FINDELL CAPITAL MANAGEMENT LLC

CIK: 0001814465Latest portfolio: $347.8M · Q4 2025

Holdings

15

Total Value

$347.8M

New Positions

4

Closed Positions

3

Top Holdings

#StockSharesValue% PortfolioChangeType
1
LQDALIQUIDIA CORPORATION
4,207,449$145.1M41.73%-132,751Put
2
ESTAESTABLISHMENT LABS HLDGS INC
1,130,460$82.4M23.69%-164,960
3
ROOTROOT INC
235,000$17.0M4.88%+175K
4
DAVEDAVE INC
70,000$15.5M4.46%+32K
5
TPBTURNING PT BRANDS INC
127,000$13.8M3.96%+37K
6
OPRTOPORTUN FINL CORP
2,568,300$13.6M3.91%
7
SGHCSUPER GROUP SGHC LIMITED
940,000$11.2M3.23%+270K
8
GEGGEO GROUP INC NEW
650,000$10.5M3.01%+90K
9
CELHCELSIUS HLDGS INC
210,000$9.6M2.76%NEW
10
EHTHEHEALTH INC
1,408,975$6.5M1.86%+184K
11
ABVXABIVAX SA
48,000$6.5M1.86%+8K
12
LRNSTRIDE INC
90,000$5.8M1.68%NEW
13
ADMAADMA BIOLOGICS INC
300,000$5.5M1.57%NEW
14
VORVOR BIOPHARMA INC
231,000$3.0M0.87%NEW
15
MLYSMINERALYS THERAPEUTICS INC
50,000$1.8M0.52%-200,000

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
SGHC940K+270K
EHTH1.4M+184K
GEG650K+90K
DAVE70K+32K
ABVX48K+8K
MLYS50K+-200000

Decreased Positions

NameSharesChange
ESTA1.1M-164960
LQDA4.2M-132751
TPB127K37K
ROOT235K175K

Sector Breakdown

Healthcare0.0% ($1.4511482387104786e+22T)
Financial Services0.0% ($16974.1T)
Consumer Defensive0.0% ($1376.7T)
Technology0.0% ($15.5M)
Consumer Cyclical0.0% ($11.2M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$347.8M17
Q3 2025Nov 14, 2025$253.4B15
Q2 2025Aug 14, 2025$205.3B12
Q1 2025May 15, 2025$208.0B13
Q4 2024Feb 14, 2025$244.5B18

Fund Information

CIK0001814465
Most Recent FilingFeb 17, 2026
Number of Filings5

FINDELL CAPITAL MANAGEMENT LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $347.8M across 15 holdings. The largest position is LIQUIDIA CORPORATION (LQDA), representing 41.7% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.