Slotnik Capital, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$262.5B
Holdings
20
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FYBRFRONTIER COMMUNICATIONS PARE | 1,213,000 | $44.2B | 16.82% | |
| 2 | LBRDKLIBERTY BROADBAND CORP | 407,124 | $40.1B | 15.26% | |
| 3 | 2L9BLUEPRINT MEDICINES CORP | 292,694 | $37.5B | 14.29% | |
| 4 | GMS1EURGMS INC | 241,000 | $26.2B | 9.99% | Call |
| 5 | KELKELLANOVA | 321,065 | $25.5B | 9.73% | |
| 6 | SKAASKECHERS U S A INC | 325,000 | $20.5B | 7.81% | |
| 7 | HESHESS CORP | 96,700 | $13.4B | 5.10% | |
| 8 | INFA1EURINFORMATICA INC | 334,126 | $8.1B | 3.10% | |
| 9 | SCHN1EURRADIUS RECYCLING INC | 238,922 | $7.1B | 2.70% | |
| 10 | RDFNREDFIN CORP | 596,600 | $6.7B | 2.54% | |
| 11 | SRJSPARTANNASH CO | 245,000 | $6.5B | 2.47% | |
| 12 | NVEEUSDNV5 GLOBAL INC | 219,091 | $5.1B | 1.93% | |
| 13 | JNPJUNIPER NETWORKS INC | 100,000 | $4.0B | 1.52% | |
| 14 | TECK/BTECK RESOURCES LTD | 83,000 | $3.4B | 1.28% | |
| 15 | OMCOMNICOM GROUP INC | 45,924 | $3.3B | 1.26% | |
| 16 | LWAYLIFEWAY FOODS INC | 129,840 | $3.2B | 1.22% | |
| 17 | INBXINHIBRX BIOSCIENCES INC | 184,171 | $2.6B | 1.00% | |
| 18 | TIXTTELUS INTL CDA INC | 540,776 | $2.0B | 0.75% | |
| 19 | GU9GUESS INC | 140,202 | $1.7B | 0.65% | |
| 20 | SG7SAGE THERAPEUTICS INC | 166,592 | $1.5B | 0.58% |