Flat Footed Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Flat Footed Llc disclosed 20 stock positions valued at approximately $577.26M as of quarter-end June 30, 2026. The largest holdings include DIVERSIFIED HEALTHCARE TR, CORE NATURAL RESOURCES INC, and SERVICE PPTYS TR.

Report Period
June 30, 2026
No. of Stocks
20
Portfolio Value
$577.26M
Holdings by Sector
Flat Footed Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
DIVERSIFIED HEALTHCARE TRDHCReal Estate37.84%23,487,002--$218,429,118
CORE NATURAL RESOURCES INCCEIXOther16.16%1,165,762+1,120,797+2492.60%$93,284,275
SERVICE PPTYS TRSVCReal Estate14.93%51,012,447+50,159,957+5883.93%$86,211,035
HOWARD HUGHES HOLDINGS INCHHHReal Estate7.68%620,418+405,130+188.18%$44,353,683
GRIFOLS S AGRFSHealthcare5.33%4,349,708+2,977,314+216.94%$30,795,933
TEEKAY CORPORATION LTDTKEnergy3.06%1,768,915+146,149+9.01%$17,689,150
RMR GROUP INCRMRReal Estate3.06%861,507+58,768+7.32%$17,686,739
ARDMORE SHIPPING CORPASCOther2.30%948,865-55,831-5.56%$13,293,599
FISERV INCFITechnology2.04%240,000+240,000+100.00%$11,772,000
TRANSOCEAN LTDRIGEnergy1.36%1,603,778+1,603,778+100.00%$7,842,474
EQT CORPEQTEnergy1.34%145,000+145,000+100.00%$7,709,650
FMC CORPFMCBasic Materials1.29%647,672+647,672+100.00%$7,448,228
SEACOR MARINE HLDGS INCSMHIIndustrials0.91%683,777+683,777+100.00%$5,230,895
SUMMIT MIDSTREAM CORPORATIONSMCOther0.78%158,517+34,239+27.55%$4,514,564
INDUSTRIAL LOGISTICS PPTYS TILPTReal Estate0.57%371,191-1,063,896-74.13%$3,292,464
I-80 GOLD CORPIAUXBasic Materials0.45%1,807,864-3,734,776-67.38%$2,603,324
PEABODY ENGR CORPBTUEnergy0.30%74,502+74,502+100.00%$1,722,486
ORCHESTRA BIOMED HLDGS INCOBIOHealthcare0.19%251,372+251,372+100.00%$1,084,670
PANGAEA LOGISTICS SOLUTION LPANLOther0.17%149,806+137,667+1134.09%$973,739
SEVEN HILLS REALTY TRUSTSEVNReal Estate0.12%83,043-350,149-80.83%$700,052
Showing 20 of 20 holdings in the latest reporting period.
Flat Footed Llc Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026HYGiShares iBoxx $ High Yield CorpPUT2,210,000$176,733,700
Q2 2026RYRoyal Bank Of CanadaPUT385,000$79,683,450
Q2 2026CMCanadian Imperial Bank of CommePUT582,500$66,987,500
Q2 2026TDToronto Dominion Bank (The)PUT462,500$56,161,375
Q2 2026MARMarriott InternationalPUT121,900$45,174,921
Q2 2026BMOBank Of MontrealPUT252,000$44,528,400
Q2 2026CVNACarvana Co.PUT618,000$40,676,760
Q2 2026HLTHilton Worldwide Holdings Inc.PUT115,500$38,168,130
Q2 2026AFRMAffirm Holdings, Inc.PUT390,000$31,804,500
Q2 2026KIESPDR S&P Insurance ETFPUT403,300$24,597,267
Q2 2026IYRiShares U.S. Real Estate ETFPUT230,000$23,517,500
Q2 2026RCLRoyal CaribbeanPUT72,000$22,862,160
Q2 2026BNSBank Nova Scotia Halifax Pfd 3PUT232,500$20,190,300
Q2 2026MGMMGM Resorts InternationalPUT360,000$17,211,600
Q2 2026WELLWelltower Inc.PUT41,300$9,373,861
Q2 2026CEIXCore Natural ResourcesCALL95,000$7,601,900
Q2 2026VACMarriott Vacations Worldwide CoPUT70,000$7,131,600
Q2 2026PFGCPerformance Food Group CompanyPUT55,000$6,148,450
Q2 2026VTRVentas, Inc.PUT66,500$5,905,200
Q2 2026RHPRyman Hospitality Properties, IPUT32,500$4,177,875
Q2 2026PRDOPerdoceo Education CorporationPUT29,800$953,600
Q2 2026STRAStrategic Education, Inc.PUT5,500$421,410
Showing 22 of 22 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.