Cygnus Capital Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Cygnus Capital Advisors, LLC reported 111 stock positions worth $146.3 million. Its top holding was Husqvarna AB-B SHS (HUSQF) at 25.4% of the portfolio, followed by Novo Nordisk A/S-B (NONOF, 8.6%) and Target (TGT, 4.9%). Compared with Q4 2025, it opened 47 new positions, sold out of 89, added to 24 and reduced 14. The biggest buy was a new position in Novo Nordisk A/S-B (NONOF) and the biggest sale an exit from Makita (MKEWF).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0002114319
- Portfolio Value
- $146.3M (Q1 2026)
- SEC Filing
- 0002114319-26-000005 ↗ filed May 13, 2026
Holdings Value
Holdings 111 stocks · $146.3M
| HUSQF Husqvarna AB-B SHS | 25.40% | 1,003,800 | $37.2M | No change |
| NONOF Novo Nordisk A/S-B | 8.65% | 54,800 | $12.7M | New |
| TGT Target Corp. | 4.87% | 58,800 | $7.1M | No change |
| AAP Advance Auto Parts Inc. | 4.55% | 126,178 | $6.7M | Add +8.0% |
| UPS United Parcel Service Class B | 3.95% | 58,800 | $5.8M | Add +444.4% |
| KD Kyndryl Holdings Inc. | 3.46% | 386,000 | $5.1M | New |
| SMTGF Sma Solar Technology AG | 2.98% | 94,800 | $4.4M | Reduce -20.2% |
| PFE Pfizer Inc. | 2.74% | 142,800 | $4.0M | Add +1.9% |
| NINE Nine Energy Service Inc. | 2.55% | 455,058 | $3.7M | New |
| ADBE Adobe Inc. | 2.29% | 13,800 | $3.4M | New |
| VSNT Versant Media Group Inc. | 2.14% | 84,578 | $3.1M | New |
| TRIP Tripadvisor Inc. | 2.07% | 284,113 | $3.0M | Add +79.1% |
| WDAY Workday Inc. Class A | 1.94% | 21,800 | $2.8M | New |
| EJTTF Easyjet PLC | 1.90% | 800,000 | $2.8M | New |
| WW WW International Inc.-New filed as WW INTL INC | 1.86% | 198,215 | $2.7M | Add +89.5% |
| NBIS Nebius Group NV | 1.77% | 25,000 | $2.6M | Reduce -5.3% |
| GOOG Alphabet Inc. Class C | 1.72% | 8,800 | $2.5M | No change |
| CNNE Cannae Holdings Inc. | 1.67% | 214,848 | $2.4M | Add +172.7% |
| SRG Seritage Growth Prop- A | 1.64% | 851,447 | $2.4M | Add +15.9% |
| NGL NGL Energy Partners LP | 1.52% | 180,927 | $2.2M | Reduce -29.6% |
| DLAKF Deutsche Lufthansa-Reg | 1.51% | 308,000 | $2.2M | New |
| MX Magnachip Semiconductor Corp. | 1.40% | 733,954 | $2.1M | Add +20.2% |
| NWL Newell Brands Inc. | 1.31% | 559,097 | $1.9M | Add +740.8% |
| VEON Veon Ltd. | 1.23% | 38,880 | $1.8M | Reduce -9.3% |
| KVUE Kenvue Inc. | 1.21% | 102,800 | $1.8M | Add +66.3% |
| LYFT LYFT Inc. Class A | 1.09% | 119,915 | $1.6M | Add +97.2% |
| HSIGF Hesai Group | 0.85% | 8,800 | $1.2M | Reduce -12.0% |
| DALXF Spartan Delta Corp. | 0.82% | 92,800 | $1.2M | Reduce -27.5% |
| NRP Natural Resource Partners LP | 0.81% | 9,800 | $1.2M | Add +104.2% |
