Incision Capital Management LP

**Incision Capital Management LP** is a concentrated, actively managed fund currently deploying $110M across six core positions. The portfolio exhibits significant conviction in select names, with CROX anchoring the top holding at $27.8M. Further substantial allocations are visible in EQX ($23.2M), TECK/B ($22.7M), and CVE ($18.6M). This structure suggests a high-conviction, bottom-up approach targeting outsized returns within specific market segments.

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