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Corvid Peak Capital Management, LLC

CIK:0001455452
Hedge Fund
$929M AUM
21 holdings
New York, NY, United States
Founded:2019
5 employees
Latest filing:Jun 30, 2025

Corvid Peak Capital Management, LLC is a New York-based hedge fund and SEC-registered investment adviser formed in 2019 by Mark Black in partnership with Tiptree Inc. The firm provides discretionary portfolio management and advisory services to privately-offered pooled investment vehicles and separately managed accounts. As of 2025, the firm manages nearly $929 million in assets and employs approximately 5 people. Corvid Peak focuses on credit strategies, including liquid long/short credit, leveraging a seasoned investment team with decades of experience. The firm predominantly serves institutional clients and sophisticated investors.

Investment Strategy

Corvid Peak Capital Management employs credit-focused investment strategies, specializing in liquid long/short credit approaches. The firm offers funds such as the Coherence Long/Short Credit fund, managed by the former Coherence Capital Management team, which has a proven 11+ year track record. The strategy emphasizes identifying inefficiencies in credit markets and managing risk through a disciplined, research-driven process. Corvid Peak invests across various credit instruments and seeks to generate differentiated, consistent returns for institutional and qualified investors, adapting to prevailing market environments.

Latest 13F Filing Activity

Corvid Peak Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 20 equity positions with a total 13F market value of $128M. The fund increased holdings in James Hardie Inds PLC, MR Cooper Group Inc., Core Scientific Inc. New among other positions. Corvid Peak Capital Management, LLC reduced exposure to J P Morgan Exchange Traded F, Eli Lilly & Co., T-mobile Us Inc. among others.

Top Buys
J
JHXJAMES HARDIE INDS PLC
+$6.6M
C
COOPMR COOPER GROUP INC
+$5.6M
C
CORZCORE SCIENTIFIC INC NEW
+$4.0M
M
MSFTMICROSOFT CORP
+$3.9M
M
METAMETA PLATFORMS INC
+$3.9M
Top Sells
J
JEPQJ P MORGAN EXCHANGE TRADED F
-$6.7M
L
LLYELI LILLY & CO
-$6.1M
T
TMUST-MOBILE US INC
-$5.9M
R
RACEFERRARI N V
-$4.3M
G
GOOGLALPHABET INC
-$3.8M

Top Holdings

M
METAMETA PLATFORMS INC
+13.9%$17.7M
A
AMZNAMAZON COM INC
+10.7%$13.7M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
+8.2%$10.5M
M
MSFTMICROSOFT CORP
+8.2%$10.5M
T
TAT&T INC
+5.8%$7.4M

Equity Positions (20)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
META PLATFORMS INC13.87%$17.7M24,000$585.51$738.09+$3.9M
AMAZON COM INC10.74%$13.7M62,500$219.39$219.39+$1.8M
BERKSHIRE HATHAWAY INC DEL8.24%$10.5M21,660$532.58$485.77-$2.3M
MICROSOFT CORP8.22%$10.5M21,100$434.09$497.41+$3.9M
T
T
AT&T INC5.77%$7.4M254,700$28.55$28.94+$3.1M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+18.6%
SERVICES-COMPUTER PROCESSING & DATA PREPARATION
+17.3%
FINANCE SERVICES
+11.5%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+8.6%
SERVICES-PREPACKAGED SOFTWARE
+8.1%