Filed: 4/24/2026ACC: 0002060725-26-000004
📋 What this filing means
CIBRA CAPITAL LTD filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $207.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$207.21M
Total AUM (reported)
6.16M
Total Shares
Allocation by class
COM$135.19M65.2%
CL A$27.12M13.1%
COM NEW$18.75M9.0%
COMMON STOCK$10.18M4.9%
COM SER A$8.66M4.2%
CL A NEW$7.31M3.5%
Portfolio Concentration
Top 3$62.61M30.2%
4–10$88.87M42.9%
11–25$55.72M26.9%
Top 3 weight
30.2%
Top 10 weight
73.1%
Voting Authority Distribution
Total shares with voting rights: 6.16M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.16M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole25
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings25
Rows:
AMICUS THERAPEUTICS INC
SOLEShares1.69M
TypeSH
Market value$24.40M
11.78%
Sole
0.00
Shared
0.00
None
1.69M
SEALED AIR CORP NEW
SOLEShares514.64K
TypeSH
Market value$21.64M
10.44%
Sole
0.00
Shared
0.00
None
514.64K
TXNM ENERGY INC
SOLEShares283.46K
TypeSH
Market value$16.57M
8.00%
Sole
0.00
Shared
0.00
None
283.46K
MASIMO CORP
SOLEShares90.38K
TypeSH
Market value$16.08M
7.76%
Sole
0.00
Shared
0.00
None
90.38K
HOLOGIC INC
SOLEShares209K
TypeSH
Market value$15.80M
7.62%
Sole
0.00
Shared
0.00
None
209K
ALLIED GOLD CORP
SOLEShares423.65K
TypeSH
Market value$13.13M
6.34%
Sole
0.00
Shared
0.00
None
423.65K
ONESTREAM INC
SOLEShares519.69K
TypeSH
Market value$12.47M
6.02%
Sole
0.00
Shared
0.00
None
519.69K
CLEARWATER ANALYTICS HLDGS I
SOLEShares458.42K
TypeSH
Market value$10.84M
5.23%
Sole
0.00
Shared
0.00
None
458.42K
PENUMBRA INC
SOLEShares31.60K
TypeSH
Market value$10.38M
5.01%
Sole
0.00
Shared
0.00
None
31.60K
ARCELLX INC
SOLEShares88.62K
TypeSH
Market value$10.18M
4.91%
Sole
0.00
Shared
0.00
None
88.62K
WARNER BROS DISCOVERY INC
SOLEShares295.50K
TypeSH
Market value$8.11M
3.92%
Sole
0.00
Shared
0.00
None
295.50K
TERNS PHARMACEUTICALS INC
SOLEShares151.44K
TypeSH
Market value$7.98M
3.85%
Sole
0.00
Shared
0.00
None
151.44K
DIGITALBRIDGE GROUP INC
SOLEShares474.08K
TypeSH
Market value$7.31M
3.53%
Sole
0.00
Shared
0.00
None
474.08K
UNIFIRST CORP MASS
SOLEShares26.40K
TypeSH
Market value$6.64M
3.21%
Sole
0.00
Shared
0.00
None
26.40K
DIAMOND HILL INVT GROUP INC
SOLEShares32.68K
TypeSH
Market value$5.62M
2.71%
Sole
0.00
Shared
0.00
None
32.68K
VALARIS LTD
SOLEShares38.79K
TypeSH
Market value$3.80M
1.84%
Sole
0.00
Shared
0.00
None
38.79K
ELECTRONIC ARTS INC
SOLEShares15.60K
TypeSH
Market value$3.18M
1.53%
Sole
0.00
Shared
0.00
None
15.60K
AES CORP
SOLEShares195.70K
TypeSH
Market value$2.76M
1.33%
Sole
0.00
Shared
0.00
None
195.70K
ELDORADO GOLD CORP NEW
SOLEShares73.31K
TypeSH
Market value$2.52M
1.21%
Sole
0.00
Shared
0.00
None
73.31K
MISTER CAR WASH INC
SOLEShares336.90K
TypeSH
Market value$2.35M
