Institutions / Thebes Offshore Master Fund, LP / Activity
Activity — Thebes Offshore Master Fund, LP
8 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $48.79M | +144K +1415.34% | 154,565 8.25% of portfolio | medium |
| Q1 2026 as of | Add | NRG Energy Inc Common stock | $43.35M | +297K +99.67% | 594,225 13.72% of portfolio | medium |
| Q1 2026 as of | Add | Brookdale Senior Living Inc. Common stock | $24.34M | +1.8M +154.74% | 2,929,492 6.33% of portfolio | medium |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $12.39M | +60K +3500.59% | 61,210 2.01% of portfolio | medium |
| Q1 2026 as of | Add | Harrow, Inc. Common stock | $7.12M | +202K +22.00% | 1,119,400 6.24% of portfolio | medium |
| Q1 2026 as of | Add | National CineMedia, Inc. Common stock | $2.11M | +692K +61.29% | 1,820,737 0.88% of portfolio | low |
| Q1 2026 as of | Add | Thryv Holdings, Inc. Common stock | $828.3K | +302K +36.47% | 1,131,235 0.49% of portfolio | low |
| Q1 2026 as of | Add | LUXE LuxExperience B.V. ADR | $785.6K | +98K +11.94% | 920,435 1.16% of portfolio | low |