Knuff & Co LLC CELH — CELSIUS HLDGS INC

Ownership history in Knuff & Co LLC  ·  6 quarters on record

AI Ownership Summary

Knuff & Co LLC reported CELSIUS HLDGS INC (CELH) in 6 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.99% in 2025 Q3. The latest visible filing shows CELH at 1.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CELH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Knuff & Co LLC's position in CELSIUS HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CELH was reported at 1.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.99% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CELH stock page Knuff & Co LLC fund profile Knuff & Co LLC full holdings
How Knuff & Co LLC held CELH — position size vs. price
% of Fund (quarterly)    CELH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 127,881 +8,517 +7.1% 1.72% $5.8M 2026-02-14 (Est.) $44.68
2025 Q3 ADDED — — — 119,364 +6,076 +5.4% 1.99% $6.9M 2025-11-13 $44.01
2025 Q2 ADDED — — — 113,288 +111,288 +5564.4% 1.65% $5.3M 2025-08-13 $56.07
2025 Q2 REDUCED 84.5% +22.7% ❌ 2,000 -10,890 -84.5% 0.01% $18K 2025-08-13 $56.07
2025 Q1 ADDED — — — 12,890 +11,005 +583.8% 0.15% $459K 2025-05-13 $37.93
2024 Q4 INITIATED — — — 1,885 — — 0.02% $50K 2025-02-10 $21.68

🏢 Other funds also holding CELH

As of 2026 Q1 — sorted by position size

BAYPOINTE PARTNERS LLC 7.3% Sullivan Wood Capital Management LLC 5.1% Savoir Faire Capital Management, L.P. 2.47% Kercheville Advisors, LLC 3Y 2.01% Future Fund LLC 3Y 1.03% GPM Growth Investors, Inc. 3Y 0.96% STABLEFORD CAPITAL II LLC 3Y 0.88% BRAUN STACEY ASSOCIATES INC 3Y 7Y 0.76% BENNETT SELBY INVESTMENTS LP 3Y 0.71% SHAKER INVESTMENTS LLC/OH 3Y 7Y 0.65%

FAQ About Knuff & Co LLC and CELH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Knuff & Co LLC reported owning CELH?

Knuff & Co LLC reported CELH across 6 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CELH position in Knuff & Co LLC's portfolio?

The largest reported portfolio weight for CELH was 1.99% in 2025 Q3.

What is the latest reported CELH position on this page?

The most recent filing on this page is 2025 Q4, when Knuff & Co LLC reported 127,881 shares, equal to 1.72% of portfolio, with an estimated market value of $5.8M.

What does the chart on this CELH ownership page compare?

The chart compares Knuff & Co LLC's quarterly CELH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Knuff & Co LLC time their CELH position?

Based on 13F filing dates vs. subsequent CELH price moves, Knuff & Co LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on CELH relative to SPY over the holding period was +79.6%.

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