Fund Update: Shay Capital LLC Just Disclosed New Holdings

Shay Capital LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-08-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 1,506,150 shares of $NFE (~$4,906,356). This was a increase of ~7990.19% from their previous position.
• An increase of 150,000 shares of $FLR (~$7,922,250). This was a increase of ~1000.00% from their previous position.
• A decrease of 106,037 shares of $FSLR (~$13,116,336). This was a increase of ~-93.47% from their previous position.
• A decrease of 127,750 shares of $CLW (~$3,221,850). This was a increase of ~-92.57% from their previous position.
• An increase of 277,401 shares of $PLCE (~$1,095,616). This was a increase of ~897.13% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Shay Capital LLC for more details.