Islander Capital Partners, L.P.
13F filer · CIK 2081714 · San Francisco, CA
Summary
Islander Capital Partners, L.P. reported $275.71M across 13 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are SPOT (17.9%), AFRM (15.6%), SPHR (13.8%). Versus 2026 Q1, leaving options aside, it opened 2 new positions, added to 5, trimmed 3 and sold out of 4.
Reported value$275.71M
Positions13
Report period2026 Q2
FiledAug 14, 2026
New positions2
Added5
Trimmed3
Sold out4
Top 13 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 17.9%Value $49.36MPrice $493.66Shares 108K +4.67%Since Jun 30 +7.52%
Weight 15.6%Value $43.15MPrice $69.30Shares 529K -7.18%Since Jun 30 -15.02%
Weight 13.8%Value $38.07MPrice $134.30Shares 220KSince Jun 30 -22.38%
Weight 13.5%Value $37.22MPrice $148.26Shares 326K +66.33%Since Jun 30 +29.85%
Weight 7.6%Value $20.89MPrice $15.25Shares 1.38M +12.83%Since Jun 30 +0.99%
Weight 7.0%Value $19.42MPrice $1100Shares 15K +7.36%Since Jun 30 -17.44%
Weight 6.4%Value $17.73MPrice $413.84Shares 44KSince Jun 30 +2.99%
Weight 4.8%Value $13.27MPrice $70.30Shares 186K -7.01%Since Jun 30 -1.54%
Weight 3.5%Value $9.51MPrice $93.08Shares 100K +66.67%Since Jun 30 -2.17%
Weight 3.0%Value $8.30MPrice $187.10Shares 45KSince Jun 30 +1.39%
Weight 2.8%Value $7.63MPrice $246.67Shares 32KSince Jun 30 +3.50%
Weight 2.3%Value $6.31MPrice $14.97Shares 364KSince Jun 30 -13.72%
Weight 1.8%Value $4.85MPrice $81.65Shares 60K -25.00%Since Jun 30 +0.94%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 17.9% | $49.36M | +7.52% | +4.67% | Add | |
| 15.6% | $43.15M | -15.02% | -7.18% | Trim | |
| 13.8% | $38.07M | -22.38% | — | Hold | |
| 13.5% | $37.22M | +29.85% | +66.33% | Add | |
| 7.6% | $20.89M | +0.99% | +12.83% | Add | |
| 7.0% | $19.42M | -17.44% | +7.36% | Add | |
| 6.4% | $17.73M | +2.99% | — | New | |
| 4.8% | $13.27M | -1.54% | -7.01% | Trim | |
| 3.5% | $9.51M | -2.17% | +66.67% | Add | |
| 3.0% | $8.30M | +1.39% | — | Hold | |
| 2.8% | $7.63M | +3.50% | — | Hold | |
| 2.3% | $6.31M | -13.72% | — | New | |
| 1.8% | $4.85M | +0.94% | -25.00% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.