Institutions / Tremblant Capital Group / Activity
Activity — Tremblant Capital Group
5 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | MKS Inc Common stock | $75.79M | +330K | 329,786 2.44% of portfolio | high |
| Q1 2026 as of | New | FTAI Aviation Ltd Common stock | $57.65M | +235K | 235,294 1.86% of portfolio | high |
| Q1 2026 as of | New | Norwegian Cruise Line Holdings Ltd. Common stock | $48.55M | +2.6M | 2,596,336 1.56% of portfolio | medium |
| Q1 2026 as of | New | Valero Energy Corp Common stock | $34.99M | +142K | 141,607 1.13% of portfolio | medium |
| Q1 2026 as of | New | FirstCash Holdings, Inc. Common stock | $26.20M | +139K | 139,384 0.84% of portfolio | medium |