Fund Holdings — Soviero Asset Management, LP

Total Portfolio Value
$161.75M
Total Bought
$82.96M
Total Sold
$61.41M
Net Transaction
+$21.56M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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COMMSCOPE HLDG CO INC(VISN)0355,000+355,00005,4953.40%+5,495
CLEVELAND-CLIFFS INC NEW(CLF)0435,000+435,00005,3073.28%+5,307
UIPATH INC(PATH)0370,000+370,00004,9513.06%+4,951
UBER TECHNOLOGIES INC(UBER)046,000+46,00004,5072.79%+4,507
AMERICAN EAGLE OUTFITTERS IN0230,000+230,00003,9352.43%+3,935
UNITED STATES ANTIMONY CORP(UAMY)510,000780,000+270,0001,1124,8362.99%+3,724
TALOS ENERGY INC(TALO)0380,000+380,00003,6442.25%+3,644
LUMEN TECHNOLOGIES INC(LUMN)0520,000+520,00003,1821.97%+3,182
DARLING INGREDIENTS INC(DAR)0100,000+100,00003,0871.91%+3,087
AMERICAN BATTERY TECHNOLOGY(ABAT)0630,000+630,00003,0621.89%+3,062
AMKOR TECHNOLOGY INC0105,000+105,00002,9821.84%+2,982
NEWSMAX INC(NMAX)0235,000+235,00002,9141.80%+2,914
HONEYWELL INTERNATIONAL INC(HON)013,500+13,50002,8421.76%+2,842
ADVANCED MICRO DEVICES INC(AMD)015,000+15,00002,4271.50%+2,427
LANTRONIX INC(LTRX)0510,000+510,00002,3311.44%+2,331
V F CORP(VFC)0160,000+160,00002,3091.43%+2,309
B. RILEY FINANCIAL INC(RILY)0370,000+370,00002,2111.37%+2,211
VERA THERAPEUTICS INC(VERA)30,000100,000+70,0007072,9061.80%+2,199
EVOLUS INC(EOLS)0330,000+330,00002,0261.25%+2,026
TRONOX HOLDINGS PLC(TROX)190,000730,000+540,0009632,9351.81%+1,971
MEDICAL PPTYS TRUST INC(MPT)0380,000+380,00001,9271.19%+1,927
VITAL FARMS INC(VITL)046,000+46,00001,8931.17%+1,893
TRANSOCEAN LTD(RIG)0580,000+580,00001,8101.12%+1,810
CLOVER HEALTH INVESTMENTS CO(CLOV)900,0001,400,000+500,0002,5114,2842.65%+1,773
PERPETUA RESOURCES CORP(PPTA)240,000217,000-23,0002,9144,3902.71%+1,476
PBF ENERGY INC(PBF)160,000163,000+3,0003,4674,9183.04%+1,451
CALERES INC(CAL)90,000195,000+105,0001,1002,5431.57%+1,443
FLEX LTD(FLEX)020,000+20,00001,1590.72%+1,159
AMENTUM HOLDINGS INC110,000155,000+45,0002,5973,7122.29%+1,115
ANGEL STUDIOS INC0190,000+190,00001,1040.68%+1,104
ONDAS HOLDINGS INC(ONDS)0130,000+130,00001,0040.62%+1,004
XEROX HOLDINGS CORP(XRX)320,000640,000+320,0001,6862,4061.49%+720
PERMIAN RESOURCES CORP(PR)240,000310,000+70,0003,2693,9682.45%+699
ROCKET LAB CORP(RKLB)49,00049,00001,7532,3481.45%+595
KOPIN CORP(KOPN)0230,000+230,00005590.35%+559
WESTWATER RES INC(WWR)0470,000+470,00004460.28%+446
JETBLUE AWYS CORP(JBLU)560,000570,000+10,0002,3692,8041.73%+436
CITIGROUP INC(C)58,00051,000-7,0004,9375,1773.20%+240
AMAZON COM INC(AMZN)20,00021,000+1,0004,3884,6112.85%+223
E L F BEAUTY INC(ELF)16,00015,000-1,0001,9911,9871.23%-4
TELADOC HEALTH INC(TDOC)570,000630,000+60,0004,9654,8703.01%-95
TREX CO INC(TREX)46,80046,000-8002,5452,3771.47%-168
ADIENT PLC(ADNT)170,000130,000-40,0003,3083,1301.94%-178
AXCELIS TECHNOLOGIES INC48,00031,000-17,0003,3453,0271.87%-318
INNOVIZ TECHNOLOGIES LTD(INVZ)200,0000-200,0003280—-328
SERVE ROBOTICS INC(SERV)35,0000-35,0004000—-400
MARINEMAX INC(HZO)142,000120,000-22,0003,5703,0401.88%-530
CHARGEPOINT HOLDINGS INC(CHPT)900,0000-900,0006330—-633
L3HARRIS TECHNOLOGIES INC(LHX)19,00013,000-6,0004,7663,9702.45%-796
VALARIS LTD(VAL)70,00044,000-26,0002,9482,1461.33%-802
WESTERN DIGITAL CORP(WDC)71,00031,000-40,0004,5433,7222.30%-821
MICRON TECHNOLOGY INC(MU)29,00016,000-13,0003,5742,6771.66%-897
ABERCROMBIE & FITCH CO45,00030,000-15,0003,7282,5671.59%-1,162
CORE SCIENTIFIC INC NEW(CORZ)280,000195,000-85,0004,7803,4982.16%-1,281
ON SEMICONDUCTOR CORP(ON)95,00074,000-21,0004,9793,6492.26%-1,330
SPORTSMANS WHSE HLDGS INC(SPWH)740,000440,000-300,0002,5531,2190.75%-1,334
CONFLUENT INC60,0000-60,0001,4960—-1,496
PALLADYNE AI CORP(PDYN)190,0000-190,0001,6450—-1,645
WILLIAMS COS INC(WMB)35,0000-35,0002,1980—-2,198
SANDRIDGE ENERGY INC(SD)210,0000-210,0002,2720—-2,272
HUNTINGTON BANCSHARES INC(HBAN)140,0000-140,0002,3460—-2,346
COUPANG INC(CPNG)90,0000-90,0002,6960—-2,696
ZIM INTEGRATED SHIPPING SERV
SHS
172,0000-172,0002,7670—-2,767
HIMAX TECHNOLOGIES INC(HIMX)431,766105,000-326,7663,8569270.57%-2,929
POTBELLY CORP240,0000-240,0002,9400—-2,940
PINTEREST INC(PINS)90,0000-90,0003,2270—-3,227
ROKU INC(ROKU)38,0000-38,0003,3400—-3,340
CENTURY ALUM CO(CENX)190,0000-190,0003,4240—-3,424
PAYPAL HLDGS INC(PYPL)47,0000-47,0003,4930—-3,493
TSS INC DEL(TSSI)160,0000-160,0004,6130—-4,613
CELANESE CORP DEL(CE)84,0000-84,0004,6480—-4,648
UNDER ARMOUR INC(UA)684,0000-684,0004,6720—-4,672
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Soviero Asset Management, LP — 13F Holdings — Q3 2025 | TickerTrail