Fund HoldingsOne68 Global Capital, LLC

Total Portfolio Value
$203.62M
Total Bought
$203.62M
Total Sold
$187.83M
Net Transaction
+$15.79M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
INTRA-CELLULAR THERAPIES INC0197,329+197,329026,03212.78%+26,032
KELLANOVA0297,682+297,682024,55612.06%+24,556
HESS CORP0110,136+110,136017,5928.64%+17,592
TRIUMPH GROUP INC NEW0637,678+637,678016,1597.94%+16,159
PACTIV EVERGREEN INC0761,756+761,756013,7196.74%+13,719
FRONTIER COMMUNICATIONS PARE0376,706+376,706013,5096.63%+13,509
H & E EQUIPMENT SERVICES INC0102,455+102,45509,7124.77%+9,712
WALGREENS BOOTS ALLIANCE INC0752,220+752,22008,4024.13%+8,402
JUNIPER NETWORKS INC0160,274+160,27405,8002.85%+5,800
EVOLENT HEALTH INC0525,238+525,23804,9742.44%+4,974
JELD-WEN HLDG INC0699,719+699,71904,1772.05%+4,177
NIKE INC(NKE)061,500+61,50003,9041.92%+3,904
DESPEGAR COM CORP0141,747+141,74702,6631.31%+2,663
TWILIO INC(TWLO)027,000+27,00002,6441.30%+2,644
GEO GROUP INC NEW(GEO)090,481+90,48102,6431.30%+2,643
EVERI HLDGS INC0196,186+196,18602,1511.06%+2,151
RIOT PLATFORMS INC(RIOT)0253,000+253,00001,8010.88%+1,801
GOLAR LNG LTD
SHS
046,640+46,64001,7720.87%+1,772
WILLSCOT HLDGS CORP(WSC)060,266+60,26601,6750.82%+1,675
GXO LOGISTICS INCORPORATED(GXO)040,980+40,98001,6010.79%+1,601
OMNICOM GROUP INC(OMC)019,000+19,00001,5750.77%+1,575
AMEDISYS INC016,364+16,36401,5160.74%+1,516
SMURFIT WESTROCK PLC(SW)032,000+32,00001,4420.71%+1,442
DUN & BRADSTREET HLDGS INC0157,594+157,59401,4090.69%+1,409
ANSYS INC04,000+4,00001,2660.62%+1,266
GFL ENVIRONMENTAL INC(GFL)025,414+25,41401,2280.60%+1,228
MADISON SQUARE GRDN SPRT COR(MSGS)06,000+6,00001,1680.57%+1,168
CLEARWATER PAPER CORP045,157+45,15701,1460.56%+1,146
SILICON MOTION TECHNOLOGY CO(SIMO)022,282+22,28201,1270.55%+1,127
ANTERIS TECHNOLOGIES GLOBAL0308,523+308,52301,1230.55%+1,123
TRIPADVISOR INC(TRIP)075,150+75,15001,0650.52%+1,065
WESTERN DIGITAL CORP(WDC)026,000+26,00001,0510.52%+1,051
CHIMERIX INC0120,000+120,00001,0210.50%+1,021
VESTIS CORPORATION(VSTS)096,820+96,82009590.47%+959
SIX FLAGS ENTERTAINMENT CORP(FUN)026,713+26,71309530.47%+953
HEWLETT PACKARD ENTERPRISE C(HPE)060,504+60,50409340.46%+934
CROSS CTRY HEALTHCARE INC060,998+60,99809080.45%+908
PARAGON 28 INC067,000+67,00008750.43%+875
NXP SEMICONDUCTORS N V
COM
04,600+4,60008740.43%+874
ZOOMINFO TECHNOLOGIES INC(GTM)081,000+81,00008100.40%+810
PRIMO BRANDS CORPORATION(PRMB)020,291+20,29107200.35%+720
ALLETE INC010,275+10,27506750.33%+675
FTAI AVIATION LTD(FTAI)06,000+6,00006660.33%+666
PENN ENTERTAINMENT INC(PENN)036,911+36,91106020.30%+602
WALMART INC(WMT)06,000+6,00005270.26%+527
