Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Cygnus Capital Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Cygnus Capital Advisors, LLC (CIK 2114319) reported $146.3M across 107 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HUSQF ($37.2M, 25.40%), NONOF ($12.7M, 8.65%), TGT ($7.1M, 4.87%), AAP ($6.7M, 4.55%), UPS ($5.8M, 3.95%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1HUSQFHusqvarna AB$37.2M25.40%1.0MHold
2NONOFNovo Nordisk A/S$12.7M8.65%54,800New
3TGTTarget Corp$7.1M4.87%58,800Hold
4AAPAdvance Auto Parts Inc$6.7M4.55%126,178Added
5UPSUnited Parcel Service Inc$5.8M3.95%58,800Added
6KDKyndryl Holdings Inc$5.1M3.46%386,000New
7SMTGFSMA Solar Technology AG$4.4M2.98%94,800Trimmed
8PFEPfizer Inc$4.0M2.74%142,800Added
9NINENine Energy Service Inc$3.7M2.55%455,058New
10ADBEAdobe Inc$3.4M2.29%13,800New
11VSNTVersant Media Group Inc$3.1M2.14%84,578New
12TRIPTripAdvisor Inc$3.0M2.07%284,113Added
13WDAYWorkday Inc$2.8M1.94%21,800New
14EJTTFeasyJet plc$2.8M1.90%800,000New
15WWWw International Inc$2.7M1.86%198,215Added
16NBISNebius Group NV$2.6M1.77%25,000Trimmed
17GOOGALPHABET INC$2.5M1.72%8,800Hold
18CNNECannae Holdings Inc$2.4M1.67%214,848Added
19SRGSeritage Growth Properties$2.4M1.64%851,447Added
20NGLNGL Energy Partners LP$2.2M1.52%180,927Trimmed
21DLAKFDeutsche Lufthansa AG$2.2M1.51%308,000New
22MXMagnaChip Semiconductor Corp$2.1M1.40%733,954Added
23NWLNewell Brands Inc$1.9M1.31%559,097Added
24VEONVEON Ltd$1.8M1.23%38,880Trimmed
25KVUEKenvue Inc$1.8M1.21%102,800Added

Source: SEC Form 13F filings · as of 2026-03-31