GHISALLO CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRCB | 110K | $2.62M |
 | ETOR | 100K | $4.13M |
 | VICI | 100K | $3.26M |
 | FANG | 100K | $14.31M |
 | EVTL | 100K | $519.00K |
 | EVEX | 100K | $381.00K |
 | ESLT | 100K | $50.98M |
 | CRBG | 100K | $3.21M |
 | MNTN | 100K | $1.85M |
 | MP | 100K | $6.71M |
 | CON | 100K | $2.09M |
 | AMSC | 100K | $5.94M |
 | NTST | 100K | $1.81M |
Churchill Capital Corp X | CCCX | 100K | $1.29M |
 | PCAP | 100K | $1.03M |
 | BKV | 100K | $2.31M |
 | BABA | 100K | $17.87M |
 | AWK | 100K | $13.92M |
 | ATAT | 100K | $3.76M |
 | SOC | 100K | $1.75M |
Black Rock Coffee Bar, Inc. Class A Common Stock
BRCB
Shares Held
110K
Value
$2.62M
eToro Group Ltd.
ETOR
Shares Held
100K
Value
$4.13M
VICI Properties Inc.
VICI
Shares Held
100K
Value
$3.26M
Diamondback Energy, Inc.
FANG
Shares Held
100K
Value
$14.31M
Vertical Aerospace Ltd.
EVTL
Shares Held
100K
Value
$519.00K
Eve Holding, Inc.
EVEX
Shares Held
100K
Value
$381.00K
Elbit Systems Ltd.
ESLT
Shares Held
100K
Value
$50.98M
Corebridge Financial, Inc.
CRBG
Shares Held
100K
Value
$3.21M
MNTN Inc.
MNTN
Shares Held
100K
Value
$1.85M
MP Materials Corp.
MP
Shares Held
100K
Value
$6.71M
Concentra Group Holdings Parent, Inc.
CON
Shares Held
100K
Value
$2.09M
American Superconductor Corporation
AMSC
Shares Held
100K
Value
$5.94M
NETSTREIT Corp.
NTST
Shares Held
100K
Value
$1.81M
Churchill Capital Corp X
CCCX
Shares Held
100K
Value
$1.29M
ProCap Acquisition Corp
PCAP
Shares Held
100K
Value
$1.03M
BKV Corporation
BKV
Shares Held
100K
Value
$2.31M
Alibaba Group Holding Limited
BABA
Shares Held
100K
Value
$17.87M
American Water Works Company, Inc.
AWK
Shares Held
100K
Value
$13.92M
Atour Lifestyle Holdings Limited
ATAT
Shares Held
100K
Value
$3.76M
Sable Offshore Corp.
SOC
Shares Held
100K
Value
$1.75M