Schusterman Interests, LLC — 13F Holdings & Portfolio

CIK 1857024 · latest 13F-HR filed 2026-08-14

Schusterman Interests, LLC manages $383.3M in 13F-reported U.S. long-equity assets across 9 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are RSP (34.69%), SPY (26.10%), KRMN (19.63%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 1, added to 6, 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
110 WEST SEVENTH STREET, SUITE 2000
TULSA, OK 74119
Phone
(918) 879-0279
Filing Manager
Schusterman Interests, LLC
Tulsa, OK
Signatory
Raquel Gozzi
Treasurer of Reporting Manager
Loading holdings…
AUM

$383.3M

Long-equity book

Holdings

9

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+1 / −1 / ↑6 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO EXCHANGE TRADED FD T$13.0M +10.9%
  • STATE STR SPDR S&P 500 ETF T$12.9M +14.8%
  • RANPAK HOLDINGS CORP$11.3M +104.8%
  • ISHARES INC$121.6K +12.6%
  • ISHARES TR$103.3K +21.1%
Show all 6

Top Trims

  • KARMAN HLDGS INC-$88.9M -54.2%
Show all 1

New Positions

  • CAPITAL GRP FIXED INCM ETF T$49.7M
Show all 1

Exited Positions

  • HEARTFLOW INC$6.3M
Show all 1
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 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $133.0M 34.69% 625,000 SH
2 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $100.1M 26.10% 133,977 SH
3 KARMAN HLDGS INC KRMN 485924104 $75.2M 19.63% 1,507,287 SH
4 CAPITAL GRP FIXED INCM ETF T CGMS 14020Y300 $49.7M 12.96% 1,818,185 SH
5 RANPAK HOLDINGS CORP PACK 75321W103 $22.1M 5.76% 3,018,616 SH
6 ISHARES INC URTH 464286392 $1.1M 0.28% 5,375 SH
7 ISHARES TR EFA 464287465 $1.1M 0.28% 10,460 SH
8 ISHARES TR IWM 464287655 $591.9K 0.15% 1,970 SH
9 SPDR SERIES TRUST BIL 78468R663 $500.4K 0.13% 5,460 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $383.3M 9 0000899140-26-000884
2026-03-31 2026-05-15 $391.3M 9 0000899140-26-000583
2025-12-31 2026-02-17 $436.9M 9 0000899140-26-000253
2025-09-30 2025-11-14 $437.6M 6 0000899140-25-001313