Investor
Flat Footed LLC
CIK 0001799456 · filed 2026-05-15 · SEC filing
13F book
$920.4M
Positions
15
1 new · 2 sold
Largest name
16.9%
Diversified Healthcare Tr
Est. mark
$60.2M
Price effect on 14 names still held. Flow −$227.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Diversified Healthcare Tr | — | 23.5M | $156M | 16.9% | $42M | Held |
| Brookdale Sr Living Inc | — | 2.39M | $32.7M | 3.6% | $6.91M | Cut−$59M |
| Teekay Corp Ltd | TK | 1.62M | $19.8M | 2.2% | $5.16M | Cut$3.9M |
| Ardmore Shipping Corp | ASC | 1M | $15.3M | 1.7% | $4.68M | Cut$2.09M |
| Howard Hughes Holdings Inc. | HHH | 215.3K | $13.6M | 1.5% | — | New |
| Rmr Group Inc. | RMR | 802.7K | $12.4M | 1.3% | $446.9K | Added$737.3K |
| Grifols S A | — | 1.37M | $11M | 1.2% | −$1.44M | Added$866.3K |
| Civeo Corp Cda | — | 347.2K | $9.19M | 1.0% | $1.25M | Cut−$1.4M |
| I-80 Gold Corp | — | 5.54M | $8.42M | 0.9% | $332.6K | Cut$319.4K |
| Industrial Logistics Pptys T | — | 1.44M | $8.15M | 0.9% | $200.9K | Cut−$1.27M |
| Core Natural Resources, Inc. | CNR | 45K | $4.71M | 0.5% | $729.3K | Cut−$118.1M |
| Summit Midstream Corp | SMC | 124.3K | $3.76M | 0.4% | $442.4K | Cut−$5.76M |
| Seven Hills Realty Trust | SEVN | 433.2K | $3.56M | 0.4% | −$294.6K | Cut−$2.35M |
| Service Pptys Tr | — | 852.5K | $1.16M | 0.1% | −$413.5K | Held |
| Brookdale Sr Living Inc | — | 315K | $536.1K | 0.1% | $106.7K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.