MASTERS CAPITAL MANAGEMENT LLC

Fundamental concentrated ★Highest signal CIK 1104186
League rank
#549
in Fundamental concentrated · #2537 overall
Long book
$677.0M
Q1 2026
Positions
44
Top-10 weight
55%
concentration
Last quarter
+13.1%
SPY +14.8%
Turnover
36%
of book per quarter

Strategy in plain words

auto-generated from filings

MASTERS CAPITAL MANAGEMENT LLC is a concentrated fundamental stock-picker, running a $677.0M US long book across 44 positions.

The portfolio is concentrated: the top 10 names carry 55% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: DELTA AIR LINES INC, MOHAWK INDUSTRIES INC, UNITED PARCEL SERVICE-CL B, FLUOR CORP, AST SPACEMOBILE INC.

Over the last 9 quarters its long book ran on average 0.5pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-1.2%
Q2 2024
+5.1%
Q3 2024
+2.8%
Q4 2024
-11.6%
Q1 2025
+18.1%
Q2 2025
+8.7%
Q3 2025
+6.3%
Q4 2025
+3.4%
Q1 2026
+13.1%

Sector allocation

Industrials
41%
Materials
12%
Other
11%
Technology
10%
Communications
7%
Services media
4%
Energy
4%
Healthcare
4%

Long book by quarter

$530.2M
Q1 2024
$558.6M
Q2 2024
$520.0M
Q3 2024
$586.1M
Q4 2024
$472.1M
Q1 2025
$519.3M
Q2 2025
$622.5M
Q3 2025
$723.1M
Q4 2025
$677.0M
Q1 2026

What does MASTERS CAPITAL own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
DAL DELTA AIR LINES INCIndustrials1.0M$66.5M9.8%Held
MHK MOHAWK INDUSTRIES INCOther500.0K$49.2M7.3%+25.0%
UPS UNITED PARCEL SERVICE-CL BIndustrials500.0K$49.2M7.3%+66.7%
FLR FLUOR CORPIndustrials925.0K$43.2M6.4%-15.9%
ASTS AST SPACEMOBILE INCCommunications500.0K$41.4M6.1%Held
NOV NOV INCIndustrials2.0M$37.6M5.6%Held
VYX NCR VOYIX CORPTechnology3.5M$22.2M3.3%+16.7%
DCH DAUCH CORPORATIONIndustrials3.5M$20.8M3.1%+16.7%
HRL HORMEL FOODS CORPConsumer staples850.0K$19.3M2.8%New
LION LIONSGATE STUDIOS CORPServices media2.0M$19.1M2.8%-0.3%
FTK FLOTEK INDUSTRIES INCOther1.1M$18.5M2.7%+8.9%
REAL REALREAL INC/THEConsumer discretionary2.0M$18.2M2.7%Held
EMN EASTMAN CHEMICAL COMaterials200.0K$15.3M2.3%-33.3%
HUN HUNTSMAN CORPMaterials1.0M$13.3M2.0%Held
RIG TRANSOCEAN LTDEnergy2.0M$13.3M2.0%+100.0%
NXE NEXGEN ENERGY LTDMaterials1.0M$11.6M1.7%-50.0%
BORR BORR DRILLING LTDEnergy2.0M$11.5M1.7%-31.0%
DNLI DENALI THERAPEUTICS INCHealthcare600.0K$11.5M1.7%-40.0%
ENVX ENOVIX CORPTechnology2.0M$10.4M1.5%Held
BETA BETA TECHNOLOGIES INC -CL AIndustrials700.0K$10.3M1.5%New
CLF CLEVELAND-CLIFFS INCMaterials1.2M$10.1M1.5%+20.0%
FSLY FASTLY INC - CLASS ATechnology300.0K$8.7M1.3%New
TLS TELOS CORPORATIONTechnology2.0M$8.4M1.2%-4.8%
GSM FERROGLOBE PLCMaterials2.0M$8.2M1.2%Held
EVTL VERTICAL AEROSPACE LTDIndustrials3.4M$7.5M1.1%+70.0%
ISOU ISOENERGY LTDMaterials700.0K$7.4M1.1%New
RUN SUNRUN INCTechnology500.0K$6.8M1.0%New
LYFT LYFT INC-AServices media500.0K$6.7M1.0%New
MANE VERADERMICS INCHealthcare100.0K$6.3M0.9%New
IAG IAMGOLD CORPMaterials300.0K$5.6M0.8%New
EVEX EVE HOLDING INCIndustrials2.0M$5.0M0.7%-4.8%
LUCD LUCID DIAGNOSTICS INCHealthcare4.0M$4.6M0.7%Held
SENS SENSEONICS HOLDINGS INCTechnology500.0K$3.3M0.5%+100.0%
ITRG INTEGRA RESOURCES CORPMaterials1.0M$2.7M0.4%New
PLUG PLUG POWER INCIndustrials1.0M$2.3M0.3%Held
UP WHEELS UP EXPERIENCE INCIndustrials4.0M$2.1M0.3%-20.0%
STIM NEURONETICS INCHealthcare1.0M$1.4M0.2%Held
MBLY MOBILEYE GLOBAL INC-ATechnology100.0K$687K0.1%New
NFE NEW FORTRESS ENERGY INCUtilities1.0M$590K0.1%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202698$3.03B canonicalSEC ↗
Q4 202513F-HRFeb 17, 202685$2.45B canonicalSEC ↗
Q3 202513F-HRNov 14, 202583$2.76B canonicalSEC ↗
Q2 202513F-HRAug 14, 202580$2.57B canonicalSEC ↗
Q1 202513F-HRMay 15, 202582$2.03B canonicalSEC ↗
Q4 202413F-HRFeb 14, 202590$2.71B canonicalSEC ↗
Q3 202413F-HRNov 14, 202472$2.05B canonicalSEC ↗
Q2 202413F-HRAug 14, 202470$1.78B canonicalSEC ↗
Q1 202413F-HRMay 15, 202479$2.79B canonicalSEC ↗