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Asset Manager ← All Institutions

METEORA CAPITAL, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$190M
+24.9%
Holdings
119
+12
New Purchases
47
Added To
7
Closed
43
Reduced
19
Top 10 Concentration
59.6%
Turnover
75.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SKX 7.42% 0.00% +7.42% $14M
CAEP 7.12% 0.00% +7.12% $13M
CEPT 6.48% 0.00% +6.48% $12M
TGI 5.97% 0.00% +5.97% $11M
KCHVU 5.81% 0.00% +5.81% $11M
HYG 5.32% 0.00% +5.32% $10M
JACS 6.62% 1.33% +5.29% $13M
IPCXU 5.28% 0.00% +5.28% $10M
GTEN 4.83% 0.00% +4.83% $9M
RDAGU 4.78% 0.00% +4.78% $9M
MBB 3.10% 0.00% +3.10% $6M
GMS 2.97% 0.00% +2.97% $6M
CCIX 1.80% 0.00% +1.80% $3M
AXINU 1.79% 0.00% +1.79% $3M
RDNT 1.75% 0.00% +1.75% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RENE 0.00% 15.18% -15.18% $0
DESP 0.00% 7.90% -7.90% $0
NVRO 0.00% 6.63% -6.63% $0
ANSC 0.00% 4.77% -4.77% $0
ATSG 0.00% 4.39% -4.39% $0
DECA 0.00% 3.93% -3.93% $0
HEES 0.00% 3.93% -3.93% $0
ITCI 0.00% 3.32% -3.32% $0
LGTY 0.00% 3.21% -3.21% $0
UCFI 0.00% 3.20% -3.20% $0
K 0.75% 3.82% -3.08% $1M
PLYA 0.00% 2.31% -2.31% $0
DMYY-UN 0.62% 2.87% -2.25% $1M
FYBR 2.00% 4.23% -2.23% $4M
CLRC 0.00% 2.02% -2.02% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 6 $19M 10.0%
Mid Cap 11 $42M 22.4%
Small Cap 39 $106M 56.1%
Micro Cap 63 $22M 11.5%

Portfolio Analytics

Avg Market Cap
$2.2B
Median Market Cap
$243M
Avg P/E
52.1
Median P/E
40.7
Avg Dividend Yield
0.00%
Avg Beta
0.97
# Stocks
116
# ETFs / Funds
3