1.13%
Sole
0.00
Shared
0.00
None
336.90K
ENVIRI CORP
SOLEShares109.39K
TypeSH
Market value$2.15M
1.04%
Sole
0.00
Shared
0.00
None
109.39K
APELLIS PHARMACEUTICALS INC
SOLEShares50K
TypeSH
Market value$2.01M
0.97%
Sole
0.00
Shared
0.00
None
50K
LIBERTY LIVE HOLDINGS INC
SOLEShares5.96K
TypeSH
Market value$546.4K
0.26%
Sole
0.00
Shared
0.00
None
5.96K
SUN CTRY AIRLS HLDGS INC
SOLEShares22.52K
TypeSH
Market value$372.0K
0.18%
Sole
0.00
Shared
0.00
None
22.52K
MISSION PRODUCE INC
SOLEShares26.78K
TypeSH
Market value$368.5K
0.18%
Sole
0.00
Shared
0.00
None
26.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMICUS THERAPEUTICS INCSOLE | COM | 1.69M | SH | $24.40M 11.78% | 0.00 | 0.00 | 1.69M |
SEALED AIR CORP NEWSOLE | COM | 514.64K | SH | $21.64M 10.44% | 0.00 | 0.00 | 514.64K |
TXNM ENERGY INCSOLE | COM | 283.46K | SH | $16.57M 8.00% | 0.00 | 0.00 | 283.46K |
MASIMO CORPSOLE | COM | 90.38K | SH | $16.08M 7.76% | 0.00 | 0.00 | 90.38K |
HOLOGIC INCSOLE | COM | 209K | SH | $15.80M 7.62% | 0.00 | 0.00 | 209K |
ALLIED GOLD CORPSOLE | COM NEW | 423.65K | SH | $13.13M 6.34% | 0.00 | 0.00 | 423.65K |
ONESTREAM INCSOLE | CL A | 519.69K | SH | $12.47M 6.02% | 0.00 | 0.00 | 519.69K |
CLEARWATER ANALYTICS HLDGS ISOLE | CL A | 458.42K | SH | $10.84M 5.23% | 0.00 | 0.00 | 458.42K |
PENUMBRA INCSOLE | COM | 31.60K | SH | $10.38M 5.01% | 0.00 | 0.00 | 31.60K |
ARCELLX INCSOLE | COMMON STOCK | 88.62K | SH | $10.18M 4.91% | 0.00 | 0.00 | 88.62K |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 295.50K | SH | $8.11M 3.92% | 0.00 | 0.00 | 295.50K |
TERNS PHARMACEUTICALS INCSOLE | COM | 151.44K | SH | $7.98M 3.85% | 0.00 | 0.00 | 151.44K |
DIGITALBRIDGE GROUP INCSOLE | CL A NEW | 474.08K | SH | $7.31M 3.53% | 0.00 | 0.00 | 474.08K |
UNIFIRST CORP MASSSOLE | COM | 26.40K | SH | $6.64M 3.21% | 0.00 | 0.00 | 26.40K |
DIAMOND HILL INVT GROUP INCSOLE | COM NEW | 32.68K | SH | $5.62M 2.71% | 0.00 | 0.00 | 32.68K |
VALARIS LTDSOLE | CL A | 38.79K | SH | $3.80M 1.84% | 0.00 | 0.00 | 38.79K |
ELECTRONIC ARTS INCSOLE | COM | 15.60K | SH | $3.18M 1.53% | 0.00 | 0.00 | 15.60K |
AES CORPSOLE | COM | 195.70K | SH | $2.76M 1.33% | 0.00 | 0.00 | 195.70K |
ELDORADO GOLD CORP NEWSOLE | COM | 73.31K | SH | $2.52M 1.21% | 0.00 | 0.00 | 73.31K |
MISTER CAR WASH INCSOLE | COM | 336.90K | SH | $2.35M 1.13% | 0.00 | 0.00 | 336.90K |
ENVIRI CORPSOLE | COM | 109.39K | SH | $2.15M 1.04% | 0.00 | 0.00 | 109.39K |
APELLIS PHARMACEUTICALS INCSOLE | COM | 50K | SH | $2.01M 0.97% | 0.00 | 0.00 | 50K |
LIBERTY LIVE HOLDINGS INCSOLE | COM SER A | 5.96K | SH | $546.4K 0.26% | 0.00 | 0.00 | 5.96K |
SUN CTRY AIRLS HLDGS INCSOLE | COM | 22.52K | SH | $372.0K 0.18% | 0.00 | 0.00 | 22.52K |
MISSION PRODUCE INCSOLE | COM | 26.78K | SH | $368.5K 0.18% | 0.00 | 0.00 | 26.78K |