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SILVERBACK ASSET MANAGEMENT LLC

Q3 2025 · Filed 2025-11-13
Market Value
$34M
+40.4%
Holdings
12
+1
New Purchases
2
Added To
1
Closed
2
Reduced
4
Top 10 Concentration
100.0%
Turnover
33.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WOLF 24.40% 0.00% +24.40% $8M
NEO 4.63% 0.00% +4.63% $2M
GOSS 3.92% 1.80% +2.12% $1M
STNG 5.01% 4.91% +0.10% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VRM 33.40% 50.45% -17.04% $11M
HLIT 20.45% 28.12% -7.66% $7M
RDNW 0.00% 2.49% -2.49% $0
MX 2.05% 3.66% -1.61% $689K
ARAY 5.30% 6.68% -1.38% $2M
VERI 0.00% 0.53% -0.53% $0
KPTI 0.78% 1.26% -0.48% $262K
AISPW 0.06% 0.10% -0.04% $21K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $10M 29.4%
Small Cap 2 $7M 20.5%
Micro Cap 8 $17M 50.1%

Portfolio Analytics

Avg Market Cap
$856M
Median Market Cap
$155M
Avg P/E
12.8
Median P/E
12.8
Avg Dividend Yield
0.00%
Avg Beta
1.52
# Stocks
12
# ETFs / Funds
0

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VRM 33.40% 414,949 $11M $27.03 -$847K -8,183 -1.9%
2 WOLF 24.40% 286,407 $8M $28.60 +286,407 NEW
3 HLIT 20.45% 674,600 $7M $10.18 $144K -35,400 -5.0%
4 ARAY 5.30% 1,066,054 $2M $1.67 $183K -100,000 -8.6%
5 STNG 5.01% 30,000 $2M $56.05 $508K
6 NEO 4.63% 201,313 $2M $7.72 +201,313 NEW
7 GOSS 3.92% 500,000 $1M $2.63 $884K +150,000 +42.9%
8 MX 2.05% 220,000 $689K $3.13 -$187K
9 KPTI 0.78% 40,000 $262K $6.54 -$40K -30,000 -42.9%
10 AISPW 0.06% 12,500 $21K $1.68 -$4K
11 VERI —% -$126K -100,000 -100.0% SOLD
12 RDNW —% -$596K -258,190 -100.0% SOLD

Options Breakdown

4 Calls $106M Call Value 4 Puts $166M Put Value 1.57 P/C Ratio

Top Calls

SymbolSharesValueStatus
HYG 1,000,000 $81M NEW
IWM 100,000 $24M NEW
HTZ 100,000 $680K NEW
PRCH $0 SOLD

Top Puts

SymbolSharesValueStatus
HYG 1,600,000 $130M
LCID 1,094,700 $26M NEW
ASTS 132,800 $7M
INDI 901,300 $4M

New Positions

SymbolValue% Port
WOLF $8M 24.40%
NEO $2M 4.63%

Sold Out Positions

SymbolValue% Port
VERI —%
RDNW —%
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