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Asset Manager ← All Institutions

METEORA CAPITAL, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$666M
+37.6%
Holdings
251
+67
New Purchases
97
Added To
34
Closed
49
Reduced
38
Top 10 Concentration
39.9%
Turnover
58.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CRANU 3.99% 0.00% +3.99% $27M
CEPO 4.61% 0.65% +3.96% $31M
ETHM 3.82% 0.00% +3.82% $25M
BLZR 3.35% 0.00% +3.35% $22M
NWAX-UN 3.13% 0.00% +3.13% $21M
DNMX 2.90% 0.00% +2.90% $19M
BDCI 2.75% 0.00% +2.75% $18M
DAY 2.74% 0.00% +2.74% $18M
EXAS 2.19% 0.00% +2.19% $15M
HCACU 1.74% 0.00% +1.74% $12M
CEPV 1.69% 0.00% +1.69% $11M
HOLX 1.50% 0.00% +1.50% $10M
RNAM 1.44% 0.00% +1.44% $10M
FIGXU 1.39% 0.00% +1.39% $9M
CWAN 1.26% 0.00% +1.26% $8M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BDCIU 0.19% 4.59% -4.40% $1M
VNMEU 0.00% 4.12% -4.12% $0
RITM-PD 0.00% 3.62% -3.62% $0
BCSS 0.00% 3.12% -3.12% $0
CEPF 3.28% 6.30% -3.03% $22M
CEPT 0.00% 2.80% -2.80% $0
FYBR 1.65% 3.66% -2.01% $11M
GSRFU 0.00% 1.97% -1.97% $0
MRUS 0.00% 1.97% -1.97% $0
FUSE 0.27% 2.23% -1.96% $2M
JACS 1.21% 3.09% -1.88% $8M
KCHV 0.00% 1.88% -1.88% $0
RAAQU 0.23% 1.91% -1.68% $2M
GTEN 3.85% 5.43% -1.58% $26M
OTGA 0.00% 1.56% -1.56% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 9 $80M 12.0%
Mid Cap 15 $37M 5.5%
Small Cap 57 $317M 47.6%
Micro Cap 170 $233M 34.9%

Portfolio Analytics

Avg Market Cap
$1.3B
Median Market Cap
$114M
Avg P/E
47.6
Median P/E
35.4
Avg Dividend Yield
546.97%
Avg Beta
0.71
# Stocks
250
# ETFs / Funds
1

