Slate Path Capital LP
- SEC CIK
- 0001559706
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 36
- 2020 年第 4 季沒有 13F 資料
- 總值
- $15.4 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. | CL A | 380,000 | $2.34 億 | 15.2% | – | – | 歷史 |
| VTRSViatris Inc | Stock | 11,835,000 | $1.65 億 | 10.7% | – | – | 歷史 |
| MOSMosaic Co | COM | 5,215,000 | $1.65 億 | 10.7% | – | – | 歷史 |
| WMGWarner Music Group Corp. | COM CL A | 3,134,779 | $1.08 億 | 7.0% | – | – | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 3,225,000 | $1.06 億 | 6.9% | – | – | 歷史 |
| PAASPan American Silver Corp | Stock | 3,448,000 | $1.04 億 | 6.7% | – | – | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 1,410,000 | $1.02 億 | 6.6% | – | – | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 520,000 | $7,808 萬 | 5.1% | – | – | 歷史 |
| NYTNew York Times Co | CL A | 1,528,000 | $7,735 萬 | 5.0% | – | – | 歷史 |
| EXEExpand Energy Corp | COM | 1,265,000 | $5,489 萬 | 3.6% | – | – | 歷史 |
| XUnited States Steel Corp | COM | 1,870,000 | $4,894 萬 | 3.2% | – | – | 歷史 |
| Reinvent Technology PartnersG7484L114 | UNIT 03/12/2026 | 3,500,000 | $3,514 萬 | 2.3% | – | – | – |
| SMSM Energy Co | COM | 1,570,000 | $2,570 萬 | 1.7% | – | – | 歷史 |
| CCJCameco Corp | Stock | 1,125,000 | $1,869 萬 | 1.2% | – | – | 歷史 |
| CUECue Biopharma, Inc. | COM | 1,483,619 | $1,810 萬 | 1.2% | – | – | 歷史 |
| Reinvent Technology PartnersG74847123 | UNIT 99/99/9999 | 1,750,000 | $1,795 萬 | 1.2% | – | – | – |
| NOVNOV Inc. | COM | 1,305,000 | $1,791 萬 | 1.2% | – | – | 歷史 |
| NEXINexImmune, Inc. | COM | 925,000 | $1,765 萬 | 1.1% | – | – | 歷史 |
| KRSAKorsana Biosciences, Inc. | COM | 6,196,063 | $1,729 萬 | 1.1% | – | – | 歷史 |
| VAPOVapotherm Inc | COM | 585,000 | $1,405 萬 | 0.9% | – | – | 歷史 |
| AAAlcoa Corp | Stock | 385,000 | $1,251 萬 | 0.8% | – | – | 歷史 |
| SFIXStitch Fix, Inc. | Stock | 230,000 | $1,139 萬 | 0.7% | – | – | 歷史 |
| CHRDChord Energy Corp | COM NEW | 190,000 | $1,128 萬 | 0.7% | – | – | 歷史 |
| Star Peak Corp II855179206 | UNIT 99/99/9999 | 1,000,000 | $1,047 萬 | 0.7% | – | – | – |
| Glass Houses Acquisition Cor37714P202 | UNIT 03/25/2028 | 1,000,000 | $1,003 萬 | 0.7% | – | – | – |
| Turquoise Hill Res Ltd900435207 | COM | 610,000 | $981.5 萬 | 0.6% | – | – | – |
| CRCCalifornia Resources Corp | COM STOCK | 360,000 | $866.2 萬 | 0.6% | – | – | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 400,000 | $804.4 萬 | 0.5% | – | – | 歷史 |
| Switchback II CorpG8633T123 | UNIT 99/99/9999 | 600,000 | $610.8 萬 | 0.4% | – | – | – |
| Blueriver Acquisition CorpG1261Q123 | UNIT 01/04/2026 | 600,000 | $598.2 萬 | 0.4% | – | – | – |
| Liberty Media Acquisition Corp53073L203 | UNIT 01/22/2026 | 500,000 | $535.5 萬 | 0.3% | – | – | – |
| Population Health Invs Co ING71716123 | UNIT 99/99/9999 | 500,000 | $502.5 萬 | 0.3% | – | – | – |
| 5 01 Acquisition Corp33836P105 | COM CL A | 500,000 | $498.8 萬 | 0.3% | – | – | – |
| NKLANikola Corp | COM | 335,000 | $465.3 萬 | 0.3% | – | – | 歷史 |
| KGCKinross Gold Corp | COM | 180,000 | $120.1 萬 | 0.1% | – | – | 歷史 |
| IAGIamgold Corp | COM | 350,000 | $104.3 萬 | 0.1% | – | – | 歷史 |