Fund Holdings — CastleKnight Management LP

Total Portfolio Value
$1.86B
Total Bought
$482.10M
Total Sold
$231.87M
Net Transaction
+$250.23M
Filing Period:
Securities
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SharesValue ($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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MARVELL TECHNOLOGY INC(MRVL)93,500681,300+587,8007,23757,2773.08%+50,040
MODINE MFG CO(MOD)270,149325,749+55,60026,61046,3082.49%+19,699
HUT 8 CORP(HUT)333,400722,500+389,1006,20125,1501.35%+18,949
BITFARMS LTD
COM
06,685,400+6,685,400018,8531.01%+18,853
COREWEAVE INC(CRWV)6,200142,700+136,5001,01119,5281.05%+18,518
TEEKAY TANKERS LTD(TNK)385,100649,300+264,20016,06632,8221.76%+16,756
MICRON TECHNOLOGY INC(MU)260,060286,660+26,60032,05247,9642.58%+15,912
BITDEER TECHNOLOGIES GROUP(BTDR)747,9001,425,241+677,3418,58624,3571.31%+15,771
PELOTON INTERACTIVE INC(PTON)904,2002,070,900+1,166,7006,27518,6381.00%+12,363
MOSAIC CO NEW(MOS)40,000333,907+293,9071,45911,5800.62%+10,121
TSAKOS ENERGY NAVIGATION LTD(TEN)682,0371,029,587+347,55013,08822,8771.23%+9,789
UNIVERSAL HLTH SVCS INC(UHS)34,05077,300+43,2506,16815,8030.85%+9,635
FS KKR CAP CORP(FSK)0620,800+620,80009,2690.50%+9,269
META PLATFORMS INC(META)41,92054,570+12,65030,94140,0752.15%+9,134
WOLFSPEED INC(WOLF)0310,046+310,04608,8670.48%+8,867
DHT HOLDINGS INC(DHT)385,3001,080,600+695,3004,16512,9130.69%+8,748
MADISON SQUARE GRDN SPRT COR(MSGS)80,100107,300+27,20016,73724,3571.31%+7,620
NORDIC AMERICAN TANKERS LIMI
COM
1,414,9003,380,298+1,965,3983,72110,6140.57%+6,893
LIBERTY LATIN AMERICA LTD(LILA)0814,300+814,30006,8730.37%+6,873
DIGITALOCEAN HLDGS INC(DOCN)104,200284,700+180,5002,9769,7250.52%+6,749
ZIFF DAVIS INC(ZD)75,900233,500+157,6002,2978,8960.48%+6,599
SUNOPTA INC
COM
815,7431,886,719+1,070,9764,73111,0560.59%+6,325
ARDENT HEALTH INC(ARDT)1,228,1691,738,916+510,74716,77723,0411.24%+6,264
PINTEREST INC(PINS)159,000367,615+208,6155,70211,8260.64%+6,124
ADVANCED MICRO DEVICES INC(AMD)15,82051,720+35,9002,2458,3680.45%+6,123
ALPHABET INC(GOOG)180,200155,500-24,70031,75737,8022.03%+6,045
DAVE & BUSTERS ENTMT INC(PLAY)332,374873,885+541,5119,99815,8700.85%+5,872
MATTEL INC(MAT)60,800412,600+351,8001,1996,9440.37%+5,745
SCHOLASTIC CORP(SCHL)0203,300+203,30005,5660.30%+5,566
ADVANTAGE SOLUTIONS INC(ADV)7,395,2739,988,059+2,592,7869,76215,2820.82%+5,520
VERTIV HOLDINGS CO(VRT)318,400306,700-11,70040,88646,2692.49%+5,383
DOLE PLC(DOLE)0372,500+372,50005,0060.27%+5,006
COMMUNITY HEALTH SYS INC NEW(CYH)10,163,55212,262,508+2,098,95634,55639,3632.12%+4,807
NVIDIA CORPORATION(NVDA)205,600199,600-6,00032,48337,2412.00%+4,759
LSB INDS INC(LXU)2,443,6833,018,045+574,36219,06123,7821.28%+4,721
AMERICAN EAGLE OUTFITTERS IN0272,100+272,10004,6560.25%+4,656
TITAN AMER SA
COMMON SHARES
1,150,0011,268,601+118,60014,35218,9531.02%+4,601
SALLY BEAUTY HLDGS INC382,250475,150+92,9003,5407,7350.42%+4,196
SANDISK CORP(SNDK)94,60072,500-22,1004,2908,1350.44%+3,844
RIOT PLATFORMS INC(RIOT)641,300572,200-69,1007,24710,8890.59%+3,642
RANPAK HOLDINGS CORP(PACK)136,324718,900+582,5764874,0400.22%+3,554
BABCOCK & WILCOX ENTERPRISES(BW)4,332,9132,621,313-1,711,6004,1697,6020.41%+3,433
TERAWULF INC(WULF)945,500652,300-293,2004,1417,4490.40%+3,308
CINEMARK HLDGS INC(CNK)20,300133,600+113,3006133,7430.20%+3,131
FLUTTER ENTMT PLC(FLUT)6,00018,800+12,8001,7154,7750.26%+3,061
FTAI AVIATION LTD(FTAI)9,40024,700+15,3001,0814,1210.22%+3,040
TENET HEALTHCARE CORP(THC)67,90073,700+5,80011,95014,9640.80%+3,014
