Long Focus Capital Management, LLC Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$2.2B

Holdings

108

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (108 positions)

#StockSharesValue% PortfolioType
1
TRVCCITIGROUP INC
13,792,840$635.0T28936652.11%Call
2
INTCINTEL CORP
11,195,300$374.4T17059302.65%Call
3
ETENERGY TRANSFER L P
24,525,200$311.5T14193043.96%Call
4
CMCSACOMCAST CORP NEW
3,139,300$130.4T5943785.36%Call
5
BUDANHEUSER BUSCH INBEV SA/NV
1,437,300$81.5T3714863.98%Call
6
FTAIFTAI AVIATION LTD
1,193,678$37.8T1722096.02%
7
ARANTERO RESOURCES CORP
1,640,900$37.8T1722008.63%
8
BABAALIBABA GROUP HLDG LTD
410,000$34.2T1557215.54%
9
WBDWARNER BROS DISCOVERY INC
2,300,600$28.8T1314613.00%Call
10
ABXBARRICK GOLD CORP
1,665,000$28.2T1284489.22%Call
11
LCLENDINGCLUB CORP
2,019,019$19.7T897024.46%
12
ONITOCWEN FINL CORP
652,088$19.5T890537.50%
13
APOAPOLLO GLOBAL MGMT INC
254,430$19.5T890523.42%
14
AGOASSURED GUARANTY LTD
297,000$16.6T755179.02%
15
AZULQAZUL S A
1,160,000$15.9T723636.90%
16
BTUPEABODY ENERGY CORP
715,058$15.5T705763.16%
17
CITHE CIGNA GROUP
55,000$15.4T703249.81%
18
LILALIBERTY LATIN AMERICA LTD
1,650,600$14.2T648348.30%
19
HYZON MOTORS INC
13,905,729$13.3T607358.54%
20
IOVAIOVANCE BIOTHERAPEUTICS INC
1,876,814$13.2T602078.58%
21
TLYSTILLYS INC
1,831,931$12.8T585175.84%
22
FREYR BATTERY
1,355,000$12.7T577311.46%
23
LBTYBLIBERTY GLOBAL PLC
704,132$12.5T570165.31%
24
07WAMR COOPER GROUP INC
245,000$12.4T565352.15%
25
LBRDALIBERTY BROADBAND CORP
149,010$11.9T541372.81%
26
FLEXFLEX LTD
425,000$11.7T535286.44%
27
FIPFTAI INFRASTRUCTURE INC
3,117,659$11.5T524220.81%
28
AMZNAMAZON COM INC
87,900$11.5T522146.65%Call
29
GIIIG III APPAREL GROUP LTD
567,362$10.9T498197.15%
30
OMFONEMAIN HLDGS INC
204,500$8.9T407131.43%
31
CLLSCELLECTIS S A
4,487,293$8.8T402818.97%
32
ALAIR LEASE CORP
202,500$8.5T386171.09%
33
GOOGALPHABET INC
70,000$8.5T385864.65%Call
34
EXECHESAPEAKE ENERGY CORP
96,175$8.0T366727.21%
35
LADLITHIA MTRS INC
26,400$8.0T365842.28%
36
CZRCAESARS ENTERTAINMENT INC NE
156,980$8.0T364601.33%
37
BCSBARCLAYS PLC
1,010,000$7.9T361745.54%
38
IM8NINSMED INC
371,649$7.8T357334.29%
39
CPRICAPRI HOLDINGS LIMITED
205,388$7.4T335898.28%
40
CEPUCENTRAL PUERTO S A
1,052,696$7.3T332426.36%
41
ADAPYADAPTIMMUNE THERAPEUTICS PLC
7,812,528$7.2T329300.63%
42
AMANTERO MIDSTREAM CORP
610,000$7.1T322438.65%
43
PINSPINTEREST INC
258,000$7.1T321423.40%
44
AKROAKERO THERAPEUTICS INC
144,000$6.7T306369.58%
45
OPRTOPORTUN FINL CORP
1,065,777$6.4T289934.55%
46
CLVTCLARIVATE PLC
645,000$6.1T280099.21%
47
QTM1EURQUANTUM CORP
5,415,372$5.8T266508.67%
48
SATSECHOSTAR CORP
321,500$5.6T254032.53%
49
