Militia Capital Partners, LP Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$214.6B

Holdings

168

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (168 positions)

#StockSharesValue% PortfolioType
1
BB4AXOS FINANCIAL INC
129,000$9.8B4.57%
2
AMZNAMAZON COM INC
44,600$9.8B4.56%
3
ETENERGY TRANSFER L P
530,000$9.6B4.48%
4
G7AGRUPO AEROPORTUARIO DEL CENT
78,252$8.3B3.85%
5
WESWESTERN MIDSTREAM PARTNERS L
205,000$7.9B3.70%
6
IBITISHARES BITCOIN TRUST ETF
140,490$7.6B3.56%Call
7
FBTCFIDELITY WISE ORIGIN BITCOIN
72,700$6.8B3.18%
8
TSMTAIWAN SEMICONDUCTOR MFG LT
36,000$6.3B2.93%Put
9
ECECOPETROL S A
556,200$4.9B2.29%
10
AFWALIGN TECHNOLOGY INC
22,400$4.2B1.98%
11
MPLXMPLX LP
73,000$3.8B1.75%
12
MEDPMEDPACE HLDGS INC
11,200$3.5B1.64%
13
GD8AGRAVITY CO LTD
53,000$3.4B1.57%
14
CAAPCORPORACION AMER ARPTS S A
163,293$3.3B1.54%
15
CCBCOASTAL FINL CORP WA
32,900$3.2B1.49%
16
AGMFEDERAL AGRIC MTG CORP
16,000$3.1B1.45%
17
IBKRINTERACTIVE BROKERS GROUP IN
56,000$3.1B1.45%
18
CQPCHENIERE ENERGY PARTNERS LP
12,200$3.0B1.38%
19
ORREA SERIES TRUST
87,400$2.6B1.19%
20
PKBKPARKE BANCORP INC
118,961$2.4B1.13%
21
SLVISHARES SILVER TR
340,000$2.3B1.07%Call
22
GSR III ACQUISITION CORP
200,000$2.2B1.01%
23
EVLVEVOLV TECHNOLOGIES HLDNGS IN
330,000$2.1B0.96%
24
GPRKGEOPARK LTD
299,000$1.9B0.91%
25
SPOTSPOTIFY TECHNOLOGY S A
2,500$1.9B0.89%
26
TLTISHARES TR
21,700$1.9B0.89%
27
IBBISHARES TR
15,000$1.9B0.88%
28
CORZCORE SCIENTIFIC INC NEW
110,000$1.9B0.87%
29
EYENATIONAL VISION HLDGS INC
80,000$1.8B0.86%
30
4I1PHILIP MORRIS INTL INC
10,000$1.8B0.85%
31
HOODROBINHOOD MKTS INC
18,678$1.7B0.81%
32
TPBTURNING PT BRANDS INC
23,000$1.7B0.81%
33
ACICAMERICAN COASTAL INS CORP
150,658$1.7B0.78%
34
NVDANVIDIA CORPORATION
10,000$1.6B0.74%
35
APPAPPLOVIN CORP
4,500$1.6B0.73%
36
PRIMPRIMORIS SVCS CORP
20,000$1.6B0.73%
37
SOLZVOLATILITY SHS TR
86,100$1.5B0.71%
38
RXSTRXSIGHT INC
130,900$1.5B0.69%Put
39
METAMETA PLATFORMS INC
2,000$1.5B0.69%
40
CUBICUSTOMERS BANCORP INC
25,000$1.5B0.68%
41
TMDXTRANSMEDICS GROUP INC
10,000$1.3B0.62%
42
HGBLHERITAGE GLOBAL INC
584,478$1.3B0.60%
43
B7SBROOKDALE SR LIVING INC
182,200$1.3B0.59%
44
PRCTPROCEPT BIOROBOTICS CORP
22,000$1.3B0.59%
45
CASHPATHWARD FINANCIAL INC
16,000$1.3B0.59%
46
CRMDCORMEDIX INC
100,000$1.2B0.57%
47
TIGOMILLICOM INTL CELLULAR S A
32,582$1.2B0.57%
48
FOURSHIFT4 PMTS INC
12,000$1.2B0.55%
