Incision Capital Management LP — 13F holdings

Incision Capital Management LP reported 5 holdings worth $103M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SE SEA LTD — $31.1M (30.2%)
2. CROX CROCS INC — $25.3M (24.5%)
3. TECK TECK RESOURCES LTD — $19.3M (18.7%)
4. EGO ELDORADO GOLD CORP NEW — $15.5M (15.1%)
5. EXE EXPAND ENERGY CORPORATION — $11.9M (11.5%)