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Periscope Capital Inc.

Q4 2025 · Filed 2026-02-10
Market Value
$258M
+32.1%
Holdings
155
+36
New Purchases
53
Added To
13
Closed
19
Reduced
38
Top 10 Concentration
22.0%
Turnover
46.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SVAQU 3.71% 0.00% +3.71% $10M
CRANU 3.03% 0.00% +3.03% $8M
DNMX 2.02% 0.00% +2.02% $5M
CCXIU 1.95% 0.00% +1.95% $5M
MESHU 1.92% 0.00% +1.92% $5M
BDCI 1.92% 0.00% +1.92% $5M
KBONU 1.91% 0.00% +1.91% $5M
LWACU 1.77% 0.00% +1.77% $5M
VACI 1.73% 0.00% +1.73% $4M
EVOX 1.68% 0.00% +1.68% $4M
LATA 1.60% 0.00% +1.60% $4M
HVMC 1.52% 0.00% +1.52% $4M
LAFA 1.47% 0.00% +1.47% $4M
BLRKU 1.47% 0.00% +1.47% $4M
SBXE-UN 1.41% 0.00% +1.41% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BCSS 0.00% 3.55% -3.55% $0
BDCIU 0.00% 2.63% -2.63% $0
OTGA 0.00% 2.19% -2.19% $0
LATAU 0.00% 2.05% -2.05% $0
MBVIU 0.00% 2.04% -2.04% $0
CHAC 0.69% 2.73% -2.04% $2M
KOYNU 0.00% 1.81% -1.81% $0
DMIIU 0.00% 1.28% -1.28% $0
MLAC 1.01% 2.25% -1.24% $3M
TVA 1.16% 2.20% -1.04% $3M
GSRFU 0.00% 1.04% -1.04% $0
ALDF 1.51% 2.55% -1.04% $4M
EMISU 0.00% 1.02% -1.02% $0
CHEC 0.00% 1.02% -1.02% $0
CGCT 1.49% 2.45% -0.96% $4M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $862K 0.3%
Mid Cap 1 $999K 0.4%
Small Cap 50 $120M 46.6%
Micro Cap 103 $136M 52.7%

Portfolio Analytics

Avg Market Cap
$961M
Median Market Cap
$223M
Avg P/E
49.2
Median P/E
37.1
Avg Dividend Yield
0.01%
Avg Beta
0.52
# Stocks
154
# ETFs / Funds
1

