Melqart Asset Management (UK) Ltd — 13F holdings

Melqart Asset Management (UK) Ltd reported 40 holdings worth $1.05B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. WBD WARNER BROS DISCOVERY INC — $122M (11.6%)
2. TXNM TXNM ENERGY INC — $77.8M (7.4%)
3. NSC NORFOLK SOUTHN CORP — $76.4M (7.3%)
4. EA ELECTRONIC ARTS INC — $73.0M (7.0%)
5. CYTK CYTOKINETICS INC — $65.4M (6.2%)
6. PEN PENUMBRA INC — $58.6M (5.6%)
7. CHART INDS INC — $44.8M (4.3%)
8. ABVX ABIVAX SA — $40.9M (3.9%)
9. GPN GLOBAL PMTS INC — $38.7M (3.7%)
10. AES AES CORP — $30.8M (2.9%)