Burkehill Global Management, LP

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Burkehill Global Management, LP maintained a portfolio of 212 distinct positions. The most significant new addition to the portfolio was ITT INC, which now represents 4.00% of the total fund value. Conversely, Burkehill Global Management, LP completely exited their position in SANDISK CORP.
PCA Score Concentration Risk
Risk ENB
Total Positions
212
Quarter
2025 Q4
Top Holding
ITT (4.0%)
Top 10 Concentration
29.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 212
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
ITT
ITT INC
Industrials 4.00% #1
Prev: #—
7.1 350,000 no change
NEW
350,000 $60,728,500 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SOFI
SOFI TECHNOLOGI...
Financial Services 3.45% 1.50% #2 17
Prev: #19
5.9 1,000,000 100.0%
P
S
2,000,000 $52,360,000 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NDAQ
NASDAQ INC
Financial Services 3.20% 2.51% #3 2
Prev: #5
3.3 no change no change
P
S
500,000 $48,565,000 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EL
LAUDER ESTEE CO...
Consumer Defensive 3.10% #4
Prev: #—
5.2 450,000 no change
NEW
450,000 $47,124,000 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CRWV
COREWEAVE INC
Technology 2.99% 6.10% #5 4
Prev: #1
2.2 -150,360 -19.2%
P
S
634,640 $45,446,570 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ROL
ROLLINS INC
Consumer Cyclical 2.87% #6
Prev: #—
4.6 725,000 no change
NEW
725,000 $43,514,500 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SARO
STANDARDAERO IN...
Industrials 2.83% 2.33% #7 2
Prev: #9
2.1 no change no change
P
S
1,500,000 $43,020,000 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MDLN
MEDLINE INC
Healthcare 2.68% #8
Prev: #—
4.6 967,500 no change
NEW
967,500 $40,635,000 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
O
REALTY INCOME C...
Real Estate 2.23% #9
Prev: #—
4.4 600,000 no change
NEW
600,000 $33,822,000 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GLXY
GALAXY DIGITAL ...
Financial Services 2.06% 2.69% #10 6
Prev: #4
1.8 no change no change
P
S
1,400,000 $31,304,000 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FIGR
FIGURE TECHNOLO...
Financial Services 1.88% 1.24% #11 14
Prev: #25
2.8 100,000 16.7%
P
S
700,000 $28,588,000 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VIK
VIKING HOLDINGS...
Consumer Cyclical 1.88% 1.41% #12 8
Prev: #20
1.8 no change no change
P
S
400,000 $28,564,000 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SYM
SYMBOTIC INC
Industrials 1.86% #13
Prev: #—
4.2 475,000 no change
NEW
475,000 $28,262,500 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NBIS
NEBIUS GROUP N....
Communication Services 1.79% 2.07% #14 3
Prev: #11
1.7 no change no change
P
S
325,000 $27,204,125 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LOAR
LOAR HOLDINGS I...
Industrials 1.79% 2.27% #15 5
Prev: #10
0.7 -100,000 -20.0%
P
S
400,000 $27,200,000 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KTOS
KRATOS DEFENSE ...
Industrials 1.75% 1.82% #16 4
Prev: #12
1.7 no change no change
P
S
350,000 $26,568,500 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CHWY
CHEWY INC
Consumer Cyclical 1.63% 1.72% #17 3
Prev: #14
1.7 no change no change
P
S
750,000 $24,787,500 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GDS
GDS HLDGS LTD
Technology 1.61% 1.54% #18 1
Prev: #17
1.6 no change no change
P
S
700,000 $24,430,000 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ULS
UL SOLUTIONS IN...
Industrials 1.56% 1.21% #19 7
Prev: #26
1.6 no change no change
P
S
300,000 $23,658,000 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ACHR
ARCHER AVIATION...
Industrials 1.55% 1.09% #20 11
Prev: #31
3.6 1,125,000 56.2%
P
S
3,125,000 $23,500,000 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SN
SHARKNINJA INC
Consumer Cyclical 1.47% 1.17% #21 7
Prev: #28
1.6 no change no change
P
S
200,000 $22,380,000 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MBLY
MOBILEYE GLOBAL...
