SANDLER CAPITAL MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CTOS | 187K | $1.08M |
 | GLW | 113K | $9.90M |
 | FOR | 105K | $2.59M |
 | HOLX | 69K | $5.13M |
 | QDEL | 64K | $1.84M |
 | MSGE | 60K | $3.22M |
 | PL | 60K | $1.18M |
 | HNGE | 50K | $2.33M |
 | KEYS | 50K | $10.07M |
 | BHP | 47K | $2.82M |
 | BAC | 47K | $2.57M |
 | PLD | 46K | $5.85M |
 | TKO | 45K | $9.50M |
 | SHOO | 45K | $1.86M |
 | CCCX | 44K | $678.60K |
 | CCJ | 36K | $3.31M |
 | FWONK | 34K | $3.35M |
 | BLFS | 32K | $764.98K |
 | TRMB | 31K | $2.46M |
 | RTX | 31K | $5.61M |
Custom Truck One Source, Inc.
CTOS
Shares Held
187K
Value
$1.08M
Corning Incorporated
GLW
Shares Held
113K
Value
$9.90M
Forestar Group Inc.
FOR
Shares Held
105K
Value
$2.59M
Hologic, Inc.
HOLX
Shares Held
69K
Value
$5.13M
QuidelOrtho Corporation
QDEL
Shares Held
64K
Value
$1.84M
Madison Square Garden Entertainment Corp.
MSGE
Shares Held
60K
Value
$3.22M
Planet Labs PBC
PL
Shares Held
60K
Value
$1.18M
Hinge Health, Inc.
HNGE
Shares Held
50K
Value
$2.33M
Keysight Technologies, Inc.
KEYS
Shares Held
50K
Value
$10.07M
BHP Group Limited
BHP
Shares Held
47K
Value
$2.82M
Bank of America Corporation
BAC
Shares Held
47K
Value
$2.57M
Prologis, Inc.
PLD
Shares Held
46K
Value
$5.85M
TKO Group Holdings, Inc.
TKO
Shares Held
45K
Value
$9.50M
Steven Madden, Ltd.
SHOO
Shares Held
45K
Value
$1.86M
Churchill Capital Corp X
CCCX
Shares Held
44K
Value
$678.60K
Cameco Corporation
CCJ
Shares Held
36K
Value
$3.31M
Formula One Group
FWONK
Shares Held
34K
Value
$3.35M
BioLife Solutions, Inc.
BLFS
Shares Held
32K
Value
$764.98K
Trimble Inc.
TRMB
Shares Held
31K
Value
$2.46M
RTX Corporation
RTX
Shares Held
31K
Value
$5.61M