— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

325 CAPITAL LLC

Q2 2025 · Filed 2025-08-14
Market Value
$225M
+3.6%
Holdings
9
-2
New Purchases
0
Added To
0
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BLBD 14.80% 11.50% +3.30% $33M
ATRO 20.21% 18.87% +1.33% $46M
MPAA 10.03% 8.82% +1.21% $23M
BTMD 8.11% 6.96% +1.15% $18M
LNDC 7.79% 7.00% +0.79% $18M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ASTH 9.79% 12.64% -2.85% $22M
APEI 20.65% 23.29% -2.64% $47M
PWFL 6.97% 9.20% -2.23% $16M
TACT 1.64% 1.71% -0.07% $4M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $79M 35.0%
Small Cap 3 $84M 37.4%
Micro Cap 4 $62M 27.6%

Portfolio Analytics

Avg Market Cap
$990M
Median Market Cap
$491M
Avg P/E
46.8
Median P/E
42.2
Avg Dividend Yield
—%
Avg Beta
1.32
# Stocks
9
# ETFs / Funds
0

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 APEI 20.65% 1,528,503 $47M $30.46 -$4M -741,605 -32.7%
2 ATRO 20.21% 1,360,675 $46M $33.48 $4M -338,241 -19.9%
3 BLBD 14.80% 773,193 $33M $43.16 $8M
4 MPAA 10.03% 2,018,795 $23M $11.20 $3M
5 ASTH 9.79% 886,916 $22M $24.88 -$5M
6 BTMD 8.11% 4,548,127 $18M $4.02 $3M
7 LNDC 7.79% 2,162,466 $18M $8.12 $2M
8 PWFL 6.97% 3,646,379 $16M $4.31 -$4M
9 TACT 1.64% 1,011,789 $4M $3.66 -$20K
View SEC EDGAR Filings for 325 CAPITAL LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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