Troluce Capital Advisors LLC
- SEC CIK
- 0001910321
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 10
- −11 vs. Q3 2025
- Portfolio value
- $135.4M
- −$146.8M (−52.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COFCapital One Financial Corp | Stock | 140,000 | $33.9M | 25.1% | −51,000−26.7% | Reduced | History |
| BATRKAtlanta Braves Holdings, Inc. | COM SER C | 533,416 | $21.0M | 15.5% | +533,416 | New | History |
| MIRMirion Technologies, Inc. | COM CL A | 850,000 | $19.9M | 14.7% | +850,000 | New | History |
| PRMBPrimo Brands Corp | CLASS A COM SHS | 956,000 | $15.6M | 11.5% | +456,000+91.2% | Added | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 150,000 | $14.8M | 10.9% | +50,000+50.0% | Added | History |
| HONHoneywell International Inc | COM | 50,000 | $9.75M | 7.2% | −12,500−20.0% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 20,000 | $6.92M | 5.1% | +20,000 | New | History |
| Cleanspark, Inc.18452BAC4 | NOTE 6/1 | – | $6.12M | 4.5% | – | New | – |
| GHRSGH Research PLC | ORDINARY SHARES | 373,212 | $4.74M | 3.5% | +326,490+698.8% | Added | History |
| MUMicron Technology Inc | Stock | 9,000 | $2.57M | 1.9% | +9,000 | New | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Golar LNG LtdG9456A900 | CALL | – | $22.3M |
Sold out since Q3 2025 (16)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| FLRFluor Corp | Stock | 1,000,000 | $42.1M | 14.9% | History |
| DDDuPont de Nemours, Inc. | COM | 400,000 | $31.2M | 11.0% | History |
| ECHOEchoStar CORP | CL A | 311,346 | $23.8M | 8.4% | History |
| AMCRAmcor plc | ORD | 2,150,000 | $17.6M | 6.2% | History |
| SAROStandardAero, Inc. | COM | 625,000 | $17.1M | 6.0% | History |
| EQIXEquinix Inc | COM | 15,000 | $11.7M | 4.2% | History |
| UHAL.BU-Haul Holding Co | COM SER N | 220,000 | $11.2M | 4.0% | History |
| RALRalliant Corp | Stock | 225,000 | $9.84M | 3.5% | History |
| KDPKeurig Dr Pepper Inc. | COM | 331,400 | $8.45M | 3.0% | History |
| CTRICenturi Holdings, Inc. | COM SHS | 325,000 | $6.88M | 2.4% | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 30,000 | $5.96M | 2.1% | History |
| HPPHudson Pacific Properties, Inc. | COM | 2,000,000 | $5.52M | 2.0% | History |
| KVUEKenvue Inc. | Stock | 325,000 | $5.27M | 1.9% | History |
| RGLDRoyal Gold Inc | Stock | 25,000 | $5.01M | 1.8% | History |
| VSTSVestis Corp | COM SHS | 617,290 | $2.80M | 1.0% | History |
| BABoeing Co | Stock | 8,900 | $1.92M | 0.7% | History |