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Varde Management, L.P.

Q3 2025 · Filed 2025-11-14
Market Value
$75M
-0.3%
Holdings
6
+2
New Purchases
2
Added To
0
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
66.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SATS 14.13% 0.00% +14.13% $11M
SVC 4.91% 0.00% +4.91% $4M
NBR 79.47% 79.21% +0.26% $60M
AHT 1.48% 1.48% +0.00% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LTM 0.00% 17.43% -17.43% $0
TDW 0.00% 1.88% -1.88% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $11M 14.1%
Mid Cap 1 $0 0.0%
Small Cap 1 $60M 79.5%
Micro Cap 2 $5M 6.4%

Portfolio Analytics

Avg Market Cap
$9.4B
Median Market Cap
$2.8B
Avg P/E
9.7
Median P/E
8.6
Avg Dividend Yield
0.01%
Avg Beta
1.11
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NBR 79.47% 1,718,430 $60M $34.78
2 SATS 14.13% 139,200 $11M $76.36 +139,200 NEW
3 SVC 4.91% 1,363,572 $4M $2.71 +1,363,572 NEW
4 AHT 1.48% 175,512 $1M $6.36
5 LTM —% -$13M -303,036 -100.0% SOLD
6 TDW —% -$1M -28,390 -100.0% SOLD

New Positions

SymbolValue% Port
SATS $11M 14.13%
SVC $4M 4.91%

Sold Out Positions

SymbolValue% Port
LTM —%
TDW —%
View SEC EDGAR Filings for Varde Management, L.P. →

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