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Portfolio (Quarterly) Guide ↗

CIBRA Capital Ltd

· CIK 0002060725
13F Portfolio $207M AUM 25 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 5 Added 1 Reduced 12 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ENVIRI CORP 109,394.0 $2.1M 1.04% NEW $19.62
22 APLS APELLIS PHARMACEUTICALS INC Healthcare 50,000.0 $2.0M 0.97% NEW $40.23 +2.0%
23 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 5,962.0 $546K 0.26% NEW $91.64 +3.7%
24 SNCY SUN CTRY AIRLS HLDGS INC Industrials 22,518.0 $372K 0.18% NEW $16.52 -2.1%
25 AVO MISSION PRODUCE INC Consumer Defensive 26,778.0 $368K 0.18% NEW $13.76 -16.9%
Page 2 of 2  ·  25 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 60.1%
Communication Services 10.0%
Technology 9.2%
Industrials 5.9%
Financial Services 4.8%
Energy 3.2%
Utilities 2.3%
Basic Materials 2.1%
Consumer Cyclical 2.0%
Consumer Defensive 0.3%