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Asset Manager ← All Institutions

Yakira Capital Management, Inc.

Q3 2025 · Filed 2025-11-13
Market Value
$200M
-6.7%
Holdings
160
-10
New Purchases
44
Added To
13
Closed
54
Reduced
13
Top 10 Concentration
44.7%
Turnover
61.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GTLS 5.41% 0.00% +5.41% $11M
VRNA 5.24% 0.00% +5.24% $11M
IPG 5.09% 0.67% +4.42% $10M
EMO 2.70% 0.00% +2.70% $5M
AVDX 3.65% 0.97% +2.68% $7M
LBRDA 2.99% 0.45% +2.54% $6M
UTF 2.50% 0.00% +2.50% $5M
CYBR 2.37% 0.00% +2.37% $5M
NSC 2.21% 0.00% +2.21% $4M
VBTX 2.12% 0.00% +2.12% $4M
BIT 2.05% 0.00% +2.05% $4M
ETNB 1.85% 0.00% +1.85% $4M
BFIN 1.62% 0.00% +1.62% $3M
SCS 1.53% 0.00% +1.53% $3M
SAND 1.26% 0.00% +1.26% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DNB 0.00% 5.97% -5.97% $0
AGS 0.00% 3.29% -3.29% $0
CHX 0.00% 2.92% -2.92% $0
ESGR 0.00% 2.80% -2.80% $0
BIGZ 0.00% 2.75% -2.75% $0
BPMC 0.00% 2.64% -2.64% $0
EVRI 0.00% 2.41% -2.41% $0
AZEK 0.00% 2.38% -2.38% $0
HES 0.00% 2.23% -2.23% $0
TGI 0.00% 2.19% -2.19% $0
WBA 0.00% 1.77% -1.77% $0
SCHN 0.00% 1.66% -1.66% $0
ANSS 0.00% 1.61% -1.61% $0
JFR 0.32% 1.70% -1.38% $650K
RDFN 0.00% 1.37% -1.37% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $266K 0.1%
Large Cap 11 $32M 15.9%
Mid Cap 32 $76M 38.0%
Small Cap 47 $59M 29.3%
Micro Cap 69 $33M 16.6%

Portfolio Analytics

Avg Market Cap
$5.8B
Median Market Cap
$402M
Avg P/E
42.7
Median P/E
21.5
Avg Dividend Yield
0.13%
Avg Beta
0.77
# Stocks
133
# ETFs / Funds
27

