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CAXTON CORP

Q4 2025 · Filed 2026-02-13
Market Value
$858M
-95.6%
Holdings
11
+2
New Purchases
2
Added To
1
Closed
3
Reduced
4
Top 10 Concentration
100.0%
Turnover
45.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SYRE 34.06% 0.00% +34.06% $292M
KYTX 20.57% 0.70% +19.87% $176M
CMPX 18.46% 0.96% +17.51% $158M
LXEO 16.14% 0.59% +15.55% $138M
XFOR 7.25% 0.00% +7.25% $62M
CNTX 3.15% 0.09% +3.06% $27M
GLD 0.32% 0.01% +0.31% $3M
BRK-B 0.04% 0.00% +0.04% $357K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RZLT 0.00% 95.39% -95.39% $0
ELVN 0.00% 1.37% -1.37% $0
BCAX 0.00% 0.88% -0.88% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $357K 0.0%
Large Cap 1 $3M 0.3%
Mid Cap 2 $292M 34.1%
Small Cap 4 $315M 36.7%
Micro Cap 3 $248M 28.9%

Portfolio Analytics

Avg Market Cap
$109.9B
Median Market Cap
$401M
Avg P/E
14.5
Median P/E
14.5
Avg Dividend Yield
—%
Avg Beta
0.96
# Stocks
10
# ETFs / Funds
1

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SYRE 34.06% 8,919 $292M $32,760.85 +8,919 NEW
2 KYTX 20.57% 18,773 $176M $9,400.10 $39M -4,208 -18.3%
3 CMPX 18.46% 29,495 $158M $5,369.93 -$29M -24,008 -44.9%
4 LXEO 16.14% 13,943 $138M $9,929.93 $23M -3,389 -19.6%
5 XFOR 7.25% 15,557 $62M $3,999.94 +15,557 NEW
6 CNTX 3.15% 18,403 $27M $1,470.03 $9M
7 GLD 0.32% 6,964 $3M $396.31 $170K -322 -4.4%
8 BRK-B 0.04% 710 $357K $502.49 $29K +59 +9.1%
9 BCAX —% -$173M -10,941 -100.0% SOLD
10 RZLT —% -$18.7B -1,986,818 -100.0% SOLD
11 ELVN —% -$268M -13,097 -100.0% SOLD

New Positions

SymbolValue% Port
SYRE $292M 34.06%
XFOR $62M 7.25%

Sold Out Positions

SymbolValue% Port
BCAX —%
ELVN —%
RZLT —%
View SEC EDGAR Filings for CAXTON CORP →

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