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Portfolio (Quarterly) Guide ↗

Tannin Capital LLC

· CIK 0002110834
13F Portfolio $138M AUM 152 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 76 Added 33 Reduced 6 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AM ANTERO MIDSTREAM CORP Energy 9,829.0 $224K 0.16% NEW $22.80 -1.6%
22 FLR FLUOR CORP Industrials 4,675.0 $218K 0.16% NEW $46.65 +7.9%
23 IXUS ISHARES TR 2,312.0 $200K 0.14% NEW $86.64 +8.9%
Page 2 of 2  ·  23 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
Technology 24.2%
Financial Services 22.0%
Industrials 13.1%
Communication Services 9.9%
Healthcare 9.2%
Consumer Cyclical 7.0%
Consumer Defensive 6.0%
Energy 5.0%
Utilities 2.4%
Basic Materials 0.6%