Fund HoldingsGhisallo Capital Management LLC

Total Portfolio Value
$2.24B
Total Bought
$1.15B
Total Sold
$1.92B
Net Transaction
-$768.46M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
XPENG INC(XPEV)500,0007,500,000+7,000,00011,710152,1006.79%+140,390
UL SOLUTIONS INC(ULS)01,399,273+1,399,2730110,3474.93%+110,347
ITT INC(ITT)0450,000+450,000078,0803.49%+78,080
GLXY 0.500 05/01/31 CVT095,000,000+95,000,000072,0833.22%+72,083
SYMBOTIC INC(SYM)01,059,400+1,059,400063,0342.81%+63,034
ROLLINS INC(ROL)01,000,000+1,000,000060,0202.68%+60,020
NANO NUCLEAR ENERGY INC(NNE)01,592,000+1,592,000038,2241.71%+38,224
MEDLINE INC(MDLN)0900,000+900,000037,8001.69%+37,800
KODIAK GAS SVCS INC(KGS)01,200,000+1,200,000044,8802.00%+44,880
SOFI TECHNOLOGIES INC(SOFI)01,115,619+1,115,619029,2071.30%+29,207
WISTR 10/23/30 CVT PUT025,000,000+25,000,000024,4651.09%+24,465
ZTS 0.250 06/15/29 CVT023,000,000+23,000,000023,6021.05%+23,602
STEWART INFORMATION SVCS COR(STC)0280,000+280,000019,6730.88%+19,673
BTDR 4.000 11/15/31 CVT PUT020,000,000+20,000,000018,1310.81%+18,131
VOYG 0.750 11/15/30 CVT(VOYG)016,500,000+16,500,000017,2270.77%+17,227
LEGENCE CORP(LGN)150,000500,000+350,0004,62221,5200.96%+16,899
NAVITAS SEMICONDUCTOR CORP(NVTS)02,222,222+2,222,222015,8670.71%+15,867
CLSK 02/15/32 CVT(CLSK)020,000,000+20,000,000015,0800.67%+15,080
CHKP 12/15/30 CVT015,000,000+15,000,000014,9500.67%+14,950
MIAMI INTL HLDGS INC(MIAX)275,000557,500+282,50011,07224,7421.10%+13,670
JAZZ INVESTMENTS I LTD(JAZZ)010,000,000+10,000,000013,3080.59%+13,308
T1 ENERGY INC(TE)01,952,194+1,952,194013,0410.58%+13,041
OGE ENERGY CORP(OGE)0300,000+300,000012,8100.57%+12,810
ALLIANCE LAUNDRY HLDGS INC(ALH)0600,000+600,000012,2100.55%+12,210
EXC 3.250 03/15/29 CVT012,000,000+12,000,000011,9680.53%+11,968
ALMONTY INDS INC01,300,000+1,300,000011,4530.51%+11,453
RICE ACQUISITION CORP 301,000,000+1,000,000010,3050.46%+10,305
CENTURI HOLDINGS INC(CTRI)0400,000+400,000010,1000.45%+10,100
KARBON CAP PARTNERS CORP
UNIT 12/11/2030
01,000,000+1,000,000010,0700.45%+10,070
CRWV 1.750 12/01/31 CVT(CRWV)010,500,000+10,500,00009,9080.44%+9,908
MDU RES GROUP INC(MDU)0451,229+451,22908,8080.39%+8,808
WULF 05/01/32 CVT010,000,000+10,000,00008,5310.38%+8,531
RAMACO RES INC09,500,000+9,500,00007,9630.36%+7,963
ASTS 2.000 01/15/36 CVT(ASTS)07,500,000+7,500,00007,4340.33%+7,434
DRUGS MADE IN AMER ACQ II CO
USD ORD SHS
0750,000+750,00007,4250.33%+7,425
BETA TECHNOLOGIES INC0250,000+250,00007,0530.31%+7,053
VSE CORP(VSEC)035,000+35,00006,0470.27%+6,047
BKV CORP(BKV)0300,000+300,00008,1450.36%+8,145
CENTRAL BANCOMPANY(CBC)0220,000+220,00005,3060.24%+5,306
ANDERSEN GROUP INC0200,000+200,00005,1860.23%+5,186
NAVAN INC(NAVN)0300,000+300,00005,1240.23%+5,124
MRTFC 0.500 12/16/28 CVT04,000,000+4,000,00005,0920.23%+5,092
AMERICAN DRIVE ACQUISITION C
UNIT 12/04/2030
0500,000+500,00004,9950.22%+4,995
LAUNCHPAD CADENZA ACQUISITIO
UNIT 12/15/2030
0500,000+500,00004,9900.22%+4,990
COINBASE GLOBAL INC(COIN)05,000,000+5,000,00004,9840.22%+4,984
GRUPO AEROMEXICO SAB DE CV(AERO)0225,000+225,00004,9410.22%+4,941
WEALTHFRONT CORP(WLTH)0350,000+350,00004,7570.21%+4,757
HYCROFT MINING HOLDING CORP(HYMC)0200,000+200,00004,7540.21%+4,754
