Fund HoldingsQuarry LP

Total Portfolio Value
$1.20B
Total Bought
$884.58M
Total Sold
$255.38M
Net Transaction
+$629.20M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPACE EXPLORATION TECHN CORP(Call)03,000,000+3,000,0000512,580+512,580
MARVELL TECHNOLOGY INC(MRVL)(Put)0185,000+185,000055,110+55,110
MARVELL TECHNOLOGY INC(MRVL)0185,070+185,070055,1314.58%+55,131
ROKU INC(ROKU)0123,791+123,791017,1001.42%+17,100
TOPBUILD COR037,514+37,514015,9871.33%+15,987
KENVUE INC(KVUE)564,8191,160,442+595,6239,73722,1761.84%+12,439
UNIFIRST CORP MASS(UNF)21,35164,088+42,7375,37216,9491.41%+11,577
CHART INDS INC80,774124,171+43,39716,70025,9442.16%+9,244
PENUMBRA INC(PEN)39,34565,227+25,88212,92020,5951.71%+7,676
WARNER BROS DISCOVERY INC(WBD)539,558841,513+301,95514,81622,4351.87%+7,618
TORTOISE ENERGY INFRSTRCTR C(TYG)0165,345+165,34507,0880.59%+7,088
EOS ENERGY ENTERPRISES INC(EOSE)01,166,288+1,166,28806,8580.57%+6,858
COHEN & STEERS QUALITY INCOM(RQI)0554,653+554,65306,8280.57%+6,828
CANTOR EQUITY PARTNERS I INC358,455943,596+585,1413,76410,0490.84%+6,286
AES CORP(AES)0429,431+429,43106,2950.52%+6,295
FUTURE MONEY ACQUISITION COR0487,500+487,50004,8650.40%+4,865
ECHOSTAR CORP(ECHO)072,789+72,78907,3880.61%+7,388
MERIT MED SYS INC00004,4760.37%+4,476
QXO INC(QXO)0252,809+252,80904,3690.36%+4,369
DOMINION ENERGY INC(D)060,693+60,69304,1450.34%+4,145
NORFOLK SOUTHN CORP(NSC)55,42761,335+5,90815,90819,2951.60%+3,388
ELECTRONIC ARTS INC(EA)016,005+16,00503,2820.27%+3,282
ISHARES TR12,61042,258+29,6481,1924,3210.36%+3,128
DATADOG INC(DDOG)00002,8590.24%+2,859
TITAN ACQUISITION CORP0262,500+262,50002,7330.23%+2,733
COLLECTIVE ACQUISITION CORP0254,500+254,50002,5540.21%+2,554
PRAETORIAN ACQUISITION CORP0250,000+250,00002,4830.21%+2,483
GABELLI EQUITY TR INC(GAB)189,452624,167+434,7151,0613,5330.29%+2,472
ARC GROUP ACQUISITION I CORP0250,000+250,00002,4700.21%+2,470
CREDIT SUISSE HIGH YIELD CRE(DHY)01,323,969+1,323,96902,3570.20%+2,357
OCEANHAWK ACQUISITION CORP0210,494+210,49402,1390.18%+2,139
LIQUIDIA CORPORATION(LQDA)025,800+25,80002,0570.17%+2,057
APEX TREAS CORP
ORD SHS CL A
0200,000+200,00002,0100.17%+2,010
XSOLLA SPAC 10200,000+200,00001,9840.16%+1,984
ARMADA ACQUISITION CORP II307,137482,137+175,0003,1675,0240.42%+1,857
REVOLUTION MEDICINES INC(RVMD)59,26340,175-19,0885,7637,5240.63%+1,761
BLUEROCK ACQUISITION CORP0175,000+175,00001,7470.15%+1,747
VOYA EMERGING MKTS HIGH DIVI(IHD)0211,632+211,63201,6510.14%+1,651
VIASAT INC(VSAT)017,695+17,69501,5890.13%+1,589
CANTOR EQUITY PARTNERS VII I0155,000+155,00001,5640.13%+1,564
D BORAL ACQUISITION I CORP0155,000+155,00001,5450.13%+1,545
PROCAP ACQUISITION CORP0150,000+150,00001,5420.13%+1,542
AGRICULTURE & NAT SOL ACQ CO
SHS CL A
0319,688+319,68803,6510.30%+3,651
QORVO INC(QRVO)93,53292,207-1,3257,2398,6000.71%+1,361
ISHARES TR012,052+12,05201,2520.10%+1,252
MAYWOOD ACQUISITION CORP 20125,000+125,00001,2350.10%+1,235
ECHOSTAR CORP(ECHO)(Call)011,600+11,60001,177+1,177
LIONHEART HOLDINGS0100,000+100,00001,0770.09%+1,077
