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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CastleKnight Management LP

Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000919574-23-006406

Total Value
$1.52B
Positions
306
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (306)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY690,000$295.0M19.36%
2SPDR S&P 500 ETF TRSPY400,000$171.0M11.22%
3INVESCO QQQ TRIVZ400,000$143.3M9.40%
4ISHARES TR464287655637,500$112.7M7.39%
5ISHARES TR464287655155,000$27.4M1.80%
6TARGET HOSPITALITY CORPTH1,348,300$21.4M1.41%
7SMART GLOBAL HLDGS INCPENG850,000$20.7M1.36%
8META PLATFORMS INCMETA66,770$20.0M1.32%
9ISHARES TR464288513250,000$18.4M1.21%
10COMMUNITY HEALTH SYS INC NEW2036681085,127,463$14.9M0.98%
11AMAZON COM INCAMZN115,000$14.6M0.96%
12SUPER MICRO COMPUTER INCSMCI53,140$14.6M0.96%
13VERTIV HOLDINGS COVRT391,311$14.6M0.96%
14AMAZON COM INCAMZN112,330$14.3M0.94%
15ALPHABET INCGOOG101,900$13.3M0.88%
16SMART GLOBAL HLDGS INCPENG539,172$13.1M0.86%
17TARGET HOSPITALITY CORPTH825,112$13.1M0.86%
18META PLATFORMS INCMETA40,000$12.0M0.79%
19VERITIV CORP92345410269,200$11.7M0.77%
20APPLIED DIGITAL CORPAPLD1,589,984$9.9M0.65%
21NVIDIA CORPORATIONNVDA22,000$9.6M0.63%
22DAVE & BUSTERS ENTMT INC238337109256,935$9.5M0.63%
23WESTERN DIGITAL CORP.WDC205,000$9.4M0.61%
24ADVANCED MICRO DEVICES INCAMD89,800$9.2M0.61%
25ALIBABA GROUP HLDG LTDBBAAY105,600$9.2M0.60%
26WESTERN ALLIANCE BANCORPWAL-PA196,824$9.0M0.59%
27ADVANTAGE SOLUTIONS INCADV3,096,687$8.8M0.58%
28VERTIV HOLDINGS COVRT225,000$8.4M0.55%
29PBF ENERGY INCPBF154,600$8.3M0.54%
30MICRON TECHNOLOGY INCMU120,000$8.2M0.54%
31CHARTER COMMUNICATIONS INC N16119P10817,300$7.6M0.50%
32PROSHARES TR74347B201190,300$7.5M0.49%
33EXPEDIA GROUP INCEXPE69,800$7.2M0.47%
34GLOBAL NET LEASE INCGNL-PE731,352$7.0M0.46%
35WESTERN DIGITAL CORP.WDC153,772$7.0M0.46%
36CF INDS HLDGS INC12526910080,500$6.9M0.45%
37PLAYA HOTELS & RESORTS NVN70544106947,900$6.9M0.45%
38CF INDS HLDGS INC12526910080,000$6.9M0.45%
39DISH NETWORK CORPORATION25470MAB510,750,000$6.5M0.43%
40COMCAST CORP NEWCCZ142,500$6.3M0.41%
41HUDBAY MINERALS INCHBM1,290,900$6.3M0.41%
42MAPLEBEAR INCCART202,500$6.0M0.39%
43SILICON MOTION TECHNOLOGY COSIMO113,200$5.8M0.38%
44SUPER MICRO COMPUTER INCSMCI20,000$5.5M0.36%
45PROPETRO HLDG CORPPUMP507,800$5.4M0.35%
46TENET HEALTHCARE CORPTHC78,400$5.2M0.34%
