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Slotnik Capital, LLC

Location
DALLAS, TX
Portfolio Value
Small $275,420,227
Diversification
Diversified
Filing Date
Global Rank
#3,870 / 8,618 ▲ 578
Top Industry
Biotechnology 19.0%
3Y Alpha vs SPY
+4.5%
Period ended 50 days ago
Filed Aug 13, 2026 · 6d
11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+70.4%
SPY
+53.9%
Annualised alpha
+4.9%
Max drawdown
−28.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 95% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

27 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
15.2%
−2.2 pts
Top 5
54.7%
−5.4 pts
Top 10
75.1%
−16.2 pts
HHI
796
Dec 2023 → Jun 2026 · range 796 – 10,000
Diversified−232

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Healthcare 35.1% $96,554,962
Communication Services 23.4% $64,548,085
Consumer Defensive 16.4% $45,240,672
Consumer Cyclical 5.0% $13,881,350
Financial Services 4.7% $12,993,431
Industrials 4.4% $12,200,670
Energy 4.2% $11,491,988
Basic Materials 3.8% $10,438,729
Technology 2.9% $8,070,340

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
4 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
5 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
15 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
12 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
27 tracked positions · $275,420,227 total · filing declares 28 positions · $386,964,888 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.