Militia Capital Partners, LP Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$263.2M

Holdings

191

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (191 positions)

#StockSharesValue% PortfolioType
1
ETENERGY TRANSFER L P
600,000$9.9M3.76%
2
AMZNAMAZON COM INC
42,216$9.7M3.70%
3
G7AGRUPO AEROPORTUARIO DEL CENT
83,046$9.0M3.43%
4
BB4AXOS FINANCIAL INC
100,000$8.6M3.27%
5
TSMTAIWAN SEMICONDUCTOR MFG LT
29,348$8.1M3.09%Call
6
WESWESTERN MIDSTREAM PARTNERS L
200,000$7.9M3.00%
7
GOOGALPHABET INC
24,500$7.7M2.92%
8
ORREA SERIES TRUST
161,000$5.5M2.09%
9
IBKRINTERACTIVE BROKERS GROUP IN
71,000$4.6M1.73%
10
CAAPCORPORACION AMER ARPTS S A
161,000$4.2M1.59%
11
AFRM 0 11/15/26AFFIRM HLDGS INC
599,543$3.7M1.41%Call
12
MPLXMPLX LP
67,000$3.6M1.36%
13
GD8AGRAVITY CO LTD
58,737$3.4M1.29%
14
FBTCFIDELITY WISE ORIGIN BITCOIN
42,300$3.2M1.22%
15
BMABANCO MACRO SA
33,400$3.0M1.14%
16
PKBKPARKE BANCORP INC
120,000$3.0M1.14%
17
TEVATEVA PHARMACEUTICAL INDS LTD
92,000$2.9M1.09%
18
QQQEDIREXION SHS ETF TR
27,800$2.8M1.08%
19
AGMFEDERAL AGRIC MTG CORP
16,000$2.8M1.07%
20
KLARKLARNA GROUP PLC
415,714$2.8M1.05%Call
21
SESEA LTD
21,400$2.7M1.04%
22
CQPCHENIERE ENERGY PARTNERS LP
14,000$2.7M1.03%
23
IBITISHARES BITCOIN TRUST ETF
54,590$2.7M1.03%
24
B7SBROOKDALE SR LIVING INC
240,000$2.6M0.98%
25
FIGRFIGURE TECHNOLOGY SOLUTIO
70,000$2.5M0.93%Put
26
EVLVEVOLV TECHNOLOGIES HLDNGS IN
340,000$2.4M0.92%
27
TPBTURNING PT BRANDS INC
22,000$2.4M0.91%
28
MEDPMEDPACE HLDGS INC
4,200$2.4M0.90%
29
HROWHARROW INC
47,000$2.3M0.87%
30
ACICAMERICAN COASTAL INS CORP
180,658$2.3M0.87%
31
CCBCOASTAL FINL CORP WA
19,000$2.2M0.83%
32
HOODROBINHOOD MKTS INC
18,678$2.1M0.80%
33
TIGOMILLICOM INTL CELLULAR S A
38,000$2.1M0.80%
34
OHIOMEGA HEALTHCARE INVS INC
44,400$2.0M0.75%
35
MOHMOLINA HEALTHCARE INC
11,000$1.9M0.72%
36
VENVENTAS INC
24,650$1.9M0.72%
37
IBBISHARES TR
10,800$1.8M0.69%
38
PURRHYPERLIQUID STRATEGIES INC
501,200$1.8M0.68%
39
REGNREGENERON PHARMACEUTICALS
2,300$1.8M0.67%
40
UUNITY SOFTWARE INC
40,000$1.8M0.67%
41
J2AWILLDAN GROUP INC
17,000$1.8M0.67%
42
SVVSAVERS VALUE VLG INC
187,585$1.8M0.67%
43
UTIUNIVERSAL TECHNICAL INST INC
64,940$1.7M0.64%
44
GLNGGOLAR LNG LTD
45,000$1.7M0.64%
45
BLNDBLEND LABS INC
550,000$1.7M0.64%
46
LLYELI LILLY & CO
1,540$1.7M0.63%
47
JDJD.COM INC
