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Portfolio (Quarterly) Guide ↗

Carnegie Lake Advisors LLC

· CIK 0002043591
13F Portfolio $252M AUM 167 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 19 Added 61 Reduced 9 Exited
Page 9 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PCT PURECYCLE TECHNOLOGIES INC Industrials 22,050.0 $114K 0.04% +11K +101.4% $5.19 +48.3%
162 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 21,663.0 $110K 0.04% $5.10 -5.8%
163 VSTS VESTIS CORPORATION Industrials 12,475.0 $98K 0.04% $7.86 +75.4%
164 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 10,825.0 $91K 0.04% -1K -9.8% $8.45 +22.5%
165 GCV GABELLI CONV & INC SECS FD I Financial Services 19,000.0 $81K 0.03% -500.0 -2.6% $4.28 +8.5%
166 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 14,080.0 $66K 0.03% NEW $4.68 -7.9%
167 QYLD CALL GLOBAL X FDS 225,000.0 $39K 0.01% NEW $0.17 +10383.8%
Page 9 of 9  ·  167 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
Healthcare 20.4%
Technology 15.9%
Financial Services 13.3%
Industrials 13.2%
Consumer Defensive 8.7%
Communication Services 8.0%
Energy 6.9%
Consumer Cyclical 6.8%
Real Estate 3.7%
Basic Materials 2.4%