Dilation Capital Management LP: 13F holdings
CIK 19228802026Q2
| Positions | 20 |
|---|---|
| Reported value | $247.8m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BA BOEING CO | 125,077 | $27.1m | 10.9% |
| SNDK SANDISK CORP | 11,420 | $26.0m | 10.5% |
| TKR TIMKEN CO | 165,945 | $24.1m | 9.7% |
| GE GE AEROSPACE | 52,385 | $19.6m | 7.9% |
| SHW SHERWIN WILLIAMS CO | 46,615 | $16.1m | 6.5% |
| WDC WESTERN DIGITAL CORP | 20,280 | $13.0m | 5.2% |
| HWM HOWMET AEROSPACE INC | 44,081 | $11.9m | 4.8% |
| CLS CELESTICA INC | 32,232 | $11.8m | 4.7% |
| NOK NOKIA CORP | 826,480 | $11.0m | 4.4% |
| ASML HLDG NV | 5,470 | $10.9m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1922880")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.