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Edenbrook Capital, LLC

Q1 2026 · Filed 2026-05-14
Market Value
$196M
-17.4%
Holdings
5
New Purchases
0
Added To
2
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
20.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CGNT 28.98% 27.59% +1.39% $57M
MCHX 11.62% 10.28% +1.34% $23M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MGNI 17.00% 19.10% -2.11% $33M
THRM 0.00% 0.45% -0.45% $0
FEIM 42.40% 42.59% -0.19% $83M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Small Cap 4 $173M 88.4%
Micro Cap 1 $23M 11.6%

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 42.40% 1,873,810 $83M $44.26 -$18M
2 CGNT 28.98% 6,997,596 $57M $8.10 -$9M +45,925 +0.7%
3 MGNI 17.00% 2,798,036 $33M $11.88 -$12M +10,000 +0.4%
4 MCHX 11.62% 14,664,380 $23M $1.55 -$2M
5 THRM —% -$1M -29,012 -100.0% SOLD

Options Breakdown

3 Calls $17M Call Value 10 Puts $108M Put Value 6.27 P/C Ratio

Top Calls

SymbolSharesValueStatus
CGNT 1,250,000 $10M
MGNI 600,000 $7M
TLT $0 SOLD

Top Puts

SymbolSharesValueStatus
SPY 50,000 $33M
HYG 400,000 $32M
QQQ 29,500 $17M
LQD 100,000 $11M
IWM 25,500 $6M
XLP 50,000 $4M NEW
BKLN 150,000 $3M NEW
FXI 75,000 $3M NEW
ARKK $0 SOLD
IBIT $0 SOLD

Sold Out Positions

SymbolValue% Port
THRM —%
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