47SILICON MOTION TECHNOLOGY COSIMO100,000$5.1M0.34%
48SALESFORCE INCCRM25,000$5.1M0.33%
49CHART INDS INC16115Q30828,300$4.8M0.31%
50NVIDIA CORPORATIONNVDA11,000$4.8M0.31%
51INTEL CORPINTC126,051$4.5M0.29%
52DELL TECHNOLOGIES INCDELL65,000$4.5M0.29%
53COMCAST CORP NEWCCZ100,000$4.4M0.29%
54THE ONE GROUP HOSPITALITY IN88338K103795,985$4.4M0.29%
55HEWLETT PACKARD ENTERPRISE CHPE-PC250,000$4.3M0.28%
56GLADSTONE COMMERCIAL CORPGOODO351,279$4.3M0.28%
57RLJ LODGING TRRLJ-PA435,700$4.3M0.28%
58DELL TECHNOLOGIES INCDELL61,300$4.2M0.28%
59PACTIV EVERGREEN INC69526K105517,966$4.2M0.28%
60SHIFT4 PMTS INC82452J10975,600$4.2M0.27%
61SERVICE PPTYS TR81761L102534,536$4.1M0.27%
62UPLAND SOFTWARE INCUPLD836,444$3.9M0.25%
63LIBERTY ENERGY INCLBRT206,000$3.8M0.25%
64HF SINCLAIR CORPDINO65,000$3.7M0.24%
65MACYS INC55616P104313,100$3.6M0.24%
66APOLLO GLOBAL MGMT INC03769M10640,000$3.6M0.24%
67NRG ENERGY INCNRG92,100$3.5M0.23%
68VALERO ENERGY CORPVLO25,000$3.5M0.23%
69EVERI HLDGS INCEVEX-WT266,695$3.5M0.23%
70BRAEMAR HOTELS & RESORTS INCBHR-PD1,204,228$3.3M0.22%
71AKAMAI TECHNOLOGIES INCAKAM31,300$3.3M0.22%
72SALESFORCE INCCRM16,230$3.3M0.22%
73FULL HSE RESORTS INC359678109758,127$3.2M0.21%
74EMBRAER S.A.EMBJ228,300$3.1M0.21%
75MICRON TECHNOLOGY INCMU45,800$3.1M0.20%
76NORWEGIAN CRUISE LINE HLDG LNCLH187,300$3.1M0.20%
77VITAL ENERGY INC51680620554,800$3.0M0.20%
78NEW FORTRESS ENERGY INCNFE90,119$3.0M0.19%
79PARK HOTELS & RESORTS INCPK239,000$2.9M0.19%
80DINE BRANDS GLOBAL INCDIN58,800$2.9M0.19%
81DIGITAL RLTY TR INC25386810324,000$2.9M0.19%
82ROYAL CARIBBEAN GROUPV7780T10331,500$2.9M0.19%
83ARISTA NETWORKS INCANET14,700$2.7M0.18%
84BRANDYWINE RLTY TR105368203587,800$2.7M0.18%
85ASPEN AEROGELS INCASPN310,200$2.7M0.18%
86DIVERSIFIED HEALTHCARE TRDHCNL1,364,172$2.6M0.17%
87BEYOND MEAT INCBYND10,000,000$2.6M0.17%
88FABRINETFN15,600$2.6M0.17%
89TRAVEL PLUS LEISURE CO89416410268,200$2.5M0.16%
90BAIDU INCBAIDF18,190$2.4M0.16%
91SIX FLAGS ENTMT CORP NEW83001A102103,500$2.4M0.16%
92ASHFORD HOSPITALITY TR INCAHT-PD1,013,894$2.4M0.16%
93CIVITAS RESOURCES INC17888H10329,500$2.4M0.16%
94OBSIDIAN ENERGY LTDOBE279,500$2.3M0.15%
95WESTERN ALLIANCE BANCORPWAL-PA50,000$2.3M0.15%
96MACERICH COMAC209,303$2.3M0.15%
97UBER TECHNOLOGIES INCUBER49,500$2.3M0.15%
98SHIFT4 PMTS INC82452J10940,000$2.2M0.15%
99CHARTER COMMUNICATIONS INC N16119P1085,000$2.2M0.14%
100BAYTEX ENERGY CORPBTE493,364$2.2M0.14%
