Fund HoldingsUrsa Fund Management, LLC

Total Portfolio Value
$57.62M
Total Bought
$46.33M
Total Sold
$9.08M
Net Transaction
+$37.24M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR0129,800+129,800012,83522.27%+12,835
MANCHESTER UTD PLC NEW
ORD CL A
0402,700+402,70008,20714.24%+8,207
KRANESHARES TR0200,000+200,00005,4009.37%+5,400
SERITAGE GROWTH PPTYS425,000747,400+322,4003,2906,98812.13%+3,699
MANCHESTER UTD PLC NEW(Put)
ORD CL A
0435,300+435,30003,157+3,157
ENDEAVOR GROUP HLDGS INC157,672209,800+52,1283,1384,9798.64%+1,841
SCREAMING EAGLE ACQUISITN CO0122,500+122,50001,2992.25%+1,299
STAR HLDGS245,000290,000+45,0003,0674,3447.54%+1,277
BOX INC(BOX)049,000+49,00001,2552.18%+1,255
ALBERTSONS COS INC053,700+53,70001,2352.14%+1,235
SERITAGE GROWTH PPTYS(Call)244,000591,000+347,00019934+915
ALBERTSONS COS INC(Call)300,100637,100+337,00068852+784
LIONS GATE ENTMNT CORP075,000+75,00007641.33%+764
ENDEAVOR GROUP HLDGS INC(Call)01,132,100+1,132,1000761+761
LENDINGCLUB CORP(HAPN)085,000+85,00007431.29%+743
BROOKFIELD INFRASTRUCTURE CO(BIPC)5,00015,500+10,5001775470.95%+370
CORNERSTONE STRATEGIC VALUE(CLM)122,000182,000+60,0009821,3092.27%+326
UNITED STATES STL CORP NEW(Call)090,900+90,9000284+284
SPDR S&P 500 ETF TR(SPY)(Put)057,900+57,9000269+269
BOX INC(BOX)(Call)0122,000+122,0000269+269
STEM INC050,000+50,00001940.34%+194
ATMUS FILTRATION TECHNOLOGIE(ATMU)(Call)059,200+59,200077+77
E2OPEN PARENT HOLDINGS INC0230,000+230,0000640.11%+64
INPIXON01,097,944+1,097,9440620.11%+62
ATMUS FILTRATION TECHNOLOGIE(ATMU)(Put)100,000171,800+71,8002182+61
KRANESHARES TR(Put)0200,000+200,000035+35
SIRIUS XM HOLDINGS INC(SIRI)(Put)42,600437,500+394,900235+33
BROOKFIELD INFRASTRUCTURE CO(BIPC)(Put)50,000102,500+52,5001846+28
MANCHESTER UTD PLC NEW(Call)
ORD CL A
071,000+71,000027+27
GAMESQUARE HLDGS INC83,619115,000+31,3811822080.36%+26
ENDEAVOR GROUP HLDGS INC(Put)0142,300+142,300021+21
ISHARES TR(Put)0130,000+130,00004+4
MBIA INC(Put)029,800+29,800000
SIRIUS XM HOLDINGS INC(SIRI)1000-10000-0
SIRIUS XM HOLDINGS INC(SIRI)(Call)42,5000-42,50020-2
BROOKFIELD INFRASTRUCTURE CO(BIPC)(Call)23,10036,100+13,00084-4
VINFAST AUTO LTD(VFS)(Put)75,0000-75,00090-9
KENVUE INC(KVUE)(Call)75,0000-75,000150-15
SAFEHOLD INC(SAFE)(Call)173,30060,000-113,300312-29
INTERCONTINENTAL EXCHANGE IN(ICE)(Put)42,0000-42,000460-46
MSP RECOVERY INC23,070,96022,008,134-1,062,8261841090.19%-75
BROADCOM INC(AVGO)(Put)11,0000-11,000910-91
LIBERTY MEDIA CORP DEL14,1860-14,1863610-361
VMWARE INC(Call)252,7000-252,7004210-421
ATMUS FILTRATION TECHNOLOGIE(ATMU)35,6000-35,6007420-742
BLOOM ENERGY CORP77,00015,000-62,0001,0212220.39%-799
KRATOS DEFENSE & SEC SOLUTIO(KTOS)73,0000-73,0001,0960-1,096
CUMMINS INC(CMI)9,8200-9,8202,2430-2,243
VMWARE INC(Put)1,893,4000-1,893,4003,1520-3,152
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