Not yet filed. No Q3 2026 Form 13F from Slate Path Capital has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 14, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| UNP · UNION PACIFIC CORP | 2,302,604 | 8.67% |
| U · Unity Software Inc. | 16,075,152 | 6.36% |
| UAL · United Airlines Holdings, Inc. | 3,325,452 | 6.26% |
| HUM · HUMANA INC | 1,079,930 | 5.94% |
| STM · STMicroelectronics N.V. | 5,239,714 | 5.43% |
| RIVN · Rivian Automotive, Inc. / DE | 21,978,400 | 5.28% |
| HPE · Hewlett Packard Enterprise Co | 7,781,642 | 4.86% |
| FDXF · FedEx Freight Holding Company, Inc. | 2,247,200 | 4.70% |
| DAL · DELTA AIR LINES, INC. | 3,015,048 | 3.91% |
| NUE · NUCOR CORP | 1,258,770 | 3.88% |
Largest increase 2026 Q1 → 2026 Q2: UNP (+214.2% of shares). New position in 2026 Q2: RIVN (5.28% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: GEV (-88.4% of shares). Exited in 2026 Q2: AER, AMRZ, EQT and 12 more.
Full record: Slate Path Capital fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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