Findell Capital Management Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Findell Capital Management Llc disclosed 12 stock positions valued at approximately $606.63M as of quarter-end June 30, 2026. The largest holdings include LIQUIDIA CORPORATION, ESTABLISHMENT LABS HLDGS INC, and DAVE INC.

Report Period
June 30, 2026
No. of Stocks
12
Portfolio Value
$606.63M
Holdings by Sector
Findell Capital Management Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
LIQUIDIA CORPORATIONLQDAHealthcare46.03%3,502,112--$279,223,390
ESTABLISHMENT LABS HLDGS INCESTAOther15.50%1,096,000+98,253+9.85%$94,047,760
DAVE INCDAVETechnology8.91%145,000-25,000-14.71%$54,025,550
SUPER GROUP SGHC LIMITEDSGHCOther4.69%2,100,000+600,000+40.00%$28,455,000
ROOT INCROOTFinancial Services4.24%460,000+85,000+22.67%$25,723,200
ABIVAX SAABVXHealthcare4.06%185,000+80,000+76.19%$24,653,100
GEO GROUP INCGEOIndustrials3.90%800,000-75,000-8.57%$23,640,000
CELSIUS HLDGS INCCELHConsumer Defensive3.62%750,000+550,000+275.00%$21,960,000
OPORTUN FINL CORPOPRTFinancial Services2.63%2,798,300+50,000+1.82%$15,978,293
TURNING PT BRANDS INCTPBConsumer Defensive2.38%170,000+75,000+78.95%$14,417,700
FIGMA INCFIGOther2.22%745,000+745,000+100.00%$13,477,050
ROCKET COS INCRKTFinancial Services1.82%700,000+700,000+100.00%$11,025,000
Showing 12 of 12 holdings in the latest reporting period.
Findell Capital Management Llc Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026LQDALiquidia CorporationPUT1,300,100$103,656,973
Showing 1 of 1 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.