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Portfolio (Quarterly) Guide ↗

Clearline Capital LP

· CIK 0001600136
13F Portfolio $2.0B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 103 New
Page 5 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GEO GEO GROUP INC NEW Industrials 134,268.0 $2.2M 0.11% NEW $16.12 +45.9%
82 EME EMCOR GROUP INC Industrials 3,384.0 $2.1M 0.10% NEW $611.79 +38.8%
83 QURE UNIQURE NV Healthcare 83,681.0 $2.0M 0.10% NEW $23.93 +1.1%
84 Q QNITY ELECTRONICS INC Technology 23,312.0 $1.9M 0.09% NEW $81.65 +92.2%
85 KYIV KYIVSTAR GROUP LTD Communication Services 146,129.0 $1.9M 0.09% NEW $12.98 +9.4%
86 EOSE EOS ENERGY ENTERPRISES INC Industrials 156,811.0 $1.8M 0.09% NEW $11.46 -29.7%
87 HD HOME DEPOT INC Consumer Cyclical 4,308.0 $1.5M 0.07% NEW $344.10 -9.0%
88 CBZ CBIZ INC Industrials 23,586.0 $1.2M 0.06% NEW $50.45 -36.1%
89 ENVIRI CORP 66,282.0 $1.2M 0.06% NEW $17.92
90 SAIC SCIENCE APPLICATIONS INTL CO Technology 11,297.0 $1.1M 0.06% NEW $100.66 -0.6%
91 TXMD THERAPEUTICSMD INC Healthcare 635,222.0 $1.0M 0.05% NEW $1.63 +30.1%
92 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 43,413.0 $912K 0.04% NEW $21.01 -5.1%
93 KBH KB HOME Consumer Cyclical 15,328.0 $865K 0.04% NEW $56.41 -13.8%
94 CMPR CIMPRESS PLC Communication Services 11,816.0 $787K 0.04% NEW $66.59 +53.8%
95 FTAI AVIATION LTD 3,491.0 $687K 0.03% NEW $196.85
96 COHR COHERENT CORP Technology 3,288.0 $607K 0.03% NEW $184.57 +104.6%
97 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 43,014.0 $534K 0.03% NEW $12.42 +21.6%
98 MNRO MONRO INC Consumer Cyclical 21,518.0 $431K 0.02% NEW $20.04 -16.4%
99 JACK JACK IN THE BOX INC Consumer Cyclical 12,826.0 $243K 0.01% NEW $18.95 -39.1%
100 AESI ATLAS ENERGY SOLUTIONS INC Energy 17,365.0 $164K 0.01% NEW $9.42 +102.4%
Page 5 of 6  ·  103 positions

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
Technology 46.5%
Industrials 13.1%
Utilities 7.6%
Communication Services 6.8%
Healthcare 6.3%
Consumer Cyclical 6.1%
Energy 5.0%
Consumer Defensive 3.4%
Basic Materials 2.4%
Real Estate 1.6%