Arrington Capital Management, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Arrington Capital Management, LLC disclosed 15 US equity positions worth $90.9m in its Q4 2025 13F filing. The largest position was ARMADA ACQUISITION CORP II at 65.3% of the reported book, followed by UPXI and PURR.
What did Arrington Capital Management, LLC own in Q4 2025? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ARMADA ACQUISITION CORP II | 65.3% | $59.4m | 5,796,000 | – | ||
| 2 | UPXI UPEXI INC | 5.1% | $4.6m | 2,760,107 | – | ||
| 3 | PURR HYPERLIQUID STRATEGIES INC | Financial Services | 5.0% | $4.6m | 1,280,001 | – | |
| 4 | SVIA PROCAP FINL INC | 4.9% | $4.4m | 1,250,000 | – | ||
| 5 | ZOOZ STRATEGY LTD | 4.8% | $4.4m | 9,967,378 | – | ||
| 6 | SUI GROUP HOLDINGS LIMITED | 3.1% | $2.8m | 1,660,510 | – | ||
| 7 | CEA INDUSTRIES INC | 2.3% | $2.1m | 320,545 | – | ||
| 8 | BRERA HOLDINGS PLC | 2.3% | $2.1m | 1,099,049 | – | ||
| 9 | SOLANA CO | 2.1% | $1.9m | 658,908 | – | ||
| 10 | SHARPS TECHNOLOGY INC | 2.1% | $1.9m | 923,076 | – | ||
| 11 | KINDLY MD INC | 1.1% | $1.0m | 2,928,571 | – | ||
| 12 | TONX TON STRATEGY CO | 0.8% | $753.3k | 378,549 | – | ||
| 13 | IPST HERITAGE DISTILLING HLDG CO | 0.7% | $645.4k | 413,701 | – | ||
| 14 | COIN COINBASE GLOBAL INC | Financial Services | 0.4% | $377.4k | 1,669 | – | |
| 15 | ARMADA ACQUISITION CORP II | 0.1% | $124.6k | 140,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.