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 |
---|---|---|---|
MTDRMatador Res Co
| 0.25% | $4.942M 100,000 shares@ $49.42 avg price | |
3453⤦Ford Mtr Co
| 0.25% | $4.886M 5M shares@ $0.98 avg price | New Position |
ARDTArdent Health Partners Inc
| 0.23% | $4.595M 250,000 shares@ $18.38 avg price | New Position |
KNTKKinetik Holdings Inc
| 0.23% | $4.526M 100,000 shares@ $45.26 avg price | |
VSECVse Corp
| 0.21% | $4.136M 50,000 shares@ $82.73 avg price | |
ODDOddity Tech Ltd
| 0.2% | $4.038M 100,000 shares@ $40.38 avg price | Decreased -16.66% |
CCIXChurchill Capital Corp Ix
| 0.2% | $4.008M 400,000 shares@ $10.02 avg price | New Position |
FIHLFidelis Insurance Holdings L
| 0.18% | $3.612M 200,000 shares@ $18.06 avg price | Decreased -50% |
SDHCSmith Douglas Homes Corp
| 0.18% | $3.589M 95,000 shares@ $37.78 avg price | |
INTCIntel Corp
| 0.18% | $3.519M 150,000 shares@ $23.46 avg price |