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Periscope Capital Inc.

Q3 2025 · Filed 2025-11-13
Market Value
$195M
+45.8%
Holdings
119
+8
New Purchases
40
Added To
16
Closed
17
Reduced
13
Top 10 Concentration
26.1%
Turnover
47.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BCSS 3.55% 0.00% +3.55% $7M
BDCIU 2.63% 0.00% +2.63% $5M
GTERU 2.30% 0.00% +2.30% $4M
OTGA 2.19% 0.00% +2.19% $4M
TVAIR 2.19% 0.00% +2.19% $4M
ORIQ 2.06% 0.00% +2.06% $4M
KCHV 2.06% 0.00% +2.06% $4M
LATAU 2.05% 0.00% +2.05% $4M
MBVIU 2.04% 0.00% +2.04% $4M
OBA 1.98% 0.00% +1.98% $4M
KOYNU 1.81% 0.00% +1.81% $4M
BACC 1.79% 0.00% +1.79% $3M
FIGXU 1.79% 0.00% +1.79% $3M
BLUW 1.79% 0.00% +1.79% $3M
CEPF 1.57% 0.00% +1.57% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PACH 0.00% 4.23% -4.23% $0
CCCXU 0.00% 3.85% -3.85% $0
TVAIU 0.00% 2.91% -2.91% $0
BACCU 0.00% 2.66% -2.66% $0
OBAWU 0.00% 2.45% -2.45% $0
AXINU 0.00% 2.15% -2.15% $0
KCHVU 0.00% 2.11% -2.11% $0
ETHM 0.47% 2.29% -1.82% $910K
GTEN 2.09% 3.53% -1.44% $4M
IBAC 0.54% 1.96% -1.42% $1M
CHAC 2.73% 4.14% -1.41% $5M
PCAPU 0.00% 1.40% -1.40% $0
VCIC 1.51% 2.75% -1.24% $3M
COPL 2.59% 3.76% -1.17% $5M
CEPO 0.40% 1.56% -1.15% $784K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $1M 0.5%
Small Cap 41 $93M 47.9%
Micro Cap 77 $101M 51.6%

Portfolio Analytics

Avg Market Cap
$239M
Median Market Cap
$232M
Avg P/E
46.5
Median P/E
38.0
Avg Dividend Yield
0.01%
Avg Beta
0.54
# Stocks
119
# ETFs / Funds
0

