Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Incline Global Management LLC (CIK 1567195) reported $254.6M across 24 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ASGN ($17.0M, 6.68%), CUK ($16.6M, 6.53%), TEL ($15.8M, 6.22%), NCLH ($15.7M, 6.16%), CBRE ($15.7M, 6.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ASGN | EVERFORTH ORD | $17.0M | 6.68% | 439,688 | Added |
| 2 | CUK | CARNIVAL ORD | $16.6M | 6.53% | 642,331 | Added |
| 3 | TEL | TE CONNECTIVITY ORD | $15.8M | 6.22% | 75,761 | Added |
| 4 | NCLH | NORWEGIAN CRUISE LINE HOLDINGS ORD | $15.7M | 6.16% | 838,978 | Added |
| 5 | CBRE | CBRE GROUP CL A ORD | $15.7M | 6.15% | 115,610 | Added |
| 6 | JLL | JONES LANG LASALLE ORD | $15.1M | 5.95% | 49,755 | Added |
| 7 | MORN | MORNINGSTAR ORD | $14.9M | 5.87% | 88,354 | Added |
| 8 | MSFT | MICROSOFT ORD | $14.9M | 5.86% | 40,333 | Added |
| 9 | META | META PLATFORMS CL A ORD | $14.8M | 5.83% | 25,931 | Added |
| 10 | OBDC | BLUE OWL CAPITAL CL A ORD | $14.5M | 5.70% | 1.6M | New |
| 11 | ARES | ARES MANAGEMENT CL A ORD | $14.4M | 5.66% | 132,123 | New |
| 12 | COHR | COHERENT ORD | $13.8M | 5.44% | 58,125 | Trimmed |
| 13 | CRDO | CREDO TECHNOLOGY GROUP HOLDING ORD | $13.6M | 5.34% | 144,731 | New |
| 14 | AMZN | AMAZON COM ORD | $13.4M | 5.25% | 64,131 | Added |
| 15 | HHH | HOWARD HUGHES HOLDINGS ORD | $11.7M | 4.59% | 184,930 | New |
| 16 | APH | AMPHENOL CL A ORD | $6.7M | 2.64% | 53,185 | Added |
| 17 | ARM | ARM HOLDINGS ADR | $6.6M | 2.58% | 43,422 | New |
| 18 | BX | BLACKSTONE ORD | $6.2M | 2.44% | 54,122 | New |
| 19 | PLAY | DAVE BUSTERS ENTERTAINMENT ORD | $4.4M | 1.73% | 405,860 | Added |
| 20 | WEX | WEX ORD | $2.4M | 0.94% | 15,663 | Trimmed |
| 21 | STNE | STONECO CL A ORD | $1.9M | 0.73% | 131,476 | Trimmed |
| 22 | ZD | ZIFF DAVIS ORD | $1.7M | 0.67% | 40,482 | Trimmed |
| 23 | PAGS | PAGSEGURO DIGITAL CL A ORD | $1.7M | 0.66% | 167,669 | Trimmed |
| 24 | GVA | GRANITE CONSTRUCTION ORD | $1.0M | 0.40% | 8,424 | Trimmed |
| 25 | SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31