ODYSSEAN, LLC

PrivateCIK: 2092853
Location

DARIEN, CT

418
Positions
$273.92M
Total AUM (reported)
8.52M
Total Shares

Allocation by class

TOTAL AUM$273.92M418 positions
COM$180.25M65.8%
CL A$25.94M9.5%
COM CL A$18.47M6.7%
COM NEW$13.37M4.9%
COMMON STOCK$5.72M2.1%
CL A COM$5.06M1.8%
CLASS A COM$3.53M1.3%

Portfolio Concentration

Top 31.9%4–104.1%11–258.2%Rest85.8%TOP 106.0%0%100%
Top 3$5.32M1.9%
4–10$11.17M4.1%
11–25$22.51M8.2%
Rest$234.92M85.8%

Top 3 weight

1.9%

Top 10 weight

6.0%

Voting Authority Distribution

Total shares with voting rights: 8.52M

Sole

Full voting authority

8.52M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole418
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings418
Rows:

UNITED THERAPEUTICS CORP DEL

SOLE
COM
Shares3.09K
TypeSH
Market value$1.83M
0.67%
Sole
3.09K
Shared
0.00
None
0.00

LYONDELLBASELL INDUSTRIES NV

SOLE
SHS - A -
Shares21.99K
TypeSH
Market value$1.77M
0.65%
Sole
21.99K
Shared
0.00
None
0.00

MATADOR RES CO

SOLE
COM
Shares27.22K
TypeSH
Market value$1.72M
0.63%
Sole
27.22K
Shared
0.00
None
0.00

PERMIAN RESOURCES CORP

SOLE
CLASS A COM
Shares79.47K
TypeSH
Market value$1.69M
0.62%
Sole
79.47K
Shared
0.00
None
0.00

FREEDOM HOLDING CORP

SOLE
COM
Shares11.46K
TypeSH
Market value$1.66M
0.61%
Sole
11.46K
Shared
0.00
None
0.00

NETSCOUT SYS INC

SOLE
COM
Shares49.81K
TypeSH
Market value$1.58M
0.58%
Sole
49.81K
Shared
0.00
None
0.00

ROYALTY PHARMA PLC

SOLE
SHS CLASS A
Shares32.78K
TypeSH
Market value$1.57M
0.57%
Sole
32.78K
Shared
0.00
None
0.00

AXSOME THERAPEUTICS INC.

SOLE
COM
Shares9.27K
TypeSH
Market value$1.57M
0.57%
Sole
9.27K
Shared
0.00
None
0.00

IAC INC

SOLE
COM NEW
Shares38.65K
TypeSH
Market value$1.55M
0.56%
Sole
38.65K
Shared
0.00
None
0.00

LIFE TIME GROUP HOLDINGS INC

SOLE
COMMON STOCK
Shares57.32K
TypeSH
Market value$1.54M
0.56%
Sole
57.32K
Shared
0.00
None
0.00

UBIQUITI INC

SOLE
COM
Shares1.93K
TypeSH
Market value$1.53M
0.56%
Sole
1.93K
Shared
0.00
None
0.00

VIKING HOLDINGS LTD

SOLE
ORD SHS
Shares20.75K
TypeSH
Market value$1.52M
0.56%
Sole
20.75K
Shared
0.00
None
0.00

MONOLITHIC PWR SYS INC

SOLE
COM
Shares1.39K
TypeSH
Market value$1.52M
0.55%
Sole
1.39K
Shared
0.00
None
0.00

AMERICAN WTR WKS CO INC NEW

SOLE
COM
Shares11.12K
TypeSH
Market value$1.51M
0.55%
Sole
11.12K
Shared
0.00
None
0.00

REGENERON PHARMACEUTICALS

SOLE
COM
Shares1.96K
TypeSH
Market value$1.51M
0.55%
Sole
1.96K
Shared
0.00
None
0.00

MADISON SQUARE GRDN SPRT COR

SOLE
CL A
Shares4.70K
TypeSH
Market value$1.51M
0.55%
Sole
4.70K
Shared
0.00
None
0.00

AIR LEASE CORP

SOLE
CL A
Shares23.17K
TypeSH
Market value$1.50M
0.55%
Sole
23.17K
Shared
0.00
None
0.00

TRI POINTE HOMES INC

SOLE
COM
Shares32.03K
TypeSH
Market value$1.50M
0.55%
Sole
32.03K
Shared
0.00
None
0.00

KODIAK GAS SVCS INC

SOLE
COM
Shares25.64K
TypeSH
Market value$1.50M
0.55%
Sole
25.64K
Shared
0.00
None
0.00

BOSTON BEER INC

SOLE
CL A
Shares6.48K
TypeSH
Market value$1.49M
0.54%
Sole
6.48K
Shared
0.00
None
0.00

DUKE ENERGY CORP NEW

SOLE
COM NEW
Shares11.38K
TypeSH
Market value$1.49M
0.54%
Sole
11.38K
Shared
0.00
None
0.00

MADISON SQUARE GARDEN ENTMT

SOLE
COM CL A
Shares25.25K
TypeSH
Market value$1.49M
0.54%
Sole
25.25K
Shared
0.00
None
0.00

SOUTHERN CO

SOLE
COM
Shares15.40K
TypeSH
Market value$1.49M
0.54%
Sole
15.40K
Shared
0.00
None
0.00

NICOLET BANKSHARES INC

SOLE
COM
Shares9.96K
TypeSH
Market value$1.48M
0.54%
Sole
9.96K
Shared
0.00
None
0.00

ESSENT GROUP LTD

SOLE
COM
Shares25.16K
TypeSH
Market value$1.47M
0.54%
Sole
25.16K
Shared
0.00
None
0.00
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