 |
| Angi Inc. | 1.23M | US$7.79M | +740K | Jun 30, 2026 |