Top Holdings (160 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CRF 6.40% 1,596,540 $13M $8.04 -$3M -395,312 -19.9%
2 GTLS 5.41% 54,175 $11M $200.15 +54,175 NEW
3 VRNA 5.24% 98,500 $11M $106.71 +98,500 NEW
4 IPG 5.09% 365,928 $10M $27.91 $9M +306,828 +519.2%
5 K 4.54% 110,933 $9M $82.02 -$718K -12,500 -10.1%
6 CLM 4.22% 1,021,653 $8M $8.28 -$1M -176,116 -14.7%
7 IAC 3.79% 223,078 $8M $34.07 $923K +44,267 +24.8%
8 AVDX 3.65% 735,398 $7M $9.95 $5M +522,542 +245.5%
9 FYBR 3.32% 178,137 $7M $37.35 $169K
10 LBRDA 2.99% 94,522 $6M $63.33 $5M +84,711 +863.4%
11 EMO 2.70% 120,604 $5M $44.92 +120,604 NEW
12 UTF 2.50% 201,859 $5M $24.80 +201,859 NEW
13 CYBR 2.37% 9,850 $5M $483.15 +9,850 NEW
14 NSC 2.21% 14,775 $4M $300.41 +14,775 NEW
15 ZTR 2.20% 682,714 $4M $6.45 $172K +3,530 +0.5%
16 VBTX 2.12% 126,588 $4M $33.53 +126,588 NEW
17 BIT 2.05% 306,963 $4M $13.39 +306,963 NEW
18 ETNB 1.85% 251,991 $4M $14.70 +251,991 NEW
19 SRG 1.75% 824,653 $4M $4.25 $146K -265,825 -24.4%
20 HONE 1.73% 254,358 $3M $13.60 $1M +85,694 +50.8%
21 BFIN 1.62% 270,147 $3M $12.03 +270,147 NEW
22 SCS 1.53% 178,351 $3M $17.20 +178,351 NEW
23 CHN 1.39% 150,834 $3M $18.46 $2M +123,400 +449.8%
24 SAND 1.26% 201,668 $3M $12.52 +201,668 NEW
25 SCPH 1.24% 438,355 $2M $5.67 +438,355 NEW
26 WRE 1.21% 143,512 $2M $16.86 +143,512 NEW
27 SRDX 1.08% 72,590 $2M $29.89 -$62K -2,528 -3.4%
28 IBAC 1.05% 200,000 $2M $10.52 $10K
29 RSP 1.03% 10,919 $2M $189.70 $1M +7,508 +220.1%
30 ALE 0.97% 29,171 $2M $66.40 -$582K -10,149 -25.8%
31 AFBI 0.93% 94,506 $2M $19.72 -$438K -30,713 -24.5%
32 HBI 0.89% 269,245 $2M $6.59 +269,245 NEW
33 PVBC 0.85% 135,375 $2M $12.53 $5K
34 LNSR 0.80% 129,447 $2M $12.35 -$106K
35 CCRN 0.79% 110,819 $2M $14.20 $183K +4,250 +4.0%
36 JACS 0.78% 150,000 $2M $10.38 $12K
37 PELIU 0.77% 150,000 $2M $10.35 $28K
38 CTLP 0.76% 143,565 $2M $10.57 $905K +87,844 +157.7%
39 WENNU 0.69% 133,016 $1M $10.43 -$19K
40 EMISU 0.63% 125,722 $1M $9.98 +125,722 NEW
41 PHLT 0.61% 159,300 $1M $7.73 +159,300 NEW
42 INFA 0.61% 49,494 $1M $24.84 +49,494 NEW
43 CCRD 0.59% 44,101 $1M $26.92 +44,101 NEW
44 SWZ 0.58% 192,016 $1M $6.08 $284K +52,639 +37.8%
45 SCD 0.56% 72,654 $1M $15.53 $641K +41,436 +132.7%
46 MGRM 0.54% 185,329 $1M $5.87 +185,329 NEW
47 BRW 0.53% 136,800 $1M $7.77 +136,800 NEW
48 XLU 0.52% 12,013 $1M $87.21 +12,013 NEW
49 CEPO 0.50% 95,254 $996K $10.46 -$362K -18,897 -16.6%
50 KODK 0.46% 142,573 $914K $6.41 $529K +74,524 +109.5%
51 PBBK 0.44% 45,836 $879K $19.18 +45,836 NEW
52 TEAF 0.39% 66,754 $785K $11.76 +66,754 NEW
53 BKN 0.39% 68,823 $780K $11.34 +68,823 NEW
54 CEPF 0.38% 75,000 $764K $10.19 +75,000 NEW
