Institutions / Covalent Partners LLC
Covalent Partners LLC
CIK 1531611 · Institution · as of Dec 31, 2025
Portfolio value
$11.43M
Positions
11
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Cinemark Holdings Inc | $1.96M | 17.2% |
| PENN Entertainment, Inc. | $1.62M | 14.2% |
| Ufp Industries Inc | $1.46M | 12.7% |
| Greene County Bancorp IncGCBC | $1.40M | 12.3% |
| Topgolf Callaway Brands Corp | $993.8K | 8.7% |
| Sr Bancorp, Inc. | $944.4K | 8.3% |
| Patrick Inds Inc | $848.5K | 7.4% |
| California Resources Corp | $848.3K | 7.4% |
| Marcus Corp | $775.5K | 6.8% |
| ECB Bancorp, Inc. /MD | $573.9K | 5.0% |
| Ecarx Holdings Inc | $3.4K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.