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Portfolio (Quarterly) Guide ↗

LECAP ASSET MANAGEMENT LTD

· CIK 0001990849
13F Portfolio $233M AUM 254 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 131 New 41 Added 81 Reduced 144 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 7,087.0 $370K 0.16% +948.0 +15.4% $52.17 -2.5%
Page 3 of 3  ·  41 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 25.7%
Financial Services 19.1%
Industrials 15.2%
Consumer Cyclical 12.3%
Healthcare 8.7%
Consumer Defensive 8.0%
Real Estate 7.6%
Communication Services 2.9%
Utilities 0.4%
Energy 0.2%