Cygnus Capital Advisors, LLC — 13F Holdings & Portfolio
CIK 2114319 · latest 13F-HR filed 2026-05-13
Cygnus Capital Advisors, LLC manages $146.3K in 13F-reported U.S. long-equity assets across 113 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are HUQVF (25.40%), NVO (8.65%), TGT (4.87%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 47 new positions, exited 94, added to 30, and trimmed 24.
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.
$146.3K
Long-equity book
113
Distinct positions
2026-03-31
Filed 2026-05-13
+47 / −94 / ↑30 / ↓24
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- United Parcel Service Inc$4.7K +440.1%
- Advance Auto Parts Inc$2.1K +45.0%
- Newell Brands Inc$1.7K +676.5%
- Target Corp$1.4K +24.0%
- Cannae Holdings Inc$1.2K +96.9%
Top Trims
- Husqvarna AB-$9.5K -20.4%
- Callaway Golf Company-$942 -45.0%
- Hesai Group-$536 -30.1%
- VEON Ltd-$454 -20.1%
- Macy's Inc-$404 -65.5%
New Positions
- Novo Nordisk A/S$12.7K
- Kyndryl Holdings Inc$5.1K
- Nine Energy Service Inc$3.7K
- Adobe Inc$3.4K
- Versant Media Group Inc$3.1K
Exited Positions
- Makita Corp$18.9K
- Equinor ASA$3.2K
- Sotherly Hotels Inc$1.8K
- Ngl Energy Partners Lp$1.8K
- Sotherly Hotels Inc 7.875 Pfd$1.7K
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 | Husqvarna AB | HUQVF | W4235G116 | $37.2K | 25.40% | 1,003,800 | SH |
| 2 | Novo Nordisk A/S | NVO | K72807140 | $12.7K | 8.65% | 54,800 | SH |
| 3 | Target Corp | TGT | 87612E106 | $7.1K | 4.87% | 58,800 | SH |
| 4 | Advance Auto Parts Inc | AAP | 00751Y106 | $6.7K | 4.55% | 126,178 | SH |
| 5 | United Parcel Service Inc | UPS | 911312106 | $5.8K | 3.95% | 58,800 | SH |
| 6 | Kyndryl Holdings Inc | KD | 50155Q100 | $5.1K | 3.46% | 386,000 | SH |
| 7 | SMA Solar Technology AG | SMTGF | D7008K108 | $4.4K | 2.98% | 94,800 | SH |
| 8 | Pfizer Inc | PFE | 717081103 | $4.0K | 2.74% | 142,800 | SH |
| 9 | Nine Energy Service Inc | NINE | 65441V200 | $3.7K | 2.55% | 455,058 | SH |
| 10 | Adobe Inc | ADBE | 00724F101 | $3.4K | 2.29% | 13,800 | SH |
| 11 | Versant Media Group Inc | VSNT | 925283103 | $3.1K | 2.14% | 84,578 | SH |
| 12 | TripAdvisor Inc | TRIP | 896945201 | $3.0K | 2.07% | 284,113 | SH |
| 13 | Workday Inc | WDAY | 98138H101 | $2.8K | 1.94% | 21,800 | SH |
| 14 | easyJet plc | EJTTF | G3030S109 | $2.8K | 1.90% | 800,000 | SH |
| 15 | Ww International Inc | WW | 98262P200 | $2.7K | 1.86% | 198,215 | SH |
| 16 | Nebius Group NV | NBIS | N97284108 | $2.6K | 1.77% | 25,000 | SH |
| 17 | ALPHABET INC | GOOG | 02079K107 | $2.5K | 1.72% | 8,800 | SH |
| 18 | Cannae Holdings Inc | CNNE | 13765N107 | $2.4K | 1.67% | 214,848 | SH |
