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Beryl Capital Management LLC

Q3 2025 · Filed 2025-11-14
Market Value
$52M
-92.1%
Holdings
32
-4
New Purchases
5
Added To
1
Closed
26
Reduced
0
Top 10 Concentration
100.0%
Turnover
96.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CLSK 56.38% 0.00% +56.38% $29M
UNH 31.18% 0.00% +31.18% $16M
BTDR 6.59% 0.00% +6.59% $3M
BGFV 2.83% 0.03% +2.80% $1M
WRE 2.36% 0.00% +2.36% $1M
HNRG 0.67% 0.00% +0.67% $348K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BPMC 0.00% 20.66% -20.66% $0
SKX 0.00% 20.54% -20.54% $0
SWTX 0.00% 15.03% -15.03% $0
DNB 0.00% 10.02% -10.02% $0
VIGL 0.00% 5.53% -5.53% $0
AVDX 0.00% 4.34% -4.34% $0
CTLP 0.00% 4.19% -4.19% $0
INZY 0.00% 3.82% -3.82% $0
EVRI 0.00% 3.54% -3.54% $0
DKS 0.00% 2.06% -2.06% $0
ETWO 0.00% 1.95% -1.95% $0
NVEE 0.00% 1.44% -1.44% $0
ESGR 0.00% 1.02% -1.02% $0
SVT 0.00% 0.96% -0.96% $0
WBA 0.00% 0.96% -0.96% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $16M 31.2%
Large Cap 6 $0 0.0%
Mid Cap 11 $33M 63.0%
Small Cap 10 $2M 3.0%
Micro Cap 4 $1M 2.8%

Portfolio Analytics

Avg Market Cap
$20.3B
Median Market Cap
$2.5B
Avg P/E
58.7
Median P/E
29.4
Avg Dividend Yield
0.25%
Avg Beta
1.62
# Stocks
32
# ETFs / Funds
0

Top Holdings (32 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CLSK 56.38% 2,023,507 $29M $14.50 +2,023,507 NEW
2 UNH 31.18% 47,000 $16M $345.30 +47,000 NEW
3 BTDR 6.59% 200,538 $3M $17.09 +200,538 NEW
4 BGFV 2.83% 1,022,809 $1M $1.44 $1M +880,355 +618.0%
5 WRE 2.36% 72,697 $1M $16.86 +72,697 NEW
6 HNRG 0.67% 17,799 $348K $19.57 +17,799 NEW
7 BE —% -$3M -117,751 -100.0% SOLD
8 NRG —% -$2M -9,561 -100.0% SOLD
9 TASK —% -$1M -81,350 -100.0% SOLD
10 WBD —% -$6M -489,000 -100.0% SOLD
11 CTLP —% -$28M -2,521,322 -100.0% SOLD
12 ESGR —% -$7M -20,000 -100.0% SOLD
13 IREN —% -$6M -400,000 -100.0% SOLD
14 RIOT —% -$565K -50,000 -100.0% SOLD
15 0YY7.L —% -$2M -185,512 -100.0% SOLD
16 ETWO —% -$13M -4,000,000 -100.0% SOLD
17 EVRI —% -$23M -1,645,087 -100.0% SOLD
18 DKS —% -$14M -68,916 -100.0% SOLD
19 DNB —% -$66M -7,298,632 -100.0% SOLD
20 LWAY —% -$806K -32,704 -100.0% SOLD
21 NVEE —% -$10M -411,983 -100.0% SOLD
22 AGS —% -$4M -282,655 -100.0% SOLD
23 TGI —% -$238K -9,225 -100.0% SOLD
24 SWTX —% -$100M -2,117,575 -100.0% SOLD
25 SVT —% -$6M -135,343 -100.0% SOLD
26 BPMC —% -$137M -1,067,224 -100.0% SOLD
27 INZY —% -$25M -6,321,584 -100.0% SOLD
28 SGMA —% -$2M -590,881 -100.0% SOLD
29 AVDX —% -$29M -2,933,734 -100.0% SOLD
30 VIGL —% -$37M -4,606,267 -100.0% SOLD
31 SKX —% -$136M -2,154,898 -100.0% SOLD
32 WBA —% -$6M -552,838 -100.0% SOLD

New Positions

SymbolValue% Port
CLSK $29M 56.38%
UNH $16M 31.18%
BTDR $3M 6.59%
WRE $1M 2.36%
HNRG $348K 0.67%

Sold Out Positions

SymbolValue% Port
BE —%
DKS —%
NRG —%
LWAY —%
TASK —%
WBD —%
IREN —%
RIOT —%
0YY7.L —%
CTLP —%
ETWO —%
NVEE —%
EVRI —%
ESGR —%
AGS —%
View SEC EDGAR Filings for Beryl Capital Management LLC →

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