EdgeMarket › What Luxor Capital Group, Lp reported owning
What Luxor Capital Group, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
49Quarter
2026-03-31Shown below
38largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NRG NRG ENERGY, INC. | 86.8M | 6.1% | 594.2K | 113.11 | -23.7% |
| GLNG GOLAR LNG LTD | 61.9M | 4.3% | 1.1M | 52.00 | +24.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 52.2M | 3.6% | 154.6K | 418.95 | +83.3% |
| DASH DoorDash, Inc. | 43.2M | 3.0% | 287.4K | 223.49 | -8.3% |
| BKD Brookdale Senior Living Inc. | 40.1M | 2.8% | 2.9M | 11.80 | +61.4% |
| HROW HARROW, INC. | 39.5M | 2.8% | 1.1M | 40.95 | +7.1% |
| BDX BECTON DICKINSON & CO | 38.9M | 2.7% | 247.2K | 192.00 | -3.6% |
| SPHR Sphere Entertainment Co. | 35.8M | 2.5% | 305.0K | 158.36 | +295.8% |
| PFGC Performance Food Group Co | 32.4M | 2.3% | 378.2K | 104.98 | +3.8% |
| FTAI FTAI Aviation Ltd. | 19.6M | 1.4% | 80.0K | 209.70 | +49.4% |
| AZ A2Z CUST2MATE SOLUTIONS CORP. | 19.2M | 1.3% | 2.9M | 7.16 | -21.0% |
| AER AerCap Holdings N.V. | 18.8M | 1.3% | 137.3K | 146.29 | +26.4% |
| CTRI Centuri Holdings, Inc. | 17.4M | 1.2% | 596.7K | 21.36 | +7.2% |
| NVDA NVIDIA CORP | 16.5M | 1.2% | 94.9K | 214.72 | +22.4% |
| TFIN Triumph Financial, Inc. | 13.9M | 1.0% | 232.3K | 74.95 | +38.5% |
| AMZN AMAZON COM INC | 12.7M | 0.9% | 61.2K | 258.63 | +15.6% |
| PEGA PEGASYSTEMS INC | 10.5M | 0.7% | 246.0K | 33.56 | -35.2% |
| unmapped CUSIP 55826TAB8 | 7.7M | 0.5% | 2.3M | — | — |
| LUXE LuxExperience B.V. | 7.4M | 0.5% | 920.4K | 7.77 | -5.5% |
| CNK Cinemark Holdings, Inc. | 6.5M | 0.5% | 228.4K | 36.60 | +37.7% |
| GLIBK Liberty Capital Corp/NV | 6.3M | 0.4% | 170.6K | 25.53 | -29.4% |
| CPNG Coupang, Inc. | 5.9M | 0.4% | 314.9K | 16.45 | -43.0% |
| NCMI National CineMedia, Inc. | 5.6M | 0.4% | 1.8M | 2.54 | -39.8% |
| VSNT Versant Media Group, Inc. | 5.2M | 0.4% | 141.5K | 38.75 | — |
| GLD SPDR GOLD TRUST | 4.9M | 0.3% | 11.5K | 423.36 | +37.3% |
| GLIBA Liberty Capital Corp/NV | 4.3M | 0.3% | 117.4K | 25.99 | -28.9% |
| FUN Six Flags Entertainment Corporation/NEW | 3.8M | 0.3% | 212.9K | 16.73 | -36.0% |
| XPOF Xponential Fitness, Inc. | 3.7M | 0.3% | 609.3K | 5.19 | -42.8% |
| THRY Thryv Holdings, Inc. | 3.1M | 0.2% | 1.1M | 2.08 | -84.2% |
| ECHO EchoStar CORP | 2.9M | 0.2% | 25.0K | 86.81 | +214.0% |
| KLAR Klarna Group plc | 2.2M | 0.2% | 165.5K | 14.33 | — |
| RSSS Research Solutions, Inc. | 1.5M | 0.1% | 652.0K | 2.25 | -25.2% |
| MRT Marti Technologies, Inc. | 712.0K | 0.0% | 356.0K | 2.15 | -11.0% |
| VRA Vera Bradley, Inc. | 609.9K | 0.0% | 193.0K | 3.15 | +59.1% |
| ATRO ASTRONICS CORP | 592.7K | 0.0% | 8.9K | 78.00 | +126.7% |
| META Meta Platforms, Inc. | 297.5K | 0.0% | 520 | 549.90 | -26.5% |
| TTAN ServiceTitan, Inc. | 253.8K | 0.0% | 4.0K | 94.87 | -7.5% |
| unmapped CUSIP 91060H116 | 7.1K | 0.0% | 38.9K | — | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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