1y return+125.3%S&P 500 +20.9%
3y return+191.5%S&P 500 +68.5%
5y return+112.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $236 against $200 in the S&P 500.2
Scoggin Management LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| WULFTerawulf Inc | $193.3M | 45.7% | +4.3% |
| CORZCore Scientific Inc New | $55.0M | 13.0% | +7.5% |
| NRGVEnergy Vault Holdings Inc | $29.1M | 6.9% | +12.3% |
| Warner Bros Discovery IncCUSIP 934423104 | $16.7M | 3.9% | New |
| SHAZSharonai Holdings Inc | $16.5M | 3.9% | +1200.0% |
| PTONPeloton Interactive Inc | $16.3M | 3.8% | +4.4% |
| BRUNBoost Run Inc | $13.3M | 3.1% | New |
| ECHOEchostar Corp | $7.6M | 1.8% | −50.0% |
| ABRArbor Realty Trust Inc | $7.5M | 1.8% | New |
| HUTHut 8 Corp | $7.2M | 1.7% | New |
| APOApollo Global Mgmt Inc | $5.9M | 1.4% | −60.0% |
| Nomad Foods LtdCUSIP G6564A105 | $5.5M | 1.3% | +100.0% |
| PSPershing Square Inc | $5.1M | 1.2% | New |
| VIAVia Transn Inc | $4.5M | 1.1% | |
| NNNextnav Inc | $4.5M | 1.1% | New |
| CTEVClaritev Corporation | $4.3M | 1.0% | +41.2% |
| Bitdeer Technologies GroupCUSIP G11448100 | $4.0M | 0.9% | New |
| PSUSPershing Square Usa Ltd | $3.7M | 0.9% | New |
| CLNNClene Inc | $3.7M | 0.9% | +100.0% |
| AZULAzul S A | $1.9M | 0.4% | New |
| TMCRMetals Rty Co Inc | $1.8M | 0.4% | New |
| HIVEHive Digital Technologies Lt | $1.8M | 0.4% | New |
| CLSKCleanspark Inc | $1.5M | 0.3% | −66.7% |
| GLASGlass House Brands Inc | $1.3M | 0.3% | New |
| SKYASkyai Inc | $1.1M | 0.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WULFTerawulf Inc | March 31, 2024 | +839.2% | $193.3M |
| ECHOEchostar Corp | June 30, 2025 | +266.4% | $7.6M |
| CORZCore Scientific Inc New | June 30, 2024 | +175.2% | $55.0M |
| CTEVClaritev Corporation | March 31, 2026 | +108.8% | $4.3M |
| PTONPeloton Interactive Inc | June 30, 2024 | +74.9% | $16.3M |
| CLSKCleanspark Inc | March 31, 2026 | +71.0% | $1.5M |
| CLNNClene Inc | September 30, 2024 | +34.1% | $3.7M |
| VIAVia Transn Inc | March 31, 2026 | +20.9% | $4.5M |
| Nomad Foods LtdCUSIP G6564A105 | March 31, 2026 | +13.9% | $5.5M |
| APOApollo Global Mgmt Inc | March 31, 2026 | +6.2% | $5.9M |
Sold off last quarter
- Nebius Group N.v.CUSIP N97284108 was $13.0M
- Willow Lane Acquisition CorpCUSIP G9675P102 was $10.7M
- Enviri CorpCUSIP 415864107 was $9.8M
- AEVAAeva Technologies Inc was $3.3M
- 1rt Acquisition Corp.CUSIP G6757R121 was $206K
- Churchill Cap Corp XiCUSIP G2131A124 was $205K
- Futurecrest Acquisition CorpCUSIP G3730U123 was $204K
- Burford Capital LimitedCUSIP G17977110 was $113K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +55.3% | +14.8% |
| March 31, 2026 | +4.8% | −4.6% |
| December 31, 2025 | −0.1% | +2.4% |
| September 30, 2025 | +38.7% | +7.8% |
| June 30, 2025 | +16.5% | +10.5% |
| March 31, 2025 | −20.1% | −4.6% |
| December 31, 2024 | +16.3% | +2.1% |
| September 30, 2024 | +4.5% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +3.8% | +10.0% |
| December 31, 2023 | +4.3% | +11.2% |
| September 30, 2023 | +4.5% | −3.6% |
| June 30, 2023 | +6.4% | +8.3% |
| March 31, 2023 | +10.6% | +7.0% |
| December 31, 2022 | +4.6% | +7.1% |
| September 30, 2022 | −12.2% | −5.3% |
| June 30, 2022 | −23.5% | −16.5% |
| March 31, 2022 | −10.6% | −4.9% |
| December 31, 2021 | −1.7% | +10.7% |
| September 30, 2021 | +0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Scoggin Management LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1086416&type=13F-HR&dateb=&owner=include&count=40CIK 1086416
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1086416/000206075726000048/Filed August 14, 2026 · accession 0002060757-26-000048