StockDriftsStockDriftsTop 39 Scoggin Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WULF | TERAWULF INC | 45.75% | 7.83M | $193.3M | +4.33%(+325.00K) | $6.79(+152.10%) | 2026-06-30 | |
| CORZ | CORE SCIENTIFIC INC NEW | 13.02% | 2.15M | $55.0M | +7.50%(+150.00K) | $13.55(+48.98%) | 2026-06-30 | |
| NRGV | ENERGY VAULT HOLDINGS INC | 6.88% | 6.17M | $29.1M | +12.27%(+675.00K) | $2.02(+88.00%) | 2026-06-30 | |
| WBD | WARNER BROS DISCOVERY INC | 3.94% | 625.0K | $16.7M | new | $24.18(+15.22%) | 2026-06-30 | |
| SHAZ | SHARONAI HOLDINGS INC | 3.91% | 195.0K | $16.5M | +1200.00%(+180.00K) | $50.85(+50.37%) | 2026-06-30 | |
| PTON | PELOTON INTERACTIVE INC | 3.85% | 2.75M | $16.3M | +4.45%(+117.10K) | $6.51(-13.48%) | 2026-06-30 | |
| SATS | ECHOSTAR CORP | 1.8% | 75.0K | $7.6M | -50.00%(-75.00K) | $26.35(+251.11%) | 2026-06-30 | |
| ABR | ARBOR REALTY TRUST INC | 1.76% | 1.38M | $7.5M | new | $7.69(-34.30%) | 2026-06-30 | |
| HUT | HUT 8 CORP | 1.71% | 62.5K | $7.2M | new | $63.60(+34.34%) | 2026-06-30 | |
| APO | APOLLO GLOBAL MGMT INC | 1.4% | 50.0K | $5.9M | -60.00%(-75.00K) | $120.08(+17.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +52.66% | +255.80% | +25.99% | +217.41% |
| Top 20 Holdings Unweighted | +44.60% | +202.32% | +14.50% | +96.84% |
Scoggin Management LP reports $934.78M in US-listed equity holdings across 48 positions in its most recent 13F filing. Its largest disclosed positions are WULF (45.8%), CORZ (13.0%) and NRGV (6.9%). The top 20 holdings account for 91.6% of reported assets. Its disclosed equity book has returned +255.80% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Scoggin Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1086416). View Scoggin Management LP’s 13F filings on SEC