Consumer Cyclical 1.38% 2.41% #22 15
Prev: #7
0.6 -1,000,000 -33.3%
P
S
2,000,000 $20,880,000 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
DUKE ENERGY COR...
Bond/Debt 1.36% 1.52% #23 5
Prev: #18
0.5 -5,000,000 -20.0%
P
S
20,000,000 $20,627,900 13F Filing 2025-12-31 2026-02-14 (Est.)
WAY
WAYSTAR HLDG CO...
Healthcare 1.29% 1.29% #24 2
Prev: #22
1.5 no change no change
P
S
600,000 $19,650,000 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CENX
CENTURY ALUM CO
Basic Materials 1.29% #25
Prev: #—
4.0 500,000 no change
NEW
500,000 $19,590,000 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SNDK
SANDISK CORP
Technology 0.00% 5.10%
Sold All 😨
(Was: #2)
0.0 -800,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BRO
BROWN & BROWN I...
Financial Services 0.00% 4.00%
Sold All 😨
(Was: #3)
0.0 -750,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LTM
LATAM AIRLINES ...
Industrials 0.00% 2.44%
Sold All 😨
(Was: #6)
0.0 -950,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VRSN
VERISIGN INC
Technology 0.00% 2.39%
Sold All 😨
(Was: #8)
0.0 -150,730 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FOX
FOX CORP
Communication Services 0.00% 1.74%
Sold All 😨
(Was: #13)
0.0 -533,920 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BEKE
KE HLDGS INC
Real Estate 0.00% 1.62%
Sold All 😨
(Was: #15)
0.0 -1,500,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ETR
ENTERGY CORP NE...
Utilities 0.00% 1.59%
Sold All 😨
(Was: #16)
0.0 -300,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LPLA
LPL FINL HLDGS ...
Financial Services 0.00% 1.32%
Sold All 😨
(Was: #21)
0.0 -70,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KGS
KODIAK GAS SVCS...
Energy 0.00% 1.26%
Sold All 😨
(Was: #23)
0.0 -600,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PRMB
PRIMO BRANDS CO...
Consumer Defensive 0.00% 1.26%
Sold All 😨
(Was: #24)
0.0 -1,000,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MMYT
MAKEMYTRIP LIMI...
Consumer Cyclical 0.00% 1.20%
Sold All 😨
(Was: #27)
0.0 -225,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ESLT
ELBIT SYS LTD
Industrials 0.00% 1.16%
Sold All 😨
(Was: #29)
0.0 -40,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TTWO
TAKE-TWO INTERA...
Communication Services 0.00% 1.10%
Sold All 😨
(Was: #30)
0.0 -75,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QXO
QXO INC
Industrials 0.00% 1.08%
Sold All 😨
(Was: #32)
0.0 -1,000,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ADC
AGREE RLTY CORP
Real Estate 0.00% 1.01%
Sold All 😨
(Was: #34)
0.0 -250,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MRX
MAREX GROUP PLC
Financial Services 0.00% 0.96%
Sold All 😨
(Was: #36)
0.0 -500,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BBIO
BRIDGEBIO PHARM...
Healthcare 0.00% 0.81%
Sold All 😨
(Was: #39)
0.0 -275,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SFD
SMITHFIELD FOOD...
Consumer Defensive 0.00% 0.80%
Sold All 😨
(Was: #40)
0.0 -600,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NWS
NEWS CORP NEW
Communication Services 0.00% 0.79%
Sold All 😨
(Was: #42)
0.0 -400,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LTH
LIFE TIME GROUP...
Consumer Cyclical 0.00% 0.78%
Sold All 😨
(Was: #43)
0.0 -500,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XEL
XCEL ENERGY INC
Utilities 0.00% 0.73%
Sold All 😨
(Was: #46)
0.0 -160,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KNTK
KINETIK HOLDING...
Energy 0.00% 0.61%
Sold All 😨
(Was: #48)
0.0 -250,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AEE
AMEREN CORP
Utilities 0.00% 0.59%
Sold All 😨
(Was: #49)
0.0 -100,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MP
MP MATERIALS CO...
