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Asset Manager ← All Institutions

METEORA CAPITAL, LLC

Q3 2025 · Filed 2025-11-17
Market Value
$484M
+155.3%
Holdings
184
+65
New Purchases
108
Added To
22
Closed
30
Reduced
21
Top 10 Concentration
44.5%
Turnover
75.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CEPF 6.30% 0.00% +6.30% $31M
IVCB 4.86% 0.00% +4.86% $24M
BDCIU 4.59% 0.00% +4.59% $22M
VNMEU 4.12% 0.00% +4.12% $20M
XRPN 3.84% 0.00% +3.84% $19M
RITM-PD 3.62% 0.00% +3.62% $17M
BCSS 3.12% 0.00% +3.12% $15M
WENN 2.38% 0.00% +2.38% $12M
CYBR 2.28% 0.00% +2.28% $11M
FUSE 2.23% 0.00% +2.23% $11M
GSRFU 1.97% 0.00% +1.97% $10M
MRUS 1.97% 0.00% +1.97% $10M
KCHV 1.88% 0.00% +1.88% $9M
TVAIR 1.70% 0.00% +1.70% $8M
FYBR 3.66% 2.00% +1.66% $18M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SKX 0.00% 7.42% -7.42% $0
TGI 0.00% 5.97% -5.97% $0
KCHVU 0.00% 5.81% -5.81% $0
HYG 0.00% 5.32% -5.32% $0
CAEP 3.10% 7.12% -4.02% $15M
CEPT 2.80% 6.48% -3.68% $14M
JACS 3.09% 6.62% -3.53% $15M
IPCXU 2.16% 5.28% -3.13% $10M
GMS 0.00% 2.97% -2.97% $0
AXINU 0.00% 1.79% -1.79% $0
RDNT 0.00% 1.75% -1.75% $0
WENNU 0.00% 1.61% -1.61% $0
ICAD 0.00% 1.43% -1.43% $0
OBAWU 0.00% 1.32% -1.32% $0
PCAPU 0.00% 1.30% -1.30% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 7 $45M 9.2%
Mid Cap 13 $39M 8.0%
Small Cap 47 $254M 52.4%
Micro Cap 117 $147M 30.4%

Portfolio Analytics

Avg Market Cap
$1.9B
Median Market Cap
$89M
Avg P/E
53.6
Median P/E
38.4
Avg Dividend Yield
0.00%
Avg Beta
0.80
# Stocks
181
# ETFs / Funds
3

