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SILVERBACK ASSET MANAGEMENT LLC

Q2 2025 · Filed 2025-08-13
Market Value
$24M
-12.0%
Holdings
11
-2
New Purchases
1
Added To
2
Closed
1
Reduced
3
Top 10 Concentration
100.0%
Turnover
18.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ARAY 6.68% 0.46% +6.23% $2M
STNG 4.91% 0.00% +4.91% $1M
VRM 50.45% 46.10% +4.35% $12M
HLIT 28.12% 25.59% +2.53% $7M
MX 3.66% 2.78% +0.88% $876K
KPTI 1.26% 0.69% +0.57% $302K
GOSS 1.80% 1.42% +0.38% $430K
AISPW 0.10% 0.05% +0.05% $24K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PCG 0.00% 17.29% -17.29% $0
RDNW 2.49% 4.77% -2.28% $596K
VERI 0.53% 0.86% -0.33% $126K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $0 0.0%
Mid Cap 1 $1M 4.9%
Small Cap 2 $7M 30.6%
Micro Cap 7 $15M 64.5%

Portfolio Analytics

Avg Market Cap
$3.9B
Median Market Cap
$108M
Avg P/E
12.6
Median P/E
12.3
Avg Dividend Yield
0.00%
Avg Beta
0.95
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VRM 50.45% 423,132 $12M $28.51 -$462K -1,741 -0.4%
2 HLIT 28.12% 710,000 $7M $9.47 -$229K -15,000 -2.1%
3 ARAY 6.68% 1,166,054 $2M $1.37 $1M +1,096,993 +1588.4%
4 STNG 4.91% 30,000 $1M $39.13 +30,000 NEW
5 MX 3.66% 220,000 $876K $3.98 $121K
6 RDNW 2.49% 258,190 $596K $2.31 -$700K -201,548 -43.8%
7 GOSS 1.80% 350,000 $430K $1.23 $46K
8 KPTI 1.26% 70,000 $302K $4.31 $115K +20,000 +40.0%
9 VERI 0.53% 100,000 $126K $1.26 -$106K
10 AISPW 0.10% 12,500 $24K $1.96 $10K
11 PCG —% -$5M -105,000 -100.0% SOLD

Options Breakdown

1 Calls $1M Call Value 4 Puts $55M Put Value 46.33 P/C Ratio

Top Calls

SymbolSharesValueStatus
PRCH 100,000 $1M NEW

Top Puts

SymbolSharesValueStatus
HYG 600,000 $48M
INDI 901,300 $3M NEW
ASTS 64,700 $3M NEW
SPY $0 SOLD

New Positions

SymbolValue% Port
STNG $1M 4.91%

Sold Out Positions

SymbolValue% Port
PCG —%
View SEC EDGAR Filings for SILVERBACK ASSET MANAGEMENT LLC →

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