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Edenbrook Capital, LLC

Q4 2025 · Filed 2026-02-13
Market Value
$237M
+20.4%
Holdings
5
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 42.59% 32.30% +10.29% $101M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MGNI 19.10% 23.36% -4.26% $45M
MCHX 10.28% 13.46% -3.19% $24M
CGNT 27.59% 29.09% -1.50% $65M
THRM 0.45% 1.79% -1.34% $1M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Small Cap 4 $213M 89.7%
Micro Cap 1 $24M 10.3%

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 42.59% 1,873,810 $101M $53.84 $37M
2 CGNT 27.59% 6,951,671 $65M $9.40 $8M +139,692 +2.0%
3 MGNI 19.10% 2,788,036 $45M $16.23 -$714K +677,666 +32.1%
4 MCHX 10.28% 14,664,380 $24M $1.66 -$2M
5 THRM 0.45% 29,012 $1M $36.37 -$2M -74,303 -71.9%

Options Breakdown

3 Calls $39M Call Value 14 Puts $261M Put Value 6.73 P/C Ratio

Top Calls

SymbolSharesValueStatus
MGNI 1,500,000 $24M NEW
TLT 100,000 $9M NEW
CGNT 605,000 $6M

Top Puts

SymbolSharesValueStatus
QQQ 157,500 $97M
SPY 100,000 $68M
IWM 156,000 $38M
HYG 400,000 $32M
ARKK 150,000 $12M
LQD 100,000 $11M NEW
IBIT 50,000 $2M
EWZ $0 SOLD
ALLY $0 SOLD
XLP $0 SOLD
View SEC EDGAR Filings for Edenbrook Capital, LLC →

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