Terminal · Institutions

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

Flat Footed LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Flat Footed LLC (CIK 1799456) reported $920.4M across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HYG ($207.7M, 22.57%), DHC ($156.0M, 16.94%), RY ($48.5M, 5.27%), PEP ($45.8M, 4.98%), CM ($42.9M, 4.66%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1HYGISHARES TR$207.7M22.57%2.6MAdded
2DHCDIVERSIFIED HEALTHCARE TR$156.0M16.94%23.5MHold
3RYROYAL BK CDA$48.5M5.27%300,000New
4PEPPEPSICO INC$45.8M4.98%295,000New
5CMCANADIAN IMPERIAL BANK OF CO$42.9M4.66%452,500New
6MARMARRIOTT INTL INC NEW$39.9M4.33%121,900Hold
7HLTHILTON WORLDWIDE HLDGS INC$35.1M3.82%115,500Hold
8BKDBROOKDALE SR LIVING INC$32.7M3.55%2.4MTrimmed
9TDTORONTO DOMINION BK ONT$28.2M3.07%302,500New
10RCLROYAL CARIBBEAN GROUP$24.6M2.68%89,500Trimmed
11BMOBANK MONTREAL MEDIUM$22.9M2.49%169,500New
12CVNACARVANA CO$22.8M2.48%72,600Trimmed
13TKTEEKAY CORPORATION LTD$19.8M2.15%1.6MTrimmed
14KIESPDR SERIES TRUST$16.4M1.78%297,600New
15ASCARDMORE SHIPPING CORP$15.3M1.66%1.0MTrimmed
16CNRCORE NATURAL RESOURCES INC$14.7M1.59%139,965Trimmed
17HHHHOWARD HUGHES HOLDINGS INC$13.6M1.48%215,288New
18MGMMGM RESORTS INTERNATIONAL$13.3M1.45%360,000Trimmed
19RMRRMR GROUP INC$12.4M1.35%802,739Added
20TSLATESLA INC$11.9M1.29%32,000Trimmed
21GRFSGRIFOLS S A$11.0M1.20%1.4MAdded
22IYRISHARES TR$10.4M1.13%110,000New
23CVEOCIVEO CORP CDA$9.2M1.00%347,240Trimmed
24PFGCPERFORMANCE FOOD GROUP CO$8.6M0.93%100,000New
25IAUXI-80 GOLD CORP$8.4M0.92%5.5MTrimmed

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