PCTPURECYCLE TECHNOLOGIES INC
520,317$5.6T253457.42%
50
WFCWELLS FARGO CO NEW
128,900$5.5T250689.76%
51
SUPVGRUPO SUPERVIELLE S.A.
1,470,689$4.6T208420.54%
52
CUROEURCURO GROUP HOLDINGS CORP
2,978,193$4.0T183208.63%
53
HLFHERBALIFE LTD
300,000$4.0T180995.81%
54
TBCHTURTLE BEACH CORP
305,000$3.6T161914.24%
55
CTRNCITI TRENDS INC
200,673$3.5T161487.49%
56
MRO*MARATHON OIL CORP
125,000$2.9T131121.71%
57
ARHSARHAUS INC
256,240$2.7T121784.07%
58
BACBANK AMERICA CORP
93,000$2.7T121582.98%
59
AIZASSURANT INC
20,000$2.5T114575.99%
60
IGICINTL GNRL INSURANCE HLDNGS L
270,635$2.4T110250.55%
61
AURAAURA BIOSCIENCES INC
180,175$2.2T101395.97%
62
FOAFINANCE OF AMERICA COMPAN
1,104,348$2.1T96116.66%
63
CALYTOPGOLF CALLAWAY BRANDS CORP
90,000$1.8T81407.10%
64
CRKCOMSTOCK RES INC
151,400$1.8T80028.22%
65
GBYSANGAMO THERAPEUTICS INC
1,272,000$1.7T75351.12%
66
BIOXBIOCERES CROP SOLUTIONS CORP
118,800$1.6T72323.96%
67
AKRACADIA RLTY TR
108,000$1.6T70818.03%
68
ARCOARCOS DORADOS HOLDINGS INC
150,000$1.5T70060.69%
69
MTGMGIC INVT CORP WIS
95,000$1.5T68354.17%
70
GPROGOPRO INC
360,700$1.5T68046.49%
71
NESRNATIONAL ENERGY SERVICES REU
497,921$1.5T66933.22%
72
VINCERX PHARMA INC
1,098,753$1.4T65088.27%
73
LOMALOMA NEGRA C I A S A MTN 14
210,000$1.4T65071.00%
74
SCHWSCHWAB CHARLES CORP
25,000$1.4T64569.75%
75
SP4PACHIEVE LIFE SCIENCES INC
248,099$1.3T58674.81%
76
GGALGRUPO FINANCIERO GALICIA S.A
74,000$1.3T57998.86%
77
LUMNLUMEN TECHNOLOGIES INC
500,000$1.1T51491.76%
78
PLCECHILDRENS PL INC NEW
45,530$1.1T48153.95%
79
NXTCNEXTCURE INC
556,105$1.0T45612.99%
80
JILLJ JILL INC
41,260$884.2B40291.25%
81
TELLEURTELLURIAN INC NEW
600,750$847.1B38598.68%
82
SLRSOLITARIO ZINC CORP
1,409,700$810.6B36936.36%
83
GOOGLALPHABET INC
5,980$715.8B32617.80%
84
SIGSIGNET JEWELERS LIMITED
10,000$652.6B29737.63%
85
DXLGDESTINATION XL GROUP INC
133,042$651.9B29706.00%
86
AMPSUSDALTUS POWER INC
104,081$562.0B25610.86%
87
GRPNGROUPON INC
90,000$531.9B24237.58%
88
ANIXANIXA BIOSCIENCES INC
165,701$530.2B24162.07%
89
KSSKOHLS CORP
20,000$461.0B21006.81%
90
SFSTSOUTHERN FIRST BANCSHARES
18,113$448.3B20427.96%
91
GMGENERAL MTRS CO
10,000$385.6B17570.99%
92
PARPAR TECHNOLOGY CORP
10,357$341.1B15541.21%
93
LCTXLINEAGE CELL THERAPEUTICS IN
215,000$303.1B13813.92%
94
TUSKMAMMOTH ENERGY SVCS INC
57,681$278.6B12695.18%
95
CRBUCARIBOU BIOSCIENCES INC
65,000$276.3B12588.14%
96
MBIMBIA INC
30,000$259.2B11811.21%
97
FOSLFOSSIL GROUP INC
100,000$257.0B11710.96%
98
IRIXIRIDEX CORP
100,000$217.0B9888.24%
99
INTL GNRL INSURANCE HLDNGS L
278,241$170.1B7753.11%
100
OSGAMBAC FINL GROUP INC
10,000$142.4B6488.87%
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