Institutions / Troluce Capital Advisors LLC

Troluce Capital Advisors LLC

CIK 1910321 · Institutionalso an insider · as of Jun 30, 2026

Portfolio value

$266.97M

Positions

As of

Jun 30, 2026

Portfolio trend

$266.97M-71.1%

12-73.3%

Jun 30, 2026

Company	Class	Value	Shares	% of portfolio
Amentum Holdings, Inc.AMTM	common	$73.70M	3,565,399	27.6%
EchoStar CORPECHO	common	$55.18M	543,602	20.7%
Mineralys Therapeutics, Inc.MLYS	common	$46.64M	1,728,753	17.5%
Mirion Technologies IncGSAH	common	$27.60M	1,539,212	10.3%
Advanced Energy Industries IncAEIS	common	$24.24M	65,000	9.1%
Stoke Therapeutics, Inc.STOK	common	$16.24M	496,416	6.1%
General Dynamics CorpGD	common	$9.65M	27,250	3.6%
Qnity Electronics IncQ	common	$4.92M	30,100	1.8%
Honeywell International Inc-	common	$3.74M	16,700	1.4%
QXO, Inc.QXO	common	$3.46M	200,000	1.3%
Innio N.V.INIO	ordinary	$1.48M	37,500	0.6%
Abivax S.A.	ads	$133.3K	1,000	0.0%

InsidersInstitutions

This fund's quarter-over-quarter position changes — what it's buying and selling.

Date	Action	Company	Value	Shares Δ	Position after	Impact
Q2 2026 as of	Exit Other (per filing)	Atlanta Braves Holdings Inc common	$-85.40M	-2.0M -100.00%	0	high
Q1 2026 as of	New Other (per filing)	EchoStar CORP common	$70.24M	+600K	600,000 26.31% of portfolio	high
Q2 2025 as of	New Other (per filing)	Fluor Corp common	$66.65M	+1.3M	1,300,000 24.97% of portfolio	high
Q1 2026 as of	Add Other (per filing)	Atlanta Braves Holdings Inc

Also trades as an insider

Date	Action	Company	Value	Shares Δ	Position after	Impact
Feb 21, 2025	Sell Open-market sale	EDR Endeavor Group Holdings, Inc. Put Option (Right to Sell)	—	-110K -100.00%	0	low
Feb 21, 2025	Buy Open-market buy	EDR Endeavor Group Holdings, Inc. Put Option (Right to Sell)	—	+110K	110,000	low
Feb 21, 2025	Sell Open-market sale	EDR Endeavor Group Holdings, Inc. Put Option (Right to Sell)	—	-37K -100.00%	0	low
Feb 21, 2025	Buy Open-market buy