Funds › Chescapmanager LLC
Chescapmanager LLC
13F for Q3 2026, filed Nov 13, 2026. 22 positions worth $1.4B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | VRT Vertiv Holdings Co | 372,000 | $89.8M | 6.5% | Unchanged | 13F ↗ |
| 2 | GOOGL Alphabet Inc. Class A | 190,500 | $65.5M | 4.7% | Unchanged | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 125,892 | $64.6M | 4.7% | -59.5% | 13F ↗ |
| 4 | USFD US Foods Holding Corp. | 528,457 | $48.7M | 3.5% | Unchanged | 13F ↗ |
| 5 | NVDA NVIDIA Corporation | 177,585 | $40.6M | 2.9% | Unchanged | 13F ↗ |
| 6 | CCJ Cameco Corporation | 443,656 | $38.5M | 2.8% | Unchanged | 13F ↗ |
| 7 | FTI TechnipFMC plc | 486,158 | $33.0M | 2.4% | -9.3% | 13F ↗ |
| 8 | C Citigroup, Inc. | 236,076 | $30.6M | 2.2% | Unchanged | 13F ↗ |
| 9 | DIS Walt Disney Company | 289,997 | $30.4M | 2.2% | Unchanged | 13F ↗ |
| 10 | KBR KBR, Inc. | 855,052 | $30.1M | 2.2% | Unchanged | 13F ↗ |
| 11 | AMZN Amazon.com, Inc. | 119,500 | $29.8M | 2.2% | Unchanged | 13F ↗ |
| 12 | CRON Cronos Group Inc. | 7.94M | $26.2M | 1.9% | Unchanged | 13F ↗ |
| 13 | MIR Mirion Technologies, Inc. | 1.66M | $23.4M | 1.7% | Unchanged | 13F ↗ |
| 14 | GPGI GPGI, Inc. | 1.96M | $23.3M | 1.7% | +1.8% | 13F ↗ |
| 15 | WSC WillScot Holdings Corporation | 946,259 | $16.3M | 1.2% | +5.6% | 13F ↗ |
| 16 | LULU lululemon athletica inc. | 125,000 | $12.0M | 0.9% | Unchanged | 13F ↗ |
| 17 | FUN Six Flags Entertainment Corporation | 1.12M | $12.0M | 0.9% | Unchanged | 13F ↗ |
| 18 | BWXT BWX Technologies, Inc. | 70,000 | $9.6M | 0.7% | Unchanged | 13F ↗ |
| 19 | ALH Alliance Laundry Holdings Inc. | 414,262 | $8.8M | 0.6% | +328% | 13F ↗ |
| 20 | OWL Blue Owl Capital Inc. | 962,969 | $8.8M | 0.6% | Unchanged | 13F ↗ |
| 21 | CGTX Cognition Therapeutics, Inc. | 997,029 | $957.1K | 0.1% | Unchanged | 13F ↗ |
| 22 | SPCX Space Exploration Technologies Corp. | 1,626 | $245.3K | <0.1% | New | 13F ↗ |
Changes since Q2 2026
1 new, 3 added to, 2 trimmed, 0 exited, 16 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp. | 1,626 | New | $245.3K |
Added to (3)
Exited (0)
None this quarter.
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 28 | $1.4B | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 27 | $1.2B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 28 | $1.1B | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 26 | $1.2B | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 23 | $1.0B | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 25 | $904.9M | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 30 | $931.5M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer