Cygnus Capital Advisors, LLC
Last filed May 13, 2026
Net buyer this quarter
$146M
99
+$32.9M
37.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q1 2026 | |||||
 NONOF | $12.7M | 8.65% | Not reported | New | Q1 2026 |
 TGT | $7.13M | 4.87% | 0.01% | Not reported | Q4 2025 |
 AAP | $6.66M | 4.55% | 0.21% | +8.0% | Q4 2025 |
 UPS | $5.79M | 3.95% | 0.01% | +444.4% | Q4 2025 |
 KD | $5.06M | 3.46% | 0.17% | New | Q1 2026 |
 PFE | $4.01M | 2.74% | 0.00% | +1.9% | Q4 2025 |
 NINE | $3.73M | 2.55% | 3.26% | New | Q1 2026 |
 ADBE | $3.35M | 2.29% | 0.00% | New | Q1 2026 |
 VSNT | $3.13M | 2.14% | Not reported | New | Q1 2026 |
 TRIP | $3.03M | 2.07% | 0.24% | +79.1% | Q4 2025 |
 WDAY | $2.83M | 1.94% | 0.01% | New | Q1 2026 |
| EJTTF | $2.78M | 1.90% | Not reported | New | Q1 2026 |
 WW | $2.72M | 1.86% | 1.98% | +89.5% | Q4 2025 |
 NBIS | $2.59M | 1.77% | 0.01% | -5.3% | Q4 2025 |
 GOOG | $2.52M | 1.72% | Not reported | Not reported | Q4 2025 |
 CNNE | $2.44M | 1.67% | 0.47% | +172.7% | Q4 2025 |
 SRG | $2.39M | 1.64% | Not reported | +16.0% | Q4 2025 |
 NGL | $2.23M | 1.52% | 0.15% | -29.6% | Q4 2025 |
| DLAKF | $2.22M | 1.51% | Not reported | New | Q1 2026 |
 MX | $2.06M | 1.40% | 2.01% | +20.2% | Q4 2025 |
 NWL | $1.92M | 1.31% | 0.13% | +740.8% | Q4 2025 |
 VEON | $1.8M | 1.23% | 0.00% | -9.3% | Q4 2025 |
 KVUE | $1.77M | 1.21% | 0.01% | +66.3% | Q4 2025 |
 LYFT | $1.6M | 1.09% | 0.03% | +97.2% | Q4 2025 |
 NRP | $1.19M | 0.81% | 0.07% | +104.2% | Q4 2025 |
 CALY | $1.15M | 0.79% | 0.05% | -53.7% | Q4 2025 |
 BABA | $738K | 0.50% | 0.00% | Not reported | Q4 2025 |
 GTE | $732K | 0.50% | 0.23% | -49.1% | Q4 2025 |
 SPWR | $668K | 0.46% | 0.44% | +54.7% | Q4 2025 |
 QMCO | $590K | 0.40% | 0.85% | +78.7% | Q4 2025 |
| PNDZF | $567K | 0.39% | Not reported | New | Q1 2026 |
 JLL | $548K | 0.37% | 0.00% | New | Q1 2026 |
 MNRO | $527K | 0.36% | 0.11% | +57.5% | Q4 2025 |
 JD | $467K | 0.32% | 0.00% | Not reported | Q4 2025 |
 VITL | $400K | 0.27% | 0.06% | New | Q1 2026 |
 ARLP | $377K | 0.26% | 0.01% | +3.0% | Q4 2025 |
 KMX | $324K | 0.22% | 0.01% | +56.0% | Q4 2025 |
 AAPL | $284K | 0.19% | 0.00% | Not reported | Q4 2025 |
 PENN | $280K | 0.19% | 0.01% | Not reported | Q4 2025 |
 LGN | $259K | 0.18% | Not reported | -11.5% | Q4 2025 |
| CEI | $217K | 0.15% | Not reported | -2.6% | Q4 2025 |
 M | $213K | 0.15% | 0.00% | -57.9% | Q4 2025 |
 CRML | $211K | 0.14% | 0.03% | New | Q1 2026 |
 ZYME | $205K | 0.14% | 0.01% | +36.7% | Q4 2025 |
 ALIT | $204K | 0.14% | 0.08% | +132.1% | Q4 2025 |
 SION | $152K | 0.10% | 0.01% | +58.3% | Q4 2025 |
 IMNM | $150K | 0.10% | 0.01% | -13.8% | Q4 2025 |
