Bck Capital Management Lp Top Holdings and 13F Report (2025) About Bck Capital Management LpInvestment ActivityBck Capital Management Lp has $115.87 million in total holdings as of June 30, 2025.Bck Capital Management Lp owns shares of 79 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 46.35% of the portfolio was purchased this quarter.About 56.92% of the portfolio was sold this quarter.This quarter, Bck Capital Management Lp has purchased 65 new stocks and bought additional shares in 8 stocks.Bck Capital Management Lp sold shares of 8 stocks and completely divested from 28 stocks this quarter.Largest Holdings Kellanova $13,601,777Juniper Networks $8,891,652GMS $7,067,445Albertsons Companies $5,058,098Spirit Aerosystems $4,954,159 Largest New Holdings this Quarter 36251C103 - GMS $7,067,445 Holding830566105 - Skechers U.S.A. $3,514,859 Holding78667J108 - Sage Therapeutics $2,709,005 Holding69349H107 - PNM Resources $2,089,979 Holding55903Q104 - MAG Silver $1,648,140 Holding Largest Purchases this Quarter GMS 64,988 shares (about $7.07M)Juniper Networks 546,697 shares (about $3.94M)Skechers U.S.A. 55,703 shares (about $3.51M)Sage Therapeutics 297,040 shares (about $2.71M)Spirit Aerosystems 55,701 shares (about $2.12M) Largest Sales this Quarter COLOMBIER ACQUISITION CORP I 547,665 shares (about $8.47M)COHEN CIRCLE ACQUISITION COR 378,188 shares (about $4.15M)Kellanova 32,693 shares (about $2.60M)Albertsons Companies 294,925 shares (about $2.08M)Dun & Bradstreet 167,103 shares (about $1.52M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBck Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorKKellanova$13,601,777$2,600,074 ▼-16.0%171,02711.7%Consumer DiscretionaryJNPRJuniper Networks$8,891,652$3,943,149 ▲79.7%1,232,7817.7%Computer and TechnologyGMSGMS$7,067,445$7,067,445 ▲New Holding64,9886.1%Retail/WholesaleACIAlbertsons Companies$5,058,098$2,075,200 ▼-29.1%718,8514.4%Consumer StaplesSPRSpirit Aerosystems$4,954,159$2,124,993 ▲75.1%129,8604.3%AerospaceCOHEN CIRCLE ACQUISITION COR$3,999,190$4,148,722 ▼-50.9%364,5573.5%SHS CL ASKXSkechers U.S.A.$3,514,859$3,514,859 ▲New Holding55,7033.0%Consumer DiscretionaryRDUSRadius Recycling$2,758,706$1,274,206 ▲85.8%92,9172.4%Business ServicesSAGESage Therapeutics$2,709,005$2,709,005 ▲New Holding297,0402.3%MedicalRNWReNew Energy Global$2,693,311$1,170,485 ▼-30.3%389,7702.3%EnergyGOOGLAlphabet$2,491,716$729,416 ▲41.4%14,1392.2%Computer and TechnologyWSCWillScot$2,223,209$307,095 ▲16.0%179,5391.9%FinancePNMPNM Resources$2,089,979$2,089,979 ▲New Holding37,1091.8%UtilitiesAAPLApple$2,050,879$717,274 ▲53.8%9,9961.8%Computer and TechnologyALEAllete$1,783,5170.0%27,8371.5%UtilitiesMAGMAG Silver$1,648,140$1,648,140 ▲New Holding78,0001.4%Basic