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Castle Hook Partners LP

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
52
-28
New Purchases
0
Added To
0
Closed
52
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 9 $0 0%
Large Cap 37 $0 0%
Mid Cap 4 $0 0%
Small Cap 2 $0 0%

Portfolio Analytics

Avg Market Cap
$359.8B
Median Market Cap
$62.0B
Avg P/E
73.1
Median P/E
39.5
Avg Dividend Yield
0.01%
Avg Beta
1.54
# Stocks
52
# ETFs / Funds
0

Top Holdings (52 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ALB —% -$207M -1,463,199 -100.0% SOLD
2 ARES —% -$28M -173,679 -100.0% SOLD
3 AA —% -$211M -3,968,265 -100.0% SOLD
4 TEVA —% -$82M -2,627,792 -100.0% SOLD
5 ARE —% -$2M -38,137 -100.0% SOLD
6 SNOW —% -$598K -2,725 -100.0% SOLD
7 DHR —% -$264M -1,152,081 -100.0% SOLD
8 EVH —% -$4M -937,628 -100.0% SOLD
9 SQM —% -$69M -1,006,637 -100.0% SOLD
10 WMB —% -$62M -1,033,774 -100.0% SOLD
11 CLF —% -$240M -18,083,029 -100.0% SOLD
12 DKS —% -$116M -588,331 -100.0% SOLD
13 MT —% -$6M -130,669 -100.0% SOLD
14 RKT —% -$2M -82,080 -100.0% SOLD
15 CIEN —% -$3M -11,479 -100.0% SOLD
16 PLD —% -$73M -572,165 -100.0% SOLD
17 LLY —% -$412M -383,550 -100.0% SOLD
18 KKR —% -$3M -22,303 -100.0% SOLD
19 COF —% -$5M -21,586 -100.0% SOLD
20 CCJ —% -$191M -2,088,962 -100.0% SOLD
21 COMP —% -$1M -136,139 -100.0% SOLD
22 FICO —% -$3M -1,639 -100.0% SOLD
23 U —% -$219M -4,967,901 -100.0% SOLD
24 APP —% -$265M -393,813 -100.0% SOLD
25 GEHC —% -$67M -820,007 -100.0% SOLD
26 DXCM —% -$149M -2,251,011 -100.0% SOLD
27 DASH —% -$53M -232,908 -100.0% SOLD
28 FSLR —% -$116M -443,731 -100.0% SOLD
29 ADI —% -$876K -3,231 -100.0% SOLD
30 AMAT —% -$62M -241,718 -100.0% SOLD
31 C —% -$607M -5,200,555 -100.0% SOLD
32 FCX —% -$180M -3,534,298 -100.0% SOLD
33 LITE —% -$4M -10,568 -100.0% SOLD
34 SHOP —% -$319M -1,979,636 -100.0% SOLD
35 SNDK —% -$2M -7,208 -100.0% SOLD
36 SHLS —% -$40M -4,717,105 -100.0% SOLD
37 SOLS —% -$58M -1,190,374 -100.0% SOLD
38 UPST —% -$2M -48,545 -100.0% SOLD
39 WDC —% -$228M -1,325,670 -100.0% SOLD
40 WMT —% -$223M -2,003,962 -100.0% SOLD
41 AVGO —% -$2M -4,364 -100.0% SOLD
42 GOOG —% -$199M -634,752 -100.0% SOLD
43 INSM —% -$218M -1,253,568 -100.0% SOLD
44 NTRA —% -$497M -2,167,869 -100.0% SOLD
45 NVDA —% -$6M -30,686 -100.0% SOLD
46 TSLA —% -$272M -605,443 -100.0% SOLD
47 TSCO —% -$11M -225,000 -100.0% SOLD
48 TTMI —% -$133M -1,932,618 -100.0% SOLD
49 STX —% -$221M -802,414 -100.0% SOLD
50 FIX —% -$250M -267,834 -100.0% SOLD
51 CVNA —% -$293M -695,090 -100.0% SOLD
52 WELL —% -$232M -1,249,056 -100.0% SOLD

Options Breakdown

3 Calls $0 Call Value 2 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
GLD $0 SOLD
DXCM $0 SOLD
ALB $0 SOLD

Top Puts

SymbolSharesValueStatus
SPY $0 SOLD
QQQ $0 SOLD

Sold Out Positions

SymbolValue% Port
ALB —%
ARES —%
AA —%
TEVA —%
ARE —%
SNOW —%
DHR —%
EVH —%
SQM —%
WMB —%
CLF —%
DKS —%
MT —%
RKT —%
CIEN —%
View SEC EDGAR Filings for Castle Hook Partners LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms