Stock Taper 
GHISALLO CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Vishay Intertechnology, Inc. | VSH | 750K | $40.34M |
 The Macerich Company | MAC | 673.59K | $16.97M |
 Alliance Laundry Holdings Inc. | ALH | 600K | $15.91M |
 Amer Sports, Inc. | AS | 600K | $20.3M |
 StandardAero, Inc. | SARO | 600K | $17.95M |
 Arxis, Inc. Class A Common Stock | ARXS | 500K | $23.07M |
 Dollar Tree, Inc. | DLTR | 500K | $60.48M |
 USA Rare Earth Inc | USAR | 500K | $10.79M |
 TeraWulf Inc. | WULF | 500K | $12.35M |
 Miami International Holdings, Inc. | MIAX | 500K | $18.58M |
 Legence Corp. Class A Common stock | LGN | 500K | $42.62M |
 American Electric Power Company, Inc. | AEP | 500K | $68.41M |
 Humacyte, Inc. | HUMA | 500K | $390.2K |
 Firefly Aerospace Inc. | FLY | 500K | $14.7M |
 Fervo Energy Company | FRVO | 500K | $14.62M |
 Nebius Group N.V. | NBIS | 400K | $110.47M |
 X-Energy, Inc. Class A Common Stock | XE | 400K | $7.34M |
 Alphabet Inc. | GOOGL | 400K | $142.95M |
 Alphabet Inc. | GOOG | 400K | $141.33M |
 Johnson Controls International plc | JCI | 400K | $58.44M |