Endure Capital Management, Llc Portfolio Stock Holdings

Endure Capital Management, Llc disclosed 25 stock positions valued at approximately $143.9 million in its latest SEC 13F filing. The largest holdings include PATRIA INVESTMENTS LIMITED, CARMAX INC, and XPLR INFRASTRUCTURE LP. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
25
Portfolio Value
$143.9M
Holdings by Sector
Endure Capital Management, Llc Portfolio Holdings in Q1 2026

12 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
PATRIA INVESTMENTS LIMITEDPAXOther53.00%6,054,645+6,054,645+100.00%$76,288,527
CARMAX INCKMXConsumer Cyclical10.56%365,447+365,447+100.00%$15,195,286
XPLR INFRASTRUCTURE LPNEPUtilities8.37%1,135,043+1,135,043+100.00%$12,054,157
INVESCO LTDIVZOther7.79%461,606+461,606+100.00%$11,212,410
BLUE OWL CAPITAL INCOWLFinancial Services7.11%1,120,600+1,120,600+100.00%$10,231,078
NOMAD FOODS LTDG6564A105Other2.94%440,807+440,807+100.00%$4,236,155
AMAZON COM INCAMZNConsumer Cyclical2.87%19,832+19,832+100.00%$4,130,411
INTERACTIVE BROKERS GROUP INIBKRFinancial Services1.83%39,200+39,200+100.00%$2,629,144
KKR REAL ESTATE FIN TR INCKREFReal Estate1.07%252,523+252,523+100.00%$1,545,441
JEFFERIES FINANCIAL GROUP INJEFFinancial Services0.83%28,828+28,828+100.00%$1,189,732
BROWN FORMAN CORPBF-BConsumer Defensive0.48%26,000+26,000+100.00%$687,440
KASPI KZ JSCKSPITechnology0.43%8,400+8,400+100.00%$622,188
Endure Capital Management, Llc Options Holdings in Q1 2026

10 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026RIVNRivian Automotive, Inc.PUT266,300$545,649
Q1 2026CNCCentene CorporationCALL101,800$538,318
Q1 2026IVZInvescoCALL106,600$179,750
Q1 2026AMZNAmazon.com, Inc.CALL30,000$164,250
Q1 2026BABAAlibaba Group Holding LimitedCALL40,000$157,000
Q1 2026JDJD.com, Inc.CALL45,400$28,788
Q1 2026BHCBausch Health Companies Inc.CALL42,700$23,511
Q1 2026DKNGDraftKings Inc.CALL12,200$20,054
Q1 2026G6683N103Nu HoldingsCALL57,800$17,704
Q1 2026PAXPatria InvestmentsCALL20,500$1,718

Notional value represents the total exposure of the options position.