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Portfolio (Quarterly) Guide ↗

Militia Capital Partners, LP

· CIK 0001837496
13F Portfolio $263M AUM 198 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 78 New 49 Added 24 Reduced 52 Exited
Page 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 CAT CATERPILLAR INC Industrials 1,600 $763K 0.35% SOLD
22 FCRS FURECREST ACQUISITION CORP Financial Services 67,200 $712K 0.33% SOLD
23 COIN COINBASE GLOBAL INC Financial Services 2,000 $675K 0.31% SOLD
24 WHEELS UP EXPERIENCE INC 349,794 $644K 0.30% SOLD
25 DEPOT INC 194,148 $596K 0.28% SOLD
26 GEO GEO GROUP INC NEW Industrials 28,600 $586K 0.27% SOLD
27 AEXA AMERICAN EXCEPTIONALISM ACQU Financial Services 48,300 $528K 0.24% SOLD
28 ETN EATON CORP PLC Industrials 1,400 $524K 0.24% SOLD
29 SNAP CALL SNAP INC Communication Services 762,000 $514K 0.24% SOLD
30 GRND GRINDR INC Technology 30,000 $451K 0.21% SOLD
31 MSGE CALL SPHERE ENTERTAINMENT CO Communication Services 75,000 $450K 0.21% SOLD
32 XPOF XPONENTIAL FITNESS INC Consumer Cyclical 56,700 $442K 0.20% SOLD
33 HPP HUDSON PAC PPTYS INC Real Estate 153,100 $423K 0.20% SOLD
34 LPRO OPEN LENDING CORP Financial Services 200,000 $422K 0.20% SOLD
35 BRBR BELLRING BRANDS INC Consumer Defensive 11,100 $403K 0.19% SOLD
36 FLNC FLUENCE ENERGY INC Utilities 36,300 $392K 0.18% SOLD
37 WYFI WHITEFIBER INC Technology 12,000 $326K 0.15% SOLD
38 KWEB CALL KRANESHARES TRUST 159,800 $319K 0.15% SOLD
39 APEI AMERICAN PUB ED INC Consumer Defensive 7,432 $293K 0.14% SOLD
40 CAE CAE INC Industrials 9,700 $288K 0.13% SOLD
Page 2 of 3  ·  52 positions
Sector Allocation
Financial Services 23.4%
Technology 14.5%
Energy 12.7%
Industrials 12.0%
Healthcare 11.8%
Consumer Cyclical 9.5%
Communication Services 6.6%
Real Estate 4.0%
Consumer Defensive 3.9%
Basic Materials 1.5%