VANGUARD INDEX FDS04,839+4,83901,0550.09%+1,055
K&F GROWTH ACQUISITION CORP
SHS CL A
100,000198,500+98,5001,0432,0940.17%+1,051
EQV VENTURES AC CORP. II
ORD SHS CL A
0100,000+100,00001,0180.08%+1,018
NEW AMER ACQUISITION I CORP0100,000+100,00001,0150.08%+1,015
M EVO GBL ACQUISITION CORP I
ORD SHS CL A
0100,000+100,00009920.08%+992
BREEZE ACQUISITION CORP II0100,000+100,00009910.08%+991
ACADIA PHARMACEUTICALS INC050,155+50,15501,2690.11%+1,269
DIGITAL ASSET ACQUISITION CO088,826+88,82609220.08%+922
VANGUARD INDEX FDS09,130+9,13008800.07%+880
CORNERSTONE STRATEGIC INVEST(CLM)3,489,2643,476,236-13,02825,40226,2802.18%+879
SC II ACQUISITION CORP087,208+87,20808750.07%+875
NEWHOLD INVT CORP III
ORD SHS CL A
0100,000+100,00001,0890.09%+1,089
FIGMA INC(FIG)044,417+44,41708040.07%+804
SELECT SECTOR SPDR TR
ST STR CARE ETF
04,985+4,98507910.07%+791
QUANTUMSPHERE ACQUISITION CO075,000+75,00007670.06%+767
AGIOS PHARMACEUTICALS INC(AGIO)020,147+20,14707480.06%+748
MOUNTAIN LAKE ACQUISIT CORP
USD CL A ORD SHS
075,233+75,23307470.06%+747
GIGCAPITAL9 CORP073,969+73,96907350.06%+735
TXNM ENERGY INC(TXNM)078,063+78,06304,4320.37%+4,432
INNOVATIVE INDL PPTYS INC(IIPR)011,600+11,60007190.06%+719
XAI MADISON EQUITY PREMIUM I0358,469+358,46901,9790.16%+1,979
INSMED INC(INSM)06,254+6,25406670.06%+667
CRINETICS PHARMACEUTICALS IN(CRNX)017,500+17,50006550.05%+655
SILVERBOX CORP IV0200,000+200,00002,1620.18%+2,162
COLOMBIER ACQUISITION CORP I
ORD SHS CL A
062,500+62,50006410.05%+641
PPL CORP(PPL)016,968+16,96806170.05%+617
CORNERSTONE TOTAL RETURN FD(CRF)2,529,0892,525,950-3,13917,57718,1361.51%+559
CHURCHILL CAP CORP XII050,000+50,00005400.04%+540
TONIX PHARMACEUTICALS HLDG C041,250+41,25005260.04%+526
BRIDGEBIO PHARMA INC(BBIO)07,001+7,00105210.04%+521
AVIS BUDGET GROUP INC(Put)03,500+3,5000517+517
INFLECTION PT ACQUISIT CORP050,000+50,00005170.04%+517
COHEN CIRCLE ACQUISIT CORP I
SHS CL A
050,000+50,00005150.04%+515
SNOW ROTHSCHILD ACQUISITION050,000+50,00005010.04%+501
LAUNCHPAD CADENZA ACQU CORP
USD CL A ORD SHS
050,000+50,00005000.04%+500
PLUTONIAN ACQUISITION CORP I050,000+50,00004980.04%+498
ART TECHNOLOGY ACQUISITION C
USD CL A ORD SHS
050,000+50,00004970.04%+497
SELECT SECTOR SPDR TR
ST STR FINL ETF
09,130+9,13004890.04%+489
MCKESSON CORP(MCK)0817+81706170.05%+617
AFLAC INC(AFL)04,152+4,15204870.04%+487
CARDINAL HEALTH INC(CAH)02,156+2,15605120.04%+512
CASEYS GEN STORES INC(CASY)0603+60304790.04%+479
ARTIUS II ACQUISITION INC210,500252,236+41,7362,1772,6460.22%+469
SMUCKER J M CO(SJM)05,006+5,00605630.05%+563
OCCIDENTAL PETE CORP(OXY)011,026+11,02605360.04%+536
NEUBERGER R/EST SECS INC FD
COM
624,455738,287+113,8321,7732,2370.19%+464
XERIS BIOPHARMA HOLDINGS INC0150,057+150,05701,1880.10%+1,188
VERTIV HOLDINGS CO(VRT)01,745+1,74505840.05%+584
ANNEXON INC(ANNX)0100,000+100,00005710.05%+571
SOULPOWER ACQUISITION CORP402,700441,879+39,1794,1284,5730.38%+446
BIOMARIN PHARMACEUTICAL INC(BMRN)017,624+17,62401,0080.08%+1,008
LAM RESEARCH CORP(LRCX)01,613+1,61306990.06%+699
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