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Portfolio (Quarterly) Guide ↗

Dockside LLC

· CIK 0002074563
13F Portfolio $427M AUM 184 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 184 New 177 Exited
Page 5 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 TJX PUT TJX COS INC NEW Consumer Cyclical 11,821 $1.9M 0.47% SOLD
82 PUT CORPAY INC 6,474 $1.9M 0.47% SOLD
83 PCG PUT PG&E CORP Utilities 105,768 $1.9M 0.47% SOLD
84 LNT PUT ALLIANT ENERGY CORP Utilities 25,518 $1.8M 0.46% SOLD
85 WEC PUT WEC ENERGY GROUP INC Utilities 15,730 $1.8M 0.46% SOLD
86 SHW PUT SHERWIN WILLIAMS CO Basic Materials 5,580 $1.8M 0.45% SOLD
87 XPRO PUT EXPRO GROUP HOLDINGS NV Energy 101,772 $1.8M 0.45% SOLD
88 NET PUT CLOUDFLARE INC Technology 8,540 $1.8M 0.44% SOLD
89 INVH PUT INVITATION HOMES INC Real Estate 70,842 $1.8M 0.44% SOLD
90 PBF PUT PBF ENERGY INC Energy 36,920 $1.8M 0.44% SOLD
91 RNR PUT RENAISSANCERE HLDGS LTD Financial Services 5,703 $1.7M 0.43% SOLD
92 DASH PUT DOORDASH INC Communication Services 11,214 $1.7M 0.42% SOLD
93 NE PUT NOBLE CORP PLC Energy 33,878 $1.7M 0.42% SOLD
94 PARR PUT PAR PAC HOLDINGS INC Energy 26,526 $1.7M 0.42% SOLD
95 PUT TOTALENERGIES SE 18,238 $1.7M 0.42% SOLD
96 ETN PUT EATON CORP PLC Industrials 4,390 $1.6M 0.40% SOLD
97 PUT OUTFRONT MEDIA INC 58,932 $1.6M 0.39% SOLD
98 TMUS PUT T-MOBILE US INC Communication Services 7,254 $1.5M 0.38% SOLD
99 DDOG PUT DATADOG INC Technology 12,870 $1.5M 0.38% SOLD
100 VST PUT VISTRA CORP Utilities 9,852 $1.5M 0.37% SOLD
Page 5 of 9  ·  177 positions
Sector Allocation
Energy 23.3%
Financial Services 20.8%
Technology 12.7%
Utilities 11.5%
Real Estate 10.9%
Consumer Cyclical 6.7%
Industrials 5.4%
Communication Services 3.6%
Basic Materials 3.2%
Consumer Defensive 1.5%