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Portfolio (Quarterly) Guide ↗

CARRONADE CAPITAL MANAGEMENT, LP

· CIK 0001866872
13F Portfolio $7.3B AUM 31 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 4 New 23 Added 1 Reduced 6 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MAA MID-AMER APT CMNTYS INC Real Estate 44,268.0 $6.1M 0.08% +1K +2.5% $138.90 -6.4%
22 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 257,160.0 $6.0M 0.08% +9K +3.6% $23.39 +19.3%
23 ESS ESSEX PPTY TR INC Real Estate 22,498.0 $5.9M 0.08% +551.0 +2.5% $261.67 +4.6%
Page 2 of 2  ·  23 positions

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
Utilities 34.1%
Technology 21.7%
Communication Services 19.6%
Healthcare 8.6%
Real Estate 8.1%
Consumer Cyclical 6.2%
Industrials 1.7%