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Asset Manager ← All Institutions

Cruiser Capital Advisors, LLC

Q4 2025 · Filed 2026-02-12
Market Value
$58M
-3.7%
Holdings
50
+3
New Purchases
6
Added To
7
Closed
7
Reduced
8
Top 10 Concentration
74.7%
Turnover
26.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVRI 1.64% 0.00% +1.64% $958K
KINS 9.90% 8.33% +1.57% $6M
COLD 1.53% 0.00% +1.53% $893K
APG 15.70% 14.19% +1.51% $9M
ASH 3.00% 1.57% +1.43% $2M
NN 2.53% 1.39% +1.14% $1M
CRH.L 13.40% 12.39% +1.00% $8M
STKL 0.88% 0.00% +0.88% $513K
FIP 4.63% 3.79% +0.84% $3M
ORN 4.15% 3.34% +0.80% $2M
ALIT 1.11% 0.60% +0.52% $652K
PBI 1.14% 0.71% +0.42% $665K
LWLG 0.42% 0.00% +0.42% $243K
PRMB 0.28% 0.00% +0.28% $164K
AGM 2.78% 2.56% +0.22% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AVD 3.73% 7.29% -3.55% $2M
APD 0.00% 2.95% -2.95% $0
GDOT 1.61% 2.88% -1.27% $942K
RITM-PD 0.00% 1.23% -1.23% $0
MSOS 0.00% 1.16% -1.16% $0
CURI 0.00% 0.87% -0.87% $0
PENN 0.00% 0.79% -0.79% $0
DUOT 0.29% 0.88% -0.59% $169K
TIC 3.97% 4.55% -0.57% $2M
GFL 8.65% 9.19% -0.54% $5M
TDAY 0.10% 0.45% -0.35% $57K
YNDX 7.57% 7.74% -0.17% $4M
PERI 0.00% 0.16% -0.16% $0
OEC 0.00% 0.14% -0.14% $0
AMBC 1.43% 1.54% -0.11% $834K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $660K 1.1%
Large Cap 9 $28M 47.6%
Mid Cap 10 $7M 12.4%
Small Cap 15 $14M 23.6%
Micro Cap 15 $9M 15.2%

Portfolio Analytics

Avg Market Cap
$12.7B
Median Market Cap
$1.2B
Avg P/E
53.9
Median P/E
37.1
Avg Dividend Yield
0.02%
Avg Beta
1.12
# Stocks
47
# ETFs / Funds
3

Top Holdings (50 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 APG 15.70% 239,956 $9M $38.26 $563K -10,770 -4.3%
2 CRH.L 13.40% 62,791 $8M $124.80 $308K
3 KINS 9.90% 344,019 $6M $16.83 $733K
4 GFL 8.65% 117,767 $5M $42.95 -$523K
5 YNDX 7.57% 52,900 $4M $83.71 -$276K +11,000 +26.2%
6 FIP 4.63% 587,557 $3M $4.61 $408K +60,000 +11.4%
7 ORN 4.15% 244,104 $2M $9.94 $395K
8 TIC 3.97% 229,938 $2M $10.11 -$439K +22,331 +10.8%
9 AVD 3.73% 571,781 $2M $3.82 -$2M -217,503 -27.6%
10 ASH 3.00% 29,860 $2M $58.67 $798K +9,960 +50.0%
11 AGM 2.78% 9,249 $2M $175.57 $70K
12 NN 2.53% 88,854 $1M $16.64 $637K +30,000 +51.0%
13 SRUUF 2.24% 67,100 $1M $19.50 -$35K
14 NVRI 1.64% 53,451 $958K $17.92 +53,451 NEW
15 GDOT 1.61% 73,500 $942K $12.81 -$808K -56,750 -43.6%
16 COLD 1.53% 69,422 $893K $12.86 +69,422 NEW
17 AMBC 1.43% 107,140 $834K $7.78 -$99K -4,660 -4.2%
18 MOD 1.14% 5,000 $668K $133.51 -$43K
19 PBI 1.14% 62,906 $665K $10.57 $232K +25,000 +66.0%
20 UNH 1.13% 2,000 $660K $330.11 -$30K
21 ALIT 1.11% 334,118 $652K $1.95 $289K +222,912 +200.4%
22 QXO 0.94% 10,000 $552K $55.15 $2K
23 URNM 0.94% 10,000 $549K $54.89 -$55K
24 STKL 0.88% 135,000 $513K $3.80 +135,000 NEW
25 GTLS 0.78% 2,200 $454K $206.23 $13K
26 GPGI 0.46% 13,876 $268K $19.28 -$21K
27 CECO 0.45% 4,431 $265K $59.85 $38K
28 LWLG 0.42% 75,000 $243K $3.24 +75,000 NEW
29 BCIC 0.41% 20,435 $242K $11.83 $6K
30 BODI 0.35% 19,830 $205K $10.36 $88K
31 DUOT 0.29% 14,978 $169K $11.25 -$363K -57,276 -79.3%
32 PRMB 0.28% 10,000 $164K $16.35 +10,000 NEW
33 VLYPN 0.25% 12,399 $145K $11.68 $13K
34 INVE 0.21% 31,778 $122K $3.84 -$22K -10,000 -23.9%
35 LAKE 0.15% 10,000 $88K $8.84 +10,000 NEW
36 STIM 0.12% 48,900 $67K $1.38 -$69K -1,100 -2.2%
37 TDAY 0.10% 11,075 $57K $5.15 -$216K -55,000 -83.2%
38 RSVRW 0.01% 30,503 $9K $0.28 -$18K
39 SCLXW 0.01% 49,999 $5K $0.09 -$7K
40 AEAEW 0.01% 20,000 $4K $0.18 $3K
41 MSAIW —% 37,500 $1K $0.03 -$360
42 BENFW —% 48,750 $517 $0.01 -$185
43 ICUCW —% 32,473 $367 $0.01 -$513
44 RITM-PD —% -$748K -65,649 -100.0% SOLD
45 MSOS —% -$707K -147,600 -100.0% SOLD
46 CURI —% -$530K -100,000 -100.0% SOLD
47 PENN —% -$482K -25,000 -100.0% SOLD
48 APD —% -$2M -6,574 -100.0% SOLD
49 OEC —% -$83K -11,000 -100.0% SOLD
50 PERI —% -$96K -10,000 -100.0% SOLD

New Positions

SymbolValue% Port
NVRI $958K 1.64%
COLD $893K 1.53%
STKL $513K 0.88%
LWLG $243K 0.42%
PRMB $164K 0.28%
LAKE $88K 0.15%

Sold Out Positions

SymbolValue% Port
OEC —%
APD —%
CURI —%
PENN —%
PERI —%
MSOS —%
RITM-PD —%
View SEC EDGAR Filings for Cruiser Capital Advisors, LLC →

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