Becker Drapkin Management

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

  • Top 5 stock holdings are NWSA, SATS, HUT, DBRG, HHH, and represent 36.98% of Northern Right Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: FTAI (+$22M), SRTA (+$14M), SATS (+$12M), FOX (+$9.6M), FLUT (+$8.3M), ARES (+$6.3M), CTRI (+$6.0M), DBRG (+$5.7M), TKO (+$5.5M), HHH.
  • Started 6 new stock positions in SRTA, FLUT, LION, SSTI, AIV, FTAI.
  • Reduced shares in these 8 stocks: PINS (-$21M), , VRT (-$8.9M), APO (-$7.8M), MSGE (-$5.9M), HUT, MPLX, ET.
  • Sold out of its positions in PINS, VRT, NCLH.
  • Northern Right Capital Management was a net buyer of stock by $35M.
  • Northern Right Capital Management has $381M in assets under management (AUM), dropping by 17.86%.
  • Central Index Key (CIK): 0001346543

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Portfolio Holdings for Northern Right Capital Management

Northern Right Capital Management holds 27 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
News Corp Cl A (NWSA) 8.2 $31M +2% 1.2M 26.12
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Echostar Corp Cl A (SATS) 7.4 $28M +78% 258k 108.70
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Hut 8 Corp (HUT) 7.3 $28M -11% 603k 45.94
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Digitalbridge Group Cl A New (DBRG) 7.1 $27M +26% 1.8M 15.34
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Howard Hughes Holdings (HHH) 7.1 $27M +11% 337k 79.77
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Tko Group Holdings Cl A (TKO) 7.0 $27M +25% 128k 209.00
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Fox Corp Cl B Com (FOX) 6.4 $24M +64% 375k 64.93
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Ftai Aviation SHS (FTAI) 5.9 $22M NEW 114k 196.85
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Ares Management Corporation Cl A Com Stk (ARES) 5.2 $20M +46% 123k 161.63
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Rithm Capital Corp Com New (RITM) 5.2 $20M +7% 1.8M 10.90
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Madison Square Garden Entmt Com Cl A (MSGE) 5.2 $20M -23% 366k 53.89
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Apollo Global Mgmt (APO) 5.0 $19M -29% 132k 144.76
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Centuri Holdings Com Shs (CTRI) 3.7 $14M +73% 558k 25.25
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Strata Critical Medical Cl A Com (SRTA) 3.6 $14M NEW 2.9M 4.81
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Great Elm Group Com New (GEG) 2.8 $11M 4.2M 2.55
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Duos Technologies Group (DUOT) 2.3 $8.7M 778k 11.25
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Flutter Entmt SHS (FLUT) 2.2 $8.3M NEW 39k 215.04
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Smartrent Com Cl A (SMRT) 1.8 $7.0M +31% 3.5M 2.02
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Great Elm Cap Corp Com New (GECC) 1.5 $5.6M 799k 7.04
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Brookfield Renewable Partner Partnership Unit (BEP) 1.1 $4.4M +111% 162k 26.97
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News Corp CL B (NWS) 1.1 $4.2M 141k 29.63
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Energy Transfer Com Ut Ltd Ptn (ET) 0.9 $3.5M -8% 213k 16.49
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Apartment Invt & Mgmt Cl A (AIV) 0.6 $2.2M NEW 363k 5.94
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MPLX Com Unit Rep Ltd (MPLX) 0.5 $1.9M -26% 35k 53.37
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Maplebear (CART) 0.4 $1.3M 30k 44.98
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Lionsgate Studios Corp (LION) 0.3 $1.2M NEW 131k 9.13
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Shotspotter (SSTI) 0.2 $741k NEW 92k 8.03
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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