| CALY Callaway Golf Company | 0.79% | 83,092 | $1.2M | Reduce -53.7% |
| EWH iShares MSCI Hong Kong ETF | 0.77% | 48,800 | $1.1M | No change |
| KWEB Kranesh Csi China Internet | 0.75% | 38,800 | $1.1M | No change |
| BABA Alibaba Group Holding-SP ADR | 0.50% | 5,880 | $738K | No change |
| GTE Gran Tierra Energy Inc. | 0.50% | 81,610 | $732K | Reduce -49.0% |
| SPWR Sunpower Inc. | 0.46% | 526,164 | $668K | Add +54.7% |
| QMCO Quantum Corp. | 0.40% | 124,086 | $590K | Add +78.7% |
| MHPSY MHP SE | 0.39% | 75,800 | $569K | Reduce -3.6% |
| PNDZF Pandora A/S | 0.39% | 1,250 | $567K | New |
| JLL Jones Lang Lasalle Inc. | 0.37% | 1,800 | $548K | New |
| MNRO Monro Inc. | 0.36% | 32,880 | $527K | Add +57.5% |
| GSTEF Gore Street Energy Storage F | 0.32% | 878,639 | $475K | No change |
| JD Jd.com Inc.-ADR | 0.32% | 15,800 | $467K | No change |
| VITL Vital Farms Inc. | 0.27% | 28,318 | $400K | New |
| ARLP Alliance Resource Partners | 0.26% | 13,624 | $377K | Add +3.0% |
| KMX Carmax Inc. | 0.22% | 7,800 | $324K | Add +56.0% |
| AAPL Apple Inc. | 0.19% | 1,120 | $284K | No change |
| PENN Penn Entertainment Inc. | 0.19% | 18,600 | $280K | No change |
| LOECF Logan Energy Corp. Ca | 0.18% | 270,000 | $259K | Reduce -11.5% |
| CEIEF Coelacanth Energy Inc. | 0.15% | 258,000 | $217K | Reduce -2.6% |
| M Macy's Inc. | 0.15% | 11,800 | $213K | Reduce -57.9% |
| CRML Critical Metals Corp. | 0.14% | 26,617 | $211K | New |
| ZYME Zymeworks Inc. | 0.14% | 8,197 | $205K | Add +36.7% |
| ALIT Alight Inc. Class A | 0.14% | 350,000 | $204K | Add +132.1% |
| SION Sionna Therapeutics Inc. | 0.10% | 3,800 | $152K | Add +58.3% |
| IMNM Immunome Inc. | 0.10% | 6,880 | $150K | Reduce -13.8% |
| CYPH Cypherpunk Technologies Inc. | 0.09% | 11,492 | $135K | New |
| GPRO Gopro Inc. Class A | 0.08% | 161,000 | $124K | New |
| YELP Yelp Inc. | 0.08% | 5,000 | $124K | No change |
| ANNX Annexon Inc. | 0.08% | 22,200 | $123K | Add +85.0% |
| SHOP Shopify Inc. Class A | 0.08% | 1,000 | $119K | New |
| EWTX Edgewise Therapeutics Inc. | 0.07% | 3,427 | $108K | No change |
| CMPX Compass Therapeutics Inc. | 0.06% | 18,000 | $95K | Add +80.0% |
| AZIO Azio AI Holdings Inc. filed as ENVIROTECH VEHICLES INC | 0.06% | 54,000 | $90K | New |
| RANI Rani Therapeutics Holdings Class A | 0.06% | 115,649 | $85K | New |
| ROBIN ENERGY LTD | 0.06% | 33,997 | $83K | New |
| IMMR Immersion Corporation | 0.06% | 15,000 | $82K | No change |
| LIMN Liminatus Pharma LLC | 0.04% | 350,000 | $60K | New |
| Strongpoint ASA | 0.04% | 5,696 | $60K | No change |
| FOLD Amicus Therapeutics Inc. | 0.04% | 4,082 | $59K | No change |
| OLOX Olenox Industries Inc. | 0.04% | 56,000 | $58K | New |
