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Portfolio (Quarterly) Guide ↗

EntryPoint Capital, LLC

· CIK 0001992519
13F Portfolio $412M AUM 768 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 271 New 170 Added 164 Reduced 234 Exited
Page 39 of 39  ·  768 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ENCORE ENERGY CORP 44,615.0 $58K 0.01% -10K -18.2% $1.31
762 CDZI CADIZ INC Utilities 13,981.0 $58K 0.01% NEW $4.18 -3.6%
763 FOSL FOSSIL GROUP INC Consumer Cyclical 12,810.0 $53K 0.01% NEW $4.14 +30.9%
764 ABEV AMBEV SA Consumer Defensive 16,169.0 $51K 0.01% $3.14 -7.8%
765 SNAP SNAP INC Communication Services 10,961.0 $49K 0.01% NEW $4.44 +22.0%
766 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 11,916.0 $40K 0.01% -60K -83.5% $3.34 -12.7%
767 BDN BRANDYWINE RLTY TR Real Estate 12,302.0 $39K 0.01% $3.17 +1.7%
768 CHRS COHERUS ONCOLOGY INC Healthcare 24,377.0 $34K 0.01% NEW $1.40 +2.9%
Page 39 of 39  ·  768 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
Industrials 18.4%
Financial Services 17.5%
Healthcare 14.4%
Technology 12.3%
Consumer Cyclical 9.5%
Real Estate 7.8%
Consumer Defensive 4.4%
Utilities 4.4%
Energy 4.3%
Basic Materials 3.9%