Cibra Capital Ltd Portfolio Stock Holdings
Cibra Capital Ltd disclosed 25 stock positions valued at approximately $207.2 million in its latest SEC 13F filing. The largest holdings include AMICUS THERAPEUTICS INC, SEALED AIR CORP NEW, and TXNM ENERGY INC. The filing reflects positions held as of March 31, 2026 and was filed on April 24, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 25
- Portfolio Value
- $207.2M
Holdings by Sector
Cibra Capital Ltd Portfolio Holdings in Q1 2026
22 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMICUS THERAPEUTICS INC | FOLD | Healthcare | 11.78% | 1,687,661 | +1,476,861 | +700.60% | $24,403,578 |
| SEALED AIR CORP NEW | SEE | Consumer Cyclical | 10.44% | 514,636 | +514,636 | +100.00% | $21,640,444 |
| TXNM ENERGY INC | TXNM | Utilities | 8.00% | 283,458 | +283,458 | +100.00% | $16,570,955 |
| MASIMO CORP | MASI | Healthcare | 7.76% | 90,376 | +90,376 | +100.00% | $16,075,179 |
| HOLOGIC INC | HOLX | Healthcare | 7.62% | 208,996 | +146,158 | +232.59% | $15,798,008 |
| CLEARWATER ANALYTICS HLDGS I | CWAN | Technology | 5.23% | 458,424 | +458,424 | +100.00% | $10,841,728 |
| PENUMBRA INC | PEN | Healthcare | 5.01% | 31,600 | +31,600 | +100.00% | $10,376,492 |
| ARCELLX INC | ACLX | Healthcare | 4.91% | 88,623 | +88,623 | +100.00% | $10,175,693 |
| WARNER BROS DISCOVERY INC | WBD | Communication Services | 3.92% | 295,501 | +257,659 | +680.88% | $8,114,457 |
| TERNS PHARMACEUTICALS INC | TERN | Healthcare | 3.85% | 151,440 | +151,440 | +100.00% | $7,983,917 |
| DIGITALBRIDGE GROUP INC | DBRG | Real Estate | 3.53% | 474,076 | +343,276 | +262.44% | $7,310,252 |
| UNIFIRST CORP MASS | UNF | Industrials | 3.21% | 26,400 | +26,400 | +100.00% | $6,641,976 |
| DIAMOND HILL INVT GROUP INC | DHIL | Financial Services | 2.71% | 32,677 | +26,247 | +408.20% | $5,623,712 |
| VALARIS LTD | VAL | Energy | 1.84% | 38,791 | +38,791 | +100.00% | $3,803,070 |
| ELECTRONIC ARTS INC | EA | Communication Services | 1.53% | 15,600 | -8,914 | -36.36% | $3,180,372 |
| AES CORP | AES | Utilities | 1.33% | 195,700 | +195,700 | +100.00% | $2,757,413 |
| ELDORADO GOLD CORP NEW | EGO | Basic Materials | 1.21% | 73,312 | +73,312 | +100.00% | $2,516,700 |
| MISTER CAR WASH INC | MCW | Consumer Cyclical | 1.13% | 336,900 | +336,900 | +100.00% | $2,348,193 |
| ENVIRI CORP | NVRI | Industrials | 1.04% | 109,394 | +109,394 | +100.00% | $2,146,310 |
| APELLIS PHARMACEUTICALS INC | APLS | Healthcare | 0.97% | 50,000 | +50,000 | +100.00% | $2,011,500 |
| SUN CTRY AIRLS HLDGS INC | SNCY | Industrials | 0.18% | 22,518 | +22,518 | +100.00% | $371,997 |
| MISSION PRODUCE INC | AVO | Consumer Defensive | 0.18% | 26,778 | +26,778 | +100.00% | $368,465 |