Top Holdings (184 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CEPF 6.30% 2,994,808 $31M $10.18 +2,994,808 NEW
2 GTEN 5.43% 2,571,402 $26M $10.21 $17M +1,678,668 +188.0%
3 RDAGU 4.96% 2,352,663 $24M $10.21 $15M +1,469,159 +166.3%
4 IVCB 4.86% 2,000,000 $24M $11.77 +2,000,000 NEW
5 BDCIU 4.59% 2,200,000 $22M $10.10 +2,200,000 NEW
6 VNMEU 4.12% 1,999,800 $20M $9.97 +1,999,800 NEW
7 XRPN 3.84% 1,781,085 $19M $10.43 +1,781,085 NEW
8 FYBR 3.66% 474,799 $18M $37.35 $14M +370,591 +355.6%
9 RITM-PD 3.62% 1,706,805 $17M $10.25 +1,706,805 NEW
10 BCSS 3.12% 1,497,000 $15M $10.09 +1,497,000 NEW
11 CAEP 3.10% 1,452,283 $15M $10.32 $1M +173,709 +13.6%
12 JACS 3.09% 1,439,593 $15M $10.38 $2M +221,979 +18.2%
13 CEPT 2.80% 1,289,164 $14M $10.51 $1M +176,079 +15.8%
14 MBB 2.44% 124,000 $12M $95.15 $6M +61,500 +98.4%
15 WENN 2.38% 1,137,298 $12M $10.12 +1,137,298 NEW
16 CYBR 2.28% 22,800 $11M $483.15 +22,800 NEW
17 FUSE 2.23% 891,930 $11M $12.09 +891,930 NEW
18 IPCXU 2.16% 1,036,232 $10M $10.07 $419K +53,335 +5.4%
19 GSRFU 1.97% 941,746 $10M $10.14 +941,746 NEW
20 MRUS 1.97% 101,162 $10M $94.15 +101,162 NEW
21 RAAQU 1.91% 910,282 $9M $10.14 $7M +648,282 +247.4%
22 KCHV 1.88% 907,430 $9M $10.03 +907,430 NEW
23 TVAIR 1.70% 820,231 $8M $10.03 +820,231 NEW
24 OTGA 1.56% 750,000 $8M $10.07 +750,000 NEW
25 ALDF 1.51% 699,150 $7M $10.45 $7M +683,152 +4270.2%
26 CCIX 1.45% 668,024 $7M $10.48 $4M +343,339 +105.8%
27 RGTIW 1.29% 341,794 $6M $18.31 +341,794 NEW
28 PLAO 1.13% 450,000 $5M $12.10 +450,000 NEW
29 MBVIU 1.05% 500,237 $5M $10.12 +500,237 NEW
30 IMXI 0.94% 323,900 $5M $13.97 +323,900 NEW
31 CGCT 0.91% 440,507 $4M $10.05 $3M +334,978 +317.4%
32 VRNA 0.88% 40,000 $4M $106.71 +40,000 NEW
33 FCRS 0.78% 357,858 $4M $10.60 +357,858 NEW
34 AEXA 0.77% 340,611 $4M $10.93 +340,611 NEW
35 CNGL 0.74% 378,362 $4M $9.49 +378,362 NEW
36 XPAX 0.73% 335,020 $4M $10.50 +335,020 NEW
37 APACU 0.68% 330,499 $3M $9.97 +330,499 NEW
38 CEPO 0.65% 301,844 $3M $10.46 $2M +193,840 +179.5%
39 JOBY-WT 0.58% 468,817 $3M $6.00 $2M -19,683 -4.0%
40 VRNT 0.57% 136,061 $3M $20.25 +136,061 NEW
41 RAIN 0.49% 429,461 $2M $5.53 $998K -29,495 -6.4%
42 QUMSU 0.48% 229,999 $2M $10.13 +229,999 NEW
43 TVAIU 0.45% 214,143 $2M $10.18 +214,143 NEW
44 VLCN 0.45% 287,200 $2M $7.52 +287,200 NEW
45 USARW 0.43% 290,346 $2M $7.22 $2M +64,414 +28.5%
46 SPNS 0.43% 48,400 $2M $43.00 +48,400 NEW
47 DMIIU 0.41% 200,000 $2M $9.95 +200,000 NEW
48 INFA 0.38% 75,000 $2M $24.84 +75,000 NEW
49 CSLR 0.37% 1,012,031 $2M $1.76 -$482K -217,849 -17.7%
50 SBXD-UN 0.32% 150,000 $2M $10.47 +150,000 NEW
51 ATMC 0.32% 118,946 $2M $12.99 -$245K -33,932 -22.2%
52 AFAR 0.31% 123,389 $2M $12.34 +123,389 NEW
53 DAAQU 0.31% 147,602 $2M $10.19 $784K +78,868 +114.7%
54 HAIA 0.28% 109,194 $1M $12.60 +109,194 NEW
55 EVLVW 0.28% 1,834,980 $1M $0.73 $120K -383,185 -17.3%
56 TONX 0.27% 183,416 $1M $7.04 +183,416 NEW
