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Gullane Capital, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$60M
-65.9%
Holdings
4
+2
New Purchases
2
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PLTR 1.58% 0.40% +1.18% $954K
YNDX 0.37% 0.00% +0.37% $225K
CORZZ 0.12% 0.00% +0.12% $73K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CORZ 97.93% 99.60% -1.67% $59M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $954K 1.6%
Large Cap 1 $225K 0.4%
Mid Cap 2 $59M 98.0%

Portfolio Analytics

Avg Market Cap
$86.4B
Median Market Cap
$11.6B
Avg P/E
105.0
Median P/E
105.0
Avg Dividend Yield
—%
Avg Beta
3.33
# Stocks
4
# ETFs / Funds
0

Top Holdings (4 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CORZ 97.93% 3,295,979 $59M $17.94 -$117M -7,028,794 -68.1%
2 PLTR 1.58% 5,232 $954K $182.42 $241K
3 YNDX 0.37% 2,000 $225K $112.27 +2,000 NEW
4 CORZZ 0.12% 4,068 $73K $17.94 +4,068 NEW

Options Breakdown

1 Calls $495K Call Value 1 Puts $896K Put Value 1.81 P/C Ratio

Top Calls

SymbolSharesValueStatus
CORZ 5,000 $495K

Top Puts

SymbolSharesValueStatus
CORZ 7,000 $896K

New Positions

SymbolValue% Port
YNDX $225K 0.37%
CORZZ $73K 0.12%
View SEC EDGAR Filings for Gullane Capital, LLC →

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