The Real Estate Market is Running Out of Time

The real trouble may just be beginning...

Aug 30 • Avian Capital

2

1

1

Avian Capital Holdings "13F"

Long/Short Fund Holdings

Aug 18 • Avian Capital

1

OC Long/Short Fund Holdings 8/10/26

Long/Short Hedge Fund

Aug 11 • Avian Capital

2

4

Long/Short Portfolio Themes

These are the long/short themes which I believe in for the future.

Aug 9 • Avian Capital

(Scary?) Charts. August 5th, 2026

Right now I am looking at what’s around me.

Aug 6 • Avian Capital

1

Holdings & Commentary July '26

Fund holdings and commentary for end of July

Aug 2 • Avian Capital

1

July 2026

Did the Bubble Just Pop?

A look at what's going on in markets

Jul 26 • Avian Capital

4

1

The Can can No Longer Be Kicked

Bank OZK Short Report

Jul 23 • Avian Capital

3

2

The Mental Health Revolution

Hidden asymmetry in biotech.

Jul 6 • Avian Capital

3

1

June 2026

2008 All Over Again for This Homebuilder?

$KBH Short Report

Jun 22 • Avian Capital

2

Lemonade Will be Obvious in Hindsight

Exploring the potential multibagger opportunity

Jun 8 • Avian Capital

1

November 2025

It's About to Get Ugly for $CVNA

A deep dive on the Carvana short thesis

Nov 25, 2025 • Avian Capital

33

13

5