Top Holdings (155 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SVAQU 3.71% 960,000 $10M $9.95 +960,000 NEW
2 CRANU 3.03% 775,000 $8M $10.07 +775,000 NEW
3 DNMX 2.02% 525,000 $5M $9.89 +525,000 NEW
4 CCXIU 1.95% 493,000 $5M $10.21 +493,000 NEW
5 JACS 1.94% 479,098 $5M $10.42 $321K +29,098 +6.5%
6 MESHU 1.92% 494,300 $5M $10.00 +494,300 NEW
7 BDCI 1.92% 493,802 $5M $10.01 +493,802 NEW
8 KBONU 1.91% 489,400 $5M $10.07 +489,400 NEW
9 AACB 1.80% 450,000 $5M $10.30 $242K +17,200 +4.0%
10 LWACU 1.77% 454,400 $5M $10.04 +454,400 NEW
11 KCHV 1.76% 448,269 $5M $10.14 $533K +48,269 +12.1%
12 FIGXU 1.74% 444,400 $4M $10.06 $974K +94,400 +27.0%
13 GTERU 1.73% 441,501 $4M $10.10 -$24K -7,699 -1.7%
14 VACI 1.73% 450,000 $4M $9.90 +450,000 NEW
15 NHIC 1.71% 425,000 $4M $10.37 -$176K -25,000 -5.6%
16 SVCC 1.71% 424,600 $4M $10.37 -$234K -25,400 -5.6%
17 EVOX 1.68% 439,500 $4M $9.87 +439,500 NEW
18 TVAIR 1.67% 424,497 $4M $10.12 $31K -503 -0.1%
19 COPL 1.64% 414,191 $4M $10.23 -$823K -85,809 -17.2%
20 OBA 1.64% 419,600 $4M $10.06 $353K +30,600 +7.9%
21 TDAC 1.63% 400,090 $4M $10.48 $48K
22 LATA 1.60% 414,989 $4M $9.94 +414,989 NEW
23 HVMC 1.52% 392,801 $4M $10.00 +392,801 NEW
24 TACH 1.52% 383,100 $4M $10.25 -$880K -91,900 -19.4%
25 ALDF 1.51% 370,081 $4M $10.49 -$1M -104,919 -22.1%
26 CGCT 1.49% 371,667 $4M $10.30 -$945K -103,333 -21.8%
27 LAFA 1.47% 383,400 $4M $9.90 +383,400 NEW
28 BLRKU 1.47% 377,800 $4M $10.00 +377,800 NEW
29 SZZLU 1.44% 365,756 $4M $10.16 -$316K -34,246 -8.6%
30 SBXE-UN 1.41% 361,150 $4M $10.07 +361,150 NEW
31 ITHAU 1.36% 350,000 $3M $9.98 +350,000 NEW
32 TDWD 1.35% 352,635 $3M $9.85 +352,635 NEW
33 ANSC 1.33% 305,900 $3M $11.19 -$123K -19,100 -5.9%
34 GTEN 1.31% 329,300 $3M $10.25 -$709K -70,700 -17.7%
35 VHCPU 1.26% 325,000 $3M $10.02 +325,000 NEW
36 HCACU 1.26% 322,900 $3M $10.02 +322,900 NEW
37 LFACU 1.25% 321,394 $3M $10.01 +321,394 NEW
38 BLUW 1.23% 306,200 $3M $10.32 -$331K -43,600 -12.5%
39 RDAGU 1.22% 311,200 $3M $10.13 $90K +11,400 +3.8%
40 CEPF 1.18% 296,699 $3M $10.28 -$5K -3,301 -1.1%
41 EMIS 1.18% 305,800 $3M $9.97 +305,800 NEW
42 AEAQU 1.17% 302,850 $3M $10.00 +302,850 NEW
43 YCY-UN 1.16% 300,000 $3M $9.97 +300,000 NEW
44 TVA 1.16% 279,505 $3M $10.65 -$1M -120,495 -30.1%
45 ORIQ 1.14% 289,000 $3M $10.13 -$1M -111,000 -27.8%
46 GSHRU 1.07% 267,770 $3M $10.27 -$333K -35,263 -11.6%
47 DMII 1.02% 265,500 $3M $9.90 +265,500 NEW
48 MLAC 1.01% 250,000 $3M $10.40 -$2M -174,388 -41.1%
49 BACC 0.99% 250,000 $3M $10.21 -$946K -100,000 -28.6%
50 CEPV 0.98% 246,250 $3M $10.25 +246,250 NEW
51 DSACU 0.94% 240,100 $2M $10.04 +240,100 NEW
52 SCIIU 0.92% 235,800 $2M $10.07 +235,800 NEW
53 FGMC 0.90% 231,000 $2M $10.04 -$509K -52,100 -18.4%
54 IPCXU 0.88% 224,543 $2M $10.14 -$492K -50,457 -18.4%
55 PELIR 0.88% 224,200 $2M $10.15 $264K +24,200 +12.1%
56 NMPAU 0.87% 223,985 $2M $10.02 $21K
57 VCIC 0.82% 195,980 $2M $10.77 -$835K -79,020 -28.7%
58 XRPN 0.79% 200,000 $2M $10.24 -$1M -100,000 -33.3%
59 WENN 0.79% 202,229 $2M $10.10 $775K +77,000 +61.5%
60 BLZR 0.78% 201,800 $2M $10.01 +201,800 NEW
61 TACO 0.77% 195,000 $2M $10.14 $112K +15,600 +8.7%
62 SBXD-UN 0.77% 186,353 $2M $10.58 -$122K -13,647 -6.8%
63 CCIX 0.72% 175,000 $2M $10.63 -$1M -100,000 -36.4%
64 AEXA 0.72% 162,100 $2M $11.39 -$351K -38,900 -19.4%
65 CHAC 0.69% 165,800 $2M $10.77 -$4M -359,200 -68.4%
66 SAC-UN 0.68% 174,479 $2M $10.09 +174,479 NEW
67 TLNC 0.65% 165,600 $2M $10.11 +165,600 NEW
68 YCY 0.62% 150,000 $2M $10.67 $22K
69 CAEP 0.59% 150,000 $2M $10.20 -$224K -20,000 -11.8%
70 DAAQU 0.59% 150,000 $2M $10.16 $1M +114,062 +317.4%
71 RAAQU 0.59% 147,879 $2M $10.22 $489K +47,879 +47.9%
72 RTACU 0.52% 125,000 $1M $10.67 -$30K
73 CEPT 0.43% 99,500 $1M $11.26 $75K
74 IPEX 0.40% 100,000 $1M $10.28 $4K
75 CHPGU 0.40% 100,000 $1M $10.19 $10K
76 KYIV 0.39% 108,966 $999K $9.17 -$58K -15,250 -12.3%
77 ETHM 0.35% 87,400 $900K $10.29 -$10K
78 IRHOU 0.34% 88,000 $875K $9.95 +88,000 NEW
79 EP-PC 0.33% 17,531 $862K $49.19 +17,531 NEW
80 LPCVU 0.33% 84,200 $840K $9.98 +84,200 NEW
81 CEPO 0.30% 75,000 $781K $10.41 -$4K
82 CCCX 0.30% 50,000 $780K $15.60 -$1M -92,500 -64.9%
83 WTG 0.30% 75,000 $763K $10.17 $8K
84 ALCY 0.28% 50,000 $710K $14.21 -$442K -50,000 -50.0%
85 IMSR 0.23% 122,000 $581K $4.76 +122,000 NEW
86 BRR 0.22% 190,833 $573K $3.00 +190,833 NEW
87 ADACU 0.19% 50,000 $498K $9.97 +50,000 NEW
88 NWAX-UN 0.10% 24,375 $254K $10.41 +24,375 NEW
89 CHACU 0.10% 311,985 $250K $0.80 $22K -413,015 -57.0%
90 VCICW 0.06% 92,500 $166K $1.80 $6K -7,500 -7.5%
91 TVACW 0.06% 175,000 $158K $0.90 -$62K -25,000 -12.5%
92 ALDFW 0.06% 275,000 $151K $0.55 $1K
93 CCIXW 0.05% 156,698 $135K $0.86 $10K -3,302 -2.1%
94 BDMD 0.04% 125,000 $114K $0.91 -$131K
95 NEXM 0.04% 27,600 $108K $3.91 +27,600 NEW
96 CCIIU 0.03% 123,200 $86K $0.70 -$12K
97 EVOXW 0.03% 203,400 $83K $0.41 +203,400 NEW
98 NHICW 0.03% 191,200 $80K $0.42 $11K
99 PACHW 0.03% 304,700 $73K $0.24 $12K +25,000 +8.9%
100 BDCIW 0.03% 124,900 $72K $0.58 +124,900 NEW

