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Asset Manager ← All Institutions

Yakira Capital Management, Inc.

Q4 2025 · Filed 2026-02-13
Market Value
$242M
+20.9%
Holdings
159
-1
New Purchases
53
Added To
14
Closed
39
Reduced
16
Top 10 Concentration
37.2%
Turnover
57.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DAY 4.32% 0.00% +4.32% $10M
EA 3.87% 0.00% +3.87% $9M
JGH 3.72% 0.00% +3.72% $9M
HYT 3.30% 0.00% +3.30% $8M
EXAS 3.27% 0.00% +3.27% $8M
HOLX 3.17% 0.00% +3.17% $8M
PCH 3.03% 0.00% +3.03% $7M
RNAM 2.41% 0.00% +2.41% $6M
WRE 3.41% 1.21% +2.21% $8M
RIV 2.16% 0.00% +2.16% $5M
SCIIU 1.82% 0.00% +1.82% $4M
CFLT 1.60% 0.00% +1.60% $4M
BHF 1.33% 0.00% +1.33% $3M
CMA 1.32% 0.00% +1.32% $3M
CYBR 3.63% 2.37% +1.25% $9M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VRNA 0.00% 5.24% -5.24% $0
IPG 0.00% 5.09% -5.09% $0
K 0.00% 4.54% -4.54% $0
CRF 2.64% 6.40% -3.76% $6M
AVDX 0.00% 3.65% -3.65% $0
CLM 1.68% 4.22% -2.54% $4M
EMO 0.47% 2.70% -2.23% $1M
VBTX 0.00% 2.12% -2.12% $0
ETNB 0.00% 1.85% -1.85% $0
HONE 0.00% 1.73% -1.73% $0
SCS 0.00% 1.53% -1.53% $0
ZTR 0.73% 2.20% -1.46% $2M
CHN 0.00% 1.39% -1.39% $0
SAND 0.00% 1.26% -1.26% $0
SCPH 0.00% 1.24% -1.24% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $0 0.0%
Large Cap 15 $64M 26.4%
Mid Cap 28 $70M 28.7%
Small Cap 43 $55M 22.8%
Micro Cap 72 $54M 22.1%

Portfolio Analytics

Avg Market Cap
$6.1B
Median Market Cap
$346M
Avg P/E
37.3
Median P/E
16.6
Avg Dividend Yield
0.15%
Avg Beta
0.69
# Stocks
134
# ETFs / Funds
25

