Incline Global Management LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$292.7B
Holdings
30
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ASGNASGN INC | 325,722 | $15.7B | 5.36% | |
| 2 | VRTVERTIV HOLDINGS CO | 95,998 | $15.6B | 5.31% | |
| 3 | NCLHNORWEGIAN CRUISE LINE HLDG L | 678,940 | $15.2B | 5.18% | |
| 4 | GVAGRANITE CONSTR INC | 129,368 | $14.9B | 5.10% | |
| 5 | PRIMPRIMORIS SVCS CORP | 117,162 | $14.5B | 4.97% | |
| 6 | NKENIKE INC | 223,998 | $14.3B | 4.88% | |
| 7 | JXC1ZIFF DAVIS INC | 401,933 | $14.1B | 4.83% | |
| 8 | SPGIS&P GLOBAL INC | 26,745 | $14.0B | 4.78% | |
| 9 | WEXWEX INC | 91,384 | $13.6B | 4.65% | |
| 10 | AMZNAMAZON COM INC | 57,811 | $13.3B | 4.56% | |
| 11 | TELTE CONNECTIVITY PLC | 57,993 | $13.2B | 4.51% | |
| 12 | CUKCARNIVAL PLC | 413,656 | $12.6B | 4.32% | |
| 13 | FLRFLUOR CORP NEW | 317,349 | $12.6B | 4.30% | |
| 14 | COHRCOHERENT CORP | 67,023 | $12.4B | 4.23% | |
| 15 | STNESTONECO LTD | 773,072 | $11.4B | 3.91% | |
| 16 | GEVGE VERNOVA INC | 16,582 | $10.8B | 3.70% | |
| 17 | JJACOBS SOLUTIONS INC | 80,466 | $10.7B | 3.64% | |
| 18 | CBRECBRE GROUP INC | 59,608 | $9.6B | 3.27% | |
| 19 | PAGSPAGSEGURO DIGITAL LTD | 971,597 | $9.4B | 3.20% | |
| 20 | MSFTMICROSOFT CORP | 17,815 | $8.6B | 2.94% | |
| 21 | CPAYCORPAY INC | 26,847 | $8.1B | 2.76% | |
| 22 | VVISA INC | 22,851 | $8.0B | 2.74% | |
| 23 | JLLJONES LANG LASALLE INC | 20,037 | $6.7B | 2.30% | |
| 24 | APHAMPHENOL CORP NEW | 47,445 | $6.4B | 2.19% | |
| 25 | MORNMORNINGSTAR INC | 6,278 | $1.4B | 0.47% | |
| 26 | BROBROWN & BROWN INC | 16,872 | $1.3B | 0.46% | |
| 27 | PLAYDAVE & BUSTERS ENTMT INC | 76,548 | $1.2B | 0.42% | |
| 28 | CPRTCOPART INC | 28,488 | $1.1B | 0.38% | |
| 29 | METAMETA PLATFORMS INC | 1,627 | $1.1B | 0.37% | |
| 30 | FLUTFLUTTER ENTMT PLC | 3,838 | $825.0M | 0.28% |