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Incision Capital Management LP

Q4 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    6

  • Value ($000)

    $110,238

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0002049997
  • All SEC filings
  • Note
    Holdings 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
C
CROX

CROCS INC

COM
227046109
$27.79M
25 %

325,000

E
EQX

EQUINOX GOLD CORP

COM
29446Y502
$23.17M
21 %

1,650,000

T
TECK/B

TECK RESOURCES LTD

CL B
878742204
$22.75M
21 %

475,000

C
CVE

CENOVUS ENERGY INC

COM
15135U109
$18.61M
17 %

1,100,000

S
SE

SEA LTD

ADR
81141R100
$17.86M
16 %

140,000

G
GQ9

SPDR GOLD TRUST

PUT
78463V107
$58K
0 %

200,000

put
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