57,500$1.6M0.63%
48
CLBTCELLEBRITE DI LTD
90,000$1.6M0.62%
49
SLNOSOLENO THERAPEUTICS INC
34,980$1.6M0.62%
50
CASHPATHWARD FINANCIAL INC
22,179$1.6M0.60%
51
LTHLIFE TIME GROUP HOLDINGS INC
58,200$1.5M0.59%
52
NHINATIONAL HEALTH INVS INC
20,100$1.5M0.58%
53
MRXMAREX GROUP PLC
40,000$1.5M0.58%
54
LINCLINCOLN EDL SVCS CORP
62,958$1.5M0.58%
55
NHCNATIONAL HEALTHCARE CORP
11,000$1.5M0.57%
56
RBLXROBLOX CORP
18,500$1.5M0.57%
57
CUBICUSTOMERS BANCORP INC
20,000$1.5M0.56%
58
TMDXTRANSMEDICS GROUP INC
12,000$1.5M0.55%
59
NVECNVE CORP
24,000$1.4M0.54%
60
TXTERNIUM SA
37,000$1.4M0.54%
61
SEZLSEZZLE INC
22,043$1.4M0.53%
62
DHRDANAHER CORPORATION
6,100$1.4M0.53%
63
HIIHUNTINGTON INGALLS INDS INC
4,000$1.4M0.52%
64
CSXX CORP
37,400$1.4M0.51%
65
NUNU HLDGS LTD
80,000$1.3M0.51%
66
CBNKCAPITAL BANCORP INC MD
47,000$1.3M0.50%
67
MLB1MERCADOLIBRE INC
650$1.3M0.50%
68
IMAIMAX CORP
35,000$1.3M0.49%
69
DRSLEONARDO DRS INC
37,400$1.3M0.48%
70
DHCDIVERSIFIED HEALTHCARE TR
257,239$1.2M0.47%
71
CORZCORE SCIENTIFIC INC NEW
93,500$1.2M0.46%Put
72
BBCETFIS SER TR I
31,263$1.2M0.46%
73
SNAPSNAP INC
149,190$1.2M0.46%
74
NIJNELNET INC
9,000$1.2M0.45%
75
KSPIKASPI KZ JSC
15,000$1.2M0.44%
76
GTLBGITLAB INC
30,000$1.1M0.43%
77
HDBHDFC BANK LTD
30,244$1.1M0.42%
78
PRCTPROCEPT BIOROBOTICS CORP
35,000$1.1M0.42%
79
BMBLBUMBLE INC
302,604$1.1M0.41%
80
VVISA INC
3,000$1.1M0.40%
81
NOCNORTHROP GRUMMAN CORP
1,840$1.0M0.40%
82
MQMARQETA INC
219,898$1.0M0.40%
83
FNDFLOOR & DECOR HLDGS INC
17,000$1.0M0.39%
84
FUNDSPROTT FOCUS TR INC
13,000$1.0M0.39%
85
MAMASTERCARD INCORPORATED
1,800$1.0M0.39%
86
TBPHTHERAVANCE BIOPHARMA INC
54,200$1.0M0.39%
87
LHXL3HARRIS TECHNOLOGIES INC
3,440$1.0M0.38%
88
RDDTREDDIT INC
4,300$988K0.38%
89
SNDASONIDA SENIOR LIVING INC
29,954$976K0.37%
90
MRNAMODERNA INC
49,001$945K0.36%Call
91
EWZISHARES INC
29,600$940K0.36%
92
CMICUMMINS INC
1,801$919K0.35%
93
LINDLINDBLAD EXPEDITIONS HLDGS I
62,268$897K0.34%
94
FINWFINWISE BANCORP
50,000$897K0.34%
95
G9NGRUPO AEROPUERTO DEL PACIFIC
3,400$896K0.34%
96
LAMRLAMAR ADVERTISING CO NEW
7,000$886K0.34%
97
WMBWILLIAMS COS INC
14,700$883K0.34%
98
MTGMGIC INVT CORP WIS
30,000$876K0.33%
99
CORNTEUCRIUM COMMODITY TR
48,800$865K0.33%
100
VTMXVESTA REAL ESTATE CORP
27,700$844K0.32%
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