CINCTIVE CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LZM | 6.92M | $29.56M |
 | JBS | 1.07M | $15.44M |
 | HBAN | 1.05M | $18.27M |
 | WBI | 1.04M | $20.76M |
 | FYBR | 956K | $36.41M |
 | KMI | 943K | $25.91M |
 | NIQ | 639K | $10.54M |
 | BLND | 556K | $1.69M |
 | FHN | 477K | $11.40M |
 | CFLT | 450K | $13.61M |
 | KEY | 427K | $8.80M |
 | BAC | 383K | $21.08M |
 | ANNX | 359K | $1.80M |
 | SES | 336K | $604.49K |
 | VST | 334K | $53.84M |
 | AM | 334K | $5.94M |
 | BIRK | 330K | $13.52M |
 | EXAS | 330K | $33.51M |
 | APPN | 296K | $10.47M |
 | SRE | 292K | $25.79M |
Lifezone Metals Limited
LZM
Shares Held
6.92M
Value
$29.56M
JBS N.V.
JBS
Shares Held
1.07M
Value
$15.44M
Huntington Bancshares Incorporated
HBAN
Shares Held
1.05M
Value
$18.27M
WaterBridge Infrastructure LLC
WBI
Shares Held
1.04M
Value
$20.76M
Frontier Communications Parent, Inc.
FYBR
Shares Held
956K
Value
$36.41M
Kinder Morgan, Inc.
KMI
Shares Held
943K
Value
$25.91M
NIQ Global Intelligence Plc
NIQ
Shares Held
639K
Value
$10.54M
Blend Labs, Inc.
BLND
Shares Held
556K
Value
$1.69M
First Horizon Corporation
FHN
Shares Held
477K
Value
$11.40M
Confluent, Inc.
CFLT
Shares Held
450K
Value
$13.61M
KeyCorp
KEY
Shares Held
427K
Value
$8.80M
Bank of America Corporation
BAC
Shares Held
383K
Value
$21.08M
Annexon, Inc.
ANNX
Shares Held
359K
Value
$1.80M
SES AI Corporation
SES
Shares Held
336K
Value
$604.49K
Vistra Corp.
VST
Shares Held
334K
Value
$53.84M
Antero Midstream Corporation
AM
Shares Held
334K
Value
$5.94M
Birkenstock Holding plc
BIRK
Shares Held
330K
Value
$13.52M
Exact Sciences Corporation
EXAS
Shares Held
330K
Value
$33.51M
Appian Corporation
APPN
Shares Held
296K
Value
$10.47M
Sempra
SRE
Shares Held
292K
Value
$25.79M