Top Holdings (119 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SKX 7.42% 223,000 $14M $63.10 +223,000 NEW
2 CAEP 7.12% 1,278,574 $13M $10.55 +1,278,574 NEW
3 JACS 6.62% 1,217,614 $13M $10.30 $11M +1,017,778 +509.3%
4 CEPT 6.48% 1,113,085 $12M $11.03 +1,113,085 NEW
5 TGI 5.97% 439,108 $11M $25.75 +439,108 NEW
6 KCHVU 5.81% 1,082,533 $11M $10.17 +1,082,533 NEW
7 HYG 5.32% 125,000 $10M $80.65 +125,000 NEW
8 IPCXU 5.28% 982,897 $10M $10.19 +982,897 NEW
9 GTEN 4.83% 892,734 $9M $10.25 +892,734 NEW
10 RDAGU 4.78% 883,504 $9M $10.26 +883,504 NEW
11 MBB 3.10% 62,500 $6M $93.89 +62,500 NEW
12 GMS 2.97% 51,700 $6M $108.75 +51,700 NEW
13 FYBR 2.00% 104,208 $4M $36.40 -$3M -74,969 -41.8%
14 CCIX 1.80% 324,685 $3M $10.52 +324,685 NEW
15 AXINU 1.79% 337,000 $3M $10.09 +337,000 NEW
16 RDNT 1.75% 58,157 $3M $56.91 +58,157 NEW
17 WENNU 1.61% 288,371 $3M $10.57 +288,371 NEW
18 ICAD 1.43% 711,003 $3M $3.81 +711,003 NEW
19 RAAQU 1.40% 262,000 $3M $10.15 +262,000 NEW
20 EB 1.36% 979,500 $3M $2.63 $1M +303,700 +44.9%
21 OBAWU 1.32% 250,000 $3M $10.01 +250,000 NEW
22 PCAPU 1.30% 230,000 $2M $10.72 +230,000 NEW
23 CSLR 1.19% 1,229,880 $2M $1.84 $210K -94,456 -7.1%
24 VCIC 1.10% 199,962 $2M $10.40 -$559K -59,986 -23.1%
25 ACHR-WT 1.00% 586,000 $2M $3.23 $768K -38,751 -6.2%
26 FL 0.97% 75,000 $2M $24.50 +75,000 NEW
27 ATMC 0.94% 152,878 $2M $11.71 -$283K -25,722 -14.4%
28 MARA 0.91% 110,000 $2M $15.68 +110,000 NEW
29 EVLV 0.88% 266,266 $2M $6.24 +266,266 NEW
30 IBIT 0.87% 27,000 $2M $61.21 +27,000 NEW
31 K 0.75% 17,800 $1M $79.53 -$4M -52,545 -74.7%
32 RAIN 0.73% 458,956 $1M $3.00 $462K -3,102 -0.7%
33 CEPO 0.68% 108,004 $1M $11.90 -$2M -259,996 -70.7%
34 CCIR 0.65% 111,868 $1M $10.97 +111,868 NEW
35 EVLVW 0.64% 2,218,165 $1M $0.55 $751K -391,400 -15.0%
36 DMYY-UN 0.62% 90,607 $1M $13.00 -$3M -299,028 -76.8%
37 JOBY-WT 0.62% 488,500 $1M $2.40 $510K -50,000 -9.3%
38 CGCT 0.56% 105,529 $1M $10.02 +105,529 NEW
39 SCHN 0.53% 34,068 $1M $29.69 +34,068 NEW
40 BSAAU 0.53% 99,318 $997K $10.04 +99,318 NEW
41 BTMWW 0.53% 2,503,049 $996K $0.40 $763K -829,512 -24.9%
42 ACHR 0.43% 74,300 $806K $10.85 +74,300 NEW
43 DAAQU 0.38% 68,734 $720K $10.48 +68,734 NEW
44 TACOW 0.35% 826,400 $657K $0.80 +826,400 NEW
45 DNA 0.31% 51,800 $583K $11.25 $457K +29,800 +135.4%
46 CHGG 0.29% 449,000 $543K $1.21 $497K +376,500 +519.3%
47 USARW 0.28% 225,932 $538K $2.38 +225,932 NEW
48 WTGUU 0.26% 49,000 $494K $10.09 +49,000 NEW
49 BTBT 0.23% 200,000 $438K $2.19 +200,000 NEW
50 ALCY 0.20% 33,277 $379K $11.40 -$193K -18,100 -35.2%
51 PACH 0.16% 29,987 $300K $10.01 +29,987 NEW
52 CLBR-WT 0.16% 145,000 $297K $2.05 +145,000 NEW
53 CCCMU 0.13% 20,853 $239K $11.46 +20,853 NEW
54 AFJK 0.09% 15,944 $176K $11.06 -$462K -42,118 -72.5%
