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Portfolio (Quarterly) Guide ↗

Dockside LLC

· CIK 0002074563
13F Portfolio $397M AUM 177 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 177 New 183 Exited
Page 3 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 HST HOST HOTELS & RESORTS INC Real Estate 162,903 $2.9M 0.74% SOLD
42 FR FIRST INDL RLTY TR INC Real Estate 47,827 $2.7M 0.70% SOLD
43 UNM UNUM GROUP Financial Services 34,300 $2.7M 0.68% SOLD
44 LYV LIVE NATION ENTERTAINMENT IN Communication Services 18,467 $2.6M 0.68% SOLD
45 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 10,138 $2.6M 0.67% SOLD
46 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 85,743 $2.5M 0.65% SOLD
47 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 32,834 $2.5M 0.64% SOLD
48 AXS AXIS CAP HLDGS LTD Financial Services 22,769 $2.4M 0.63% SOLD
49 SHOP SHOPIFY INC Technology 14,993 $2.4M 0.62% SOLD
50 SAIA SAIA INC Industrials 7,364 $2.4M 0.62% SOLD
51 PPL PPL CORP Utilities 68,400 $2.4M 0.61% SOLD
52 TRV TRAVELERS COMPANIES INC Financial Services 8,247 $2.4M 0.61% SOLD
53 GEV GE VERNOVA INC Utilities 3,658 $2.4M 0.61% SOLD
54 WEC WEC ENERGY GROUP INC Utilities 22,192 $2.3M 0.60% SOLD
55 DASH DOORDASH INC Communication Services 10,221 $2.3M 0.59% SOLD
56 HD HOME DEPOT INC Consumer Cyclical 6,626 $2.3M 0.58% SOLD
57 SHW SHERWIN WILLIAMS CO Basic Materials 6,842 $2.2M 0.57% SOLD
58 PSA PUBLIC STORAGE OPER CO Real Estate 8,524 $2.2M 0.57% SOLD
59 BUNGE GLOBAL SA 24,824 $2.2M 0.57% SOLD
60 BURL BURLINGTON STORES INC Consumer Cyclical 7,371 $2.1M 0.55% SOLD
Page 3 of 10  ·  183 positions