FLAX POND CAPITAL, LLC: 13F holdings
CIK 21069962026Q2
| Positions | 59 |
|---|---|
| Reported value | $270.2m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GLD SPDR GOLD TR | 62,914 | $25.1m | 9.3% |
| MUR MURPHY OIL CORP | 375,212 | $13.8m | 5.1% |
| EAGLE POINT INCOME COMPANY I | 1,306,307 | $12.8m | 4.7% |
| XIFR XPLR INFRASTRUCTURE LP | 1,065,468 | $11.9m | 4.4% |
| DRVN DRIVEN BRANDS HLDGS INC | 891,790 | $11.8m | 4.4% |
| EWZ ISHARES INC | 285,026 | $10.4m | 3.8% |
| UNIQURE NV | 324,757 | $10.0m | 3.7% |
| COLD AMERICOLD REALTY TRUST INC | 710,826 | $9.7m | 3.6% |
| B BARRICK MNG CORP | 222,586 | $8.6m | 3.2% |
| NXRT NEXPOINT RESIDENTIAL TR INC | 324,857 | $8.6m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2106996")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.