Soviero Asset Management, LP - Q12026 Holdings

Soviero Asset Management, LP holds 52 stocks with a total portfolio value of $ 200.26M as of Q12026. In Q12026, Soviero Asset Management, LP added 24 new positions, increased stakes in 14 stocks, reduced 14 holdings, and fully exited 32 positions. The largest holding is Coupang Inc (CPNG), representing 5.19% of the total portfolio.