Endure Capital Management, LLC — 13F holdings

Endure Capital Management, LLC reported 50 holdings worth $451M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. SPCX SPACE EXPLORATION TECHN CORP — $145M (32.3%)
2. PAX PATRIA INVESTMENTS LIMITED — $70.2M (15.6%)
3. UNH UNITEDHEALTH GROUP INC — $41.6M (9.2%)
4. CHTR CHARTER COMMUNICATIONS INC N — $28.4M (6.3%)
5. KMX CARMAX INC — $20.3M (4.5%)
6. OWL BLUE OWL CAPITAL INC — $19.6M (4.4%)
7. SMH VANECK ETF TRUST — $17.2M (3.8%)
8. IVZ INVESCO LTD — $15.6M (3.5%)
9. EWZ ISHARES INC — $12.3M (2.7%)
10. BRK.B BERKSHIRE HATHAWAY INC DEL — $12.2M (2.7%)