Stock Taper 
GHISALLO CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 USA Rare Earth Inc | USAR | 500K | $10.79M |
 Dollar Tree, Inc. | DLTR | 500K | $60.48M |
 Firefly Aerospace Inc. | FLY | 500K | $14.7M |
 American Electric Power Company, Inc. | AEP | 500K | $68.41M |
 StandardAero, Inc. | SARO | 600K | $17.95M |
 Amer Sports, Inc. | AS | 600K | $20.3M |
 Alliance Laundry Holdings Inc. | ALH | 600K | $15.91M |
 The Macerich Company | MAC | 673.59K | $16.97M |
 GDS Holdings Limited | GDS | 750K | $22.52M |
 Altimmune, Inc. | ALT | 750K | $2.28M |
 Vishay Intertechnology, Inc. | VSH | 750K | $40.34M |
 Madison Air Solutions Corporation | MAIR | 800K | $31.2M |
 Aveanna Healthcare Holdings Inc. | AVAH | 900K | $7.33M |
 Legend Biotech Corporation | LEGN | 1M | $28.88M |
 INNIO N.V. Ordinary Shares | INIO | 1M | $39.55M |
 QXO, Inc. | QXO | 1M | $17.28M |
 Mineralys Therapeutics, Inc. | MLYS | 1.13M | $30.35M |
 Forgent Power Solutions, Inc. | FPS | 1.18M | $65.64M |
 Digital Realty Trust, Inc. | DLR | 1.2M | $215.15M |
 Intellia Therapeutics, Inc. | NTLA | 1.2M | $20.3M |