Clearline Capital LP Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$2.2T

Holdings

108

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (108 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
1,532,000$1.0T46.84%Put
2
SMTCSEMTECH CORP
698,935$49.9B2.29%
3
VYXNCR VOYIX CORPORATION
2,767,108$34.7B1.59%
4
MUMICRON TECHNOLOGY INC
205,216$34.3B1.58%
5
FLSFLOWSERVE CORP
642,290$34.1B1.57%
6
SATSECHOSTAR CORP
405,750$31.0B1.42%
7
TICACUREN CORP
2,255,448$30.0B1.38%
8
PLAYDAVE & BUSTERS ENTMT INC
1,619,964$29.4B1.35%
9
RG6ROGERS CORP
346,205$27.9B1.28%
10
MSGSMADISON SQUARE GRDN SPRT COR
121,116$27.5B1.26%
11
FLRFLUOR CORP NEW
632,469$26.6B1.22%
12
COOCOOPER COS INC
380,090$26.1B1.20%
13
1GSNNOVANTA INC
234,372$23.5B1.08%
14
CORZCORE SCIENTIFIC INC NEW
1,253,316$22.5B1.03%
15
TEVATEVA PHARMACEUTICAL INDS LTD
1,098,786$22.2B1.02%
16
FISFIDELITY NATL INFORMATION SV
332,073$21.9B1.00%
17
AMZNAMAZON COM INC
93,973$20.6B0.95%
18
BLKBBLACKBAUD INC
318,593$20.5B0.94%
19
AMDADVANCED MICRO DEVICES INC
124,404$20.1B0.92%
20
VSTVISTRA CORP
101,815$19.9B0.92%
21
CNCCENTENE CORP DEL
526,703$18.8B0.86%
22
DELLDELL TECHNOLOGIES INC
131,157$18.6B0.85%
23
K6BKBR INC
376,000$17.8B0.82%
24
PYPLPAYPAL HLDGS INC
255,340$17.1B0.79%
25
NVDANVIDIA CORPORATION
88,253$16.5B0.76%
26
MSFTMICROSOFT CORP
31,511$16.3B0.75%
27
SIMOSILICON MOTION TECHNOLOGY CO
169,677$16.1B0.74%
28
NBISNEBIUS GROUP N.V.
141,306$15.9B0.73%
29
GLNGGOLAR LNG LTD
391,409$15.8B0.73%
30
HSICHENRY SCHEIN INC
235,979$15.7B0.72%
31
CIFRCIPHER MINING INC
1,220,530$15.4B0.71%
32
ALITALIGHT INC
4,711,217$15.4B0.70%
33
CFLTCONFLUENT INC
764,277$15.1B0.69%
34
MAXMEDIAALPHA INC
1,290,849$14.7B0.67%
35
RSKDRISKIFIED LTD
3,106,045$14.5B0.67%
36
VOYGVOYAGER TECHNOLOGIES INC
486,149$14.5B0.66%
37
ACHCACADIA HEALTHCARE COMPANY IN
571,497$14.2B0.65%
38
BLCOBAUSCH PLUS LOMB CORP
917,042$13.8B0.63%
39
HPEHEWLETT PACKARD ENTERPRISE C
557,610$13.7B0.63%
40
JHXJAMES HARDIE INDS PLC
676,402$13.0B0.60%
41
COHRCOHERENT CORP
120,289$13.0B0.59%
42
HRTXHERON THERAPEUTICS INC
9,712,527$12.2B0.56%
43
PEPPEPSICO INC
84,743$11.9B0.55%
44
MNROMONRO INC
643,839$11.6B0.53%
45
TLNTALEN ENERGY CORP
27,049$11.5B0.53%
46
AAPLAPPLE INC
45,000$11.5B0.53%
47
XPERXPERI INC
1,738,981$11.3B0.52%
48
SNDKSANDISK CORP
100,072$11.2B0.52%
49
DOUGDOUGLAS ELLIMAN INC
