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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

Militia Capital Partners, LP

Quarter ended Q2 2025 · Filed June 10, 2025 · Accession 0001837496-25-000009

Total Value
$112.0M
Positions
226
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (226)

#IssuerTicker / CUSIPSharesValue% of Filing
1ENERGY TRANSFER L PET-PI300,000$5.9M5.25%
2ISHARES BITCOIN TRUST ETFIBIT99,890$5.3M4.73%
3LULULEMON ATHLETICA INCLULU12,500$4.8M4.27%
4ECOPETROL S AEC600,700$4.8M4.25%
5WILLIAMS SONOMA INCWSM25,000$4.6M4.13%
6AMAZON COM INCAMZN17,240$3.8M3.38%
7INTERACTIVE BROKERS GROUP IN45841N10720,645$3.6M3.26%
8NVIDIA CORPORATIONNVDA25,000$3.4M3.00%
9GRUPO AEROPORTUARIO DEL CENT40050110241,152$2.8M2.52%
10MARRIOTT VACATIONS WORLDWIDEVAC10,000$2.8M2.49%
11FEDERAL AGRIC MTG CORP31314830614,000$2.8M2.46%
12FIVE POINT HOLDINGS LLCFPH667,862$2.5M2.25%
13PARKE BANCORP INCPKBK115,961$2.4M2.12%
14CORPORACION AMER ARPTS S AL1995B107125,000$2.3M2.08%
15SYNCHRONY FINANCIALSYF-PB33,000$2.1M1.92%
16TERNIUM SATX69,800$2.0M1.81%
17GEOPARK LTDGPRK211,723$2.0M1.75%
18CHENIERE ENERGY PARTNERS LPLNG9,000$1.9M1.73%
19GRAVITY CO LTDGRVY27,918$1.8M1.57%
20BLUELINX HLDGS INCBXC16,000$1.6M1.46%
21BEAZER HOMES USA INCBZH57,762$1.6M1.42%
22LAMAR ADVERTISING CO NEWLAMR10,700$1.3M1.16%
23ETSY INCETSY24,000$1.3M1.13%
24PHILIP MORRIS INTL INC71817210910,000$1.2M1.07%
25DISTRIBUTION SOLUTIONS GRP I52077610534,196$1.2M1.05%
26CENTURY CMNTYS INC15650430015,000$1.1M0.98%
27HERITAGE GLOBAL INCHGBL548,478$1.1M0.97%
28TAPESTRY INCTPR16,000$1.0M0.93%
29STEEL DYNAMICS INCSTLD9,000$1.0M0.92%
30PBF ENERGY INCPBF38,000$1.0M0.90%
31ROBINHOOD MKTS INC77070010225,520$950,8750.85%
32AXOS FINANCIAL INCAX12,000$838,2000.75%
33INVESTORS TITLE CO NCITIC3,354$794,0930.71%
34LOCKHEED MARTIN CORPLMT1,600$777,5040.69%
35COASTAL FINL CORP WA19046P2099,000$764,1900.68%
36EDWARDS LIFESCIENCES CORPEW10,000$740,3000.66%
37MGIC INVT CORP WIS55284810330,000$711,3000.64%
38FIRST AMERN FINL CORP31847R10211,200$699,3280.62%
39CIENA CORPCIEN8,237$698,5800.62%
40SPDR SER TR78464A8707,644$690,2200.62%
41AMERICAN COASTAL INS CORPACIC45,000$605,7000.54%
42TAIWAN SEMICONDUCTOR MFG LTD87403910027,000$598,7170.53%
43INTERCONTINENTAL EXCHANGE IN45866F1044,000$596,0400.53%
44GRUPO AEROPUERTO DEL PACIFIC4005061013,400$594,9660.53%
45ALPHABET INCGOOG3,000$571,3200.51%
46MARVELL TECHNOLOGY INCMRVL5,000$552,2500.49%
47HCA HEALTHCARE INCHCA1,800$540,2700.48%
48DIREXION SHS ETF TR25459Y2075,900$529,6430.47%
49KNIFE RIVER CORPKNF5,000$508,2000.45%
