BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener Research
Sign in Register
Portfolio (Quarterly) Guide ↗

Spruce Point Capital Management, LLC

· CIK 0001731579
13F Portfolio $91M AUM 24 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 5 Added 6 Reduced 3 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AIRR FIRST TR EXCHANGE TRADED FD 4,347.0 $482K 0.53% $110.78 +10.6%
22 IYT ISHARES TR 6,200.0 $463K 0.51% -2K -27.1% $74.60 +6.8%
23 PUT NOVA MINERALS LTD 76,100.0 $447K 0.49% NEW $5.87
24 URA GLOBAL X FDS 8,000.0 $387K 0.43% -25K -75.7% $48.43 -2.5%
Page 2 of 2  ·  24 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
Financial Services 82.0%
Consumer Defensive 12.0%
Industrials 6.0%