 CYPH | $135K | 0.09% | 0.01% | New | Q1 2026 |
 YELP | $124K | 0.08% | 0.01% | Not reported | Q4 2025 |
 GPRO | $124K | 0.08% | 0.20% | New | Q1 2026 |
| Q4 2025 | |||||
| TGT | $5.75M | 4.19% | 0.01% | New | Q4 2025 |
| AAP | $4.59M | 3.35% | 0.19% | New | Q4 2025 |
| PFE | $3.49M | 2.55% | 0.00% | New | Q4 2025 |
 STOHF | $3.2M | 2.34% | Not reported | New | Q4 2025 |
| WW | $3.06M | 2.23% | 1.05% | New | Q4 2025 |
| GOOG | $2.76M | 2.02% | Not reported | New | Q4 2025 |
| NGL | $2.57M | 1.88% | 0.20% | New | Q4 2025 |
| SRG | $2.39M | 1.74% | Not reported | New | Q4 2025 |
| TRIP | $2.31M | 1.69% | 0.14% | New | Q4 2025 |
| VEON | $2.25M | 1.64% | 0.00% | New | Q4 2025 |
| NBIS | $2.21M | 1.61% | 0.01% | New | Q4 2025 |
| CALY | $2.1M | 1.53% | 0.10% | New | Q4 2025 |
| SOHO | $1.83M | 1.33% | Not reported | New | Q4 2025 |
 DQ | $1.61M | 1.18% | 0.02% | New | Q4 2025 |
| MX | $1.56M | 1.14% | 1.69% | New | Q4 2025 |
| CNNE | $1.24M | 0.90% | 0.17% | New | Q4 2025 |
| LYFT | $1.18M | 0.86% | 0.02% | New | Q4 2025 |
| UPS | $1.07M | 0.78% | 0.00% | New | Q4 2025 |
| KVUE | $1.07M | 0.78% | 0.00% | New | Q4 2025 |
| BABA | $862K | 0.63% | 0.00% | New | Q4 2025 |
| GTE | $679K | 0.50% | 0.45% | New | Q4 2025 |
| M | $617K | 0.45% | 0.01% | New | Q4 2025 |
| SPWR | $534K | 0.39% | 0.31% | New | Q4 2025 |
| NRP | $501K | 0.37% | 0.04% | New | Q4 2025 |
| JD | $456K | 0.33% | 0.00% | New | Q4 2025 |
| QMCO | $448K | 0.33% | 0.49% | New | Q4 2025 |
| MNRO | $418K | 0.31% | 0.07% | New | Q4 2025 |
| QVCGP | $413K | 0.30% | Not reported | New | Q4 2025 |
| DPM | $373K | 0.27% | 0.00% | New | Q4 2025 |
| ARLP | $307K | 0.22% | 0.01% | New | Q4 2025 |
| AAPL | $304K | 0.22% | 0.00% | New | Q4 2025 |
| ALIT | $294K | 0.21% | 0.03% | New | Q4 2025 |
| PENN | $274K | 0.20% | 0.01% | New | Q4 2025 |
| LGN | $259K | 0.19% | Not reported | New | Q4 2025 |
| NWL | $247K | 0.18% | 0.02% | New | Q4 2025 |
| CEI | $217K | 0.16% | Not reported | New | Q4 2025 |
| KMX | $193K | 0.14% | 0.00% | New | Q4 2025 |
| IMNM | $172K | 0.13% | 0.01% | New | Q4 2025 |
| ZYME | $158K | 0.12% | 0.01% | New | Q4 2025 |
| YELP | $152K | 0.11% | 0.01% | New | Q4 2025 |
 AGI | $142K | 0.10% | 0.00% | New | Q4 2025 |
 SPRY | $123K | 0.09% | 0.01% | New | Q4 2025 |
| TRMLF | $117K | 0.09% | Not reported | New | Q4 2025 |
 IMMR | $102K | 0.07% | 0.05% | New | Q4 2025 |
| SION | $99K | 0.07% | 0.01% | New | Q4 2025 |
 STOK | $95K | 0.07% | 0.01% | New | Q4 2025 |
 EWTX | $85K | 0.06% | 0.00% | New | Q4 2025 |
 ANNX | $60K | 0.04% | 0.01% | New | Q4 2025 |
| FOLD | $58K | 0.04% | 0.00% | New | Q4 2025 |
 MBX | $57K | 0.04% | 0.00% | New | Q4 2025 |