Northern Right Capital Management, L.P. 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Northern Right Capital Management, L.P. disclosed 27 US equity positions worth $380.9m in its Q4 2025 13F filing. The largest position was NWSA at 8.2% of the reported book, followed by ECHO and HUT. Against the Q3 2025 filing, it opened 6 new positions, added to 11 and reduced 5 among the top 27 holdings.
What did Northern Right Capital Management, L.P. own in Q4 2025? Top 27 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NWSA NEWS CORP NEW | Communication Services | 8.2% | $31.2m | 1,196,066 | 2% | added |
| 2 | ECHO ECHOSTAR CORP | Communication Services | 7.4% | $28.1m | 258,223 | 78% | added |
| 3 | HUT HUT 8 CORP | Financial Services | 7.3% | $27.7m | 603,201 | -12% | reduced |
| 4 | DBRG DIGITALBRIDGE GROUP INC | Financial Services | 7.1% | $27.0m | 1,756,872 | 27% | added |
| 5 | HHH HOWARD HUGHES HOLDINGS INC | Real Estate | 7.1% | $26.9m | 336,926 | 11% | added |
| 6 | TKO TKO GROUP HOLDINGS INC | Communication Services | 7.0% | $26.8m | 128,326 | 26% | added |
| 7 | FOX FOX CORP | Communication Services | 6.4% | $24.3m | 374,629 | 65% | added |
| 8 | FTAI AVIATION LTD | 5.9% | $22.4m | 114,000 | – | new | |
| 9 | ARES ARES MANAGEMENT CORPORATION | Financial Services | 5.2% | $19.9m | 123,338 | 46% | added |
| 10 | RITM RITHM CAPITAL CORP | Real Estate | 5.2% | $19.9m | 1,821,861 | 7% | added |
| 11 | MSGE MADISON SQUARE GARDEN ENTMT | Communication Services | 5.2% | $19.7m | 366,377 | -23% | reduced |
| 12 | APO APOLLO GLOBAL MGMT INC | Financial Services | 5.0% | $19.1m | 132,095 | -29% | reduced |
| 13 | CTRI CENTURI HOLDINGS INC | Utilities | 3.7% | $14.1m | 557,938 | 74% | added |
| 14 | SRTA STRATA CRITICAL MEDICAL INC | 3.6% | $13.8m | 2,869,014 | – | new | |
| 15 | GEG GREAT ELM GROUP INC | 2.8% | $10.8m | 4,243,168 | 0% | held | |
| 16 | DUOT DUOS TECHNOLOGIES GROUP INC | 2.3% | $8.7m | 777,626 | 0% | held | |
| 17 | FLUTTER ENTMT PLC | 2.2% | $8.3m | 38,654 | – | new | |
| 18 | SMRT SMARTRENT INC | 1.8% | $7.0m | 3,479,459 | 31% | added | |
| 19 | GREAT ELM CAP CORP | 1.5% | $5.6m | 798,471 | 0% | held | |
| 20 | BROOKFIELD RENEWABLE PARTNER | 1.1% | $4.4m | 162,398 | 112% | added | |
| 21 | NWS NEWS CORP NEW | Communication Services | 1.1% | $4.2m | 140,459 | 0% | held |
| 22 | ET ENERGY TRANSFER L P | Energy | 0.9% | $3.5m | 212,512 | -8% | reduced |
| 23 | AIV APARTMENT INVT & MGMT CO | 0.6% | $2.2m | 363,042 | – | new | |
| 24 | MPLX MPLX LP | 0.5% | $1.9m | 35,038 | -26% | reduced | |
| 25 | CART MAPLEBEAR INC | Consumer Cyclical | 0.4% | $1.3m | 29,778 | 0% | held |
| 26 | LION LIONSGATE STUDIOS CORP | 0.3% | $1.2m | 131,226 | – | new | |
| 27 | SSTI SOUNDTHINKING INC | Technology | 0.2% | $740.8k | 92,260 | – | new |
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.