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§ 13F · FUND PROFILE

Incision Capital Management LP.

AUM · $103M (13F)Positions · 5Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 14, 2026
#TickerNameShares$ value% portΔ Q2
1SESEA LTD-ADR325K$31M
2CROXCROCS INC210K$25M
3TECKTECK RESOURCES LTD-CL B325K$19M
4EGOELDORADO GOLD CORP500K$16M
5EXEEXPAND ENERGY CORPORATION130K$12M
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE INCISION SIGNAL

AC read

Incision Capital Management LP is a Other fund managing $103 million in assets. The fund runs a focused portfolio of just 5 positions.

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