13F HOLDINGS REPORT
PLUSTICK MANAGEMENT LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001643351-26-000005
Total Value
$226.0M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ECHOSTAR CORP | SATS | 275,000 | $29.9M | 13.23% |
| 2 | NEXTNAV INC | NXNVW | 1,577,818 | $26.3M | 11.62% |
| 3 | APPLIED DIGITAL CORP | APLD | 600,000 | $14.7M | 6.51% |
| 4 | INNODATA INC | INOD | 225,000 | $11.5M | 5.07% |
| 5 | NEBIUS GROUP N.V. | NBIS | 135,000 | $11.3M | 5.00% |
| 6 | FIRST SOLAR INC | FSLR | 40,000 | $10.4M | 4.62% |
| 7 | GLOBALSTAR INC | GSAT | 165,111 | $10.1M | 4.46% |
| 8 | APPLIED DIGITAL CORP | APLD | 400,000 | $9.8M | 4.34% |
| 9 | ECHOSTAR CORP | SATS | 90,000 | $9.8M | 4.33% |
| 10 | CLEAR SECURE INC | YOU | 275,000 | $9.6M | 4.27% |
| 11 | SUNRUN INC | RUN | 500,000 | $9.2M | 4.07% |
| 12 | ANTERO RESOURCES CORP | AR | 250,000 | $8.6M | 3.81% |
| 13 | NEXTNAV INC | NXNVW | 488,000 | $8.1M | 3.59% |
| 14 | LYFT INC | LYFT | 400,000 | $7.7M | 3.43% |
| 15 | SUPER MICRO COMPUTER INC | SMCI | 225,000 | $6.6M | 2.91% |
| 16 | CHURCHILL CAP CORP X | G2130T108 | 400,000 | $6.2M | 2.76% |
| 17 | INNODATA INC | INOD | 105,000 | $5.3M | 2.37% |
| 18 | T1 ENERGY INC | TE-WT | 800,000 | $5.3M | 2.36% |
| 19 | NEXTDOOR HOLDINGS INC | NXDR | 2,100,000 | $4.4M | 1.95% |
| 20 | MODERNA INC | MRNA | 130,000 | $3.8M | 1.70% |
| 21 | LENZ THERAPEUTICS INC | LENZ | 200,000 | $3.2M | 1.42% |
| 22 | SABLE OFFSHORE CORP | SOC | 350,000 | $3.2M | 1.40% |
| 23 | LUMEN TECHNOLOGIES INC | LUMN | 400,000 | $3.1M | 1.38% |
| 24 | COMMSCOPE HLDG CO INC | 20337X109 | 150,000 | $2.7M | 1.20% |
| 25 | EVERUS CONSTR GROUP | EVEX-WT | 30,000 | $2.6M | 1.14% |
| 26 | ANTERO RESOURCES CORP | AR | 70,000 | $2.4M | 1.07% |