PLUSTICK MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NN | 1.71M | $27.36M |
 | RXT | 700K | $685.86K |
 | SOC | 675K | $11.15M |
 | VG | 675K | $10.64M |
 | APLD | 640K | $15.19M |
 | ATEX | 500K | $19.08M |
 | LUMN | 400K | $2.78M |
 | SATS | 390K | $45.66M |
 | INOD | 275K | $10.62M |
 | CC | 225K | $4.96M |
 | MRNA | 220K | $11.18M |
 | SM | 210K | $6.55M |
 | AR | 175K | $7.43M |
 | RUN | 160K | $2.17M |
 | APA | 140K | $5.94M |
 | NBIS | 90K | $9.34M |
 | GSAT | 70K | $4.65M |
 | OXY | 50K | $3.25M |
 | ECG | 30K | $3.54M |
 | CNR | 20K | $2.09M |
NextNav Inc.
NN
Shares Held
1.71M
Value
$27.36M
Rackspace Technology, Inc.
RXT
Shares Held
700K
Value
$685.86K
Sable Offshore Corp.
SOC
Shares Held
675K
Value
$11.15M
Venture Global, Inc.
VG
Shares Held
675K
Value
$10.64M
Applied Digital Corp.
APLD
Shares Held
640K
Value
$15.19M
Anterix Inc.
ATEX
Shares Held
500K
Value
$19.08M
Lumen Technologies, Inc.
LUMN
Shares Held
400K
Value
$2.78M
EchoStar Corporation
SATS
Shares Held
390K
Value
$45.66M
Innodata Inc.
INOD
Shares Held
275K
Value
$10.62M
The Chemours Company
CC
Shares Held
225K
Value
$4.96M
Moderna, Inc.
MRNA
Shares Held
220K
Value
$11.18M
SM Energy Company
SM
Shares Held
210K
Value
$6.55M
Antero Resources Corporation
AR
Shares Held
175K
Value
$7.43M
Sunrun Inc.
RUN
Shares Held
160K
Value
$2.17M
APA Corporation
APA
Shares Held
140K
Value
$5.94M
Nebius Group N.V.
NBIS
Shares Held
90K
Value
$9.34M
Globalstar, Inc.
GSAT
Shares Held
70K
Value
$4.65M
Occidental Petroleum Corporation
OXY
Shares Held
50K
Value
$3.25M
Everus Construction Group, Inc.
ECG
Shares Held
30K
Value
$3.54M
Core Natural Resources, Inc.
CNR
Shares Held
20K
Value
$2.09M