INTERPUBLIC GROUP COS INC019,000+19,00005160.25%+516
HALLIBURTON CO(HAL)020,000+20,00005070.25%+507
SURGERY PARTNERS INC(SGRY)021,000+21,00004990.24%+499
HUBSPOT INC(HUBS)0862+86204920.24%+492
CAPRI HOLDINGS LIMITED
SHS
023,982+23,98204730.23%+473
AMCOR PLC(AMCR)046,966+46,96604560.22%+456
RADIUS RECYCLING INC015,500+15,50004480.22%+448
OCCIDENTAL PETE CORP(OXY)09,000+9,00004440.22%+444
WK KELLOGG CO022,104+22,10404410.22%+441
PULTE GROUP INC(PHM)04,000+4,00004110.20%+411
ILLUMINA INC(ILMN)05,000+5,00003970.19%+397
KENVUE INC(KVUE)014,880+14,88003570.18%+357
INFORMATICA INC019,723+19,72303440.17%+344
TOLL BROTHERS INC(TOL)03,000+3,00003170.16%+317
CHAMPIONX CORPORATION010,200+10,20003040.15%+304
UNITED STATES STL CORP NEW07,000+7,00002960.15%+296
N-ABLE INC041,666+41,66602950.15%+295
HOME DEPOT INC(HD)0800+80002930.14%+293
KB HOME(KBH)05,000+5,00002910.14%+291
ORACLE CORP(ORCL)02,000+2,00002800.14%+280
WHITESTONE REIT(WSR)018,934+18,93402760.14%+276
DIGITALBRIDGE GROUP INC(DBRG)030,000+30,00002650.13%+265
GITLAB INC(GTLB)05,500+5,50002590.13%+259
NOKIA CORP(NOK)075,085+75,08502550.13%+255
D R HORTON INC(DHI)02,000+2,00002540.12%+254
SERVICENOW INC(NOW)0300+30002390.12%+239
SENTINELONE INC(S)013,026+13,02602370.12%+237
SHUTTERSTOCK INC012,485+12,48502330.11%+233
LIFEWAY FOODS INC09,360+9,36002290.11%+229
CYTOKINETICS INC(CYTK)05,549+5,54902230.11%+223
AMENTUM HOLDINGS INC012,000+12,00002180.11%+218
JFROG LTD(FROG)06,500+6,50002080.10%+208
ROYAL CARIBBEAN GROUP
COM
01,000+1,00002050.10%+205
FOOT LOCKER INC014,000+14,00001970.10%+197
ADVISORSHARES TR
PURE US CANN ETF
075,000+75,00001960.10%+196
SEADRILL LTD(SDRL)026,000+26,00001740.09%+174
EYEPOINT PHARMACEUTICALS INC(EYPT)030,800+30,80001670.08%+167
FRESHWORKS INC(FRSH)010,000+10,00001410.07%+141
RIVIAN AUTOMOTIVE INC(RIVN)010,000+10,00001250.06%+125
GETTY IMAGES HOLDINGS INC070,000+70,00001210.06%+121
VANDA PHARMACEUTICALS INC026,060+26,06001200.06%+120
BITFARMS LTD
COM
0150,000+150,00001180.06%+118
INTERNATIONAL PAPER CO(IP)027,037+27,0370820.04%+82
ALTUS POWER INC012,123+12,1230600.03%+60
IOVANCE BIOTHERAPEUTICS INC(IOVA)010,000+10,0000330.02%+33
BIODESIX INC13,8290-13,829210-21
KOPIN CORP22,0020-22,002300-30
ALTUS POWER INC10,0000-10,000410-41
WOLFSPEED INC(WOLF)10,0000-10,000670-67
GRANITE RIDGE RESOURCES INC11,0000-11,000710-71
IOVANCE BIOTHERAPEUTICS INC(IOVA)10,0000-10,000740-74
LIONS GATE ENTERTAINMENT-B10,0000-10,000760-75
BAUSCH HEALTH COS INC11,1660-11,166900-90
N-ABLE INC14,0000-14,0001310-131
ALIGHT INC - CLASS A(ALIT)21,0000-21,0001450-145
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