CastleKnight Management LP Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$2.0B

Holdings

301

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (301 positions)

#StockSharesValue% PortfolioType
1
NDQINVESCO QQQ TR
1,035,000$495.9T24623327.46%Put
2
SPYSPDR S&P 500 ETF TR
475,000$258.5T12836282.40%Put
3
IWMISHARES TR
1,080,000$219.1T10880667.85%Put
4
WDCWESTERN DIGITAL CORP.
845,600$64.1T3181510.91%Call
5
VRTVERTIV HOLDINGS CO
501,800$43.4T2157094.79%Call
6
SMCIUSDSUPER MICRO COMPUTER INC
47,030$38.5T1913443.30%Call
7
ZIMZIM INTEGRATED SHIPPING SERV
1,493,332$33.1T1643967.45%Call
8
CYHCOMMUNITY HEALTH SYS INC NEW
9,256,563$31.1T1544401.44%Call
9
PDDPDD HOLDINGS INC
206,600$27.5T1363922.88%Call
10
FSLRFIRST SOLAR INC
117,700$26.5T1317701.74%Call
11
NVDANVIDIA CORPORATION
202,100$25.0T1239781.26%Call
12
METAMETA PLATFORMS INC
44,210$22.3T1106908.53%Call
13
CLSCELESTICA INC
380,000$21.8T1081774.39%Call
14
DELLDELL TECHNOLOGIES INC
130,650$18.0T894697.74%Call
15
HPEHEWLETT PACKARD ENTERPRISE C
829,600$17.6T872088.90%Call
16
SIMOSILICON MOTION TECHNOLOGY CO
213,000$17.3T856608.06%Call
17
HBMHUDBAY MINERALS INC
1,839,600$16.6T826363.97%Call
18
FDO.FMACYS INC
713,100$13.7T679865.21%Call
19
AMDADVANCED MICRO DEVICES INC
78,920$12.8T635676.05%Call
20
AMZNAMAZON COM INC
64,370$12.4T617695.14%Call
21
GNLGLOBAL NET LEASE INC
1,686,081$12.4T615370.85%
22
CRMSALESFORCE INC
48,200$12.4T615347.26%Call
23
GOOGLALPHABET INC
63,700$11.6T576155.57%Call
24
ADVADVANTAGE SOLUTIONS INC
3,528,485$11.4T564176.92%
25
PENGSMART GLOBAL HLDGS INC
494,600$11.3T561683.20%Call
26
APOAPOLLO GLOBAL MGMT INC
91,300$10.8T535280.59%Call
27
J40TPROSHARES TR
298,500$10.3T510776.33%
28
PLAYDAVE & BUSTERS ENTMT INC
226,700$9.0T448141.18%Call
29
TSMTAIWAN SEMICONDUCTOR MFG LTD
51,900$9.0T447933.22%Call
30
CHTRCHARTER COMMUNICATIONS INC N
28,900$8.6T429024.49%
31
TECK/BTECK RESOURCES LTD
172,700$8.3T410770.27%Call
32
RXTRACKSPACE TECHNOLOGY INC
2,705,644$8.1T400366.81%
33
WEAWESTERN ALLIANCE BANCORP
126,600$8.0T394914.24%
34
NAPA1USDDUCKHORN PORTFOLIO INC
1,030,979$7.3T363479.00%
35
XYZBLOCK INC
111,400$7.2T356737.47%Call
36
RYAMRAYONIER ADVANCED MATLS INC
1,281,985$7.0T346300.38%
37
DISH 3.375 08/15/26DISH NETWORK CORPORATION
10,750,000$6.8T335373.99%
38
BWBABCOCK & WILCOX ENTERPRISES
4,253,064$6.2T306225.31%
39
CMCSACOMCAST CORP NEW
152,600$6.0T296734.73%
40
NOVA 0.25 12/01/26SUNNOVA ENERGY INTL INC.
12,000,000$6.0T295787.49%
41
7HPHP INC
163,800$5.7T284840.14%
42
MGMMGM RESORTS INTERNATIONAL
122,600$5.4T270542.61%Call
43
STGWSTAGWELL INC
790,166$5.4T267592.45%
44
OTLY 9.25 09/14/28OATLY GROUP AB
7,410,588$5.4T267576.41%
45
VTRSVIATRIS INC
506,900$5.4T267563.40%
46
TEVATEVA PHARMACEUTICAL INDS LTD
330,500$5.4T266683.40%Call
47
PSFEPAYSAFE LIMITED
300,541$5.3T263850.03%
