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Valor Management LLC

Q1 2026 · Filed 2026-05-13
Market Value
$181M
+228.3%
Holdings
5
+1
New Purchases
2
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
40.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BTGO 57.05% 0.00% +57.05% $103M
APGE 1.96% 0.00% +1.96% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BWAY 39.05% 91.73% -52.68% $71M
HRMY 1.81% 7.95% -6.14% $3M
BIOA 0.13% 0.31% -0.19% $229K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $4M 2.0%
Small Cap 3 $74M 41.0%
Micro Cap 1 $103M 57.0%

Portfolio Analytics

Avg Market Cap
$1.7B
Median Market Cap
$625M
Avg P/E
39.0
Median P/E
39.0
Avg Dividend Yield
—%
Avg Beta
1.16
# Stocks
5
# ETFs / Funds
0

Top Holdings (5 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BTGO 57.05% 12,538,608 $103M $8.23 +12,538,608 NEW
2 BWAY 39.05% 5,314,950 $71M $13.29 $20M +2,657,475 +100.0%
3 APGE 1.96% 1,084,011 $4M $3.27 +1,084,011 NEW
4 HRMY 1.81% 117,130 $3M $28.01 -$1M
5 BIOA 0.13% 13,105 $229K $17.49 $56K

New Positions

SymbolValue% Port
BTGO $103M 57.05%
APGE $4M 1.96%
View SEC EDGAR Filings for Valor Management LLC →

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