Universe · entity
Chescapmanager LLC
Institutional manager (13F) · CIK 1697162
13F holdings · as of 2026-03-31 · top 20 · reported portfolio $626M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VERTIV HOLDINGS CO | $106M | 422,000 |
| 2 | ALPHABET INC | $55M | 190,500 |
| 3 | US FOODS HLDG CORP | $49M | 528,457 |
| 4 | CAMECO CORP | $48M | 443,656 |
| 5 | MICROSOFT CORP | $41M | 110,892 |
| 6 | TECHNIPFMC PLC | $41M | 589,458 |
| 7 | NVIDIA CORPORATION | $39M | 222,585 |
| 8 | CITIGROUP INC | $35M | 311,076 |
| 9 | MIRION TECHNOLOGIES INC | $31M | 1,659,137 |
| 10 | KBR INC | $30M | 804,079 |
| 11 | DISNEY WALT CO | $28M | 289,997 |
| 12 | AMAZON COM INC | $25M | 119,500 |
| 13 | CRONOS GROUP INC | $20M | 7,942,737 |
| 14 | SIX FLAGS ENTERTAINMENT CORP | $20M | 1,121,254 |
| 15 | GPGI INC | $18M | 1,064,811 |
| 16 | WILLSCOT HLDGS CORP | $16M | 896,259 |
| 17 | BWX TECHNOLOGIES INC | $14M | 70,000 |
| 18 | BLUE OWL CAPITAL INC | $9M | 962,969 |
| 19 | ALLIANCE LAUNDRY HLDGS INC | $2M | 96,714 |
| 20 | COGNITION THERAPEUTICS INC | $757k | 997,029 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.