MAC Alpha Capital Management, LP
Q4 2025 13F Holdings
- Locationtampa, FL
- Num holdings
20
- Value ($000)
$181,753
- Date Filed02/17/2026
- Form type13F-HR
- CIK0002111003
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
B2GOLD CORP | COM | 11777Q209 | $26.31M | 15 % | 5,842,923 | ||
TECHNIPFMC PLC | COM | G87110105 | $15.5M | 9 % | 347,854 | ||
ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | $13.58M | 8 % | 138,709 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | $13.34M | 7 % | 412,758 | ||
CLOROX CO DEL | COM | 189054109 | $11.88M | 7 % | 117,800 | ||
SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 | $11.09M | 6 % | 778,407 | ||
ERO COPPER CORP | COM | 296006109 | $9.97M | 6 % | 351,237 | ||
SCIENCE APPLICATIONS INTL CO | COM | 808625107 | $9.09M | 5 % | 90,266 | ||
SEALED AIR CORP NEW | COM | 81211K100 | $8.97M | 5 % | 216,493 | ||
BORGWARNER INC | COM | 099724106 | $8.53M | 5 % | 189,282 |
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