Flat Footed LLC

Based on the SEC 13F filing for Flat Footed LLC for the period ending September 30, 2025, here is a comprehensive analysis of the portfolio's composition, activity, and strategic orientation.

1. Portfolio Overview

Flat Footed LLC manages a concentrated portfolio characterized by high conviction in specific sectors and significant turnover. As of the report date, the total portfolio value stood at $330.00 million, a sharp decrease of 42.1% from the previous quarter's $570.28 million...