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Incision Capital Management LP

Q1 2026 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    4

  • Value ($000)

    $90,601

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0002049997
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CROX

CROCS INC

COMM
227046109
$29.06M
32 %

350,000

S
SE

SEA LTD-ADR

ADRS
81141R100
$25.67M
28 %

310,000

T
TECK/B

TECK RESOURCES LTD-CL B

COMM
878742204
$19.41M
21 %

375,000

C
CHK

EXPAND ENERGY CORPORATION

COMM
165167735
$16.47M
18 %

150,000

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