SLOTNIK CAPITAL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KVUE | 860K | $14.83M |
 | AVO | 765K | $10.53M |
 | WBD | 588K | $16.15M |
 | LBRDA | 421K | $21.13M |
 | TWO | 325K | $3.71M |
 | WBS | 272K | $18.88M |
 | WES | 263K | $10.81M |
 | LBRDK | 258K | $12.97M |
MASIMO CORP | MASI | 240K | $42.74M |
 | GTLS | 222K | $45.86M |
 | RNA | 181K | $2.42M |
 | LWAY | 157K | $3.05M |
 | PEN | 101K | $33.17M |
 | RKT | 78K | $1.11M |
 | SLAB | 66K | $13.63M |
 | UNF | 35K | $8.68M |
 | VAL | 25K | $2.45M |
 | NSC | 15K | $4.39M |
Kenvue Inc.
KVUE
Shares Held
860K
Value
$14.83M
Mission Produce, Inc.
AVO
Shares Held
765K
Value
$10.53M
Warner Bros. Discovery, Inc.
WBD
Shares Held
588K
Value
$16.15M
Liberty Broadband Corporation
LBRDA
Shares Held
421K
Value
$21.13M
Two Harbors Investment Corp.
TWO
Shares Held
325K
Value
$3.71M
Webster Financial Corporation
WBS
Shares Held
272K
Value
$18.88M
Western Midstream Partners, LP
WES
Shares Held
263K
Value
$10.81M
Liberty Broadband Corporation
LBRDK
Shares Held
258K
Value
$12.97M
MASIMO CORP
MASI
Shares Held
240K
Value
$42.74M
Chart Industries, Inc.
GTLS
Shares Held
222K
Value
$45.86M
Atrium Therapeutics, Inc.
RNA
Shares Held
181K
Value
$2.42M
Lifeway Foods, Inc.
LWAY
Shares Held
157K
Value
$3.05M
Penumbra, Inc.
PEN
Shares Held
101K
Value
$33.17M
Rocket Companies, Inc.
RKT
Shares Held
78K
Value
$1.11M
Silicon Laboratories Inc.
SLAB
Shares Held
66K
Value
$13.63M
UniFirst Corporation
UNF
Shares Held
35K
Value
$8.68M
Valaris Limited
VAL
Shares Held
25K
Value
$2.45M
Norfolk Southern Corporation
NSC
Shares Held
15K
Value
$4.39M