BCK Capital Management LP
Last filed May 1, 2026
Net buyer this quarter
$23M
20
+$8.57M
82.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q1 2026 | |||||
| VLOS | $4.17M | 18.15% | Not reported | Not reported | Q3 2025 |
 CEPO | $4.07M | 17.75% | Not reported | Not reported | Q3 2025 |
 MCGA | $3.83M | 16.69% | Not reported | Not reported | Q3 2025 |
 WBD | $1.87M | 8.13% | 0.00% | New | Q1 2026 |
| EA | $1.43M | 6.22% | Not reported | Not reported | Q3 2025 |
| GTLS | $1.14M | 4.95% | 0.01% | Not reported | Q3 2025 |
| HOLX | $1.06M | 4.61% | 0.01% | New | Q1 2026 |
| ACLX | $459K | 2.00% | 0.01% | New | Q1 2026 |
 AES | $423K | 1.84% | 0.00% | New | Q1 2026 |
| SEE | $421K | 1.83% | 0.01% | New | Q1 2026 |
 UNF | $403K | 1.75% | 0.01% | New | Q1 2026 |
 ACI | $370K | 1.61% | 0.00% | Not reported | Q2 2023 |
| APLS | $322K | 1.40% | 0.01% | New | Q1 2026 |
 IMXI | $316K | 1.38% | 0.07% | Not reported | Q3 2025 |
 DBRG | $308K | 1.34% | 0.01% | New | Q1 2026 |
| TPH | $304K | 1.32% | 0.01% | New | Q1 2026 |
 NATH | $302K | 1.32% | 0.07% | New | Q1 2026 |
| ONTF | $300K | 1.31% | 0.09% | New | Q1 2026 |
| CWAN | $296K | 1.29% | Not reported | New | Q1 2026 |
| FOLD | $289K | 1.26% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| VLOS | $4.12M | 18.14% | Not reported | +142.8% | Q3 2025 |
| CEPO | $4.04M | 17.76% | Not reported | +221.9% | Q3 2025 |
| MCGA | $3.84M | 16.89% | Not reported | +288.0% | Q3 2025 |
 MRLN | $1.55M | 6.80% | 0.21% | +19.7% | Q2 2025 |
| ACI | $373K | 1.64% | 0.00% | -61.3% | Q2 2023 |
| Q3 2025 | |||||
| SPR | $4.65M | 4.95% | 0.10% | -7.2% | Q3 2024 |
| GTLS | $4.13M | 4.39% | 0.05% | New | Q3 2025 |
| CTLP | $3.05M | 3.25% | Not reported | +330.9% | Q2 2025 |
 TXNM | $2.43M | 2.59% | 0.04% | +16.0% | Q4 2020 |
| CCCM | $2.22M | 2.36% | Not reported | +68.8% | Q2 2025 |
| TGNA | $1.95M | 2.08% | Not reported | Not reported | Q3 2021 |
 AAPL | $1.84M | 1.95% | 0.00% | -27.8% | Q1 2024 |
 TACO | $1.79M | 1.90% | 2.29% | New | Q3 2025 |
 GENI | $1.71M | 1.81% | 0.74% | -7.3% | Q3 2021 |
| VLOS | $1.69M | 1.79% | Not reported | New | Q3 2025 |
| CCRN | $1.59M | 1.69% | 0.34% | +88.9% | Q4 2024 |
| HONE | $1.55M | 1.65% | 0.26% | -7.1% | Q2 2025 |
 GOOGL | $1.5M | 1.60% | 0.00% | -56.4% | Q1 2024 |
| HBI | $1.42M | 1.52% | 0.06% | New | Q3 2025 |
| FYBR | $1.42M | 1.51% | Not reported | -7.3% | Q3 2024 |
| VBTX | $1.4M | 1.49% | 0.08% | New | Q3 2025 |
| PBPB | $1.39M | 1.48% | 0.27% | New | Q3 2025 |
| SRDX | $1.38M | 1.47% | 0.32% | +172.5% | Q2 2024 |
 STAA | $1.37M | 1.46% | 0.10% | New | Q3 2025 |
| PRA | $1.36M | 1.44% | 0.11% | -7.2% | Q1 2025 |
| VMEO | $1.33M | 1.42% | Not reported | New | Q3 2025 |
| WNS | $1.31M | 1.40% | 0.04% | New | Q3 2025 |
| BRY | $1.3M | 1.39% | Not reported | New | Q3 2025 |
| IMXI | $1.28M | 1.36% | 0.31% | New | Q3 2025 |
| CEPO | $1.26M | 1.34% | Not reported | New | Q3 2025 |
| MRLN | $1.25M | 1.33% | Not reported | +20.5% | Q2 2025 |
 IONQ | $1.21M | 1.29% | 0.01% | -52.2% | Q4 2021 |
| CCRD | $1.16M | 1.23% | Not reported | New | Q3 2025 |
 CCIIU | $1.15M | 1.22% | Not reported | New | Q3 2025 |
| ANSC | $1.13M | 1.20% | Not reported | +18.0% | Q3 2024 |
 ALF | $1.09M | 1.16% | Not reported | +3.3% | Q2 2025 |
 JACS | $1.07M | 1.14% | Not reported | +3.3% | Q2 2025 |
 PLMK | $1.07M | 1.13% | Not reported | +3.3% | Q2 2025 |
| CAEP | $1.07M | 1.13% | Not reported | +143.1% | Q2 2025 |
 DRDB | $1.07M | 1.13% | Not reported | +105.8% | Q2 2025 |
| MCGA | $1.04M | 1.11% | Not reported | New | Q3 2025 |
