Brc Group Holdings, Inc.

Holdings as of Jun 30, 2026 · filed Aug 14, 2026

$433573984
Portfolio value
37
Positions
Source: SEC 13-F ↗
Original filing
# Holding Value % Port. Δ Shares Change (QoQ)
1 Babcock & Wilcox Enterprises, Inc. $386995960 89.26% Held
2 Doubledown Interactive Co., Ltd. $18751111 4.32% -1834137 -52.89%
3 Sequans Communications S.A. $4897149 1.13% -319103 -18.16%
4 The Oncology Institute, Inc. $4032280 0.93% -187141 -20.13%
5 Roman Dbdr Acquisition Corp Ii $3190132 0.74% Held
6 New Era Energy & Digital, Inc. $2647700 0.61% NEW BUY
7 Lifemd, Inc. $2632127 0.61% -234261 -26.88%
8 Direxion Shares Etf Trust Daily Small Cap $1895000 0.44% NEW BUY
9 Chime Financial, Inc. $1638400 0.38% NEW BUY
10 Applied Digital Corporation $1007510 0.23% NEW BUY
11 The Realreal, Inc. $366103 0.08% NEW BUY
12 Red Violet, Inc. $345617 0.08% NEW BUY
13 Eton Pharmaceuticals, Inc. $339665 0.08% NEW BUY
14 Rogers Corporation $333845 0.08% NEW BUY
15 Magnite, Inc. $318446 0.07% NEW BUY
16 Cadiz Inc. $314486 0.07% NEW BUY
17 Angel Studios, Inc. $297721 0.07% NEW BUY
18 Vse Corporation $293166 0.07% NEW BUY
19 Prog Holdings, Inc. $288656 0.07% NEW BUY
20 Abacus Global Management, Inc. $257115 0.06% NEW BUY
21 Trinity Capital Inc. $240674 0.06% NEW BUY
22 Otg Acquisition Corp. I $237360 0.05% Held
23 Adtran Holdings, Inc. $237176 0.05% NEW BUY
24 N-Able, Inc. $230076 0.05% NEW BUY
25 Npk International Inc. $229597 0.05% NEW BUY
26 Electrocore, Inc. $216899 0.05% NEW BUY
27 Core Natural Resources, Inc. $204291 0.05% NEW BUY
28 Amprius Technologies, Inc. $179057 0.04% NEW BUY
29 Xbp Global Holdings, Inc. $170884 0.04% Held
30 Gct Semiconductor Holding, Inc. $168749 0.04% Held
31 Cable One, Inc. $130000 0.03% NEW BUY
32 Blaize Holdings, Inc. $115027 0.03% Held
33 Sharplink, Inc. $109982 0.03% NEW BUY
34 United States Antimony Corporation $108900 0.03% NEW BUY
35 Stardust Power Inc. $65710 0.02% Held
36 Royalty Management Holding Corporation $52400 0.01% Held
37 Xerox Holdings Corporation $35013 0.01% -98000 -49.00%

Closed last quarter

Riot Platforms, Inc. Transact Technologies Incorporated. Dave Inc. Ur-Energy Inc. Nextnav Inc. Mister Car Wash, Inc. Nextnav Inc. Diversified Healthcare Trust

Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.