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Asset Manager ← All Institutions

Q Global Advisors, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$58M
+99.1%
Holdings
32
+3
New Purchases
8
Added To
2
Closed
1
Reduced
6
Top 10 Concentration
97.7%
Turnover
28.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 17.16% 0.00% +17.16% $10M
NCLH 10.35% 0.00% +10.35% $6M
FBRT 5.19% 0.00% +5.19% $3M
CCL 3.39% 0.00% +3.39% $2M
BX 3.37% 0.00% +3.37% $2M
BRSP 0.89% 0.00% +0.89% $518K
GPMT 0.76% 0.00% +0.76% $441K
FUSEW 0.02% 0.00% +0.02% $11K
BNAIW 0.02% 0.01% +0.01% $9K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TDG 14.32% 28.27% -13.94% $8M
ENVA 22.99% 35.88% -12.89% $13M
HLF 8.60% 14.58% -5.98% $5M
TRTX 9.30% 15.12% -5.82% $5M
RCL 2.99% 3.70% -0.71% $2M
BZAIW 0.10% 0.53% -0.43% $60K
FLDDW 0.05% 0.35% -0.30% $31K
AISPW 0.03% 0.29% -0.25% $20K
FBYDW 0.09% 0.25% -0.17% $51K
MNYWW 0.03% 0.18% -0.15% $20K
NUAIW 0.11% 0.23% -0.12% $62K
CLSKW 0.06% 0.16% -0.10% $37K
FLYX-WT 0.05% 0.12% -0.07% $32K
GRRRW 0.02% 0.08% -0.06% $11K
WGSWW 0.01% 0.04% -0.03% $5K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $10M 17.2%
Large Cap 4 $14M 24.1%
Mid Cap 3 $19M 33.4%
Small Cap 4 $14M 24.0%
Micro Cap 20 $792K 1.4%

Portfolio Analytics

Avg Market Cap
$34.4B
Median Market Cap
$31M
Avg P/E
32.6
Median P/E
14.3
Avg Dividend Yield
0.02%
Avg Beta
1.26
# Stocks
31
# ETFs / Funds
1

Top Holdings (32 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ENVA 22.99% 85,219 $13M $157.19 $3M -6,019 -6.6%
2 SPY 17.16% 14,658 $10M $681.95 +14,658 NEW
3 TDG 14.32% 6,276 $8M $1,329.83 $74K
4 NCLH 10.35% 270,094 $6M $22.32 +270,094 NEW
5 TRTX 9.30% 629,103 $5M $8.61 $993K +112,271 +21.7%
6 HLF 8.60% 388,891 $5M $12.89 $745K -116,767 -23.1%
7 FBRT 5.19% 301,355 $3M $10.03 +301,355 NEW
8 CCL 3.39% 64,695 $2M $30.54 +64,695 NEW
9 BX 3.37% 12,744 $2M $154.11 +12,744 NEW
10 RCL 2.99% 6,250 $2M $278.88 $659K +2,900 +86.6%
11 BRSP 0.89% 92,588 $518K $5.59 +92,588 NEW
12 GPMT 0.76% 183,717 $441K $2.40 +183,717 NEW
13 NUAIW 0.11% 75,000 $62K $0.83 -$5K -121,700 -61.9%
14 BZAIW 0.10% 150,000 $60K $0.40 -$95K -100,000 -40.0%
15 FBYDW 0.09% 25,000 $51K $2.04 -$23K -18,911 -43.1%
16 CLSKW 0.06% 100,000 $37K $0.37 -$11K
17 FLYX-WT 0.05% 113,099 $32K $0.28 -$4K
18 FLDDW 0.05% 203,778 $31K $0.15 -$71K
19 RAINW 0.04% 85,137 $21K $0.25 $7K
20 AISPW 0.03% 25,090 $20K $0.80 -$64K -25,000 -49.9%
21 MNYWW 0.03% 470,085 $20K $0.04 -$33K
22 GRRRW 0.02% 43,676 $11K $0.25 -$13K
23 FUSEW 0.02% 179,614 $11K $0.06 +179,614 NEW
24 NVNIW 0.02% 130,872 $9K $0.07
25 BNAIW 0.02% 194,164 $9K $0.05 $6K
26 TVGNW 0.01% 132,146 $6K $0.05 -$1K
27 AMODW 0.01% 99,534 $5K $0.05 -$3K
28 DAICW 0.01% 59,602 $5K $0.08 -$4K
29 WGSWW 0.01% 111,701 $5K $0.04 -$7K
30 COCHW 0.01% 129,120 $5K $0.04
31 BSLKW —% 106,937 $2K $0.02 -$2K
32 CEROW —% -$2K -170,785 -100.0% SOLD

New Positions

SymbolValue% Port
SPY $10M 17.16%
NCLH $6M 10.35%
FBRT $3M 5.19%
CCL $2M 3.39%
BX $2M 3.37%
BRSP $518K 0.89%
GPMT $441K 0.76%
FUSEW $11K 0.02%

Sold Out Positions

SymbolValue% Port
CEROW —%
View SEC EDGAR Filings for Q Global Advisors, LLC →

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