Slate Path Capital LP — 13F holdings

Slate Path Capital LP reported 40 holdings worth $7.22B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. UNP UNION PAC CORP — $626M (8.7%)
2. U UNITY SOFTWARE INC — $459M (6.4%)
3. UAL UNITED AIRLS HLDGS INC — $452M (6.3%)
4. HUM Humana Inc — $429M (5.9%)
5. STM STMICROELECTRONICS N V — $392M (5.4%)
6. RIVN RIVIAN AUTOMOTIVE INC — $381M (5.3%)
7. HPE HEWLETT PACKARD ENTERPRISE C — $351M (4.9%)
8. FDXF FEDEX FGHT HLDG CO INC — $339M (4.7%)
9. DAL DELTA AIR LINES INC DEL — $282M (3.9%)
10. NUE NUCOR CORP — $280M (3.9%)