Flat Footed LLC

CIK: 0001799456SEC EDGAR →

Portfolio Value

$914.8M

Holdings

28

As of

Q4 2025

New Positions

4

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

CORE NATURAL RESOURCES INC

1,387,111$122.8M
13.42%
2
HYGPut

ISHARES TR

1,444,800$116.5M
12.73%
3

DIVERSIFIED HEALTHCARE TR

23,487,002$113.9M
12.45%
4
TSLAPut

TESLA INC

224,000$100.7M
11.01%
5

BROOKDALE SR LIVING INC

8,497,561$91.7M
10.02%
6
CVNAPut

CARVANA CO

106,500$44.9M
4.91%
7

BROOKDALE SR LIVING INC

30,834,000$42.9M
4.69%
8
MARPut

MARRIOTT INTL INC NEW

121,900$37.8M
4.13%
9
HLTPut

HILTON WORLDWIDE HLDGS INC

115,500$33.2M
3.63%
10
WELLPut

WELLTOWER INC

165,000$30.6M
3.35%

Quarterly Changes

Top Buys

CNRNEW
$122.8M
CVNANEW
$44.9M
MARNEW
$37.8M
HLTNEW
$33.2M

Top Sells

CNRCLOSED
$166.0M
HYG↓ Decreased
$61.2M
MATXCLOSED
$33.0M
JBSCLOSED
$22.9M
B7S↓ Decreased
$15.9M

New Positions (13)

$122.8M · 1.4M shares
$44.9M · 107K shares
$42.9M · 30.8M shares
$37.8M · 122K shares
$33.2M · 116K shares
$25.7M · 92K shares
$17.1M · 130K shares
$14.6M · 400K shares
$9.5M · 357K shares
$8.1M · 5.6M shares
$5.9M · 664K shares
$3.7M · 60K shares
$3.1M · 33K shares

Closed Positions (6)

$166.0M · 2.0M shares
$33.0M · 335K shares
$22.9M · 1.5M shares
$12.2M · 470K shares
$8.0M · 1.2M shares
$1.3M · 30K shares

Sector Breakdown

Sector# HoldingsValue%
Consumer Cyclical7$260.7M28.5%
Energy3$148.2M16.2%
Financial Services3$141.7M15.5%
Unknown4$136.6M14.9%
Technology2$132.8M14.5%
Real Estate5$60.7M6.6%
Industrials3$23.9M2.6%
Healthcare1$10.1M1.1%