Black Diamond Capital Management I, Lllp 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Black Diamond Capital Management I, Lllp disclosed 8 US equity positions worth $151.0m in its Q2 2026 13F filing. The largest position was CPSS at 32.6% of the reported book, followed by KVHI and VZ. Against the Q1 2026 filing, it opened 1 new position, added to 0 and reduced 0 among the top 8 holdings.
What did Black Diamond Capital Management I, Lllp own in Q2 2026? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | CPSS CONSUMER PORTFOLIO SVCS INC | 32.6% | $49.2m | 5,127,165 | 0% | held | |
| 2 | KVHI KVH INDS INC | Communication Services | 23.0% | $34.8m | 3,508,824 | 0% | held |
| 3 | VZ VERIZON COMMUNICATIONS INC | Communication Services | 17.5% | $26.4m | 623,171 | 0% | held |
| 4 | CANTERBURY PK HLDG CORP | 9.0% | $13.5m | 859,169 | 0% | held | |
| 5 | WYNN WYNN RESORTS LTD | Consumer Cyclical | 6.6% | $10.0m | 103,158 | 0% | held |
| 6 | BYD BOYD GAMING CORP | Consumer Cyclical | 4.8% | $7.2m | 82,000 | 0% | held |
| 7 | MSFT MICROSOFT CORP | Technology | 4.6% | $6.9m | 18,500 | – | new |
| 8 | BRK/A BERKSHIRE HATHAWAY INC DEL | 2.0% | $3.0m | 4 | 0% | held |
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.