Fund HoldingsLong Focus Capital Management, LLC

Total Portfolio Value
$2.80B
Total Bought
$726.59M
Total Sold
$118.94M
Net Transaction
+$607.65M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CITIGROUP INC(C)(Call)13,698,20022,516,300+8,818,100630,665926,095+295,430
BANK AMERICA CORP(Call)03,121,200+3,121,200085,458+85,458
ANHEUSER BUSCH INBEV SA/NV(BUD)(Call)1,300,1002,720,000+1,419,90073,742150,416+76,674
ALIBABA GROUP HLDG LTD(BABA)(Call)0794,800+794,800068,941+68,941
BARRICK GOLD CORP(Call)1,665,0006,266,100+4,601,10028,18891,172+62,983
HERBALIFE LTD(HLF)(Call)01,240,000+1,240,000017,348+17,348
KENVUE INC(KVUE)0855,207+855,207017,1730.61%+17,173
CAPRI HOLDINGS LIMITED
SHS
205,388440,388+235,0007,37123,1690.83%+15,797
ENERGY TRANSFER L P(ET)2,273,0003,112,400+839,40028,86743,6671.56%+14,800
TOPGOLF CALLAWAY BRANDS CORP(CALY)90,0001,065,000+975,0001,78714,7400.53%+12,953
ALIBABA GROUP HLDG LTD(BABA)410,000510,000+100,00034,17444,2371.58%+10,064
HERBALIFE LTD(HLF)300,000951,593+651,5933,97213,3130.48%+9,341
ENERGY TRANSFER L P(ET)(Call)22,252,20020,600,400-1,651,800282,603289,024+6,421
PAGSEGURO DIGITAL LTD(PAGS)0721,041+721,04106,2080.22%+6,208
NEXSTAR MEDIA GROUP INC(NXST)040,000+40,00005,7350.21%+5,735
ANTERO RESOURCES CORP(AR)1,640,9001,636,762-4,13837,79041,5411.49%+3,751
PEABODY ENERGY CORP(BTU)715,058715,058015,48818,5840.66%+3,096
HYZON MOTORS INC13,905,72912,400,000-1,505,72913,32915,5000.55%+2,171
TILLYS INC1,831,9311,831,931012,84214,8750.53%+2,033
CITI TRENDS INC200,673245,673+45,0003,5445,4590.20%+1,915
LIBERTY BROADBAND CORP(LBRDA)149,010149,010011,88113,5460.48%+1,666
BARCLAYS PLC(Call)0210,100+210,10001,637+1,637
INSMED INC(INSM)371,649371,64907,8429,3840.34%+1,542
ASSURED GUARANTY LTD(AGO)297,000297,000016,57317,9740.64%+1,402
OPORTUN FINL CORP1,065,7771,065,77706,3637,6950.28%+1,332
SCHWAB CHARLES CORP(SCHW)25,00050,000+25,0001,4172,7450.10%+1,328
ADAPTIMMUNE THERAPEUTICS PLC7,812,52810,963,158+3,150,6307,2278,5510.31%+1,325
LIBERTY GLOBAL PLC(LBTYA)704,132744,132+40,00012,51213,8110.49%+1,299
GOLAR LNG LTD
SHS
050,000+50,00001,2130.04%+1,213
BIOCERES CROP SOLUTIONS CORP118,800228,800+110,0001,5872,5830.09%+996
J JILL INC41,26061,320+20,0608841,8150.06%+931
TKO GROUP HOLDINGS INC(TKO)010,000+10,00008410.03%+841
MARATHON OIL CORP125,000129,284+4,2842,8783,4580.12%+581
CLARIVATE PLC(CLVT)645,0001,000,000+355,0006,1476,7100.24%+563
AKERO THERAPEUTICS INC144,000144,00006,7237,2840.26%+560
ONEMAIN HLDGS INC(OMF)204,500234,000+29,5008,9359,3810.34%+446
ASSURANT INC(AIZ)20,00020,00002,5142,8720.10%+357
CHESAPEAKE ENERGY CORP(EXE)96,17596,17508,0488,2930.30%+245
ANTERO MIDSTREAM CORP(AM)610,000610,00007,0767,3080.26%+232
CHILDRENS PL INC NEW45,53045,53001,0571,2310.04%+174
MGIC INVT CORP WIS(MTG)95,00095,00001,5001,5860.06%+86
ALPHABET INC(GOOG)5,9805,98007167830.03%+67
PAR TECHNOLOGY CORP10,35710,35703413990.01%+58
SOUTHERN FIRST BANCSHARES18,11318,11304484880.02%+40
IRIDEX CORP0100,000+100,00002540.01%+254
CARIBOU BIOSCIENCES INC065,000+65,00003110.01%+311
