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Disclosery

Incision Capital Management LP: SE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Incision Capital Management LP on SE, newest first. How the timeline and the estimate are built.

Incision Capital Management LP held 325,000 SE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 325,000 shares
    Change vs previous 13F +15,000 shares

    30.18% of the 13F portfolio, value $31,144,750.

    13F-HR 0001104659-26-096756 filed by Incision Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 310,000 shares
    Change vs previous 13F +170,000 shares

    28.33% of the 13F portfolio, value $25,671,100.

    13F-HR 0001104659-26-061574 filed by Incision Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 140,000 shares
    Change vs previous 13F not available

    16.21% of the 13F portfolio, value $17,859,800.

    13F-HR 0001104659-26-016297 filed by Incision Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).