Cruiser Capital Advisors, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Cruiser Capital Advisors, LLC disclosed 50 US equity positions worth $74.4m in its Q1 2025 13F filing. The largest position was FTAI AVIATION LTD at 29.5% of the reported book, followed by CRH and APG. Against the Q4 2024 filing, it opened 8 new positions, added to 9 and reduced 10 among the top 50 holdings.
What did Cruiser Capital Advisors, LLC own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | FTAI AVIATION LTD | 29.5% | $22.0m | 197,642 | -11% | reduced | |
| 2 | CRH CRH PLC | Basic Materials | 9.8% | $7.3m | 83,191 | 0% | held |
| 3 | APG API GROUP CORP | Industrials | 8.0% | $6.0m | 167,151 | -0% | held |
| 4 | NVEEUSD NV5 GLOBAL INC | 4.7% | $3.5m | 182,987 | 36% | added | |
| 5 | AVD AMERICAN VANGUARD CORP | Basic Materials | 4.7% | $3.5m | 789,284 | 0% | held |
| 6 | ALITEUR ALIGHT INC | 3.7% | $2.8m | 465,451 | -10% | reduced | |
| 7 | FTAI AVIATION LTD CALL | 3.6% | $2.7m | 21,000 | – | new | |
| 8 | NFE NEW FORTRESS ENERGY INC | Energy | 2.6% | $2.0m | 236,525 | 1% | added |
| 9 | APD AIR PRODS & CHEMS INC | Basic Materials | 2.6% | $1.9m | 6,574 | 78% | added |
| 10 | KINS KINGSTONE COS INC | Financial Services | 2.5% | $1.9m | 111,457 | 150% | added |
| 11 | FIP FTAI INFRASTRUCTURE INC | 2.5% | $1.8m | 406,746 | 7% | added | |
| 12 | MSOS ADVISORSHARES TR | 2.0% | $1.5m | 300,000 | -20% | reduced | |
| 13 | AGM FEDERAL AGRIC MTG CORP | Financial Services | 2.0% | $1.5m | 7,749 | 0% | held |
| 14 | GREAT ELM CAP CORP | 1.9% | $1.4m | 141,259 | 0% | held | |
| 15 | NEW FORTRESS ENERGY INC CALL | 1.9% | $1.4m | 70,000 | – | new | |
| 16 | ORN ORION GROUP HLDGS INC | Industrials | 1.8% | $1.4m | 260,322 | 12% | added |
| 17 | URNM SPROTT FDS TR | 1.6% | $1.2m | 72,000 | 0% | held | |
| 18 | CECO CECO ENVIRONMENTAL CORP | Industrials | 1.5% | $1.1m | 49,570 | 14% | added |
| 19 | RITM RITHM CAPITAL CORP | Real Estate | 1.4% | $1.0m | 91,100 | -21% | reduced |
| 20 | NBIS NEBIUS GROUP N.V. | Communication Services | 1.1% | $821.2k | 38,900 | – | new |
| 21 | CHART INDS INC | 1.0% | $750.7k | 5,200 | 0% | held | |
| 22 | FSK FS KKR CAP CORP | 1.0% | $731.6k | 34,920 | -37% | reduced | |
| 23 | REEAF REE AUTOMOTIVE LTD | 1.0% | $719.7k | 270,557 | 77% | added | |
| 24 | NN NEXTNAV INC | 1.0% | $716.3k | 58,854 | 74% | added | |
| 25 | GRPN GROUPON INC | Communication Services | 0.6% | $469.2k | 25,000 | 0% | held |
| 26 | SABLE OFFSHORE CORP | 0.6% | $456.7k | 19,000 | -10% | reduced | |
| 27 | PENN PENN ENTERTAINMENT INC | Consumer Cyclical | 0.5% | $407.8k | 25,000 | – | new |
| 28 | CXT CRANE HLDGS CO | Industrials | 0.5% | $402.2k | 7,824 | 0% | held |
| 29 | SKIL SKILLSOFT CORP | 0.5% | $400.4k | 20,813 | 0% | held | |
| 30 | MOD MODINE MFG CO | Consumer Cyclical | 0.5% | $383.8k | 5,000 | 0% | held |
| 31 | GFL GFL ENVIRONMENTAL INC | Industrials | 0.4% | $332.8k | 37,752 | -66% | reduced |
| 32 | GPGI COMPOSECURE INC | Industrials | 0.4% | $299.4k | 27,547 | 0% | held |
| 33 | PBI PITNEY BOWES INC | Industrials | 0.4% | $292.4k | 32,306 | -65% | reduced |
| 34 | ACR ACRES COMMERCIAL REALTY CORP | 0.3% | $254.4k | 11,742 | – | new | |
| 35 | PORTMAN RIDGE FINANCE CORP | 0.3% | $195.2k | 13,605 | -16% | reduced | |
| 36 | TDAY GANNETT CO INC | Communication Services | 0.3% | $191.0k | 66,075 | 0% | held |
| 37 | ENHABIT INC | 0.3% | $188.1k | 21,404 | -11% | reduced | |
| 38 | STIM NEURONETICS INC | Healthcare | 0.2% | $184.0k | 50,000 | – | new |
| 39 | OEC ORION S.A. | Basic Materials | 0.2% | $142.2k | 11,000 | – | new |
| 40 | INVE IDENTIV INC | Industrials | 0.2% | $133.3k | 41,778 | 0% | held |
| 41 | RESERVOIR MEDIA INC | 0.1% | $38.1k | 30,503 | 0% | held | |
| 42 | PL PLANET LABS PBC | Industrials | 0.0% | $33.8k | 10,000 | – | new |
| 43 | PYROPHYTE ACQUISITION CORP | 0.0% | $7.3k | 37,500 | 0% | held | |
| 44 | SCILEX HOLDING CO | 0.0% | $5.4k | 49,999 | 0% | held | |
| 45 | BAIRD MED INVT HLDGS LTD | 0.0% | $2.1k | 27,500 | 0% | held | |
| 46 | INFRARED CAMERAS HLDGS INC | 0.0% | $1.5k | 37,500 | 0% | held | |
| 47 | SEASTAR MEDICAL HOLDING CORP | 0.0% | $1.1k | 32,473 | 0% | held | |
| 48 | ALTENERGY ACQUISITION CORP | 0.0% | $989 | 20,000 | 0% | held | |
| 49 | SEQLL INC | 0.0% | $487 | 70,000 | 0% | held | |
| 50 | BENEFICIENT | 0.0% | $356 | 48,750 | 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.