Terminal · Institutions

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

III Capital Management 13F Holdings -- Portfolio & Top Positions (2026-06-30)

III Capital Management (CIK 1783139) reported $394.0M across 48 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($249.4M, 63.30%), HYG ($24.6M, 6.25%), IJH ($9.6M, 2.45%), RSP ($8.5M, 2.16%), WYNN ($6.2M, 1.56%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$249.4M63.30%333,951Added
2HYGISHARES TR$24.6M6.25%308,000New
3IJHISHARES TR$9.6M2.45%125,000New
4RSPINVESCO EXCHANGE TRADED FD T$8.5M2.16%40,000New
5WYNNWYNN RESORTS LTD$6.2M1.56%63,405Added
6CRHCRH PLC$4.5M1.15%42,444Added
7GPCGENUINE PARTS CO$4.5M1.14%38,000New
8VGNTVERSIGENT PLC$4.3M1.09%102,199New
9HHYATT HOTELS CORP$4.0M1.01%20,433Trimmed
10TMUST-MOBILE US INC$3.8M0.96%22,584Added
11HRIHERC HLDGS INC$3.5M0.90%24,742Added
12BURLBURLINGTON STORES INC$3.5M0.88%10,930Added
13VISNVISTANCE NETWORKS INC$3.5M0.88%271,443Trimmed
14SATSECHOSTAR CORP$3.2M0.82%31,637Added
15WDCWESTERN DIGITAL CORP$3.2M0.81%5,000Trimmed
16PRGSPROGRESS SOFTWARE CORP$3.1M0.78%0Hold
17BOOTBOOT BARN HLDGS INC$3.0M0.75%18,000New
18IACPEOPLE INC$2.9M0.74%63,000Added
19RTORENTOKIL INITIAL PLC$2.9M0.73%100,684Added
20UBERUBER TECHNOLOGIES INC$2.9M0.73%40,099Added
21NXSTNEXSTAR MEDIA GROUP INC$2.8M0.70%15,500New
22URBNURBAN OUTFITTERS INC$2.7M0.69%38,294Trimmed
23MHKMOHAWK INDS INC$2.5M0.64%20,897Trimmed
24CCLCARNIVAL CORP LTD$2.5M0.63%86,820New
25NEEPRVNEXTERA ENERGY INC$2.4M0.61%50,000Hold

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