SLATE PATH CAPITAL LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NOK | 35.84M | $288.14M |
 | RIG | 30.06M | $199.31M |
 | HPE | 23.25M | $553.70M |
 | RKT | 23.15M | $329.93M |
 | CLF | 19.24M | $162.61M |
 | U | 11.35M | $249.01M |
 | ON | 7.80M | $482.90M |
 | PSKY | 7.51M | $67.77M |
 | SNAP | 7.29M | $33.52M |
 | AAL | 6.47M | $69.51M |
 | STM | 6.13M | $211.63M |
 | JHX | 5.36M | $101.60M |
 | GFS | 5.04M | $224.28M |
 | KNX | 4.62M | $265.92M |
 | WOLF | 4.44M | $68.45M |
 | EQT | 3.89M | $247.32M |
 | AMRZ | 3.75M | $210.24M |
 | FCX | 3.47M | $203.90M |
 | IP | 3.38M | $120.65M |
 | UAL | 3.11M | $286.62M |
Nokia Oyj
NOK
Shares Held
35.84M
Value
$288.14M
Transocean Ltd.
RIG
Shares Held
30.06M
Value
$199.31M
Hewlett Packard Enterprise Company
HPE
Shares Held
23.25M
Value
$553.70M
Rocket Companies, Inc.
RKT
Shares Held
23.15M
Value
$329.93M
Cleveland-Cliffs Inc.
CLF
Shares Held
19.24M
Value
$162.61M
Unity Software Inc.
U
Shares Held
11.35M
Value
$249.01M
ON Semiconductor Corporation
ON
Shares Held
7.80M
Value
$482.90M
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
7.51M
Value
$67.77M
Snap Inc.
SNAP
Shares Held
7.29M
Value
$33.52M
American Airlines Group Inc.
AAL
Shares Held
6.47M
Value
$69.51M
STMicroelectronics N.V.
STM
Shares Held
6.13M
Value
$211.63M
James Hardie Industries plc
JHX
Shares Held
5.36M
Value
$101.60M
GLOBALFOUNDRIES Inc.
GFS
Shares Held
5.04M
Value
$224.28M
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
4.62M
Value
$265.92M
Wolfspeed, Inc.
WOLF
Shares Held
4.44M
Value
$68.45M
EQT Corporation
EQT
Shares Held
3.89M
Value
$247.32M
Amrize Ltd
AMRZ
Shares Held
3.75M
Value
$210.24M
Freeport-McMoRan Inc.
FCX
Shares Held
3.47M
Value
$203.90M
International Paper Company
IP
Shares Held
3.38M
Value
$120.65M
United Airlines Holdings, Inc.
UAL
Shares Held
3.11M
Value
$286.62M