COVALENT PARTNERS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MCS | 167K | $2.59M |
 | AMC | 150K | $435.00K |
 | CNK | 87K | $2.44M |
 | PENN | 75K | $1.44M |
 | ECXWW | 75K | $4.50K |
 | EPR-PC | 55K | $1.40M |
 | GCBC | 46K | $1.03M |
 | SRBK | 40K | $607.52K |
 | ROCK | 27K | $1.70M |
 | CZR | 25K | $675.63K |
 | EPR-PE | 20K | $631.20K |
 | CRC | 19K | $1.01M |
 | UFPI | 19K | $1.73M |
 | REGN | 800 | $449.82K |
The Marcus Corporation
MCS
Shares Held
167K
Value
$2.59M
AMC Entertainment Holdings, Inc.
AMC
Shares Held
150K
Value
$435.00K
Cinemark Holdings, Inc.
CNK
Shares Held
87K
Value
$2.44M
PENN Entertainment, Inc.
PENN
Shares Held
75K
Value
$1.44M
ECARX Holdings Inc.
ECXWW
Shares Held
75K
Value
$4.50K
EPR Properties
EPR-PC
Shares Held
55K
Value
$1.40M
Greene County Bancorp, Inc.
GCBC
Shares Held
46K
Value
$1.03M
SR Bancorp, Inc. Common stock
SRBK
Shares Held
40K
Value
$607.52K
Gibraltar Industries, Inc.
ROCK
Shares Held
27K
Value
$1.70M
Caesars Entertainment, Inc.
CZR
Shares Held
25K
Value
$675.63K
EPR Properties
EPR-PE
Shares Held
20K
Value
$631.20K
California Resources Corporation
CRC
Shares Held
19K
Value
$1.01M
UFP Industries, Inc.
UFPI
Shares Held
19K
Value
$1.73M
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
800
Value
$449.82K