48
DACDANAOS CORPORATION
56,500$5.2T259121.55%Call
49
AVGOBROADCOM INC
3,230$5.2T257508.82%Call
50
NRANRG ENERGY INC
66,400$5.2T256716.41%
51
PENNPENN ENTERTAINMENT INC
267,000$5.2T256611.19%Call
52
DOCNDIGITALOCEAN HLDGS INC
147,300$5.1T254172.59%Call
53
ILPTINDUSTRIAL LOGISTICS PPTYS T
1,386,800$5.1T253415.29%
54
BIDUNBAIDU INC
56,390$4.9T242152.48%Call
55
GTLSCHART INDS INC
33,400$4.8T239389.07%
56
MUMICRON TECHNOLOGY INC
36,200$4.8T236431.07%Call
57
OPITQOFFICE PPTYS INCOME TR
2,250,706$4.6T227992.24%
58
DXPEDXP ENTERPRISES INC
99,500$4.6T226484.69%
59
PBFPBF ENERGY INC
97,968$4.5T223873.13%
60
STKSTHE ONE GROUP HOSPITALITY IN
1,017,475$4.3T214725.62%
61
DHCDIVERSIFIED HEALTHCARE TR
1,393,272$4.2T211011.90%
62
PAHCPHIBRO ANIMAL HEALTH CORP
248,637$4.2T207047.47%
63
UALUNITED AIRLS HLDGS INC
85,400$4.2T206348.41%
64
OPTUALTICE USA INC
1,986,672$4.1T201246.12%
65
LBRTLIBERTY ENERGY INC
193,700$4.0T200927.42%
66
AHTASHFORD HOSPITALITY TR INC
4,149,865$4.0T200192.57%
67
ACIALBERTSONS COS INC
203,700$4.0T199769.55%Call
68
BABAALIBABA GROUP HLDG LTD
54,700$3.9T195564.93%
69
CORZWCORE SCIENTIFIC INC NEW
873,100$3.9T195529.23%
70
PUMPPROPETRO HLDG CORP
450,600$3.9T193990.94%
71
FLLFULL HSE RESORTS INC
741,638$3.7T184133.64%
72
BTEBAYTEX ENERGY CORP
1,048,400$3.6T181166.30%Call
73
ATKRATKORE INC
26,600$3.6T178222.00%
74
MSFTMICROSOFT CORP
7,980$3.6T177105.88%Call
75
CORZCORE SCIENTIFIC INC NEW
381,800$3.6T176315.31%
76
ACDCPROFRAC HLDG CORP
473,300$3.5T174150.96%
77
THCTENET HEALTHCARE CORP
26,100$3.5T172409.52%Call
78
FOURSHIFT4 PMTS INC
47,200$3.5T171914.80%Call
79
UNFIUNITED NAT FOODS INC
263,600$3.5T171469.89%
80
MRVLMARVELL TECHNOLOGY INC
48,100$3.4T166952.68%Call
81
PLYAPLAYA HOTELS & RESORTS NV
399,602$3.4T166479.51%
82
DRVNDRIVEN BRANDS HLDGS INC
262,600$3.3T165994.72%
83
TRWHEURBALLYS CORPORATION
277,413$3.3T164889.18%
84
DXCDXC TECHNOLOGY CO
173,000$3.3T163992.20%Call
85
UPLDUPLAND SOFTWARE INC
1,325,309$3.3T163865.53%
86
SPWHSPORTSMANS WHSE HLDGS INC
1,327,563$3.2T158870.54%
87
MDPEDIATRIX MEDICAL GROUP INC
422,525$3.2T158405.61%
88
NFLXNETFLIX INC
4,710$3.2T157840.57%
89
RCLROYAL CARIBBEAN GROUP
19,800$3.2T156749.58%
90
QVCAUSDQURATE RETAIL INC
4,986,100$3.1T155981.36%
91
CMPCOMPASS MINERALS INTL INC
298,200$3.1T152960.44%
92
ROIVROIVANT SCIENCES LTD
289,900$3.1T152157.85%
93
DALDELTA AIR LINES INC DEL
63,300$3.0T149114.39%
94
NCLHNORWEGIAN CRUISE LINE HLDG L
157,200$3.0T146673.10%
95
S7VSALLY BEAUTY HLDGS INC
274,750$2.9T146389.07%
96
GLT1EURGLATFELTER CORPORATION
2,090,854$2.9T144314.40%
97
TNLTRAVEL PLUS LEISURE CO
63,200$2.8T141158.71%
98
NOVAQSUNNOVA ENERGY INTL INC.
503,000$2.8T139371.30%Call
99
NOVA 2.625 02/15/28SUNNOVA ENERGY INTL INC.
7,925,000$2.7T135141.80%
100
INTCINTEL CORP
83,951$2.6T129103.54%
Page 1 of 4Next