SEC 13F Intelligence

Managers / Q1 2026

OPAL CAPITAL LLC

CIK 0002100122 · 5200 TOWN CENTER CIRLCE, SUITE 305, BOCA RATON, FL, 33486 · 917-716-6257

Reported Value
$565M
Q1 2026
Positions
141
Filings on Record
2
2019–present window
Filed
May 18, 2026
original filing

Summary

Opal Capital Llc reported $565M in U.S.-listed holdings across 141 positions for Q1 2026.

Its largest position, CHV, represents 3.1% of the portfolio.

Compared with Q4 2025, the fund opened 58 new positions and exited 104.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $400MQ4 ’25Q1 ’26: $565MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 65.0%ADR: 26.8%Other: 5.9%MLP: 2.3%
  • Common Stock · 65.0% · $367M
  • ADR · 26.8% · $151M
  • Other · 5.9% · $33M
  • MLP · 2.3% · $13M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$565M141May 18, 202613F-HRchanges · EDGAR ↗
Q4 2025$400M192Feb 17, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.