Slotnik Capital, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Avidity Biosciences, Inc. | $51.57M | 14.1% |
| Exact Sciences Corp. | $32.50M | 8.9% |
| FRONTIER COMMUNICATIONS PARE | $31.25M | 8.6% |
| Warner Bros. Discovery, Inc. | $24.93M | 6.8% |
| COMERICA INCCMA | $23.16M | 6.3% |
| CHART INDUSTRIES INC | $21.61M | 5.9% |
| CONFLUENT, INC. | $17.69M | 4.8% |
| Liberty Broadband Corp | $17.52M | 4.8% |
| CIDARA THERAPEUTICS INC | $16.84M | 4.6% |
| CYBERARK SOFTWARE LTD | $15.60M | 4.3% |
| NORFOLK SOUTHERN CORP | $14.38M | 3.9% |
| ELECTRONIC ARTS INC. | $14.30M | 3.9% |
| Sealed Air Corp | $13.41M | 3.7% |
| Liberty Broadband Corp | $12.73M | 3.5% |
| Western Midstream Partners LP | $10.37M | 2.8% |
| Clearwater Analytics Holdings, Inc. | $7.72M | 2.1% |
| Cadence Bank | $6.43M | 1.8% |
| ASPEN INSURANCE HOLDINGS LTD | $6.31M | 1.7% |
| CSG Systems International Inc | $5.37M | 1.5% |
| DigitalBridge Group, Inc. | $4.14M | 1.1% |
| GCI Liberty, Inc. | $3.18M | 0.9% |
| Lifeway Foods, Inc.LWAY | $3.12M | 0.9% |
| Kenvue Inc. | $2.59M | 0.7% |
| Axalta Coating Systems Ltd | $2.10M | 0.6% |
| SEMrush Holdings, Inc. | $1.98M | 0.5% |
| DYNAVAX TECHNOLOGIES CORP | $1.63M | 0.4% |
| Rocket Companies, Inc. | $1.51M | 0.4% |
| Netflix Inc | $1.31M | 0.4% |