50JAKKS PAC INCJAKK18,000$506,7000.45%
51VISA INCV1,600$505,6640.45%
52APPLOVIN CORPAPP1,560$505,1750.45%
53EVOLV TECHNOLOGIES HLDNGS INEVLVW125,000$493,7500.44%
54MR COOPER GROUP INC62482R1075,000$480,0500.43%
55VERSABANK NEWVBNK33,000$457,0500.41%
56CELLEBRITE DI LTDCLBT20,000$440,6000.39%
57TURNING PT BRANDS INC90041L1057,000$420,7000.38%
58UNIVERSAL TECHNICAL INST INCUTI16,340$420,1010.38%
59AEROVIRONMENT INAVAV2,620$403,1920.36%
60SMART SAND INCSND178,232$401,0220.36%
61MAGNITE INCMGNI25,000$398,0000.36%
62INTEGRAL AD SCIENCE HLDNG CO45828L10838,000$396,7200.35%
63LUMENTUM HLDGS INCLITE4,000$335,8000.30%
64NVE CORPNVT4,000$325,7200.29%
65ALLISON TRANSMISSION HLDGS IALSN3,000$324,1800.29%
66SOUTHSIDE BANCSHARES INCSBSI40$324,0000.29%
67LINCOLN EDL SVCS CORP53353510020,258$320,4820.29%
68TAKE-TWO INTERACTIVE SOFTWARTTWO1,715$315,6970.28%
69SPROTT FDS TRSII16,800$312,1440.28%
70SHIFT4 PMTS INC82452J1093,000$311,3400.28%
71FABRINETFN1,400$307,8320.27%
72CRH PLCCRH3,300$305,3160.27%
73TIDEWATER INC NEWTDGMW5,500$300,9050.27%
74MAXLINEAR INCMXL15,000$296,7000.26%
75CHARLES RIV LABS INTL INC1598641071,600$295,3600.26%
76CBOE GLOBAL MKTS INC12503M1081,500$293,1000.26%
77M & T BK CORP55261F1041,500$282,0150.25%
78SIMILARWEB LTDSMWB19,800$280,5660.25%
79GENWORTH FINL INC37247D10640,000$279,6000.25%
80CENOVUS ENERGY INCCVE18,300$277,2450.25%
81CAMECO CORPCCJ5,380$276,4780.25%
82SONIDA SENIOR LIVING INCSNDA11,902$274,6980.25%
83MARAVAI LIFESCIENCES HLDGS IMARA50,000$272,5000.24%
84DOUBLEVERIFY HLDGS INCDV14,000$268,9400.24%
85MASTERCARD INCORPORATEDMA500$263,2850.24%
86HALLADOR ENERGY COMPANYHNRG22,000$251,9000.22%
87DENTSPLY SIRONA INCXRAY13,200$250,5360.22%
88NORTHEAST CMNTY BANCORP INC66412110010,000$244,6000.22%
89IES HLDGS INCIESC1,200$241,1520.22%
90MYR GROUP INC DELMYRG1,611$239,6680.21%
91VIZSLA SILVER CORPVZLA140,000$239,4000.21%
92HDFC BANK LTDHDB3,622$231,3010.21%
93CORECARD CORPORATION45816D10010,000$227,0000.20%
94HUNTINGTON INGALLS INDS INC4464131061,195$225,8190.20%
95CANADIAN NATL RY CO1363751027,186$221,8320.20%
96KRATOS DEFENSE & SEC SOLUTIO50077B2078,400$221,5920.20%
97VALARIS LTDVAL-WT5,000$221,2000.20%
98CIBUS INCCBUS7,000$220,5700.20%
99CUSTOMERS BANCORP INCCUBB4,500$219,0600.20%
100PREFERRED BK LOS ANGELES CA7403674042,500$215,9500.19%
101FIRST CTZNS BANCSHARES INC N31946M103100$211,3020.19%
102RAVE RESTAURANT GROUP INCRAVE77,000$198,6600.18%
103BANCO MACRO SA05961W1052,030$196,4230.18%
104RTX CORPORATIONRTX1,662$192,3270.17%
105ENVISTA HOLDINGS CORPORATIONNVST9,900$190,9710.17%
106CELSIUS HLDGS INCCELH7,180$189,1210.17%
