PLUSTICK MANAGEMENT LLC 13F Holdings

CIK 0001643351 · CHARLOTTESVILLE, VA

As of Sep 30, 2025, PLUSTICK MANAGEMENT LLC reported 20 positions worth $238.5M in its SEC Form 13F filing.

Top 20 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLIED DIGITAL CORPAPLDFinancial Services1,640,000$37.6M15.78%
ECHOSTAR CORPSATSTechnology400,000$30.5M12.81%
NEXTNAV INCNNTechnology2,040,000$29.2M12.23%
INNODATA INCINODTechnology360,000$27.7M11.64%
ANTERO RESOURCES CORPAREnergy470,000 5.8M6.61%
NEBIUS GROUP NVNBISCommunication Services140,000 5.7M6.59%
SUPER MICRO COMPUTER INCSMCITechnology250,000 2.0M5.03%
COMMSCOPE HOLDING COMPANY INCCOMMTechnology750,000 1.6M4.87%
LENZ THERAPEUTICS INCLENZHealthcare200,000$9.3M3.91%
FIRST SOLAR INCFSLRTechnology40,000$8.8M3.70%
LYFT INCLYFTTechnology400,000$8.8M3.69%
CLEAR SECURE INCYOUTechnology220,000$7.3M3.08%
GLOBALSTAR INCGSATCommunication Services165,111$6.0M2.52%
WW INTL INCWWConsumer Cyclical210,000$5.7M2.41%
NEXTDOOR HOLDINGS INCNXDRCommunication Services2,600,000$5.4M2.28%
EVERUS CONSTRUCTION GROUP INCECGConsumer Cyclical30,000$2.6M1.08%
WARNER BROS DISCOVERY INCWBDCommunication Services100,000$2.0M0.82%
MODERNA INCMRNAHealthcare60,000 .5M0.65%
HEWLETT PACKARD ENTERPRISE COHPETechnology20,000$491.2K0.21%
PFIZER INCPFEHealthcare10,000$254.8K0.11%