account_balance

Investment manager · 13F filer · SEC CIK 2049997

Incision Capital Management LP

Reported value$98.9Mas of Sep 30, 2026
Positions6 2 new, 1 sold out
Top 10 weight100.0%SE alone is 31%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 6 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 6 as a list
SE Sea Ltd 31.0% Trimmed −3%TECK Teck Resources Ltd 23.3% Added +8%EQX Equinox Gold Corp. 14.6% NewCLF Cleveland-Cliffs Inc. 14.3% NewEGO Eldorado Gold Corp 9.7% Trimmed −50%CROX Crocs, Inc. 7.1% Trimmed −71%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 14, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist