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Asset Manager ← All Institutions

Yakira Capital Management, Inc.

Q2 2025 · Filed 2025-08-13
Market Value
$215M
+14.2%
Holdings
170
-21
New Purchases
38
Added To
22
Closed
54
Reduced
20
Top 10 Concentration
40.2%
Turnover
54.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CRF 7.19% 1.41% +5.78% $15M
DNB 5.97% 0.25% +5.72% $13M
BPMC 2.64% 0.00% +2.64% $6M
AZEK 2.38% 0.00% +2.38% $5M
BIGZ 2.75% 0.47% +2.28% $6M
FYBR 3.02% 1.10% +1.92% $6M
CLM 4.53% 2.62% +1.91% $10M
SCHN 1.66% 0.00% +1.66% $4M
ANSS 1.61% 0.00% +1.61% $3M
RDFN 1.37% 0.00% +1.37% $3M
ICAD 1.33% 0.00% +1.33% $3M
NVEE 1.26% 0.00% +1.26% $3M
SKX 1.25% 0.00% +1.25% $3M
MAG 1.15% 0.00% +1.15% $2M
SWTX 1.14% 0.00% +1.14% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 0.00% 4.15% -4.15% $0
ENFN 0.00% 3.28% -3.28% $0
HES 2.23% 5.21% -2.98% $5M
ITCI 0.00% 2.74% -2.74% $0
LGF-B 0.00% 2.70% -2.70% $0
CHX 2.92% 5.03% -2.10% $6M
JQC 0.64% 2.66% -2.02% $1M
FNA 0.00% 2.01% -2.01% $0
CLRC 0.00% 1.84% -1.84% $0
BMEZ 0.00% 1.74% -1.74% $0
JNPR 0.75% 2.42% -1.67% $2M
X 0.00% 1.58% -1.58% $0
SBT 0.00% 1.44% -1.44% $6K
JWN 0.00% 1.40% -1.40% $0
HEES 0.00% 1.40% -1.40% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $337K 0.2%
Large Cap 9 $26M 11.9%
Mid Cap 31 $84M 38.9%
Small Cap 45 $75M 34.9%
Micro Cap 83 $30M 14.1%

Portfolio Analytics

Avg Market Cap
$9.0B
Median Market Cap
$320M
Avg P/E
40.1
Median P/E
22.3
Avg Dividend Yield
0.09%
Avg Beta
0.85
# Stocks
149
# ETFs / Funds
21

Top Holdings (170 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CRF 7.19% 1,991,852 $15M $7.75 $13M +1,623,053 +440.1%
2 DNB 5.97% 1,411,783 $13M $9.09 $12M +1,359,122 +2580.9%
3 K 4.57% 123,433 $10M $79.53 $1M +16,725 +15.7%
4 CLM 4.53% 1,197,769 $10M $8.12 $5M +535,009 +80.7%
5 AGS 3.29% 566,242 $7M $12.49 $3M +191,023 +50.9%
6 IAC 3.11% 178,811 $7M $37.34 $763K +50,077 +38.9%
7 FYBR 3.02% 178,137 $6M $36.40 $4M +120,437 +208.7%
8 CHX 2.92% 252,860 $6M $24.84 -$3M -64,470 -20.3%
9 ESGR 2.80% 17,856 $6M $336.36 -$1M -3,974 -18.2%
10 BIGZ 2.75% 805,926 $6M $7.34 $5M +664,908 +471.5%
11 BPMC 2.64% 44,325 $6M $128.18 +44,325 NEW
12 EVRI 2.41% 364,119 $5M $14.24 $2M +141,553 +63.6%
13 AZEK 2.38% 94,049 $5M $54.35 +94,049 NEW
14 HES 2.23% 34,585 $5M $138.54 -$5M -26,831 -43.7%
15 TGI 2.19% 182,898 $5M $25.75 $2M +77,853 +74.1%
16 ZTR 1.97% 679,184 $4M $6.23 $177K
17 WBA 1.77% 331,334 $4M $11.48 $2M +162,934 +96.8%
18 JFR 1.70% 432,247 $4M $8.47 -$2M -193,444 -30.9%
19 SCHN 1.66% 119,984 $4M $29.69 +119,984 NEW
20 ANSS 1.61% 9,850 $3M $351.22 +9,850 NEW
21 SRG 1.56% 1,090,478 $3M $3.08 $6K +52,457 +5.0%
22 RDFN 1.37% 262,377 $3M $11.19 +262,377 NEW
23 ICAD 1.33% 751,739 $3M $3.81 +751,739 NEW
24 BRDG 1.27% 272,678 $3M $10.01 $2M +199,969 +275.0%
25 NVEE 1.26% 117,189 $3M $23.09 +117,189 NEW
26 SKX 1.25% 42,408 $3M $63.10 +42,408 NEW
27 ALE 1.17% 39,320 $3M $64.07 $753K +12,444 +46.3%
28 MAG 1.15% 116,650 $2M $21.13 +116,650 NEW
29 SWTX 1.14% 52,094 $2M $46.99 +52,094 NEW
30 FL 1.12% 98,000 $2M $24.50 +98,000 NEW
31 AFBI 1.07% 125,219 $2M $18.38 -$207K -16,003 -11.3%
32 SRDX 1.04% 75,118 $2M $29.71 -$245K -5,995 -7.4%
33 IBAC 0.97% 200,000 $2M $10.47 $30K
34 BHK 0.97% 214,584 $2M $9.72 +214,584 NEW
35 AVDX 0.97% 212,856 $2M $9.79 +212,856 NEW
36 HONE 0.92% 168,664 $2M $11.68 +168,664 NEW
37 SSBK 0.86% 51,000 $2M $36.37 $1M +31,000 +155.0%
38 LNSR 0.79% 129,447 $2M $13.17 $1M +97,447 +304.5%
39 PVBC 0.79% 135,375 $2M $12.49 +135,375 NEW
40 SAGE 0.78% 182,634 $2M $9.12 +182,634 NEW
41 EMCG 0.76% 135,000 $2M $12.10 $18K
42 UCFI 0.75% 153,706 $2M $10.46 -$6K
43 JNPR 0.75% 40,205 $2M $39.93 -$3M -85,402 -68.0%
44 THRD 0.74% 293,633 $2M $5.43 +293,633 NEW
45 JACS 0.72% 150,000 $2M $10.30 $36K
46 PELIU 0.71% 150,000 $2M $10.16 +150,000 NEW
47 VIAC 0.71% 118,017 $2M $12.90 $1M +97,617 +478.5%
48 IPG 0.67% 59,100 $1M $24.48 $550K +26,100 +79.1%
49 WENNU 0.65% 133,016 $1M $10.57 +133,016 NEW
50 CCRN 0.65% 106,569 $1M $13.05 -$2M -93,536 -46.7%
51 JQC 0.64% 253,121 $1M $5.39 -$4M -676,879 -72.8%
52 CEPO 0.63% 114,151 $1M $11.90 -$178K -35,849 -23.9%
53 OPOF 0.60% 32,576 $1M $39.25 +32,576 NEW
54 EBTC 0.55% 29,999 $1M $39.64 $21K
55 DAN 0.53% 66,400 $1M $17.15 +66,400 NEW
56 LBRDA 0.45% 9,811 $960K $97.82 -$1M -15,237 -60.8%