55 ALDF 0.09% 15,998 $168K $10.49 +15,998 NEW
56 BZAIW 0.09% 424,939 $163K $0.38 $83K
57 AERT 0.08% 120,902 $148K $1.22 $77K -101 -0.1%
58 ETWO 0.08% 44,500 $144K $3.23 +44,500 NEW
59 HTZ 0.05% 15,000 $102K $6.83 +15,000 NEW
60 EVGOW 0.05% 424,625 $93K $0.22 -$29K -84,141 -16.5%
61 SQNS 0.04% 50,000 $74K $1.47 +50,000 NEW
62 CHACU 0.04% 250,200 $68K $0.27 +250,200 NEW
63 VCICW 0.02% 185,083 $45K $0.24 $6K -25 -0.0%
64 KLXE 0.02% 20,000 $37K $1.87 +20,000 NEW
65 IBACR 0.01% 547,947 $23K $0.04 -$18K +4,600 +0.8%
66 SPKLW 0.01% 88,465 $17K $0.19 +88,465 NEW
67 KWMWW 0.01% 123,565 $17K $0.14 +123,565 NEW
68 RAINW 0.01% 138,790 $14K $0.10 $12K +114,790 +478.3%
69 KVACW 0.01% 249,668 $13K $0.05 $12K +200,000 +402.7%
70 IPEXR —% 33,549 $9K $0.27 $526 -2,000 -5.6%
71 COEPW —% 250,000 $6K $0.03 $4K -2,229 -0.9%
72 LIMN —% 15,000 $4K $0.24 +15,000 NEW
73 ANSCW —% 15,463 $2K $0.15 +15,463 NEW
74 UCFIW —% 34,888 $2K $0.06 +34,888 NEW
75 LOTWW —% 20,000 $2K $0.10 -$444
76 ABPWW —% 10,354 $239 $0.02 -$25
77 HCVIW —% -$15K -102,830 -100.0% SOLD
78 NWTG —% -$62K -29,881 -100.0% SOLD
79 ETHM —% -$2M -175,000 -100.0% SOLD
80 ANSC —% -$7M -678,827 -100.0% SOLD
81 BZAI —% -$2M -946,911 -100.0% SOLD
82 ATSG —% -$7M -296,678 -100.0% SOLD
83 YOTAW —% -$22K -396,381 -100.0% SOLD
84 SWI —% -$1M -55,000 -100.0% SOLD
85 BETRW —% -$979 -11,656 -100.0% SOLD
86 HEES —% -$6M -62,867 -100.0% SOLD
87 IVCA —% -$1M -83,342 -100.0% SOLD
88 CLRC —% -$3M -255,010 -100.0% SOLD
89 FERAU —% -$566K -56,200 -100.0% SOLD
90 CLRCW —% -$10K -518,366 -100.0% SOLD
91 TBMC —% -$338K -30,000 -100.0% SOLD
92 IPEX —% -$253K -25,549 -100.0% SOLD
93 KFIIU —% -$150K -14,900 -100.0% SOLD
94 BECN —% -$3M -24,200 -100.0% SOLD
95 CMRX —% -$2M -181,799 -100.0% SOLD
96 GBBKW —% -$91K -3,647,414 -100.0% SOLD
97 NVRO —% -$10M -1,723,715 -100.0% SOLD
98 JNPR —% -$3M -75,000 -100.0% SOLD
99 UCFI —% -$5M -463,724 -100.0% SOLD
100 FGMC —% -$1M -125,001 -100.0% SOLD

Options Breakdown

3 Calls $0 Call Value 5 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
TGI $0 SOLD
CHGG $0 SOLD
DAN $0 SOLD

Top Puts

SymbolSharesValueStatus
XRX $0 SOLD
IBIT $0 SOLD
HTZ $0 SOLD
ITCI $0 SOLD
WBA $0 SOLD

New Positions

SymbolValue% Port
SKX $14M 7.42%
CAEP $13M 7.12%
CEPT $12M 6.48%
TGI $11M 5.97%
KCHVU $11M 5.81%
HYG $10M 5.32%
IPCXU $10M 5.28%
GTEN $9M 4.83%
RDAGU $9M 4.78%
MBB $6M 3.10%
GMS $6M 2.97%
CCIX $3M 1.80%
AXINU $3M 1.79%
RDNT $3M 1.75%
WENNU $3M 1.61%

Sold Out Positions

SymbolValue% Port
GRML —%
BZAI —%
IPEX —%
ANSC —%
FGMC —%
NWTG —%
KFIIU —%
BETRW —%
CNTM —%
HTZWW —%
SBCWW —%
YCY —%
LOKVU —%
FORL —%
FERAU —%
View SEC EDGAR Filings for METEORA CAPITAL, LLC →

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