| 19 | NGL Energy Partners LP | NGL | 62913M107 | $2.2K | 1.52% | 180,927 | SH |
| 20 | Deutsche Lufthansa AG | DLAKF | D1908N106 | $2.2K | 1.51% | 308,000 | SH |
| 21 | Seritage Growth Properties | SRG | 81752R100 | $2.1K | 1.44% | 750,447 | SH |
| 22 | MagnaChip Semiconductor Corp | MX | 55933J203 | $2.1K | 1.40% | 733,954 | SH |
| 23 | Newell Brands Inc | NWL | 651229106 | $1.9K | 1.31% | 559,097 | SH |
| 24 | VEON Ltd | VEON | 91822M502 | $1.8K | 1.23% | 38,880 | SH |
| 25 | Kenvue Inc | KVUE | 49177J102 | $1.8K | 1.21% | 102,800 | SH |
| 26 | Lyft Inc | LYFT | 55087P104 | $1.6K | 1.09% | 119,915 | SH |
| 27 | Hesai Group | HSIGF | G4417G106 | $1.2K | 0.85% | 8,800 | SH |
| 28 | Spartan Delta Corp | DALXF | 84678A508 | $1.2K | 0.82% | 92,800 | SH |
| 29 | Natural Resource Partners LP | NRP | 63900P608 | $1.2K | 0.81% | 9,800 | SH |
| 30 | Callaway Golf Company | CALY | 131193104 | $1.2K | 0.79% | 83,092 | SH |
| 31 | iShares MSCI Hong Kong ETF | EWH | 464286871 | $1.1K | 0.77% | 48,800 | SH |
| 32 | KraneShares CSI China Internet ETF | KWEB | 500767306 | $1.1K | 0.75% | 38,800 | SH |
| 33 | Alibaba Group Holding Ltd | BABA | 01609W102 | $738 | 0.50% | 5,880 | SH |
| 34 | Gran Tierra Energy Inc | GTE | 38500T200 | $732 | 0.50% | 81,610 | SH |
| 35 | SunPower Inc | SPWR | 20460L104 | $668 | 0.46% | 526,164 | SH |
| 36 | Quantum Corp | QMCO | 747906600 | $590 | 0.40% | 124,086 | SH |
| 37 | Mhp Se | MHPSL | 55302T204 | $569 | 0.39% | 75,800 | SH |
| 38 | Pandora A/S | PNDZF | K7681L102 | $567 | 0.39% | 1,250 | SH |
| 39 | Jones Lang LaSalle Inc | JLL | 48020Q107 | $548 | 0.37% | 1,800 | SH |
| 40 | Monro Muffler Brake Inc | MNRO | 610236101 | $527 | 0.36% | 32,880 | SH |
| 41 | Gore Street Energy Storage Fund Plc | — | G3992C100 | $475 | 0.32% | 878,639 | SH |
| 42 | JD.com Inc | JD | 47215P106 | $467 | 0.32% | 15,800 | SH |
| 43 | Vital Farms Inc | VITL | 92847W103 | $400 | 0.27% | 28,318 | SH |
| 44 | Alliance Resource Partners LP | ARLP | 01877R108 | $377 | 0.26% | 13,624 | SH |
| 45 | Carmax Inc | KMX | 143130102 | $324 | 0.22% | 7,800 | SH |
| 46 | Apple Inc | AAPL | 037833100 | $284 | 0.19% | 1,120 | SH |
| 47 | Seritage Growth Properties | SRG | 81752R100 | $284 | 0.19% | 101,000 | SH |
| 48 | Penn Entertainment Inc | PENN | 707569109 | $280 | 0.19% | 18,600 | SH |
| 49 | Logan Energy Corp | LOECF | 540899101 | $259 | 0.18% | 270,000 | SH |
| 50 | Coelacanth Energy Inc | CEIEF | 192077105 | $217 | 0.15% | 258,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $146.3K | 113 | 0002114319-26-000005 |
| 2025-12-31 | 2026-05-12 | $137.0K | 164 | 0002114319-26-000004 |