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Asset Manager ← All Institutions

Ursa Fund Management, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$27M
-30.9%
Holdings
22
-3
New Purchases
6
Added To
2
Closed
13
Reduced
0
Top 10 Concentration
100.0%
Turnover
86.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
COOP 72.66% 0.00% +72.66% $20M
IBIT 13.29% 5.91% +7.38% $4M
FBTC 3.71% 0.00% +3.71% $998K
SRG 2.69% 0.00% +2.69% $722K
SMLR 1.95% 0.00% +1.95% $525K
WHLRP 3.10% 1.27% +1.83% $835K
PLUG 1.73% 0.00% +1.73% $466K
SPCE 0.72% 0.00% +0.72% $193K
LIFWW 0.14% 0.10% +0.04% $38K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KWEB 0.00% 39.68% -39.68% $0
SKX 0.00% 24.31% -24.31% $0
CRF 0.00% 14.43% -14.43% $0
CLM 0.00% 5.74% -5.74% $0
FL 0.00% 3.87% -3.87% $0
TACO 0.00% 1.02% -1.02% $0
RTACU 0.00% 0.82% -0.82% $0
CAEP 0.00% 0.68% -0.68% $0
BE 0.00% 0.61% -0.61% $0
LC 0.00% 0.46% -0.46% $0
CEPT 0.00% 0.43% -0.43% $0
PCAPU 0.00% 0.36% -0.36% $0
CEPO 0.00% 0.31% -0.31% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $24M 89.7%
Mid Cap 5 $466K 1.7%
Small Cap 7 $525K 2.0%
Micro Cap 6 $2M 6.6%

Portfolio Analytics

Avg Market Cap
$9.5B
Median Market Cap
$691M
Avg P/E
41.8
Median P/E
29.3
Avg Dividend Yield
0.00%
Avg Beta
1.17
# Stocks
17
# ETFs / Funds
5

Top Holdings (22 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 COOP 72.66% 92,695 $20M $210.79 +92,695 NEW
2 IBIT 13.29% 55,000 $4M $65.00 $1M +17,400 +46.3%
3 FBTC 3.71% 10,000 $998K $99.81 +10,000 NEW
4 WHLRP 3.10% 197,292 $835K $4.23 $338K +71,992 +57.5%
5 SRG 2.69% 170,000 $722K $4.25 +170,000 NEW
6 SMLR 1.95% 17,500 $525K $30.00 +17,500 NEW
7 PLUG 1.73% 200,000 $466K $2.33 +200,000 NEW
8 SPCE 0.72% 50,000 $193K $3.86 +50,000 NEW
9 LIFWW 0.14% 18,878,649 $38K
10 KWEB —% -$15M -450,000 -100.0% SOLD
11 CEPO —% -$119K -10,000 -100.0% SOLD
12 BE —% -$239K -10,000 -100.0% SOLD
13 CLM —% -$2M -275,000 -100.0% SOLD
14 TACO —% -$396K -38,000 -100.0% SOLD
15 PCAPU —% -$139K -13,000 -100.0% SOLD
16 FL —% -$2M -61,500 -100.0% SOLD
17 CRF —% -$6M -725,000 -100.0% SOLD
18 RTACU —% -$318K -25,000 -100.0% SOLD
19 CAEP —% -$264K -25,000 -100.0% SOLD
20 CEPT —% -$165K -15,000 -100.0% SOLD
21 LC —% -$180K -15,000 -100.0% SOLD
22 SKX —% -$9M -150,000 -100.0% SOLD

Options Breakdown

5 Calls $952K Call Value 6 Puts $19M Put Value 20.12 P/C Ratio

Top Calls

SymbolSharesValueStatus
RIOT 50,000 $952K NEW
SKX $0 SOLD
PARAA $0 SOLD
FL $0 SOLD
WBA $0 SOLD

Top Puts

SymbolSharesValueStatus
RKT 491,700 $10M NEW
FBTC 60,000 $6M NEW
IWM 15,000 $4M NEW
PARAA $0 SOLD
KWEB $0 SOLD
FL $0 SOLD

New Positions

SymbolValue% Port
COOP $20M 72.66%
FBTC $998K 3.71%
SRG $722K 2.69%
SMLR $525K 1.95%
PLUG $466K 1.73%
SPCE $193K 0.72%

Sold Out Positions

SymbolValue% Port
LC —%
BE —%
CEPT —%
CEPO —%
CLM —%
CRF —%
TACO —%
KWEB —%
PCAPU —%
RTACU —%
CAEP —%
FL —%
SKX —%
View SEC EDGAR Filings for Ursa Fund Management, LLC →

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