Concentric Capital Strategies, LP Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$305.1B

Holdings

125

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (125 positions)

#StockSharesValue% PortfolioType
101
TTITETRA TECHNOLOGIES INC DEL
245,819$651K0.00%Call
102
ACMAECOM
7,633$643K0.00%
103
SPGIS&P GLOBAL INC
1,797$619K0.00%
104
ISRGINTUITIVE SURGICAL INC
2,390$610K0.00%
105
INTCINTEL CORP
18,132$592K0.00%
106
PACBPACIFIC BIOSCIENCES CALIF IN
50,000$579K0.00%Call
107
RG6ROGERS CORP
3,297$538K0.00%
108
WHRWHIRLPOOL CORP
3,653$482K0.00%
109
EMEEMCOR GROUP INC
2,850$463K0.00%
110
CSTMCONSTELLIUM SE
27,822$425K0.00%
111
ATVIEURACTIVISION BLIZZARD INC
4,517$386K0.00%
112
TECK/BTECK RESOURCES LTD
10,506$383K0.00%
113
KALUKAISER ALUMINUM CORP
5,000$373K0.00%
114
JELDJELD-WEN HLDG INC
28,178$356K0.00%
115
TG7TRIUMPH GROUP INC NEW
30,000$347K0.00%
116
VMWEURVMWARE INC
2,429$303K0.00%
117
CLHCLEAN HARBORS INC
2,033$289K0.00%
118
EAELECTRONIC ARTS INC
2,386$287K0.00%
119
ROPROPER TECHNOLOGIES INC
639$281K0.00%
120
PTCPTC INC
1,971$252K0.00%
121
FICOFAIR ISAAC CORP
293$205K0.00%
122
AKXANSYS INC
606$201K0.00%
123
PLTRPALANTIR TECHNOLOGIES INC
11,729$99K0.00%
124
REALTHE REALREAL INC
61,124$77K0.00%
125
VENATOR MATLS PLC
78,391$31K0.00%
PreviousPage 2 of 2