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Asset Manager ← All Institutions

Fortress Investment Group LLC

Q2 2025 · Filed 2025-08-14
Market Value
$629M
+52.0%
Holdings
58
+21
New Purchases
31
Added To
6
Closed
10
Reduced
4
Top 10 Concentration
79.1%
Turnover
70.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NFE 7.07% 0.03% +7.05% $44M
AJG 5.09% 0.00% +5.09% $32M
BRO 4.23% 0.00% +4.23% $27M
SITM 3.53% 0.00% +3.53% $22M
CHWY 3.35% 1.49% +1.86% $21M
SRAD 1.87% 0.18% +1.69% $12M
KVYO 1.60% 0.00% +1.60% $10M
ETOR 1.32% 0.00% +1.32% $8M
RBRK 1.20% 0.00% +1.20% $8M
QXO 1.03% 0.00% +1.03% $6M
UTI 0.94% 0.00% +0.94% $6M
WMT 0.93% 0.00% +0.93% $6M
OS 0.89% 0.05% +0.84% $6M
NTNX 0.84% 0.00% +0.84% $5M
SAIL 1.82% 0.98% +0.84% $11M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TLN 0.00% 18.74% -18.74% $0
NN 34.27% 41.72% -7.45% $216M
IBIT 12.90% 15.00% -2.10% $81M
SARO 3.52% 5.50% -1.98% $22M
FFWM 3.28% 5.07% -1.79% $21M
SCHW 0.00% 1.72% -1.72% $0
NXT 0.00% 0.92% -0.92% $0
WAY 0.81% 1.64% -0.83% $5M
FG 0.00% 0.76% -0.76% $0
GFL 0.00% 0.58% -0.58% $0
ZWS 1.25% 1.59% -0.35% $8M
CWH 0.00% 0.35% -0.35% $0
LTH 0.48% 0.82% -0.34% $3M
ITGR 0.00% 0.29% -0.29% $0
ETR 0.00% 0.27% -0.27% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $10M 1.7%
Large Cap 23 $196M 31.2%
Mid Cap 25 $340M 54.1%
Small Cap 3 $23M 3.7%
Micro Cap 4 $58M 9.3%

Portfolio Analytics

Avg Market Cap
$43.8B
Median Market Cap
$8.6B
Avg P/E
71.6
Median P/E
37.9
Avg Dividend Yield
0.00%
Avg Beta
1.36
# Stocks
57
# ETFs / Funds
1

