Incision Capital Management LP

Est. AUM

$90.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CROCS INC	COMM	$29.1M	350000	32.07%	SOLE
2	SEA LTD-ADR	ADRS	$25.7M	310000	28.33%	SOLE
3	TECK RESOURCES LTD-CL B	COMM	$19.4M	375000	21.42%	SOLE
4	EXPAND ENERGY CORPORATION	COMM	$16.5M	150000	18.18%	SOLE

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