PLUSTICK MANAGEMENT LLC

CIK 1643351 · View on SEC EDGAR ↗

Portfolio value
$210.3M
#6,299 of 9,443 by 13F value · top 66.7%
Positions
25
As of
June 30, 2026

Portfolio value QoQ: +35.4% 13F does not disclose cash

Top 10 holdings weight
73.70%
Top 25 holdings weight
100.00%
Positions above 1%
20
Effective number of positions
13.5

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

Turnover Q2 2026: 27.7% Est. buys $76,272,888 · sells $50,628,900

Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 43.1% still held

New positions
11
Increased
9
Decreased
4
Closed
7

Put-notional exposure: 7.0% puts 13F reports option positions at underlying notional value — may include hedges, not necessarily bearish bets

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Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+110.6%
S&P 500 total return (same window)
+28.1%
Excess return
+82.5%

Annualized: +64.5% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 98.4% · Options excluded: 0.0%

Sector breakdown

Telecommunication
18.5%
Communication Services
15.9%
Technology
14.9%
Energy
8.5%
Healthcare
8.2%
Industrials
7.1%
Materials
3.7%
Financial Services
1.2%
Communications
0.9%
Other/Unmapped
21.1%

Full portfolio 25 positions

Type Streak 8Q trend
ATEX Anterix Inc. - Common Stock $34,999,600 16.65% 340,000 $22,603,279 Up ×1
SATS EchoStar Corporation - Common stock $20,300,000 9.65% 200,000 $-1,943,300 Up ×1
BNO $18,310,500 8.71% 450,000 Call option Up ×1
MRNA Moderna, Inc. - Common Stock $17,157,350 8.16% 245,000 $5,981,350 Up ×4
NN NextNav Inc. - Common stock $15,155,500 7.21% 850,000 $-4,549,100 Down ×5
QQQ Invesco QQQ Trust, Series 1 $14,728,000 7.00% 20,000 Put option Up ×1
SHAZ SharonAI Holdings, Inc. - Class A Common Stock $10,159,200 4.83% 120,000 Up ×1
APLD Applied Digital Corporation - Common Stock $8,392,500 3.99% 225,000 $795,700 Down ×4
SIRI SiriusXM Holdings Inc. - Common Stock $7,975,800 3.79% 270,000 Up ×1
VG Venture Global, Inc. Class A common stock $7,791,000 3.71% 700,000 $-2,847,000 Up ×1
CC Chemours Company (The) Common Stock $7,695,000 3.66% 375,000 $2,738,250 Up ×1
RXT Rackspace Technology, Inc. - Common Stock $5,877,000 2.80% 900,000 $5,191,140 Up ×1
SM SM Energy Company Common Stock $5,872,500 2.79% 225,000 $-675,300 Up ×1
INOD Innodata Inc. - Common Stock $5,290,600 2.52% 70,000 $-116,200 Down ×4
ECG Everus Construction Group, Inc. Common Stock $4,978,500 2.37% 30,000 $1,436,700
TE T1 Energy Inc. Common Stock $4,740,000 2.25% 500,000 $1,886,500 Down ×2
LUMN Lumen Technologies, Inc. Common Stock $3,840,000 1.83% 500,000 $1,060,000 Up ×1
TDAY USA TODAY Co., Inc. Common Stock $3,420,000 1.63% 400,000 Up ×1
OWL Blue Owl Capital Inc. Class A Common Stock $2,625,000 1.25% 300,000 Up ×1
SOC Sable Offshore Corp. Common Stock $2,294,600 1.09% 745,000 $-8,856,400 Up ×2
INFQ Infleqtion, Inc. Common Stock $1,998,000 0.95% 150,000 Up ×1
NOK Nokia Corporation Sponsored American Depositary Shares $1,992,000 0.95% 150,000 Up ×1
KOS Kosmos Energy Ltd. Common Shares (DE) $1,899,000 0.90% 900,000 Up ×1
AMCX AMC Networks Inc. - Class A Common Stock $1,696,600 0.81% 170,000 Up ×1
REI $1,080,000 0.51% 1,000,000 Up ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
MRNA $17,157,350 8.16% up ×4

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
BNO $18,310,500 450,000 8.71%
QQQ $14,728,000 20,000 7.00%
SHAZ $10,159,200 120,000 4.83%
SIRI $7,975,800 270,000 3.79%
TDAY $3,420,000 400,000 1.63%
OWL $2,625,000 300,000 1.25%
INFQ $1,998,000 150,000 0.95%
NOK $1,992,000 150,000 0.95%
KOS $1,899,000 900,000 0.90%
AMCX $1,696,600 170,000 0.81%
REI $1,080,000 1,000,000 0.51%

Top movers (QoQ)

Security Action Shares Δ Value Δ
ATEX Bought more +15K +$22.6M
SOC Bought more +70K -$8.9M
MRNA Bought more +25K +$6.0M
NN Trimmed -380K -$4.5M
VG Bought more +25K -$2.8M
CC Bought more +150K +$2.7M
SATS Bought more +10K -$1.9M
TE Trimmed -150K +$1.9M
ECG Price move only +0 +$1.4M
LUMN Bought more +100K +$1.1M

1 position hidden (data completeness check)

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
FSLR March 31, 2026 40,000 $10,449,200 11.8%
YOU March 31, 2026 275,000 $9,647,000 -7.7%
NBIS June 30, 2026 90,000 $9,338,400 -21.8%
LYFT March 31, 2026 400,000 $7,748,000 31.4%
SMCI March 31, 2026 225,000 $6,585,750 63.8%
CCCX March 31, 2026 400,000 $6,240,000 No longer tracked
AR June 30, 2026 145,000 $6,153,800 7.8%
APA June 30, 2026 140,000 $5,941,600 37.0%
WW Dec. 31, 2025 210,000 $5,745,600 -51.5%
BABA June 30, 2025 40,000 $5,289,200 10.5%
GSAT June 30, 2026 70,000 $4,649,400 1.3%
NXDR March 31, 2026 2,100,000 $4,410,000 74.3%
CORZ Sept. 30, 2025 220,000 $3,755,400 5.2%
MDU Sept. 30, 2025 195,000 $3,250,650 15.7%
OXY June 30, 2026 50,000 $3,250,000 27.4%
LENZ March 31, 2026 200,000 $3,200,000 -47.3%
VISN March 31, 2026 150,000 $2,719,500 -38.5%
UPWK Sept. 30, 2025 170,000 $2,284,800 -53.0%
RUN June 30, 2026 160,000 $2,169,600 -28.3%
CNR June 30, 2026 20,000 $2,094,600 16.4%
ETOR Sept. 30, 2025 30,000 $1,997,700 -29.1%
WBD Dec. 31, 2025 100,000 $1,953,000 -1.6%
OSCR Sept. 30, 2025 85,000 $1,822,400 73.6%
XLU March 31, 2025 17,000 $1,286,730 No longer tracked
ENVX Sept. 30, 2025 120,000 $1,240,800 -66.5%
TECK March 31, 2025 25,000 $1,013,250 79.4%
KLXE March 31, 2025 140,000 $697,200 -50.9%
LAZRQ June 30, 2025 100,000 $539,000 No longer tracked
CCL March 31, 2025 20,000 $498,400 33.0%
HPE Dec. 31, 2025 20,000 $491,200 119.9%
PFE Dec. 31, 2025 10,000 $254,800 11.7%