Long Focus Capital Management, LLC — 13F holdings

Long Focus Capital Management, LLC reported 87 holdings worth $3.91B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. CMCSA COMCAST CORP NEW — $622M (15.9%)
2. DIS DISNEY WALT CO — $435M (11.1%)
3. CHTR CHARTER COMMUNICATIONS INC N — $387M (9.9%)
4. ET ENERGY TRANSFER L P — $200M (5.1%)
5. AMZN AMAZON COM INC — $168M (4.3%)
6. MOH MOLINA HEALTHCARE INC — $140M (3.6%)
7. BP BP PLC — $129M (3.3%)
8. CVS CVS HEALTH CORP — $111M (2.8%)
9. CNC CENTENE CORP DEL — $93.1M (2.4%)
10. RKT ROCKET COS INC — $85.8M (2.2%)