Troluce Capital Advisors Llc Portfolio Stock Holdings
Troluce Capital Advisors Llc disclosed 46 stock positions valued at approximately $944.7 million in its latest SEC 13F filing. The largest holdings include ATLANTA BRAVES HLDGS INC, ECHOSTAR CORP, and CAPITAL ONE FINL CORP. 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
- 46
- Portfolio Value
- $944.7M
Holdings by Sector
Troluce Capital Advisors Llc Portfolio Holdings in Q1 2026
39 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ATLANTA BRAVES HLDGS INC | BATRK | Communication Services | 9.04% | 2,000,000 | +1,466,584 | +274.94% | $85,400,000 |
| ECHOSTAR CORP | SATS | Technology | 7.44% | 600,000 | +600,000 | +100.00% | $70,242,000 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 5.90% | 305,300 | +165,300 | +118.07% | $55,695,879 |
| LIBERTY MEDIA CORP DEL | FWONK | Communication Services | 5.76% | 640,000 | +490,000 | +326.67% | $54,412,800 |
| LIVE NATION ENTERTAINMENT IN | LYV | Communication Services | 5.33% | 330,000 | +330,000 | +100.00% | $50,328,300 |
| FTAI AVIATION LTD | FTAI | Other | 4.02% | 155,000 | +155,000 | +100.00% | $37,975,000 |
| TERAWULF INC | WULF | Financial Services | 3.51% | 2,300,000 | +2,300,000 | +100.00% | $33,189,000 |
| APTIV PLC | APTV | Other | 3.24% | 441,383 | +441,383 | +100.00% | $30,649,636 |
| DYCOM INDS INC | DY | Industrials | 3.23% | 90,000 | +90,000 | +100.00% | $30,493,800 |
| MIRION TECHNOLOGIES INC | MIR | Industrials | 2.95% | 1,500,000 | +650,000 | +76.47% | $27,885,000 |
| ELEMENT SOLUTIONS INC | ESI | Basic Materials | 2.93% | 810,400 | +810,400 | +100.00% | $27,667,056 |
| COREBRIDGE FINL INC | CRBG | Financial Services | 2.87% | 1,136,200 | +1,136,200 | +100.00% | $27,109,732 |
| EATON CORP PLC | ETN | Other | 2.84% | 75,000 | +75,000 | +100.00% | $26,825,250 |
| AMENTUM HOLDINGS INC | AMTM | Other | 2.76% | 1,000,000 | +1,000,000 | +100.00% | $26,080,000 |
| CORE SCIENTIFIC INC NEW | CORZ | Technology | 2.69% | 1,697,090 | +1,697,090 | +100.00% | $25,388,466 |
| VISTRA CORP | VST | Utilities | 2.51% | 158,000 | +158,000 | +100.00% | $23,752,140 |
| ASCENDIS PHARMA A/S | ASND | Healthcare | 2.41% | 99,600 | +99,600 | +100.00% | $22,781,508 |
| ALPHABET INC | GOOG | Communication Services | 2.28% | 75,000 | +75,000 | +100.00% | $21,514,500 |
| STOKE THERAPEUTICS INC | STOK | Healthcare | 2.25% | 652,800 | +652,800 | +100.00% | $21,255,168 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.20% | 100,000 | +100,000 | +100.00% | $20,827,000 |
| NOKIA CORP | NOK | Technology | 2.13% | 2,500,000 | +2,500,000 | +100.00% | $20,100,000 |
| FLUOR CORP | FLR | Industrials | 1.98% | 400,000 | +400,000 | +100.00% | $18,660,000 |
| MINERALYS THERAPEUTICS INC | MLYS | Healthcare | 1.88% | 655,000 | +655,000 | +100.00% | $17,743,950 |
| CIPHER DIGITAL INC | CIFR | Financial Services | 1.84% | 1,350,000 | +1,350,000 | +100.00% | $17,374,500 |
| NVIDIA CORPORATION | NVDA | Technology | 1.38% | 75,000 | +75,000 | +100.00% | $13,080,000 |
| WARNER BROS DISCOVERY INC | WBD | Communication Services | 1.12% | 387,000 | +387,000 | +100.00% | $10,627,020 |
| BOEING CO | BA | Industrials | 1.05% | 50,000 | +50,000 | +100.00% | $9,951,500 |
| LIBERTY GLOBAL LTD | LBTYA | Other | 1.03% | 807,234 | +807,234 | +100.00% | $9,759,459 |
| RAYONIER INC | RYN | Real Estate | 0.95% | 435,000 | +435,000 | +100.00% | $8,969,700 |
| EQUITABLE HLDGS INC | EQH | Financial Services | 0.79% | 200,000 | +200,000 | +100.00% | $7,422,000 |
| HUT 8 CORP | HUT | Financial Services | 0.74% | 150,000 | +150,000 | +100.00% | $7,036,500 |
| GE AEROSPACE | GE | Industrials | 0.72% | 24,000 | +24,000 | +100.00% | $6,810,480 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.72% | 20,000 | +11,000 | +122.22% | $6,756,800 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.33% | 25,000 | +25,000 | +100.00% | $3,136,500 |
| ALCON AG | ALC | Other | 0.32% | 40,500 | +40,500 | +100.00% | $3,051,675 |
| NORWEGIAN CRUISE LINE HLDGS | NCLH | Other | 0.31% | 159,100 | +159,100 | +100.00% | $2,975,170 |
| CARNIVAL CORP | CCL | Consumer Cyclical | 0.25% | 92,400 | +92,400 | +100.00% | $2,391,312 |
| APOLLO COML REAL ESTATE FIN | ARI | Real Estate | 0.12% | 104,800 | +104,800 | +100.00% | $1,106,688 |
| ARKO CORP | ARKO | Consumer Cyclical | 0.00% | 3,874 | +3,874 | +100.00% | $21,539 |