Investor
PLUSTICK MANAGEMENT LLC
CIK 0001643351 · filed 2026-05-15 · SEC filing
13F book
$207.1M
Positions
21
8 new · 8 sold
Largest name
22.0%
Echostar Corp · ECHO
Est. mark
$5.46M
Price effect on 13 names still held. Flow −$24.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Echostar Corp | ECHO | 390K | $45.7M | 22.0% | $3.06M | Added$5.98M |
| Nextnav Inc | — | 1.71M | $27.4M | 13.2% | −$1.06M | Cut−$7.01M |
| Anterix Inc. | ATEX | 499.6K | $19.1M | 9.2% | — | New |
| Applied Digital Corp. | APLD | 640K | $15.2M | 7.3% | −$499.2K | Cut−$9.33M |
| Moderna, Inc. | MRNA | 220K | $11.2M | 5.4% | $2.77M | Added$7.34M |
| Sable Offshore Corp. | SOC | 675K | $11.2M | 5.4% | $2.63M | Added$7.99M |
| Venture Global, Inc. | VG | 675K | $10.6M | 5.1% | — | New |
| Innodata Inc | INOD | 275K | $10.6M | 5.1% | −$3.39M | Cut−$6.19M |
| Nebius Group N.V. | NBIS | 90K | $9.34M | 4.5% | $1.8M | Cut−$1.96M |
| Antero Resources Corp | AR | 175K | $7.43M | 3.6% | $1.4M | Cut−$3.6M |
| SM Energy Co | SM | 210K | $6.55M | 3.2% | — | New |
| APA Corp | APA | 140K | $5.94M | 2.9% | — | New |
| Chemours Co | CC | 225K | $4.96M | 2.4% | — | New |
| Globalstar, Inc. | GSAT | 70K | $4.65M | 2.2% | $376.6K | Cut−$5.43M |
| Everus Constr Group | — | 30K | $3.54M | 1.7% | $975K | Held |
| Occidental Pete Corp | — | 50K | $3.25M | 1.6% | — | New |
| T1 Energy Inc. | TE | 650K | $2.85M | 1.4% | −$1.49M | Cut−$2.49M |
| Lumen Technologies, Inc. | LUMN | 400K | $2.78M | 1.3% | −$328K | Held |
| Sunrun Inc. | RUN | 160K | $2.17M | 1.0% | −$774.4K | Cut−$7.03M |
| Core Natural Resources, Inc. | CNR | 20K | $2.09M | 1.0% | — | New |
| Rackspace Technology, Inc. | RXT | 700K | $685.9K | 0.3% | — | New |
Positions as of Q1 2026. 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.