Kirkoswald Asset Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Kirkoswald Asset Management LLC disclosed 2 US equity positions worth $16.8m in its Q2 2026 13F filing. The largest position was ARGT at 54.4% of the reported book. Against the Q1 2026 filing, it opened 1 new position, added to 1 and reduced 0 among the top 2 holdings.
What did Kirkoswald Asset Management LLC own in Q2 2026? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | ARGT GLOBAL X FDS | 54.4% | $9.1m | 100,000 | – | new | |
| 2 | VIST VISTA ENERGY S.A.B. DE C.V. | Energy | 45.6% | $7.7m | 120,000 | 111% | added |
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.