Top Holdings (119 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BCSS 3.55% 686,000 $7M $10.09 +686,000 NEW
2 CHAC 2.73% 525,000 $5M $10.14 -$215K -25,000 -4.5%
3 BDCIU 2.63% 508,500 $5M $10.10 +508,500 NEW
4 COPL 2.59% 500,000 $5M $10.12 $27K +200 +0.0%
5 ALDF 2.55% 475,000 $5M $10.45 $482K +47,749 +11.2%
6 TACH 2.47% 475,000 $5M $10.12 $278K +25,200 +5.6%
7 CGCT 2.45% 475,000 $5M $10.05 $1M +125,000 +35.7%
8 JACS 2.40% 450,000 $5M $10.38 $1M +125,000 +38.5%
9 SVCC 2.38% 450,000 $5M $10.30 $717K +66,300 +17.3%
10 NHIC 2.35% 450,000 $5M $10.18 $513K +50,000 +12.5%
11 GTERU 2.30% 449,200 $4M $9.98 +449,200 NEW
12 AACB 2.25% 432,800 $4M $10.15 $2M +204,400 +89.5%
13 MLAC 2.25% 424,388 $4M $10.32 $791K +74,388 +21.2%
14 TVA 2.20% 400,000 $4M $10.71 $248K
15 OTGA 2.19% 425,000 $4M $10.07 +425,000 NEW
16 TVAIR 2.19% 425,000 $4M $10.04 +425,000 NEW
17 TDAC 2.12% 400,090 $4M $10.36 $2M +200,090 +100.0%
18 GTEN 2.09% 400,000 $4M $10.21 -$639K -60,800 -13.2%
19 SZZLU 2.07% 400,002 $4M $10.08 $2M +150,002 +60.0%
20 ORIQ 2.06% 400,000 $4M $10.05 +400,000 NEW
21 KCHV 2.06% 400,000 $4M $10.03 +400,000 NEW
22 LATAU 2.05% 400,000 $4M $9.98 +400,000 NEW
23 MBVIU 2.04% 393,300 $4M $10.12 +393,300 NEW
24 OBA 1.98% 389,000 $4M $9.95 +389,000 NEW
25 ANSC 1.82% 325,000 $4M $10.91 $20K
26 KOYNU 1.81% 350,000 $4M $10.10 +350,000 NEW
27 BACC 1.79% 350,000 $3M $9.99 +350,000 NEW
28 FIGXU 1.79% 350,000 $3M $9.99 +350,000 NEW
29 BLUW 1.79% 349,800 $3M $9.98 +349,800 NEW
30 XRPN 1.61% 300,000 $3M $10.43 $1M +100,000 +50.0%
31 GSHRU 1.58% 303,033 $3M $10.17 $548K +53,433 +21.4%
32 RDAGU 1.57% 299,800 $3M $10.21 $76K +9,000 +3.1%
33 CEPF 1.57% 300,000 $3M $10.19 +300,000 NEW
34 VCIC 1.51% 275,000 $3M $10.71 -$732K -78,600 -22.2%
35 CCIX 1.48% 275,000 $3M $10.48 -$14K
36 FGMC 1.45% 283,100 $3M $9.99 $359K +33,100 +13.2%
37 IPCXU 1.42% 275,000 $3M $10.07 $358K +38,743 +16.4%
38 DMIIU 1.28% 250,000 $2M $9.95 +250,000 NEW
39 NMPAU 1.14% 223,985 $2M $9.93 +223,985 NEW
40 AEXA 1.13% 201,000 $2M $10.93 +201,000 NEW
41 SBXD-UN 1.07% 200,000 $2M $10.47 -$568K -42,657 -17.6%
42 GSRFU 1.04% 200,000 $2M $10.14 +200,000 NEW
43 PELIR 1.03% 200,000 $2M $10.06 $7K
44 EMISU 1.02% 200,000 $2M $9.99 +200,000 NEW
45 CHEC 1.02% 200,000 $2M $9.98 +200,000 NEW
46 TACO 0.96% 179,400 $2M $10.40 -$4K
47 CCCX 0.94% 142,500 $2M $12.86 +142,500 NEW
48 HVMCU 0.93% 180,000 $2M $10.12 +180,000 NEW
49 CAEP 0.90% 170,000 $2M $10.32 -$124K -8,000 -4.5%
50 YCY 0.81% 150,000 $2M $10.52 $15K
51 TLNCU 0.70% 135,900 $1M $10.05 +135,900 NEW
52 RTACU 0.70% 125,000 $1M $10.91 -$111K
53 WENN 0.65% 125,229 $1M $10.12 +125,229 NEW
54 QUMSU 0.65% 125,000 $1M $10.13 +125,000 NEW
55 ALCY 0.59% 100,000 $1M $11.53 $500
56 IBAC 0.54% 100,000 $1M $10.59 -$2M -150,000 -60.0%
57 KYIV 0.54% 124,216 $1M $8.51 +124,216 NEW
58 CEPT 0.54% 99,500 $1M $10.51 -$52K
59 IPEX 0.53% 100,000 $1M $10.24 +100,000 NEW
60 RAAQU 0.52% 100,000 $1M $10.22 +100,000 NEW
61 CHPGU 0.52% 100,000 $1M $10.09 $8K
62 ETHM 0.47% 87,400 $910K $10.41 -$2M -212,600 -70.9%
63 FCRS 0.44% 81,500 $864K $10.60 +81,500 NEW
64 CEPO 0.40% 75,000 $784K $10.46 -$1M -100,000 -57.1%
65 WTG 0.39% 75,000 $755K $10.07 +75,000 NEW
66 DAAQU 0.19% 35,938 $366K $10.19 +35,938 NEW
67 BDMD 0.13% 125,000 $245K $1.96 -$62K
68 CHACU 0.12% 725,000 $227K $0.31 $32K
69 TVACW 0.11% 200,000 $220K $1.10 $159K -25,000 -11.1%
70 DAIC 0.10% 100,000 $198K $1.98 -$143K
71 VCICW 0.08% 100,000 $160K $1.60 $118K -75,000 -42.9%
72 ALDFW 0.08% 275,000 $150K $0.55 $7K
73 SPKLW 0.07% 218,900 $131K $0.60 $89K
74 CCIXW 0.06% 160,000 $125K $0.78 -$27K
75 CCIIU 0.05% 123,200 $99K $0.80 +123,200 NEW
76 KFIIR 0.04% 500,000 $70K $0.14 $1K
77 NHICW 0.04% 191,200 $69K $0.36 -$24K
78 QETAR 0.03% 37,500 $66K $1.75 $22K
79 PACHW 0.03% 279,700 $62K $0.22 +279,700 NEW
80 TACOW 0.03% 87,500 $59K $0.67 -$4K
81 NETDW 0.03% 196,660 $55K $0.28 -$39K
82 GAU 0.03% 25,000 $54K $2.18 +25,000 NEW
83 DAICW 0.02% 315,597 $48K $0.15 $22K -17,200 -5.2%
84 AFJKR 0.02% 148,500 $48K $0.32 $12K
85 KVACW 0.02% 662,700 $42K $0.06 $6K
86 ANSCW 0.02% 186,702 $38K $0.20 $10K
87 ORIQW 0.02% 200,000 $36K $0.18 +200,000 NEW
88 BNAI 0.02% 150,000 $32K $0.21 -$16K
89 WENNW 0.01% 49,300 $28K $0.58 +49,300 NEW
90 KDKRW 0.01% 20,000 $21K $1.07 +20,000 NEW
91 SAFX 0.01% 13,332 $17K $1.31 -$10K -2,000 -13.0%
92 IBACR 0.01% 197,600 $17K $0.08 $7K
93 VNME 0.01% 74,900 $15K $0.20 +74,900 NEW
94 OSRHW 0.01% 299,900 $12K $0.04 -$4K
95 WTGUR 0.01% 75,000 $12K $0.16 +75,000 NEW
96 UCFIW 0.01% 99,000 $10K $0.10 $4K
97 LIMN —% 47,500 $7K $0.15 -$5K -2,500 -5.0%
98 KWMWW —% 50,000 $6K $0.13 -$330
99 ECDAW —% 244,654 $4K $0.02 -$2K
100 PWUPW —% 124,924 $4K $0.03 -$2K