107SPROTT FDS TRSII4,600$185,4260.17%
108WISDOMTREE INCWT17,600$184,8000.17%
109CME GROUP INCCME791$183,6940.16%
110GLOBAL X FDS37950E2592,208$182,5350.16%
111VESTIS CORPORATIONVSTS11,578$176,4490.16%
112BANCORP INC DELTBBK3,000$157,8900.14%
113ANTERO RESOURCES CORPAR100,000$157,6000.14%
114VULCAN MATLS CO929160109610$156,9100.14%
115LGI HOMES INCLGIH1,750$156,4500.14%
116ELBIT SYS LTDESLT590$152,2610.14%
117BANCO BBVA ARGENTINA S ABBAR7,800$148,6680.13%
118CORNING INCGLW3,125$148,5000.13%
119ENVELA CORPELA20,268$145,5240.13%
120ZOOM COMMUNICATIONS INCZM1,700$138,7370.12%
121TAIWAN SEMICONDUCTOR MFG LT874039100700$138,2430.12%
122VIKING HOLDINGS LTDVIK3,000$132,1800.12%
123BROOKDALE SR LIVING INC11246310424,200$121,7260.11%
124UBER TECHNOLOGIES INCUBER2,000$120,6400.11%
125MEDPACE HLDGS INCMEDP330$109,6360.10%
126ABBVIE INCABBV602$106,9750.10%
127NVESCO DB COMMDY INDX TRCKIVZ5,000$106,9000.10%
128SEA LTDSE1,000$106,1000.09%
129VENTAS INCVTR1,800$106,0020.09%
130AMERICAN PUB ED INC02913V1034,832$104,2260.09%
131ALPHABET INCGOOG7,500$103,9110.09%
132NATIONAL HEALTHCARE CORPNHC950$102,1820.09%
133ILLUMINA INCILMN760$101,5590.09%
134WELLTOWER INCWELL800$100,8240.09%
135CITI TRENDS INCCTRN3,821$100,3010.09%
136AMGEN INCAMGN380$99,0430.09%
137ADVANCED MICRO DEVICES INCAMD800$96,6320.09%
138SELECT SECTOR SPDR TR81369Y3081,200$94,3320.08%
139GEO GROUP INC NEWGEO3,100$86,7380.08%
140KINDER MORGAN INC DELEP-PC3,000$82,2000.07%
141GENERAC HLDGS INCGNRC500$77,5250.07%
142VESTA REAL ESTATE CORPVTMX2,950$75,5200.07%
143XYLEM INCXYL650$75,4130.07%
144ADDUS HOMECARE CORPADUS599$75,0850.07%
145VITA COCO CO INCCOCO2,000$73,8200.07%
146LEIDOS HOLDINGS INCLDOS500$72,0300.06%
147LAKELAND INDS INC5117951062,700$68,9850.06%
148UR-ENERGY INCURG59,600$68,5400.06%
149BWX TECHNOLOGIES INCBWXT600$66,8340.06%
150BRIGHT HORIZONS FAM SOL IN D109194100600$66,5100.06%
151COHERENT CORPCOHR670$63,4690.06%
152ARCADIUM LITHIUM PLCG0508H11012,200$62,5860.06%
153HONEYWELL INTL INC438516106270$60,9900.05%
154REV GROUP INC7495271071,854$59,0870.05%
155PROLOGIS INC.PLDGP530$56,0210.05%
156QUANEX BLDG PRODS COR7476191042,300$55,7520.05%
157CADRE HLDGS INCCDRE1,666$53,8120.05%
158EXXON MOBIL CORPXOM500$53,7850.05%
159QUANTUMSCAPE CORPQS10,144$52,6470.05%
160SAFEHOLD INCSAFE2,800$51,7440.05%
161MIND MEDICINE MINDMED INC60255C8857,400$51,5040.05%
162CORE & MAIN INCCNM1,000$50,9100.05%
163GLOBAL X FDS37954Y8711,900$50,8820.05%
164VIRTU FINL INC9282541011,400$49,9520.04%
165AMERICAN HEALTHCARE REIT INCAHR1,700$48,3140.04%
166OPTION CARE HEALTH INCOPCH2,046$47,4670.04%
