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Skyknight Capital L P 13F Portfolio

Portfolio Manager
Skyknight Capital L P
Performance
-12.14% (2026 Q2)
AUM (13F)
$94.13M
# of Holdings
3
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q2 2026

Skyknight Capital L P Holdings Map

Top 3 Skyknight Capital L P Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AHCO
ADAPTHEALTH CORP
94.98%8.58M$89.4M
+0.00%(+0)
2025-Q2: 8.58M shares2025-Q3: 8.58M shares2025-Q4: 8.58M shares2026-Q1: 8.58M shares2026-Q2: 8.58M shares
$23.31(-75.07%)
2026-06-30
LBTYK
LIBERTY GLOBAL PLC
3.51%300.0K$3.3M
+0.00%(+0)
2025-Q2: 300.0K shares2025-Q3: 300.0K shares2025-Q4: 300.0K shares2026-Q1: 300.0K shares2026-Q2: 300.0K shares
$15.07(-32.16%)
2026-06-30
LBTYA
LIBERTY GLOBAL PLC
1.51%125.0K$1.4M
+0.00%(+0)
2025-Q2: 125.0K shares2025-Q3: 125.0K shares2025-Q4: 125.0K shares2026-Q1: 125.0K shares2026-Q2: 125.0K shares
$14.82(-30.21%)
2026-06-30

About Skyknight Capital L P’s portfolio

Skyknight Capital L P reports $94.13M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are AHCO (95.0%), LBTYK (3.5%) and LBTYA (1.5%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -11.02% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
AHCO — 95.0% ($89.41M)LBTYK — 3.5% ($3.30M)LBTYA — 1.5% ($1.42M)
100%in top 3
  • AHCO95.0%
  • LBTYK3.5%
  • LBTYA1.5%

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Source filings

Holdings on this page are parsed from Skyknight Capital L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1842707). View Skyknight Capital L P’s 13F filings on SEC

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