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Periscope Capital Inc.

Q2 2025 · Filed 2025-08-14
Market Value
$134M
+117.9%
Holdings
111
+17
New Purchases
42
Added To
6
Closed
32
Reduced
18
Top 10 Concentration
35.2%
Turnover
66.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PACH 4.23% 0.00% +4.23% $6M
CHAC 4.14% 0.00% +4.14% $6M
CCCXU 3.85% 0.00% +3.85% $5M
COPL 3.76% 0.00% +3.76% $5M
GTEN 3.53% 0.00% +3.53% $5M
TACH 3.39% 0.00% +3.39% $5M
NHIC 3.04% 0.00% +3.04% $4M
TVA 3.02% 0.00% +3.02% $4M
SVCC 2.93% 0.00% +2.93% $4M
TVAIU 2.91% 0.00% +2.91% $4M
BACCU 2.66% 0.00% +2.66% $4M
CGCT 2.62% 0.00% +2.62% $4M
OBAWU 2.45% 0.00% +2.45% $3M
RDAGU 2.23% 0.00% +2.23% $3M
AXINU 2.15% 0.00% +2.15% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KFIIU 0.00% 6.56% -6.56% $0
NHICU 0.00% 6.27% -6.27% $0
ATIIU 0.00% 4.93% -4.93% $0
ALDF 3.35% 7.82% -4.47% $4M
ANSC 2.64% 6.08% -3.45% $4M
CCIX 2.17% 5.44% -3.28% $3M
CEPO 1.56% 4.51% -2.95% $2M
JACS 2.50% 5.33% -2.83% $3M
VCIC 2.75% 5.53% -2.78% $4M
LOKVU 0.00% 2.46% -2.46% $0
RENE 0.00% 2.42% -2.42% $0
IBAC 1.96% 4.20% -2.24% $3M
UCFI 0.00% 2.12% -2.12% $0
CCIR 0.28% 2.33% -2.05% $373K
SBXD-UN 1.99% 4.01% -2.01% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $0 0.0%
Small Cap 29 $73M 54.3%
Micro Cap 80 $61M 45.7%

Portfolio Analytics

Avg Market Cap
$275M
Median Market Cap
$107M
Avg P/E
43.3
Median P/E
37.1
Avg Dividend Yield
0.01%
Avg Beta
0.49
# Stocks
111
# ETFs / Funds
0

