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Thebes Offshore Master Fund, LP

All holdings · as of Mar 31, 2026

38 positions

CompanyClassValueShares% of portfolio
NRG Energy Inc—$86.84M594,22513.7%
GOLAR LNG LTD—$61.91M1,144,1829.8%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$52.24M154,5658.3%
DoorDash, Inc.—$43.15M287,3976.8%
Brookdale Senior Living Inc.—$40.08M2,929,4926.3%
Harrow, Inc.—$39.47M1,119,4006.2%
Becton Dickinson & Co—$38.87M247,2406.1%
Sphere Entertainment Co.—$35.81M305,0215.7%
Performance Food Group Co—$32.40M378,2005.1%
FTAI Aviation Ltd—$19.61M80,0503.1%
A2Z CUST2MATE SOLUTIONS CORP.—$19.21M2,880,4003.0%
AerCap Holdings N.V.—$18.84M137,3103.0%
Centuri Holdings, Inc.—$17.43M596,7232.8%
NVIDIA Corp—$16.55M94,8902.6%
Triumph Financial, Inc.—$13.86M232,2992.2%
Amazon.com Inc—$12.75M61,2102.0%
PEGASYSTEMS INC—$10.47M245,9831.7%
SPHERE ENTERTAINMENT CO—$7.72M2,296,0001.2%
LuxExperience B.V.LUXEADR$7.36M920,4351.2%
Cinemark Holdings Inc—$6.51M228,3951.0%
GCI Liberty, Inc.—$6.35M170,6221.0%
Coupang, Inc.—$5.95M314,9320.9%
National CineMedia, Inc.—$5.55M1,820,7370.9%
Versant Media Group, Inc.—$5.24M141,5000.8%
SPDR GOLD TR—$4.95M11,5000.8%
GCI Liberty, Inc.—$4.33M117,4350.7%
Six Flags Entertainment Corporation/NEW—$3.78M212,9310.6%
Xponential Fitness, Inc.XPOFCommon Stock$3.67M609,2750.6%
Thryv Holdings, Inc.—$3.10M1,131,2350.5%
EchoStar CORP—$2.93M25,0000.5%
KLARNA GROUP PLC—$2.17M165,4700.3%
Research Solutions, Inc.—$1.47M651,9590.2%
Marti Technologies, Inc.MRTCommon Stock$712.0K355,9900.1%
Vera Bradley, Inc.VRACommon Stock$609.9K192,9980.1%
ASTRONICS CORP—$592.7K8,8820.1%
Meta Platforms Inc—$297.5K5200.0%
ServiceTitan, Inc.—$253.8K4,0000.0%
UNITED HOMES GROUP INC—$7.1K38,9490.0%
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