167ISHARES TR4642871841,500$45,6600.04%
168MARKETAXESS HLDGS INCMKTX200$45,2080.04%
169MADISON SQUARE GRDN SPRT COR55825T103200$45,1360.04%
170DRAFTKINGS INC NEWDKNG1,200$44,6400.04%
17120 YR TR BD ETF46428743220,000$44,5000.04%
172LANTHEUS HLDGS INCLNTH482$43,1200.04%
173SL GREEN RLTY CORP78440X88710,000$42,2780.04%
174DOORDASH INCDASH250$41,9370.04%
175WD 40 COWDFC1,500$36,6000.03%
176SABRA HEALTH CARE REIT INCSBRA1,885$32,6480.03%
177ORIGIN MATERIALS INCORGNW25,000$32,0000.03%
178ELASTIC N VESTC300$29,7240.03%
179TRANSOCEAN LTDRIG90,000$29,4840.03%
180ALBEMARLE CORPALB-PA300$25,8240.02%
181TANDY LEATHER FACTORY INCTLF5,016$24,0270.02%
182ARGAN INCAGX150$20,5560.02%
183CHEGG INCCHGG21,600$19,2240.02%
184EDWARDS LIFESCIENCES CORPEW60,000$18,4140.02%
185COMPASS PATHWAYS PLCCMPS4,700$17,7660.02%
186PROGYNY INCPGNY1,000$17,2500.02%
187OUTBRAIN INCTEAD2,199$15,7890.01%
188PDD HOLDINGS INCPDD160$15,5180.01%
189ZOOMINFO TECHNOLOGIES INCGTM1,400$14,7140.01%
190INNOVAGE HLDG CORPINNV3,600$14,1480.01%
191NEUROCRINE BIOSCIENCES INCNBIX100$13,6500.01%
192TRUEBLUE INCTBI1,600$13,4400.01%
193ENSIGN GROUP INCENSG100$13,2860.01%
194PBF ENERGY INCPBF38,000$12,7600.01%
195ENERGY TRANSFER L PET-PI1,600$12,4960.01%
196ISHARES TR4642876551,500$12,1040.01%
197BETTER HOME & FINANCE HOLDINBETRW1,100$9,8120.01%
198META PLATFORMS INCMETA500$9,4460.01%
199VANECK ETF TRUST92189H6073,500$9,3220.01%
200SPDR SER TR78464A1028,100$8,5460.01%
201HUNTINGTON INGALLS INDS INC4464131062,000$8,5290.01%
202INSTIL BIO INCTIL416$7,9410.01%
203NVIDIA CORPORATIONNVDA3,000$6,5250.01%
204GLOBAL BLUE GROUP HOLDING AGH33700115200,000$6,1000.01%
205PRELUDE THERAPEUTICS INCPRLD4,300$5,4830.00%
206SPDR SER TR78468R55610,000$5,2430.00%
207FINWISE BANCORPFINW300$4,7940.00%
208WK KELLOGG CO92942W10710,000$4,2500.00%
209SHIFT4 PMTS INC82452J1091,000$4,1110.00%
210CLIMB BIO INCCLYM1,700$3,0600.00%
211SOFI TECHNOLOGIES INCSOFI2,000$3,0040.00%
212RIOT PLATFORMS INCRIOT1,000$2,2420.00%
213INVESCO QQQ TRIVZ4,000$1,7600.00%
214PALANTIR TECHNOLOGIES INCPLTR1,000$1,3110.00%
215ISHARES BITCOIN TRUST ETFIBIT100$1,2710.00%
216WAYFAIR INCW5,200$8340.00%
217SPDR S&P 500 ETF TRSPY2,000$8000.00%
218HELEN OF TROY LTDHELE2,000$6420.00%
219SIGMA LITHIUM CORPORATIONSGML7,000$5250.00%
220BAKKT HOLDINGS INCBKKT-WT500$5120.00%
221SOFI TECHNOLOGIES INCSOFI2,000$4600.00%
222ISHARES TR464287184152,400$4110.00%
223TAIWAN SEMICONDUCTOR MFG LTD8740391002,000$1780.00%
224AMERICAN AIRLS GROUP INC02376R10225,000$1030.00%
225PALANTIR TECHNOLOGIES INCPLTR1,000$960.00%
226RIOT PLATFORMS INCRIOT1,000$510.00%