Incline Global Management LLC holds a focused book of 24 stocks worth $254.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Blue Owl Capital Corp and trimmed Coherent Corp. Their largest long position is Everforth Inc at 7% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1567195/holdings"
Use Arkolith to show Incline Global Management LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
88% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Everforth Ord COM | $17.0M | 439.7K | 6.7% | ▲+35% Added · +114K sh | |
| 2 | Carnival Ord ADS | $16.6M | 642.3K | 6.5% | ▲+55% Added · +229K sh | |
| 3 | Te Connectivity Ord ORD SHS | $15.8M | 75.8K | 6.2% | ▲+31% Added · +18K sh | |
| 4 | Norwegian Cruise Line Holdings Ord SHS | $15.7M | 839.0K | 6.2% | ▲+24% Added · +160K sh | |
| 5 | Cbre Group CL A Ord CL A | $15.7M | 115.6K | 6.2% | ▲+94% Added · +56K sh | |
| 6 | Jones Lang Lasalle Ord COM | $15.1M | 49.8K | 5.9% | ▲+148% Added · +30K sh | |
| 7 | Morningstar Ord COM | $14.9M | 88.4K | 5.9% | ▲14× Added · +82K sh | |
| 8 | Microsoft Ord COM | $14.9M | 40.3K | 5.9% | ▲+126% Added · +23K sh | |
| 9 | Meta Platforms CL A Ord CL A | $14.8M | 25.9K | 5.8% | ▲16× Added · +24K sh | |
| 10 | Blue Owl Capital CL A Ord COM CL B | $14.5M | 1.59M | 5.7% | ▲New New position | |
| 11 | Ares Management CL A Ord COM CL A | $14.4M | 132.1K | 5.7% | ▲New New position | |
| 12 | Coherent Ord COM | $13.8M | 58.1K | 5.4% | ▼−13% Reduced · −9K sh | |
| 13 | Credo Technology Group Holding Ord COM | $13.6M | 144.7K | 5.3% | ▲New New position | |
| 14 | Amazon Com Ord COM | $13.4M | 64.1K | 5.2% | ▲+11% Added · +6K sh | |
| 15 | Howard Hughes Holdings Ord COM | $11.7M | 184.9K | 4.6% | ▲New New position | |
| 16 | Amphenol CL A Ord CL A | $6.7M | 53.2K | 2.6% | ▲+12% Added · +6K sh | |
| 17 | Arm Holdings ADR SPONSORED ADS | $6.6M | 43.4K | 2.6% | ▲New New position | |
| 18 | Blackstone Ord COM | $6.2M | 54.1K | 2.4% | ▲New New position | |
| 19 | Dave Busters Entertainment Ord COM | $4.4M | 405.9K | 1.7% | ▲+430% Added · +329K sh | |
| 20 | Wex Ord COM | $2.4M | 15.7K | 0.9% | ▼−83% Reduced · −76K sh | |
| 21 | Stoneco CL A Ord COM CL A | $1.9M | 131.5K | 0.7% | ▼−83% Reduced · −642K sh | |
| 22 | Ziff Davis Ord COM | $1.7M | 40.5K | 0.7% | ▼−90% Reduced · −361K sh | |
| 23 | Pagseguro Digital CL A Ord COM CL A | $1.7M | 167.7K | 0.7% | ▼−83% Reduced · −804K sh | |
| 24 | Granite Construction Ord COM | $1.0M | 8.4K | 0.4% | ▼−93% Reduced · −121K sh |
As-of date vs the date the SEC received each filing
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.