Kite Lake Capital Management (UK) LLP In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Kite Lake Capital Management (UK) LLP reported 4 stock positions worth $48.9 million . Its top holding was Silicon Motion Technol-ADR (SIMO) at 66.0% of the portfolio, followed by Echostar Class A (ECHO, 30.5% ) and Albertsons Cos Class A (ACI, 2.1% ). Compared with Q3 2024, it sold out of 17, added to 2 and reduced 2. The biggest buy was Silicon Motion Technol-ADR (SIMO, shares +16% ) and the biggest sale an exit from R1 RCM (RCM).
Location LONDON, X0
CIK 0001687444
Portfolio Value $48.9M (Q4 2024) Holdings 4 stocks · $48.9M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q3 2024 SIMO Silicon Motion Technol-ADR 597,420 $32.3M Add +15.7% ECHO Echostar Corp. Class A 652,036 $14.9M Add +63.0% ACI Albertsons Cos Inc. Class A 53,000 $1.0M Reduce -51.7% OPTU Optimum Communications Inc. Class A filed as ALTICE USA INC 269,643 $650K Reduce -63.1%
Options reported separately and not counted above: ACI calls ($10.8M), WELL puts ($8.2M).
Portfolio Sells Q3 2024 → Q4 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▲ RCM R1 RCM Inc. Sold out 0.00% −12.19 EDR Endeavor Group Hold Class A Sold out 0.00% −9.40 AMED Amedisys Inc. Sold out 0.00% −8.45 AXONICS INC Sold out 0.00% −8.20 SRCL Stericycle Inc. Sold out 0.00% −8.02 X United States Steel Corp. Sold out 0.00% −7.89 HCP Hashicorp Inc. Class A Sold out 0.00% −7.54 JNPR Juniper Networks Inc. Sold out 0.00% −6.16 SQSP Squarespace Inc. Class A Sold out 0.00% −6.01 SMAR Smartsheet Inc. Class A Sold out 0.00% −5.93 EVRI Everi Holdings Inc. Sold out 0.00% −4.48 INFN Infinera Corp. Sold out 0.00% −2.83 VSTO Vista Outdoor Inc. Sold out 0.00% −1.91 VZIO Vizio Holding Corp. Class A Sold out 0.00% −1.88 IAUX I-80 Gold Corp. Sold out 0.00% −0.79 MGRC McGrath Rentcorp Sold out 0.00% −0.68 EWW iShares MSCI Mexico ETF Sold out 0.00% −0.31 OPTU Optimum Communications Inc. Class A Reduce -63.1% 1.33% +1.04 ACI Albertsons Cos Inc. Class A Reduce -51.7% 2.13% +1.80
Portfolio Buys Q3 2024 → Q4 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▼ SIMO Silicon Motion Technol-ADR Add +15.7% 66.02% +60.92 ECHO Echostar Corp. Class A Add +63.0% 30.53% +28.92
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ SNPS Synopsys Inc. call Sold out 40,000 $20.3Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 5 $259.8M CZR, ABVX, OPTU, ECHO, SIMO Q1 2026 5 $99.1M SIMO, ECHO, CZR, ABVX, OPTU Q4 2025 3 $51.1M SIMO, ECHO, OPTU Q3 2025 2 $83.8M ECHO, SIMO Q2 2025 6 $59.2M SIMO, ECHO, ARGT, FXI, EIDO Q1 2025 6 $54.5M SIMO, ECHO, TUR, ARGT, ACI Q4 2024 4 $48.9M SIMO, ECHO, ACI, OPTU Q3 2024 Amended 21 $616.0M RCM, EDR, AMED, AXONICS INC, SRCL Q2 2024 Amended 5 $55.7M SIMO, VSTO, IAUX, ACI, OPTU Q1 2024 3 $17.0M UBS, IAUX, OPTU