Top Holdings (111 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PACH 4.23% 566,006 $6M $10.00 +566,006 NEW
2 CHAC 4.14% 550,000 $6M $10.07 +550,000 NEW
3 CCCXU 3.85% 500,000 $5M $10.30 +500,000 NEW
4 COPL 3.76% 499,800 $5M $10.07 +499,800 NEW
5 GTEN 3.53% 460,800 $5M $10.25 +460,800 NEW
6 TACH 3.39% 449,800 $5M $10.07 +449,800 NEW
7 ALDF 3.35% 427,251 $4M $10.49 -$320K -47,749 -10.1%
8 NHIC 3.04% 400,000 $4M $10.17 +400,000 NEW
9 TVA 3.02% 400,000 $4M $10.09 +400,000 NEW
10 SVCC 2.93% 383,700 $4M $10.21 +383,700 NEW
11 TVAIU 2.91% 383,700 $4M $10.16 +383,700 NEW
12 VCIC 2.75% 353,600 $4M $10.40 $284K +19,437 +5.8%
13 MLAC 2.68% 350,000 $4M $10.26 $1M +103,100 +41.8%
14 BACCU 2.66% 353,800 $4M $10.04 +353,800 NEW
15 ANSC 2.64% 325,000 $4M $10.85 -$208K -25,000 -7.1%
16 CGCT 2.62% 350,000 $4M $10.02 +350,000 NEW
17 JACS 2.50% 325,000 $3M $10.30 $75K
18 OBAWU 2.45% 327,300 $3M $10.01 +327,300 NEW
19 ETHM 2.29% 300,000 $3M $10.20 $1M +100,000 +50.0%
20 RDAGU 2.23% 290,800 $3M $10.26 +290,800 NEW
21 CCIX 2.17% 275,000 $3M $10.53 -$446K -35,000 -11.3%
22 AXINU 2.15% 285,300 $3M $10.09 +285,300 NEW
23 KCHVU 2.11% 277,000 $3M $10.18 +277,000 NEW
24 SBXD-UN 1.99% 242,657 $3M $10.97 $204K +1,112 +0.5%
25 IBAC 1.96% 250,000 $3M $10.49 $42K
26 GSHRU 1.89% 249,600 $3M $10.15 +249,600 NEW
27 SZZLU 1.88% 250,000 $3M $10.05 +250,000 NEW
28 FGMC 1.85% 250,000 $2M $9.88 $313K +25,000 +11.1%
29 IPCXU 1.80% 236,257 $2M $10.21 +236,257 NEW
30 AACB 1.73% 228,400 $2M $10.12 +228,400 NEW
31 CEPO 1.56% 175,000 $2M $11.90 -$684K -95,000 -35.2%
32 TDAC 1.54% 200,000 $2M $10.29 $41K
33 XRPN 1.50% 200,000 $2M $10.05 +200,000 NEW
34 PELIR 1.50% 200,000 $2M $10.03 +200,000 NEW
35 CAEP 1.40% 178,000 $2M $10.55 +178,000 NEW
36 PCAPU 1.40% 175,000 $2M $10.72 +175,000 NEW
37 TACO 1.40% 179,400 $2M $10.42 +179,400 NEW
38 YCY 1.17% 150,000 $2M $10.42 $18K
39 RTACU 1.10% 125,000 $1M $11.80 +125,000 NEW
40 PMTRU 0.99% 125,800 $1M $10.55 +125,800 NEW
41 ALCY 0.86% 100,000 $1M $11.52 $30K
42 CEPT 0.82% 99,500 $1M $11.03 +99,500 NEW
43 WENNU 0.78% 98,600 $1M $10.57 +98,600 NEW
44 CHPGU 0.75% 100,000 $1M $10.00 +100,000 NEW
45 WTGUU 0.57% 76,100 $768K $10.09 +76,100 NEW
46 DMYY-UN 0.28% 29,307 $381K $13.00 -$876K -83,193 -74.0%
47 CCIR 0.28% 34,000 $373K $10.97 -$1M -93,406 -73.3%
48 DAIC 0.25% 100,000 $341K $3.41 +100,000 NEW
49 BDMD 0.23% 125,000 $308K $2.46 -$124K
50 CHACU 0.15% 725,000 $196K $0.27 +725,000 NEW
51 CCIXW 0.11% 160,000 $152K $0.95 -$52K -94,850 -37.2%
52 ALDFW 0.11% 275,000 $143K $0.52 $45K -50,501 -15.5%
53 THRD 0.08% 20,000 $109K $5.43 +20,000 NEW
54 NETDW 0.07% 196,660 $95K $0.48 -$76K -233,300 -54.3%
55 NHICW 0.07% 191,200 $93K $0.49 +191,200 NEW
56 IMSRW 0.06% 32,500 $76K $2.35 -$47K -146,102 -81.8%
57 KFIIR 0.05% 500,000 $69K $0.14 $59K +425,000 +566.7%
58 TACOW 0.05% 87,500 $63K $0.72 +87,500 NEW
59 TVACW 0.05% 225,000 $61K $0.27 +225,000 NEW
60 BNAI 0.04% 150,000 $48K $0.32
61 QETAR 0.03% 37,500 $44K $1.17 -$18K
62 VCICW 0.03% 175,000 $42K $0.24 -$41K -220,862 -55.8%
63 SPKLW 0.03% 218,900 $42K $0.19 -$30K -187,050 -46.1%
64 KVACW 0.03% 662,700 $36K $0.05 $8K -175,000 -20.9%
65 AFJKR 0.03% 148,500 $36K $0.24 -$11K
66 ANSCW 0.02% 186,702 $28K $0.15 -$68K -132,400 -41.5%
67 SAFX 0.02% 15,332 $27K $1.76 +15,332 NEW
68 DAICW 0.02% 332,797 $26K $0.08 +332,797 NEW
69 OSRHW 0.01% 299,900 $16K $0.05 $396 -109,000 -26.7%
70 LIMN 0.01% 50,000 $12K $0.24 +50,000 NEW
71 BGLWW 0.01% 60,729 $12K $0.19 +60,729 NEW
72 IBACR 0.01% 197,600 $10K $0.05 -$5K
73 KWMWW 0.01% 50,000 $7K $0.14 +50,000 NEW
74 UCFIW —% 99,000 $6K $0.06 $2K
75 ECDAW —% 244,654 $6K $0.02 -$2K -100,000 -29.0%
76 PWUPW —% 124,924 $6K $0.04 -$24K -283,643 -69.4%
77 WAVSW —% 75,000 $4K $0.06 $2K
78 CDTTW —% 105,000 $1K $0.01 -$1K -97,600 -48.2%
79 BENFW —% 125,000 $863 $0.01 -$50
80 NHICU —% -$4M -382,500 -100.0% SOLD
81 GBBKR —% -$27K -297,800 -100.0% SOLD
82 SARO —% -$426K -16,000 -100.0% SOLD
83 CLRCW —% -$2K -99,200 -100.0% SOLD
84 GBBKW —% -$8K -297,800 -100.0% SOLD
85 CEROW —% -$4K -274,000 -100.0% SOLD
86 ATIIU —% -$3M -300,000 -100.0% SOLD
87 YOTAW —% -$16K -297,800 -100.0% SOLD
88 IVCAW —% -$14K -698,700 -100.0% SOLD
89 RAINW —% -$13K -149,328 -100.0% SOLD
90 IVCA —% -$891K -74,039 -100.0% SOLD
91 UCFI —% -$1M -123,900 -100.0% SOLD
92 GATEW —% -$16K -100,000 -100.0% SOLD
93 NVNIW —% -$2K -52,500 -100.0% SOLD
94 MSAIW —% -$4K -100,000 -100.0% SOLD
95 HCVIW —% -$34K -225,000 -100.0% SOLD
96 YOTAR —% -$53K -297,800 -100.0% SOLD
97 RENEW —% -$27K -430,800 -100.0% SOLD
98 FLDDW —% -$30K -40,000 -100.0% SOLD
99 BNZIW —% -$4K -150,000 -100.0% SOLD
100 KFIIU —% -$4M -400,000 -100.0% SOLD