| ACI | $983K | 1.05% | 0.01% | -76.1% | Q2 2023 |
 GTERU | $943K | 1.00% | Not reported | New | Q3 2025 |
| VRNA | $941K | 1.00% | 0.00% | New | Q3 2025 |
| TRML | $931K | 0.99% | 0.08% | New | Q3 2025 |
| MRUS | $917K | 0.98% | 0.01% | New | Q3 2025 |
 INACU | $870K | 0.93% | Not reported | New | Q3 2025 |
| NMPAU | $870K | 0.93% | Not reported | New | Q3 2025 |
 AXINU | $870K | 0.93% | Not reported | +72.2% | Q2 2025 |
 CCCXU | $815K | 0.87% | Not reported | -45.2% | Q2 2025 |
 WSC | $727K | 0.77% | 0.02% | -57.5% | Q1 2022 |
| CEPT | $724K | 0.77% | Not reported | +10.2% | Q2 2025 |
 MACI | $723K | 0.77% | Not reported | +37.8% | Q2 2025 |
| AL | $710K | 0.75% | 0.01% | New | Q3 2025 |
| EA | $707K | 0.75% | Not reported | New | Q3 2025 |
| Q2 2025 | |||||
| JNPR | $8.89M | 7.67% | 0.07% | -23.3% | Q1 2024 |
| GMS | $7.07M | 6.10% | 0.17% | New | Q2 2025 |
| ACI | $5.06M | 4.37% | 0.04% | -3.2% | Q2 2023 |
| SPR | $4.95M | 4.28% | 0.11% | +75.1% | Q3 2024 |
| CCIR | $4M | 3.45% | Not reported | -50.9% | Q1 2025 |
| SKX | $3.51M | 3.03% | Not reported | New | Q2 2025 |
| RDUS | $2.76M | 2.38% | Not reported | +85.8% | Q1 2025 |
| SAGE | $2.71M | 2.34% | 0.47% | New | Q2 2025 |
 RNW | $2.69M | 2.32% | Not reported | -30.3% | Q1 2023 |
| GOOGL | $2.49M | 2.15% | 0.00% | +41.4% | Q1 2024 |
| WSC | $2.22M | 1.92% | 0.04% | Not reported | Q1 2022 |
| TXNM | $2.09M | 1.80% | 0.04% | Not reported | Q4 2020 |
| AAPL | $2.05M | 1.77% | 0.00% | +53.8% | Q1 2024 |
| IONQ | $1.86M | 1.61% | 0.02% | -16.5% | Q4 2021 |
| ALE | $1.78M | 1.54% | 0.05% | Not reported | Q2 2024 |
| ANSS | $1.63M | 1.40% | 0.01% | Not reported | Q1 2024 |
| GENI | $1.54M | 1.33% | 0.80% | Not reported | Q3 2021 |
 IP | $1.52M | 1.31% | 0.01% | Not reported | Q1 2025 |
| FYBR | $1.49M | 1.29% | Not reported | Not reported | Q3 2024 |
| SPTN | $1.46M | 1.26% | 0.16% | New | Q2 2025 |
| FARO | $1.45M | 1.25% | 0.17% | New | Q2 2025 |
| HONE | $1.44M | 1.24% | 0.29% | New | Q2 2025 |
| PRA | $1.39M | 1.20% | 0.12% | Not reported | Q1 2025 |
| CCCM | $1.38M | 1.19% | Not reported | New | Q2 2025 |
| FL | $1.36M | 1.18% | 0.06% | New | Q2 2025 |
| HES | $1.18M | 1.02% | Not reported | Not reported | Q4 2023 |
| CCCXU | $1.13M | 0.98% | Not reported | New | Q2 2025 |
| GSRT | $1.05M | 0.91% | Not reported | New | Q2 2025 |
| ALF | $1.05M | 0.91% | Not reported | New | Q2 2025 |
 AACT | $1.05M | 0.91% | Not reported | +25.0% | Q2 2023 |
| MRLN | $1.03M | 0.89% | Not reported | New | Q2 2025 |
| JACS | $1.03M | 0.89% | Not reported | New | Q2 2025 |
| PLMK | $1.03M | 0.89% | Not reported | New | Q2 2025 |
| BPMC | $974K | 0.84% | 0.01% | New | Q2 2025 |
| ANSC | $950K | 0.82% | Not reported | +135.7% | Q3 2024 |
| CHX | $867K | 0.75% | 0.02% | Not reported | Q2 2024 |
 CLBR | $861K | 0.74% | Not reported | -90.8% | Q1 2025 |
 VSTS | $846K | 0.73% | 0.11% | -11.6% | Q4 2024 |
| DNB | $844K | 0.73% | 0.25% | -64.3% | Q2 2022 |
| CCRN | $773K | 0.67% | 0.18% | Not reported | Q4 2024 |
| CTLP | $736K | 0.64% | Not reported | New | Q2 2025 |
| WBA | $723K | 0.62% | 0.01% | Not reported | Q1 2025 |
| TGI | $721K | 0.62% | 0.04% | Not reported | Q1 2025 |
| AVDX | $705K | 0.61% | 0.03% | New | Q2 2025 |
| CEPT | $689K | 0.59% | Not reported | New | Q2 2025 |
| BASE | $634K | 0.55% | 0.05% | New | Q2 2025 |
 KVUE | $576K | 0.50% | 0.00% | Not reported | Q2 2024 |
| OBAWU | $538K | 0.46% | Not reported | New | Q2 2025 |
 LWACU | $528K | 0.46% | Not reported | New | Q2 2025 |
| MACI | $526K | 0.45% | Not reported | New | Q2 2025 |