Hedge Fund That Bet Early on Workhorse Surged 25% in June

  • Formidable shorted Nikola to offset its Workhorse position
  • Fund is long Allegiant Travel and short American Airlines

A Workhorse truck

Source: Workhorse Group Inc.
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Formidable Asset Management LLC, which took an early position in electric-vehicle maker Workhorse Group Inc., rallied about 25% in June and beat the S&P 500, which was up about 2% in the same month.

The main contributor to the fund’s June performance was the position in Workhorse, according to a letter seen by Bloomberg. The fund revealed its stake on June 19, when the stock was around $5 per share. It surged 600% in the month of June. Since then, Workhorse has fallen about 25% so far in July.