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DLD Asset Management, LP

All holdings · as of Dec 31, 2025

278 positions

CompanyClassValueShares% of portfolio
ECHOSTAR CORP$134.38M40,000,00014.0%
STRIDE INC$51.34M37,500,0005.3%
ORMAT TECHNOLOGIES INC$50.63M37,500,0005.3%
IONIS PHARMACEUTICALS INC$42.31M26,500,0004.4%
PROGRESS SOFTWARE CORP$37.45M37,500,0003.9%
TRANSOCEAN INC$35.91M26,000,0003.7%
CENTRUS ENERGY CORP$33.49M12,450,0003.5%
BOFA FIN LLC$32.74M30,000,0003.4%
MAKEMYTRIP LIMITED MAURITIUS$32.40M15,000,0003.4%
ADVANCED ENERGY INDS$29.98M18,250,0003.1%
WOLFSPEED, INC.$29.85M20,000,0003.1%
STARWOOD PPTY TR INC$28.64M27,500,0003.0%
JAZZ INVESTMENTS I LTD$26.16M22,500,0002.7%
IMPINJ INC$21.65M13,250,0002.2%
SUPER MICRO COMPUTER INC$19.30M21,500,0002.0%
PAGAYA U S HLDG CO LLC$18.32M10,000,0001.9%
Marti Technologies, Inc.MRTCommon Stock$15.61M6,586,1841.6%
Welltower, Inc.$12.20M65,7201.3%
MARA HOLDINGS INC$10.25M12,500,0001.1%
XEROX HOLDINGS CORP$10.05M33,500,0001.0%
ELME COMMUNITIES$9.66M555,0001.0%
PATRICK INDS INC$9.39M5,500,0001.0%
GRANITE CONSTR INC$7.99M5,000,0000.8%
MACOM Technology Solutions Holdings, Inc.$7.30M42,6000.8%
CRACKER BARREL OLD CTRY STOR$6.84M7,000,0000.7%
AST SpaceMobile, Inc.$6.75M92,9240.7%
Yorkville Acquisition Corp.$6.21M613,2760.6%
EQV VENTURES ACQUISITION COR$5.73M626,7340.6%
Sealed Air Corp$5.51M132,9000.6%
Tempus AI, Inc.$5.33M90,2700.6%
INFLECTION POINT ACQUISITION$5.29M493,9260.5%
Helix Acquisition Corp. III$5.01M85,0810.5%
CANTOR EQUITY PARTNERS II IN$4.50M400,0000.5%
CHART INDUSTRIES INC$4.43M21,4850.5%
ITRON, INC.$4.00M43,1000.4%
DYNAMIX CORP$3.95M384,1630.4%
Liberty Broadband Corp$3.92M80,7550.4%
BOLD EAGLE ACQUISITION CORP$3.70M350,0000.4%
NORFOLK SOUTHERN CORP$3.52M12,1890.4%
EQV VENTURES AC CORP. II$3.38M336,9890.4%
WEN Acquisition Corp$3.37M333,3410.3%
Guidewire Software, Inc.$3.10M15,4000.3%
CHURCHILL CAPITAL CORP IX$2.77M260,8620.3%
Datadog, Inc.$2.74M20,1840.3%
GSR IV ACQUISITION CORP$2.66M266,6670.3%
CANTOR EQUITY PARTNERS IV IN$2.65M258,1770.3%
Crane Harbor Acquisition Corp.$2.64M244,8340.3%
Bain Capital GSS Investment Corp.$2.58M256,0450.3%
TGE VALUE CREATIVE SOLUTIONS$2.48M250,0000.3%
BLUE WTR ACQUISITION CORP. I$2.37M229,9770.2%
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