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Sonic GP LLC

SEC CIK
0001964290
Latest filing
Feb 14, 2025

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
23
−1 vs. Q2 2023
Portfolio value
$103.0M
−$46.8M (−31.2%) vs. Q2 2023
Filed
Nov 14, 2023
SEC
Holdings of Sonic GP LLC in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
FENCFennec Pharmaceuticals Inc.COM2,407,357$18.1M17.5%00.0%UnchangedHistory
MANUManchester United plcORD CL A550,000$10.9M10.6%−200,000−26.7%ReducedHistory
RGNXREGENXBIO Inc.COM518,079$8.53M8.3%−225,000−30.3%ReducedHistory
FLYYSpirit Aviation Holdings, Inc.COM500,000$8.25M8.0%−100,000−16.7%ReducedHistory
BHFBrighthouse Financial, Inc.COM160,000$7.83M7.6%−40,000−20.0%ReducedHistory
ASTLAlgoma Steel Group Inc.COM1,100,000$7.48M7.3%−100,000−8.3%ReducedHistory
UALUnited Airlines Holdings, Inc.COM171,785$7.27M7.1%00.0%UnchangedHistory
PRKSUnited Parks & Resorts Inc.COM150,000$6.94M6.7%00.0%UnchangedHistory
FUNSix Flags Entertainment CorporationDEPOSITRY UNIT140,000$5.18M5.0%−10,000−6.7%ReducedHistory
GNWGenworth Financial IncCOM SHS833,830$4.89M4.7%00.0%UnchangedHistory
CCitigroup IncStock100,740$4.14M4.0%00.0%UnchangedHistory
SPNTSiriusPoint LtdCOM302,185$3.07M3.0%−200,000−39.8%ReducedHistory
ADVMAdverum Biotechnologies, Inc.COM2,000,000$3.00M2.9%00.0%UnchangedHistory
HAHawaiian Holdings IncCOM300,000$1.90M1.8%00.0%UnchangedHistory
VIRTVirtu Financial, Inc.CL A100,000$1.73M1.7%00.0%UnchangedHistory
AUIDauthID Inc.COM125,000$968.8K0.9%00.0%UnchangedConverted for a 1-for-8 splitHistory
TROXTronox Holdings plcSHS63,055$847.5K0.8%00.0%UnchangedHistory
REEAFREE Automotive Ltd.CLASS A ORD SHS3,920,212$574.7K0.6%00.0%UnchangedHistory
GOTUGaotu Techedu Inc.SPONSORED ADS200,000$552.0K0.5%+200,000NewHistory
ASTLWAlgoma Steel Group Inc.*W EXP 10/19/202279,995$341.6K0.3%00.0%UnchangedHistory
QUREuniQure N.V.SHS50,000$335.5K0.3%00.0%UnchangedHistory
CVMCel Sci CorpCOM PAR NEW100,000$125.0K0.1%+100,000NewHistory
SCUSculptor Capital Management, Inc.COM CL A10,058$116.7K0.1%+10,058NewHistory

Sold out since Q2 2023 (4)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Sonic GP LLC sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
XUnited States Steel CorpCOM300,000$7.50M5.0%History
EPDEnterprise Products Partners L.P.Stock200,000$5.27M3.5%History
BPBP PLCADR100,000$3.53M2.4%History
ZEUSOlympic Steel IncCOM30,000$1.47M1.0%History