Margate Capital Management LP

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Harmonic Inc.
HLIT
$52.03M3.323.87M-26.29%-$18.55M7.98
Enhabit, Inc.
EHAB
$18.62M3.191.6M-17.45%-$3.94M2.86
Mercury Systems, Inc.
MRCY
$31.25M1.791.06MNew+$31.25M4.79
Marqeta, Inc.
MQ
$38.25M1.246.42M+34.87%+$9.89M5.87
Zuora, Inc.
ZUO
$14.1M1.041.55MNew+$14.1M2.16
EnerSys
ENS
$36.21M0.96383,315-0.6%-$218,108.145.55
Peloton Interactive, Inc.
PTON
$14.25M0.93.33M+62.64%+$5.49M2.19
Sprinklr, Inc.
CXM
$24.75M0.752.02MNew+$24.75M3.8
Fortrea Holdings Inc.
FTRE
$26.11M0.73650,373-8.71%-$2.49M4.01
Vestis Corporation
VSTS
$16.2M0.64840,563-37.35%-$9.66M2.49
Driven Brands Holdings Inc.
DRVN
$12.26M0.47776,683New+$12.26M1.88
GMS Inc.
GMS
$17.49M0.45179,646+2.11%+$360,839.392.68
Tempur Sealy International, Inc.
TPX
$40.09M0.41705,531-13.08%-$6.03M6.15
Aramark
ARMK
$33.84M0.41.04M+19.64%+$5.55M5.19
SharkNinja, Inc.
SN
$31.14M0.36499,884New+$31.14M4.78
Regal Rexnord Corporation
RRX
$39.19M0.33217,575-18.32%-$8.79M6.01
Pegasystems Inc.
PEGA
$15.69M0.29242,741-14.25%-$2.61M2.41
Axalta Coating Systems Ltd.
AXTA
$17.92M0.24520,993+2.05%+$360,166.472.75
KBR, Inc.
KBR
$15.75M0.18247,374-33.15%-$7.81M2.42
AerCap Holdings N.V.
AER
$25.34M0.15291,541-41.12%-$17.69M3.89
Burlington Stores, Inc.
BURL
$21.47M0.1592,450-38.43%-$13.4M3.29
Qorvo, Inc.
QRVO
$14.87M0.14129,496-58.55%-$21.01M2.28
J.B. Hunt Transport Services, Inc.
JBHT
$23.27M0.11116,805+15.74%+$3.16M3.57
Elastic N.V.
ESTC
$10.06M0.1100,366+47.29%+$3.23M1.54
Humana Inc.
HUM
$28.25M0.0781,485New+$28.25M4.33
Corteva, Inc.
CTVA
$27.05M0.07469,066New+$27.05M4.15
Smartsheet Inc.
SMAR
$2.68M0.0569,581New+$2.68M0.41
The Western Union Company
WU
$1.2M0.0385,9530%+$00.18
Mobileye Global Inc.
MBLY
$2.57M0.0179,899New+$2.57M0.39