55 SPR 0.38% 19,700 $760K $38.60 +19,700 NEW
56 AJX 0.35% 279,692 $705K $2.52 -$50K
57 CNNE 0.35% 38,283 $701K $18.31 +38,283 NEW
58 CAEP 0.35% 67,500 $697K $10.32 -$16K
59 TGNA 0.33% 32,267 $656K $20.33 +32,267 NEW
60 JFR 0.32% 79,506 $650K $8.18 -$3M -352,741 -81.6%
61 APACU 0.32% 65,000 $648K $9.97 +65,000 NEW
62 JEQ 0.31% 79,748 $628K $7.88 -$272K -39,621 -33.2%
63 LEGT-UN 0.27% 50,000 $542K $10.85 $14K
64 OBAWU 0.25% 50,000 $502K $10.04 $2K
65 MPA 0.24% 42,938 $488K $11.37 +42,938 NEW
66 IMXI 0.24% 34,675 $484K $13.97 +34,675 NEW
67 CEPT 0.24% 45,000 $473K $10.51 -$23K
68 SHCO 0.23% 53,200 $471K $8.85 +53,200 NEW
69 CVAC 0.21% 77,380 $417K $5.39 +77,380 NEW
70 TOWN 0.19% 10,747 $372K $34.57 +10,747 NEW
71 WTGUU 0.17% 33,400 $340K $10.17 $3K
72 PHD 0.17% 34,079 $339K $9.96 +34,079 NEW
73 MQT 0.16% 32,236 $323K $10.03 +32,236 NEW
74 MX 0.15% 98,700 $309K $3.13 -$84K
75 INACU 0.14% 26,865 $272K $10.11 +26,865 NEW
76 BABA 0.13% 1,488 $266K $178.73 -$71K -1,487 -50.0%
77 PACH 0.13% 25,000 $251K $10.05 $1K
78 FORL 0.12% 21,486 $247K $11.49 -$4K
79 MRCC 0.10% 28,599 $201K $7.02 +28,599 NEW
80 TBPH 0.09% 12,622 $184K $14.60 $45K
81 BOOM 0.08% 19,700 $166K $8.45 $8K
82 SCYX 0.07% 189,802 $146K $0.77 $18K
83 MQY 0.07% 12,474 $145K $11.65 +12,474 NEW
84 FCRS 0.05% 10,000 $106K $10.60 +10,000 NEW
85 VWAVW 0.05% 255,000 $105K $0.41 +255,000 NEW
86 HFRO 0.05% 15,655 $99K $6.35 -$368K -74,220 -82.6%
87 BATL 0.03% 47,113 $57K $1.21 -$4K
88 SBCWW 0.02% 208,303 $43K $0.21 $3K
89 HBNB 0.02% 10,398 $32K $3.06 +10,398 NEW
90 BZAIW 0.01% 41,439 $26K $0.62 $1K -22,395 -35.1%
91 ONMDW 0.01% 390,899 $20K $0.05 $10K
92 AENTW 0.01% 30,164 $18K $0.59 $12K
93 BTMWW 0.01% 69,768 $17K $0.25 -$10K
94 ECDAW 0.01% 990,000 $17K $0.02 -$6K
95 KWMWW 0.01% 117,000 $17K $0.14 $983
96 IBACR 0.01% 200,000 $17K $0.08 $9K
97 UCFIW 0.01% 153,706 $16K $0.10 $6K
98 KVACW 0.01% 232,800 $14K $0.06 $1K
99 EPIX 0.01% 72,123 $14K $0.19 +72,123 NEW
100 HNRA-WT 0.01% 225,000 $11K $0.05 -$248

Options Breakdown

2 Calls $9M Call Value 2 Puts $9M Put Value 1.0 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 13,200 $9M
LBRDA $0 SOLD

Top Puts

SymbolSharesValueStatus
SPY 13,200 $9M
K $0 SOLD

New Positions

SymbolValue% Port
GTLS $11M 5.41%
VRNA $11M 5.24%
EMO $5M 2.70%
UTF $5M 2.50%
CYBR $5M 2.37%
NSC $4M 2.21%
VBTX $4M 2.12%
BIT $4M 2.05%
ETNB $4M 1.85%
BFIN $3M 1.62%
SCS $3M 1.53%
SAND $3M 1.26%
SCPH $2M 1.24%
WRE $2M 1.21%
HBI $2M 0.89%

Sold Out Positions

SymbolValue% Port
VPV —%
CPRI —%
BLCO —%
HYI —%
DAN —%
BHK —%
JQC —%
ALMS —%
INMD —%
AEF —%
SIRI —%
FTF —%
CNTM —%
HES —%
JNPR —%
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