Holdings

Portfolio Disclosure

Overview

Total Portfolio Value $**,***,***
Number of Positions 67
Disclosed in This Report 24
SEC CIK 0002063571
Large Trader ID **-*****

Allocation

Crypto 33.0%
Consumer Cyclical 36.5%
Energy 6.5%
Healthcare 4.0%
Industrials 4.6%
Basic Materials 3.3%
Utilities 1.5%
Technology 0.5%
Options 10.1%

Current Positions

Ticker Security Weight
BTC Bitcoin 33.00%
GME GameStop Corp. 32.00%
GME GameStop Corp. CALLS 7.00%
UA Under Armour, Inc. 3.20%
NEXT NextDecade Corporation 3.00%
MOH Molina Healthcare, Inc. 2.69%
EMN Eastman Chemical Co. 2.00%
BXC BlueLinx Holdings Inc. 1.50%
GWRS Global Water Resources 1.50%
RIG Transocean Ltd. 1.50%
MCFT MasterCraft Boat Holdings 1.29%
PAMT Pamt Corp. 1.29%
CLW Clearwater Paper Corp. 1.29%
PFE Pfizer Inc. 1.29%
TTWO Take-Two Interactive 1.29%
RDW Redwire Corporation 1.00%
HPK HighPeak Energy, Inc. 1.00%
AIR AAR Corp. 0.80%
NVDA NVIDIA Corporation PUTS 0.80%
SOFI SoFi Technologies PUTS 0.80%
PLTR Palantir Technologies PUTS 0.80%
ACH Aluminum Corp. of China 0.50%
OXY Occidental Petroleum 0.50%
CRSR Corsair Gaming, Inc. 0.50%
Cash & Equivalents 5.59%

Not all positions are disclosed.

Recent SEC Filings

Schedule 13G
GameStop Corp. (GME)
Filed April 2, 2025 · SEC Accession No. 0002063571-25-000002