49
MRXMAREX GROUP PLC
30,000$1.2B0.55%
50
ARKGARK ETF TR
48,600$1.2B0.55%
51
DKNGDRAFTKINGS INC NEW
27,000$1.2B0.54%
52
FINWFINWISE BANCORP
74,601$1.1B0.52%
53
TXTERNIUM SA
36,084$1.1B0.51%
54
JDJD.COM INC
32,900$1.1B0.50%
55
BOXBOX INC
30,000$1.0B0.48%
56
NOCNORTHROP GRUMMAN CORP
2,000$1000.0M0.47%
57
FPHFIVE POINT HOLDINGS LLC
180,000$990.0M0.46%
58
LQDTLIQUIDITY SVCS INC
40,000$943.6M0.44%
59
J2AWILLDAN GROUP INC
15,000$937.6M0.44%
60
ETORETORO GROUP LTD
13,900$925.6M0.43%
61
SERVSERVE ROBOTICS INC
80,733$923.6M0.43%
62
HIIHUNTINGTON INGALLS INDS INC
3,800$917.5M0.43%
63
ICLRICON PLC
6,000$872.7M0.41%
64
SNDASONIDA SENIOR LIVING INC
34,857$869.7M0.41%
65
BURBURFORD CAP LTD
60,000$855.6M0.40%
66
MYRGMYR GROUP INC DEL
4,700$852.8M0.40%
67
UTIUNIVERSAL TECHNICAL INST INC
24,940$845.2M0.39%
68
CCOCAMECO CORP
11,380$844.7M0.39%
69
MTGMGIC INVT CORP WIS
30,000$835.2M0.39%
70
BBCETFIS SER TR I
43,193$834.5M0.39%
71
TSATTELESAT CORP
33,475$818.1M0.38%
72
CCSCENTURY CMNTYS INC
14,500$816.6M0.38%
73
DRSLEONARDO DRS INC
17,400$808.8M0.38%
74
NECBNORTHEAST CMNTY BANCORP INC
34,021$790.8M0.37%
75
MRNAMODERNA INC
62,884$790.6M0.37%Call
76
EWEDWARDS LIFESCIENCES CORP
10,000$782.1M0.36%
77
G9NGRUPO AEROPUERTO DEL PACIFIC
3,400$780.7M0.36%
78
KMIKINDER MORGAN INC DEL
26,500$779.1M0.36%
79
LHXL3HARRIS TECHNOLOGIES INC
3,100$777.6M0.36%
80
GBFHGBANK FINL HLDGS INC
21,922$776.3M0.36%
81
LTHLIFE TIME GROUP HOLDINGS INC
25,500$773.4M0.36%
82
BXCBLUELINX HLDGS INC
10,000$743.8M0.35%
83
LINCLINCOLN EDL SVCS CORP
31,858$734.3M0.34%
84
DSGRDISTRIBUTION SOLUTIONS GRP I
26,235$720.7M0.34%
85
AMATAPPLIED MATLS INC
3,900$714.0M0.33%
86
ITICINVESTORS TITLE CO NC
3,354$708.7M0.33%
87
HNRGHALLADOR ENERGY COMPANY
44,600$706.0M0.33%
88
WMBWILLIAMS COS INC
11,000$690.9M0.32%
89
AHRAMERICAN HEALTHCARE REIT INC
18,800$690.7M0.32%
90
VBNKVERSABANK NEW
60,000$684.0M0.32%
91
LRCXLAM RESEARCH CORP
7,000$681.4M0.32%
92
GRNDGRINDR INC
30,000$681.0M0.32%
93
LINDLINDBLAD EXPEDITIONS HLDGS I
58,268$680.0M0.32%
94
FEIMFREQUENCY ELECTRS INC
29,800$676.8M0.32%
95
URNMSPROTT FDS TR
13,600$651.8M0.30%
96
CMICUMMINS INC
7,201$643.3M0.30%Call
97
RDDTREDDIT INC
4,200$632.4M0.29%
98
CATCATERPILLAR INC
1,600$621.1M0.29%
99
BOSCBOS BETTER ONLINE SOLUTIONS
127,644$619.1M0.29%
100
VENVENTAS INC
9,600$606.2M0.28%
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