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COURAGE CAPITAL MANAGEMENT LLC

Q4 2025 · Filed 2026-02-17
Market Value
$72M
-4.4%
Holdings
14
New Purchases
0
Added To
1
Closed
1
Reduced
1
Top 10 Concentration
95.5%
Turnover
7.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PHYS 12.07% 10.35% +1.72% $9M
AAAU 10.84% 9.28% +1.55% $8M
GOOG 4.55% 3.38% +1.18% $3M
BKLN 18.81% 17.92% +0.89% $14M
IAU 3.14% 2.69% +0.45% $2M
SPY 6.43% 6.00% +0.42% $5M
PNFP 2.84% 2.67% +0.17% $2M
TSLA 1.93% 1.82% +0.10% $1M
JNJ 0.57% 0.49% +0.08% $414K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FBTC 18.00% 21.87% -3.87% $13M
META 6.34% 7.71% -1.37% $5M
SBUX 0.00% 1.10% -1.10% $0
CXW 12.52% 12.74% -0.23% $9M
UNH 1.96% 1.96% -0.00% $1M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 6 $16M 21.8%
Large Cap 4 $24M 33.2%
Mid Cap 4 $33M 45.0%

Portfolio Analytics

Avg Market Cap
$690.2B
Median Market Cap
$93.5B
Avg P/E
63.7
Median P/E
27.2
Avg Dividend Yield
0.01%
Avg Beta
0.83
# Stocks
8
# ETFs / Funds
6

Top Holdings (14 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BKLN 18.81% 648,000 $14M $21.00 $45K
2 FBTC 18.00% 170,865 $13M $76.23 -$4M +5,000 +3.0%
3 CXW 12.52% 473,961 $9M $19.11 -$588K
4 PHYS 12.07% 264,500 $9M $33.02 $900K
5 AAAU 10.84% 184,254 $8M $42.55 $816K
6 SPY 6.43% 6,821 $5M $681.86 $107K
7 META 6.34% 6,950 $5M $660.14 -$1M -1,000 -12.6%
8 GOOG 4.55% 10,500 $3M $313.81 $738K
9 IAU 3.14% 28,000 $2M $81.18 $235K
10 PNFP 2.84% 21,565 $2M $95.43 $35K
11 UNH 1.96% 4,300 $1M $330.00 -$66K
12 TSLA 1.93% 3,100 $1M $449.68 $15K
13 JNJ 0.57% 2,000 $414K $207.00 $43K
14 SBUX —% -$829K -9,800 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
SBUX —%
View SEC EDGAR Filings for COURAGE CAPITAL MANAGEMENT LLC →

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