101ALIBABA GROUP HLDG LTDBBAAY25,000$2.2M0.14%
102SEAWORLD ENTMT INCPRKS46,800$2.2M0.14%
103US FOODS HLDG CORPUSFD54,200$2.2M0.14%
104PBF ENERGY INCPBF40,000$2.1M0.14%
105DELTA AIR LINES INC DELDAL55,700$2.1M0.14%
106CLARIVATE PLCCLVT300,000$2.0M0.13%
107DIGITALOCEAN HLDGS INCDOCN83,000$2.0M0.13%
108CALLON PETE CO DEL13123X50850,490$2.0M0.13%
109VERTEX ENERGY INCVERX431,799$1.9M0.13%
110TITAN INTL INC ILLKMCM140,200$1.9M0.12%
111LSB INDS INC502160104181,809$1.9M0.12%
112DIEBOLD NIXDORF INCDBD96,190$1.8M0.12%
113EMERALD HOLDING INCEEX401,680$1.8M0.12%
114INDUSTRIAL LOGISTICS PPTYS T456237106618,379$1.8M0.12%
115BRIGHTVIEW HLDGS INCBV229,923$1.8M0.12%
116PLAYTIKA HLDG CORPPLTK183,615$1.8M0.12%
117ELI LILLY & COLLY3,250$1.7M0.11%
118UNIVERSAL HLTH SVCS INC91390310013,850$1.7M0.11%
119BLUEGREEN VACATIONS HLDG COR09630810147,227$1.7M0.11%
120MATCH GROUP INC NEWMTCH43,900$1.7M0.11%
121SEA LTDSE38,600$1.7M0.11%
122VERITIV CORP92345410210,000$1.7M0.11%
123NVENT ELECTRIC PLCNVT31,200$1.7M0.11%
124DRIVEN BRANDS HLDGS INCDRVN131,300$1.7M0.11%
125APA CORPORATIONAPA40,200$1.7M0.11%
126MRC GLOBAL INC55345K103156,600$1.6M0.11%
127NVENT ELECTRIC PLCNVT30,000$1.6M0.10%
128SNOWFLAKE INCSNOW10,350$1.6M0.10%
129CHORD ENERGY CORPORATIONCHRD9,680$1.6M0.10%
130SMART SAND INCSND666,338$1.5M0.10%
131ADVANCED MICRO DEVICES INCAMD15,000$1.5M0.10%
132INTERNATIONAL FLAVORS&FRAGRA45950610122,520$1.5M0.10%
133LSB INDS INC502160104150,000$1.5M0.10%
134HF SINCLAIR CORPDINO26,900$1.5M0.10%
135MARATHON PETE CORPMARA10,000$1.5M0.10%
136PERION NETWORK LTDPERI49,400$1.5M0.10%
137UNITED AIRLS HLDGS INCUNTCW35,700$1.5M0.10%
138LYFT INCLYFT140,000$1.5M0.10%
139STAGWELL INCSTGW310,521$1.5M0.10%
140PLAYTIKA HLDG CORPPLTK150,000$1.4M0.09%
141AERCAP HOLDINGS NVAER23,000$1.4M0.09%
142APPLIED DIGITAL CORPAPLD230,000$1.4M0.09%
143BLOOMIN BRANDS INCBLMN57,800$1.4M0.09%
144EMBRAER S.A.EMBJ100,000$1.4M0.09%
145SIMMONS 1ST NATL CORP82873020091,919$1.4M0.09%
146WIDEOPENWEST INC96758W101176,000$1.3M0.09%
147ATLAS ENERGY SOLUTIONS INCAESI60,100$1.3M0.09%
148DIGITAL TURBINE INCAPPS218,800$1.3M0.09%
149ALPHABET INCGOOG10,000$1.3M0.09%
150PLAYAGS INC72814N104199,981$1.3M0.09%
151SL GREEN RLTY CORP78440X88734,596$1.3M0.08%
152MANCHESTER UTD PLC NEWG5784H10664,800$1.3M0.08%
153PDD HOLDINGS INCPDD13,000$1.3M0.08%
154YELP INCYELP30,400$1.3M0.08%
155LESLIES INC527064109221,900$1.3M0.08%
