Schusterman Interests, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Schusterman Interests, LLC reported 6 stock positions worth $437.6 million. Its top holding was Karman (KRMN) at 33.8% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 27.1%) and SS SPDR S&P 500 ETF Trust-US (SPY, 20.2%). Compared with Q2 2025, it opened 2 new positions and added to 3. The biggest buy was a new position in Karman (KRMN).
- Most Recent 13F
- Q2 2026
- Location
- Tulsa, OK
- CIK
- 0001857024
- Portfolio Value
- $437.6M (Q3 2025)
- SEC Filing
- 0000899140-25-001313 ↗ filed Nov 14, 2025
Holdings Value
Holdings 6 stocks · $437.6M
| KRMN Karman Holdings Inc. | 33.83% | 2,050,196 | $148.0M | New |
| RSP Invesco S&P 500 Equal Weight | 27.09% | 625,000 | $118.6M | Add +420.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 20.17% | 132,517 | $88.3M | Add +90.6% |
| HTFL Heartflow Inc. | 14.92% | 1,939,201 | $65.3M | New |
| PACK Ranpak Holdings Corp. | 3.88% | 3,018,616 | $17.0M | Add +2995.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.11% | 5,460 | $501K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $383.3M | RSP, SPY, KRMN, CGMS, PACK |
| Q1 2026 | 9 | $391.3M | KRMN, RSP, SPY, PACK, HTFL |
| Q4 2025 | 9 | $436.9M | KRMN, RSP, SPY, HTFL, PACK |
| Q3 2025 | 6 | $437.6M | KRMN, RSP, SPY, HTFL, PACK |
| Q2 2025 | 4 | $65.6M | SPY, RSP, BIL, PACK |
| Q1 2025 | 3 | $39.9M | SPY, PACK, BIL |
| Q4 2024 | 3 | $41.9M | SPY, PACK, BIL |
| Q3 2024 | 3 | $41.0M | SPY, PACK, BIL |
| Q2 2024 | 9 | $76.6M | SPY, CVNA, NOW, PACK, ADBE |
| Q1 2024 | 12 | $128.7M | CVNA, SPY, ROOT, TSLA, CPNG |