Becker Drapkin Management
Latest statistics and disclosures from Northern Right Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NWSA, FTAI, HHH, TKO, SATS, and represent 45.45% of Northern Right Capital Management's stock portfolio.
- Added to shares of these 10 stocks: NDAQ (+$19M), NFLX (+$14M), SRTA (+$5.1M), NWSA (+$5.1M), HHH, CDRE, EBAY, SMRT, NBIS, DUOT.
- Started 6 new stock positions in MITT, NFLX, CDRE, EBAY, NBIS, NDAQ.
- Reduced shares in these 10 stocks: DBRG (-$27M), FOX (-$24M), HUT (-$20M), MSGE (-$20M), SATS (-$11M), FLUT (-$8.3M), APO (-$7.9M), RITM, ARES, FTAI.
- Sold out of its positions in DBRG, FOX, LION, MPLX, MSGE, CART, SSTI, FLUT.
- Northern Right Capital Management was a net seller of stock by $-78M.
- Northern Right Capital Management has $281M in assets under management (AUM), dropping by -26.22%.
- Central Index Key (CIK): 0001346543
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Portfolio Holdings for Northern Right Capital Management
Northern Right Capital Management holds 25 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| News Corp Cl A (NWSA) | 12.4 | $35M | +16% | 1.4M | 24.93 |
|
| Ftai Aviation SHS (FTAI) | 9.0 | $25M | -9% | 103k | 245.00 |
|
| Howard Hughes Holdings (HHH) | 8.6 | $24M | +13% | 383k | 63.26 |
|
| Tko Group Holdings Cl A (TKO) | 8.5 | $24M | -8% | 118k | 201.65 |
|
| Echostar Corp Cl A (SATS) | 7.0 | $20M | -35% | 167k | 117.07 |
|
| Nasdaq Omx (NDAQ) | 6.9 | $19M | NEW | 228k | 84.89 |
|
| Strata Critical Medical Cl A Com (SRTA) | 6.1 | $17M | +42% | 4.1M | 4.18 |
|
| Centuri Holdings Com Shs (CTRI) | 5.8 | $16M | 559k | 29.21 |
|
|
| Netflix (NFLX) | 4.9 | $14M | NEW | 142k | 96.15 |
|
| Rithm Capital Corp Com New (RITM) | 4.7 | $13M | -22% | 1.4M | 9.48 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 3.8 | $11M | -20% | 98k | 109.10 |
|
| Hut 8 Corp (HUT) | 3.0 | $8.5M | -70% | 180k | 46.91 |
|
| Great Elm Group Com New (GEG) | 2.8 | $7.9M | 4.2M | 1.87 |
|
|
| Smartrent Com Cl A (SMRT) | 2.7 | $7.5M | +43% | 5.0M | 1.50 |
|
| Duos Technologies Group (DUOT) | 2.6 | $7.4M | +38% | 1.1M | 6.86 |
|
| Apollo Global Mgmt (APO) | 2.4 | $6.8M | -53% | 61k | 111.42 |
|
| Brookfield Renewable Energy Partnership Unit (BEP) | 1.9 | $5.2M | 159k | 32.64 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.5 | $4.1M | 213k | 19.30 |
|
|
| News Corp CL B (NWS) | 1.4 | $4.0M | 141k | 28.51 |
|
|
| Cadre Hldgs (CDRE) | 1.0 | $2.7M | NEW | 88k | 30.68 |
|
| eBay (EBAY) | 0.8 | $2.3M | NEW | 25k | 91.02 |
|
| Nebius Group Shs Class A (NBIS) | 0.7 | $2.1M | NEW | 20k | 103.76 |
|
| Apartment Invt & Mgmt Cl A (AIV) | 0.7 | $2.0M | +32% | 479k | 4.07 |
|
| Great Elm Cap Corp Com New (GECC) | 0.7 | $1.9M | -51% | 384k | 5.01 |
|
| Tpg Mtg Invts Tr Com New (MITT) | 0.2 | $468k | NEW | 64k | 7.31 |
|
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 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
- Northern Right Capital Management 2022 Q2 filed Aug. 15, 2022