Becker Drapkin Management
Latest statistics and disclosures from Northern Right Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FTAI, NWSA, TKO, SRTA, WULF, and represent 43.74% of Northern Right Capital Management's stock portfolio.
- Added to shares of these 10 stocks: WULF (+$19M), HPE (+$18M), CORZ (+$16M), ZM (+$14M), TKO (+$9.4M), LODE (+$9.3M), FTAI (+$8.1M), EBAY (+$7.6M), YUM (+$6.4M), SRTA.
- Started 9 new stock positions in YUM, HPE, ZM, CORZ, ADEA, PURR, LODE, WULF, SPHR.
- Reduced shares in these 10 stocks: HHH (-$24M), NDAQ (-$19M), NFLX (-$14M), RITM (-$13M), SMRT (-$7.5M), HUT, CDRE, ARES, NWSA, Echostar Corporation.
- Sold out of its positions in MITT, CDRE, HHH, NDAQ, NFLX, RITM, SMRT.
- Northern Right Capital Management was a net buyer of stock by $27M.
- Northern Right Capital Management has $337M in assets under management (AUM), dropping by 19.91%.
- 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 csv
Download as Excel
Portfolio Holdings for Northern Right Capital Management
Northern Right Capital Management holds 27 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 | |
|---|---|---|---|---|---|---|
| Ftai Aviation SHS (FTAI) | 10.7 | $36M | +28% | 133k | 270.53 |
|
| News Corp Cl A (NWSA) | 9.9 | $33M | -4% | 1.3M | 24.83 |
|
| Tko Group Holdings Cl A (TKO) | 9.8 | $33M | +39% | 165k | 201.31 |
|
| Strata Critical Medical Cl A Com (SRTA) | 7.6 | $26M | +19% | 4.9M | 5.27 |
|
| Terawulf (WULF) | 5.7 | $19M | NEW | 774k | 24.70 |
|
| Hewlett Packard Enterprise (HPE) | 5.4 | $18M | NEW | 400k | 45.11 |
|
| Centuri Holdings Com Shs (CTRI) | 4.8 | $16M | -5% | 531k | 30.24 |
|
| Core Scientific (CORZ) | 4.7 | $16M | NEW | 623k | 25.59 |
|
| Hut 8 Corp (HUT) | 4.7 | $16M | -23% | 137k | 115.44 |
|
| Echostar Corp Cl A | 4.6 | $16M | -8% | 153k | 101.50 |
|
| Duos Technologies Group (DUOT) | 4.3 | $15M | +13% | 1.2M | 12.00 |
|
| Zoom Communications Cl A (ZM) | 4.0 | $14M | NEW | 157k | 86.31 |
|
| eBay (EBAY) | 3.1 | $10M | +272% | 93k | 111.75 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 2.8 | $9.5M | -13% | 85k | 111.31 |
|
| Comstock Com Shs (LODE) | 2.8 | $9.3M | NEW | 2.2M | 4.16 |
|
| Great Elm Group Com New (GEG) | 2.7 | $9.3M | 4.2M | 2.18 |
|
|
| Apollo Global Mgmt (APO) | 2.2 | $7.3M | 61k | 118.31 |
|
|
| Yum! Brands (YUM) | 1.9 | $6.4M | NEW | 40k | 159.86 |
|
| Brookfield Renewable Energy Partnership Unit (BEP) | 1.9 | $6.2M | +12% | 180k | 34.73 |
|
| Nebius Group Shs Class A (NBIS) | 1.3 | $4.2M | -23% | 15k | 276.17 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.2 | $4.1M | 213k | 19.12 |
|
|
| News Corp CL B (NWS) | 1.2 | $3.9M | 141k | 28.06 |
|
|
| Hyperliquid Strategies (PURR) | 0.8 | $2.8M | NEW | 350k | 7.87 |
|
| Sphere Entertainment Cl A (SPHR) | 0.8 | $2.6M | NEW | 15k | 173.03 |
|
| Great Elm Cap Corp Com New (GECC) | 0.6 | $2.1M | 384k | 5.45 |
|
|
| Apartment Invt & Mgmt Cl A (AIV) | 0.4 | $1.4M | 479k | 2.97 |
|
|
| Adeia (ADEA) | 0.1 | $501k | NEW | 15k | 32.93 |
|
Past Filings by Northern Right Capital Management
SEC 13F filings are viewable for Northern Right Capital Management going back to 2011
- Northern Right Capital Management 2026 Q2 filed Aug. 14, 2026
- Northern Right Capital Management 2026 Q1 filed May 15, 2026
- Northern Right Capital Management 2025 Q4 filed Feb. 17, 2026
- Northern Right Capital Management 2025 Q3 filed Nov. 14, 2025
- Northern Right Capital Management 2025 Q2 restated filed Aug. 15, 2025
- Northern Right Capital Management 2025 Q1 filed May 15, 2025
- Northern Right Capital Management 2024 Q4 filed Feb. 14, 2025
- Northern Right Capital Management 2024 Q3 filed Nov. 14, 2024
- Northern Right Capital Management 2024 Q2 filed Aug. 14, 2024
- Northern Right Capital Management 2024 Q1 filed May 15, 2024
- Northern Right Capital Management 2023 Q4 filed Feb. 14, 2024
- Northern Right Capital Management 2023 Q3 filed Nov. 14, 2023
- Northern Right Capital Management 2023 Q2 filed Aug. 14, 2023
- Northern Right Capital Management 2023 Q1 filed May 15, 2023
- Northern Right Capital Management 2022 Q4 filed Feb. 14, 2023
- Northern Right Capital Management 2022 Q3 filed Nov. 15, 2022