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Portfolio (Quarterly) Guide ↗

Massar Capital Management, LP

· CIK 0002037238
13F Portfolio $1.0B AUM 265 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 265 New
Page 10 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CARNIVAL CORP LTD 12,498.0 $357K 0.04% NEW $28.57
182 HOOD ROBINHOOD MKTS INC Financial Services 3,540.0 $355K 0.04% NEW $100.28 -4.0%
183 CELH CELSIUS HLDGS INC Consumer Defensive 12,007.0 $352K 0.03% NEW $29.28 +2.3%
184 GLW CORNING INC Technology 1,376.0 $351K 0.03% NEW $255.43 -32.2%
185 ACH ACCENDRA HEALTH INC Healthcare 102,190.0 $349K 0.03% NEW $3.42 -68.7%
186 KDEF EXCHANGE LISTED FDS TR 8,414.0 $341K 0.03% NEW $40.50 +13.2%
187 KEYS KEYSIGHT TECHNOLOGIES INC Technology 966.0 $338K 0.03% NEW $350.07 +3.2%
188 MDA MDA SPACE LTD Technology 8,160.0 $337K 0.03% NEW $41.28 -14.6%
189 COCO VITA COCO CO INC Consumer Defensive 5,084.0 $336K 0.03% NEW $66.14 -1.0%
190 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 864.0 $329K 0.03% NEW $380.37 -13.9%
191 IREN IREN LIMITED Financial Services 7,178.0 $328K 0.03% NEW $45.73 -1.8%
192 TRMD TORM PLC Energy 12,585.0 $328K 0.03% NEW $26.06 +17.5%
193 LRCX LAM RESEARCH CORP Technology 756.0 $328K 0.03% NEW $433.33 -20.7%
194 XHR XENIA HOTELS & RESORTS INC Real Estate 15,891.0 $324K 0.03% NEW $20.36 -6.3%
195 OKEANIS ECO TANKERS COR 6,387.0 $320K 0.03% NEW $50.12
196 COHR COHERENT CORP Technology 801.0 $316K 0.03% NEW $394.47 -11.0%
197 VIKING HOLDINGS LTD 3,014.0 $315K 0.03% NEW $104.67
198 TER TERADYNE INC Technology 638.0 $309K 0.03% NEW $483.84 -8.4%
199 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,129.0 $307K 0.03% NEW $271.95 +4.0%
200 CRS CARPENTER TECHNOLOGY CORP Industrials 475.0 $293K 0.03% NEW $616.84 -12.1%
Page 10 of 14  ·  265 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 34.3%
Healthcare 17.3%
Financial Services 9.2%
Consumer Cyclical 8.9%
Basic Materials 7.6%
Industrials 5.6%
Real Estate 5.0%
Consumer Defensive 3.7%
Energy 3.6%
Communication Services 2.7%