Options Breakdown

10 Calls $139M Call Value 6 Puts $50M Put Value 0.36 P/C Ratio

Top Calls

SymbolSharesValueStatus
TD 455,000 $33M NEW
RY 235,000 $31M
SLF 400,000 $27M NEW
BNS 450,000 $25M NEW
ENB 440,000 $20M
CM 30,000 $2M
AAPL 1,600 $328K NEW
UNH 900 $281K NEW
META 300 $221K NEW
INTC 9,000 $202K NEW

Top Puts

SymbolSharesValueStatus
LQD 400,000 $44M
ARKK 80,000 $6M NEW
UNH 900 $281K NEW
EWC $0 SOLD
GLD $0 SOLD
IWM $0 SOLD

New Positions

SymbolValue% Port
PACH $6M 4.23%
CHAC $6M 4.14%
CCCXU $5M 3.85%
COPL $5M 3.76%
GTEN $5M 3.53%
TACH $5M 3.39%
NHIC $4M 3.04%
TVA $4M 3.02%
SVCC $4M 2.93%
TVAIU $4M 2.91%
BACCU $4M 2.66%
CGCT $4M 2.62%
OBAWU $3M 2.45%
RDAGU $3M 2.23%
AXINU $3M 2.15%

Sold Out Positions

SymbolValue% Port
GCTS —%
SARO —%
FG —%
ATIIU —%
KFIIU —%
RAINW —%
FLDDW —%
MSAIW —%
BNZIW —%
AMODW —%
NHICU —%
NVNIW —%
TVGNW —%
LOKVU —%
CEROW —%
View SEC EDGAR Filings for Periscope Capital Inc. →

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