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III Capital Management: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1783139) · Explore on the interactive board

III Capital Management disclosed 48 US equity positions worth $391.1m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is SPY at 63.8% of the reported book, followed by HYG, IJH. The top ten holdings are 81.0% of the book, and the portfolio behaves like about 2 equal-weight positions. Versus the prior filing it opened 20 new positions, added to 15, reduced 9 and exited 18. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$391.1mreported US equity book
48positions
63.8%largest position
81.0%top 10 weight
2.42effective positions (1/HHI)
2quarters on file since Q1 2026

What does III Capital Management own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 20 new, 15 added, 9 reduced, 18 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 SPY STATE STR SPDR S&P 500 ETF T 63.8%$249.4m333,951 49% added
2 HYG ISHARES TR 6.3%$24.6m308,000 new
3 IJH ISHARES TR 2.5%$9.6m125,000 new
4 RSP INVESCO EXCHANGE TRADED FD T 2.2%$8.5m40,000 new
5 CRH CRH PLC Basic Materials 1.2%$4.5m42,444 16% added
6 GPC GENUINE PARTS CO Consumer Cyclical 1.1%$4.5m38,000 new
7 VGNT VERSIGENT PLC 1.1%$4.3m102,199 new
8 H HYATT HOTELS CORP Consumer Cyclical 1.0%$4.0m20,433 -23% reduced
9 TMUS T-MOBILE US INC Communication Services 1.0%$3.8m22,584 50% added
10 HRI HERC HLDGS INC Industrials 0.9%$3.5m24,742 22% added
11 VISN VISTANCE NETWORKS INC Technology 0.9%$3.5m271,443 -20% reduced
12 BURL BURLINGTON STORES INC Consumer Cyclical 0.9%$3.5m10,930 46% added
13 WYNN WYNN RESORTS LTD Consumer Cyclical 0.8%$3.2m33,405 19% added
14 ECHO ECHOSTAR CORP Communication Services 0.8%$3.2m31,637 196% added
15 WDC WESTERN DIGITAL CORP Technology 0.8%$3.2m5,000 -37% reduced
16 PROGRESS SOFTWARE CORP 0.8%$3.1m3,200,000 0% held
17 BOOT BOOT BARN HLDGS INC Consumer Cyclical 0.8%$3.0m18,000 new
18 PPLI PEOPLE INC Communication Services 0.7%$2.9m63,000 29% added
19 UBER UBER TECHNOLOGIES INC Technology 0.7%$2.9m40,099 29% added
20 RTO RENTOKIL INITIAL PLC Industrials 0.7%$2.9m100,684 4% added
21 NXST NEXSTAR MEDIA GROUP INC Communication Services 0.7%$2.8m15,500 new
22 URBN URBAN OUTFITTERS INC Consumer Cyclical 0.7%$2.7m38,294 -30% reduced
23 MHK MOHAWK INDS INC Consumer Cyclical 0.6%$2.5m20,897 -19% reduced
24 CCL CARNIVAL CORP LTD Consumer Cyclical 0.6%$2.5m86,820 new
25 NEXTERA ENERGY INC 0.6%$2.4m50,000 0% held
26 META META PLATFORMS INC Communication Services 0.6%$2.3m4,000 0% held
27 BYD BOYD GAMING CORP Consumer Cyclical 0.6%$2.2m25,000 29% added
28 WMG WARNER MUSIC GROUP CORP Communication Services 0.5%$2.1m79,000 new
29 GLD SPDR GOLD TR 0.5%$2.1m5,566 422% added
30 BKNG BOOKING HOLDINGS INC Consumer Cyclical 0.5%$2.0m11,450 1486% added
31 MAT MATTEL INC Consumer Cyclical 0.5%$1.8m132,109 -9% reduced
32 FOXA FOX CORP Communication Services 0.4%$1.7m32,587 new
33 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 0.4%$1.5m109,020 46% added
34 MU MICRON TECHNOLOGY INC Technology 0.4%$1.5m1,300 new
35 AKAMAI TECHNOLOGIES INC 0.4%$1.5m1,000,000 new
36 AMD ADVANCED MICRO DEVICES INC Technology 0.3%$1.3m2,200 new
37 SOUTHERN CO 0.3%$1.1m1,089,000 new
38 VSNT VERSANT MEDIA GROUP INC Communication Services 0.3%$1.1m30,000 0% held
39 SNDK SANDISK CORP Technology 0.3%$1.1m475 new
40 MIDD MIDDLEBY CORP Industrials 0.3%$1.0m6,000 new
41 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 0.3%$1.0m12,145 2% added
42 DBX DROPBOX INC Technology 0.3%$1.0m1,000,000 new
43 CHTR CHARTER COMMUNICATIONS INC Communication Services 0.2%$959.6k6,748 -44% reduced
44 IGV ISHARES TR 0.2%$906.0k10,000 new
45 PENN PENN ENTERTAINMENT INC Consumer Cyclical 0.1%$541.0k25,330 -75% reduced
46 EXPE EXPEDIA GROUP INC Consumer Cyclical 0.1%$511.8k2,000 new
47 RL RALPH LAUREN CORP Consumer Cyclical 0.1%$452.4k1,127 -82% reduced
48 INTC INTEL CORP Technology 0.1%$404.9k2,900 new

What did III Capital Management sell? Positions exited since the previous filing

StockPrior weightPrior value
EMB ISHARES TR27.2%$9.9m
EEM ISHARES TR14.9%$5.4m
RRR RED ROCK RESORTS INC6.4%$2.3m
FLUTTER ENTMT PLC6.1%$2.2m
ETSY ETSY INC5.5%$2.0m
CCL CARNIVAL CORP5.2%$1.9m
KMB KIMBERLY-CLARK CORP5.1%$1.9m
PBI PITNEY BOWES INC4.7%$1.7m
DLTR DOLLAR TREE INC4.6%$1.7m
PRKS UNITED PARKS & RESORTS INC4.1%$1.5m
ACI ALBERTSONS COS INC3.7%$1.3m
CZR CAESARS ENTERTAINMENT INC NE3.6%$1.3m
LTH LIFE TIME GROUP HOLDINGS INC2.7%$969.8k
XLV SELECT SECTOR SPDR TR2.4%$879.7k
NCLH NORWEGIAN CRUISE LINE HLDGS2.1%$777.0k
TTWO TAKE-TWO INTERACTIVE SOFTWAR0.9%$344.2k
CAR AVIS BUDGET GROUP INC0.8%$273.2k
XLU SELECT SECTOR SPDR TR0.0%$17.4k

Sector mix

SectorWeight
Consumer Cyclical9.2%
Communication Services5.3%
Technology3.8%
Industrials1.9%
Basic Materials1.2%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 202648$391.1m
Q1 202646$247.0m

How concentrated is III Capital Management's portfolio?

Across every quarter III Capital Management has filed, its median largest position is 61.4% of the book and its median top-ten weight is 78.4%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 17.0 completed holding spells, the median lasted 1.0 quarters; 48.0 positions are still open and their final length is unknown.