Cartenna Capital, LP Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$979.3B

Holdings

29

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (29 positions)

#StockSharesValue% PortfolioType
1
XLFISELECT SECTOR SPDR TR
1,150,000$116K0.00%Put
2
SPYSPDR S&P 500 ETF TR
150,000$64K0.00%Put
3
AQLTISHARES TR
300,000$53K0.00%Put
4
CCKCROWN HLDGS INC
595,000$52K0.00%
5
FDXFEDEX CORP
190,000$50K0.00%
6
K6BKBR INC
820,000$48K0.00%
7
TTWOTAKE-TWO INTERACTIVE SOFTWAR
335,000$47K0.00%
8
BERYEURBERRY GLOBAL GROUP INC
730,000$45K0.00%
9
AZOAUTOZONE INC
16,000$40K0.00%
10
FLRFLUOR CORP NEW
1,025,000$37K0.00%
11
HONHONEYWELL INTL INC
190,000$35K0.00%
12
PHPARKER-HANNIFIN CORP
87,500$34K0.00%
13
AMZNAMAZON COM INC
275,000$34K0.00%
14
MSFTMICROSOFT CORP
107,500$33K0.00%
15
KBRKBR INC
550,000$32K0.00%Call
16
WCNWASTE CONNECTIONS INC
230,000$30K0.00%
17
FTDRFRONTDOOR INC
1,010,000$30K0.00%
18
FTDRFRONTDOOR INC
900,000$27K0.00%Call
19
APHAMPHENOL CORP NEW
320,000$26K0.00%
20
BLDTOPBUILD CORP
90,000$22K0.00%
21
UNPUNION PAC CORP
105,000$21K0.00%
22
XPOXPO INC
235,000$17K0.00%
23
IBPINSTALLED BLDG PRODS INC
135,000$16K0.00%
24
AVYAVERY DENNISON CORP
90,000$16K0.00%
25
VCVISTEON CORP
85,000$11K0.00%
26
ATDATI INC
265,000$10K0.00%
27
UAAUNDER ARMOUR INC
1,450,000$9K0.00%
28
WSMWILLIAMS SONOMA INC
55,000$8K0.00%
29
PCTPURECYCLE TECHNOLOGIES INC
630,000$1K0.00%