Nicole Restivo
@Ghisallo Capital Management Llc
Latest period2024 - Q3ReportedManaged Assets$2.02BTotal holdings144
Assets growth rate74.07%Assets growth rate (2-Q avg)53.17%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Ghisallo Capital Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 144 positions.
Assets under management
The assets under management (AUM) of Ghisallo Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.02B in assets, with a quarterly growth rate of 74.07% and a 2-quarter average growth rate of 53.17%. The portfolio is managed by Nicole Restivo, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
HESMHess Midstream Lp
| 1.23% | $24.689M 700,000 shares@ $35.27 avg price | New Position |
BIRKBirkenstock Holding Plc
| 1.23% | $24.645M 500,000 shares@ $49.29 avg price | Decreased -44.44% |
DLRDigital Rlty Tr Inc
| 1.21% | $24.274M 150,000 shares@ $161.83 avg price | Decreased -70% |
KVUEKenvue Inc
| 1.15% | $23.13M 1M shares@ $23.13 avg price | Decreased -66.66% |
RXORxo Inc
| 1.09% | $21.987M 785,233 shares@ $28.0 avg price | New Position |
CSWICsw Industrials Inc
| 1.09% | $21.983M 60,000 shares@ $366.39 avg price | New Position |
IRTIndependence Rlty Tr Inc
| 1.02% | $20.5M 1M shares@ $20.5 avg price | New Position |
GFLGfl Environmental Inc
| 0.99% | $19.94M 500,000 shares@ $39.88 avg price | Increased 400% |
FWONKLiberty Media Corp Del
| 0.96% | $19.358M 250,000 shares@ $77.43 avg price | New Position |
WAYWaystar Hldg Corp
| 0.83% | $16.734M 600,000 shares@ $27.89 avg price |