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HEIGHTS CAPITAL MANAGEMENT, INC

Q4 2025 · Filed 2026-02-17
Market Value
$113M
-27.6%
Holdings
116
+14
New Purchases
36
Added To
1
Closed
35
Reduced
11
Top 10 Concentration
45.7%
Turnover
61.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CCXIU 4.52% 0.00% +4.52% $5M
IRHOU 4.15% 0.00% +4.15% $5M
NMPAU 4.00% 0.00% +4.00% $5M
EMIS 3.09% 0.00% +3.09% $3M
KYTX 2.27% 0.00% +2.27% $3M
ORIQ 2.25% 0.00% +2.25% $3M
OBA 2.23% 0.00% +2.23% $3M
MESHU 2.22% 0.00% +2.22% $2M
FGMC 7.04% 5.07% +1.97% $8M
JACS 6.47% 4.67% +1.80% $7M
DNMXU 1.78% 0.00% +1.78% $2M
BSAA 1.57% 0.00% +1.57% $2M
SCIIU 1.34% 0.00% +1.34% $2M
HCACU 1.33% 0.00% +1.33% $2M
DMIIU 4.61% 3.32% +1.29% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IBRX 0.00% 10.38% -10.38% $0
NNE 0.00% 9.07% -9.07% $0
DFDV 0.00% 5.77% -5.77% $0
CABA 0.00% 3.14% -3.14% $0
AGRI 0.00% 2.72% -2.72% $0
EMISU 0.00% 2.25% -2.25% $0
BMEA 0.00% 1.87% -1.87% $0
MBOT 0.00% 1.73% -1.73% $0
EVEX 0.00% 1.70% -1.70% $0
WGRX 0.00% 1.66% -1.66% $0
ORIQU 0.00% 1.62% -1.62% $0
OBAWU 0.00% 1.62% -1.62% $0
LTM 0.00% 1.45% -1.45% $0
IBAC 0.00% 1.41% -1.41% $0
APADU 0.00% 1.28% -1.28% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $0 0.0%
Mid Cap 1 $0 0.0%
Small Cap 28 $47M 42.1%
Micro Cap 86 $65M 57.9%

Portfolio Analytics

Avg Market Cap
$385M
Median Market Cap
$174M
Avg P/E
54.5
Median P/E
40.2
Avg Dividend Yield
0.00%
Avg Beta
0.51
# Stocks
116
# ETFs / Funds
0