Options Breakdown

11 Calls $229M Call Value 10 Puts $130M Put Value 0.57 P/C Ratio

Top Calls

SymbolSharesValueStatus
RY 500,000 $85M
ENB 1,020,600 $49M
SLF 700,000 $44M
PBA 792,600 $30M NEW
BNS 251,200 $19M
AMZN 7,000 $2M NEW
SOFI 30,000 $785K NEW
BRR 20,000 $71K NEW
META $0 SOLD
PYPL $0 SOLD

Top Puts

SymbolSharesValueStatus
HYG 950,000 $77M
LQD 400,000 $44M
GDXJ 31,500 $4M
URA 50,000 $2M NEW
AMZN 7,000 $2M NEW
KYIV 65,200 $846K NEW
SOFI 30,000 $785K NEW
ARKK $0 SOLD
PYPL $0 SOLD
META $0 SOLD

New Positions

SymbolValue% Port
SVAQU $10M 3.71%
CRANU $8M 3.03%
DNMX $5M 2.02%
CCXIU $5M 1.95%
MESHU $5M 1.92%
BDCI $5M 1.92%
KBONU $5M 1.91%
LWACU $5M 1.77%
VACI $4M 1.73%
EVOX $4M 1.68%
LATA $4M 1.60%
HVMC $4M 1.52%
LAFA $4M 1.47%
BLRKU $4M 1.47%
SBXE-UN $4M 1.41%

Sold Out Positions

SymbolValue% Port
QUMSU —%
FCRS —%
BNAI —%
KOYNU —%
SAFX —%
OTGA —%
TLNCU —%
HVMCU —%
GAU —%
BCSS —%
MBVIU —%
GSRFU —%
IBAC —%
CHEC —%
DMIIU —%
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