HYZON MOTORS INC0600,700+600,7000420.00%+42
ANIXA BIOSCIENCES INC165,701165,70105305420.02%+12
ACADIA RLTY TR108,000108,00001,5541,5500.06%-4
DISH NETWORK CORPORATION010,000+10,0000590.00%+59
CODEXIS INC010,000+10,0000190.00%+19
MAMMOTH ENERGY SVCS INC57,68157,68102792680.01%-11
CROWN ELECTROKINETICS CORP000000
INSTIL BIO INC0100,000+100,0000430.00%+43
BOXLIGHT CORP050,000+50,0000960.00%+96
ALTUS POWER INC104,081104,08105625460.02%-16
ONCOLYTICS BIOTECH INC040,000+40,0000870.00%+87
BIOVIE INC020,000+20,0000680.00%+68
AMBAC FINL GROUP INC010,000+10,00001210.00%+121
KOHLS CORP(KSS)20,00020,00004614190.01%-42
SOLITARIO RESOURCES CORP1,409,7001,409,70008117680.03%-43
MBIA INC030,000+30,00002160.01%+216
INTL GNRL INSURANCE HLDNGS L
SHS
270,635210,635-60,0002,4192,3760.08%-44
LINEAGE CELL THERAPEUTICS IN215,000215,00003032540.01%-49
FOSSIL GROUP INC0100,000+100,00002060.01%+206
DESTINATION XL GROUP INC133,042133,04206525960.02%-56
GENERAL MTRS CO(GM)10,00010,00003863300.01%-56
BARCLAYS PLC1,010,0001,010,00007,9397,8680.28%-71
COMSTOCK RES INC(CRK)151,400151,40001,7561,6700.06%-86
ARCOS DORADOS HOLDINGS INC(ARCO)150,000150,00001,5381,4190.05%-118
BANK AMERICA CORP93,00093,00002,6682,5460.09%-122
LOMA NEGRA C I A S A MTN 14210,000210,00001,4281,2660.05%-162
INTL GNRL INSURANCE HLDNGS L000000
ANHEUSER BUSCH INBEV SA/NV(BUD)137,200137,20007,7827,5870.27%-195
ACHIEVE LIFE SCIENCES INC248,099248,09901,2881,0670.04%-221
WELLS FARGO CO NEW(WFC)128,900128,90005,5015,2670.19%-235
TELLURIAN INC NEW600,750500,750-100,0008475810.02%-266
NEXTCURE INC556,105556,10501,0017170.03%-284
PURECYCLE TECHNOLOGIES INC(PCT)520,317935,518+415,2015,5625,2480.19%-314
VINCERX PHARMA INC1,098,7531,098,75301,4281,1100.04%-319
GOPRO INC360,700360,70001,4931,1330.04%-361
LUMEN TECHNOLOGIES INC(LUMN)500,000500,00001,1307100.03%-420
CITIGROUP INC(C)94,64094,64004,3573,8930.14%-465
AURA BIOSCIENCES INC180,175195,175+15,0002,2251,7510.06%-474
AIR LEASE CORP
CL A
202,500202,50008,4757,9810.29%-494
GROUPON INC90,0000-90,0005320-532
SIGNET JEWELERS LIMITED
SHS
10,0000-10,0006530-653
FTAI AVIATION LTD(FTAI)1,193,6781,043,678-150,00037,79237,1031.33%-689
FINANCE OF AMERICA COMPAN1,104,3481,104,34802,1091,4140.05%-696
GRUPO FINANCIERO GALICIA S.A(GGAL)74,00044,000-30,0001,2735740.02%-699
TURTLE BEACH CORP305,000305,00003,5532,7680.10%-785
SANGAMO THERAPEUTICS INC(SGMOQ)1,272,0001,372,000+100,0001,6548230.03%-831
CURO GROUP HOLDINGS CORP2,978,1932,978,19304,0213,1270.11%-893
ECHOSTAR CORP(ECHO)321,500271,500-50,0005,5754,5480.16%-1,027
PINTEREST INC(PINS)258,000216,000-42,0007,0545,8380.21%-1,215
ARHAUS INC(ARHS)256,240156,240-100,0002,6731,4530.05%-1,220
CENTRAL PUERTO S A(CEPU)1,052,6961,032,696-20,0007,2956,0100.21%-1,285
LIBERTY LATIN AMERICA LTD(LILA)1,650,6001,575,600-75,00014,22812,8570.46%-1,371
MR COOPER GROUP INC245,000205,000-40,00012,40710,9800.39%-1,427
NATIONAL ENERGY SERVICES REU
SHS
497,9210-497,9211,4690-1,469
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