Top Holdings (159 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GTLS 4.61% 54,175 $11M $206.23 $329K
2 DAY 4.32% 151,297 $10M $69.16 +151,297 NEW
3 EA 3.87% 45,870 $9M $204.33 +45,870 NEW
4 FYBR 3.85% 245,163 $9M $38.07 $3M +67,026 +37.6%
5 JGH 3.72% 713,999 $9M $12.61 +713,999 NEW
6 CYBR 3.63% 19,700 $9M $446.06 $4M +9,850 +100.0%
7 WRE 3.41% 475,322 $8M $17.40 $6M +331,810 +231.2%
8 HYT 3.30% 897,293 $8M $8.90 +897,293 NEW
9 IAC 3.27% 202,790 $8M $39.10 $329K -20,288 -9.1%
10 EXAS 3.27% 78,022 $8M $101.56 +78,022 NEW
11 HOLX 3.17% 103,172 $8M $74.49 +103,172 NEW
12 PCH 3.03% 184,675 $7M $39.78 +184,675 NEW
13 CRF 2.64% 798,556 $6M $8.01 -$6M -797,984 -50.0%
14 RNAM 2.41% 80,956 $6M $72.13 +80,956 NEW
15 NSC 2.35% 19,700 $6M $288.72 $1M +4,925 +33.3%
16 RIV 2.16% 446,668 $5M $11.74 +446,668 NEW
17 UTF 2.06% 206,830 $5M $24.11 -$19K +4,971 +2.5%
18 LBRDA 1.95% 97,830 $5M $48.28 -$1M +3,308 +3.5%
19 BFIN 1.83% 369,239 $4M $12.00 $1M +99,092 +36.7%
20 SCIIU 1.82% 437,500 $4M $10.07 +437,500 NEW
21 CLM 1.68% 487,207 $4M $8.36 -$4M -534,446 -52.3%
22 BIT 1.64% 304,507 $4M $13.06 -$133K -2,456 -0.8%
23 CFLT 1.60% 128,083 $4M $30.24 +128,083 NEW
24 SHCO 1.35% 364,474 $3M $8.96 $3M +311,274 +585.1%
25 SRG 1.34% 996,854 $3M $3.25 -$265K +172,201 +20.9%
26 BHF 1.33% 49,769 $3M $64.79 +49,769 NEW
27 CMA 1.32% 36,804 $3M $86.93 +36,804 NEW
28 PBBK 1.31% 147,836 $3M $21.40 $2M +102,000 +222.5%
29 SNV 1.20% 58,301 $3M $50.05 +58,301 NEW
30 SUNC 1.18% 58,023 $3M $49.28 +58,023 NEW
31 LLYVA 1.13% 33,526 $3M $81.50 +33,526 NEW
32 THS 1.07% 110,409 $3M $23.59 +110,409 NEW
33 CGCT 0.89% 209,774 $2M $10.29 +209,774 NEW
34 JAMF 0.85% 158,796 $2M $13.01 +158,796 NEW
35 ATXS 0.84% 156,076 $2M $13.09 +156,076 NEW
36 ZTR 0.73% 281,673 $2M $6.30 -$3M -401,041 -58.7%
37 CDTX 0.67% 7,337 $2M $220.89 +7,337 NEW
38 DHIL 0.67% 9,553 $2M $169.50 +9,553 NEW
39 AL 0.65% 24,625 $2M $64.23 +24,625 NEW
40 JACS 0.64% 150,000 $2M $10.42 $6K
41 PELIU 0.64% 150,000 $2M $10.38 $5K
42 NWAX-UN 0.63% 146,117 $2M $10.41 +146,117 NEW
43 LNSR 0.62% 129,447 $2M $11.63 -$93K
44 IRHOU 0.62% 150,000 $1M $9.95 +150,000 NEW
45 AFBI 0.59% 69,802 $1M $20.47 -$435K -24,704 -26.1%
46 WENNU 0.56% 133,016 $1M $10.23 -$27K
47 SCD 0.56% 91,222 $1M $14.81 $223K +18,568 +25.6%
48 EMIS 0.52% 125,722 $1M $9.95 +125,722 NEW
49 NGD 0.50% 137,900 $1M $8.71 +137,900 NEW
50 SWZ 0.49% 192,016 $1M $6.22 $27K
51 LNKB 0.47% 138,700 $1M $8.26 +138,700 NEW
52 EMO 0.47% 25,641 $1M $44.65 -$4M -94,963 -78.7%
53 SEE 0.42% 24,625 $1M $41.43 +24,625 NEW
54 CEPO 0.41% 95,254 $992K $10.41 -$5K
55 IROQ 0.40% 35,790 $965K $26.96 +35,790 NEW
