Potrero Capital Research LLC
Top Portfolio Positions
30 positions ·
$162,900,717 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BL |
Blackline, Inc.
Technology
|
421,149 | $15,582,513 | 9.57% | |
| STX |
Seagate Technology Holdings plc
Technology
|
28,340 | $11,102,478 | 6.82% | |
| BIRK |
Birkenstock Holding plc
Consumer Cyclical
|
304,339 | $10,904,466 | 6.69% | |
| TAC |
Transalta Corp
Utilities
|
790,373 | $10,353,885 | 6.36% | |
| AMRZ |
Amrize Ltd
Basic Materials
|
167,358 | $9,375,395 | 5.76% | |
| YETI |
YETI Holdings, Inc.
Consumer Cyclical
|
254,953 | $9,328,730 | 5.73% | |
| GLW |
Corning Inc /Ny
Technology
|
65,720 | $8,935,948 | 5.49% | |
| ATEX |
Anterix Inc.
Communication Services
|
229,561 | $8,766,934 | 5.38% | |
| CROX |
Crocs, Inc.
Consumer Cyclical
|
100,990 | $8,384,189 | 5.15% | |
| GEV |
GE Vernova Inc.
Industrials
|
9,085 | $7,930,296 | 4.87% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TPB
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,211,658 | 48,527 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,571,808 | 106,751 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,024,903 | 131,751 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,648,892 | 166,938 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,922,794 | 166,938 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||