FINDELL CAPITAL MANAGEMENT LLC

CIK: 0001814465SEC EDGAR →

Portfolio Value

$347.8B

Holdings

15

As of

Q4 2025

New Positions

7

Closed Positions

4

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
LQDAPut

LIQUIDIA CORPORATION

4,207,449$145.1B
41.73%
2

ESTABLISHMENT LABS HLDGS INC

1,130,460$82.4B
23.69%
3

ROOT INC

235,000$17.0B
4.88%
4

DAVE INC

70,000$15.5B
4.46%
5

TURNING PT BRANDS INC

127,000$13.8B
3.96%
6

OPORTUN FINL CORP

2,568,300$13.6B
3.91%
7

SUPER GROUP SGHC LIMITED

940,000$11.2B
3.23%
8

GEO GROUP INC NEW

650,000$10.5B
3.01%
9

CELSIUS HLDGS INC

210,000$9.6B
2.76%
10

EHEALTH INC

1,408,975$6.5B
1.86%

Quarterly Changes

Top Buys

ROOT↑ Increased
$11.6B
CELHNEW
$9.6B
DAVE↑ Increased
$7.9B
LRNNEW
$5.8B
ADMANEW
$5.5B

Top Sells

LQDA↓ Decreased
$46.4B
ESTA↓ Decreased
$29.3B
ODP1CLOSED
$14.9B
MLYS↓ Decreased
$7.7B
BTUCLOSED
$6.2B

New Positions (4)

$9.6B · 210K shares
$5.8B · 90K shares
$5.5B · 300K shares
$3.0B · 231K shares

Closed Positions (3)

$14.9B · 534K shares
$6.2B · 235K shares
$4.3B · 54K shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare7$254.8B73.3%
Financial Services3$37.0B10.7%
Consumer Defensive3$29.2B8.4%
Technology1$15.5B4.5%
Consumer Cyclical1$11.2B3.2%