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Long Focus Capital Management, LLC

All holdings · as of Dec 31, 2025

77 positions

CompanyClassValueShares% of portfolio
DESTINATION XL GROUP, INC.DXLGCommon Stock$457.9K498,0420.0%
SOLITARIO RESOURCES CORP—$982.3K1,409,7000.0%
BIOCERES CROP SOLUTIONS CORP—$1.09M829,7480.1%
GCI Liberty, Inc.—$1.17M31,5140.1%
USA TODAY Co., Inc.—$1.38M268,8630.1%
PAGSEGURO DIGITAL LTD—$1.50M156,0000.1%
Powerfleet, Inc.—$1.80M337,5040.1%
Alphabet Inc.—$1.87M5,9800.1%
WillScot Holdings Corp—$1.87M99,5620.1%
Cable One, Inc.—$2.23M19,7770.1%
Apollo Global Management, Inc.—$2.71M18,7500.1%
GCI Liberty, Inc.—$2.77M74,9990.1%
TILLY'S, INC.—$3.34M1,680,6580.2%
CLARIVATE PLC—$3.92M1,175,0000.2%
EXPAND ENERGY Corp—$3.97M36,0000.2%
MEIRAGTX HLDGS PLC—$4.17M524,7450.2%
Loma Negra Compania Industrial Argentina Sociedad AnonimaLOMAADR$4.89M377,6000.2%
APi Group Corp—$7.63M199,3390.4%
T1 ENERGY INC—$7.72M1,155,0000.4%
Oportun Financial Corporation—$8.02M1,515,7770.4%
Wynn Resorts, Limited—$10.83M90,0000.5%
Antero Midstream Corp—$10.85M610,0000.5%
Bicycle Therapeutics plcBCYCADR$11.56M1,633,0910.6%
New Fortress Energy Inc.NFECommon Stock$11.58M10,154,4500.6%
LIBERTY LATIN AMERICA LTD—$11.63M1,558,5270.6%
CITIGROUP INC—$11.63M99,6400.6%
PAPA JOHNS INTERNATIONAL INC—$11.96M310,6220.6%
TAL Education GroupTALADR$12.19M1,117,3000.6%
CELLECTIS S A—$13.49M2,787,7500.7%
Arhaus, Inc.—$14.46M1,290,0000.7%
Ovintiv Inc.—$14.50M370,0000.7%
Controladora Vuela Compania de Aviacion, S.A.B. de C.V.VLRSADR$15.23M1,715,2050.8%
United Airlines Holdings Inc—$15.54M139,0000.8%
LITHIA MOTORS INC—$15.62M47,0000.8%
STANDARD BIOTOOLS INC.—$16.23M12,678,4030.8%
LIBERTY GLOBAL LTD—$16.50M1,494,4000.8%
Liberty Broadband Corp—$18.11M375,0000.9%
Baidu, Inc.BIDUADR$20.88M159,8001.0%
Elevance Health Inc—$21.45M61,2001.1%
INSMED INC—$21.75M125,0001.1%
Petco Health & Wellness Company, Inc.WOOFCommon Stock$21.82M7,765,0241.1%
Shift4 Payments, Inc.—$22.29M354,0001.1%
Grupo Supervielle S.A.SUPVADR$22.69M1,920,0001.1%
Happen, Inc.—$22.73M1,200,1001.1%
IOVANCE BIOTHERAPEUTICS, INC.—$23.48M8,600,0001.2%
Aura Biosciences, Inc.AURACommon Stock$25.18M4,619,5821.3%
JD.com,Inc.JDADR$25.72M896,1831.3%
Sight Sciences, Inc.SGHTCommon Stock$26.11M3,292,4811.3%
FTAI Infrastructure Inc.—$26.21M5,685,0001.3%
GRUPO FINANCIERO GALICIA SAGGALADR$27.29M506,0001.4%
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