Top Holdings (58 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NN 34.27% 14,178,054 $216M $15.20 $43M
2 IBIT 12.90% 1,325,000 $81M $61.21 $19M
3 NFE 7.07% 13,399,317 $44M $3.32 $44M
4 AJG 5.09% 100,000 $32M $320.12 +100,000 NEW
5 BRO 4.23% 240,000 $27M $110.87 +240,000 NEW
6 SITM 3.53% 104,100 $22M $213.08 +104,100 NEW
7 SARO 3.52% 700,000 $22M $31.65 -$612K -154,601 -18.1%
8 CHWY 3.35% 494,148 $21M $42.62 $15M +304,874 +161.1%
9 FFWM 3.28% 4,038,750 $21M $5.10 -$363K
10 SRAD 1.87% 419,440 $12M $28.08 $11M +384,089 +1086.5%
11 SAIL 1.82% 500,000 $11M $22.86 $7M +284,430 +131.9%
12 KVYO 1.60% 300,000 $10M $33.58 +300,000 NEW
13 PLBY 1.51% 5,848,953 $9M $1.62 $3M
14 ETOR 1.32% 125,000 $8M $66.59 +125,000 NEW
15 ZWS 1.25% 214,542 $8M $36.57 $1M +14,542 +7.3%
16 RBRK 1.20% 84,022 $8M $89.59 +84,022 NEW
17 QXO 1.03% 300,000 $6M $21.54 +300,000 NEW
18 UTI 0.94% 174,111 $6M $33.89 +174,111 NEW
19 WMT 0.93% 60,000 $6M $97.78 +60,000 NEW
20 OS 0.89% 198,846 $6M $28.30 $5M +188,846 +1888.5%
21 NTNX 0.84% 69,228 $5M $76.44 +69,228 NEW
22 WAY 0.81% 124,400 $5M $40.87 -$2M -57,061 -31.4%
23 CEPO 0.70% 400,000 $4M $11.03 +400,000 NEW
24 HNGE 0.62% 75,000 $4M $51.75 +75,000 NEW
25 ARM 0.51% 20,000 $3M $161.74 +20,000 NEW
26 EE 0.50% 106,753 $3M $29.32 +106,753 NEW
27 LTH 0.48% 100,000 $3M $30.33 -$358K -12,276 -10.9%
28 GRAB 0.48% 600,000 $3M $5.03 +600,000 NEW
29 OMDA 0.46% 157,250 $3M $18.30 +157,250 NEW
30 GWRE 0.37% 10,000 $2M $235.45 +10,000 NEW
31 SNOW 0.36% 10,000 $2M $223.77 +10,000 NEW
32 ALAB 0.32% 22,500 $2M $90.42 +22,500 NEW
33 DDOG 0.29% 13,700 $2M $134.33 +13,700 NEW
34 PRMB 0.29% 61,540 $2M $29.62 +61,540 NEW
35 CRCL 0.23% 8,000 $1M $181.29 +8,000 NEW
36 VERX 0.22% 40,000 $1M $35.34 +40,000 NEW
37 PLTR 0.22% 10,000 $1M $136.32 +10,000 NEW
38 AMTM 0.14% 38,106 $900K $23.61 $785K +31,819 +506.1%
39 CRWV 0.13% 5,000 $815K $163.06 +5,000 NEW
40 CHYM 0.11% 20,000 $690K $34.51 +20,000 NEW
41 RIVN 0.11% 50,000 $687K $13.74 +50,000 NEW
42 CYBR 0.08% 1,200 $488K $406.88 +1,200 NEW
43 CWAN 0.05% 15,000 $329K $21.93 -$955K -32,906 -68.7%
44 MARA 0.04% 14,056 $220K $15.68 $59K
45 KTOS 0.03% 3,658 $170K $46.45 +3,658 NEW
46 MIR 0.01% 1,506 $32K $21.53 +1,506 NEW
47 SLDE —% 700 $15K $21.66 +700 NEW
48 SMRT —% 932 $923 $0.99 -$205
49 TLN —% -$78M -388,159 -100.0% SOLD
50 ITGR —% -$1M -10,000 -100.0% SOLD
51 CWH —% -$1M -88,502 -100.0% SOLD
52 YNDX —% -$386K -18,300 -100.0% SOLD
53 FLOC —% -$1M -43,260 -100.0% SOLD
54 SCHW —% -$7M -90,693 -100.0% SOLD
55 NXT —% -$4M -90,736 -100.0% SOLD
56 ETR —% -$1M -13,298 -100.0% SOLD
57 FG —% -$3M -87,618 -100.0% SOLD
58 GFL —% -$2M -50,000 -100.0% SOLD

New Positions

SymbolValue% Port
AJG $32M 5.09%
BRO $27M 4.23%
SITM $22M 3.53%
KVYO $10M 1.60%
ETOR $8M 1.32%
RBRK $8M 1.20%
QXO $6M 1.03%
UTI $6M 0.94%
WMT $6M 0.93%
NTNX $5M 0.84%
CEPO $4M 0.70%
HNGE $4M 0.62%
ARM $3M 0.51%
EE $3M 0.50%
GRAB $3M 0.48%

Sold Out Positions

SymbolValue% Port
ITGR —%
GFL —%
ETR —%
SCHW —%
FG —%
CWH —%
FLOC —%
TLN —%
NXT —%
YNDX —%
View SEC EDGAR Filings for Fortress Investment Group LLC →

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