ECLIPSE OPERATIONS, LLC

Fundamental diversified ★Signal other specialist (100%) CIK 1908066
Long book
$39.6M
Q1 2026
Positions
1
Top-10 weight
100%
concentration
Last quarter
+12.1%
SPY +14.8%
Turnover
0%
of book per quarter

Strategy in plain words

auto-generated from filings

ECLIPSE OPERATIONS, LLC is a diversified fundamental manager, specialised in other (100% of the long book), running a $39.6M US long book across 1 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: OWLET INC.

Over the last 6 quarters its long book ran on average 14.8pp per quarter behind the S&P 500, beating the index in 1 of 6 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-4.4%
Q2 2024
+9.0%
Q3 2024
-0.9%
Q4 2024
-17.3%
Q4 2025
-68.3%
Q1 2026
+12.1%

Sector allocation

Other
100%

Long book by quarter

$8.8M
Q1 2024
$8.4M
Q2 2024
$17.1M
Q3 2024
$16.9M
Q4 2024
$124.7M
Q4 2025
$39.6M
Q1 2026

What does ECLIPSE OPERATIONS, own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
OWLT OWLET INCOther7.7M$39.6M100.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 6, 20261$39.6M canonicalSEC ↗
Q4 202513F-HRFeb 12, 20261$124.7M canonicalSEC ↗
Q4 202413F-HRFeb 18, 20251$16.9M canonicalSEC ↗
Q3 202413F-HRNov 8, 20241$17.1M canonicalSEC ↗
Q2 202413F-HRAug 7, 20241$8.4M canonicalSEC ↗
Q1 202413F-HRMay 6, 20241$8.8M canonicalSEC ↗

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