Fund HoldingsUrsa Fund Management, LLC

Total Portfolio Value
$48.74M
Total Bought
$14.19M
Total Sold
$40.48M
Net Transaction
-$26.29M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SERITAGE GROWTH PPTYS(Call)591,000813,000+222,0009347,845+6,911
ALBERTSONS COS INC(Call)637,100229,900-407,2008524,929+4,077
ENDEAVOR GROUP HLDGS INC(Call)1,132,100182,200-949,9007614,688+3,927
NET LEASE OFFICE PROPERTIES0117,723+117,72302,8025.75%+2,802
SERITAGE GROWTH PPTYS747,400827,500+80,1006,9887,98516.38%+997
CASSAVA SCIENCES INC0192,960+192,96007781.60%+778
EQUITRANS MIDSTREAM CORP(Call)055,000+55,0000687+687
SIRIUS XM HOLDINGS INC(SIRI)(Put)437,500150,300-287,20035583+548
STAR HLDGS290,000372,337+82,3374,3444,8119.87%+466
LIONS GATE ENTMNT CORP75,000121,500+46,5007641,1312.32%+367
LENDINGCLUB CORP(HAPN)85,000122,500+37,5007431,0772.21%+334
TRUMP MEDIA & TECHNOLOGY GRO(DJT)(Put)05,000+5,0000310+310
3-D SYS CORP DEL060,000+60,00002660.55%+266
SCREAMING EAGLE ACQUISITN CO0503,092+503,09202380.49%+238
ENDEAVOR GROUP HLDGS INC209,800202,250-7,5504,9795,20410.68%+225
XTI AEROSPACE INC021,980+21,9800380.08%+38
SCREAMING EAGLE ACQUISITN CO122,500122,50001,2991,3112.69%+12
E2OPEN PARENT HOLDINGS INC230,000174,794-55,20664660.14%+2
SIRIUS XM HOLDINGS INC(SIRI)(Call)0300+30001+1
MBIA INC(Put)29,8000-29,80000-0
SAFEHOLD INC(SAFE)(Call)60,0000-60,00020-2
BROOKFIELD INFRASTRUCTURE CO(BIPC)(Call)36,1000-36,10040-4
ISHARES TR(Put)130,0000-130,00040-4
ENDEAVOR GROUP HLDGS INC(Put)142,3000-142,300210-21
MSP RECOVERY INC22,008,13422,008,1340109870.18%-22
MANCHESTER UTD PLC NEW(Call)
ORD CL A
71,0000-71,000270-27
KRANESHARES TR(Put)200,0000-200,000350-35
BROOKFIELD INFRASTRUCTURE CO(BIPC)(Put)102,5000-102,500460-46
BLOOM ENERGY CORP15,00015,00002221690.35%-53
INPIXON1,097,9440-1,097,944620-62
ATMUS FILTRATION TECHNOLOGIE(ATMU)(Call)59,2000-59,200770-77
ATMUS FILTRATION TECHNOLOGIE(ATMU)(Put)171,8000-171,800820-82
STEM INC50,00050,00001941100.22%-84
GAMESQUARE HLDGS INC115,0000-115,0002080-208
BOX INC(BOX)(Call)122,0000-122,0002690-269
SPDR S&P 500 ETF TR(SPY)(Put)57,9000-57,9002690-269
UNITED STATES STL CORP NEW(Call)90,9000-90,9002840-284
BROOKFIELD INFRASTRUCTURE CO(BIPC)15,5000-15,5005470-547
ALBERTSONS COS INC53,7000-53,7001,2350-1,235
BOX INC(BOX)49,0000-49,0001,2550-1,255
CORNERSTONE STRATEGIC VALUE(CLM)182,0000-182,0001,3090-1,309
MANCHESTER UTD PLC NEW(Put)
ORD CL A
435,3000-435,3003,1570-3,157
MANCHESTER UTD PLC NEW
ORD CL A
402,700260,000-142,7008,2073,6307.45%-4,577
KRANESHARES TR200,0000-200,0005,4000-5,400
ISHARES TR129,8000-129,80012,8350-12,835
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