Garnet Equity Capital Holdings, Inc. Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Garnet Equity Capital Holdings, Inc. disclosed 22 stock positions valued at approximately $223.34M as of quarter-end June 30, 2026. The largest holdings include TALEN ENERGY CORP, FTAI AVIATION LTD, and GROUPON INC.

Report Period
June 30, 2026
No. of Stocks
22
Portfolio Value
$223.34M
Holdings by Sector
Garnet Equity Capital Holdings, Inc. Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
TALEN ENERGY CORPTLNOther11.10%64,537--$24,798,988
FTAI AVIATION LTDFTAIOther10.91%90,028--$24,355,275
GROUPON INCGRPNCommunication Services10.46%970,776+12,116+1.26%$23,356,871
TURTLE BEACH CORPHEARTechnology8.40%1,506,759-7,200-0.48%$18,759,150
ANTERIX INCATEXCommunication Services7.20%156,119-187,377-54.55%$16,070,890
ESTABLISHMENT LABS HLDGS INCESTAOther6.55%170,490-93,952-35.53%$14,629,747
NETGEAR INCNTGRTechnology5.40%516,701-103,911-16.74%$12,064,968
GOLAR LNG LTDGLNGEnergy5.23%234,504+15,000+6.83%$11,687,679
HALLADOR ENERGY COMPANYHNRGEnergy4.94%633,895+201,421+46.57%$11,023,434
SONIDA SENIOR LIVING INCSNDAHealthcare4.92%269,368+77,440+40.35%$10,990,214
FTAI INFRASTRUCTURE INCFIPIndustrials4.50%2,164,177+205,458+10.49%$10,041,781
CAMECO CORPCCJEnergy3.45%75,594--$7,700,005
NEXTNAV INCNNTechnology2.00%250,000+250,000+100.00%$4,457,500
GEO GROUP INCGEOIndustrials1.99%150,546+150,546+100.00%$4,448,634
CORECIVIC INCCXWIndustrials1.23%90,577+90,577+100.00%$2,751,729
KRATOS DEFENSE & SEC SOLUTIOKTOSIndustrials1.00%45,000-230,500-83.67%$2,243,700
SPROTT FDS TRURNMOther0.93%39,686--$2,087,087
NEXGEN ENERGY LTDNXEEnergy0.92%220,000--$2,065,800
ECHOSTAR CORPSATSTechnology0.91%20,000+20,000+100.00%$2,030,000
MATCH GROUP INC NEWMTCHCommunication Services0.51%29,704--$1,130,237
URANIUM ENERGY CORPUECEnergy0.41%85,000--$906,100
NEW FORTRESS ENERGY INCNFEUtilities0.32%1,945,617--$706,454
Showing 22 of 22 holdings in the latest reporting period.
Garnet Equity Capital Holdings, Inc. Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026QQQInvesco QQQ Trust, Series 1PUT400,000$294,560,000
Q2 2026GLNGGolar LNGCALL100,000$4,984,000
Q2 2026NNNextNav Inc.CALL200,000$3,566,000
Showing 3 of 3 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.