Top Holdings (116 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FGMC 7.04% 790,000 $8M $10.04 $40K
2 JACS 6.47% 700,000 $7M $10.42 $28K
3 DMIIU 4.61% 519,400 $5M $10.00 $29K
4 CCXIU 4.52% 499,000 $5M $10.21 +499,000 NEW
5 KCHV 4.50% 500,000 $5M $10.14 $55K
6 IRHOU 4.15% 470,000 $5M $9.94 +470,000 NEW
7 VLCN 4.05% 1,000,000 $5M $4.57 -$3M
8 NMPAU 4.00% 450,000 $5M $10.02 +450,000 NEW
9 ABSI 3.30% 1,065,640 $4M $3.49 -$2M -934,800 -46.7%
10 EMIS 3.09% 350,000 $3M $9.95 +350,000 NEW
11 COPL 2.74% 300,000 $3M $10.27 $48K
12 KYTX 2.27% 271,822 $3M $9.40 +271,822 NEW
13 ORIQ 2.25% 249,900 $3M $10.14 +249,900 NEW
14 TVAIR 2.25% 250,000 $3M $10.12 $20K
15 OBA 2.23% 250,000 $3M $10.06 +250,000 NEW
16 MESHU 2.22% 250,000 $2M $10.00 +250,000 NEW
17 CHPGU 1.92% 212,182 $2M $10.17 $21K
18 COLA 1.84% 200,000 $2M $10.35 $28K
19 LCCC 1.81% 200,000 $2M $10.21 $25K
20 SZZLU 1.80% 200,000 $2M $10.16 $8K
21 DNMXU 1.78% 200,000 $2M $10.05 +200,000 NEW
22 XRPN 1.74% 191,267 $2M $10.24 -$38K
23 RDAGU 1.60% 178,000 $2M $10.13 -$15K
24 BSAA 1.57% 175,000 $2M $10.13 +175,000 NEW
25 CGCT 1.37% 150,000 $2M $10.29 $37K
26 SCIIU 1.34% 150,000 $2M $10.07 +150,000 NEW
27 HCACU 1.33% 150,000 $2M $10.03 +150,000 NEW
28 GIW 1.28% 141,683 $1M $10.18 +141,683 NEW
29 GTERU 1.11% 124,229 $1M $10.10 +124,229 NEW
30 TACH 1.09% 120,000 $1M $10.26 $17K
31 ITHAU 0.97% 110,000 $1M $9.96 +110,000 NEW
32 GSRFU 0.94% 103,119 $1M $10.30 -$205K -21,881 -17.5%
33 IPEX 0.91% 100,000 $1M $10.26 $2K
34 WTG 0.90% 100,000 $1M $10.19 $13K
35 TACO 0.90% 100,000 $1M $10.14 -$27K
36 FIGXU 0.89% 100,000 $1M $10.06 +100,000 NEW
37 SSEAU 0.89% 100,000 $1M $10.03 +100,000 NEW
38 LAFAU 0.89% 100,000 $1M $10.02 +100,000 NEW
39 BLRKU 0.89% 100,000 $1M $10.00 +100,000 NEW
40 TDWD 0.88% 100,000 $986K $9.86 +100,000 NEW
41 ALISU 0.70% 75,000 $784K $10.45 +75,000 NEW
42 CRANU 0.67% 75,000 $755K $10.07 +75,000 NEW
43 LFACU 0.67% 75,000 $750K $10.01 +75,000 NEW
44 PGACU 0.60% 65,000 $673K $10.36 $5K
45 VCIC 0.53% 55,790 $601K $10.77 $3K
46 APACU 0.45% 50,500 $509K $10.08 $11K +500 +1.0%
47 PELIR 0.45% 50,000 $508K $10.17 $6K
48 IPCXU 0.45% 50,000 $507K $10.14 $4K
49 HVMCU 0.45% 50,000 $506K $10.13 $500
50 KOYNU 0.45% 49,900 $505K $10.12 -$12 -100 -0.2%
51 VACI-UN 0.45% 50,000 $504K $10.07 +50,000 NEW
52 DYORU 0.45% 50,000 $504K $10.07 +50,000 NEW
53 LWACU 0.45% 50,000 $502K $10.05 +50,000 NEW
54 ADACU 0.44% 50,000 $500K $9.99 +50,000 NEW
55 CHEC 0.36% 40,000 $401K $10.03 $2K
56 BACC 0.30% 33,455 $342K $10.21 +33,455 NEW
57 IPODU 0.27% 30,000 $306K $10.19 $2K
58 TVA 0.24% 25,900 $276K $10.65 -$2K
59 APXTU 0.22% 25,000 $251K $10.05 +25,000 NEW
60 TLNCU 0.22% 24,104 $247K $10.26 -$2K -796 -3.2%
61 LPCVU 0.18% 20,000 $200K $9.98 +20,000 NEW
62 BCTXZ 0.15% 544,698 $163K $0.30 -$22K
63 LATAU 0.13% 15,000 $151K $10.06 $1K
64 HAVAU 0.09% 10,000 $100K $10.01 +10,000 NEW
65 BRRWW 0.08% 132,280 $93K $0.70 +132,280 NEW
66 LCCCU 0.04% 176,304 $44K $0.25 $3K -23,696 -11.8%
67 GWH-WT 0.03% 586,218 $30K $0.05 $5K
68 VCICW 0.02% 14,792 $26K $1.79 $3K
69 ORIQW 0.02% 124,950 $24K $0.19 +124,950 NEW
70 TACOW 0.02% 50,000 $18K $0.37 -$16K
71 PACHW 0.01% 50,000 $13K $0.26 +50,000 NEW
72 TVACW 0.01% 12,950 $12K $0.90 -$3K
73 IBACR 0.01% 161,165 $11K $0.07 -$3K -18,819 -10.5%
74 RMCOW 0.01% 73,747 $10K $0.14 -$6K -247,231 -77.0%
75 AIMDW 0.01% 55,837 $7K $0.12 -$8K -26,663 -32.3%
76 DTSTW 0.01% 29,000 $6K $0.20 $2K
77 LWACW —% 25,000 $5K $0.19 +25,000 NEW
78 WTGUR —% 27,836 $4K $0.16 -$9K -58,551 -67.8%
79 IVDAW —% 35,193 $4K $0.12 -$2K -18,807 -34.8%
80 VNME —% 15,170 $4K $0.25 +15,170 NEW
81 VSSYW —% 39,356 $889 $0.02 -$4K -60,644 -60.6%
82 CABA —% -$5M -2,084,202 -100.0% SOLD
83 OTLY —% -$1M -91,239 -100.0% SOLD
84 PEPG —% -$46K -10,000 -100.0% SOLD
85 IBAC —% -$2M -207,787 -100.0% SOLD
86 ANSC —% -$155K -14,231 -100.0% SOLD
87 LTM —% -$2M -50,000 -100.0% SOLD
88 INACU —% -$1M -100,000 -100.0% SOLD
89 NNE —% -$14M -365,867 -100.0% SOLD
90 WGRX —% -$3M -2,917,078 -100.0% SOLD
91 IPEXR —% -$28K -46,173 -100.0% SOLD
92 DFDV —% -$9M -586,312 -100.0% SOLD
93 BSAAU —% -$2M -175,000 -100.0% SOLD
94 IBRX —% -$16M -6,565,709 -100.0% SOLD
95 VNMEU —% -$303K -30,340 -100.0% SOLD
96 ORIQU —% -$3M -250,000 -100.0% SOLD
97 AXINU —% -$504K -50,000 -100.0% SOLD
98 SOCAU —% -$504K -50,000 -100.0% SOLD
99 IMRX —% -$140K -20,000 -100.0% SOLD
100 UPXI —% -$1M -250,000 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 2 Puts $15M Put Value

Top Puts

SymbolSharesValueStatus
NNE 608,500 $15M
DFDV $0 SOLD

New Positions

SymbolValue% Port
CCXIU $5M 4.52%
IRHOU $5M 4.15%
NMPAU $5M 4.00%
EMIS $3M 3.09%
KYTX $3M 2.27%
ORIQ $3M 2.25%
OBA $3M 2.23%
MESHU $2M 2.22%
DNMXU $2M 1.78%
BSAA $2M 1.57%
SCIIU $2M 1.34%
HCACU $2M 1.33%
GIW $1M 1.28%
GTERU $1M 1.11%
ITHAU $1M 0.97%

Sold Out Positions

SymbolValue% Port
ADCT —%
LTM —%
EVEX —%
IBRX —%
BMEA —%
CABA —%
DFDV —%
IMRX —%
BSAAU —%
NNE —%
UPXI —%
ANSC —%
MBOT —%
PACH —%
INACU —%
View SEC EDGAR Filings for HEIGHTS CAPITAL MANAGEMENT, INC →

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