Arkolith/Funds/Ursa Fund Management, LLC

Ursa Fund Management, LLC

CIK 1693838
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Ursa Fund Management, LLC holds a concentrated book of 11 stocks worth $32.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Penumbra Inc and trimmed Iac Inc. Their largest long position is Penumbra Inc at 35% of the equity book. They also disclosed $66.4M in put options (a bearish bet) and $8.4M in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show Ursa Fund Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
8
new positions
Added to
2
existing
Trimmed
1
reduced
Sold out
18
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
81%
Top 10 holdings
99%
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

78% mapped to company sectors

Financials
39%
Health Care
35%
ETF / fund or unclassified
22%
Information Technology
4%
Communication Services
0%
Real Estate
0%
Consumer Discretionary
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.

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.

11 positions
#SecurityValueShares% PortLast moveHistory
1Penumbra Inc
COM
$11.5M35.0K
35.2%
New
New position
2Columbia Finl Inc
COM
$8.8M500.0K
26.8%
New
New position
3Ishares Bitcoin Trust ETF
SHS BEN INT
$2.6M68.0K
8.0%
+19%
Added · +11K sh
4Gabelli Equity TR Inc
COM
$2.1M367.9K
6.3%
New
New position
5Ishares TR
0-3 MNTH TREASRY
$1.5M15.0K
4.6%
New
New position
6Northfield Bancorp Inc Del
COM
$1.4M100.0K
4.1%
New
New position
7Wix Com Ltd
SHS
$1.4M15.0K
4.1%
New
New position
8Morgan Stanley China A SH FD
COM
$1.2M70.1K
3.8%
New
New position
9Wheeler Real Estate Invt TR
CV PFD SER B
$1.1M160.0K
3.4%
+7.7%
Added · +11K sh
10Iac Inc
COM NEW
$1.0M25.0K
3.1%
−67%
Reduced · −50K sh
11Gabelli Equity TR Inc
RIGHT 04/14/2026
$210K29.99M
0.6%
New
New position
Showing all 11 positions

Largest options & derivatives disclosed

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

Put notional (bearish)$66.4M
Call notional (bullish)$8.4M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$32.5M50K
PUT · bearishPENUMBRA INCPEN$16.4M50K
PUT · bearishISHARES RUSSELL 2000 ETFIWM$7.4M30K
CALL · bullishSS SPDR S&P REGIONAL BANKKRE$6.5M100K
PUT · bearishSS SPDR S&P REGIONAL BANKKRE$6.5M100K
PUT · bearishWIX.COM LTDWIX$1.8M20K
PUT · bearishMORGAN STANLEY CHINA A SHAREXCAFX$1.8M60K
CALL · bullishWOLFSPEED INCWOLF$1.6M100K
CALL · bullishLENDINGCLUB CORPLC$286K20K

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, 202620$107.5M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202644$2.4B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202518$89.1M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202531$80.2M13F-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.