MaterialsANSSANSYS$1,625,7970.0%4,6291.4%Computer and TechnologyGENIGenius Sports$1,544,7430.0%148,5331.3%Computer and TechnologyIPInternational Paper$1,519,9610.0%32,4571.3%Basic MaterialsFYBRFrontier Communications Parent$1,492,4000.0%41,0001.3%Computer and TechnologySPTNSpartanNash$1,456,950$1,456,950 ▲New Holding55,0001.3%Retail/WholesaleFAROFARO Technologies$1,449,360$1,449,360 ▲New Holding33,0001.3%Computer and TechnologyHONEHarborOne Bancorp$1,436,640$1,436,640 ▲New Holding123,0001.2%FinancePRAProAssurance$1,392,6300.0%61,0001.2%FinanceCOLUMBUS CIRCLE CAP CORP. I$1,380,600$1,380,600 ▲New Holding130,0001.2%SHS CL ACHURCHILL CAPITAL CORP IX$1,367,221$1,367,221 ▲New Holding129,9641.2%CL A SHSFLFoot Locker$1,364,674$1,364,674 ▲New Holding55,7011.2%Retail/WholesaleSTRSitio Royalties$1,341,740$1,341,740 ▲New Holding73,0001.2%EnergyIONQIonQ$1,229,372$413,286 ▼-25.2%28,6101.1%Computer and TechnologyHESHess$1,177,5900.0%8,5001.0%EnergyMTALMAC Copper$1,135,674$1,135,674 ▲New Holding93,9351.0%Basic MaterialsCHURCHILL CAP CORP X$1,133,077$1,133,077 ▲New Holding110,0001.0%UNIT 05/14/2030GSR III ACQUISITION CORP$1,052,403$1,052,403 ▲New Holding97,5350.9%CL ACENTURION ACQUISITION CORP$1,052,000$1,052,000 ▲New Holding100,0000.9%SHS CL AAACTAres Acquisition Corporation II$1,051,809$210,364 ▲25.0%92,8340.9%Financial ServicesBLEICHROEDER ACQUISITION COR$1,031,000$1,031,000 ▲New Holding100,0000.9%SHS CL AJACKSON ACQUISITION CO II$1,030,000$1,030,000 ▲New Holding100,0000.9%COM SHS CL APLUM ACQUISITION CORP IV$1,028,000$1,028,000 ▲New Holding100,0000.9%SHS CL ABPMCBlueprint Medicines$974,168$974,168 ▲New Holding7,6000.8%MedicalAGRICULTURE & NAT SOL ACQ CO$949,744$546,840 ▲135.7%87,5340.8%SHS CL ASWTXSpringWorks Therapeutics$939,800$939,800 ▲New Holding20,0000.8%MedicalCHXChampionX$867,1400.0%34,9090.7%ConstructionCOLOMBIER ACQUISITION CORP I$860,952$8,466,901 ▼-90.8%55,6890.7%COM SHS CL AVESTIS CORPORATION$846,413$39,908 ▼-4.5%203,4160.7%COM SHSDNBDun & Bradstreet$843,861$1,518,966 ▼-64.3%92,8340.7%Business ServicesCCRNCross Country Healthcare$773,2120.0%59,2500.7%Business ServicesCTLPCantaloupe$736,330$736,330 ▲New Holding67,0000.6%Business ServicesWBAWalgreens Boots Alliance$723,2400.0%63,0000.6%Retail/WholesaleTGITriumph Group$721,0000.0%28,0000.6%AerospaceAVDXAvidXchange$704,880$704,880 ▲New Holding72,0000.6%Computer and TechnologyCANTOR EQUITY PARTNERS II IN$689,375$689,375 ▲New Holding62,5000.6%CL A ORD SHSBASECouchbase$633,734$633,734 ▲New Holding25,9940.5%Computer and TechnologyIONQ INC$630,5540.0%19,9290.5%*W EXP 10/01/202KVUEKenvue$575,5750.0%27,5000.5%Consumer StaplesOXLEY BRIDGE ACQ LTD$538,038$538,038 ▲New Holding53,7500.5%UNIT 06/17/2030LIGHTWAVE ACQUISITION CORP$528,150$528,150 ▲New Holding52,5000.5%UNIT 