Samson Rock Capital LLP — 13F Holdings & Portfolio

CIK 1788558 · latest 13F-HR filed 2026-07-01

Samson Rock Capital LLP manages $45.6M in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are WBD (55.01%), AVNS (32.77%), AAUC (7.82%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 0, added to 1, and trimmed 1.

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
58 GREAT MARLBOROUGH STREET
LONDON, X0 W1F 7JY
Phone
00442039941800
Filing Manager
Samson Rock Capital LLP
LONDON, X0
Signatory
Desmond Denning
CCO/COO
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AUM

$45.6M

Long-equity book

Holdings

4

Distinct positions

Period

2026-06-30

Filed 2026-07-01

Q/Q Activity

+2 / −0 / ↑1 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • WARNER BROS DISCOVERY INC$2.2M +9.7%
Show all 1

Top Trims

  • ALLIED GOLD CORP-$40.6M -91.9%
Show all 1

New Positions

  • AVANOS MED INC$14.9M
  • CINTAS CORP$2.0M
Show all 2

Exited Positions

  • No exits this quarter.
Show all 0
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 WARNER BROS DISCOVERY INC WBD 934423104 $25.1M 55.01% 940,000 SH
2 AVANOS MED INC AVNS 05350V106 $14.9M 32.77% 600,000 SH
3 ALLIED GOLD CORP AAUC 01921D204 $3.6M 7.82% 150,000 SH
4 CINTAS CORP CTAS 172908105 $2.0M 4.40% 11,780 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-01 $45.6M 4 0001788558-26-000005
2026-03-31 2026-04-28 $67.0M 2 0001788558-26-000004
2026-03-31 2026-04-20 $84.3M 2 0001788558-26-000003