Slate Path Capital LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$6.5T
Holdings
51
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (51 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HPEHEWLETT PACKARD ENTERPRISE C | 17,509,142 | $430.0B | 6.65% | |
| 2 | UUNITY SOFTWARE INC | 10,690,852 | $428.1B | 6.62% | |
| 3 | UNPUNION PAC CORP | 1,631,600 | $385.7B | 5.97% | |
| 4 | EQTEQT CORP | 5,939,588 | $323.3B | 5.00% | |
| 5 | SNDKSANDISK CORP | 2,693,657 | $302.2B | 4.68% | |
| 6 | AMRZAMRIZE LTD | 6,122,319 | $297.1B | 4.60% | |
| 7 | RKTROCKET COS INC | 13,795,000 | $267.3B | 4.14% | |
| 8 | CLFCLEVELAND-CLIFFS INC NEW | 19,753,245 | $241.0B | 3.73% | |
| 9 | WBDWARNER BROS DISCOVERY INC | 11,804,700 | $230.5B | 3.57% | |
| 10 | NUENUCOR CORP | 1,537,300 | $208.2B | 3.22% | |
| 11 | NOKNOKIA CORP | 36,887,202 | $177.4B | 2.75% | |
| 12 | ARWRARROWHEAD PHARMACEUTICALS IN | 4,982,000 | $171.8B | 2.66% | |
| 13 | EXEEXPAND ENERGY CORPORATION | 1,615,714 | $171.7B | 2.66% | |
| 14 | WDCWESTERN DIGITAL CORP | 1,416,237 | $170.0B | 2.63% | |
| 15 | TEVATEVA PHARMACEUTICAL INDS LTD | 7,927,998 | $160.1B | 2.48% | |
| 16 | STXSEAGATE TECHNOLOGY HLDNGS PL | 658,867 | $155.5B | 2.41% | |
| 17 | GTLBGITLAB INC | 3,155,000 | $142.2B | 2.20% | |
| 18 | UPSTUPSTART HLDGS INC | 2,731,974 | $138.8B | 2.15% | |
| 19 | IPINTERNATIONAL PAPER CO | 2,817,750 | $130.7B | 2.02% | |
| 20 | PAASPAN AMERN SILVER CORP | 3,194,800 | $123.7B | 1.91% | |
| 21 | AERAERCAP HOLDINGS NV | 1,021,644 | $123.6B | 1.91% | |
| 22 | AALAMERICAN AIRLS GROUP INC | 9,981,794 | $112.2B | 1.74% | |
| 23 | PSKYPARAMOUNT SKYDANCE CORP | 5,925,693 | $112.1B | 1.73% | |
| 24 | UALUNITED AIRLS HLDGS INC | 1,158,172 | $111.8B | 1.73% | |
| 25 | COINCOINBASE GLOBAL INC | 326,180 | $110.1B | 1.70% | |
| 26 | DALDELTA AIR LINES INC DEL | 1,734,648 | $98.4B | 1.52% | |
| 27 | GEVGE VERNOVA INC | 137,358 | $84.5B | 1.31% | |
| 28 | GLWCORNING INC | 1,024,200 | $84.0B | 1.30% | |
| 29 | BBARRICK MNG CORP | 2,549,834 | $83.6B | 1.29% | |
| 30 | NEMNEWMONT CORP | 974,212 | $82.1B | 1.27% | |
| 31 | GEGE AEROSPACE | 256,792 | $77.2B | 1.20% | |
| 32 | APTVAPTIV PLC | 894,000 | $77.1B | 1.19% | |
| 33 | STNESTONECO LTD | 3,778,541 | $71.5B | 1.11% | |
| 34 | WHRWHIRLPOOL CORP | 830,000 | $65.2B | 1.01% | |
| 35 | GFSGLOBALFOUNDRIES INC | 1,769,100 | $63.4B | 0.98% | |
| 36 | DOWDOW INC | 2,465,500 | $56.5B | 0.87% | |
| 37 | LYBLYONDELLBASELL INDUSTRIES N | 1,126,800 | $55.3B | 0.85% | |
| 38 | SNAPSNAP INC | 6,706,200 | $51.7B | 0.80% | |
| 39 | RUNSUNRUN INC | 2,733,850 | $47.3B | 0.73% | |
| 40 | TWLOTWILIO INC | 454,900 | $45.5B | 0.70% | |
| 41 | JHXJAMES HARDIE INDS PLC | 2,281,066 | $43.8B | 0.68% | |
| 42 | UWMCUWM HOLDINGS CORPORATION | 4,654,000 | $28.3B | 0.44% | |
| 43 | TVRDTVARDI THERAPEUTICS INC | 704,118 | $27.4B | 0.42% | |
| 44 | OUSTOUSTER INC | 829,000 | $22.4B | 0.35% | |
| 45 | SBSWSIBANYE STILLWATER LTD | 1,919,000 | $21.6B | 0.33% | |
| 46 | NYTNEW YORK TIMES CO | 276,339 | $15.9B | 0.25% | |
| 47 | LENLENNAR CORP | 124,102 | $15.6B | 0.24% | |
| 48 | NAMSNEWAMSTERDAM PHARMA COMPANY | 319,000 | $9.1B | 0.14% | |
| 49 | SWSMURFIT WESTROCK PLC | 187,000 | $8.0B | 0.12% | |
| 50 | FLBSTANDARD BIOTOOLS INC | 1,615,000 | $2.1B | 0.03% | |
| 51 | AUROWAURORA INNOVATION INC | 437,500 | $253.8M | 0.00% |