06/06/2030MELAR ACQUISITION CORP. I$525,500$525,500 ▲New Holding50,0000.5%SHS CL ASIM ACQUISITION CORP. I$521,105$521,105 ▲New Holding50,0000.4%SHS CL AROMAN DBDR ACQUISITION CORP$517,593$517,593 ▲New Holding50,2030.4%ORD SHS CL AKOCHAV DEFENSE ACQUI CO$508,750$508,750 ▲New Holding50,0000.4%UNIT 05/21/2030CARTESIAN GROWTH CORP III$506,500$506,500 ▲New Holding50,0000.4%UNIT 02/28/2032SRDXSurmodics$505,0700.0%17,0000.4%MedicalAXIOM INTELLIGENCE AC CORP 1$504,500$504,500 ▲New Holding50,0000.4%UNIT 06/10/2030DISWalt Disney$486,7390.0%3,9250.4%Consumer DiscretionaryHTZHertz Global$478,1000.0%70,0000.4%TransportationCANTOR EQUITY PARTNERS III I$448,375$448,375 ▲New Holding42,5000.4%SHS CL AOAKUOak Woods Acquisition$434,4680.0%37,1340.4%Financial ServicesMXMagnachip Semiconductor$295,5870.0%74,2680.3%Computer and TechnologyYORKVILLE ACQUISITION CORP.$281,250$281,250 ▲New Holding25,0000.2%UNIT 06/06/2030PLPlanet Labs PBC$226,5110.0%37,1330.2%Computer and TechnologyHTZWWHertz Global$112,3360.0%30,7770.1%IndustrialsKINDNextdoor$61,6410.0%37,1330.1%Computer and TechnologyPSNYWPolestar Automotive Holding UK$57,5230.0%399,1910.0%Consumer CyclicalARES ACQUISITION CORP II$30,6350.0%27,8500.0%*W EXP 99/99/999GGROWGogoro$1810.0%13,9240.0%Consumer CyclicalCORE SCIENTIFIC INC NEW$0New Holding200,0000.0%COMTLTiShares 20+ Year Treasury Bond ETF$00.0%74,3000.0%ETFEFAiShares MSCI EAFE ETF$0New Holding14,7000.0%FinanceIWMiShares Russell 2000 ETF$0New Holding19,0000.0%FinanceXUnited States Steel$0$18,025,496 ▼-100.0%00.0%Basic MaterialsNABORS ENERGY TRANSITION COR$0$5,082,716 ▼-100.0%00.0%CL AAMSWAAmerican Software$0$2,449,640 ▼-100.0%00.0%Computer and TechnologyENFNEnfusion$0$1,471,800 ▼-100.0%00.0%Computer and TechnologyHEESH&E Equipment Services$0$1,469,245 ▼-100.0%00.0%IndustrialsITCIIntra-Cellular Therapies$0$1,451,120 ▼-100.0%00.0%MedicalNVRONevro$0$1,448,320 ▼-100.0%00.0%MedicalPLYAPlaya Hotels & Resorts$0$1,426,310 ▼-100.0%00.0%Consumer DiscretionaryFNAParagon 28$0$1,423,540 ▼-100.0%00.0%MedicalBECNBeacon Roofing Supply$0$1,378,018 ▼-100.0%00.0%Retail/WholesaleDESPDespegar.com$0$1,220,974 ▼-100.0%00.0%TransportationCMRXChimerix$0$961,630 ▼-100.0%00.0%MedicalTSVT2seventy bio$0$943,540 ▼-100.0%00.0%MedicalPYCRPaycor HCM$0$907,339 ▼-100.0%00.0%Computer and TechnologyAGSPlayAGS$0$787,150 ▼-100.0%00.0%Consumer DiscretionaryEVRIEveri$0$765,520 ▼-100.0%00.0%Business ServicesJWNNordstrom$0$721,275 ▼-100.0%00.0%Retail/WholesalePDCOPatterson Companies$0$718,520 ▼-100.0%00.0%MedicalAMPSAltus Power$0$717,750 ▼-100.0%00.0%EnergyATSGAir Transport Services Group$0$706,860 ▼-100.0%00.0%TransportationAI TRANSN ACQUISITION CORP$0$611,040 ▼-100.0%00.0%ORD SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access