Slotnik Capital, LLC Q4 2024 Filing
Filed February 12, 2025
Portfolio Value
$221.0B
Holdings
17
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FYBRFRONTIER COMMUNICATIONS PARE | 1,016,035 | $35.3B | 15.95% | |
| 2 | KELKELLANOVA | 434,600 | $35.2B | 15.92% | |
| 3 | HCPHASHICORP INC | 850,946 | $29.1B | 13.17% | |
| 4 | HESHESS CORP | 167,700 | $22.3B | 10.09% | |
| 5 | ALTREURALTAIR ENGR INC | 177,629 | $19.4B | 8.77% | |
| 6 | 7SUSUMMIT MATLS INC | 330,000 | $16.7B | 7.55% | |
| 7 | APY1EURCHAMPIONX CORPORATION | 606,915 | $16.5B | 7.47% | |
| 8 | AZPN1USDASPEN TECHNOLOGY INC | 40,924 | $10.2B | 4.62% | |
| 9 | JNPJUNIPER NETWORKS INC | 223,000 | $8.4B | 3.78% | |
| 10 | HTLFEURHEARTLAND FINL USA INC | 135,430 | $8.3B | 3.76% | |
| 11 | LBRDKLIBERTY BROADBAND CORP | 93,700 | $7.0B | 3.17% | |
| 12 | INBXINHIBRX BIOSCIENCES INC | 388,000 | $6.0B | 2.70% | |
| 13 | RVNCEURREVANCE THERAPEUTICS INC | 671,607 | $2.0B | 0.92% | |
| 14 | USLMUNITED STATES STL CORP NEW | 50,000 | $1.7B | 0.77% | Call |
| 15 | LWAYLIFEWAY FOODS INC | 53,000 | $1.3B | 0.59% | |
| 16 | —ARCADIUM LITHIUM PLC | 200,000 | $1.0B | 0.46% | |
| 17 | ZUOUSDZUORA INC | 67,533 | $669.9M | 0.30% |