Burkehill Global Management, LP
Top Portfolio Positions
134 positions ·
$1,372,523,300 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ITT |
Itt Inc.
Industrials
|
350,000 | $60,728,500 | 4.42% |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
2,000,000 | $52,360,000 | 3.81% |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
500,000 | $48,565,000 | 3.54% |
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
450,000 | $47,124,000 | 3.43% |
| CRWV |
CoreWeave, Inc.
Technology
|
634,640 | $45,446,570 | 3.31% |
| ROL |
Rollins Inc
Consumer Cyclical
|
725,000 | $43,514,500 | 3.17% |
| SARO |
StandardAero, Inc.
Industrials
|
1,500,000 | $43,020,000 | 3.13% |
| MDLN |
Medline Inc.
Healthcare
|
967,500 | $40,635,000 | 2.96% |
| O |
Realty Income Corp
Real Estate
|
600,000 | $33,822,000 | 2.46% |
| GLXY |
Galaxy Digital Inc.
Financial Services
|
1,400,000 | $31,304,000 | 2.28% |
Portfolio Trend
Holdings in OLMA
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $3,125,000 | 125,000 | Shares | Sole | 2026-02-17 | |
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