Portfolio (Quarterly) Guide ↗

MAC Alpha Capital Management, LP

· CIK 0002111003

13F Portfolio $171M AUM 21 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 9 Added 10 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	SEALED AIR CORP NEW	—	216,493	$9.0M	4.93%	SOLD

Sector Allocation

Basic Materials 36.8%

Consumer Cyclical 20.3%

Consumer Defensive 19.8%

Industrials 8.0%

Energy 7.7%

Technology 7.5%