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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 2 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO PUT BROADCOM INC Technology 14,976.0 $4.6M 1.17% NEW $309.51 +22.8%
22 ICE PUT INTERCONTINENTAL EXCHANGE IN Financial Services 27,540.0 $4.3M 1.09% NEW $157.28 -15.4%
23 PUT LIBERTY MEDIA CORP DEL 46,631.0 $4.0M 1.00% NEW $85.02
24 PSA PUT PUBLIC STORAGE OPER CO Real Estate 14,314.0 $3.9M 0.98% NEW $270.88 +18.6%
25 SEI PUT SOLARIS ENERGY INFRAS INC Energy 66,504.0 $3.8M 0.95% NEW $56.51 +37.9%
26 SPOT PUT SPOTIFY TECHNOLOGY S A Communication Services 7,695.0 $3.7M 0.94% NEW $484.91 -6.1%
27 MCO PUT MOODYS CORP Financial Services 8,441.0 $3.7M 0.93% NEW $436.25 +1.8%
28 H PUT HYATT HOTELS CORP Consumer Cyclical 25,507.0 $3.7M 0.92% NEW $143.79 +37.7%
29 PCTY PUT PAYLOCITY HLDG CORP Technology 31,926.0 $3.4M 0.87% NEW $108.04 -6.6%
30 MLM PUT MARTIN MARIETTA MATLS INC Basic Materials 5,852.0 $3.4M 0.87% NEW $588.68 +2.6%
31 SU PUT SUNCOR ENERGY INC NEW Energy 50,692.0 $3.4M 0.84% NEW $66.11 -14.5%
32 BURL PUT BURLINGTON STORES INC Consumer Cyclical 10,180.0 $3.3M 0.83% NEW $325.38 +2.1%
33 ADI PUT ANALOG DEVICES INC Technology 10,123.0 $3.2M 0.81% NEW $318.14 +28.0%
34 SAIA PUT SAIA INC Industrials 9,096.0 $3.2M 0.80% NEW $351.28 +22.7%
35 CB PUT CHUBB LTD SWITZ Financial Services 9,586.0 $3.1M 0.79% NEW $325.93 +1.9%
36 AON PUT AON PLC Financial Services 9,592.0 $3.1M 0.78% NEW $322.78 -0.6%
37 CTRE PUT CARETRUST REIT INC Real Estate 84,237.0 $3.1M 0.78% NEW $36.65 +5.9%
38 WFRD PUT WEATHERFORD INTL PLC Energy 32,352.0 $3.1M 0.77% NEW $94.58 -3.0%
39 SNPS PUT SYNOPSYS INC Technology 7,624.0 $3.0M 0.76% NEW $396.48 +16.4%
40 WPC PUT WP CAREY INC Real Estate 43,956.0 $3.0M 0.75% NEW $67.96 +5.1%
Page 2 of 9  ·  177 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.