Incline Global Management LLC Top Holdings and 13F Report (2026) About Incline Global Management LLCInvestment ActivityIncline Global Management LLC has $254.63 million in total holdings as of March 31, 2026.Incline Global Management LLC owns shares of 24 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 55.92% of the portfolio was purchased this quarter.About 67.66% of the portfolio was sold this quarter.This quarter, Incline Global Management LLC has purchased 30 new stocks and bought additional shares in 12 stocks.Incline Global Management LLC sold shares of 6 stocks and completely divested from 12 stocks this quarter.Largest Holdings EVERFORTH ORD $17,020,322Carnival $16,623,526TE CONNECTIVITY ORD $15,835,564Norwegian Cruise Line $15,688,889CBRE Group $15,660,531 Largest New Holdings this Quarter 69121K104 - Blue Owl Capital $14,509,999 Holding03990B101 - Ares Management $14,414,619 HoldingG25457105 - Credo Technology Group $13,585,899 Holding44267T102 - HOWARD HUGHES HOLDINGS ORD $11,698,672 Holding042068205 - ARM HOLDINGS ADR $6,568,880 Holding Largest Purchases this Quarter Blue Owl Capital 1,589,266 shares (about $14.51M)Ares Management 132,123 shares (about $14.41M)Meta Platforms 24,304 shares (about $13.91M)Morningstar 82,076 shares (about $13.87M)Credo Technology Group 144,731 shares (about $13.59M) Largest Sales this Quarter Ziff Davis 361,451 shares (about $15.17M)Granite Construction 120,944 shares (about $14.50M)WEX 75,721 shares (about $11.59M)StoneCo 641,596 shares (about $9.06M)PagSeguro Digital 803,928 shares (about $8.06M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIncline Global Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEVERFORTH ORD$17,020,322$4,411,624 â–²35.0%439,6886.7%COMCUKCarnival$16,623,526$5,918,109 â–²55.3%642,3316.5%Consumer DiscretionaryTE CONNECTIVITY ORD$15,835,564$3,713,867 â–²30.6%75,7616.2%ORD SHSNCLHNorwegian Cruise Line$15,688,889$2,992,711 â–²23.6%838,9786.2%Consumer DiscretionaryCBRECBRE Group$15,660,531$7,586,031 â–²94.0%115,6106.2%FinanceJLLJones Lang LaSalle$15,141,442$9,043,782 â–²148.3%49,7555.9%FinanceMORNMorningstar$14,936,244$13,874,948 â–²1,307.4%88,3545.9%Business ServicesMSFTMicrosoft$14,930,067$8,335,488 â–²126.4%40,3335.9%Computer and TechnologyMETAMeta Platforms$14,835,903$13,905,047 â–²1,493.8%25,9315.8%Computer and TechnologyOBDCBlue Owl Capital$14,509,999$14,509,999 â–²New Holding1,589,2665.7%FinanceARESAres Management$14,414,619$14,414,619 â–²New Holding132,1235.7%FinanceCOHRCoherent$13,845,956$2,119,593 â–¼-13.3%58,1255.4%Business ServicesCRDOCredo Technology Group$13,585,899$13,585,899 â–²New Holding144,7315.3%Computer and TechnologyAMZNAmazon.com$13,356,563$1,316,266 â–²10.9%64,1315.2%Retail/WholesaleHOWARD HUGHES HOLDINGS ORD$11,698,672$11,698,672 â–²New Holding184,9304.6%COMAPHAmphenol$6,719,925$725,249 â–²12.1%53,1852.6%Computer and TechnologyARM HOLDINGS ADR$6,568,880$6,568,880 â–²New Holding43,4222.6%SPONSORED ADSBXBlackstone$6,223,489$6,223,489 â–²New Holding54,1222.4%FinancePLAYDave & Buster's Entertainment$4,395,464$3,566,449 â–²430.2%405,8601.7%Retail/WholesaleWEXWEX$2,397,066$11,588,344 â–¼-82.9%15,6630.9%Business ServicesSTNEStoneCo$1,856,441$9,059,335 â–¼-83.0%131,4760.7%Computer and TechnologyZDZiff Davis$1,698,625$15,166,486 â–¼-89.9%40,4820.7%Computer and TechnologyPAGSPagSeguro Digital$1,680,043$8,055,357 â–¼-82.7%167,6690.7%Business ServicesGVAGranite Construction$1,009,869$14,498,765 â–¼-93.5%8,4240.4%ConstructionVRTVertiv$0$15,552,636 â–¼-100.0%00.0%Computer and TechnologyPRIMORIS SVCS CORP$0$14,544,491 â–¼-100.0%00.0%COMNKENIKE$0$14,270,913 â–¼-100.0%00.0%Consumer DiscretionarySPGIS&P Global$0$13,976,670 â–¼-100.0%00.0%FinanceFLRFluor$0$12,576,541 â–¼-100.0%00.0%ConstructionGE VERNOVA INC$0$10,837,498 â–¼-100.0%00.0%COMJJacobs Solutions$0$10,658,526 â–¼-100.0%00.0%Business ServicesCORPAY INC$0$8,079,068 â–¼-100.0%00.0%COM SHSVVisa$0$8,014,074 â–¼-100.0%00.0%Business ServicesBROBrown & Brown$0$1,344,698 â–¼-100.0%00.0%FinanceCPRTCopart$0$1,115,305 â–¼-100.0%00.0%Business ServicesFLUTTER ENTMT PLC$0$825,324 â–¼-100.0%00.0%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. 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