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.
Orchard Capital Management, LLC (CIK 1858319) reported $102.6M across 43 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($11.4M, 11.12%), TBBK ($7.3M, 7.14%), GDOT ($5.5M, 5.38%), ENVA ($5.3M, 5.12%), RIOT ($5.2M, 5.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $11.4M | 11.12% | 15,500 | New |
| 2 | TBBK | BANCORP INC DEL | $7.3M | 7.14% | 116,995 | Trimmed |
| 3 | GDOT | GREEN DOT CORP | $5.5M | 5.38% | 409,059 | New |
| 4 | ENVA | ENOVA INTL INC | $5.3M | 5.12% | 21,824 | Added |
| 5 | RIOT | RIOT PLATFORMS INC | $5.2M | 5.06% | 189,729 | Added |
| 6 | DCO | DUCOMMUN INC DEL | $4.4M | 4.28% | 23,718 | Trimmed |
| 7 | ACA | ARCOSA INC | $4.0M | 3.86% | 27,260 | Trimmed |
| 8 | FIP | FTAI INFRASTRUCTURE INC | $3.8M | 3.72% | 822,351 | Added |
| 9 | TFIN | TRIUMPH FINANCIAL INC | $3.8M | 3.69% | 49,633 | Added |
| 10 | GTX | GARRETT MOTION INC | $3.7M | 3.57% | 101,167 | Trimmed |
| 11 | TDW | TIDEWATER INC NEW | $3.2M | 3.17% | 48,760 | Added |
| 12 | HBM | HUDBAY MINERALS INC | $3.2M | 3.07% | 133,607 | Added |
| 13 | NOA | NORTH AMERN CONSTR GROUP LTD | $3.0M | 2.94% | 226,537 | Added |
| 14 | BANC | BANC OF CALIFORNIA INC | $3.0M | 2.93% | 147,413 | Trimmed |
| 15 | AEBI | AEBI SCHMIDT HLDG AG | $2.9M | 2.87% | 234,969 | Added |
| 16 | TRN | TRINITY INDS INC | $2.7M | 2.64% | 78,235 | Added |
| 17 | MYE | MYERS INDS INC | $2.7M | 2.60% | 75,487 | Added |
| 18 | MTUS | METALLUS INC | $2.6M | 2.49% | 136,651 | Added |
| 19 | TGB | TREKOR METALS LTD | $2.5M | 2.44% | 364,557 | New |
| 20 | UAMY | UNITED STATES ANTIMONY CORP | $2.2M | 2.17% | 307,174 | Added |
| 21 | GSM | FERROGLOBE PLC | $2.2M | 2.14% | 690,000 | Added |
| 22 | AX | AXOS FINANCIAL INC | $2.2M | 2.13% | 22,491 | Added |
| 23 | FBRT | FRANKLIN BSP RLTY TR INC | $2.2M | 2.12% | 267,856 | Added |
| 24 | NODK | NI HLDGS INC | $1.9M | 1.85% | 120,742 | Added |
| 25 | DRVN | DRIVEN BRANDS HLDGS INC | $1.8M | 1.79% | 131,785 | New |
Source: SEC Form 13F filings · as of 2026-06-30