57 AL 0.26% 19,900 $1M $63.65 +19,900 NEW
58 ACHR-WT 0.25% 561,000 $1M $2.19 -$664K -25,000 -4.3%
59 EB 0.21% 408,500 $1M $2.52 -$2M -571,000 -58.3%
60 IPEX 0.20% 93,305 $955K $10.24 +93,305 NEW
61 OBA 0.19% 94,814 $942K $9.93 +94,814 NEW
62 PPHP 0.18% 73,051 $865K $11.84 +73,051 NEW
63 BSAAU 0.16% 78,154 $794K $10.16 -$203K -21,164 -21.3%
64 FLFV 0.16% 2,167,580 $759K $0.35 +2,167,580 NEW
65 KDKRW 0.13% 594,868 $634K $1.06 +594,868 NEW
66 BTMWW 0.11% 2,238,174 $555K $0.25 -$441K -264,875 -10.6%
67 TACOW 0.11% 826,401 $554K $0.67 -$104K +1
68 AMPX-WT 0.11% 150,000 $549K $3.66 +150,000 NEW
69 CHGG 0.11% 343,800 $519K $1.51 -$24K -105,200 -23.4%
70 BZAIW 0.10% 793,489 $493K $0.62 $330K +368,550 +86.7%
71 WISH 0.09% 54,700 $437K $7.98 +54,700 NEW
72 DNA 0.07% 22,480 $328K $14.58 -$255K -29,320 -56.6%
73 CCCX 0.06% 24,000 $309K $12.86 +24,000 NEW
74 NKGN 0.06% 2,755,935 $303K $0.11 +2,755,935 NEW
75 LITS 0.06% 124,654 $302K $2.42 +124,654 NEW
76 VCICW 0.06% 175,962 $282K $1.60 $237K -9,121 -4.9%
77 CCIIU 0.06% 397,102 $278K $0.70 +397,102 NEW
78 BTBT 0.04% 72,500 $218K $3.00 -$220K -127,500 -63.8%
79 PEW-WT 0.04% 173,332 $217K $1.25 +173,332 NEW
80 CSLMR 0.04% 928,500 $204K $0.22 +928,500 NEW
81 SBET 0.04% 12,000 $204K $17.01 +12,000 NEW
82 FUSEW 0.03% 2,299,594 $161K $0.07 +2,299,594 NEW
83 TLGYW 0.03% 132,500 $159K $1.20 +132,500 NEW
84 APXI 0.03% 12,493 $148K $11.85 +12,493 NEW
85 AFJK 0.03% 12,196 $138K $11.32 -$38K -3,748 -23.5%
86 DMYY-UN 0.03% 10,639 $131K $12.30 -$1M -79,968 -88.3%
87 CLBR-WT 0.03% 65,000 $124K $1.91 -$173K -80,000 -55.2%
88 ADER 0.02% 512,076 $116K $0.23 +512,076 NEW
89 IXAQW 0.02% 937,333 $94K $0.10 +937,333 NEW
90 CHACU 0.02% 299,700 $93K $0.31 $25K +49,500 +19.8%
91 HGAS 0.02% 699,746 $78K $0.11 +699,746 NEW
92 IVCAW 0.01% 2,208,264 $68K $0.03 +2,208,264 NEW
93 ANSCW 0.01% 500,364 $68K $0.14 $65K +484,901 +3135.9%
94 IBACR 0.01% 817,547 $65K $0.08 $43K +269,600 +49.2%
95 ORIQW 0.01% 295,749 $53K $0.18 +295,749 NEW
96 VNME 0.01% 250,000 $50K $0.20 +250,000 NEW
97 RAINW 0.01% 294,766 $49K $0.16 $34K +155,976 +112.4%
98 ZPTA 0.01% 675,000 $44K $0.07 +675,000 NEW
99 EVGOW 0.01% 224,625 $43K $0.19 -$51K -200,000 -47.1%
100 WENNW 0.01% 76,708 $42K $0.55 +76,708 NEW

Options Breakdown

0 Calls $0 Call Value 1 Puts $812K Put Value

Top Puts

SymbolSharesValueStatus
MBB 250,000 $812K NEW

New Positions

SymbolValue% Port
CEPF $31M 6.30%
IVCB $24M 4.86%
BDCIU $22M 4.59%
VNMEU $20M 4.12%
XRPN $19M 3.84%
RITM-PD $17M 3.62%
BCSS $15M 3.12%
WENN $12M 2.38%
CYBR $11M 2.28%
FUSE $11M 2.23%
GSRFU $10M 1.97%
MRUS $10M 1.97%
KCHV $9M 1.88%
TVAIR $8M 1.70%
OTGA $8M 1.56%

Sold Out Positions

SymbolValue% Port
ACHR —%
SQNS —%
AERT —%
HTZ —%
MARA —%
HYG —%
IBIT —%
PCAPU —%
EVLV —%
PACH —%
RDNT —%
KLXE —%
WTGUU —%
ALCY —%
AXINU —%
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