Scoggin Management Lp Portfolio Shifts in Q3 2026: Focus on Financial Services & Technology

Portfolio Changes Overview

This report details Scoggin Management Lp's portfolio adjustments during the third quarter of 2026, based on available filing data.

Financial Services Dominance with Selective Adjustments

The largest allocation in Scoggin Management Lp's portfolio remains concentrated within Financial Services stocks. TERAWULF INC (WULF), identified by its ticker symbol, continues to be a major holding at approximately 45.75% of the total value.

• The fund increased its stake in WULF by about 3.25 million shares (a +4.33% change from the previous period), adding $19.33 million to its position.

Other Financial Services holdings also saw changes:

• ARBOR REALTY TRUST INC (ABR), ticker symbol ABR, experienced a substantial increase of +875k shares (+175%) and gained $0.74 million in value.
• HUT 8 CORP (HUT), represented by the stock ticker HUT, saw its stake grow by +375k shares (+60%) adding approximately $5.29 million to its portfolio allocation.
• CLEANSPARK INC (CLSK), with symbol CLSK, was sold off significantly (-100k shares or -66.67%), resulting in a very small current position of 0.34%.

Technology Sector Activity

The Technology sector also showed investor activity during this period:

• CORE SCIENTIFIC INC NEW (CORZ), symbol CORZ, saw an increase of +150k shares (+7.5%) adding $5.5 million to its value.
• PELOTON INTERACTIVE INC (PTON), ticker PTON, increased by +117k shares (+4.45%) and gained approximately $1.63 million in value.
• New positions were initiated with NEXTNAV INC (NN), symbol NN, which was added entirely new at a 0.24% allocation increase rate from the previous period.

Other Sectors and Unknown

In addition to Financial Services and Technology, Scoggin Management Lp made adjustments in other sectors:

• The Utilities sector saw an increase with ENERGY VAULT HOLDINGS INC (NRGV), symbol NRGV. The fund added +675k shares (+12.27%) to this position.
• A new holding, HIVE DIGITAL TECHNOLOGIES LTD (HIVE), symbol HIVE, was established in the Financial Services sector but is currently a small part of the portfolio at 0.43% allocation increase rate from previous period.
• The fund also added shares to QUANTUM COMPUTING INC (QUBT), symbol QUBT, increasing by +57k shares (+100%) and adding $0.56 million in value.

Diversification into Real Estate

The investor also demonstrated diversification efforts within the Real Estate sector:

• A new position was added with ARBOR REALTY TRUST INC (ABR), symbol ABR, which is listed in this category. The fund increased its stake by +875k shares (+175%) and gained $0.74 million.

No Activity Disclosed

For sectors like Energy (excluding Utilities) or Healthcare, no specific changes were disclosed in the filing data for Scoggin Management Lp's portfolio holdings during this quarter.