BURKEHILL GLOBAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SFD | 600K | $14.09M |
 | KGS | 600K | $22.18M |
 | WAY | 600K | $22.75M |
 | FOX | 534K | $30.59M |
 | TRVI | 525K | $4.80M |
 | CWAN | 506K | $9.11M |
 | LOAR | 500K | $40.00M |
 | GUTS | 500K | $795.00K |
 | NDAQ | 500K | $44.23M |
 | MRX | 500K | $16.81M |
 | LTH | 500K | $13.80M |
 | SAIL | 450K | $9.94M |
 | NTST | 450K | $8.13M |
 | NIQ | 400K | $6.28M |
 | VIK | 400K | $24.86M |
 | NWS | 400K | $13.82M |
 | KLC | 400K | $2.66M |
 | SLDE | 400K | $6.31M |
 | OS | 400K | $7.37M |
 | BIRK | 400K | $18.10M |
SMITHFIELD FOODS INC
SFD
Shares Held
600K
Value
$14.09M
Kodiak Gas Services, Inc.
KGS
Shares Held
600K
Value
$22.18M
Waystar Holding Corp.
WAY
Shares Held
600K
Value
$22.75M
Fox Corporation
FOX
Shares Held
534K
Value
$30.59M
Trevi Therapeutics, Inc.
TRVI
Shares Held
525K
Value
$4.80M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
506K
Value
$9.11M
Loar Holdings Inc.
LOAR
Shares Held
500K
Value
$40.00M
Fractyl Health, Inc. Common Stock
GUTS
Shares Held
500K
Value
$795.00K
Nasdaq, Inc.
NDAQ
Shares Held
500K
Value
$44.23M
Marex Group plc Ordinary Shares
MRX
Shares Held
500K
Value
$16.81M
Life Time Group Holdings, Inc.
LTH
Shares Held
500K
Value
$13.80M
SailPoint, Inc.
SAIL
Shares Held
450K
Value
$9.94M
NETSTREIT Corp.
NTST
Shares Held
450K
Value
$8.13M
NIQ Global Intelligence Plc
NIQ
Shares Held
400K
Value
$6.28M
Viking Holdings Ltd
VIK
Shares Held
400K
Value
$24.86M
News Corporation
NWS
Shares Held
400K
Value
$13.82M
KinderCare Learning Companies, Inc.
KLC
Shares Held
400K
Value
$2.66M
Slide Insurance Holdings, Inc. Common Stock
SLDE
Shares Held
400K
Value
$6.31M
OneStream, Inc. Class A Common Stock
OS
Shares Held
400K
Value
$7.37M
Birkenstock Holding plc
BIRK
Shares Held
400K
Value
$18.10M