— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Edenbrook Capital, LLC

Q3 2025 · Filed 2025-11-13
Market Value
$197M
-13.3%
Holdings
5
-1
New Purchases
0
Added To
2
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FEIM 32.30% 18.76% +13.54% $64M
CGNT 29.09% 27.45% +1.64% $57M
THRM 1.79% 1.25% +0.54% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MGNI 23.36% 38.39% -15.02% $46M
MCHX 13.46% 14.16% -0.70% $26M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Small Cap 4 $170M 86.5%
Micro Cap 1 $26M 13.5%

Portfolio Analytics

Avg Market Cap
$875M
Median Market Cap
$738M
Avg P/E
49.4
Median P/E
44.1
Avg Dividend Yield
—%
Avg Beta
1.53
# Stocks
5
# ETFs / Funds
0

Top Holdings (5 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FEIM 32.30% 1,873,810 $64M $33.91 $21M
2 CGNT 29.09% 6,811,979 $57M $8.40 -$5M +74,604 +1.1%
3 MGNI 23.36% 2,110,370 $46M $21.78 -$41M -1,499,602 -41.5%
4 MCHX 13.46% 14,664,380 $26M $1.81 -$6M
5 THRM 1.79% 103,315 $4M $34.06 $689K +3,281 +3.3%

Options Breakdown

4 Calls $4M Call Value 18 Puts $385M Put Value 101.92 P/C Ratio

Top Calls

SymbolSharesValueStatus
CGNT 450,000 $4M
VIXM $0 SOLD
TLT $0 SOLD
XLE $0 SOLD

Top Puts

SymbolSharesValueStatus
HYG 1,250,000 $101M
QQQ 150,000 $90M
SPY 86,000 $57M
IWM 200,000 $48M
XLY 150,000 $36M
ARKK 210,000 $18M
XLP 150,000 $12M
KRE 100,000 $6M NEW
XRT 60,000 $5M NEW
IBIT 50,000 $3M
View SEC EDGAR Filings for Edenbrook Capital, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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