IRENX 1.000 06/01/33 CVT05,000,000+5,000,00004,6690.21%+4,669
CADRE HLDGS INC(CDRE)0103,159+103,15904,2130.19%+4,213
TRAILBLAZER ACQUISITION CORP0400,000+400,00004,0040.18%+4,004
JOBY AVIATION INC(JOBY)0300,000+300,00003,9600.18%+3,960
ARCHER AVIATION INC(ACHR)0500,000+500,00003,7600.17%+3,760
FORD MTR CO(F)07,500,000+7,500,00007,7770.35%+7,777
GOLD ROYALTY CORP0850,000+850,00003,4340.15%+3,434
CEVA INC(CEVA)0150,000+150,00003,2280.14%+3,228
ALUSSA ENERGY ACQUISITION CO
UNIT 99/99/9999
0300,000+300,00003,0300.14%+3,030
SILVERBOX CORP V0300,000+300,00003,0290.14%+3,029
SAFEGUARD ACQUISITION CORP0300,000+300,00003,0260.14%+3,026
ADECOAGRO S A
COM
0376,666+376,66602,9870.13%+2,987
KESTRA MED TECHNOLOGIES LTD
SHS
0176,992+176,99204,6940.21%+4,694
TASEKO MINES LTD(TGB)0500,000+500,00002,8300.13%+2,830
CANTOR EQUITY PARTNERS V INC0250,000+250,00002,5630.11%+2,563
FUTURECREST ACQUISITION CORP0250,000+250,00002,5250.11%+2,525
DAEDALUS SPL ACQUISITION COR
UNIT 11/10/2030
0250,000+250,00002,5130.11%+2,513
GENERAL PURP ACQUISITION COR
UNIT 12/03/2030
0250,000+250,00002,5030.11%+2,503
ACTIVATE ENERGY ACQUISITION
UNIT 11/10/2030
0250,000+250,00002,5000.11%+2,500
CRANE HBR ACQUISITION CORP0250,000+250,00002,5000.11%+2,500
CARDINAL INFRASTRUCTURE GROU(CDNL)0100,000+100,00002,4180.11%+2,418
LUMEXA IMAGING HOLDINGS INC(LMRI)0125,000+125,00002,3130.10%+2,313
CHENGHE ACQUISITION III CO0225,000+225,00002,2460.10%+2,246
MOUNTAIN LAKE ACQUISITION CO0200,000+200,00001,9970.09%+1,997
GALATA ACQUISITION CORP II0200,000+200,00001,9920.09%+1,992
DENALI THERAPEUTICS INC(DNLI)0100,000+100,00001,6510.07%+1,651
IVANHOE ELECTRIC INC(IE)0100,000+100,00001,5980.07%+1,598
RANGE CAP ACQUISITION CORP I
CL A ORD SHS
0150,000+150,00001,4970.07%+1,497
SLIDE INS HLDGS INC(SLDE)0400,000+400,00007,7920.35%+7,792
SAFE PRO GROUP INC0286,000+286,00001,1900.05%+1,190
URANIUM ENERGY CORP(UEC)0100,000+100,00001,1680.05%+1,168
CHIME FINL INC(CHYM)0225,000+225,00005,6630.25%+5,663
M3-BRIGADE ACQUISITION VI CO0100,000+100,00001,0010.04%+1,001
BLUEROCK ACQUISITION CORP0100,000+100,00001,0000.04%+1,000
ITHAX ACQUISITION CORP III0100,000+100,00009960.04%+996
MCGRAW HILL INC(MH)250,000250,00003,1384,1250.18%+988
FIGURE TECHNOLOGY SOLUTIO(FGRS)200,000200,00007,2748,1680.36%+894
AMERICAN INTEGRITY INS GROUP0109,219+109,21902,2750.10%+2,275
DISC MEDICINE INC(IRON)010,000+10,00007940.04%+794
AMERICAN HEALTHCARE REIT INC(AHR)0150,000+150,00007,0590.32%+7,059
DIAMONDBACK ENERGY INC(FANG)0100,000+100,000015,0330.67%+15,033
XILIO THERAPEUTICS INC01,113,222+1,113,22207130.03%+713
PHOENIX ED PARTNERS INC(PXED)020,000+20,00006060.03%+606
OMADA HEALTH INC(OMDA)0163,000+163,00002,5720.11%+2,572
BILLIONTOONE INC07,000+7,00005730.03%+573
MESHFLOW ACQUISITION CORP050,000+50,00005000.02%+500
GENENTA SCIENCE S P A0323,797+323,79704820.02%+482
MAPLIGHT THERAPEUTICS INC(MPLT)020,000+20,00003510.02%+351
COREWEAVE INC(CRWV)50,000100,000+50,0006,8437,1610.32%+319
NEW AMER ACQUISITION I CORP030,000+30,00003120.01%+312
COIN 10/01/32 CVT5,000,0006,500,000+1,500,0005,5195,8060.26%+287
FLOWCO HLDGS INC(FLOC)070,000+70,00001,3120.06%+1,312
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