LONG FOCUS CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MGTX | 525K | $4.32M |
 | DXLG | 498K | $652.43K |
 | PAGS | 406K | $4.06M |
 | BNTX | 398K | $39.22M |
 | LOMA | 378K | $2.78M |
 | LBRDA | 375K | $23.75M |
 | NESR | 350K | $3.59M |
 | INSM | 338K | $48.68M |
 | AIOT | 338K | $1.77M |
 | AGO | 320K | $27.09M |
 | CHTR | 314K | $86.26M |
 | PZZA | 311K | $14.96M |
 | OVV | 310K | $12.52M |
 | MOH | 257K | $49.27M |
 | CTRN | 243K | $7.53M |
 | CEPU | 233K | $1.86M |
 | GSAT | 207K | $7.53M |
 | APG | 199K | $6.85M |
 | BIDU | 160K | $21.06M |
 | UAL | 159K | $15.34M |
MeiraGTx Holdings plc
MGTX
Shares Held
525K
Value
$4.32M
Destination XL Group, Inc.
DXLG
Shares Held
498K
Value
$652.43K
PagSeguro Digital Ltd.
PAGS
Shares Held
406K
Value
$4.06M
BioNTech SE
BNTX
Shares Held
398K
Value
$39.22M
Loma Negra Compañía Industrial Argentina Sociedad Anónima
LOMA
Shares Held
378K
Value
$2.78M
Liberty Broadband Corporation
LBRDA
Shares Held
375K
Value
$23.75M
National Energy Services Reunited Corp.
NESR
Shares Held
350K
Value
$3.59M
Insmed Incorporated
INSM
Shares Held
338K
Value
$48.68M
PowerFleet, Inc.
AIOT
Shares Held
338K
Value
$1.77M
Assured Guaranty Ltd.
AGO
Shares Held
320K
Value
$27.09M
Charter Communications, Inc.
CHTR
Shares Held
314K
Value
$86.26M
Papa John's International, Inc.
PZZA
Shares Held
311K
Value
$14.96M
Ovintiv Inc.
OVV
Shares Held
310K
Value
$12.52M
Molina Healthcare, Inc.
MOH
Shares Held
257K
Value
$49.27M
Citi Trends, Inc.
CTRN
Shares Held
243K
Value
$7.53M
Central Puerto S.A.
CEPU
Shares Held
233K
Value
$1.86M
Globalstar, Inc.
GSAT
Shares Held
207K
Value
$7.53M
APi Group Corporation
APG
Shares Held
199K
Value
$6.85M
Baidu, Inc.
BIDU
Shares Held
160K
Value
$21.06M
United Airlines Holdings, Inc.
UAL
Shares Held
159K
Value
$15.34M