Troluce Capital Advisors LLC — Q4 2025 13F Holdings

Name: Troluce Capital Advisors LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001910321

Total reported value

$1.6B

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	COF	Capital One Financial CORP	Stock-Financials	21.52%	-18.11%	-26.70%
2	✓	Golar Lng LTD	Stock-Other	14.13%	-14.13%	EXIT
3	BATRK	Atlanta Braves Holdings In-c	Stock-Other	13.35%	-8.11%	—
4	MIR	Mirion Technologies INC	Stock-Industrials	12.63%	—	—
5	PRMB	Primo Brands CORP	Stock-Consumer Staples	9.91%	-9.91%	EXIT
6	FWONK	Liberty Media Corp-formula-c	Stock-Comm Services	9.37%	-6.03%	+50.00%
7	HON	Honeywell International INC	Stock-Industrials	6.19%	-6.19%	EXIT
8	AVGO	Broadcom INC	Stock-Tech	4.39%	—	—
9	CLSK 0 06-15-30	Cleanspark INC	Stock-Financials	3.88%	—	—
10	GHRS	GH Research PLC	Stock-Other	3.01%	-2.16%	+698.79%
11	MU	Micron Technology INC	Stock-Tech	1.63%	—	—

Position changes disclosed by Troluce Capital Advisors LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	COF	Capital One Financial CORP	+15.8%	-26.70%	Trim
2	PRMB	Primo Brands CORP	+8.4%	+91.20%	Add
3	FWONK	Liberty Media Corp-formula-c	+7.9%	+50.00%	Add
4	GHRS	GH Research PLC	+2.9%	+698.79%	Add
5	HON	Honeywell International INC	-1.5%	-80.95%	Trim
6	FLR	Fluor CORP	—	EXIT	Sold out
7	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	Sold out
8	KVUE	Kenvue INC	—	EXIT	Sold out
9	ECHO	Echostar Corp-a	—	EXIT	Sold out
10	6D8	Dupont De Nemours INC	—	EXIT	Sold out
11	OKLO	Oklo INC	—	EXIT	Sold out
12	GLNG	Golar LNG Limited	—	EXIT	Sold out
13	EXK	Exact Sciences CORP	—	EXIT	Sold out
14	AMCR	Amcor plc	—	EXIT	Sold out
15	✓	Golar Lng LTD	—	NEW	New buy
16	BATRK	Atlanta Braves Holdings In-c	—	NEW	New buy
17	MIR	Mirion Technologies INC	—	NEW	New buy
18	SARO	Standardaero INC	—	EXIT	Sold out
19	INTC	Intel CORP	—	EXIT	Sold out
20	EQIX	Equinix INC	—	EXIT	Sold out
21	UHAL-B	U-haul Holding Co-non Voting	—	EXIT	Sold out
22	RAL	Ralliant CORP	—	EXIT	Sold out
23	KDP	Keurig Dr Pepper INC	—	EXIT	Sold out
24	ALLY	Ally Financial INC	—	EXIT	Sold out
25	VSTS	Vestis CORP	—	EXIT	Sold out
26	SYF	Synchrony Financial	—	EXIT	Sold out
27	AVGO	Broadcom INC	—	NEW	New buy
28	CTRI	Centuri Holdings INC	—	EXIT	Sold out
29	CLSK 0 06-15-30	Cleanspark INC	—	NEW	New buy
30	ASND	Ascendis Pharma A/S	—	EXIT	Sold out
31	HPP	Hudson Pacific Properties, Inc.	—	EXIT	Sold out
32	RGLD	Royal Gold INC	—	EXIT	Sold out
33	MU	Micron Technology INC	—	NEW	New buy
34	BA	Boeing Co/the	—	EXIT	Sold out
35	EWTX	Edgewise Therapeutics INC	—	EXIT	Sold out