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Asset Manager ← All Institutions

Crossingbridge Advisors, LLC

Q2 2025 · Filed 2025-08-13
Market Value
$65M
-16.5%
Holdings
69
+13
New Purchases
23
Added To
8
Closed
18
Reduced
17
Top 10 Concentration
55.1%
Turnover
59.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KCHVU 5.42% 0.00% +5.42% $4M
RENE 5.07% 0.00% +5.07% $3M
AFJK 3.28% 0.00% +3.28% $2M
IYR 2.88% 0.00% +2.88% $2M
AXINU 2.64% 0.00% +2.64% $2M
XRPNU 2.28% 0.00% +2.28% $1M
AAT 2.12% 0.00% +2.12% $1M
QSEAU 2.00% 0.00% +2.00% $1M
COLA 1.83% 0.00% +1.83% $1M
CTO 2.57% 0.81% +1.75% $2M
SLAM 1.73% 0.00% +1.73% $1M
AXR 1.60% 0.05% +1.55% $1M
CBL 1.19% 0.00% +1.19% $777K
SPC 1.62% 0.44% +1.18% $1M
IPODU 1.15% 0.00% +1.15% $754K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MLAC 0.00% 13.15% -13.15% $0
KFIIU 0.00% 9.02% -9.02% $0
FERAU 0.00% 5.14% -5.14% $0
COLAU 0.00% 3.24% -3.24% $0
ATIIU 0.00% 3.22% -3.22% $0
NHICU 0.00% 3.22% -3.22% $0
YCY 0.00% 2.00% -2.00% $0
FET 0.00% 1.62% -1.62% $0
JACS 0.00% 1.60% -1.60% $0
PSX 0.18% 1.58% -1.39% $119K
UYSCU 0.00% 1.28% -1.28% $0
TDAC 6.28% 7.53% -1.25% $4M
GNW 0.01% 0.96% -0.95% $7K
SELF 0.40% 1.10% -0.70% $262K
SMRT 0.00% 0.54% -0.54% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $860K 1.3%
Mid Cap 7 $3M 5.0%
Small Cap 22 $16M 24.4%
Micro Cap 36 $45M 69.3%

Portfolio Analytics

Avg Market Cap
$3.3B
Median Market Cap
$294M
Avg P/E
46.6
Median P/E
30.0
Avg Dividend Yield
0.02%
Avg Beta
0.49
# Stocks
66
# ETFs / Funds
3

