COVALENT PARTNERS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PENN | 90K | $1.35M |
 | ECXWW | 75K | $3.90K |
 | GCBC | 69K | $1.55M |
 | BLCO | 65K | $1.03M |
 | SRBK | 60K | $1.01M |
 | ECBK | 50K | $836.50K |
 | MCS | 50K | $858.50K |
 | CNK | 25K | $713.00K |
 | CRC | 19K | $1.31M |
 | UFPI | 12K | $1.11M |
 | BX | 7K | $804.93K |
 | MSFT | 2K | $740.34K |
PENN Entertainment, Inc.
PENN
Shares Held
90K
Value
$1.35M
ECARX Holdings Inc.
ECXWW
Shares Held
75K
Value
$3.90K
Greene County Bancorp, Inc.
GCBC
Shares Held
69K
Value
$1.55M
Bausch + Lomb Corporation
BLCO
Shares Held
65K
Value
$1.03M
SR Bancorp, Inc. Common stock
SRBK
Shares Held
60K
Value
$1.01M
ECB Bancorp, Inc.
ECBK
Shares Held
50K
Value
$836.50K
The Marcus Corporation
MCS
Shares Held
50K
Value
$858.50K
Cinemark Holdings, Inc.
CNK
Shares Held
25K
Value
$713.00K
California Resources Corp
CRC
Shares Held
19K
Value
$1.31M
UFP Industries, Inc.
UFPI
Shares Held
12K
Value
$1.11M
Blackstone Inc.
BX
Shares Held
7K
Value
$804.93K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$740.34K