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NewGen Equity Long/Short Fund

Q4 2025 · Filed 2025-11-13
Market Value
$0
-100.0%
Holdings
17
-8
New Purchases
0
Added To
0
Closed
17
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $0 0%
Mid Cap 6 $0 0%
Small Cap 3 $0 0%
Micro Cap 4 $0 0%

Portfolio Analytics

Avg Market Cap
$16.8B
Median Market Cap
$3.2B
Avg P/E
36.7
Median P/E
17.0
Avg Dividend Yield
0.01%
Avg Beta
1.04
# Stocks
17
# ETFs / Funds
0

Top Holdings (17 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LITS —% -$627K -300,000 -100.0% SOLD
2 BEP —% -$7M -239,500 -100.0% SOLD
3 IAG —% -$9M -780,000 -100.0% SOLD
4 BB —% -$14M -2,800,000 -100.0% SOLD
5 NOA —% -$5M -302,908 -100.0% SOLD
6 CCJ —% -$13M -129,400 -100.0% SOLD
7 ENB —% -$4M -90,000 -100.0% SOLD
8 ANNA —% -$92K -28,283 -100.0% SOLD
9 B —% -$14M -425,000 -100.0% SOLD
10 UEC —% -$6M -400,000 -100.0% SOLD
11 PPTA —% -$6M -245,000 -100.0% SOLD
12 SLS.TO —% -$11M -1,648,200 -100.0% SOLD
13 ASTL —% -$1M -246,097 -100.0% SOLD
14 NTSK —% -$4M -150,000 -100.0% SOLD
15 POET —% -$122K -18,900 -100.0% SOLD
16 VOXCF —% -$3M -617,500 -100.0% SOLD
17 ENRFF —% -$9M -713,344 -100.0% SOLD

Options Breakdown

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

Top Calls

SymbolSharesValueStatus
CGAU $0 SOLD
UEC $0 SOLD
SLV $0 SOLD

Top Puts

SymbolSharesValueStatus
SPY $0 SOLD
HYG $0 SOLD
QQQ $0 SOLD

Sold Out Positions

SymbolValue% Port
LITS —%
BEP —%
IAG —%
BB —%
NOA —%
CCJ —%
ENB —%
ANNA —%
B —%
UEC —%
PPTA —%
SLS.TO —%
ASTL —%
NTSK —%
POET —%
View SEC EDGAR Filings for NewGen Equity Long/Short Fund →

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