Investor
Chescapmanager LLC
CIK 0001697162 · filed 2026-02-13 · SEC filing
13F book
$1.2B
Positions
20
Largest name
5.7%
Vertiv Holdings Co · VRT
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vertiv Holdings Co | VRT | 422K | $68.4M | 5.7% | — | Held |
| Alphabet Inc | — | 190.5K | $59.6M | 5.0% | — | Held |
| Microsoft Corp | MSFT | 110.9K | $53.6M | 4.5% | — | Held |
| Nvidia Corp | NVDA | 262.6K | $49M | 4.1% | — | Held |
| Us Foods Hldg Corp | — | 558.5K | $42.1M | 3.5% | — | Held |
| Cameco Corp | CCJ | 443.7K | $40.6M | 3.4% | — | Held |
| Mirion Technologies, Inc. | MIR | 1.66M | $38.9M | 3.2% | — | Held |
| Citigroup Inc | — | 311.1K | $36.3M | 3.0% | — | Held |
| Kbr, Inc. | KBR | 794.1K | $31.9M | 2.7% | — | Held |
| Disney Walt Co | — | 280K | $31.9M | 2.7% | — | Held |
| Amazon Com Inc | AMZN | 119.5K | $27.6M | 2.3% | — | Held |
| TechnipFMC PLC | FTI | 589.5K | $26.3M | 2.2% | — | Held |
| Cronos Group Inc. | CRON | 7.94M | $20.9M | 1.7% | — | Held |
| BWX Technologies, Inc. | BWXT | 117.8K | $20.4M | 1.7% | — | Held |
| Six Flags Entertainment Corp | — | 1.12M | $17.2M | 1.4% | — | Held |
| Willscot Hldgs Corp | — | 896.3K | $16.9M | 1.4% | — | Held |
| Blue Owl Capital Inc | — | 963K | $14.4M | 1.2% | — | Held |
| Composecure Inc | GPGI | 465.3K | $8.97M | 0.7% | — | Held |
| Cognition Therapeutics Inc | CGTX | 997K | $1.35M | 0.1% | — | Held |
| Grab Holdings Limited | — | 100K | $29.4K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.