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Portfolio (Quarterly) Guide ↗

Sycale Advisors (NY) LLC

· CIK 0001811522
13F Portfolio $201M AUM 18 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 5 Added 7 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NFLX NETFLIX INC. Communication Services 138,373.0 $13.3M 6.63% NEW $96.15 -9.2%
2 PLTR PALANTIR TECHNOLOGIES INC Technology 49,827.0 $7.3M 3.63% NEW $146.28 -9.4%
3 GPRK GEOPARK LTD Energy 339,158.0 $3.2M 1.61% NEW $9.50 +2.5%
4 FERG FERGUSON ENTERPRISES INC Industrials 9,990.0 $2.3M 1.16% NEW $233.26 -1.5%
5 BUR CALL BURFORD CAPITAL LIMITED Financial Services 204,900.0 $926K 0.46% NEW $4.52 +0.4%
6 W WAYFAIR INC Consumer Cyclical 4,932.0 $371K 0.18% NEW $75.21 -2.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 30.7%
Industrials 25.5%
Financial Services 20.8%
Technology 14.1%
Consumer Cyclical 7.3%
Energy 1.7%