Covalent Partners LLC

CIK 1531611 · View on SEC EDGAR ↗

Portfolio value
$17.6M
#8,918 of 9,443 by 13F value · top 94.4%
Positions
16
As of
March 31, 2026 Data as of Q1 2026

Portfolio value QoQ: -22.4% 13F does not disclose cash

Top 10 holdings weight
79.50%
Top 25 holdings weight
100.00%
Positions above 1%
15
Effective number of positions
11.4

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q1 2026: 22.48% Est. buys $4,516,640 · sells $10,801,520

Median holding: 2.0 quarters Tracked Q4 2024–Q1 2026 · 45.7% still held

New positions
4
Increased
2
Decreased
5
Closed
6

Put-notional exposure: 19.1% puts 13F reports option positions at underlying notional value — may include hedges, not necessarily bearish bets

On this page

Sector breakdown

Financials
19.3%
Communication Services
9.0%
Consumer Discretionary
7.7%
Energy
7.5%
Industrials
6.3%
Health Care
5.9%
Financial Services
4.6%
Technology
4.2%
Other/Unmapped
35.5%

Full portfolio 16 positions

Type Streak 8Q trend
IWM $3,348,000 19.07% 13,500 Put option $-7,852,280 Down ×1
GCBC Greene County Bancorp, Inc. - Common Stock $1,546,290 8.81% 69,000 $145,800 Up ×2
Unknown issuer (CUSIP: 538034BA6) $1,519,000 8.65% 1,000,000 Up ×1
PENN PENN Entertainment, Inc. - Common Stock $1,352,700 7.71% 90,000 $-269,800 Down ×1
CRC California Resources Corporation Common Stock $1,313,380 7.48% 18,974 $465,052
UFPI UFP Industries, Inc. - Common Stock $1,105,440 6.30% 12,000 $-351,360 Down ×2
BLCO Bausch + Lomb Corporation Common Shares $1,033,500 5.89% 65,000 Up ×1
SRBK SR Bancorp, Inc. - Common stock $1,012,800 5.77% 60,000 $68,400
Unknown issuer (CUSIP: 703343AG8) $865,250 4.93% 500,000 $16,750
MCS Marcus Corporation (The) Common Stock $858,500 4.89% 50,000 $83,000
ECBK ECB Bancorp, Inc. - Common Stock $836,500 4.77% 50,000 $262,630 Up ×1
BX Blackstone Inc. Common Stock $804,930 4.59% 7,000 Up ×1
MSFT Microsoft Corporation - Common Stock $740,340 4.22% 2,000 Up ×1
CNK Cinemark Holdings Inc Cinemark Holdings, Inc. Common Stock $713,000 4.06% 25,000 $-1,250,780 Down ×2
Unknown issuer (CUSIP: 131193AE4) $499,500 2.85% 500,000 $-494,300 Down ×1
ECXWW ECARX Holdings Inc. - Warrants $3,900 0.02% 75,000 $517

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
Unknown issuer (CUSIP: 538034BA6) $1,519,000 1,000,000 8.65%
BLCO $1,033,500 65,000 5.89%
BX $804,930 7,000 4.59%
MSFT $740,340 2,000 4.22%

Top movers (QoQ)

Security Action Shares Δ Value Δ
IWM Trimmed -32K -$7.9M
CNK Trimmed -60K -$1.3M
Trimmed -500K -$494K
CRC Price move only +0 +$465K
UFPI Trimmed -4K -$351K
PENN Trimmed -20K -$270K
ECBK Bought more +17K +$263K
GCBC Bought more +6K +$146K
MCS Price move only +0 +$83K
SRBK Price move only +0 +$68K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
HYG Sept. 30, 2025 340,000 $27,421,000 No longer tracked
IWM June 30, 2025 20,000 $3,989,800 No longer tracked
SPY June 30, 2025 5,500 $3,076,645 No longer tracked
ROCK Dec. 31, 2025 27,000 $1,695,600 -2.1%
EPRPRC Dec. 31, 2025 55,000 $1,398,650 No longer tracked
ALTG March 31, 2025 120,000 $784,800 45.2%
LGIH March 31, 2025 8,200 $733,080 -9.8%
CZR Dec. 31, 2025 25,000 $675,625 26.8%
EPRPRE Dec. 31, 2025 20,000 $631,200 No longer tracked
EPR March 31, 2025 12,500 $553,500 15.6%
SEATXXXX June 30, 2025 175,000 $518,000 No longer tracked
REGN Dec. 31, 2025 800 $449,816 8.9%
AMC Dec. 31, 2025 150,000 $435,000 58.7%
NE June 30, 2025 16,931 $401,265 73.4%
THCH June 30, 2025 5,241 $15,356 -53.1%