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Kite Lake Capital Management (UK) LLP

Q1 2026 · Filed 2026-05-15
Market Value
$99M
+93.9%
Holdings
5
+2
New Purchases
2
Added To
1
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
40.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CZR 14.13% 0.00% +14.13% $14M
ABVX 11.23% 0.00% +11.23% $11M
SATS 20.10% 9.21% +10.89% $20M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SIMO 51.27% 82.75% -31.49% $51M
ATUS 3.26% 8.04% -4.77% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $20M 20.1%
Mid Cap 3 $76M 76.6%
Small Cap 1 $3M 3.3%

Portfolio Analytics

Avg Market Cap
$11.9B
Median Market Cap
$8.0B
Avg P/E
13.7
Median P/E
13.7
Avg Dividend Yield
0.00%
Avg Beta
1.15
# Stocks
5
# ETFs / Funds
0

Top Holdings (5 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SIMO 51.27% 452,574 $51M $112.29 $9M -3,697 -0.8%
2 SATS 20.10% 170,200 $20M $117.07 $15M +126,900 +293.1%
3 CZR 14.13% 530,000 $14M $26.43 +530,000 NEW
4 ABVX 11.23% 100,000 $11M $111.35 +100,000 NEW
5 ATUS 3.26% 2,489,335 $3M $1.30 -$871K

Options Breakdown

4 Calls $21M Call Value 1 Puts $5M Put Value 0.22 P/C Ratio

Top Calls

SymbolSharesValueStatus
RVMD 100,000 $10M NEW
BA 40,000 $8M NEW
ABVX 29,700 $3M NEW
ACI $0 SOLD

Top Puts

SymbolSharesValueStatus
SATS 39,000 $5M NEW

New Positions

SymbolValue% Port
CZR $14M 14.13%
ABVX $11M 11.23%
View SEC EDGAR Filings for Kite Lake Capital Management (UK) LLP →

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