Stock Taper 
GHISALLO CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sensient Technologies Corporation | SXT | 140K | $17.26M |
 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 |
 Vera Therapeutics, Inc. | VERA | 125K | $5.36M |
 EagleRock Land LLC | EROK | 110K | $2.34M |
 Warner Bros. Discovery, Inc. | WBD | 106K | $2.83M |
 Alumis Inc. | ALMS | 100K | $2.81M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 100K | $9.95M |
 BETA Technologies, Inc. | BETA | 100K | $1.68M |
 Loar Holdings Inc. | LOAR | 100K | $8.06M |
 Waystar Holding Corp. | WAY | 100K | $2.05M |
 MoonLake Immunotherapeutics | MLTX | 100K | $1.95M |
 Slide Insurance Holdings, Inc. Common Stock | SLDE | 100K | $1.94M |
 NIQ Global Intelligence Plc | NIQ | 100K | $935K |
 MP Materials Corp. | MP | 100K | $5.6M |
 Scholar Rock Holding Corporation | SRRK | 100K | $5.5M |
 ServiceTitan, Inc. | TTAN | 100K | $7.07M |
 Tamboran Resources Corp | TBN | 100K | $3.25M |
 Figure Technology Solutions, Inc. Class A Common Stock | FIGR | 100K | $3.07M |