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Incision Capital Management LP

13F filer · CIK 0002049997
Reported Aug 14, 2026
Net seller this quarter
13F portfolio value$103MU.S. long equity reported on 13F
Positions51 new · 0 closed
Net flow last quarter-$4.7MBuys minus sells
Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 14, 20265 positions
SESea Ltd$31.1M30.18%0.18%+4.8%Q4 2025
CROXCrocs, Inc.$25.3M24.55%0.44%-40.0%Q4 2025
TECKTeck Resources Ltd$19.3M18.72%Not reported-13.3%Q4 2025
EGOEldorado Gold Corp$15.5M15.06%0.25%NewQ2 2026
EXEEXPAND ENERGY Corp$11.9M11.49%0.05%-13.3%Q1 2026
Q1 2026Reported May 15, 20264 positions
CROXCrocs, Inc.$29.1M32.07%0.69%+7.7%Q4 2025
SESea Ltd$25.7M28.33%0.18%+121.4%Q4 2025
TECKTeck Resources Ltd$19.4M21.42%Not reported-21.1%Q4 2025
EXEEXPAND ENERGY Corp$16.5M18.18%0.06%NewQ1 2026
Q4 2025Reported Feb 17, 20265 positions
CROXCrocs, Inc.$27.8M25.21%0.65%NewQ4 2025
EQXEquinox Gold Corp.$23.2M21.01%0.21%NewQ4 2025
TECKTeck Resources Ltd$22.7M20.64%Not reportedNewQ4 2025
CVECenovus Energy Inc.$18.6M16.88%0.06%NewQ4 2025
SESea Ltd$17.9M16.20%0.08%NewQ4 2025
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