325 Capital
Latest statistics and disclosures from 325 Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ASTH, MGNI, APEI, BLBD, SPIR, and represent 74.99% of 325 Capital's stock portfolio.
- Added to shares of these 6 stocks: MGNI (+$27M), SPIR (+$20M), AIOT (+$5.5M), LFCR, MSAI, BLBD.
- Started 1 new stock position in MSAI.
- Reduced shares in these 2 stocks: ASTH (-$11M), Infrared Cameras Hldgs (-$6.1M).
- Sold out of its position in Infrared Cameras Hldgs.
- 325 Capital was a net buyer of stock by $46M.
- 325 Capital has $420M in assets under management (AUM), dropping by 52.83%.
- Central Index Key (CIK): 0001873893
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Positions held by 325 Capital consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for 325 Capital
325 Capital holds 12 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Astrana Health Com New (ASTH) | 17.9 | $75M | -12% | 1.6M | 46.41 |
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| Magnite Ord (MGNI) | 15.4 | $65M | +70% | 3.4M | 18.98 |
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| American Public Education (APEI) | 15.2 | $64M | 1.2M | 53.70 |
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| Blue Bird Corp (BLBD) | 13.4 | $56M | +4% | 711k | 78.96 |
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| Spire Global Com Cl A New (SPIR) | 13.2 | $55M | +58% | 3.0M | 18.60 |
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| Motorcar Parts of America (MPAA) | 7.4 | $31M | 2.0M | 15.32 |
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| Diebold Nixdorf Com Shs (DBD) | 4.9 | $21M | 242k | 85.02 |
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| Powerfleet (AIOT) | 4.8 | $20M | +37% | 5.3M | 3.83 |
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| Landec Corporation (LFCR) | 3.6 | $15M | +33% | 2.9M | 5.25 |
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| Biote Corp Class A Com (BTMD) | 2.0 | $8.6M | 4.5M | 1.89 |
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| TransAct Technologies Incorporated (TACT) | 1.4 | $5.9M | 1.0M | 5.84 |
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| MultiSensor AI Holdings (MSAI) | 0.8 | $3.5M | NEW | 662k | 5.21 |
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Past Filings by 325 Capital
SEC 13F filings are viewable for 325 Capital going back to 2021
- 325 Capital 2026 Q2 filed Aug. 14, 2026
- 325 Capital 2026 Q1 filed May 15, 2026
- 325 Capital 2025 Q4 filed Feb. 17, 2026
- 325 Capital 2025 Q3 filed Nov. 14, 2025
- 325 Capital 2025 Q2 filed Aug. 14, 2025
- 325 Capital 2025 Q1 filed May 15, 2025
- 325 Capital 2024 Q4 filed Feb. 14, 2025
- 325 Capital 2024 Q3 filed Nov. 14, 2024
- 325 Capital 2024 Q2 filed Aug. 14, 2024
- 325 Capital 2024 Q1 filed May 15, 2024
- 325 Capital 2023 Q4 filed Feb. 14, 2024
- 325 Capital 2023 Q3 filed Nov. 14, 2023
- 325 Capital 2023 Q2 filed Aug. 14, 2023
- 325 Capital 2023 Q1 filed May 15, 2023
- 325 Capital 2022 Q4 filed Feb. 14, 2023
- 325 Capital 2022 Q3 filed Nov. 14, 2022