Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

FINDELL CAPITAL MANAGEMENT LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

FINDELL CAPITAL MANAGEMENT LLC (CIK 1814465) reported $710.3M across 12 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: LQDA ($382.9M, 53.91%), ESTA ($94.0M, 13.24%), DAVE ($54.0M, 7.61%), SGHC ($28.5M, 4.01%), ROOT ($25.7M, 3.62%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1LQDALIQUIDIA CORPORATION$382.9M53.91%4.8MAdded
2ESTAESTABLISHMENT LABS HLDGS INC$94.0M13.24%1.1MAdded
3DAVEDAVE INC$54.0M7.61%145,000Trimmed
4SGHCSUPER GROUP SGHC LIMITED$28.5M4.01%2.1MAdded
5ROOTROOT INC$25.7M3.62%460,000Added
6ABVXABIVAX SA$24.7M3.47%185,000Added
7GEOGEO GROUP INC$23.6M3.33%800,000Trimmed
8CELHCELSIUS HLDGS INC$22.0M3.09%750,000Added
9OPRTOPORTUN FINL CORP$16.0M2.25%2.8MAdded
10TPBTURNING PT BRANDS INC$14.4M2.03%170,000Added
11FIGFIGMA INC$13.5M1.90%745,000New
12RKTROCKET COS INC$11.0M1.55%700,000New
13ACHCACADIA HEALTHCARE COMPANY IN$00.00%0Exited
14APLDAPPLIED DIGITAL CORP$00.00%0Exited
15CVECENOVUS ENERGY INC$00.00%0Exited
16EHTHEHEALTH INC$00.00%0Exited
17MLYSMINERALYS THERAPEUTICS INC$00.00%0Exited
18BTUPEABODY ENGR CORP$00.00%0Exited
19VETVERMILION ENERGY INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30