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Asset Manager ← All Institutions

HARBERT FUND ADVISORS, INC.

Q2 2025 · Filed 2025-08-14
Market Value
$23.9B
+28967.7%
Holdings
58
-9
New Purchases
7
Added To
0
Closed
41
Reduced
5
Top 10 Concentration
99.4%
Turnover
82.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CHYM 23.82% 0.00% +23.82% $5.7B
CAI 8.94% 0.00% +8.94% $2.1B
INFU 10.69% 2.68% +8.01% $2.6B
INVE 10.72% 3.05% +7.67% $2.6B
LQDA 13.54% 6.08% +7.46% $3.2B
TACT 9.80% 2.87% +6.94% $2.3B
FENC 9.99% 3.46% +6.53% $2.4B
ARAY 8.30% 4.03% +4.28% $2.0B
CEPO 2.49% 0.62% +1.87% $595M
OMDA 1.15% 0.00% +1.15% $274M
SMWB 0.40% 0.00% +0.40% $97M
ILLR 0.13% 0.03% +0.10% $31M
LOAR 0.01% 0.00% +0.01% $2M
HNGE 0.00% 0.00% +0.00% $1M
MELI 0.00% 0.00% +0.00% $246K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AMZN 0.00% 8.91% -8.91% $331K
MSFT 0.00% 4.57% -4.56% $266K
META 0.00% 3.86% -3.86% $0
GOOG 0.00% 3.80% -3.80% $0
SPOT 0.00% 2.51% -2.51% $0
IIIV 0.00% 2.36% -2.36% $0
ENZ 0.00% 2.33% -2.33% $0
NFLX 0.00% 2.27% -2.27% $0
V 0.00% 2.02% -2.02% $0
SPGI 0.00% 2.01% -2.01% $0
MA 0.00% 2.00% -2.00% $0
MCO 0.00% 1.98% -1.98% $0
NVDA 0.00% 1.98% -1.98% $0
CVNA 0.00% 1.91% -1.91% $0
TSM 0.00% 1.85% -1.85% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 13 $597K 0.0%
Large Cap 24 $246K 0.0%
Mid Cap 9 $11.1B 46.3%
Small Cap 4 $371M 1.6%
Micro Cap 8 $12.5B 52.1%

Portfolio Analytics

Avg Market Cap
$521.0B
Median Market Cap
$50.0B
Avg P/E
43.7
Median P/E
30.3
Avg Dividend Yield
0.00%
Avg Beta
1.12
# Stocks
58
# ETFs / Funds
0

Top Holdings (58 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CHYM 23.82% 165,000 $5.7B $34,510.00 +165,000 NEW
2 LQDA 13.54% 259,811 $3.2B $12,460.00 $3.2B -79,347 -23.4%
3 INVE 10.72% 785,557 $2.6B $3,260.00 $2.6B
4 INFU 10.69% 409,302 $2.6B $6,240.00 $2.6B
5 FENC 9.99% 287,614 $2.4B $8,300.00 $2.4B -179,255 -38.4%
6 TACT 9.80% 640,168 $2.3B $3,660.00 $2.3B
7 CAI 8.94% 80,000 $2.1B $26,720.00 +80,000 NEW
8 ARAY 8.30% 1,448,820 $2.0B $1,370.00 $2.0B -400,364 -21.6%
9 CEPO 2.49% 50,000 $595M $11,900.00 $594M
10 OMDA 1.15% 15,000 $274M $18,300.00 +15,000 NEW
11 SMWB 0.40% 12,323 $97M $7,839.97 +12,323 NEW
12 ILLR 0.13% 33,182 $31M $930.50 $31M
13 LOAR 0.01% 25,000 $2M $86.17 +25,000 NEW
14 HNGE —% 20,000 $1M $51.75 +20,000 NEW
15 AMZN —% 1,507 $331K $219.39 -$7M -36,993 -96.1%
16 MSFT —% 535 $266K $497.41 -$3M -9,465 -94.7%
17 MELI —% 94 $246K $2,613.63 +94 NEW
18 KMTS —% -$249K -10,000 -100.0% SOLD
19 VST —% -$1M -10,500 -100.0% SOLD
20 SNOW —% -$870K -5,950 -100.0% SOLD
21 THC —% -$1M -7,500 -100.0% SOLD
22 ERJ —% -$1M -22,500 -100.0% SOLD
23 JPM —% -$1M -5,000 -100.0% SOLD
24 NVDA —% -$2M -15,000 -100.0% SOLD
25 IQV —% -$661K -3,750 -100.0% SOLD
26 UNP —% -$1M -5,000 -100.0% SOLD
27 SARO —% -$666K -25,000 -100.0% SOLD
28 DHR —% -$564K -2,750 -100.0% SOLD
29 PCOR —% -$1M -20,000 -100.0% SOLD
30 SAIL —% -$469K -25,000 -100.0% SOLD
31 NTRA —% -$707K -5,000 -100.0% SOLD
32 U —% -$1M -57,500 -100.0% SOLD
33 TSM —% -$2M -9,150 -100.0% SOLD
34 NFLX —% -$2M -2,000 -100.0% SOLD
35 IIIV —% -$2M -78,597 -100.0% SOLD
36 YNDX —% -$528K -25,000 -100.0% SOLD
37 META —% -$3M -5,500 -100.0% SOLD
38 GOOG —% -$3M -20,000 -100.0% SOLD
39 ANTM —% -$1M -2,850 -100.0% SOLD
40 SPOT —% -$2M -3,750 -100.0% SOLD
41 W —% -$881K -27,500 -100.0% SOLD
42 GFL —% -$1M -30,000 -100.0% SOLD
43 BSX —% -$1M -10,750 -100.0% SOLD
44 DE —% -$1M -3,000 -100.0% SOLD
45 MCO —% -$2M -3,500 -100.0% SOLD
46 WMT —% -$790K -9,000 -100.0% SOLD
47 MA —% -$2M -3,000 -100.0% SOLD
48 CEG —% -$1M -6,750 -100.0% SOLD
49 ENZ —% -$2M -5,175,913 -100.0% SOLD
50 CVNA —% -$2M -7,500 -100.0% SOLD
51 AAPL —% -$1M -5,500 -100.0% SOLD
52 ISRG —% -$1M -2,750 -100.0% SOLD
53 TEAM —% -$902K -4,250 -100.0% SOLD
54 V —% -$2M -4,750 -100.0% SOLD
55 LLY —% -$619K -750 -100.0% SOLD
56 PANW —% -$939K -5,500 -100.0% SOLD
57 HON —% -$900K -4,250 -100.0% SOLD
58 SPGI —% -$2M -3,250 -100.0% SOLD

Options Breakdown

4 Calls $0 Call Value 0 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
YNDX $0 SOLD
W $0 SOLD
IQV $0 SOLD
REAL $0 SOLD

New Positions

SymbolValue% Port
CHYM $5.7B 23.82%
CAI $2.1B 8.94%
OMDA $274M 1.15%
SMWB $97M 0.40%
LOAR $2M 0.01%
HNGE $1M —%
MELI $246K —%

Sold Out Positions

SymbolValue% Port
IQV —%
PCOR —%
SNOW —%
SPOT —%
DHR —%
W —%
GFL —%
VST —%
SPGI —%
DE —%
JPM —%
MCO —%
V —%
UNP —%
SARO —%
View SEC EDGAR Filings for HARBERT FUND ADVISORS, INC. →

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