Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Northern Right Capital Management, L.P. (CIK 1346543) reported $281.0M across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NWSA ($34.9M, 12.41%), FTAI ($25.3M, 9.01%), HHH ($24.2M, 8.61%), TKO ($23.8M, 8.46%), SATS ($19.5M, 6.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NWSA | NEWS CORP NEW | $34.9M | 12.41% | 1.4M | Added |
| 2 | FTAI | FTAI AVIATION LTD | $25.3M | 9.01% | 103,293 | Trimmed |
| 3 | HHH | HOWARD HUGHES HOLDINGS INC | $24.2M | 8.61% | 382,672 | Added |
| 4 | TKO | TKO GROUP HOLDINGS INC | $23.8M | 8.46% | 117,952 | Trimmed |
| 5 | SATS | ECHOSTAR CORP | $19.5M | 6.96% | 166,987 | Trimmed |
| 6 | NDAQ | NASDAQ INC | $19.3M | 6.88% | 227,795 | New |
| 7 | SRTA | STRATA CRITICAL MEDICAL INC | $17.1M | 6.08% | 4.1M | Added |
| 8 | CTRI | CENTURI HOLDINGS INC | $16.3M | 5.81% | 559,400 | Added |
| 9 | NFLX | NETFLIX INC. | $13.7M | 4.86% | 141,979 | New |
| 10 | RITM | RITHM CAPITAL CORP | $13.3M | 4.75% | 1.4M | Trimmed |
| 11 | ARES | ARES MANAGEMENT CORPORATION | $10.7M | 3.82% | 98,294 | Trimmed |
| 12 | HUT | HUT 8 CORP | $8.5M | 3.01% | 180,269 | Trimmed |
| 13 | GEG | GREAT ELM GROUP INC | $7.9M | 2.82% | 4.2M | Hold |
| 14 | SMRT | SMARTRENT INC | $7.5M | 2.66% | 5.0M | Added |
| 15 | DUOT | DUOS TECHNOLOGIES GROUP INC | $7.4M | 2.63% | 1.1M | Added |
| 16 | APO | APOLLO GLOBAL MGMT INC | $6.8M | 2.43% | 61,339 | Trimmed |
| 17 | BEP | BROOKFIELD RENEWABLE ENERGY | $5.2M | 1.85% | 159,439 | Trimmed |
| 18 | ET | ENERGY TRANSFER L P | $4.1M | 1.46% | 212,512 | Hold |
| 19 | NWS | NEWS CORP NEW | $4.0M | 1.43% | 140,459 | Hold |
| 20 | CDRE | CADRE HLDGS INC | $2.7M | 0.96% | 88,075 | New |
| 21 | EBAY | EBAY INC. | $2.3M | 0.81% | 25,000 | New |
| 22 | NBIS | NEBIUS GROUP N.V. | $2.1M | 0.74% | 20,000 | New |
| 23 | AIV | APARTMENT INVT & MGMT CO | $2.0M | 0.69% | 479,342 | Added |
| 24 | GECC | GREAT ELM CAP CORP | $1.9M | 0.68% | 383,971 | Trimmed |
| 25 | MITT | TPG MTG INVTS TR INC | $467,482 | 0.17% | 63,951 | New |
Source: SEC Form 13F filings · as of 2026-03-31