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Asset Manager ← All Institutions

Kite Lake Capital Management (UK) LLP

Q2 2025 · Filed 2025-08-14
Market Value
$59M
+8.7%
Holdings
9
+2
New Purchases
3
Added To
0
Closed
3
Reduced
2
Top 10 Concentration
100.0%
Turnover
66.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FXI 4.66% 0.00% +4.66% $3M
EIDO 4.32% 0.00% +4.32% $3M
THD 4.26% 0.00% +4.26% $3M
SIMO 49.72% 47.54% +2.17% $29M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TUR 0.00% 7.53% -7.53% $0
SATS 31.32% 35.32% -4.00% $19M
ACI 0.00% 2.14% -2.14% $0
SAGE 0.00% 1.53% -1.53% $0
ARGT 5.73% 5.93% -0.21% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $19M 31.3%
Mid Cap 3 $32M 54.4%
Small Cap 2 $3M 5.7%
Micro Cap 3 $5M 8.6%

Portfolio Analytics

Avg Market Cap
$6.8B
Median Market Cap
$916M
Avg P/E
25.8
Median P/E
25.8
Avg Dividend Yield
0.01%
Avg Beta
0.68
# Stocks
4
# ETFs / Funds
5

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SIMO 49.72% 391,528 $29M $75.17 $4M -120,600 -23.6%
2 SATS 31.32% 669,349 $19M $27.70 -$696K -82,687 -11.0%
3 ARGT 5.73% 40,000 $3M $84.73 $158K
4 FXI 4.66% 75,000 $3M $36.76 +75,000 NEW
5 EIDO 4.32% 145,000 $3M $17.63 +145,000 NEW
6 THD 4.26% 50,000 $3M $50.47 +50,000 NEW
7 ACI —% -$1M -53,000 -100.0% SOLD
8 SAGE —% -$835K -105,000 -100.0% SOLD
9 TUR —% -$4M -125,000 -100.0% SOLD

New Positions

SymbolValue% Port
FXI $3M 4.66%
EIDO $3M 4.32%
THD $3M 4.26%

Sold Out Positions

SymbolValue% Port
ACI —%
TUR —%
SAGE —%
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