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.
PLUSTICK MANAGEMENT LLC (CIK 1643351) reported $207.1M across 21 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SATS ($45.7M, 22.04%), NN ($27.4M, 13.21%), ATEX ($19.1M, 9.21%), APLD ($15.2M, 7.34%), MRNA ($11.2M, 5.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SATS | ECHOSTAR CORP | $45.7M | 22.04% | 390,000 | Added |
| 2 | NN | NEXTNAV INC | $27.4M | 13.21% | 1.7M | Trimmed |
| 3 | ATEX | ANTERIX INC | $19.1M | 9.21% | 499,596 | New |
| 4 | APLD | APPLIED DIGITAL CORP | $15.2M | 7.34% | 640,000 | Trimmed |
| 5 | MRNA | MODERNA INC | $11.2M | 5.40% | 220,000 | Added |
| 6 | SOC | SABLE OFFSHORE CORP | $11.2M | 5.38% | 675,000 | Added |
| 7 | VG | VENTURE GLOBAL INC | $10.6M | 5.14% | 675,000 | New |
| 8 | INOD | INNODATA INC | $10.6M | 5.13% | 275,000 | Trimmed |
| 9 | NBIS | NEBIUS GROUP N.V. | $9.3M | 4.51% | 90,000 | Trimmed |
| 10 | AR | ANTERO RESOURCES CORP | $7.4M | 3.59% | 175,000 | Trimmed |
| 11 | SM | SM ENERGY COMPANY | $6.5M | 3.16% | 210,000 | New |
| 12 | APA | APA CORPORATION | $5.9M | 2.87% | 140,000 | New |
| 13 | CC | CHEMOURS CO | $5.0M | 2.39% | 225,000 | New |
| 14 | GSAT | GLOBALSTAR INC | $4.6M | 2.24% | 70,000 | Trimmed |
| 15 | ECG | EVERUS CONSTR GROUP | $3.5M | 1.71% | 30,000 | Hold |
| 16 | OXY | OCCIDENTAL PETE CORP | $3.2M | 1.57% | 50,000 | New |
| 17 | FREY | T1 ENERGY INC | $2.9M | 1.38% | 650,000 | Trimmed |
| 18 | LUMN | LUMEN TECHNOLOGIES INC | $2.8M | 1.34% | 400,000 | Hold |
| 19 | RUN | SUNRUN INC | $2.2M | 1.05% | 160,000 | Trimmed |
| 20 | CNR | CORE NATURAL RESOURCES INC | $2.1M | 1.01% | 20,000 | New |
| 21 | RXT | RACKSPACE TECHNOLOGY INC | $685,860 | 0.33% | 700,000 | New |
| 22 | YOU | CLEAR SECURE INC | $0 | 0.00% | 0 | Exited |
| 23 | COMM | COMMSCOPE HLDG CO INC | $0 | 0.00% | 0 | Exited |
| 24 | FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | Exited |
| 25 | LENZ | LENZ THERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31