Top Holdings (69 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ETHM 10.43% 670,000 $7M $10.18 -$590K -75,000 -10.1%
2 IBAC 6.97% 435,390 $5M $10.47 -$58K -12,993 -2.9%
3 TDAC 6.28% 400,000 $4M $10.27 -$2M -185,000 -31.6%
4 KCHVU 5.42% 348,164 $4M $10.18 +348,164 NEW
5 IPEX 5.40% 350,000 $4M $10.09 $60K
6 UCFI 5.36% 333,172 $4M $10.53 -$86K -9,696 -2.8%
7 RENE 5.07% 275,587 $3M $12.02 +275,587 NEW
8 PLAO 4.02% 218,796 $3M $12.00 $33K
9 AFJK 3.28% 193,292 $2M $11.11 +193,292 NEW
10 IYR 2.88% 20,000 $2M $94.13 +20,000 NEW
11 AXINU 2.64% 170,710 $2M $10.10 +170,710 NEW
12 CTO 2.57% 105,390 $2M $15.94 $1M +65,390 +163.5%
13 PINE 2.55% 112,674 $2M $14.78 -$206K
14 XRPNU 2.28% 146,325 $1M $10.18 +146,325 NEW
15 FORL 2.14% 121,387 $1M $11.52 -$76K -8,838 -6.8%
16 AAT 2.12% 70,000 $1M $19.85 +70,000 NEW
17 FLNG 2.11% 60,000 $1M $22.99 -$230K -10,000 -14.3%
18 QSEAU 2.00% 130,000 $1M $10.05 +130,000 NEW
19 COLA 1.83% 118,214 $1M $10.14 +118,214 NEW
20 GPK 1.77% 55,000 $1M $21.02 -$150K +5,000 +10.0%
21 LIF.TO 1.75% 25,000 $1M $45.65 $207K -10,000 -28.6%
22 SLAM 1.73% 94,941 $1M $11.90 +94,941 NEW
23 SPC 1.62% 49,416 $1M $21.43 $713K +32,750 +196.5%
24 AXR 1.60% 50,000 $1M $20.93 $1M +7,500 +17.6%
25 BFS 1.56% 30,000 $1M $34.11 $302K +10,000 +50.0%
26 QETA 1.27% 76,383 $830K $10.87 -$68K -7,617 -9.1%
27 CBL 1.19% 30,000 $777K $25.89 +30,000 NEW
28 IPODU 1.15% 75,000 $754K $10.05 +75,000 NEW
29 VMCA 1.06% 57,558 $694K $12.06 +57,558 NEW
30 WEL 0.99% 53,530 $648K $12.10 -$57K -5,334 -9.1%
31 BACCU 0.90% 58,530 $588K $10.04 +58,530 NEW
32 EMCG 0.84% 45,470 $550K $12.10 -$48K -4,530 -9.1%
33 BYNO 0.83% 44,494 $540K $12.14 -$37K -5,506 -11.0%
34 WBD 0.78% 40,000 $511K $12.79 -$320K -25,000 -38.5%
35 WTGUU 0.75% 48,776 $492K $10.08 +48,776 NEW
36 BSAAU 0.75% 48,776 $490K $10.04 +48,776 NEW
37 PACH 0.75% 48,776 $488K $10.01 +48,776 NEW
38 SMA 0.55% 10,000 $360K $36.05 +10,000 NEW
39 AHRT 0.48% 45,000 $315K $7.01 $278K +40,000 +800.0%
40 SELF 0.40% 50,000 $262K $5.24 -$601K -121,325 -70.8%
41 FGMC 0.37% 24,480 $242K $9.87 +24,480 NEW
42 INGM 0.31% 10,000 $206K $20.59 +10,000 NEW
43 HST 0.30% 12,500 $197K $15.76 +12,500 NEW
44 WSR 0.28% 30,000 $184K $6.15 $92K +15,000 +100.0%
45 PLYM 0.25% 10,000 $161K $16.09 $79K +5,000 +100.0%
46 PSX 0.18% 1,000 $119K $119.25 -$1M -9,000 -90.0%
47 CIM 0.14% 30,000 $94K $3.13 -$63K -20,000 -40.0%
48 LAMR 0.05% 1,000 $32K $32.33 -$129K -4,000 -80.0%
49 GLNG 0.03% 1,000 $22K $22.37 +1,000 NEW
50 GNW 0.01% 1,000 $7K $7.25 -$747K -103,000 -99.0%
51 GMRE 0.01% 1,000 $7K $6.73 +1,000 NEW
52 UCFIW —% -$2K -50,000 -100.0% SOLD
53 YCY —% -$2M -150,000 -100.0% SOLD
54 SMRT —% -$420K -375,000 -100.0% SOLD
55 HHH —% -$6K -6,000 -100.0% SOLD
56 MDV —% -$273K -16,989 -100.0% SOLD
57 JACS —% -$1M -350,000 -100.0% SOLD
58 VAXX —% -$1K -1,418 -100.0% SOLD
59 FERAU —% -$4M -400,000 -100.0% SOLD
60 ATIIU —% -$3M -250,000 -100.0% SOLD
61 NHICU —% -$3M -250,000 -100.0% SOLD
62 MLAC —% -$10M -1,024,739 -100.0% SOLD
63 KFIIU —% -$7M -700,000 -100.0% SOLD
64 LEGT-UN —% -$27K -122,990 -100.0% SOLD
65 COLAU —% -$3M -250,000 -100.0% SOLD
66 SSO —% -$2K -2,000 -100.0% SOLD
67 FET —% -$1M -63,067 -100.0% SOLD
68 APTMU —% -$17K -99,042 -100.0% SOLD
69 UYSCU —% -$1M -100,000 -100.0% SOLD

New Positions

SymbolValue% Port
KCHVU $4M 5.42%
RENE $3M 5.07%
AFJK $2M 3.28%
IYR $2M 2.88%
AXINU $2M 2.64%
XRPNU $1M 2.28%
AAT $1M 2.12%
QSEAU $1M 2.00%
COLA $1M 1.83%
SLAM $1M 1.73%
CBL $777K 1.19%
IPODU $754K 1.15%
VMCA $694K 1.06%
BACCU $588K 0.90%
WTGUU $492K 0.75%

Sold Out Positions

SymbolValue% Port
FET —%
HHH —%
SMRT —%
MDV —%
MLAC —%
SSO —%
ATIIU —%
KFIIU —%
JACS —%
VAXX —%
NHICU —%
YCY —%
UYSCU —%
COLAU —%
LEGT-UN —%
View SEC EDGAR Filings for Crossingbridge Advisors, LLC →

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