Connacht Asset Management LP 13F Holdings

CIK 0001802462 · New York, NY

As of Sep 30, 2023, Connacht Asset Management LP reported 47 positions worth 6.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CASELLA WASTE SYSTEMS INCCWSTIndustrials11,874$906.0K5.37%
AXON ENTERPRISE INCAXONIndustrials3,826$761.3K4.51%
ENOVIS CORPENOVIndustrials13,028$687.0K4.07%
NORTHERN OIL & GAS INCNOGEnergy15,289$615.1K3.65%
WESCO INTERNATIONAL INCWCCIndustrials3,877$557.6K3.30%
AIR TRANSPORT SERVICES GROUP INCATSGIndustrials26,466$552.3K3.27%
CHEFS' WAREHOUSE INCCHEFConsumer Defensive24,456$518.0K3.07%
MP MATERIALS CORPMPBasic Materials23,162$442.4K2.62%
DIGITALBRIDGE GROUP INCDBRGReal Estate24,680$433.9K2.57%
UNIVERSAL DISPLAY CORPOLEDTechnology2,728$428.3K2.54%
BAUSCH & LOMB CORPBLCOHealthcare24,974$423.3K2.51%
TOPGOLF CALLAWAY BRANDS CORPMODGConsumer Cyclical30,533$422.6K2.50%
SONOS INCSONOTechnology30,579$394.8K2.34%
TIMKEN COTKRIndustrials5,357$393.7K2.33%
EAST WEST BANCORP INCEWBCFinancial Services7,126$375.6K2.23%
POST HOLDINGS INCPOSTConsumer Defensive4,372$374.9K2.22%
EXPAND ENERGY CORPEXEEnergy4,306$371.3K2.20%
AMERICOLD REALTY TRUSTCOLDReal Estate12,183$370.5K2.20%
TEXAS CAPITAL BANCSHARES INCTCBIFinancial Services6,235$367.2K2.18%
FIVE9 INCFIVNTechnology5,382$346.1K2.05%
DOUBLEVERIFY HOLDINGS INCDVTechnology12,337$344.8K2.04%
CIVITAS RESOURCES INCCIVIEnergy4,221$341.4K2.02%
SKECHERS USA INCSKXConsumer Cyclical6,693$327.6K1.94%
TENET HEALTHCARE CORPTHCHealthcare4,768$314.2K1.86%
ALLISON TRANSMISSION HOLDINGS INCALSNConsumer Cyclical5,289$312.4K1.85%