56 MRSN 0.39% 32,663 $945K $28.93 +32,663 NEW
57 BRW 0.37% 129,276 $906K $7.01 -$157K -7,524 -5.5%
58 CCRN 0.37% 111,564 $904K $8.10 -$670K +745 +0.7%
59 MRCC 0.34% 129,809 $827K $6.37 $626K +101,210 +353.9%
60 KVUE 0.34% 47,857 $826K $17.25 +47,857 NEW
61 CEPF 0.32% 75,000 $771K $10.28 $7K
62 BKN 0.32% 68,823 $771K $11.20 -$10K
63 OPP 0.31% 94,588 $752K $7.95 +94,588 NEW
64 MESHU 0.31% 75,000 $750K $10.00 +75,000 NEW
65 CTLP 0.31% 69,607 $739K $10.62 -$778K -73,958 -51.5%
66 RPTX 0.29% 266,601 $693K $2.60 +266,601 NEW
67 CAEP 0.28% 67,500 $688K $10.20 -$8K
68 APACU 0.27% 65,000 $653K $10.04 $5K
69 EEFT 0.27% 8,558 $651K $76.11 +8,558 NEW
70 TGNA 0.26% 32,267 $626K $19.41 -$30K
71 JFR 0.26% 79,506 $623K $7.83 -$28K
72 UBFO 0.26% 61,683 $621K $10.07 +61,683 NEW
73 VWAVW 0.25% 515,503 $603K $1.17 $498K +260,503 +102.2%
74 CNNE 0.25% 38,283 $602K $15.73 -$99K
75 LEGT-UN 0.23% 50,000 $564K $11.28 $22K
76 IMXI 0.22% 34,675 $533K $15.36 $48K
77 2H2.F 0.21% 49,250 $517K $10.50 +49,250 NEW
78 CEPV 0.21% 50,000 $512K $10.25 +50,000 NEW
79 OBAWU 0.21% 50,000 $511K $10.22 $9K
80 FCT 0.21% 49,810 $502K $10.07 +49,810 NEW
81 ITHAU 0.21% 50,000 $499K $9.98 +50,000 NEW
82 SVAQU 0.21% 50,000 $497K $9.94 +50,000 NEW
83 FFIC 0.20% 32,140 $488K $15.17 +32,140 NEW
84 FFWM 0.15% 59,554 $367K $6.16 +59,554 NEW
85 BNTX 0.14% 3,640 $347K $95.20 +3,640 NEW
86 DIAX 0.14% 22,654 $346K $15.26 +22,654 NEW
87 WTGUU 0.14% 33,400 $343K $10.27 $3K
88 GLBKV 0.12% 7,718 $287K $37.21 +7,718 NEW
89 INACU 0.11% 26,865 $272K $10.13 $537
90 PACH 0.11% 25,000 $256K $10.22 $4K
91 MX 0.10% 98,700 $252K $2.55 -$57K
92 MPA 0.09% 19,618 $217K $11.08 -$271K -23,320 -54.3%
93 COMM 0.07% 10,000 $181K $18.13 +10,000 NEW
94 CEPT 0.07% 16,000 $180K $11.26 -$293K -29,000 -64.4%
95 DTST 0.07% 34,116 $175K $5.12 +34,116 NEW
96 BOOM 0.05% 19,700 $132K $6.69 -$35K
97 SCYX 0.05% 189,802 $120K $0.63 -$26K
98 UCFI 0.05% 20,741 $114K $5.51 +20,741 NEW
99 FCRS 0.04% 10,000 $102K $10.24 -$4K
100 HFRO 0.04% 15,655 $94K $5.98 -$6K

Options Breakdown

1 Calls $0 Call Value 1 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
SPY $0 SOLD

Top Puts

SymbolSharesValueStatus
SPY $0 SOLD

New Positions

SymbolValue% Port
DAY $10M 4.32%
EA $9M 3.87%
JGH $9M 3.72%
HYT $8M 3.30%
EXAS $8M 3.27%
HOLX $8M 3.17%
PCH $7M 3.03%
RNAM $6M 2.41%
RIV $5M 2.16%
SCIIU $4M 1.82%
CFLT $4M 1.60%
BHF $3M 1.33%
CMA $3M 1.32%
SNV $3M 1.20%
SUNC $3M 1.18%

Sold Out Positions

SymbolValue% Port
KODK —%
MQY —%
RSP —%
TBPH —%
HBNB —%
TOWN —%
XLU —%
BABA —%
IBAC —%
FORL —%
SAND —%
CVAC —%
VBTX —%
K —%
HONE —%
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