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III Capital Management 13F holdings, Q4 2025

Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →

III Capital Management disclosed 43 US equity positions worth $451.5m in its Q4 2025 13F filing. The largest position was SPY at 66.3% of the reported book, followed by LQD and SOUTHERN CO. Against the Q3 2025 filing, it opened 14 new positions, added to 14 and reduced 8 among the top 43 holdings.

← Q3 2025 · Q1 2026 →

What did III Capital Management own in Q4 2025? Top 43 positions

#StockSectorWeightValueSharesΔ sharesvs Q3 2025
1 SPY SPDR S&P 500 ETF TR 66.3%$299.3m438,886 6% added
2 LQD ISHARES TR 5.6%$25.2m229,000 – new
3 SOUTHERN CO 3.9%$17.6m16,482,000 0% held
4 WEC ENERGY GROUP INC 1.3%$5.8m5,000,000 0% held
5 RTO RENTOKIL INITIAL PLC 1.2%$5.5m185,132 16% added
6 H HYATT HOTELS CORP Consumer Cyclical 1.2%$5.4m33,875 -6% reduced
7 VISN COMMSCOPE HLDG CO INC Technology 1.1%$5.1m280,000 – new
8 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 1.1%$4.9m330,625 12% added
9 MHK MOHAWK INDS INC Consumer Cyclical 1.0%$4.6m41,850 40% added
10 BWA BORGWARNER INC Consumer Cyclical 1.0%$4.3m95,810 -9% reduced
11 BKNG BOOKING HOLDINGS INC Consumer Cyclical 0.9%$4.3m800 – new
12 URBN URBAN OUTFITTERS INC Consumer Cyclical 0.9%$4.3m56,550 0% held
13 BYD BOYD GAMING CORP Consumer Cyclical 0.9%$4.2m49,000 – new
14 MAT MATTEL INC Consumer Cyclical 0.9%$4.2m210,000 5% added
15 TMUS T-MOBILE US INC Communication Services 0.9%$4.1m20,000 – new
16 UBER UBER TECHNOLOGIES INC Technology 0.9%$4.0m49,313 36% added
17 KWEB KRANESHARES TRUST 0.9%$3.9m115,000 – new
18 ACI ALBERTSONS COS INC Consumer Defensive 0.8%$3.7m215,370 79% added
19 RL RALPH LAUREN CORP Consumer Cyclical 0.7%$3.2m9,155 -18% reduced
20 WDC WESTERN DIGITAL CORP Technology 0.7%$3.2m18,506 -56% reduced
21 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 0.7%$3.1m138,734 88% added
22 PBI PITNEY BOWES INC Industrials 0.7%$3.0m280,000 – new
23 ECHO ECHOSTAR CORP Communication Services 0.6%$2.7m25,000 0% held
24 KMB KIMBERLY-CLARK CORP Consumer Defensive 0.6%$2.6m26,000 – new
25 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 0.6%$2.5m33,000 136% added
26 META META PLATFORMS INC Communication Services 0.5%$2.3m3,500 75% added
27 XLE SELECT SECTOR SPDR TR 0.5%$2.2m50,000 – new
28 FLUTTER ENTMT PLC 0.5%$2.2m10,000 – new
29 CNK CINEMARK HLDGS INC Communication Services 0.4%$2.0m85,000 0% held
30 CHTR CHARTER COMMUNICATIONS INC N Communication Services 0.4%$1.9m9,000 -25% reduced
31 BOX INC 0.4%$1.8m1,820,000 0% held
32 CAR AVIS BUDGET GROUP Industrials 0.3%$1.3m10,000 11% added
33 KHC KRAFT HEINZ CO Consumer Defensive 0.3%$1.3m52,779 -36% reduced
34 FUN SIX FLAGS ENTERTAINMENT CORP 0.3%$1.2m80,000 7% added
35 ETSY ETSY INC Consumer Cyclical 0.2%$1.1m20,000 – new
36 OUT OUTFRONT MEDIA INC Real Estate 0.2%$947.1k39,300 -83% reduced
37 GLD SPDR GOLD TR 0.2%$818.8k2,066 333% added
38 NFLX NETFLIX INC Communication Services 0.1%$562.6k6,000 – new
39 XLP SELECT SECTOR SPDR TR 0.1%$470.0k6,051 -83% reduced
40 SLV ISHARES SILVER TR 0.1%$418.7k6,500 – new
41 PENN PENN ENTERTAINMENT INC Consumer Cyclical 0.1%$295.0k20,000 – new
42 LCID LUCID GROUP INC 0.0%$96.2k9,100 261% added
43 BIGBEAR AI HLDGS INC 0.0%$54.6k34,000 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.