| TPTJF Topps Tiles PLC | 0.04% | 158,888 | $55K | No change |
| MBX MBX Biosciences Inc. | 0.04% | 1,800 | $54K | No change |
| NRIX Nurix Therapeutics Inc. | 0.03% | 3,300 | $51K | New |
| STOK Stoke Therapeutics Inc. | 0.03% | 1,500 | $49K | Reduce -50.0% |
| DFLI Dragonfly Energy Holdings Co. | 0.03% | 27,151 | $47K | New |
| AIFF Firefly Neuroscience Inc. | 0.03% | 20,039 | $44K | New |
| PSQ HOLDINGS INC | 0.03% | 76,000 | $40K | New |
| CIRC CIRCLE8 Group Inc. filed as ATLANTIC INTL CORP | 0.02% | 10,712 | $32K | New |
| DVLT Datavault AI Inc. | 0.02% | 51,293 | $32K | New |
| VSEE HEALTH INC | 0.02% | 120,000 | $30K | New |
| SIDU Sidus Space Inc. Class A | 0.02% | 12,000 | $28K | New |
| NAUTICUS ROBOTICS INC | 0.02% | 55,029 | $27K | New |
| ONDS Ondas Inc. | 0.02% | 2,903 | $26K | No change |
| BBWI Bath & Body Works Inc. | 0.01% | 1,191 | $22K | Add +81.5% |
| AMC AMC Entertainment HLDS Class A | 0.01% | 21,616 | $21K | New |
| ARAI Arrive AI Inc. | 0.01% | 26,000 | $21K | New |
| BURU Nuburu Inc. | 0.01% | 108,625 | $19K | New |
| JTAI Jet.ai Inc. | 0.01% | 204,731 | $18K | New |
| TXMD Therapeuticsmd Inc. | 0.01% | 9,069 | $18K | New |
| NUVB Nuvation Bio Inc. | 0.01% | 3,872 | $17K | No change |
| BFLY Butterfly Network Inc. | 0.01% | 3,634 | $15K | Add +31.1% |
| KURA Kura Oncology Inc. | 0.01% | 1,788 | $15K | No change |
| WKHS Workhorse Group Inc. | 0.01% | 4,001 | $12K | New |
| NVNIF Nvni Group Ltd. | 0.01% | 10,775 | $12K | New |
| VSTM Verastem Inc. | 0.01% | 1,894 | $10K | No change |
| RSX Vaneck Russia ETF | 0.01% | 30,500 | $9K | No change |
| ASNS Actelis Networks Inc. | 0.01% | 20,118 | $8K | New |
| ALLO Allogene Therapeutics Inc. | 0.01% | 3,234 | $8K | No change |
| CVKD Cadrenal Therapeutics Inc. | 0.01% | 1,492 | $8K | New |
| ORBS Eightco Holdings Inc. | 0.01% | 8,456 | $8K | New |
Portfolio Sells Q4 2025 → Q1 2026
| MKEWF Makita Corp. | Sold out | 0.00% | −14.39 |
| STOHF Equinor ASA | Sold out | 0.00% | −2.43 |
| SOHO Sotherly Hotels Inc. | Sold out | 0.00% | −1.39 |
| DQ Daqo New Energy Corp.-ADR | Sold out | 0.00% | −1.23 |
| CALY Callaway Golf Company | Reduce -53.7% | 0.79% | −0.80 |
| HSIGF Hesai Group | Reduce -12.0% | 0.85% | −0.50 |
| VEON Veon Ltd. | Reduce -9.3% | 1.23% | −0.48 |
| NGL NGL Energy Partners LP | Reduce -29.6% | 1.52% | −0.43 |
| M Macy's Inc. | Reduce -57.9% | 0.15% | −0.32 |
| DPMLF DPM Metals Inc. | Sold out | 0.00% | −0.28 |
| KELTF Kelt Exploration Ltd. | Sold out | 0.00% | −0.17 |
| AGI Alamos Gold Inc. Class A | Sold out | 0.00% | −0.11 |
| SPRY Ars Pharmaceuticals Inc. | Sold out | 0.00% | −0.09 |
| SMTGF Sma Solar Technology AG | Reduce -20.2% | 2.98% | −0.09 |
