SI
Schusterman Interests, LLC
13F filer · CIK 0001857024Reported Aug 14, 2026
Net seller this quarter
13F portfolio value$383MU.S. long equity reported on 13F
Positions30 new · 1 closed
Net flow last quarter-$34.7MBuys minus sells
Top 10 positions weight51.5%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 14, 20263 positions | |||||
| $100M | 26.10% | Not reported | Not reported | Q1 2024 | |
| $75.2M | 19.63% | 1.14% | -26.5% | Q3 2025 | |
| $22.1M | 5.76% | 3.52% | Not reported | Q4 2021 | |
| Q1 2026Reported May 15, 20264 positions | |||||
| $164M | 41.95% | 1.55% | Not reported | Q3 2025 | |
| $87.1M | 22.27% | Not reported | Not reported | Q1 2024 | |
| $10.8M | 2.75% | 3.53% | Not reported | Q4 2021 | |
| $6.32M | 1.61% | 0.30% | -86.6% | Q3 2025 | |
| Q4 2025Reported Feb 17, 20264 positions | |||||
| $150M | 34.33% | 1.55% | Not reported | Q3 2025 | |
| $91.4M | 20.91% | Not reported | +1.1% | Q1 2024 | |
| $56.5M | 12.94% | 2.27% | Not reported | Q3 2025 | |
| $16.3M | 3.74% | 3.58% | Not reported | Q4 2021 | |
| Q3 2025Reported Nov 14, 20254 positions | |||||
| $148M | 33.83% | 1.55% | New | Q3 2025 | |
| $88.3M | 20.17% | Not reported | +90.6% | Q1 2024 | |
| $65.3M | 14.92% | 2.32% | New | Q3 2025 | |
| $17M | 3.88% | 3.58% | +2995.5% | Q4 2021 | |
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