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Fortress Investment Group LLC

Q4 2025 · Filed 2026-02-17
Market Value
$416M
-38.3%
Holdings
58
-9
New Purchases
23
Added To
0
Closed
27
Reduced
2
Top 10 Concentration
93.6%
Turnover
86.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NN 56.67% 30.05% +26.62% $236M
PLBY 7.49% 3.61% +3.88% $31M
IBIT 15.80% 12.76% +3.04% $66M
FFWM 5.98% 3.33% +2.64% $25M
RJET 1.11% 0.00% +1.11% $5M
CMA 0.78% 0.00% +0.78% $3M
KBONU 0.74% 0.00% +0.74% $3M
EXAS 0.70% 0.00% +0.70% $3M
LMRI 0.68% 0.00% +0.68% $3M
CYBR 0.64% 0.00% +0.64% $3M
RNAM 0.60% 0.00% +0.60% $2M
GTLS 0.57% 0.00% +0.57% $2M
SHC 0.53% 0.00% +0.53% $2M
LBRDK 0.48% 0.00% +0.48% $2M
NSC 0.43% 0.00% +0.43% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KRMN 0.00% 6.42% -6.42% $0
SITM 0.00% 4.47% -4.47% $0
WAY 0.00% 3.86% -3.86% $0
SARO 0.02% 3.82% -3.81% $75K
CHWY 0.00% 3.60% -3.60% $0
SRAD 0.00% 3.03% -3.03% $0
TPG 0.00% 2.54% -2.54% $0
SAIL 0.00% 2.45% -2.45% $0
BLSH 0.00% 2.36% -2.36% $0
ZETA 0.00% 1.47% -1.47% $0
CTRI 0.00% 1.30% -1.30% $0
FIGR 0.00% 1.21% -1.21% $0
MIR 0.00% 1.04% -1.04% $0
DV 0.00% 0.84% -0.84% $0
LGN 0.42% 1.26% -0.84% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 17 $83M 19.9%
Mid Cap 27 $252M 60.4%
Small Cap 10 $35M 8.5%
Micro Cap 4 $46M 11.2%

Portfolio Analytics

Avg Market Cap
$12.2B
Median Market Cap
$5.5B
Avg P/E
59.3
Median P/E
37.2
Avg Dividend Yield
0.00%
Avg Beta
1.45
# 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 56.67% 14,178,054 $236M $16.64 $33M
2 IBIT 15.80% 1,325,000 $66M $49.65 -$20M
3 PLBY 7.49% 16,589,531 $31M $1.88 $7M
4 FFWM 5.98% 4,038,750 $25M $6.16 $2M
5 NFE 3.67% 13,399,317 $15M $1.14 -$14M
6 RJET 1.11% 250,804 $5M $18.37 +250,804 NEW
7 CMA 0.78% 37,200 $3M $86.93 +37,200 NEW
8 KBONU 0.74% 307,023 $3M $10.06 +307,023 NEW
9 EXAS 0.70% 28,500 $3M $101.56 +28,500 NEW
10 LMRI 0.68% 152,573 $3M $18.50 +152,573 NEW
11 CYBR 0.64% 5,995 $3M $446.06 +5,995 NEW
12 RNAM 0.60% 34,402 $2M $72.13 +34,402 NEW
13 GTLS 0.57% 11,443 $2M $206.23 +11,443 NEW
14 SHC 0.53% 124,700 $2M $17.64 +124,700 NEW
15 LBRDK 0.48% 40,800 $2M $48.60 +40,800 NEW
16 NSC 0.43% 6,225 $2M $288.72 +6,225 NEW
17 FYBR 0.43% 46,500 $2M $38.07 +46,500 NEW
18 LGN 0.42% 40,704 $2M $43.04 -$7M -234,996 -85.2%
19 CFLT 0.40% 55,000 $2M $30.24 +55,000 NEW
20 CDTX 0.38% 7,250 $2M $220.89 +7,250 NEW
21 FOLD 0.38% 110,000 $2M $14.24 +110,000 NEW
22 MDU 0.32% 67,304 $1M $19.52 +67,304 NEW
23 EA 0.28% 5,650 $1M $204.33 +5,650 NEW
24 WBD 0.25% 36,600 $1M $28.82 +36,600 NEW
25 ALH 0.16% 32,703 $666K $20.35 +32,703 NEW
26 CWAN 0.06% 10,000 $241K $24.12 +10,000 NEW
27 MARA 0.03% 14,056 $126K $8.98 -$130K
28 GWRE 0.03% 600 $121K $201.01 +600 NEW
29 SARO 0.02% 2,606 $75K $28.68 -$26M -942,794 -99.7%
30 TTAN —% 28 $3K $106.50 +28 NEW
31 SMRT —% 932 $2K $2.02 +932 NEW
32 SRAD —% -$20M -760,000 -100.0% SOLD
33 CHWY —% -$24M -600,000 -100.0% SOLD
34 AMBQ —% -$4M -150,000 -100.0% SOLD
35 MIR —% -$7M -302,431 -100.0% SOLD
36 DV —% -$6M -473,152 -100.0% SOLD
37 SITM —% -$30M -100,000 -100.0% SOLD
38 WYFI —% -$4M -158,300 -100.0% SOLD
39 SAIL —% -$17M -750,000 -100.0% SOLD
40 BLSH —% -$16M -250,000 -100.0% SOLD
41 OMDA —% -$5M -225,000 -100.0% SOLD
42 SNOW —% -$5M -20,000 -100.0% SOLD
43 WAY —% -$26M -686,071 -100.0% SOLD
44 FIGR —% -$8M -225,000 -100.0% SOLD
45 WBI —% -$2M -80,572 -100.0% SOLD
46 CTRI —% -$9M -414,467 -100.0% SOLD
47 AWK —% -$3M -24,032 -100.0% SOLD
48 KRMN —% -$43M -600,000 -100.0% SOLD
49 AIRO —% -$2M -115,747 -100.0% SOLD
50 TPG —% -$17M -298,813 -100.0% SOLD
51 ZETA —% -$10M -500,000 -100.0% SOLD
52 WULF —% -$2M -150,000 -100.0% SOLD
53 RBRK —% -$1M -14,147 -100.0% SOLD
54 BXP —% -$318K -4,275 -100.0% SOLD
55 VST —% -$4M -20,000 -100.0% SOLD
56 NTSK —% -$4M -195,000 -100.0% SOLD
57 CUBI —% -$3M -43,756 -100.0% SOLD
58 MTRX —% -$1M -88,854 -100.0% SOLD

Options Breakdown

1 Calls $0 Call Value 2 Puts $1M Put Value

Top Calls

SymbolSharesValueStatus
CHWY $0 SOLD

Top Puts

SymbolSharesValueStatus
RNAM 10,000 $721K NEW
WBD 15,000 $432K NEW

New Positions

SymbolValue% Port
RJET $5M 1.11%
CMA $3M 0.78%
KBONU $3M 0.74%
EXAS $3M 0.70%
LMRI $3M 0.68%
CYBR $3M 0.64%
RNAM $2M 0.60%
GTLS $2M 0.57%
SHC $2M 0.53%
LBRDK $2M 0.48%
NSC $2M 0.43%
FYBR $2M 0.43%
CFLT $2M 0.40%
CDTX $2M 0.38%
FOLD $2M 0.38%

Sold Out Positions

SymbolValue% Port
SNOW —%
CHWY —%
CUBI —%
WBI —%
BLSH —%
BXP —%
VST —%
AMBQ —%
RBRK —%
CTRI —%
KRMN —%
AWK —%
DV —%
MIR —%
ZETA —%
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