Holdings
Slotnik Capital, LLC
As of Jun 30, 2026, Slotnik Capital, LLC reported 26 positions worth US$359M. Largest: Penumbra, Inc., Taylor Morrison Home Corporation and Apogee Therapeutics, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Penumbra, Inc. | 133K | US$42M | +32,000 | Jun 30, 2026 |
| Taylor Morrison Home Corporation | 535K | US$38.4M | new | Jun 30, 2026 |
| Apogee Therapeutics, Inc. | 261K | US$34.6M | new | Jun 30, 2026 |
| Kenvue Inc. | 1.63M | US$31.2M | +770K | Jun 30, 2026 |
| Globalstar, Inc. | 350K | US$28.5M | new | Jun 30, 2026 |
| Chart Industries, Inc. | 130K | US$27.2M | −91,811 | Jun 30, 2026 |
| Nuvalent, Inc. | 210K | US$25.9M | new | Jun 30, 2026 |
| Bio-techne Corp | 206K | US$14.6M | new | Jun 30, 2026 |
| Warner Bros. Discovery, Inc. - Series A | 480K | US$12.8M | −108K | Jun 30, 2026 |
| Webster Financial Corporation | 154K | US$11.8M | −118K | Jun 30, 2026 |