| TRMLF Tourmaline Oil Corp. | Sold out | 0.00% | −0.09 |
| MHPSY MHP SE | Reduce -3.6% | 0.39% | −0.04 |
| STOK Stoke Therapeutics Inc. | Reduce -50.0% | 0.03% | −0.04 |
| GENI Genius Sports Ltd. | Sold out | 0.00% | −0.03 |
| IRON Disc Medicine Inc. | Sold out | 0.00% | −0.03 |
| IMNM Immunome Inc. | Reduce -13.8% | 0.10% | −0.03 |
| LOECF Logan Energy Corp. Ca | Reduce -11.5% | 0.18% | −0.02 |
| CEIEF Coelacanth Energy Inc. | Reduce -2.6% | 0.15% | −0.02 |
| GTE Gran Tierra Energy Inc. | Reduce -49.0% | 0.50% | −0.02 |
| TPG TPG Inc. | Sold out | 0.00% | −0.01 |
| CECO Ceco Environmental Corp. | Sold out | 0.00% | −0.01 |
| SNDA Sonida Senior Living Inc. | Sold out | 0.00% | −0.01 |
| GEF.B Greif Inc. Class B | Sold out | 0.00% | −0.01 |
| CYTK Cytokinetics Inc. | Sold out | 0.00% | −0.01 |
| LAW CS Disco Inc. | Sold out | 0.00% | −0.01 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −0.01 |
| BY Byline Bancorp Inc. | Sold out | 0.00% | −0.01 |
| IVVD Invivyd Inc. | Sold out | 0.00% | −0.01 |
| AGYS Agilysys Inc. | Sold out | 0.00% | −0.01 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.01 |
| ICUI Icu Medical Inc. | Sold out | 0.00% | −0.01 |
| PMT Pennymac Mortgage Investment | Sold out | 0.00% | −0.01 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −0.01 |
| REYN Reynolds Consumer Products I | Sold out | 0.00% | −0.01 |
| TTMI TTM Technologies | Sold out | 0.00% | −0.01 |
| BWMN Bowman Consulting Group Ltd. | Sold out | 0.00% | −0.01 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.01 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −0.01 |
| CART Maplebear Inc. | Sold out | 0.00% | −0.01 |
| SNX TD Synnex Corp. | Sold out | 0.00% | −0.01 |
| ASAN Asana Inc. Class A | Sold out | 0.00% | −0.01 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.01 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.01 |
| PKOH Park-Ohio Holdings Corp. | Sold out | 0.00% | −0.01 |
| RBA RB Global Inc. | Sold out | 0.00% | −0.01 |
| RAPP Rapport Therapeutics Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| NONOF Novo Nordisk A/S-B | New | 8.65% | +8.65 |
| KD Kyndryl Holdings Inc. | New | 3.46% | +3.46 |
| UPS United Parcel Service Class B | Add +444.4% | 3.95% | +3.14 |
| NINE Nine Energy Service Inc. | New | 2.55% | +2.55 |
| ADBE Adobe Inc. | New | 2.29% | +2.29 |
| VSNT Versant Media Group Inc. | New | 2.14% | +2.14 |
| WDAY Workday Inc. Class A | New | 1.94% | +1.94 |
| EJTTF Easyjet PLC | New | 1.90% | +1.90 |
| DLAKF Deutsche Lufthansa-Reg | New | 1.51% | +1.51 |
| NWL Newell Brands Inc. | Add +740.8% | 1.31% | +1.12 |
| AAP Advance Auto Parts Inc. | Add +8.0% | 4.55% | +1.06 |