156CVR PARTNERS LPUAN15,100$1.2M0.08%
157TRIPADVISOR INCTRIP73,600$1.2M0.08%
158ALEXANDRIA REAL ESTATE EQ IN01527110912,100$1.2M0.08%
159INTERNATIONAL BUSINESS MACHSINTR8,600$1.2M0.08%
160W & T OFFSHORE INCWTI274,057$1.2M0.08%
161LUMENTUM HLDGS INCLITE25,800$1.2M0.08%
162DIGITALBRIDGE GROUP INCDBRG-PJ66,100$1.2M0.08%
163PATTERSON-UTI ENERGY INCPTEN83,062$1.1M0.08%
164PIEDMONT OFFICE REALTY TR INPDM202,300$1.1M0.07%
165EXTREME NETWORKSEXTR46,200$1.1M0.07%
166ALGOMA STL GROUP INC015658107154,900$1.1M0.07%
167PERELLA WEINBERG PARTNERSPWP103,200$1.1M0.07%
168INDEPENDENCE CONTRACT DRILLI453415606349,875$1.0M0.07%
169BGC GROUP INCBGC197,137$1.0M0.07%
170CRH PLCCRH18,300$1.0M0.07%
171UPSTART HLDGS INCUPST1,500,000$994,4480.07%
172MEDICAL PPTYS TRUST INC58463J304181,200$987,5400.06%
173IRIS ENERGY LTDIREN264,100$979,8110.06%
174VALERO ENERGY CORPVLO6,700$949,4570.06%
175RESIDEO TECHNOLOGIES INCREZI58,600$925,8800.06%
176GLATFELTER CORPORATION377320106461,297$922,5940.06%
177BALLYS CORPORATIONBALL70,264$921,1610.06%
178MARATHON PETE CORPMARA6,000$908,0400.06%
179COMMUNITY HEALTH SYS INC NEW203668108300,000$870,0000.06%
180MAMMOTH ENERGY SVCS INC56155L108187,433$869,6890.06%
181CABLE ONE INCCABO1,400$861,8960.06%
182RAPID7 INCRPD18,800$860,6640.06%
183KLX ENERGY SERVICS HOLDNGS I48253L20572,333$857,1460.06%
184NORDSTROM INC65566410056,600$845,6040.06%
185APPLIED MATLS INC0382221056,100$844,5450.06%
186SENTINELONE INCS49,900$841,3140.06%
187NATIONAL CINEMEDIA INCNCMI186,365$836,7790.05%
188ACCEL ENTERTAINMENT INCACEL75,400$825,6300.05%
189GLADSTONE COMMERCIAL CORPGOODO67,800$824,4480.05%
190INFINERA CORP45667G103196,100$819,6980.05%
191COMERICA INC20034010719,700$818,5350.05%
192T-MOBILE US INCTMUSZ5,800$812,2900.05%
193GREENFIRE RES LTD NEW39525U107162,608$804,9100.05%
194OWENS CORNING NEWOC5,900$804,8190.05%
195HIGHWOODS PPTYS INC43128410839,000$803,7900.05%
196MICROSOFT CORPMSFT2,475$781,4810.05%
197NCR CORP NEWNCRRP28,600$771,3420.05%
198PURE STORAGE INC74624M10221,600$769,3920.05%
199ICHOR HOLDINGSICHR24,414$755,8570.05%
200BROADCOM INCAVGO900$747,5220.05%
201SHOPIFY INCSHOP13,600$742,1520.05%
202MARVELL TECHNOLOGY INCMRVL13,600$736,1680.05%
203BEACON ROOFING SUPPLY INC0736851099,400$725,3980.05%
204APOLLO GLOBAL MGMT INC03769M1068,000$718,0800.05%
205OFFICE PPTYS INCOME TR67623C109172,968$709,1690.05%
206SABRE CORPSABR157,800$708,5220.05%
