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Portfolio (Quarterly) Guide ↗

AXQ CAPITAL, LP

· CIK 0001916908
13F Portfolio $777M AUM 973 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 618 New 231 Added 124 Reduced 347 Exited
Page 21 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 6,475.0 $242K 0.03% NEW $37.45 +0.1%
402 FPS FORGENT POWER SOLUTIONS INC Industrials 8,264.0 $242K 0.03% NEW $29.27 +47.7%
403 BUR BURFORD CAPITAL LIMITED Financial Services 53,419.0 $241K 0.03% NEW $4.52 -5.5%
404 PK PARK HOTELS & RESORTS INC Real Estate 22,922.0 $241K 0.03% NEW $10.53 +5.3%
405 GASS STEALTHGAS INC Industrials 25,971.0 $238K 0.03% NEW $9.18 +9.7%
406 GNK GENCO SHIPPING & TRADING LTD Industrials 10,556.0 $238K 0.03% NEW $22.55 +8.3%
407 HCKT HACKETT GROUP INC Technology 18,137.0 $236K 0.03% NEW $13.01 -27.4%
408 WDS WOODSIDE ENERGY GROUP LTD Energy 9,854.0 $235K 0.03% NEW $23.88 -3.3%
409 VCTR VICTORY CAP HLDGS INC DEL Financial Services 3,592.0 $235K 0.03% NEW $65.48 +33.0%
410 SFL SFL CORPORATION LTD Industrials 21,654.0 $234K 0.03% NEW $10.79 +15.9%
411 BANC BANC OF CALIFORNIA INC Financial Services 13,182.0 $232K 0.03% NEW $17.58 +5.0%
412 CRAI CRA INTL INC Industrials 1,429.0 $231K 0.03% NEW $161.88 -10.5%
413 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 7,237.0 $230K 0.03% NEW $31.72 -4.9%
414 PENG PENGUIN SOLUTIONS INC Technology 13,014.0 $229K 0.03% NEW $17.60 +159.7%
415 MGNX MACROGENICS INC Healthcare 78,850.0 $228K 0.03% NEW $2.89 +50.5%
416 PATHWARD FINANCIAL INC 2,549.0 $227K 0.03% NEW $89.23
417 CCCC C4 THERAPEUTICS INC Healthcare 86,278.0 $227K 0.03% NEW $2.63 +18.3%
418 VRTS VIRTUS INVT PARTNERS INC Financial Services 1,677.0 $225K 0.03% NEW $134.35 +4.3%
419 DSX DIANA SHIPPING INC Industrials 89,938.0 $225K 0.03% NEW $2.50 +7.2%
420 STNG SCORPIO TANKERS INC Energy 3,007.0 $225K 0.03% NEW $74.66 +9.7%
Page 21 of 31  ·  618 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
Financial Services 17.6%
Technology 17.3%
Healthcare 13.2%
Industrials 13.1%
Consumer Cyclical 10.4%
Utilities 6.4%
Consumer Defensive 6.2%
Energy 4.8%
Communication Services 4.7%
Basic Materials 4.7%