Fund HoldingsSoviero Asset Management, LP

Total Portfolio Value
$208.83M
Total Bought
$93.06M
Total Sold
$86.87M
Net Transaction
+$6.19M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
HERC HOLDINGS INC(HRI)038,000+38,00005,6382.70%+5,638
COMPASS INC(COMP)0490,000+490,00005,1792.48%+5,179
ALBEMARLE CORP(ALB)035,000+35,00004,9502.37%+4,950
GAMESTOP CORP NEW(GME)0233,000+233,00004,6792.24%+4,679
GAP INC(GAP)0155,000+155,00003,9681.90%+3,968
ZIM INTEGRATED SHIPPING SERV
SHS
0185,000+185,00003,9281.88%+3,928
TESLA INC(TSLA)08,000+8,00003,5981.72%+3,598
FRESHWORKS INC(FRSH)0260,000+260,00003,1851.53%+3,185
CELANESE CORP DEL(CE)070,000+70,00002,9601.42%+2,960
WENDYS CO(WEN)0320,000+320,00002,6661.28%+2,666
SPROUT SOCIAL INC0230,000+230,00002,5921.24%+2,592
WENDYS CO(WEN)(Call)0300,000+300,00002,499+2,499
IHEARTMEDIA INC0590,000+590,00002,4541.18%+2,454
EVOLUS INC330,000655,000+325,0002,0264,3562.09%+2,330
SPROUTS FMRS MKT INC(SFM)029,000+29,00002,3101.11%+2,310
HIMS & HERS HEALTH INC(HIMS)069,000+69,00002,2401.07%+2,240
STANDARD LITHIUM LTD0460,000+460,00002,0560.98%+2,056
NIOCORP DEVS LTD0380,000+380,00002,0140.96%+2,014
MIND MEDICINE MINDMED INC0150,000+150,00002,0090.96%+2,009
CAVA GROUP INC(CAVA)033,870+33,87001,9880.95%+1,988
PBF ENERGY INC(PBF)(Call)170,000260,000+90,0005,1297,051+1,922
RANGE RES CORP(RRC)052,000+52,00001,8340.88%+1,834
NOVA MINERALS LTD0290,000+290,00001,7700.85%+1,770
BAUSCH HEALTH COS INC0240,000+240,00001,6680.80%+1,668
AMKOR TECHNOLOGY INC105,000114,000+9,0002,9824,5012.16%+1,519
TRANSOCEAN LTD(RIG)580,000800,000+220,0001,8103,3041.58%+1,494
AMENTUM HOLDINGS INC155,000178,000+23,0003,7125,1622.47%+1,450
ALTIMMUNE INC0400,000+400,00001,4440.69%+1,444
SLEEP NUMBER CORP0170,000+170,00001,4380.69%+1,438
VERA THERAPEUTICS INC(VERA)100,00085,000-15,0002,9064,3042.06%+1,398
AMAZON COM INC(AMZN)21,00026,000+5,0004,6116,0012.87%+1,390
VALARIS LTD(VAL)44,00070,000+26,0002,1463,5281.69%+1,382
CELANESE CORP DEL(CE)(Call)47,50076,200+28,7001,9993,222+1,223
AMERICAN EAGLE OUTFITTERS IN230,000195,000-35,0003,9355,1422.46%+1,207
DIGITAL TURBINE INC(APPS)0240,000+240,00001,2000.57%+1,200
TRONOX HOLDINGS PLC(TROX)730,000967,238+237,2382,9354,0331.93%+1,099
PERMIAN RESOURCES CORP(PR)310,000360,000+50,0003,9685,0512.42%+1,083
CLEVELAND-CLIFFS INC NEW(CLF)435,000480,000+45,0005,3076,3743.05%+1,067
LUMEN TECHNOLOGIES INC(LUMN)520,000540,000+20,0003,1824,1962.01%+1,013
LANTRONIX INC510,000570,000+60,0002,3313,3401.60%+1,010
XPONENTIAL FITNESS INC0120,000+120,00009880.47%+988
TREX CO INC(TREX)46,00092,000+46,0002,3773,2271.55%+851
ON SEMICONDUCTOR CORP(ON)74,00083,000+9,0003,6494,4942.15%+846
ROCKET LAB CORP(RKLB)49,00045,000-4,0002,3483,1391.50%+792
