Soviero Asset Management, LP — 13F holdings

Soviero Asset Management, LP reported 64 holdings worth $238M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. DVN DEVON ENERGY CORP NEW — $13.3M (5.6%)
2. FLEX FLEX LTD — $9.56M (4.0%)
3. AMZN AMAZON COM INC — $7.87M (3.3%)
4. IBM INTERNATIONAL BUSINESS MACHS — $7.03M (3.0%)
5. AMTM Amentum Holdings Inc — $6.82M (2.9%)
6. COMP COMPASS INC — $6.78M (2.9%)
7. CVI CVR ENERGY INC — $6.66M (2.8%)
8. C CITIGROUP INC — $6.44M (2.7%)
9. CPNG COUPANG INC — $6.25M (2.6%)
10. WEN WENDYS CO — $6.22M (2.6%)