Institutions / III Capital Management

III Capital Management

CIK 1783139 · Institution · as of Dec 31, 2025
Portfolio value
$451.52M
Positions
43
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 43 →
CompanyClassValueShares% of portfolio
SPDR S&P 500 ETF Tr$299.29M438,88666.3%
iShares MSCI UAE ETF$25.23M229,0005.6%
Southern Co$17.62M16,482,0003.9%
Wec Energy Group Inc$5.84M5,000,0001.3%
Rentokil Initial PLC$5.45M185,1321.2%
Hyatt Hotels Corp$5.43M33,8751.2%
Vistance Networks, Inc.$5.08M280,0001.1%
Driven Brands Holdings Inc.DRVNCommon Stock$4.90M330,6251.1%
Mohawk Industries Inc$4.57M41,8501.0%
Borgwarner Inc$4.32M95,8101.0%
Booking Holdings Inc$4.28M8000.9%
Urban Outfitters Inc$4.26M56,5500.9%
Boyd Gaming Corp$4.18M49,0000.9%
Mattel Inc /De$4.17M210,0000.9%
T-Mobile US, Inc.TMUSCommon Stock$4.06M20,0000.9%
Uber Technologies, Inc$4.03M49,3130.9%
Kraneshares Trust$3.92M115,0000.9%
Albertsons Companies, Inc.$3.70M215,3700.8%
Ralph Lauren Corp$3.24M9,1550.7%
Western Digital Corp$3.19M18,5060.7%
Norwegian Cruise Line Holdings Ltd.$3.10M138,7340.7%
Pitney Bowes Inc /De$2.96M280,0000.7%
EchoStar CORP$2.72M25,0000.6%
Kimberly Clark Corp$2.62M26,0000.6%
Wyndham Hotels & Resorts, Inc.$2.49M33,0000.6%

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.