Incline Global Management LLC

Est. AUM

$254.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	EVERFORTH ORD	COM	$17.0M	439688	6.68%	SOLE
2	CARNIVAL ORD	ADS	$16.6M	642331	6.53%	SOLE
3	TE CONNECTIVITY ORD	ORD SHS	$15.8M	75761	6.22%	SOLE
4	NORWEGIAN CRUISE LINE HOLDINGS ORD	SHS	$15.7M	838978	6.16%	SOLE
5	CBRE GROUP CL A ORD	CL A	$15.7M	115610	6.15%	SOLE
6	JONES LANG LASALLE ORD	COM	$15.1M	49755	5.95%	SOLE
7	MORNINGSTAR ORD	COM	$14.9M	88354	5.87%	SOLE
8	MICROSOFT ORD	COM	$14.9M	40333	5.86%	SOLE
9	META PLATFORMS CL A ORD	CL A	$14.8M	25931	5.83%	SOLE
10	BLUE OWL CAPITAL CL A ORD	COM CL B	$14.5M	1589266	5.70%	SOLE
11	ARES MANAGEMENT CL A ORD	COM CL A	$14.4M	132123	5.66%	SOLE
12	COHERENT ORD	COM	$13.8M	58125	5.44%	SOLE
13	CREDO TECHNOLOGY GROUP HOLDING ORD	COM	$13.6M	144731	5.34%	SOLE
14	AMAZON COM ORD	COM	$13.4M	64131	5.25%	SOLE
15	HOWARD HUGHES HOLDINGS ORD	COM	$11.7M	184930	4.59%	SOLE
16	AMPHENOL CL A ORD	CL A	$6.7M	53185	2.64%	SOLE
17	ARM HOLDINGS ADR	SPONSORED ADS	$6.6M	43422	2.58%	SOLE
18	BLACKSTONE ORD	COM	$6.2M	54122	2.44%	SOLE
19	DAVE BUSTERS ENTERTAINMENT ORD	COM	$4.4M	405860	1.73%	SOLE
20	WEX ORD	COM	$2.4M	15663	0.94%	SOLE
21	STONECO CL A ORD	COM CL A	$1.9M	131476	0.73%	SOLE
22	ZIFF DAVIS ORD	COM	$1.7M	40482	0.67%	SOLE
23	PAGSEGURO DIGITAL CL A ORD	COM CL A	$1.7M	167669	0.66%	SOLE
24	GRANITE CONSTRUCTION ORD	COM	$1.0M	8424	0.40%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.