The Analysis of PLUSTICK MANAGEMENT LLC's Holdings


Currently, PLUSTICK MANAGEMENT LLC holds 21 types of securities in its portfolio with a total value $226.0M. In the most recent quarter, they have increased their positions in RUN (+500.0K shares, valued at $9.2M), CCCX (+400.0K shares, valued at $6.2M), TE (+800.0K shares, valued at $5.3M); decreased their positions in APLD (-640.0K shares, valued at $15.7M), COMM (-600.0K shares, valued at $10.9M), AR (-150.0K shares, valued at $5.2M); initiated new positions in RUN (+500.0K shares, valued at $9.2M), CCCX (+400.0K shares, valued at $6.2M), TE (+800.0K shares, valued at $5.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SATS ECHOSTAR CORP365.0K shares-8.75%2025-12-312026-02-17history
NN NEXTNAV INC2.1M shares1.27%2025-12-312026-02-17history
APLD APPLIED DIGITAL CORP1.0M shares-39.02%2025-12-312026-02-17history
INOD INNODATA INC330.0K shares-8.33%2025-12-312026-02-17history
NBIS NEBIUS GROUP N.V.135.0K shares-3.57%2025-12-312026-02-17history
AR ANTERO RESOURCES CORP320.0K shares-31.91%2025-12-312026-02-17history
FSLR FIRST SOLAR INC40.0K shares0.00%2025-12-312026-02-17history
GSAT GLOBALSTAR INC165.1K shares0.00%2025-12-312026-02-17history
Sponsored
YOU CLEAR SECURE INC275.0K shares25.00%2025-12-312026-02-17history
RUN SUNRUN INC500.0K sharesnew addition2025-12-312026-02-17history
LYFT LYFT INC400.0K shares0.00%2025-12-312026-02-17history
SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC225.0K shares-10.00%2025-12-312026-02-17history
CCCX CHURCHILL CAP CORP X400.0K sharesnew addition2025-12-312026-02-17history
TE T1 ENERGY INC800.0K sharesnew addition2025-12-312026-02-17history
NXDR NEXTDOOR HOLDINGS INC2.1M shares-19.23%2025-12-312026-02-17history
MRNA MODERNA INC130.0K shares116.67%2025-12-312026-02-17history
Sponsored
LENZ LENZ THERAPEUTICS INC200.0K shares0.00%2025-12-312026-02-17history
SOC SABLE OFFSHORE CORP350.0K sharesnew addition2025-12-312026-02-17history
LUMN LUMEN TECHNOLOGIES INC400.0K sharesnew addition2025-12-312026-02-17history
COMM COMMSCOPE HLDG CO INC150.0K shares-80.00%2025-12-312026-02-17history
ECG EVERUS CONSTR GROUP30.0K shares0.00%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available