207THE REALREAL INC88339PAB71,000,000$704,2250.05%
208SIGNET JEWELERS LIMITEDSIG9,800$703,7380.05%
209LAM RESEARCH CORPLRCX1,100$689,4470.05%
210NABORS INDUSTRIES LTDNBRWF5,500$677,2700.04%
211ULTRA CLEAN HLDGS INCUCTT22,300$661,6410.04%
212ARDAGH METAL PACKAGING S AAMPWF211,100$660,7430.04%
213ZOOM VIDEO COMMUNICATIONS INZM9,400$657,4360.04%
214XAI OCTAGON FLOATING RATE &98400T10693,000$646,3500.04%
215TAIWAN SEMICONDUCTOR MFG LTD8740391007,300$634,3700.04%
216EG ACQUISITION CORP26846A10058,410$622,6510.04%
217RMR GROUP INCRMR25,103$615,5260.04%
218ALTICE USA INCOPTU187,951$614,6000.04%
219RAYONIER ADVANCED MATLS INCRYN172,800$611,7120.04%
220PHIBRO ANIMAL HEALTH CORPPAHC47,837$610,8780.04%
221VERIZON COMMUNICATIONS INCVZ18,600$602,8260.04%
222PERFORMANCE FOOD GROUP COPFGC10,200$600,3720.04%
223HUDSON PAC PPTYS INC44409710988,100$585,8650.04%
224SS&C TECHNOLOGIES HLDGS INCSSNC11,100$583,1940.04%
225SPIRIT AEROSYSTEMS HLDGS INC84857410935,800$577,8120.04%
226ARKO CORPARKO80,313$574,2380.04%
227CRITEO S ACRTO19,500$569,4000.04%
228INTREPID POTASH INCIPI22,602$568,6660.04%
229DELEK US HLDGS INC NEWDK20,000$568,2000.04%
230BYTE ACQUISITION CORPG1R25Q10549,252$541,7720.04%
231ECOVYST INCECVT54,324$534,5480.04%
232GRUPO TELEVISA S A BGRPFF174,800$533,1400.03%
233MADISON SQUARE GRDN SPRT COR55825T1033,000$528,9000.03%
234CAMECO CORPCCJ13,300$527,2120.03%
235EXELA TECHNOLOGIES INC30162V607181,056$526,8730.03%
236CHEESECAKE FACTORY INCCAKE17,300$524,1900.03%
237HILTON GRAND VACATIONS INCHGV12,500$508,7500.03%
238OXFORD LANE CAP CORPOXLCZ97,000$484,0300.03%
239SALLY BEAUTY HLDGS INCSBH56,350$472,2130.03%
240APPLOVIN CORPAPP11,700$467,5320.03%
241CARLISLE COS INC1423391001,800$466,6680.03%
242ALASKA AIR GROUP INCALK12,300$456,0840.03%
243PLYMOUTH INDL REIT INC72964010221,400$448,3300.03%
244GOPRO INCGPRO140,100$439,9140.03%
245CITY OFFICE REIT INCCHCO102,300$434,7750.03%
246TEXTRON INCTXT5,500$429,7700.03%
247BERRY CORP08579X10151,600$423,1200.03%
248MYT NETHERLANDS PARENT B V55406W103124,300$422,6200.03%
249AIR LEASE CORPAIIR10,700$421,6870.03%
250HUT 8 MNG CORPHUT214,400$418,0800.03%
251APOLLO COML REAL EST FIN INC03762U10541,000$415,3300.03%
252CROWN CASTLE INCCCI4,500$414,1350.03%
253ZETA GLOBAL HOLDINGS CORPZETA45,400$379,0900.02%
254PROGRESS SOFTWARE CORP7433121006,900$362,8020.02%
255MAUI LD & PINEAPPLE INC57734510127,300$361,7250.02%
