Fund HoldingsCovalent Partners LLC

Total Portfolio Value
$13.06M
Total Bought
$3.44M
Total Sold
$13.42M
Net Transaction
-$9.97M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
DMC GLOBAL INC072,000+72,00001,40310.74%+1,403
CINEMARK HLDGS INC(CNK)60,000125,000+65,0008452,24617.20%+1,401
PETIQ INC00009927.59%+992
VIVID SEATS INC0100,000+100,00005994.59%+599
PERMIAN RESOURCES CORP(PR)100,000100,00001,3601,76613.52%+406
VERTICAL AEROSPACE LTD0164,100+164,1000130.10%+13
CALIFORNIA RES CORP(CRC)18,97418,97401,0371,0458.01%+8
ECARX HOLDINGS INC075,000+75,000020.02%+2
NOBLE CORP PLC(NE)6,2286,22801831851.41%+2
NOBLE CORP PLC(NE)4,4754,47502162171.66%+1
ALTENERGY ACQUISITION CORP22,50022,5000110.01%0
EDIFY ACQUISITION CORP15,0000-15,00000-0
LUMIRADX LTD27,5000-27,50000-0
FAZE HOLDINGS INC65,0000-65,00000-0
ECARX HOLDINGS INC75,0000-75,00020-2
NOBLE CORP PLC(NE)6,2286,22801611581.21%-3
NINE ENERGY SERVICE INC10,00010,000027220.17%-4
VERTICAL AEROSPACE LTD164,1000-164,10090-9
TH INTERNATIONAL LIMITED26,20826,208046300.23%-16
SURF AIR MOBILITY INC150,000250,000+100,0002332111.61%-22
PRO-DEX INC COLO15,65314,053-1,6002742471.89%-27
CIPHER MINING INC(CIFR)50,0000-50,0002070-206
BAUSCH PLUS LOMB CORP12,2000-12,2002080-208
GOOD TIMES RESTAURANTS INC91,8940-91,8942330-233
NCL CORP LTD(NCLH)0005,1323,92130.02%-1,211
DELTA AIR LINES INC DEL(DAL)41,0000-41,0001,6490-1,649
ISHARES TR RUSSELL 2000 ETF11,3750-11,3752,2830-2,283
ISHARES TR IBOXX HI YD ETF54,0000-54,0004,1790-4,179
ISHARES TR RUSSELL 2000 ETF(Put)23,0000-23,0004,6160-4,616
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