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Indaba Capital Management, L.P.

Q2 2025 · Filed 2025-08-14
Market Value
$42M
-25.6%
Holdings
6
-1
New Purchases
0
Added To
0
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
16.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ONTF 55.06% 39.24% +15.82% $23M
BLKB 29.64% 21.31% +8.32% $12M
ADV 3.10% 2.64% +0.46% $1M
EMBC 5.14% 5.04% +0.11% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EQC 0.00% 24.08% -24.08% $0
ESPR 7.06% 7.69% -0.63% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Small Cap 4 $40M 94.9%
Micro Cap 2 $2M 5.1%

Portfolio Analytics

Avg Market Cap
$548M
Median Market Cap
$455M
Avg P/E
6.0
Median P/E
6.6
Avg Dividend Yield
2.03%
Avg Beta
1.08
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ONTF 55.06% 4,240,256 $23M $5.43 $975K
2 BLKB 29.64% 193,000 $12M $64.21 $417K
3 ESPR 7.06% 3,000,000 $3M $0.98 -$1M
4 EMBC 5.14% 221,938 $2M $9.69 -$679K
5 ADV 3.10% 980,865 $1M $1.32 -$186K
6 EQC —% -$14M -8,403,411 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
EQC —%
View SEC EDGAR Filings for Indaba Capital Management, L.P. →

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