Gullane Capital, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Gullane Capital, LLC disclosed 3 US equity positions worth $37.3m in its Q4 2025 13F filing. The largest position was CORZ at 94.3% of the reported book, followed by CORZ and PLTR. Against the Q3 2025 filing, it opened 0 new positions, added to 1 and reduced 1 among the top 3 holdings.
What did Gullane Capital, LLC own in Q4 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CORZ CORE SCIENTIFIC INC CL A | Technology | 94.3% | $35.2m | 2,415,108 | -27% | reduced |
| 2 | CORZ CORE SCIENTIFIC INC NEW WT | 3.2% | $1.2m | 141,057 | 80% | added | |
| 3 | PLTR PALANTIR TECHNOLOGIES INC CL A | Technology | 2.5% | $930.0k | 5,232 | 0% | held |
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.