EdgeMarket › What Flat Footed Llc reported owning

What Flat Footed Llc 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

920.4M

Positions

39

Quarter

2026-03-31

Shown below

15
largest by value
holdingvalue% of booksharesprice1y
DHC
DIVERSIFIED HEALTHCARE TRUST
156.0M16.9%23.5M8.02+125.3%
BKD
Brookdale Senior Living Inc.
32.7M3.6%2.4M11.80+61.4%
TK
TEEKAY CORP LTD
19.8M2.2%1.6M13.24+75.4%
ASC
Ardmore Shipping Corp
15.3M1.7%1.0M18.40+67.6%
HHH
Howard Hughes Holdings Inc.
13.6M1.5%215.3K66.50-9.7%
RMR
RMR GROUP INC.
12.4M1.3%802.7K20.00+22.9%
GRFS
Grifols SA
11.0M1.2%1.4M8.00-21.2%
CVEO
Civeo Corp
9.2M1.0%347.2K34.53+54.8%
IAUX
i-80 Gold Corp.
8.4M0.9%5.5M1.81+167.6%
ILPT
Industrial Logistics Properties Trust
8.2M0.9%1.4M8.30+40.0%
CNR
Core Natural Resources, Inc.
4.7M0.5%45.0K95.13+37.2%
SMC
Summit Midstream Corp
3.8M0.4%124.3K34.11+76.8%
SEVN
Seven Hills Realty Trust
3.6M0.4%433.2K7.70-26.6%
SVC
Service Properties Trust
1.2M0.1%852.5K8.07-38.6%
unmapped CUSIP 112463AC8536.1K0.1%315.0K

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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