AXCELIS TECHNOLOGIES INC31,00046,000+15,0003,0273,6961.77%+669
MICROVAST HOLDINGS INC0200,000+200,00005600.27%+560
DARLING INGREDIENTS INC(DAR)100,000100,00003,0873,6001.72%+513
PERPETUA RESOURCES CORP(PPTA)217,000200,000-17,0004,3904,8422.32%+452
UIPATH INC(PATH)(Call)157,500150,000-7,5002,1072,459+351
OIL DRI CORP AMER(ODC)07,000+7,00003430.16%+343
TALOS ENERGY INC(TALO)380,000360,000-20,0003,6443,9671.90%+323
COMMSCOPE HLDG CO INC(VISN)355,000320,000-35,0005,4955,8022.78%+306
UIPATH INC(PATH)370,000320,000-50,0004,9515,2452.51%+294
ANGEL STUDIOS INC190,000260,000+70,0001,1041,2140.58%+110
MARINEMAX INC120,000110,000-10,0003,0402,6651.28%-374
MICRON TECHNOLOGY INC(MU)16,0008,000-8,0002,6772,2831.09%-394
PBF ENERGY INC(PBF)163,000165,000+2,0004,9184,4752.14%-443
WESTWATER RES INC470,0000-470,0004460-446
KOPIN CORP230,0000-230,0005590-559
ADIENT PLC(ADNT)130,000126,059-3,9413,1302,4171.16%-714
TELADOC HEALTH INC(TDOC)(Call)258,000168,000-90,0001,9941,176-818
HIMAX TECHNOLOGIES INC(HIMX)105,0000-105,0009270-927
ONDAS HOLDINGS INC(ONDS)130,0000-130,0001,0040-1,004
CITIGROUP INC(C)51,00035,000-16,0005,1774,0841.96%-1,092
WESTERN DIGITAL CORP(WDC)31,00015,000-16,0003,7222,5841.24%-1,138
FLEX LTD(FLEX)20,0000-20,0001,1590-1,159
SPORTSMANS WHSE HLDGS INC440,0000-440,0001,2190-1,219
L3HARRIS TECHNOLOGIES INC(LHX)13,0008,000-5,0003,9702,3491.12%-1,622
VITAL FARMS INC46,0000-46,0001,8930-1,893
XEROX HOLDINGS CORP640,000210,000-430,0002,4064980.24%-1,909
MEDICAL PPTYS TRUST INC(MPT)380,0000-380,0001,9270-1,927
CLOVER HEALTH INVESTMENTS CO(CLOV)(Call)1,000,000480,000-520,0003,0601,128-1,932
E L F BEAUTY INC(ELF)15,0000-15,0001,9870-1,987
B. RILEY FINANCIAL INC370,0000-370,0002,2110-2,211
V F CORP(VFC)160,0000-160,0002,3090-2,309
ADVANCED MICRO DEVICES INC(AMD)15,0000-15,0002,4270-2,427
CLOVER HEALTH INVESTMENTS CO(CLOV)1,400,000750,000-650,0004,2841,7630.84%-2,521
CALERES INC195,0000-195,0002,5430-2,543
ABERCROMBIE & FITCH CO30,0000-30,0002,5670-2,566
HIMAX TECHNOLOGIES INC(HIMX)(Call)300,0000-300,0002,6490-2,649
JETBLUE AWYS CORP(JBLU)570,0000-570,0002,8040-2,804
HONEYWELL INTERNATIONAL INC(HON)13,5000-13,5002,8420-2,842
NEWSMAX INC(NMAX)235,0000-235,0002,9140-2,914
AMERICAN BATTERY TECHNOLOGY630,0000-630,0003,0620-3,062
CORE SCIENTIFIC INC NEW(CORZ)195,0000-195,0003,4980-3,498
ON SEMICONDUCTOR CORP(ON)(Call)85,0000-85,0004,1910-4,191
UBER TECHNOLOGIES INC(UBER)46,0000-46,0004,5070-4,507
FLEX LTD(FLEX)(Call)80,0000-80,0004,6380-4,638
UNITED STATES ANTIMONY CORP780,0000-780,0004,8360-4,836
TELADOC HEALTH INC(TDOC)630,0000-630,0004,8700-4,870
CLEVELAND-CLIFFS INC NEW(CLF)(Call)430,0000-430,0005,2460-5,246
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