Fund HoldingsShay Capital LLC

Total Portfolio Value
$659.54M
Total Bought
$400.48M
Total Sold
$443.28M
Net Transaction
-$42.80M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
GEO GROUP INC NEW(GEO)467,3001,438,154+970,8546,00540,2406.10%+34,235
INTEL CORP(INTC)(Call)01,165,000+1,165,000023,358+23,358
NEW FORTRESS ENERGY INC01,115,500+1,115,500016,8662.56%+16,866
SUPER MICRO COMPUTER INC(SMCI)(Put)0445,100+445,100013,567+13,567
NIKE INC(NKE)(Call)0180,000+180,000013,621+13,621
SPDR S&P 500 ETF TR(SPY)(Call)5,00027,000+22,0002,86915,824+12,955
ISHARES TR(Call)060,900+60,900013,456+13,456
BJS RESTAURANTS INC(BJRI)(Call)0313,500+313,500011,015+11,015
1 800 FLOWERS COM INC(Call)01,250,000+1,250,000010,213+10,213
META PLATFORMS INC(META)(Put)015,000+15,00008,783+8,783
TAL EDUCATION GROUP(TAL)0777,500+777,50007,7911.18%+7,791
POWERFLEET INC0979,000+979,00006,5200.99%+6,520
SPDR S&P 500 ETF TR(SPY)010,000+10,00005,8610.89%+5,861
INVESCO QQQ TR(Call)011,000+11,00005,624+5,624
ALIBABA GROUP HLDG LTD(BABA)(Call)65,500143,000+77,5006,95112,125+5,174
GXO LOGISTICS INCORPORATED(GXO)0110,734+110,73404,8170.73%+4,817
CITI TRENDS INC257,042360,000+102,9584,7229,4501.43%+4,728
DUN & BRADSTREET HLDGS INC0375,000+375,00004,6730.71%+4,673
LIBERTY MEDIA CORP DEL(FWONA)044,500+44,50004,1230.63%+4,123
CORECIVIC INC(CXW)0178,500+178,50003,8810.59%+3,881
DUN & BRADSTREET HLDGS INC(Put)0303,000+303,00003,775+3,775
JD.COM INC(JD)(Call)0100,000+100,00003,467+3,467
1 800 FLOWERS COM INC90,000506,949+416,9497144,1420.63%+3,428
MICROSOFT CORP(MSFT)09,750+9,75004,1100.62%+4,110
MONDAY COM LTD
SHS
016,200+16,20003,8140.58%+3,814
ADVANCED MICRO DEVICES INC(AMD)(Put)028,000+28,00003,382+3,382
GITLAB INC(GTLB)(Call)060,000+60,00003,381+3,381
ISHARES TR(Put)033,700+33,70003,374+3,374
CLEARWATER PAPER CORP(Call)0108,800+108,80003,239+3,239
NEVRO CORP151,1301,083,862+932,7328454,0320.61%+3,187
VANECK ETF TRUST
SEMICONDUCTR ETF
012,500+12,50003,0270.46%+3,027
RIOT PLATFORMS INC(RIOT)(Call)0280,000+280,00002,859+2,859
INTEL CORP(INTC)0140,000+140,00002,8070.43%+2,807
NETGEAR INC(Call)0100,000+100,00002,787+2,787
FUNKO INC0250,935+250,93503,3600.51%+3,360
ATI INC(ATI)049,000+49,00002,6970.41%+2,697
PURECYCLE TECHNOLOGIES INC(PCT)(Call)01,008,200+1,008,200010,334+10,334
MARINEMAX INC092,500+92,50002,6780.41%+2,678
TARGET HOSPITALITY CORP(TH)0275,900+275,90002,6670.40%+2,667
SUNNOVA ENERGY INTL INC.(Call)0750,000+750,00002,573+2,573
ISHARES TR011,500+11,50002,5410.39%+2,541
FUNKO INC(Call)0182,700+182,70002,446+2,446
SILICON MOTION TECHNOLOGY CO(SIMO)(Call)045,000+45,00002,432+2,432
23ANDME HOLDING CO0702,530+702,53002,2830.35%+2,283
SALESFORCE INC(CRM)07,500+7,50002,5070.38%+2,507
SPDR DOW JONES INDL AVERAGE(DIA)(Call)05,000+5,00002,128+2,128
A2Z CUST2MATE SOLUTIONS CORP0300,000+300,00001,9860.30%+1,986
AMAZON COM INC(AMZN)024,550+24,55005,3860.82%+5,386