Top Holdings (251 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CEPO 4.61% 2,949,729 $31M $10.41 $28M +2,647,885 +877.2%
2 XRPN 4.58% 2,974,719 $30M $10.24 $12M +1,193,634 +67.0%
3 RDAGU 4.52% 2,970,000 $30M $10.13 $6M +617,337 +26.2%
4 CAEP 4.27% 2,783,768 $28M $10.20 $13M +1,331,485 +91.7%
5 CRANU 3.99% 2,639,790 $27M $10.07 +2,639,790 NEW
6 GTEN 3.85% 2,500,000 $26M $10.25 -$629K -71,402 -2.8%
7 ETHM 3.82% 2,473,400 $25M $10.29 +2,473,400 NEW
8 IVCB 3.61% 2,000,000 $24M $12.00 $468K
9 BLZR 3.35% 2,225,911 $22M $10.01 +2,225,911 NEW
10 CEPF 3.28% 2,122,416 $22M $10.28 -$9M -872,392 -29.1%
11 NWAX-UN 3.13% 1,998,502 $21M $10.41 +1,998,502 NEW
12 DNMX 2.90% 1,950,914 $19M $9.89 +1,950,914 NEW
13 BDCI 2.75% 1,831,855 $18M $10.01 +1,831,855 NEW
14 DAY 2.74% 264,000 $18M $69.16 +264,000 NEW
15 EXAS 2.19% 143,800 $15M $101.56 +143,800 NEW
16 MBB 2.10% 146,600 $14M $95.22 $2M +22,600 +18.2%
17 WENN 1.87% 1,231,370 $12M $10.10 $927K +94,072 +8.3%
18 TVAIR 1.77% 1,166,559 $12M $10.12 $4M +346,328 +42.2%
19 HCACU 1.74% 1,153,708 $12M $10.02 +1,153,708 NEW
20 CYBR 1.73% 25,770 $11M $446.06 $479K +2,970 +13.0%
21 CEPV 1.69% 1,095,260 $11M $10.25 +1,095,260 NEW
22 FYBR 1.65% 288,692 $11M $38.07 -$7M -186,107 -39.2%
23 CCIX 1.52% 949,652 $10M $10.63 $3M +281,628 +42.2%
24 HOLX 1.50% 134,196 $10M $74.49 +134,196 NEW
25 RNAM 1.44% 133,000 $10M $72.13 +133,000 NEW
26 FIGXU 1.39% 922,641 $9M $10.06 +922,641 NEW
27 CWAN 1.26% 347,000 $8M $24.12 +347,000 NEW
28 ALDF 1.23% 777,447 $8M $10.49 $849K +78,297 +11.2%
29 JACS 1.21% 770,492 $8M $10.42 -$7M -669,101 -46.5%
30 YCY-UN 1.19% 799,992 $8M $9.94 +799,992 NEW
31 PELIR 1.15% 751,469 $8M $10.15 +751,469 NEW
32 SCIIU 1.10% 726,733 $7M $10.07 +726,733 NEW
33 FOLD 1.09% 507,951 $7M $14.24 +507,951 NEW
34 YCY 0.96% 597,209 $6M $10.67 +597,209 NEW
35 MLAC 0.91% 579,318 $6M $10.40 +579,318 NEW
36 VHCPU 0.85% 563,920 $6M $10.02 +563,920 NEW
37 IPCXU 0.80% 524,905 $5M $10.14 -$5M -511,327 -49.3%
38 NHIC 0.74% 474,424 $5M $10.36 +474,424 NEW
39 IRHOU 0.72% 484,600 $5M $9.95 +484,600 NEW
40 AL 0.72% 75,000 $5M $64.23 $4M +55,100 +276.9%
41 COLA 0.70% 445,858 $5M $10.39 +445,858 NEW
42 KDKRW 0.68% 2,979,478 $5M $1.53 $4M +2,384,610 +400.9%
43 VACI 0.68% 458,142 $5M $9.90 +458,142 NEW
44 CGCT 0.68% 439,975 $5M $10.30 $105K -532 -0.1%
45 TACH 0.67% 435,892 $4M $10.25 +435,892 NEW
46 TLNC 0.67% 438,895 $4M $10.11 +438,895 NEW
47 CNGL 0.54% 378,362 $4M $9.49
48 COPL 0.54% 349,827 $4M $10.20 +349,827 NEW
49 PLYM 0.53% 160,219 $4M $21.88 +160,219 NEW
50 ANSC 0.52% 310,000 $3M $11.19 +310,000 NEW
51 SMLR 0.50% 219,813 $3M $15.29 +219,813 NEW
52 TDAC 0.43% 270,843 $3M $10.46 +270,843 NEW
53 BLUW 0.39% 253,839 $3M $10.32 +253,839 NEW
54 BLRKU 0.38% 250,000 $2M $10.00 +250,000 NEW
55 DAAQU 0.36% 237,120 $2M $10.16 $905K +89,518 +60.6%
56 SEE 0.34% 55,003 $2M $41.43 +55,003 NEW
57 RAIN 0.33% 378,222 $2M $5.84 -$166K -51,239 -11.9%
58 EB 0.29% 438,068 $2M $4.45 $920K +29,568 +7.2%
59 IMXI 0.27% 119,028 $2M $15.36 -$3M -204,872 -63.2%
60 FUSE 0.27% 1,088,350 $2M $1.65 -$9M +196,420 +22.0%
61 CFLT 0.25% 54,500 $2M $30.24 +54,500 NEW
62 0YY7.L 0.24% 104,700 $2M $15.34 +104,700 NEW
63 RAAQU 0.23% 149,820 $2M $10.22 -$8M -760,462 -83.5%
64 LWACU 0.23% 150,000 $2M $10.03 +150,000 NEW
65 IPODU 0.22% 146,615 $1M $10.19 +146,615 NEW
66 BDCIU 0.19% 127,420 $1M $10.14 -$21M -2,072,580 -94.2%
67 IPEX 0.17% 110,925 $1M $10.28 $185K +17,620 +18.9%
68 HVMC 0.15% 100,000 $1M $10.00 +100,000 NEW
69 ITHAU 0.15% 99,800 $996K $9.98 +99,800 NEW
70 SVAQU 0.15% 100,000 $994K $9.95 +100,000 NEW
71 CSLR 0.14% 606,567 $952K $1.57 -$829K -405,464 -40.1%
72 IPEXR 0.14% 1,135,076 $908K $0.80 $882K +1,092,295 +2553.2%
73 PPHP 0.13% 73,051 $865K $11.84
74 CDTX 0.13% 3,801 $840K $220.89 +3,801 NEW
75 TVACW 0.11% 828,514 $746K $0.90 +828,514 NEW
76 SBXD-UN 0.11% 70,000 $741K $10.58 -$830K -80,000 -53.3%
77 AACB 0.11% 70,773 $729K $10.30 +70,773 NEW
78 MESHU 0.11% 70,361 $704K $10.00 +70,361 NEW
79 SZZLU 0.09% 58,273 $592K $10.16 +58,273 NEW
80 TGNA 0.08% 26,000 $505K $19.41 +26,000 NEW
81 FLFV 0.07% 1,837,027 $480K $0.26 -$279K -330,553 -15.2%
82 GSHRU 0.07% 42,582 $437K $10.27 +42,582 NEW
83 WISH 0.06% 54,700 $415K $7.58 -$22K
84 CHGG 0.06% 443,800 $413K $0.93 -$106K +100,000 +29.1%
85 VCIC 0.06% 37,465 $403K $10.77 +37,465 NEW
86 VNME 0.05% 1,437,308 $359K $0.25 $309K +1,187,308 +474.9%
87 BDCIW 0.05% 794,872 $358K $0.45 +794,872 NEW
88 CCIIU 0.05% 458,921 $321K $0.70 $43K +61,819 +15.6%
89 TACOW 0.05% 826,401 $306K $0.37 -$248K
90 BLZRW 0.04% 609,529 $293K $0.48 +609,529 NEW
91 ANSCW 0.04% 902,061 $289K $0.32 $221K +401,697 +80.3%
92 CCXIU 0.03% 22,500 $230K $10.21 +22,500 NEW
93 BTBT 0.03% 250,000 $230K $0.92 $12K +177,500 +244.8%
94 ZPTA 0.03% 133,267 $211K $1.58 $167K -541,733 -80.3%
95 BTMWW 0.03% 1,874,939 $211K $0.11 -$345K -363,235 -16.2%
96 DNA 0.03% 22,100 $184K $8.31 -$144K -380 -1.7%
97 TONX 0.03% 87,716 $175K $1.99 -$1M -95,700 -52.2%
98 HI 0.02% 5,000 $159K $31.72 +5,000 NEW
99 CRACR 0.02% 782,026 $149K $0.19 +782,026 NEW
100 RAINW 0.02% 558,668 $140K $0.25 $91K +263,902 +89.5%