256MGM RESORTS INTERNATIONALMGM9,800$360,2480.02%
257SYNOPSYS INCSNPS775$355,7020.02%
258KILROY RLTY CORP49427F10811,200$354,0320.02%
259CADENCE DESIGN SYSTEM INCCDNS1,500$351,4500.02%
260BAUSCH HEALTH COS INC07173410742,600$350,1720.02%
261EQUINIX INCEQIX470$341,3420.02%
262TRIP COM GROUP LTDTRPCF9,400$328,7180.02%
263BACKBLAZE INCBLZE56,700$311,8500.02%
264PAGSEGURO DIGITAL LTDPAGS35,100$302,2110.02%
265INSPIRED ENTMT INC45782N10824,016$287,2310.02%
266TREMOR INTL LTDNEXN80,700$284,8710.02%
267JETBLUE AWYS CORP47714310161,300$281,9800.02%
268HAWAIIAN HOLDINGS INCHE44,200$279,7860.02%
269MADISON SQUARE GARDEN ENTMT5582561038,500$279,7350.02%
270ORION OFFICE REIT INCONL53,600$279,2560.02%
271CENTURY CASINOS INCCNTY53,900$276,5070.02%
272NEXTDOOR HOLDINGS INCNXDR149,323$271,7680.02%
273CAREMAX INC14171W103127,900$271,1480.02%
274OATLY GROUP ABOTLY287,826$257,9210.02%
275MELCO RESORTS AND ENTMNT LTD58546410025,900$256,1510.02%
276BUMBLE INCBMBL17,000$253,6400.02%
277DISNEY WALT CO2546871063,100$251,2550.02%
278GLOBAL BUSINESS TRAVEL GROUPGBTG45,330$249,3150.02%
279TRAVELZOOTZOO41,589$242,4640.02%
280PELOTON INTERACTIVE INCPTON47,900$241,8950.02%
281SELECT WATER SOLUTIONS INCWTTR30,000$238,5000.02%
282EXPENSIFY INCEXFY73,100$237,5750.02%
283THE REALREAL INC88339PAD3500,000$235,4830.02%
284LOVESAC COMPANYLOVE11,500$229,0800.02%
285BYTE ACQUISITION CORPG1R25Q113994,344$228,6990.02%
286LIBERTY TRIPADVISOR HLDGS IN531465102465,273$227,5190.01%
287EAGLE POINT CREDIT COMPANY IECCW22,400$227,3600.01%
288OPEN LENDING CORPLPRO30,200$221,0640.01%
289ARES ACQUISITION CORPORATIONG3303210619,800$213,0480.01%
290PAYSAFE LIMITEDPSFE15,341$183,9390.01%
291TWO HBRS INVT CORP90187B80413,200$174,7680.01%
292CNH INDL N VN2094410914,000$169,4000.01%
293WEIBO CORPWEIBF12,900$161,7660.01%
294URBAN ONE INCUONEK30,730$154,5720.01%
295SOLARIS OILFIELD INFRASTRUCTSEI13,917$148,3550.01%
296GDS HLDGS LTDGDHLF12,600$137,9700.01%
297WALDENCAST PLCWALDW146,556$133,8940.01%
298ELANCO ANIMAL HEALTH INCELAN11,100$124,7640.01%
299PARAMOUNT GROUP INC69924R10822,200$102,5640.01%
300FARFETCH LTD30744W10744,500$93,0050.01%
301RENT THE RUNWAY INCRENT134,800$91,7450.01%
302ON24 INCONTF12,998$82,2770.01%
303EG ACQUISITION CORP26846A118336,124$57,4100.00%
304NUSCALE PWR CORPNU60,500$39,9300.00%
305TRISALUS LIFE SCIENCES INCTLSIW46,371$17,4450.00%
306INTUITIVE MACHINES INCLUNR25,000$6,9750.00%