SLATE PATH CAPITAL LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NOK | 33.69M | $217.95M |
 | RKT | 25.69M | $497.34M |
 | HPE | 24.40M | $586.00M |
 | CLF | 22.42M | $297.69M |
 | ON | 10.48M | $567.50M |
 | AAL | 9.03M | $138.50M |
 | U | 8.20M | $362.23M |
 | EQT | 6.27M | $336.20M |
 | GTLB | 5.97M | $224.20M |
 | AMRZ | 5.86M | $316.86M |
 | JHX | 5.36M | $111.31M |
 | STM | 5.28M | $136.98M |
 | FCX | 5.16M | $261.82M |
 | PSKY | 5.09M | $68.25M |
 | GFS | 4.86M | $169.57M |
 | KNX | 4.29M | $224.06M |
 | DAL | 2.93M | $203.14M |
 | NVTS | 2.88M | $20.56M |
 | IP | 2.58M | $101.51M |
 | ARWR | 2.52M | $167.54M |
Nokia Oyj
NOK
Shares Held
33.69M
Value
$217.95M
Rocket Companies, Inc.
RKT
Shares Held
25.69M
Value
$497.34M
Hewlett Packard Enterprise Company
HPE
Shares Held
24.40M
Value
$586.00M
Cleveland-Cliffs Inc.
CLF
Shares Held
22.42M
Value
$297.69M
ON Semiconductor Corporation
ON
Shares Held
10.48M
Value
$567.50M
American Airlines Group Inc.
AAL
Shares Held
9.03M
Value
$138.50M
Unity Software Inc.
U
Shares Held
8.20M
Value
$362.23M
EQT Corporation
EQT
Shares Held
6.27M
Value
$336.20M
GitLab Inc.
GTLB
Shares Held
5.97M
Value
$224.20M
Amrize Ltd
AMRZ
Shares Held
5.86M
Value
$316.86M
James Hardie Industries plc
JHX
Shares Held
5.36M
Value
$111.31M
STMicroelectronics N.V.
STM
Shares Held
5.28M
Value
$136.98M
Freeport-McMoRan Inc.
FCX
Shares Held
5.16M
Value
$261.82M
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
5.09M
Value
$68.25M
GLOBALFOUNDRIES Inc.
GFS
Shares Held
4.86M
Value
$169.57M
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
4.29M
Value
$224.06M
Delta Air Lines, Inc.
DAL
Shares Held
2.93M
Value
$203.14M
Navitas Semiconductor Corporation
NVTS
Shares Held
2.88M
Value
$20.56M
International Paper Company
IP
Shares Held
2.58M
Value
$101.51M
Arrowhead Pharmaceuticals, Inc.
ARWR
Shares Held
2.52M
Value
$167.54M