Arkolith/Funds/Endure Capital Management, LLC

Endure Capital Management, LLC

CIK 2055657
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Endure Capital Management, LLC holds a concentrated book of 25 stocks worth $143.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). Their largest long position is Patria Investments Ltd-A at 53% of the equity book. They also disclosed $546K in put options (a bearish bet) and $1.1M in call options (bullish), shown separately below and excluded from the equity book.

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First tracked quarter for this filer. Quarter-over-quarter changes (opened / added / trimmed / sold) appear once the next 13F is filed and there is a prior book to compare.

Concentration

Top-heavy: concentrated book

Top 5 holdings
87%
Top 10 holdings
98%
Top 20 holdings
100%

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

Direct sector allocation

100% mapped to company sectors

Financials
73%
Consumer Discretionary
13%
Utilities
8%
Consumer Staples
3%
Real Estate
1%
Industrials
0%
Communication Services
0%

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.

Holdings: largest first

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

25 positions
#SecurityValueShares% PortLast moveHistory
1Patria Investments Limited
COM CL A
$76.3M6.05M
53.0%
New
New position
2Carmax Inc
COM
$15.2M365.4K
10.6%
New
New position
3XPLR Infrastructure LP
COM UNIT PART IN
$12.1M1.14M
8.4%
New
New position
4Invesco Ltd
SHS
$11.2M461.6K
7.8%
New
New position
5Blue Owl Capital Inc
COM CL A
$10.2M1.12M
7.1%
New
New position
6Nomad Foods Ltd
USD ORD SHS
$4.2M440.8K
2.9%
New
New position
7Amazon Com Inc
COM
$4.1M19.8K
2.9%
New
New position
8Vinci Compass Investments LT
COM CL A
$3.5M334.7K
2.5%
New
New position
9Interactive Brokers Group In
COM CL A
$2.6M39.2K
1.8%
New
New position
10KKR Real Estate Fin TR Inc
COM
$1.5M252.5K
1.1%
New
New position
11Jefferies Financial Group In
COM
$1.2M28.8K
0.8%
New
New position
12Brown Forman Corp
CL B
$687K26.0K
0.5%
New
New position
13Kaspi KZ JSC
SPONSORED ADS
$622K8.4K
0.4%
New
New position
14Kyivstar Group Ltd
*W EXP 08/14/203
$282K77.4K
0.2%
New
New position
15Procap Acquisition Corp
*W EXP 05/16/203
$24K74.5K
0.0%
New
New position
16Highview Merger Corp
*W EXP 07/24/203
$19K75.1K
0.0%
New
New position
17Wen Acquisition Corp
*W EXP 99/99/999
$13K40.8K
0.0%
New
New position
18Solarius Capital Acqu Corp
*W EXP 07/10/203
$11K43.3K
0.0%
New
New position
19Evolution Global Acquisition
*W EXP 10/22/203
$9K22.4K
0.0%
New
New position
20Pyrophyte Acquisition Corp.
*W EXP 07/30/203
$9K26.9K
0.0%
New
New position
21Talon Cap Corp
*W EXP 08/27/203
$6K11.3K
0.0%
New
New position
22Berto Acquisition Corp
*W EXP 05/01/203
$5K20.0K
0.0%
New
New position
23Pioneer Acquisition I Corp
*W EXP 06/16/203
$4K22.4K
0.0%
New
New position
24Figx Cap Acquisition Corp.
*W EXP 06/17/203
$4K14.7K
0.0%
New
New position
25Globa Terra Acquisition Cor
RIGHT 06/17/2030
$1K10.3K
0.0%
New
New position
Showing all 25 positions

Largest options & derivatives disclosed

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

Put notional (bearish)$546K
Call notional (bullish)$1.1M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishRIVIAN AUTOMOTIVE INC-ARIVN$546K266K
CALL · bullishCENTENE CORPCNC$538K102K
CALL · bullishINVESCO LTDIVZ$180K107K
CALL · bullishAMAZON.COM INCAMZN$164K30K
CALL · bullishALIBABA GROUP HOLDING-SP ADRBABA$157K40K
CALL · bullishJD.COM INC-ADRJD$29K45K
CALL · bullishBAUSCH HEALTH COS INCBHC$24K43K
CALL · bullishDRAFTKINGS INC-CL ADKNG$20K12K
CALL · bullishNU HOLDINGS LTD/CAYMAN ISL-ANU$18K58K
CALL · bullishPATRIA INVESTMENTS LTD-APAX$2K21K

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, 202635$145.6M13F-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.