One68 Global Capital, LLC — 13F holdings

One68 Global Capital, LLC reported 55 holdings worth $47.2M in its 13F filing for Q2 2026, filed August 17, 2026.

Largest positions

1. WBD WARNER BROS DISCOVERY INC — $9.52M (20.2%)
2. AAUC Allied Gold Corp — $6.83M (14.5%)
3. CHART INDS INC — $4.37M (9.3%)
4. EA ELECTRONIC ARTS INC — $2.99M (6.3%)
5. NSC NORFOLK SOUTHN CORP — $2.19M (4.6%)
6. TOPBUILD CORP — $1.95M (4.1%)
7. AMZN AMAZON COM INC — $1.19M (2.5%)
8. SELECT MED HLDGS CORP — $1.16M (2.5%)
9. MSFT MICROSOFT CORP — $1.12M (2.4%)
10. QGEN QIAGEN NV — $975K (2.1%)