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325 CAPITAL LLC

Q4 2025 · Filed 2026-02-17
Market Value
$251M
-17.1%
Holdings
10
New Purchases
0
Added To
3
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MGNI 12.99% 4.68% +8.31% $33M
ASTH 18.21% 11.19% +7.02% $46M
APEI 23.06% 19.95% +3.11% $58M
PWFL 8.15% 6.32% +1.83% $20M
LNDC 7.06% 5.26% +1.80% $18M
BTMD 4.72% 4.51% +0.21% $12M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ATRO 1.52% 20.52% -19.00% $4M
BLBD 12.75% 14.71% -1.96% $32M
MPAA 9.94% 11.04% -1.10% $25M
TACT 1.62% 1.81% -0.20% $4M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $36M 14.3%
Small Cap 4 $156M 62.4%
Micro Cap 4 $58M 23.3%

Portfolio Analytics

Avg Market Cap
$1.1B
Median Market Cap
$718M
Avg P/E
41.8
Median P/E
23.3
Avg Dividend Yield
—%
Avg Beta
1.42
# Stocks
10
# ETFs / Funds
0

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 APEI 23.06% 1,528,503 $58M $37.80 -$3M
2 ASTH 18.21% 1,839,076 $46M $24.81 $12M +645,123 +54.0%
3 MGNI 12.99% 2,005,387 $33M $16.23 $18M +1,355,326 +208.5%
4 BLBD 12.75% 679,826 $32M $47.00 -$13M -93,367 -12.1%
5 MPAA 9.94% 2,018,795 $25M $12.34 -$8M
6 PWFL 8.15% 3,837,410 $20M $5.32 $1M +191,031 +5.2%
7 LNDC 7.06% 2,162,466 $18M $8.18 $2M
8 BTMD 4.72% 4,548,127 $12M $2.60 -$2M
9 TACT 1.62% 1,011,789 $4M $4.00 -$1M
10 ATRO 1.52% 70,000 $4M $54.24 -$58M -1,290,675 -94.9%
View SEC EDGAR Filings for 325 CAPITAL LLC →

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