Options Breakdown

11 Calls $132M Call Value 7 Puts $85M Put Value 0.64 P/C Ratio

Top Calls

SymbolSharesValueStatus
SLF 650,000 $39M
RY 200,000 $29M
ENB 500,000 $25M
TD 270,000 $22M
BNS 251,200 $16M
META 500 $367K
PYPL 4,000 $268K NEW
CM $0 SOLD
UNH $0 SOLD
AAPL $0 SOLD

Top Puts

SymbolSharesValueStatus
LQD 400,000 $45M
HYG 400,000 $32M NEW
ARKK 80,000 $7M
GDXJ 6,500 $644K NEW
META 500 $367K NEW
PYPL 4,000 $268K NEW
UNH $0 SOLD

New Positions

SymbolValue% Port
BCSS $7M 3.55%
BDCIU $5M 2.63%
GTERU $4M 2.30%
OTGA $4M 2.19%
TVAIR $4M 2.19%
ORIQ $4M 2.06%
KCHV $4M 2.06%
LATAU $4M 2.05%
MBVIU $4M 2.04%
OBA $4M 1.98%
KOYNU $4M 1.81%
BACC $3M 1.79%
FIGXU $3M 1.79%
BLUW $3M 1.79%
CEPF $3M 1.57%

Sold Out Positions

SymbolValue% Port
AXINU —%
PCAPU —%
PACH —%
PMTRU —%
BENFW —%
BGLWW —%
BACCU —%
TVAIU —%
IMSRW —%
WTGUU —%
KCHVU —%
WENNU —%
OBAWU —%
DMYY-UN —%
THRD —%
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