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NOTABLE CAPITAL MANAGEMENT, L.L.C.

Q4 2025 · Filed 2026-02-13
Market Value
$73M
-6.6%
Holdings
8
New Purchases
1
Added To
1
Closed
0
Reduced
3
Top 10 Concentration
100.0%
Turnover
12.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
YMM 11.86% 0.00% +11.86% $9M
OPEN 2.59% 2.30% +0.29% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BZ 65.46% 70.48% -5.03% $48M
QSG 5.37% 8.86% -3.49% $4M
IBTA 11.38% 13.03% -1.65% $8M
API 2.06% 3.65% -1.59% $2M
BZAI 0.44% 0.72% -0.28% $319K
BIGC 0.84% 0.95% -0.11% $617K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 3 $59M 79.9%
Small Cap 4 $14M 19.7%
Micro Cap 1 $319K 0.4%

Portfolio Analytics

Avg Market Cap
$2.6B
Median Market Cap
$841M
Avg P/E
20.5
Median P/E
14.4
Avg Dividend Yield
0.00%
Avg Beta
0.61
# Stocks
8
# ETFs / Funds
0

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BZ 65.46% 2,354,269 $48M $20.38 -$7M -12,495 -0.5%
2 YMM 11.86% 810,448 $9M $10.73 +810,448 NEW
3 IBTA 11.38% 367,032 $8M $22.73 -$2M
4 QSG 5.37% 770,650 $4M $5.11 -$3M -1
5 OPEN 2.59% 325,311 $2M $5.83 $92K +98,944 +43.7%
6 API 2.06% 371,472 $2M $4.07 -$1M -378,528 -50.5%
7 BIGC 0.84% 149,721 $617K $4.12 -$130K
8 BZAI 0.44% 163,670 $319K $1.95 -$246K

New Positions

SymbolValue% Port
YMM $9M 11.86%
View SEC EDGAR Filings for NOTABLE CAPITAL MANAGEMENT, L.L.C. →

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