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Portfolio (Quarterly) Guide ↗

Clutterbuck Capital Management LLC

· CIK 0001517638
13F Portfolio $176M AUM 6 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 2 Added 1 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NN NEXTNAV Communication Services 8,964,292.0 $159.8M 90.61% -337K -3.6% $17.83 -13.9%
2 OMEROS CORP 4,169,000.0 $7.7M 4.39% $1.86
3 OMER OMEROS CORP Healthcare 450,000.0 $4.3M 2.43% +150K +50.0% $9.51 +95.7%
4 PUT NEXTNAV 6,180.0 $2.0M 1.16% NEW $330.63
5 SRG SERITAGE Real Estate 701,031.0 $1.8M 1.04% +149K +27.0% $2.63 -19.8%
6 CALL NEXTNAV 2,300.0 $659K 0.37% NEW $286.70

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 96.3%
Healthcare 2.6%
Real Estate 1.1%