57 JEQ 0.42% 119,369 $900K $7.54 $447K +49,662 +71.2%
58 SWZ 0.41% 139,377 $884K $6.34 $606K +109,272 +363.0%
59 CPRI 0.36% 44,000 $779K $17.70 -$20K +3,500 +8.6%
60 ESSA 0.35% 39,006 $757K $19.40 $21K
61 AJX 0.35% 279,692 $755K $2.70 -$48K
62 CAEP 0.33% 67,500 $712K $10.55 +67,500 NEW
63 RSP 0.29% 3,411 $620K $181.74 +3,411 NEW
64 CTLP 0.29% 55,721 $612K $10.99 +55,721 NEW
65 VPV 0.28% 59,968 $603K $10.06 -$8K
66 LEGT-UN 0.25% 50,000 $529K $10.58 $4K
67 OBAWU 0.23% 50,000 $500K $10.01 +50,000 NEW
68 CEPT 0.23% 45,000 $496K $11.03 +45,000 NEW
69 SCD 0.23% 31,218 $487K $15.60 +31,218 NEW
70 HFRO 0.22% 89,875 $467K $5.20 -$310K -59,560 -39.9%
71 INMD 0.19% 29,000 $419K $14.44 +29,000 NEW
72 BRKL 0.19% 38,762 $409K $10.55 +38,762 NEW
73 CHN 0.19% 27,434 $408K $14.89 +27,434 NEW
74 MX 0.18% 98,700 $393K $3.98 $54K
75 KODK 0.18% 68,049 $384K $5.65 -$77K -5,035 -6.9%
76 BABA 0.16% 2,975 $337K $113.41 -$56K
77 WTGUU 0.16% 33,400 $337K $10.09 +33,400 NEW
78 FFNW 0.15% 344,773 $329K $0.95 -$620K +302,906 +723.5%
79 BLCO 0.14% 23,334 $304K $13.01 -$35K
80 ANGIV 0.14% 19,787 $302K $15.26 +19,787 NEW
81 FORL 0.12% 21,486 $251K $11.66 $7K
82 PACH 0.12% 25,000 $250K $10.01 +25,000 NEW
83 SIRI 0.11% 10,285 $236K $22.97 $4K
84 AEF 0.11% 38,862 $231K $5.94 -$433K -95,051 -71.0%
85 HYI 0.09% 15,640 $187K $11.98 +15,640 NEW
86 BOOM 0.07% 19,700 $159K $8.06 -$7K
87 FTF 0.07% 23,203 $149K $6.42 -$929
88 TBPH 0.06% 12,622 $139K $11.03 $4K -2,500 -16.5%
89 SCYX 0.06% 189,802 $128K $0.67 -$53K
90 ELEV 0.04% 263,097 $97K $0.37 +263,097 NEW
91 ALMS 0.03% 23,374 $70K $3.00 +23,374 NEW
92 BATL 0.03% 47,113 $61K $1.29 -$22K -16,500 -25.9%
93 THTX 0.03% 24,000 $57K $2.36 +24,000 NEW
94 SBCWW 0.02% 208,303 $40K $0.19 $1K
95 CLRCR 0.02% 287,500 $33K $0.12 -$30K
96 BTMWW 0.01% 69,768 $28K $0.40 $19K -55,232 -44.2%
97 BZAIW 0.01% 63,834 $25K $0.38 $12K
98 ECDAW 0.01% 990,000 $24K $0.02 $2K
99 KWMWW 0.01% 117,000 $16K $0.14 +117,000 NEW
100 KVACW 0.01% 232,800 $13K $0.05 $5K

Options Breakdown

2 Calls $14M Call Value 2 Puts $9M Put Value 0.68 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 13,400 $8M
LBRDA 54,000 $5M NEW

Top Puts

SymbolSharesValueStatus
SPY 13,400 $8M
K 12,500 $994K NEW

New Positions

SymbolValue% Port
BPMC $6M 2.64%
AZEK $5M 2.38%
SCHN $4M 1.66%
ANSS $3M 1.61%
RDFN $3M 1.37%
ICAD $3M 1.33%
NVEE $3M 1.26%
SKX $3M 1.25%
MAG $2M 1.15%
SWTX $2M 1.14%
FL $2M 1.12%
BHK $2M 0.97%
AVDX $2M 0.97%
HONE $2M 0.92%
PVBC $2M 0.79%

Sold Out Positions

SymbolValue% Port
AGRO —%
BMEZ —%
CII —%
CTOR —%
SPY —%
NUAIW —%
NRO —%
OPTXW —%
CXAIW —%
BENFW —%
ANGHW —%
RSF —%
RMCOW —%
REVBW —%
SABSW —%
View SEC EDGAR Filings for Yakira Capital Management, Inc. →

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