Becker Drapkin Management

Latest statistics and disclosures from Northern Right Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NWSA, HHH, APO, HUT, MSGE, and represent 40.51% of Northern Right Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: NCLH (+$20M), DBRG (+$16M), PINS (+$16M), FOX (+$13M), SATS (+$11M), VRT (+$8.9M), CTRI (+$6.8M), DUOT (+$5.7M), RITM, NWSA.
  • Started 8 new stock positions in NCLH, SMRT, DBRG, FOX, CTRI, SATS, VRT, DUOT.
  • Reduced shares in these 10 stocks: CORZ (-$29M), IAC (-$21M), CART (-$17M), TRU (-$14M), HUT (-$10M), FIP (-$5.5M), MGM, TPB, CIFR, ET.
  • Sold out of its positions in CIFR, CORZ, FIP, IAC, MGM, PBPB, TRU, TPB.
  • Northern Right Capital Management was a net buyer of stock by $13M.
  • Northern Right Capital Management has $323M in assets under management (AUM), dropping by 10.65%.
  • Central Index Key (CIK): 0001346543

Tip: Access up to 7 years of quarterly data

Positions held by Becker Drapkin Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Northern Right Capital Management

Northern Right Capital Management holds 24 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
News Corp Cl A (NWSA) 11.1 $36M +12% 1.2M 30.71
 View chart
Howard Hughes Holdings (HHH) 7.7 $25M +15% 303k 82.17
 View chart
Apollo Global Mgmt (APO) 7.7 $25M +7% 186k 133.27
 View chart
Hut 8 Corp (HUT) 7.4 $24M -29% 685k 34.81
 View chart
Madison Square Garden Entmt Com Cl A (MSGE) 6.7 $22M +20% 476k 45.24
 View chart
Pinterest Cl A (PINS) 6.6 $21M +275% 661k 32.17
 View chart
Tko Group Holdings Cl A (TKO) 6.4 $21M +15% 102k 201.96
 View chart
Norwegian Cruise Line Hldg L SHS (NCLH) 6.0 $20M NEW 791k 24.63
 View chart
Rithm Capital Corp Com New (RITM) 6.0 $19M +33% 1.7M 11.39
 View chart
Digitalbridge Group Cl A New (DBRG) 5.0 $16M NEW 1.4M 11.70
 View chart
Ares Management Corporation Cl A Com Stk (ARES) 4.2 $14M 84k 159.89
 View chart
Fox Corp Cl B Com (FOX) 4.0 $13M NEW 227k 57.29
 View chart
Echostar Corp Cl A (SATS) 3.4 $11M NEW 145k 76.36
 View chart
Great Elm Group Com New (GEG) 3.2 $10M 4.2M 2.45
 View chart
Vertiv Holdings Com Cl A (VRT) 2.7 $8.9M NEW 59k 150.86
 View chart
Great Elm Cap Corp Com New (GECC) 2.5 $8.0M 799k 10.02
 View chart
Centuri Holdings Com Shs (CTRI) 2.1 $6.8M NEW 321k 21.17
 View chart
Duos Technologies Group (DUOT) 1.8 $5.7M NEW 778k 7.36
 View chart
News Corp CL B (NWS) 1.5 $4.9M +11% 141k 34.55
 View chart
Energy Transfer Com Ut Ltd Ptn (ET) 1.2 $4.0M -16% 232k 17.16
 View chart
Smartrent Com Cl A (SMRT) 1.2 $3.7M NEW 2.7M 1.41
 View chart
MPLX Com Unit Rep Ltd (MPLX) 0.7 $2.4M -7% 47k 49.95
 View chart
Brookfield Renewable Partner Partnership Unit (BEP) 0.6 $2.0M +18% 77k 25.79
 View chart
Maplebear (CART) 0.3 $1.1M -93% 30k 36.76
 View chart

Past Filings by Northern Right Capital Management

SEC 13F filings are viewable for Northern Right Capital Management going back to 2011

View all past filings