Fund HoldingsQuarry LP

Total Portfolio Value
$633.40M
Total Bought
$313.58M
Total Sold
$192.47M
Net Transaction
+$121.10M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MARVELL TECHNOLOGY INC(MRVL)1,206185,070+183,86411955,1318.70%+55,011
ROKU INC(ROKU)323123,791+123,4683117,1002.70%+17,070
TOPBUILD COR037,514+37,514015,9872.52%+15,987
KENVUE INC(KVUE)564,8191,160,442+595,6239,73722,1763.50%+12,439
UNIFIRST CORP MASS(UNF)21,35164,088+42,7375,37216,9492.68%+11,577
CHART INDS INC80,774124,171+43,39716,70025,9444.10%+9,244
PENUMBRA INC(PEN)39,34565,227+25,88212,92020,5953.25%+7,676
WARNER BROS DISCOVERY INC(WBD)539,558841,513+301,95514,81622,4353.54%+7,618
TORTOISE ENERGY INFRSTRCTR C(TYG)0165,345+165,34507,0881.12%+7,088
EOS ENERGY ENTERPRISES INC(EOSE)01,166,288+1,166,28806,8581.08%+6,858
COHEN & STEERS QUALITY INCOM(RQI)0554,653+554,65306,8281.08%+6,828
CANTOR EQUITY PARTNERS I INC(CEPO)358,455943,596+585,1413,76410,0491.59%+6,286
AES CORP(AES)11,092429,431+418,3391566,2950.99%+6,139
FUTURE MONEY ACQUISITION COR0487,500+487,50004,8650.77%+4,865
ECHOSTAR CORP(ECHO)24,74672,789+48,0432,8977,3881.17%+4,491
MERIT MED SYS INC00004,4760.71%+4,476
QXO INC(QXO)0252,809+252,80904,3690.69%+4,369
DOMINION ENERGY INC(D)060,693+60,69304,1450.65%+4,145
NORFOLK SOUTHN CORP(NSC)55,42761,335+5,90815,90819,2953.05%+3,388
ELECTRONIC ARTS INC5116,005+15,954103,2820.52%+3,271
ISHARES TR12,61042,258+29,6481,1924,3210.68%+3,128
DATADOG INC(DDOG)00002,8590.45%+2,859
TITAN ACQUISITION CORP(TACH)0262,500+262,50002,7330.43%+2,733
COLLECTIVE ACQUISITION CORP0254,500+254,50002,5540.40%+2,554
PRAETORIAN ACQUISITION CORP(PTOR)0250,000+250,00002,4830.39%+2,483
GABELLI EQUITY TR INC(GAB)189,452624,167+434,7151,0613,5330.56%+2,472
ARC GROUP ACQUISITION I CORP0250,000+250,00002,4700.39%+2,470
CREDIT SUISSE HIGH YIELD CRE(DHY)01,323,969+1,323,96902,3570.37%+2,357
OCEANHAWK ACQUISITION CORP0210,494+210,49402,1390.34%+2,139
LIQUIDIA CORPORATION(LQDA)025,800+25,80002,0570.32%+2,057
APEX TREAS CORP
ORD SHS CL A
0200,000+200,00002,0100.32%+2,010
XSOLLA SPAC 1(XSLL)0200,000+200,00001,9840.31%+1,984
ARMADA ACQUISITION CORP II(XRPN)307,137482,137+175,0003,1675,0240.79%+1,857
REVOLUTION MEDICINES INC(RVMD)59,26340,175-19,0885,7637,5241.19%+1,761
BLUEROCK ACQUISITION CORP(BLRK)0175,000+175,00001,7470.28%+1,747
VOYA EMERGING MKTS HIGH DIVI(IHD)0211,632+211,63201,6510.26%+1,651
VIASAT INC(VSAT)617,695+17,68901,5890.25%+1,589
CANTOR EQUITY PARTNERS VII I0155,000+155,00001,5640.25%+1,564
D BORAL ACQUISITION I CORP(DBCA)0155,000+155,00001,5450.24%+1,545
PROCAP ACQUISITION CORP(PCAP)0150,000+150,00001,5420.24%+1,542
AGRICULTURE & NAT SOL ACQ CO
SHS CL A
194,688319,688+125,0002,1983,6510.58%+1,453
QORVO INC(QRVO)93,53292,207-1,3257,2398,6001.36%+1,361
ISHARES TR012,052+12,05201,2520.20%+1,252
MAYWOOD ACQUISITION CORP 20125,000+125,00001,2350.19%+1,235
LIONHEART HOLDINGS(CUB)0100,000+100,00001,0770.17%+1,077
VANGUARD INDEX FDS04,839+4,83901,0550.17%+1,055
K&F GROWTH ACQUISITION CORP
SHS CL A
100,000198,500+98,5001,0432,0940.33%+1,051
EQV VENTURES AC CORP. II
ORD SHS CL A
0100,000+100,00001,0180.16%+1,018
