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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 11 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FTRE FORTREA HLDGS INC Healthcare 16,798.0 $292K 0.03% NEW $17.40 +4.0%
202 BAP CREDICORP LTD Financial Services 739.0 $288K 0.03% NEW $389.58 -2.9%
203 NIC NICOLET BANKSHARES INC Financial Services 1,654.0 $274K 0.03% NEW $165.39 +7.6%
204 ASML ASML HLDG NV Technology 135.0 $269K 0.03% NEW $1989.44 -5.3%
205 BRKR BRUKER CORP Healthcare 4,446.0 $268K 0.03% NEW $60.18 -4.2%
206 XME SPDR SERIES TRUST 2,498.0 $267K 0.03% NEW $106.93 +10.4%
207 GEF GREIF INC Consumer Cyclical 3,583.0 $267K 0.03% NEW $74.49 +17.3%
208 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 8,921.0 $266K 0.03% NEW $29.78 -17.4%
209 DDOG DATADOG INC Technology 1,011.0 $263K 0.03% NEW $260.36 -5.0%
210 ARKG ARK ETF TR 6,250.0 $263K 0.03% NEW $42.06 +4.7%
211 TD TORONTO DOMINION BK ONT Financial Services 2,161.0 $262K 0.03% NEW $121.43 +2.4%
212 KRE SPDR SERIES TRUST 3,503.0 $262K 0.03% NEW $74.85 +3.4%
213 VRT VERTIV HOLDINGS CO Industrials 780.0 $261K 0.03% NEW $334.82 -12.7%
214 PL PLANET LABS PBC Industrials 7,818.0 $259K 0.03% NEW $33.13 -26.4%
215 NPK INTERNATIONAL INC 16,109.0 $256K 0.03% NEW $15.91
216 VPG VISHAY PRECISION GROUP INC Technology 1,696.0 $254K 0.03% NEW $149.91 -49.1%
217 VSTS VESTIS CORPORATION Industrials 17,353.0 $252K 0.02% NEW $14.52 -7.6%
218 ABCB AMERIS BANCORP Financial Services 2,759.0 $249K 0.02% NEW $90.26 -1.4%
219 MXL MAXLINEAR INC Technology 1,945.0 $249K 0.02% NEW $128.03 -33.8%
220 ATI ATI INC Industrials 1,261.0 $249K 0.02% NEW $197.10 +17.6%
Page 11 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%