PENGUIN SOLUTIONS INC(PENG)0112,600+112,60002,9590.16%+2,959
JAMES HARDIE INDS PLC
ORD SHS
0152,200+152,20002,9240.16%+2,924
NU SKIN ENTERPRISES INC(NUS)890,761819,533-71,2287,1179,9900.54%+2,873
STARZ ENTERTAINMENT CORP.(STRZ)236,546451,900+215,3543,8016,6560.36%+2,855
DRAFTKINGS INC NEW(DKNG)48,700131,700+83,0002,0894,9260.26%+2,837
CABLE ONE INC(CABO)015,500+15,50002,7440.15%+2,744
PLAYTIKA HLDG CORP(PLTK)505,6591,313,338+807,6792,3925,1090.27%+2,717
CLEAR CHANNEL OUTDOOR HLDGS(CCO)2,779,7083,763,708+984,0003,2525,9470.32%+2,694
PRIMO BRANDS CORPORATION(PRMB)0119,000+119,00002,6300.14%+2,630
MACYS INC(M)461,100445,500-15,6005,3767,9880.43%+2,611
ACADIA HEALTHCARE COMPANY IN(ACHC)315,000394,000+79,0007,1479,7550.52%+2,608
PHIBRO ANIMAL HEALTH CORP(PAHC)531,345399,783-131,56213,57116,1750.87%+2,605
ALIBABA GROUP HLDG LTD(BABA)47,60044,400-3,2005,3987,9360.43%+2,537
NOMAD FOODS LTD(NOMD)0190,900+190,90002,5100.13%+2,510
B & G FOODS INC NEW(BGS)231,500772,300+540,8009793,4210.18%+2,442
SILGAN HLDGS INC(SLGN)054,400+54,40002,3400.13%+2,340
TALEN ENERGY CORP(TLN)12,60014,100+1,5003,6645,9980.32%+2,334
ZETA GLOBAL HOLDINGS CORP(ZETA)211,800281,100+69,3003,2815,5850.30%+2,305
CENTENE CORP DEL(CNC)063,400+63,40002,2620.12%+2,262
PARK HOTELS & RESORTS INC(PK)789,300920,000+130,7008,07510,1940.55%+2,119
SALESFORCE INC(CRM)28,60041,800+13,2007,7999,9070.53%+2,108
BAIDU INC60,00054,200-5,8005,1467,1420.38%+1,996
MISTER CAR WASH INC
COM
0373,074+373,07401,9880.11%+1,988
WESTROCK COFFEE CO(WEST)0396,980+396,98001,9290.10%+1,929
INTERNATIONAL FLAVORS&FRAGRA(IFF)71,900117,000+45,1005,2887,2000.39%+1,912
SERVICE PPTYS TR(SVC)1,815,4372,272,637+457,2004,3396,1590.33%+1,820
FUNKO INC(FNKO)411,8001,086,700+674,9001,9603,7380.20%+1,778
ERO COPPER CORP(ERO)085,000+85,00001,7200.09%+1,720
LUXEXPERIENCE BV(LUXE)421,171592,441+171,2703,3445,0360.27%+1,692
UBER TECHNOLOGIES INC(UBER)61,40075,600+14,2005,7297,4070.40%+1,678
DIGITALBRIDGE GROUP INC(DBRG)2,127,1532,024,165-102,98822,01623,6831.27%+1,667
RLJ LODGING TR(RLJ)779,9001,018,700+238,8005,6787,3350.39%+1,657
SEALED AIR CORP NEW(SDA)169,400195,300+25,9005,2566,9040.37%+1,647
ENERGY VAULT HOLDINGS INC(NRGV)1,207,200844,700-362,5008652,5090.13%+1,643
PDD HOLDINGS INC(PDD)56,70056,70005,9347,4940.40%+1,560
CAPITAL ONE FINL CORP(COF)27,82235,152+7,3305,9197,4730.40%+1,553
TEVA PHARMACEUTICAL INDS LTD(TEVA)666,600629,100-37,50011,17212,7080.68%+1,536
INDUSTRIAL LOGISTICS PPTYS T(ILPT)1,925,0591,757,659-167,4008,75910,2470.55%+1,488
RACKSPACE TECHNOLOGY INC(RXT)3,207,9903,935,580+727,5904,1065,5490.30%+1,443
SIGNET JEWELERS LIMITED
SHS
4,20018,100+13,9003341,7360.09%+1,402
HEWLETT PACKARD ENTERPRISE C(HPE)464,200441,900-22,3009,49310,8530.58%+1,360
XBP GLOBAL HOLDINGS INC(XBP)01,671,975+1,671,97501,3490.07%+1,349
MAGNERA CORP(MAGN)136,800256,000+119,2001,6533,0000.16%+1,348
VNET GROUP INC(VNET)618,100543,300-74,8004,2655,6120.30%+1,347
PEDIATRIX MEDICAL GROUP INC(MD)706,250682,000-24,25010,13511,4240.61%+1,289
NEW FORTRESS ENERGY INC(NFE)0574,000+574,00001,2690.07%+1,269
CARS COM INC0103,600+103,60001,2660.07%+1,266
O-I GLASS INC(OI)096,900+96,90001,2570.07%+1,257
PROSHARES TR
PSHS ULTSH 20YRS
454,615508,249+53,63415,94817,1690.92%+1,221
INGEVITY CORP(NGVT)99,74399,74304,2985,5050.30%+1,207
SIRIUSXM HOLDINGS INC(SIRI)051,600+51,60001,2010.06%+1,201
NETSKOPE INC(NTSK)052,500+52,50001,1930.06%+1,193
ORACLE CORP(ORCL)04,100+4,10001,1530.06%+1,153
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