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Connacht Asset Management Lp

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$16.87M
# of Holdings
47
Performance Rank
N/A
Allocation (Top 20)
N/A

Connacht Asset Management Lp Holdings Map

Top 47 Connacht Asset Management Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CWST
CASELLA WASTE SYS INC
5.37%11.9K$906K
-30.11%(-5.12K)
2022-Q3: 10.6K shares2022-Q4: 13.6K shares2023-Q1: 11.0K shares2023-Q2: 17.0K shares2023-Q3: 11.9K shares2023-09-30
AXON
AXON ENTERPRISE INC
4.51%3.8K$761K
-24.83%(-1.26K)
2022-Q3: 4.3K shares2022-Q4: 2.4K shares2023-Q1: 2.0K shares2023-Q2: 5.1K shares2023-Q3: 3.8K shares2023-09-30
ENOV
ENOVIS CORPORATION
4.07%13.0K$687K
+90.97%(+6.21K)
2023-Q2: 6.8K shares2023-Q3: 13.0K shares2023-09-30
NOG
NORTHERN OIL & GAS INC
3.65%15.3K$615K
+9.18%(+1.29K)
2023-Q2: 14.0K shares2023-Q3: 15.3K shares2023-09-30
WCC
WESCO INTL INC
3.3%3.9K$558K
+6.66%(+242)
2023-Q1: 4.4K shares2023-Q2: 3.6K shares2023-Q3: 3.9K shares2023-09-30
ATSG
AIR TRANSPORT SERVICES GRP I
3.27%26.5K$552K
+10.10%(+2.43K)
2022-Q3: 23.5K shares2022-Q4: 24.0K shares2023-Q1: 25.2K shares2023-Q2: 24.0K shares2023-Q3: 26.5K shares2023-09-30
CHEF
CHEFS WHSE INC
3.07%24.5K$518K
+34.43%(+6.26K)
2022-Q3: 20.3K shares2022-Q4: 26.3K shares2023-Q1: 20.1K shares2023-Q2: 18.2K shares2023-Q3: 24.5K shares2023-09-30
MP
MP MATERIALS CORP
2.62%23.2K$442K
+7.64%(+1.64K)
2022-Q3: 10.8K shares2022-Q4: 12.9K shares2023-Q1: 12.8K shares2023-Q2: 21.5K shares2023-Q3: 23.2K shares2023-09-30
DBRG
DIGITALBRIDGE GROUP INC
2.57%24.7K$434K
-71.28%(-61.24K)
2022-Q3: 93.2K shares2022-Q4: 146.2K shares2023-Q1: 102.9K shares2023-Q2: 85.9K shares2023-Q3: 24.7K shares2023-09-30
OLED
UNIVERSAL DISPLAY CORP
2.54%2.7K$428K
-39.42%(-1.77K)
2022-Q3: 3.5K shares2022-Q4: 2.8K shares2023-Q1: 2.3K shares2023-Q2: 4.5K shares2023-Q3: 2.7K shares2023-09-30

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