Arkolith/Funds/CDC Financial, Inc.

CDC Financial, Inc.

CIK 2077836
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

CDC Financial, Inc. holds a focused book of 38 stocks worth $120.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Servicenow Inc and trimmed Amplify Energy Corp. Their largest long position is Amplify Energy Corp at 13% of the equity book. They also disclosed $22.9M in put options (a bearish bet) and $13.7M in call options (bullish), shown separately below and excluded from the equity book.

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holdings, largest changes, and filing provenance.
Opened
12
new positions
Added to
15
existing
Trimmed
8
reduced
Sold out
1
exited

Concentration

Top-heavy: focused book

Top 5 holdings
46%
Top 10 holdings
72%
Top 20 holdings
90%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

95% mapped to company sectors

Materials
25%
Information Technology
25%
Energy
23%
Health Care
10%
Industrials
7%
ETF / fund or unclassified
5%
Financials
2%
Communication Services
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

38 positions
#SecurityValueShares% PortLast moveHistory
1Amplify Energy Corp New
COM
$16.1M2.59M
13.4%
−28%
Reduced · −1.0M sh
2Century Alum Co
COM
$14.5M246.7K
12.0%
−28%
Reduced · −98K sh
3Vox Royalty Corp
COM
$8.7M1.66M
7.2%
+31%
Added · +393K sh
4Inhibrx Biosciences Inc
COM
$8.4M124.5K
6.9%
+12%
Added · +14K sh
5Health Catalyst Inc
COM
$8.0M6.31M
6.6%
+58%
Added · +2.3M sh
6Immersion Corp
COM
$7.8M1.44M
6.5%
Held
7Atlas Energy Solutions Inc
COM NEW
$6.8M518.1K
5.6%
−12%
Reduced · −74K sh
8Algoma STL Group Inc
COM
$6.7M1.61M
5.5%
+2.1%
Added · +33K sh
9Ring Energy Inc
COM
$5.3M3.46M
4.4%
−17%
Reduced · −718K sh
10Advanced Flower Cap Inc
COM
$4.2M1.47M
3.4%
+139%
Added · +856K sh
11Inspired Entmt Inc
COM
$3.2M452.4K
2.7%
+42%
Added · +133K sh
12Thryv Hldgs Inc
COM NEW
$3.0M1.08M
2.5%
+72%
Added · +454K sh
13Ryerson Hldg Corp
COM
$2.6M114.2K
2.1%
−15%
Reduced · −20K sh
14Cronos Group Inc
COM
$2.3M926.8K
1.9%
−2.1%
Reduced · −20K sh
15Legalzoom Com Inc
COM
$2.2M392.1K
1.8%
+367%
Added · +308K sh
16Aersale Corporation
COM
$1.9M302.5K
1.6%
−12%
Reduced · −39K sh
17Vontier Corporation
COM
$1.8M52.0K
1.5%
−19%
Reduced · −12K sh
18Similarweb Ltd
SHS
$1.7M639.0K
1.4%
+351%
Added · +497K sh
19Chicago Atlantic Real Estate
COM
$1.6M141.6K
1.3%
+17%
Added · +20K sh
20Turtle Beach Corp
COM NEW
$1.6M154.0K
1.3%
+70%
Added · +63K sh
21Chicago Atlantic BDC Inc
COM
$1.5M159.6K
1.2%
+26%
Added · +33K sh
22Servicenow Inc
COM
$1.4M13.0K
1.1%
New
New position
23Riskified Ltd
SHS CL A
$1.3M321.2K
1.0%
+120%
Added · +175K sh
24Gohealth Inc
CL A NEW
$1.1M753.0K
0.9%
+6.8%
Added · +48K sh
25Salesforce Inc
COM
$1.1M6.0K
0.9%
New
New position
26Wealthfront Corp
COM
$921K99.5K
0.8%
New
New position
27Sprott FDS TR
JUNIOR URANIUM
$917K31.3K
0.8%
Held
28Match Group Inc New
COM
$906K29.5K
0.8%
New
New position
29Zentalis Pharmaceuticals Inc
COM
$664K283.8K
0.5%
New
New position
30Opera Ltd
SPONSORED ADS
$585K41.0K
0.5%
New
New position
31Intapp Inc
COM
$537K20.9K
0.4%
New
New position
32Upwork Inc
COM
$515K47.0K
0.4%
New
New position
33Algoma STL Group Inc
*W EXP 10/19/202
$413K4.15M
0.3%
~0%
Added · +1K sh
34Shenandoah Telecommunication
COM
$205K13.3K
0.2%
New
New position
35Teck Resources Ltd
CL B
$184K3.5K
0.2%
Held
36Sanuwave Health Inc
COM
$112K6.5K
0.1%
New
New position
37Village Farms Intl Inc
COM
$77K27.0K
0.1%
New
New position
38Commercial Veh Group Inc
COM
$16K4.7K
0.0%
New
New position
Showing all 38 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$22.9M
Call notional (bullish)$13.7M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$9.9M15K
PUT · bearishAPPLE INCAAPL$8.2M33K
CALL · bullishATLAS ENERGY SOLUTIONS INCAESI$4.3M330K
CALL · bullishINHIBRX BIOSCIENCES INCINBX$4.2M62K
CALL · bullishSALESFORCE INCCRM$2.4M13K
CALL · bullishSERVICENOW INCNOW$2.2M21K
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$2.0M4K
PUT · bearishCINTAS CORPCTAS$1.2M7K
PUT · bearishINNOVATIVE INDUSTRIAL PROPERIIPR$1.0M20K
CALL · bullishALGOMA STEEL GROUP INCASTL$578K140K
PUT · bearishUPWORK INCUPWK$515K47K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202649$157.2M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202640$213.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.