Incision Capital Management LP

CIK

2049997

City

SAN FRANCISCO

State / Country

CA

Stock

CVE — Cenovus Energy Inc.

Top Portfolio Positions

4 positions · $90,601,350 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
CROX	Crocs, Inc. Consumer Cyclical	350,000	$29,057,000	32.07%
SE	Sea Ltd Consumer Cyclical	310,000	$25,671,100	28.33%
TECK	Teck Resources Ltd Basic Materials	375,000	$19,406,250	21.42%
EXE	EXPAND ENERGY Corp Energy	150,000	$16,467,000	18.18%

2 quarters · across all stocks

1 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$18,612,000	1,100,000	—	Shares	Sole	2026-02-17
No 13F history on record for this holder in this stock.