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Sonic GP LLC

SEC CIK
0001964290
Latest filing
Feb 14, 2025

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
16
−7 vs. Q3 2023
Portfolio value
$87.1M
−$16.0M (−15.5%) vs. Q3 2023
Filed
Feb 14, 2024
SEC
Holdings of Sonic GP LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
FENCFennec Pharmaceuticals Inc.COM2,407,357$27.0M31.0%00.0%UnchangedHistory
FLYYSpirit Aviation Holdings, Inc.COM700,000$11.5M13.2%+200,000+40.0%AddedHistory
RGNXREGENXBIO Inc.COM443,079$7.95M9.1%−75,000−14.5%ReducedHistory
UALUnited Airlines Holdings, Inc.COM171,785$7.09M8.1%00.0%UnchangedHistory
BHFBrighthouse Financial, Inc.COM120,000$6.35M7.3%−40,000−25.0%ReducedHistory
FUNSix Flags Entertainment CorporationDEPOSITRY UNIT140,000$5.57M6.4%00.0%UnchangedHistory
PRKSUnited Parks & Resorts Inc.COM100,000$5.28M6.1%−50,000−33.3%ReducedHistory
CCitigroup IncStock100,740$5.18M6.0%00.0%UnchangedHistory
ASTLAlgoma Steel Group Inc.COM400,000$4.01M4.6%−700,000−63.6%ReducedHistory
VIRTVirtu Financial, Inc.CL A100,000$2.03M2.3%00.0%UnchangedHistory
ADVMAdverum Biotechnologies, Inc.COM2,000,000$1.51M1.7%00.0%UnchangedHistory
AUIDauthID Inc.COM125,000$1.18M1.4%00.0%UnchangedHistory
TROXTronox Holdings plcSHS63,055$892.9K1.0%00.0%UnchangedHistory
REEAFREE Automotive Ltd.SHS CL A NEW130,673$671.7K0.8%00.0%UnchangedConverted for a 1-for-30 splitHistory
ASTLWAlgoma Steel Group Inc.*W EXP 10/19/202279,995$515.2K0.6%00.0%UnchangedHistory
QUREuniQure N.V.SHS50,000$338.5K0.4%00.0%UnchangedHistory

Sold out since Q3 2023 (7)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Sonic GP LLC sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
MANUManchester United plcORD CL A550,000$10.9M10.6%History
GNWGenworth Financial IncCOM SHS833,830$4.89M4.7%History
SPNTSiriusPoint LtdCOM302,185$3.07M3.0%History
HAHawaiian Holdings IncCOM300,000$1.90M1.8%History
GOTUGaotu Techedu Inc.SPONSORED ADS200,000$552.0K0.5%History
CVMCel Sci CorpCOM PAR NEW100,000$125.0K0.1%History
SCUSculptor Capital Management, Inc.COM CL A10,058$116.7K0.1%History