III Capital Management — 13F Holdings & Portfolio

CIK 1783139 · latest 13F-HR filed 2026-08-14

III Capital Management manages $394.0M in 13F-reported U.S. long-equity assets across 49 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (63.30%), HYG (6.25%), IJH (2.45%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 20 new positions, exited 18, added to 15, and trimmed 8.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
777 YAMATO ROAD
SUITE 300
BOCA RATON, FL 33431
Phone
(561) 544-4400
Filing Manager
III Capital Management
BOCA RATON, FL
Signatory
Scott Wyler
Authorized Signatory
Loading holdings…
AUM

$394.0M

Long-equity book

Holdings

49

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+20 / −18 / ↑15 / ↓8

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • STATE STR SPDR S&P 500 ETF T$103.8M +71.3%
  • ECHOSTAR CORP$2.0M +156.8%
  • SPDR GOLD TR$1.6M +347.0%
  • HERC HLDGS INC$1.5M +75.0%
  • WESTERN DIGITAL CORP$1.0M +48.0%
Show all 15 →

Top Trims

  • VISTANCE NETWORKS INC-$2.7M -43.7%
  • RALPH LAUREN CORP-$1.8M -79.5%
  • CHARTER COMMUNICATIONS INC-$1.6M -63.1%
  • BOOKING HOLDINGS INC-$999.0K -32.9%
  • PENN ENTERTAINMENT INC-$977.7K -64.4%
Show all 8 →

New Positions

  • ISHARES TR$24.6M
  • ISHARES TR$9.6M
  • INVESCO EXCHANGE TRADED FD T$8.5M
  • GENUINE PARTS CO$4.5M
  • VERSIGENT PLC$4.3M
Show all 20 →

Exited Positions

  • ISHARES TR$9.9M
  • ISHARES TR$5.4M
  • RED ROCK RESORTS INC$2.3M
  • FLUTTER ENTMT PLC$2.2M
  • ETSY INC$2.0M
Show all 18 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $249.4M 63.30% 333,951 SH
2 ISHARES TR HYG 464288513 $24.6M 6.25% 308,000 SH
3 ISHARES TR IJH 464287507 $9.6M 2.45% 125,000 SH
4 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $8.5M 2.16% 40,000 SH
5 CRH PLC CRH G25508105 $4.5M 1.15% 42,444 SH
6 GENUINE PARTS CO GPC 372460105 $4.5M 1.14% 38,000 SH
7 VERSIGENT PLC VGNT G9600F104 $4.3M 1.09% 102,199 SH
8 HYATT HOTELS CORP H 448579102 $4.0M 1.01% 20,433 SH
9 T-MOBILE US INC TMUS 872590104 $3.8M 0.96% 22,584 SH
10 HERC HLDGS INC HRI 42704L104 $3.5M 0.90% 24,742 SH
11 VISTANCE NETWORKS INC VISN 20337X109 $3.5M 0.88% 271,443 SH
12 BURLINGTON STORES INC BURL 122017106 $3.5M 0.88% 10,930 SH
13 WYNN RESORTS LTD WYNN 983134107 $3.2M 0.82% 33,405 SH
14 ECHOSTAR CORP ECHO 278768106 $3.2M 0.82% 31,637 SH
15 WESTERN DIGITAL CORP WDC 958102105 $3.2M 0.81% 5,000 SH
16 PROGRESS SOFTWARE CORP PRGS 743312AD2 $3.1M 0.78% 3,200,000 PRN
17 BOOT BARN HLDGS INC BOOT 099406100 $3.0M 0.75% 18,000 SH
18 WYNN RESORTS LTD Call WYNN 983134107 $2.9M 0.74% 30,000 SH
19 PEOPLE INC PPLI 44891N208 $2.9M 0.74% 63,000 SH
20 UBER TECHNOLOGIES INC UBER 90353T100 $2.9M 0.73% 40,099 SH
21 RENTOKIL INITIAL PLC RTO 760125104 $2.9M 0.73% 100,684 SH
22 NEXSTAR MEDIA GROUP INC NXST 65336K103 $2.8M 0.70% 15,500 SH
23 URBAN OUTFITTERS INC URBN 917047102 $2.7M 0.69% 38,294 SH
24 MOHAWK INDS INC MHK 608190104 $2.5M 0.64% 20,897 SH
25 CARNIVAL CORP LTD CCL G2004J103 $2.5M 0.63% 86,820 SH
26 NEXTERA ENERGY INC NEEPV 65339F655 $2.4M 0.61% 50,000 SH
27 META PLATFORMS INC META 30303M102 $2.3M 0.57% 4,000 SH
28 BOYD GAMING CORP BYD 103304101 $2.2M 0.56% 25,000 SH
29 WARNER MUSIC GROUP CORP WMG 934550203 $2.1M 0.54% 79,000 SH
30 SPDR GOLD TR GLD 78463V107 $2.1M 0.52% 5,566 SH
31 BOOKING HOLDINGS INC BKNG 09857L108 $2.0M 0.52% 11,450 SH
32 MATTEL INC MAT 577081102 $1.8M 0.47% 132,109 SH
33 FOX CORP FOXA 35137L105 $1.7M 0.43% 32,587 SH
34 DRIVEN BRANDS HLDGS INC DRVN 26210V102 $1.5M 0.39% 109,020 SH
35 MICRON TECHNOLOGY INC MU 595112103 $1.5M 0.38% 1,300 SH
36 AKAMAI TECHNOLOGIES INC AKAM 00971TAQ4 $1.5M 0.37% 1,000,000 PRN
37 ADVANCED MICRO DEVICES INC AMD 007903107 $1.3M 0.32% 2,200 SH
38 SOUTHERN CO SO 842587ED5 $1.1M 0.28% 1,089,000 PRN
39 VERSANT MEDIA GROUP INC VSNT 925283103 $1.1M 0.27% 30,000 SH
40 SANDISK CORP SNDK 80004C200 $1.1M 0.27% 475 SH
41 MIDDLEBY CORP MIDD 596278101 $1.0M 0.26% 6,000 SH
42 WYNDHAM HOTELS & RESORTS INC WH 98311A105 $1.0M 0.26% 12,145 SH
43 DROPBOX INC DBX 26210CAD6 $1.0M 0.26% 1,000,000 PRN
44 CHARTER COMMUNICATIONS INC CHTR 16119P108 $959.6K 0.24% 6,748 SH
45 ISHARES TR IGV 464287515 $906.0K 0.23% 10,000 SH
46 PENN ENTERTAINMENT INC PENN 707569109 $541.0K 0.14% 25,330 SH
47 EXPEDIA GROUP INC EXPE 30212P303 $511.8K 0.13% 2,000 SH
48 RALPH LAUREN CORP RL 751212101 $452.4K 0.11% 1,127 SH
49 INTEL CORP INTC 458140100 $404.9K 0.10% 2,900 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $394.0M 49 0001783139-26-000004
2026-03-31 2026-05-15 $344.4M 58 0001783139-26-000003
2025-12-31 2026-02-17 $679.4M 55 0001783139-26-000002
2025-09-30 2025-11-14 $416.1M 47 0001783139-25-000007