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Flat Footed LLC

CIK:0001799456
Investment Adviser
$1B AUM
20 holdings
Wilson, WY, US
Founded:2020
6 employees
Latest filing:Jun 30, 2025

Flat Footed LLC is an investment adviser registered under the Investment Advisers Act of 1940 and headquartered in Wilson, Wyoming. The firm was incorporated in Delaware and primarily serves institutional investors and high-net-worth individuals. As of 2025, Flat Footed LLC manages approximately $1 billion in assets and has about 6 employees. The company focuses on investment management and advisory services in the finance and real estate sectors.

Investment Strategy

Flat Footed LLC takes an actively managed approach to investing, primarily focusing on equity and real estate investment trusts. The firm demonstrates a value-oriented strategy with thorough research and analysis, seeking to identify undervalued securities and engage in opportunistic investments within the finance and real estate sectors. Their mission is to deliver consistent returns to clients by combining fundamental analysis with market insights and risk management.

Top Buys
C
CNRCORE NATURAL RESOURCES INC
+$44.2M
D
DHCDIVERSIFIED HEALTHCARE TR
+$27.7M
J
JBSJBS N.V.
+$13.0M
T
TKTEEKAY CORPORATION LTD
+$12.9M
A
AMRKA-MARK PRECIOUS METALS INC
+$10.4M
Top Sells
E
ESEVERSOURCE ENERGY
-$8.7M
K
KODKEASTMAN KODAK CO
-$4.2M
B
BKDBROOKDALE SR LIVING INC
-$4.2M
P
PARRPAR PAC HOLDINGS INC
-$3.1M
H
HBMHUDBAY MINERALS INC
-$2.6M

Top Holdings

B
BKDBROOKDALE SR LIVING INC
+18.9%$107.9M
D
DHCDIVERSIFIED HEALTHCARE TR
+14.7%$84.1M
C
CNRCORE NATURAL RESOURCES INC
+14.1%$80.5M
G
GRFSGRIFOLS S A
+2.6%$14.8M
J
JBSJBS N.V.
+2.3%$13.0M

Equity Positions (13)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
B
BKD
BROOKDALE SR LIVING INC18.91%$107.9M15,496,897$5.43$6.96-$4.2M
D
DHC
DIVERSIFIED HEALTHCARE TR14.74%$84.1M23,487,000$2.21$3.58+$27.7M
C
CNR
CORE NATURAL RESOURCES INC14.12%$80.5M1,154,731$72.74$69.74+$44.2M
G
GRFS
GRIFOLS S A2.59%$14.8M1,634,279$7.11$9.04+$2.2M
J
JBS
JBS N.V.2.28%$13.0M888,426$14.61$14.61+$13.0M

Options Positions (6)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
H
HYG
ISHARES TRBought
Put
$55.0M6,822$80.65$80.05+4,500+$36.7M
A
AFRM
AFFIRM HLDGS INCNew
Put
$51.9M7,503$69.14$69.14+7,503+$51.9M
W
WELL
WELLTOWER INCSold
Put
$40.7M2,650$153.73$108.85-1,744-$26.6M
C
CNR
CORE NATURAL RESOURCES INCBought
Call
$34.2M4,899$69.74$76.09+670+$1.6M
T
TSLA
TESLA INCBought
Put
$8.7M290$317.66$299.50+200+$6.4M

Industry Allocation

REAL ESTATE INVESTMENT TRUSTS
+22.9%
PREFABRICATED METAL BUILDINGS & COMPONENTS
+20.1%
SERVICES-NURSING & PERSONAL CARE FACILITIES
+18.9%
PERSONAL CREDIT INSTITUTIONS
+9.1%
DEEP SEA FOREIGN TRANSPORTATION OF FREIGHT
+3.2%