Options Breakdown

1 Calls $10K Call Value 5 Puts $1M Put Value 115.28 P/C Ratio

Top Calls

SymbolSharesValueStatus
OGN 1,000 $10K NEW

Top Puts

SymbolSharesValueStatus
IBIT 2,500 $1M NEW
IMXI 739 $46K NEW
CTLP 2,499 $44K NEW
CEPO 1 $374 NEW
MBB $0 SOLD

New Positions

SymbolValue% Port
CRANU $27M 3.99%
ETHM $25M 3.82%
BLZR $22M 3.35%
NWAX-UN $21M 3.13%
DNMX $19M 2.90%
BDCI $18M 2.75%
DAY $18M 2.74%
EXAS $15M 2.19%
HCACU $12M 1.74%
CEPV $11M 1.69%
HOLX $10M 1.50%
RNAM $10M 1.44%
FIGXU $9M 1.39%
CWAN $8M 1.26%
YCY-UN $8M 1.19%

Sold Out Positions

SymbolValue% Port
AEXA —%
BCSS —%
FCRS —%
CEPT —%
LIMN —%
BSAAU —%
APACU —%
LITS —%
OTGA —%
SBET —%
KWMWW —%
AFJK —%
MBVIU —%
QUMSU —%
RITM-PD —%
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