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Portfolio (Quarterly) Guide ↗

Skaana Management L.P.

· CIK 0001860998
13F Portfolio $296M AUM 158 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 158 New 72 Exited
Page 1 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CORE SCIENTIFIC INC NEW 5,792,216.0 $50.6M 17.12% NEW $8.74
2 CENTERPOINT ENERGY INC CONV PFD TAXBL 547,261.0 $21.8M 7.37% NEW $39.84
3 AAUC 8 3/4 09/07/28 10,550,000.0 $21.2M 7.16% NEW $2.01
4 OCCIDENTAL PETE CORP 458,231.0 $19.7M 6.65% NEW $42.90
5 ALBEMARLE CORP 157,615.0 $11.3M 3.81% NEW $71.50
6 BANK AMERICA CORP 8,822.0 $10.4M 3.52% NEW $1181.70
7 SHIFT4 PMTS INC 173,150.0 $9.4M 3.17% NEW $54.09
8 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 12,500.0 $8.1M 2.75% NEW $650.34 +14.4%
9 FOUR PUT SHIFT4 PMTS INC Technology 148,700.0 $6.5M 2.20% NEW $43.73 -11.8%
10 CLOUDFLARE INC 5,500,000.0 $6.5M 2.18% NEW $1.17
11 TXNM ENERGY INC 4,457,000.0 $6.0M 2.02% NEW $1.34
12 STARWOOD PPTY TR INC 5,665,000.0 $5.8M 1.95% NEW $1.02
13 DUKE ENERGY CORP NEW 4,326,000.0 $4.8M 1.61% NEW $1.10
14 CORZ PUT CORE SCIENTIFIC INC NEW Technology 313,600.0 $4.7M 1.59% NEW $14.96 +94.4%
15 ASTS AST SPACEMOBILE INC Technology 55,698.0 $4.6M 1.56% NEW $82.87 -11.7%
16 HTZ 5 1/2 10/01/30 6,250,000.0 $3.8M 1.27% NEW $0.60
17 VOYG 3/4 11/15/30 3,598,000.0 $3.7M 1.25% NEW $1.03
18 JETBLUE AIRWAYS CORP 3,697,000.0 $3.6M 1.20% NEW $0.96
19 CLSK 0 02/15/32 5,000,000.0 $3.4M 1.14% NEW $0.67
20 PG&E CORP 73,162.0 $3.1M 1.06% NEW $42.93
Page 1 of 8  ·  158 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 74.4%
Industrials 17.6%
Financial Services 7.8%
Healthcare 0.2%