Stock Taper 
GHISALLO CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MP Materials Corp. | MP | 100K | $5.6M |
 Slide Insurance Holdings, Inc. Common Stock | SLDE | 100K | $1.94M |
 Warner Bros. Discovery, Inc. | WBD | 106K | $2.83M |
 EagleRock Land LLC | EROK | 110K | $2.34M |
 Vera Therapeutics, Inc. | VERA | 125K | $5.36M |
 Centuri Holdings, Inc. | CTRI | 125K | $3.78M |
 HMH Holding Inc. Class A Common Stock | HMH | 125K | $2.34M |
 CAVA Group, Inc. | CAVA | 125K | $9.81M |
 Sensient Technologies Corporation | SXT | 140K | $17.26M |
 Yesway, Inc. | YSWY | 150K | $3.04M |
 Wealthfront Corporation | WLTH | 150K | $1.34M |
 Alamar Biosciences, Inc. | ALMR | 150K | $4.06M |
 Kodiak Sciences Inc. | KOD | 150K | $5.84M |
 Tango Therapeutics, Inc. | TNGX | 150K | $4.69M |
 Ultragenyx Pharmaceutical Inc. | RARE | 150K | $5.01M |
 Curbline Properties Corp. | CURB | 162.07K | $4.93M |
 Cardinal Infrastructure Group Inc. | CDNL | 167.3K | $15.76M |
 Cytokinetics, Incorporated | CYTK | 170K | $14.48M |
 York Space Systems, Inc. | YSS | 200K | $4.92M |
 MiniMed Group, Inc. Common Stock | MMED | 200K | $2.99M |