Plustick Management LLC
Plustick Management LLC, managed by Thomas J. Hill, reported 23 positions worth $235.98M in its 2026 Q2 13F filing: 9 new and 7 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +145.6% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +31.4% | +11.4% |
| 2025 Q3 | +43.4% | +7.6% |
| 2025 Q4 | +2.1% | +3.1% |
| 2026 Q1 | -1.2% | -5.8% |
| 2026 Q2 | +29.1% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| ATEX | ANTERIX INC | $53.53M | 22.70% | +4.1% |
| ECHO | ECHOSTAR CORP | $32.99M | 14.00% | -16.7% |
| NN | NEXTNAV INC | $22.29M | 9.40% | -26.8% |
| APLD | APPLIED DIGITAL CORP | $17.72M | 7.50% | -25.8% |
| MRNA | MODERNA INC | $17.16M | 7.30% | +11.4% |
| VG | VENTURE GLOBAL INC | $12.80M | 5.40% | +70.4% |
| INOD | INNODATA INC | $11.34M | 4.80% | -45.5% |
| SHAZ | SHARONAI HOLDINGS INC | $10.16M | 4.30% | NEW |
| SIRI | SIRIUSXM HOLDINGS INC | $7.98M | 3.40% | NEW |
| CC | CHEMOURS CO | $7.70M | 3.30% | +66.7% |
| RXT | RACKSPACE TECHNOLOGY INC | $5.88M | 2.50% | +28.6% |
| SM | SM ENERGY COMPANY | $5.87M | 2.50% | +7.1% |
| ECG | EVERUS CONSTR GROUP | $4.98M | 2.10% | NO CHANGE |
| TE | T1 ENERGY INC | $4.74M | 2.00% | -23.1% |
| LUMN | LUMEN TECHNOLOGIES INC | $3.84M | 1.60% | +25% |
| TDAY | USA TODAY CO INC | $3.42M | 1.40% | NEW |
| OWL | BLUE OWL CAPITAL INC | $2.62M | 1.10% | NEW |
| SOC | SABLE OFFSHORE CORP | $2.29M | 0.97% | +10.4% |
| INFQ | INFLEQTION INC | $2.00M | 0.85% | NEW |
| NOK | NOKIA CORP | $1.99M | 0.84% | NEW |
| KOS | KOSMOS ENERGY LTD | $1.90M | 0.80% | NEW |
| AMCX | AMC GLOBAL MEDIA INC | $1.70M | 0.72% | NEW |
| REI | RING ENERGY INC | $1.08M | 0.46% | NEW |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.