Incision Capital Management LP
4 holdingsFiling period: 2026-03-31Current AUM: $114.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CROX | CROCS INC | 350.0K | $29.1M | $44.8M | 39.10% | +25.0K | 2026-03-31 |
| 2 | SE | SEA LTD-ADR | 310.0K | $25.7M | $33.1M | 28.88% | +170.0K | 2026-03-31 |
| 3 | TECK | TECK RESOURCES LTD-CL B | 375.0K | $19.4M | $22.6M | 19.71% | -100,000 | 2026-03-31 |
| 4 | EXE | EXPAND ENERGY CORPORATION | 150.0K | $16.5M | $14.1M | 12.31% | -- | 2026-03-31 |
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