Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Northern Right Capital Management, L.P. (CIK 1346543) reported $336.9M across 27 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FTAI ($36.0M, 10.69%), NWSA ($33.3M, 9.88%), TKO ($33.2M, 9.84%), SRTA ($25.8M, 7.65%), WULF ($19.1M, 5.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FTAI | FTAI AVIATION LTD | $36.0M | 10.69% | 133,190 | Added |
| 2 | NWSA | NEWS CORP NEW | $33.3M | 9.88% | 1.3M | Trimmed |
| 3 | TKO | TKO GROUP HOLDINGS INC | $33.2M | 9.84% | 164,754 | Added |
| 4 | SRTA | STRATA CRITICAL MEDICAL INC | $25.8M | 7.65% | 4.9M | Added |
| 5 | WULF | TERAWULF INC | $19.1M | 5.67% | 773,594 | New |
| 6 | HPE | HEWLETT PACKARD ENTERPRISE C | $18.0M | 5.35% | 399,868 | New |
| 7 | CTRI | CENTURI HOLDINGS INC | $16.1M | 4.77% | 531,148 | Trimmed |
| 8 | CORZ | CORE SCIENTIFIC INC NEW | $15.9M | 4.73% | 622,587 | New |
| 9 | HUT | HUT 8 CORP | $15.9M | 4.71% | 137,356 | Trimmed |
| 10 | SATS | ECHOSTAR CORP | $15.6M | 4.62% | 153,377 | Trimmed |
| 11 | DUOT | DUOS TECHNOLOGIES GROUP INC | $14.6M | 4.34% | 1.2M | Added |
| 12 | ZM | ZOOM COMMUNICATIONS INC | $13.6M | 4.02% | 157,049 | New |
| 13 | EBAY | EBAY INC. | $10.4M | 3.08% | 93,000 | Added |
| 14 | ARES | ARES MANAGEMENT CORPORATION | $9.5M | 2.80% | 84,903 | Trimmed |
| 15 | LODE | COMSTOCK INC | $9.3M | 2.77% | 2.2M | New |
| 16 | GEG | GREAT ELM GROUP INC | $9.3M | 2.75% | 4.2M | Hold |
| 17 | APO | APOLLO GLOBAL MGMT INC | $7.3M | 2.15% | 61,339 | Hold |
| 18 | YUM | YUM BRANDS INC | $6.4M | 1.90% | 40,000 | New |
| 19 | BEP | BROOKFIELD RENEWABLE ENERGY | $6.2M | 1.85% | 179,871 | Added |
| 20 | NBIS | NEBIUS GROUP N.V. | $4.2M | 1.25% | 15,290 | Trimmed |
| 21 | ET | ENERGY TRANSFER L P | $4.1M | 1.21% | 212,512 | Hold |
| 22 | NWS | NEWS CORP NEW | $3.9M | 1.17% | 140,459 | Hold |
| 23 | PURR | HYPERLIQUID STRATEGIES INC | $2.8M | 0.82% | 350,000 | New |
| 24 | SPHR | SPHERE ENTERTAINMENT CO | $2.6M | 0.77% | 15,000 | New |
| 25 | GECC | GREAT ELM CAP CORP | $2.1M | 0.62% | 383,971 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30