Incision Capital Management LP
5 holdingsFiling period: 2026-06-30Current AUM: $104.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SE | Sea Ltd-ADR | 325.0K | $31.1M | $24.6M | 23.45% | +15.0K | 2026-06-30 |
| 2 | CROX | Crocs Inc | 210.0K | $25.3M | $31.9M | 30.39% | -140,000 | 2026-06-30 |
| 3 | TECK | Teck Resources Ltd-CL B | 325.0K | $19.3M | $19.6M | 18.72% | -50,000 | 2026-06-30 |
| 4 | EGO | Eldorado Gold Corp | 500.0K | $15.5M | $17.8M | 16.95% | -- | 2026-06-30 |
| 5 | EXE | Expand Energy Corporation | 130.0K | $11.9M | $11.0M | 10.48% | -20,000 | 2026-06-30 |
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