CLEARWATER PAPER CORP079,852+79,85202,3770.36%+2,377
ISHARES TR(Call)060,000+60,00001,826+1,826
NEVRO CORP(Call)0487,900+487,90001,815+1,815
APPLIED DIGITAL CORP(Call)0255,000+255,00001,948+1,948
INSMED INC(INSM)(Call)025,500+25,50001,761+1,761
TORRID HLDGS INC199,359478,880+279,5217832,5050.38%+1,721
HAYWARD HLDGS INC(HAYW)0110,491+110,49101,6890.26%+1,689
MICROSOFT CORP(MSFT)(Call)04,000+4,00001,686+1,686
WILLSCOT HLDGS CORP(WSC)(Call)050,000+50,00001,673+1,673
EVEREST GROUP LTD(EG)04,500+4,50001,6310.25%+1,631
INTL GNRL INSURANCE HLDNGS L
SHS
200,549226,759+26,2103,8105,3880.82%+1,577
RIGETTI COMPUTING INC(RGTI)(Put)0100,000+100,00001,526+1,526
ADVANCED MICRO DEVICES INC(AMD)(Call)012,500+12,50001,510+1,510
SPDR DOW JONES INDL AVERAGE(DIA)03,500+3,50001,4890.23%+1,489
MEDIAALPHA INC0447,500+447,50005,0520.77%+5,052
LESLIES INC0652,200+652,20001,4540.22%+1,454
FEDEX CORP(FDX)05,000+5,00001,4070.21%+1,407
ALLSTATE CORP(ALL)015,000+15,00002,8920.44%+2,892
GXO LOGISTICS INCORPORATED(GXO)(Call)030,000+30,00001,305+1,305
WESCO INTL INC(WCC)08,600+8,60001,5560.24%+1,556
QUANTA SVCS INC(Put)04,900+4,90001,549+1,549
SPDR SER TR(Call)
ST STR SP RETAIL
015,000+15,00001,194+1,194
ADVISORSHARES TR
PURE US CANN ETF
0312,000+312,00001,1890.18%+1,189
VERA BRADLEY INC0290,960+290,96001,1430.17%+1,143
BOEING CO(BA)011,400+11,40002,0180.31%+2,018
AMAZON COM INC(AMZN)(Put)05,000+5,00001,097+1,097
CAESARS ENTERTAINMENT INC NE(CZR)032,500+32,50001,0860.16%+1,086
PENN ENTERTAINMENT INC(PENN)053,857+53,85701,0670.16%+1,067
SERVICENOW INC(NOW)1,0951,900+8059792,0140.31%+1,035
NATIONAL ENERGY SERVICES REU
SHS
0115,000+115,00001,0300.16%+1,030
DICKS SPORTING GOODS INC(DKS)04,500+4,50001,0300.16%+1,030
NORFOLK SOUTHN CORP(NSC)06,500+6,50001,5260.23%+1,526
MUELLER INDS INC(MLI)012,958+12,95801,0280.16%+1,028
PHILIP MORRIS INTL INC(PM)08,500+8,50001,0230.16%+1,023
COINCHECK GROUP NV0112,998+112,99801,0050.15%+1,005
ROMAN DBDR ACQUISITION CORP
UNIT 99/99/9999
0100,000+100,00009970.15%+997
ACV AUCTIONS INC(ACVA)046,000+46,00009940.15%+994
TMC THE METALS COMPANY INC(TMC)0932,404+932,40401,0440.16%+1,044
LINCOLN NATL CORP IND(LNC)030,000+30,00009510.14%+951
VIVID SEATS INC0203,000+203,00009400.14%+940
REDDIT INC(RDDT)05,700+5,70009320.14%+932
VIKING THERAPEUTICS INC(VKTX)(Call)0109,000+109,00004,386+4,386
APPLIED DIGITAL CORP0117,679+117,67908990.14%+899
ISHARES TR019,103+19,10301,6680.25%+1,668
ATKORE INC010,500+10,50008760.13%+876
TURTLE BEACH CORP(Call)050,000+50,0000866+866
NVIDIA CORPORATION(NVDA)011,000+11,00001,4770.22%+1,477
DEVON ENERGY CORP NEW(DVN)023,750+23,75007770.12%+777
ECOVYST INC(ECVT)0101,745+101,74507770.12%+777
ALIGHT INC0128,000+128,00008860.13%+886
VISTRA CORP(VST)05,610+5,61007730.12%+773
RIOT PLATFORMS INC(RIOT)075,000+75,00007660.12%+766
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