SLATE PATH CAPITAL LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SNDK | 2.69M | $302.23M |
 | B | 2.55M | $83.56M |
 | DOW | 2.47M | $56.53M |
 | JHX | 2.28M | $43.82M |
 | SBSW | 1.92M | $21.57M |
 | GFS | 1.77M | $63.40M |
 | DAL | 1.73M | $98.44M |
 | UNP | 1.63M | $385.66M |
 | EXE | 1.62M | $171.65M |
 | LAB | 1.61M | $2.10M |
 | NUE | 1.54M | $208.20M |
 | WDC | 1.42M | $170.03M |
 | UAL | 1.16M | $111.76M |
 | LYB | 1.13M | $55.26M |
 | GLW | 1.02M | $84.02M |
 | AER | 1.02M | $123.62M |
 | NEM | 974K | $82.14M |
 | APTV | 894K | $77.08M |
 | WHR | 830K | $65.24M |
 | OUST | 829K | $22.42M |
Sandisk Corporation
SNDK
Shares Held
2.69M
Value
$302.23M
Barrick Mining Corporation
B
Shares Held
2.55M
Value
$83.56M
Dow Inc.
DOW
Shares Held
2.47M
Value
$56.53M
James Hardie Industries plc
JHX
Shares Held
2.28M
Value
$43.82M
Sibanye Stillwater Limited
SBSW
Shares Held
1.92M
Value
$21.57M
GLOBALFOUNDRIES Inc.
GFS
Shares Held
1.77M
Value
$63.40M
Delta Air Lines, Inc.
DAL
Shares Held
1.73M
Value
$98.44M
Union Pacific Corporation
UNP
Shares Held
1.63M
Value
$385.66M
Expand Energy Corporation
EXE
Shares Held
1.62M
Value
$171.65M
Standard BioTools Inc.
LAB
Shares Held
1.61M
Value
$2.10M
Nucor Corporation
NUE
Shares Held
1.54M
Value
$208.20M
Western Digital Corporation
WDC
Shares Held
1.42M
Value
$170.03M
United Airlines Holdings, Inc.
UAL
Shares Held
1.16M
Value
$111.76M
LyondellBasell Industries N.V.
LYB
Shares Held
1.13M
Value
$55.26M
Corning Incorporated
GLW
Shares Held
1.02M
Value
$84.02M
AerCap Holdings N.V.
AER
Shares Held
1.02M
Value
$123.62M
Newmont Corporation
NEM
Shares Held
974K
Value
$82.14M
Aptiv PLC
APTV
Shares Held
894K
Value
$77.08M
Whirlpool Corporation
WHR
Shares Held
830K
Value
$65.24M
Ouster, Inc.
OUST
Shares Held
829K
Value
$22.42M