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ZAZOVE ASSOCIATES LLC

Q2 2025 · Filed 2025-08-14
Market Value
$56M
+4.1%
Holdings
44
+5
New Purchases
8
Added To
4
Closed
0
Reduced
7
Top 10 Concentration
76.2%
Turnover
18.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PCTTW 3.12% 1.12% +2.00% $2M
REAL 1.68% 0.00% +1.68% $942K
EOSE 1.60% 0.00% +1.60% $896K
RUMBW 5.98% 4.63% +1.35% $3M
USARW 0.94% 0.00% +0.94% $528K
ENVX 0.92% 0.00% +0.92% $517K
EQX 0.82% 0.00% +0.82% $460K
JOBY-WT 0.62% 0.00% +0.62% $347K
GROY 2.21% 1.69% +0.52% $1M
WFC-PL 0.46% 0.00% +0.46% $258K
ACHR-WT 0.58% 0.33% +0.25% $324K
HDSN 0.81% 0.64% +0.17% $457K
BRCC 0.60% 0.49% +0.11% $338K
GRNT 9.27% 9.21% +0.06% $5M
EPR-PE 0.04% 0.00% +0.04% $25K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KYN 11.02% 14.14% -3.12% $6M
WEST 7.24% 10.35% -3.11% $4M
CCO 3.19% 4.32% -1.13% $2M
STKL 2.16% 3.07% -0.91% $1M
ODV 0.76% 1.63% -0.87% $428K
SPSB 16.11% 16.78% -0.67% $9M
BHR 9.13% 9.66% -0.53% $5M
VUSB 8.90% 9.26% -0.37% $5M
OPK 0.49% 0.64% -0.15% $274K
HLX 0.34% 0.47% -0.13% $190K
CPRI 0.79% 0.92% -0.13% $442K
MYTE 1.76% 1.83% -0.07% $984K
LUNR 1.30% 1.35% -0.05% $726K
ARKOW 0.01% 0.07% -0.05% $8K
GDL 1.79% 1.84% -0.05% $1M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $258K 0.5%
Large Cap 3 $9M 16.4%
Mid Cap 10 $15M 27.6%
Small Cap 18 $22M 39.5%
Micro Cap 12 $9M 16.1%

Portfolio Analytics

Avg Market Cap
$11.3B
Median Market Cap
$887M
Avg P/E
37.0
Median P/E
16.5
Avg Dividend Yield
0.02%
Avg Beta
1.40
# Stocks
39
# ETFs / Funds
5

Top Holdings (44 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPSB 16.11% 300,000 $9M $30.10
2 KYN 11.02% 485,533 $6M $12.72 -$1M -107,412 -18.1%
3 GRNT 9.27% 815,420 $5M $6.37 $236K
4 BHR 9.13% 2,088,686 $5M $2.45 -$84K
5 VUSB 8.90% 100,000 $5M $49.87 $1K
6 WEST 7.24% 708,035 $4M $5.73 -$2M -63,470 -8.2%
7 RUMBW 5.98% 1,086,672 $3M $3.08 $862K +8,580 +0.8%
8 CCO 3.19% 1,529,804 $2M $1.17 -$535K -564,989 -27.0%
9 PCTTW 3.12% 400,787 $2M $4.36 $1M +4,680 +1.2%
10 GROY 2.21% 560,000 $1M $2.21 $331K -69,758 -11.1%
11 STKL 2.16% 209,168 $1M $5.80 -$441K -131,279 -38.6%
12 GDL 1.79% 120,522 $1M $8.34 $13K
13 MYTE 1.76% 123,972 $984K $7.94 -$1K -6,369 -4.9%
14 REAL 1.68% 196,596 $942K $4.79 +196,596 NEW
15 EOSE 1.60% 175,000 $896K $5.12 +175,000 NEW
16 THCH 1.35% 254,426 $754K $2.96 $9K
17 LUNR 1.30% 97,500 $726K $7.45
18 CMLSQ 1.21% 1,528,428 $676K $0.44
19 SAND 1.01% 75,000 $566K $7.55
20 USARW 0.94% 223,418 $528K $2.37 +223,418 NEW
21 ENVX 0.92% 50,000 $517K $10.34 +50,000 NEW
22 EQX 0.82% 80,000 $460K $5.75 +80,000 NEW
23 HDSN 0.81% 56,250 $457K $8.12 $110K
24 CPRI 0.79% 25,000 $442K $17.70 -$51K
25 ODV 0.76% 200,000 $428K $2.14 -$452K -390,294 -66.1%
26 JOBY-WT 0.62% 145,000 $347K $2.39 +145,000 NEW
27 BRCC 0.60% 258,021 $338K $1.31 $74K +131,821 +104.5%
28 ACHR-WT 0.58% 100,000 $324K $3.24 $146K
29 SKIN 0.56% 234,730 $315K $1.34
30 OPK 0.49% 207,600 $274K $1.32 -$71K
31 WFC-PL 0.46% 220 $258K $1,171.48 +220 NEW
32 RLJ-PA 0.39% 9,266 $220K $23.77 -$6K
33 HLX 0.34% 30,400 $190K $6.24 -$63K
34 LSEAW 0.26% 2,392,316 $144K $0.06
35 ET 0.16% 5,000 $91K $18.13 -$2K
36 HTZ 0.16% 22,500 $89K $3.94
37 EP-PC 0.12% 1,321 $65K $49.11 $317
38 NNAVW 0.06% 5,500 $35K $6.35 $10K
39 EPR-PE 0.04% 807 $25K $31.14 +807 NEW
40 PEO 0.03% 908 $19K $21.37 -$806 +22 +2.5%
41 ARKOW 0.01% 727,117 $8K $0.01 -$28K
42 CSLRW 0.01% 25,171 $7K $0.26 $2K
43 JSPRW 0.01% 65,456 $6K $0.09 -$2K
44 AIRJW 0.01% 9,100 $6K $0.61 $325

Options Breakdown

1 Calls $29K Call Value 2 Puts $508K Put Value 17.54 P/C Ratio

Top Calls

SymbolSharesValueStatus
VXX 6,000 $29K

Top Puts

SymbolSharesValueStatus
TSLL 100,000 $262K
XRT 75,000 $245K NEW

New Positions

SymbolValue% Port
REAL $942K 1.68%
EOSE $896K 1.60%
USARW $528K 0.94%
ENVX $517K 0.92%
EQX $460K 0.82%
JOBY-WT $347K 0.62%
WFC-PL $258K 0.46%
EPR-PE $25K 0.04%
View SEC EDGAR Filings for ZAZOVE ASSOCIATES LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms