BLUEFIN CAPITAL MANAGEMENT, LLC

Bluefin Capital Management's most telling Q1 2026 move is on the sell side: Chipotle Mexican Grill was cut from about 2.17 million shares ($32.4 million prior) to a residual 27,317 shares—roughly a 99% share reduction and about $69 million of share-flow selling. CoreWeave was also halved on shares yet remains an outsized 28.7% of a book that collapsed from $404 million to $156 million. Thematic silver and uranium ETF sleeves were liquidated entirely, while new capital clustered in LendingClub trust paper, a box ETF, and convertible-bond exposure.