| CNNE Cannae Holdings Inc. | Add +172.7% | 1.67% | +0.73 |
| NRP Natural Resource Partners LP | Add +104.2% | 0.81% | +0.43 |
| KVUE Kenvue Inc. | Add +66.3% | 1.21% | +0.40 |
| PNDZF Pandora A/S | New | 0.39% | +0.39 |
| JLL Jones Lang Lasalle Inc. | New | 0.37% | +0.37 |
| TRIP Tripadvisor Inc. | Add +79.1% | 2.07% | +0.32 |
| VITL Vital Farms Inc. | New | 0.27% | +0.27 |
| MX Magnachip Semiconductor Corp. | Add +20.2% | 1.40% | +0.22 |
| LYFT LYFT Inc. Class A | Add +97.2% | 1.09% | +0.20 |
| CRML Critical Metals Corp. | New | 0.14% | +0.14 |
| CYPH Cypherpunk Technologies Inc. | New | 0.09% | +0.09 |
| PFE Pfizer Inc. | Add +1.9% | 2.74% | +0.09 |
| GPRO Gopro Inc. Class A | New | 0.08% | +0.08 |
| SHOP Shopify Inc. Class A | New | 0.08% | +0.08 |
| KMX Carmax Inc. | Add +56.0% | 0.22% | +0.07 |
| QMCO Quantum Corp. | Add +78.7% | 0.40% | +0.06 |
| AZIO Azio AI Holdings Inc. | New | 0.06% | +0.06 |
| RANI Rani Therapeutics Holdings Class A | New | 0.06% | +0.06 |
| ROBIN ENERGY LTD | New | 0.06% | +0.06 |
| SPWR Sunpower Inc. | Add +54.7% | 0.46% | +0.05 |
| MNRO Monro Inc. | Add +57.5% | 0.36% | +0.04 |
| LIMN Liminatus Pharma LLC | New | 0.04% | +0.04 |
| OLOX Olenox Industries Inc. | New | 0.04% | +0.04 |
| ANNX Annexon Inc. | Add +85.0% | 0.08% | +0.04 |
| NRIX Nurix Therapeutics Inc. | New | 0.03% | +0.03 |
| DFLI Dragonfly Energy Holdings Co. | New | 0.03% | +0.03 |
| AIFF Firefly Neuroscience Inc. | New | 0.03% | +0.03 |
| SION Sionna Therapeutics Inc. | Add +58.3% | 0.10% | +0.03 |
| PSQ HOLDINGS INC | New | 0.03% | +0.03 |
| ARLP Alliance Resource Partners | Add +3.0% | 0.26% | +0.02 |
| CMPX Compass Therapeutics Inc. | Add +80.0% | 0.06% | +0.02 |
| CIRC CIRCLE8 Group Inc. | New | 0.02% | +0.02 |
| DVLT Datavault AI Inc. | New | 0.02% | +0.02 |
| VSEE HEALTH INC | New | 0.02% | +0.02 |
| ZYME Zymeworks Inc. | Add +36.7% | 0.14% | +0.02 |
| SIDU Sidus Space Inc. Class A | New | 0.02% | +0.02 |
| NAUTICUS ROBOTICS INC | New | 0.02% | +0.02 |
| AMC AMC Entertainment HLDS Class A | New | 0.01% | +0.01 |
| ARAI Arrive AI Inc. | New | 0.01% | +0.01 |
Notes & Other Activity Q4 2025 → Q1 2026
| NGL ENERGY PARTNERS LP (NGL V0 PERP B) | COM | Sold out | 74,121 | $1.8Mbefore exit |
| SOTHERLY HOTELS INC (SOHO 7.875 PERP C) | SPI | Sold out | 98,909 | $1.7Mbefore exit |
| BANC OF CALIFORNIA INC (BANC V7.75 PERP F) | NON 13F SECURITY | Sold out | 41,478 | $1.0Mbefore exit |
| QVC GROUP INC (QVCG 8 03/15/31) | PFD | Sold out | 113,413 | $413Kbefore exit |
| ACRES COMMERCIAL REALTY (ACR V8.625 PERP C) | PFD | Sold out | 15,585 | $393Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.