Plustick Management LLC holds a focused book of 21 stocks worth $207.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Anterix Inc and trimmed Nextnav Inc. Their largest long position is Echostar Corp-A at 22% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1643351/holdings"
Use Arkolith to show PLUSTICK 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.
100% 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 | Echostar Corp CL A | $45.7M | 390.0K | 22.0% | ▲+6.8% Added · +25K sh | |
| 2 | Nextnav Inc COMMON STOCK | $27.4M | 1.71M | 13.2% | ▼−17% Reduced · −358K sh | |
| 3 | Anterix Inc COM | $19.1M | 499.6K | 9.2% | ▲New New position | |
| 4 | Applied Digital Corp COM NEW | $15.2M | 640.0K | 7.3% | ▼−36% Reduced · −360K sh | |
| 5 | Moderna Inc COM | $11.2M | 220.0K | 5.4% | ▲+69% Added · +90K sh | |
| 6 | Sable Offshore Corp COM SHS | $11.2M | 675.0K | 5.4% | ▲+93% Added · +325K sh | |
| 7 | Venture Global Inc COM CL A | $10.6M | 675.0K | 5.1% | ▲New New position | |
| 8 | Innodata Inc COM NEW | $10.6M | 275.0K | 5.1% | ▼−17% Reduced · −55K sh | |
| 9 | Nebius Group N.V. SHS CLASS A | $9.3M | 90.0K | 4.5% | ▼−33% Reduced · −45K sh | |
| 10 | Antero Resources Corp COM | $7.4M | 175.0K | 3.6% | ▼−45% Reduced · −145K sh | |
| 11 | SM Energy Company COM | $6.5M | 210.0K | 3.2% | ▲New New position | |
| 12 | Apa Corporation COM | $5.9M | 140.0K | 2.9% | ▲New New position | |
| 13 | Chemours Co COM | $5.0M | 225.0K | 2.4% | ▲New New position | |
| 14 | Globalstar Inc COM NEW | $4.6M | 70.0K | 2.2% | ▼−58% Reduced · −95K sh | |
| 15 | Everus Constr Group COM | $3.5M | 30.0K | 1.7% | —Held | |
| 16 | Occidental Pete Corp COM | $3.3M | 50.0K | 1.6% | ▲New New position | |
| 17 | T1 Energy Inc COM NEW | $2.9M | 650.0K | 1.4% | ▼−19% Reduced · −150K sh | |
| 18 | Lumen Technologies Inc COM | $2.8M | 400.0K | 1.3% | —Held | |
| 19 | Sunrun Inc COM | $2.2M | 160.0K | 1.0% | ▼−68% Reduced · −340K sh | |
| 20 | Core Natural Resources Inc COM SHS | $2.1M | 20.0K | 1.0% | ▲New New position | |
| 21 | Rackspace Technology Inc COM | $686K | 700.0K | 0.3% | ▲New New position |
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.