Cibra Capital LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · this is the latest filing on record
Cibra Capital LTD disclosed 25 US equity positions worth $207.2m in its Q1 2026 13F filing. The largest position was AM6 at 11.8% of the reported book, followed by SEALED AIR CORP NEW and TXNM.
What did Cibra Capital LTD own in Q1 2026? Top 25 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AM6 AMICUS THERAPEUTICS INC | 11.8% | $24.4m | 1,687,661 | – | ||
| 2 | SEALED AIR CORP NEW | 10.4% | $21.6m | 514,636 | – | ||
| 3 | TXNM TXNM ENERGY INC | Utilities | 8.0% | $16.6m | 283,458 | – | |
| 4 | MASI* MASIMO CORP | 7.8% | $16.1m | 90,376 | – | ||
| 5 | HO1 HOLOGIC INC | 7.6% | $15.8m | 208,996 | – | ||
| 6 | AAUC ALLIED GOLD CORP | Basic Materials | 6.3% | $13.1m | 423,652 | – | |
| 7 | K4F ONESTREAM INC | 6.0% | $12.5m | 519,691 | – | ||
| 8 | CWAN CLEARWATER ANALYTICS HLDGS I | Technology | 5.2% | $10.8m | 458,424 | – | |
| 9 | PEN PENUMBRA INC | Healthcare | 5.0% | $10.4m | 31,600 | – | |
| 10 | ACLXGBX ARCELLX INC | 4.9% | $10.2m | 88,623 | – | ||
| 11 | WBD WARNER BROS DISCOVERY INC | Communication Services | 3.9% | $8.1m | 295,501 | – | |
| 12 | 430 TERNS PHARMACEUTICALS INC | 3.9% | $8.0m | 151,440 | – | ||
| 13 | DBRG DIGITALBRIDGE GROUP INC | Financial Services | 3.5% | $7.3m | 474,076 | – | |
| 14 | UNF UNIFIRST CORP MASS | Industrials | 3.2% | $6.6m | 26,400 | – | |
| 15 | BVE DIAMOND HILL INVT GROUP INC | 2.7% | $5.6m | 32,677 | – | ||
| 16 | VALARIS LTD | 1.8% | $3.8m | 38,791 | – | ||
| 17 | EA ELECTRONIC ARTS INC | Communication Services | 1.5% | $3.2m | 15,600 | – | |
| 18 | AES AES CORP | Utilities | 1.3% | $2.8m | 195,700 | – | |
| 19 | EGO ELDORADO GOLD CORP NEW | Basic Materials | 1.2% | $2.5m | 73,312 | – | |
| 20 | MISTER CAR WASH INC | 1.1% | $2.3m | 336,900 | – | ||
| 21 | NVRI ENVIRI CORP | Industrials | 1.0% | $2.1m | 109,394 | – | |
| 22 | APLSUSD APELLIS PHARMACEUTICALS INC | 1.0% | $2.0m | 50,000 | – | ||
| 23 | LIBERTY LIVE HOLDINGS INC | 0.3% | $546.4k | 5,962 | – | ||
| 24 | SNCY SUN CTRY AIRLS HLDGS INC | 0.2% | $372.0k | 22,518 | – | ||
| 25 | AVO MISSION PRODUCE INC | 0.2% | $368.5k | 26,778 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.