Basic Materials 0.00% 0.57%
Sold All 😨
(Was: #52)
0.0 -150,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CRBG
COREBRIDGE FINL...
Financial Services 0.00% 0.55%
Sold All 😨
(Was: #54)
0.0 -300,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
AKAMAI TECHNOLO...
Bond/Debt 0.00% 0.53%
Sold All 😨
(Was: #57)
0.0 -10,000,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
CWAN
CLEARWATER ANAL...
Technology 0.00% 0.52%
Sold All 😨
(Was: #60)
0.0 -505,548 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RHP
RYMAN HOSPITALI...
Real Estate 0.00% 0.51%
Sold All 😨
(Was: #61)
0.0 -100,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMRZ
AMRIZE LTD
Basic Materials 0.00% 0.48%
Sold All 😨
(Was: #62)
0.0 -175,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NTST
NETSTREIT CORP
Real Estate 0.00% 0.46%
Sold All 😨
(Was: #65)
0.0 -450,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OS
ONESTREAM INC
Technology 0.00% 0.42%
Sold All 😨
(Was: #67)
0.0 -400,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SOLV
SOLVENTUM CORP
Healthcare 0.00% 0.41%
Sold All 😨
(Was: #69)
0.0 -100,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TBBB
BBB FOODS INC
Consumer Defensive 0.00% 0.38%
Sold All 😨
(Was: #72)
0.0 -250,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SITM
SITIME CORP
Technology 0.00% 0.34%
Sold All 😨
(Was: #78)
0.0 -20,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DTM
DT MIDSTREAM IN...
Energy 0.00% 0.32%
Sold All 😨
(Was: #81)
0.0 -50,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GGAL
GRUPO FINANCIER...
Financial Services 0.00% 0.31%
Sold All 😨
(Was: #82)
0.0 -200,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
BAIN CAP GSS IN...
Unknown 0.00% 0.29%
Sold All 😨
(Was: #85)
0.0 -500,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
DLO
DLOCAL LTD
Technology 0.00% 0.24%
Sold All 😨
(Was: #88)
0.0 -300,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FVR
FRONTVIEW REIT ...
Real Estate 0.00% 0.23%
Sold All 😨
(Was: #92)
0.0 -300,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CUBI
CUSTOMERS BANCO...
Financial Services 0.00% 0.22%
Sold All 😨
(Was: #93)
0.0 -60,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PR
PERMIAN RESOURC...
Energy 0.00% 0.22%
Sold All 😨
(Was: #94)
0.0 -300,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MRUS
MERUS N V
Healthcare 0.00% 0.21%
Sold All 😨
(Was: #96)
0.0 -40,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FG
F&G ANNUITIES &...
Financial Services 0.00% 0.18%
Sold All 😨
(Was: #101)
0.0 -100,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KSPI
KASPI KZ JSC
Technology 0.00% 0.16%
Sold All 😨
(Was: #106)
0.0 -35,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KLC
KINDERCARE LEAR...
Consumer Defensive 0.00% 0.15%
Sold All 😨
(Was: #107)
0.0 -400,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SVV
SAVERS VALUE VL...
Consumer Cyclical 0.00% 0.15%
Sold All 😨
(Was: #108)
0.0 -200,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EE
EXCELERATE ENER...
Energy 0.00% 0.14%
Sold All 😨
(Was: #110)
0.0 -100,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BY
BYLINE BANCORP ...
Financial Services 0.00% 0.12%
Sold All 😨
(Was: #116)
0.0 -75,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RYTM
RHYTHM PHARMACE...
Healthcare 0.00% 0.11%
Sold All 😨
(Was: #119)
0.0 -20,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TALO
TALOS ENERGY IN...
Energy 0.00% 0.11%
Sold All 😨
(Was: #121)
0.0 -200,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FLOC
FLOWCO HLDGS IN...
Energy 0.00% 0.10%
Sold All 😨
(Was: #125)
0.0 -115,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CELC
CELCUITY INC
Healthcare 0.00% 0.08%
Sold All 😨
(Was: #129)
0.0 -27,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ASR
ATEGRITY SPECIA...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #138)
0.0 -20,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PEPG
PEPGEN INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #139)
0.0 -10,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 212 holdings

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