Incision Capital Management LP

CIK

2049997

City

SAN FRANCISCO

State / Country

Stock

TECK — Teck Resources Ltd

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

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Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,406,250	375,000	—	Shares	Sole	2026-05-15
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