Connacht Asset Management LP: summary

Connacht Asset Management LP reported 47 positions with a reported value of $16.87M in its 13F for Q3 2023. Compared with Q2 2023: 9 new positions, 57 exited.

Top positions

• CASELLA WASTE SYS INC CL A
• AXON ENTERPRISE INC COM
• Enovis Corp
• Northern Oil & Gas Inc
• WESCO INTL INC COM
• AIR TRANSPORT SERVICES GRP I
• Chefs' Warehouse Inc/The
• MP MATERIALS CORP
• DIGITALBRIDGE GROUP, INC.
• Universal Display Corp