NEW AMER ACQUISITION I CORP0100,000+100,00001,0150.16%+1,015
M EVO GBL ACQUISITION CORP I
ORD SHS CL A
0100,000+100,00009920.16%+992
BREEZE ACQUISITION CORP II0100,000+100,00009910.16%+991
ACADIA PHARMACEUTICALS INC15,00050,155+35,1553341,2690.20%+935
DIGITAL ASSET ACQUISITION CO(DAAQ)088,826+88,82609220.15%+922
VANGUARD INDEX FDS09,130+9,13008800.14%+880
CORNERSTONE STRATEGIC INVEST(CLM)3,489,2643,476,236-13,02825,40226,2804.15%+879
SC II ACQUISITION CORP(SCII)087,208+87,20808750.14%+875
NEWHOLD INVT CORP III
ORD SHS CL A
25,000100,000+75,0002591,0890.17%+830
FIGMA INC(FIG)044,417+44,41708040.13%+804
SELECT SECTOR SPDR TR
ST STR CARE ETF
04,985+4,98507910.12%+791
QUANTUMSPHERE ACQUISITION CO(QUMS)075,000+75,00007670.12%+767
AGIOS PHARMACEUTICALS INC(AGIO)020,147+20,14707480.12%+748
MOUNTAIN LAKE ACQUISIT CORP
USD CL A ORD SHS
075,233+75,23307470.12%+747
GIGCAPITAL9 CORP(GIX)073,969+73,96907350.12%+735
TXNM ENERGY INC(TXNM)63,33878,063+14,7253,7034,4320.70%+730
INNOVATIVE INDL PPTYS INC(IIPR)5111,600+11,54937190.11%+716
XAI MADISON EQUITY PREMIUM I(MCN)222,673358,469+135,7961,2981,9790.31%+681
INSMED INC(INSM)06,254+6,25406670.11%+667
CRINETICS PHARMACEUTICALS IN(CRNX)017,500+17,50006550.10%+655
SILVERBOX CORP IV(SBXD)141,597200,000+58,4031,5152,1620.34%+647
COLOMBIER ACQUISITION CORP I
ORD SHS CL A
062,500+62,50006410.10%+641
PPL CORP(PPL)4016,968+16,92826170.10%+615
CORNERSTONE TOTAL RETURN FD(CRF)2,529,0892,525,950-3,13917,57718,1362.86%+559
CHURCHILL CAP CORP XII050,000+50,00005400.09%+540
TONIX PHARMACEUTICALS HLDG C(TNXP)041,250+41,25005260.08%+526
BRIDGEBIO PHARMA INC(BBIO)07,001+7,00105210.08%+521
INFLECTION PT ACQUISIT CORP050,000+50,00005170.08%+517
COHEN CIRCLE ACQUISIT CORP I
SHS CL A
050,000+50,00005150.08%+515
SNOW ROTHSCHILD ACQUISITION050,000+50,00005010.08%+501
LAUNCHPAD CADENZA ACQU CORP
USD CL A ORD SHS
050,000+50,00005000.08%+500
PLUTONIAN ACQUISITION CORP I050,000+50,00004980.08%+498
ART TECHNOLOGY ACQUISITION C
USD CL A ORD SHS
050,000+50,00004970.08%+497
MCKESSON CORP(MCK)149817+6681296170.10%+488
AFLAC INC(AFL)04,152+4,15204870.08%+487
CARDINAL HEALTH INC(CAH)1202,156+2,036255120.08%+487
CASEYS GEN STORES INC(CASY)0603+60304790.08%+479
ARTIUS II ACQUISITION INC(AACB)210,500252,236+41,7362,1772,6460.42%+469
SMUCKER J M CO(SJM)9785,006+4,028945630.09%+469
OCCIDENTAL PETE CORP(OXY)1,05611,026+9,970695360.08%+467
NEUBERGER R/EST SECS INC FD
COM
624,455738,287+113,8321,7732,2370.35%+464
XERIS BIOPHARMA HOLDINGS INC125,000150,057+25,0577251,1880.19%+463
VERTIV HOLDINGS CO(VRT)5181,745+1,2271305840.09%+454
ANNEXON INC(ANNX)21,250100,000+78,7501185710.09%+453
SOULPOWER ACQUISITION CORP(SOUL)402,700441,879+39,1794,1284,5730.72%+446
BIOMARIN PHARMACEUTICAL INC(BMRN)10,00017,624+7,6245651,0080.16%+444
LAM RESEARCH CORP(LRCX)1,2191,613+3942606990.11%+439
ELEVANCE HEALTH INC FORMERLY(ELV)2001,258+1,058594870.08%+428
COHERENT CORP(COHR)01,050+1,05004140.07%+414
DYNAMIX CORP(DYNC)037,244+37,24404020.06%+402
PRECISION BIOSCIENCES INC(DTIL)68,31197,915+29,6043767700.12%+394
ULTRAGENYX PHARMACEUTICAL IN(RARE)21,25025,000+3,7504458350.13%+390
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