3,892,595$11.1B0.51%
50
UNFUNIFIRST CORP MASS
64,477$10.8B0.49%
51
NNDMNANO DIMENSION LTD
6,496,507$10.2B0.47%
52
WIXWIX COM LTD
50,664$9.0B0.41%
53
BIDUNBAIDU INC
67,036$8.8B0.41%
54
DBRGDIGITALBRIDGE GROUP INC
735,699$8.6B0.40%
55
SSYSSTRATASYS LTD
762,850$8.5B0.39%
56
BKRBAKER HUGHES COMPANY
174,585$8.5B0.39%
57
GMEDGLOBUS MED INC
148,472$8.5B0.39%
58
KYIVKYIVSTAR GROUP LTD
668,977$8.4B0.38%
59
HLITHARMONIC INC
795,076$8.1B0.37%
60
MREOMEREO BIOPHARMA GROUP PLC
3,834,163$7.9B0.36%
61
GXOGXO LOGISTICS INCORPORATED
138,485$7.3B0.34%
62
VISNCOMMSCOPE HLDG CO INC
469,397$7.3B0.33%
63
IPINTERNATIONAL PAPER CO
150,411$7.0B0.32%
64
MGMISTRAS GROUP INC
698,849$6.9B0.32%
65
QDELQUIDELORTHO CORP
232,573$6.8B0.31%
66
IFFINTERNATIONAL FLAVORS&FRAGRA
104,604$6.4B0.30%
67
MXMAGNACHIP SEMICONDUCTOR CORP
1,900,176$5.9B0.27%
68
MTNVAIL RESORTS INC
35,902$5.4B0.25%
69
PENNPENN ENTERTAINMENT INC
225,029$4.3B0.20%
70
IASINTEGRAL AD SCIENCE HLDNG CO
419,221$4.3B0.20%
71
WDCWESTERN DIGITAL CORP
34,215$4.1B0.19%
72
MRVLMARVELL TECHNOLOGY INC
45,975$3.9B0.18%
73
WERNWERNER ENTERPRISES INC
146,356$3.9B0.18%
74
PCGPG&E CORP
226,632$3.4B0.16%
75
PRGOPERRIGO CO PLC
130,253$2.9B0.13%
76
MGRCMCGRATH RENTCORP
23,923$2.8B0.13%
77
GEGGEO GROUP INC NEW
134,268$2.8B0.13%
78
BILLBILL HOLDINGS INC
40,959$2.2B0.10%
79
LWLAMB WESTON HLDGS INC
36,614$2.1B0.10%
80
MAGNMAGNERA CORP
177,401$2.1B0.10%
81
LBTYALIBERTY GLOBAL LTD
179,654$2.1B0.09%
82
WSCWILLSCOT HLDGS CORP
89,689$1.9B0.09%
83
SANASANA BIOTECHNOLOGY INC
524,547$1.9B0.09%
84
PRMBPRIMO BRANDS CORPORATION
83,938$1.9B0.09%
85
ESTCELASTIC N V
19,300$1.6B0.07%
86
RKTROCKET COS INC
81,955$1.6B0.07%
87
ECVTECOVYST INC
168,144$1.5B0.07%
88
SP4PACHIEVE LIFE SCIENCES INC
451,219$1.4B0.07%
89
LSTRLANDSTAR SYS INC
10,524$1.3B0.06%
90
NVRIENVIRI CORP
94,099$1.2B0.05%
91
SAICSCIENCE APPLICATIONS INTL CO
11,297$1.1B0.05%
92
RIOTRIOT PLATFORMS INC
56,171$1.1B0.05%
93
SMGSCOTTS MIRACLE-GRO CO
17,474$995.1M0.05%
94
BUWABIO RAD LABS INC
3,535$991.2M0.05%
95
BHFBRIGHTHOUSE FINL INC
18,000$955.4M0.04%
96
OSONESTREAM INC
50,479$930.3M0.04%
97
EQTEQT CORP
16,411$893.3M0.04%
98
CMPRCIMPRESS PLC
11,702$737.7M0.03%
99
TXMDTHERAPEUTICSMD INC
635,222$682.9M0.03%
100
IARTINTEGRA LIFESCIENCES HLDGS C
42,814$613.5M0.03%
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