Kamunting Street Capital Management, L.P. Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$122.2M

Holdings

14

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (14 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	ETENERGY TRANSFER L P	2,023,186	$36.7M	30.02%
2	EPDENTERPRISE PRODS PARTNERS L	857,017	$26.6M	21.75%
3	IBITISHARES BITCOIN TRUST ETF	205,181	$12.6M	10.28%
4	GOOGLALPHABET INC	66,131	$11.7M	9.54%
5	UNHUNITEDHEALTH GROUP INC	32,500	$10.1M	8.30%
6	DYHTARGET CORP	92,497	$9.1M	7.47%
7	GTLSCHART INDS INC	30,000	$4.9M	4.04%
8	CPRICAPRI HOLDINGS LIMITED	164,549	$2.9M	2.38%
9	RHRH	13,059	$2.5M	2.02%
10	DVNDEVON ENERGY CORP NEW	60,000	$1.9M	1.56%
11	PDDPDD HOLDINGS INC	15,000	$1.6M	1.28%
12	MRKMERCK & CO INC	15,410	$1.2M	1.00%
13	ADAGADAGENE INC	126,032	$246K	0.20%
14	RVLVREVOLVE GROUP INC	10,000	$201K	0.16%