Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Solas Capital Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Solas Capital Management, LLC (CIK 1604867) reported $186.6M across 21 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FENC ($20.3M, 10.88%), EPSN ($18.8M, 10.06%), ACOG ($13.9M, 7.45%), SNDA ($13.8M, 7.38%), LEE ($13.7M, 7.36%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1FENCFENNEC PHARMACEUTICALS INC$20.3M10.88%1.9MTrimmed
2EPSNEPSILON ENERGY LTD$18.8M10.06%3.5MHold
3ACOGALPHA COGNITION INC$13.9M7.45%1.9MHold
4SNDASONIDA SENIOR LIVING INC$13.8M7.38%337,679Trimmed
5LEELEE ENTERPRISES INC$13.7M7.36%1.5MTrimmed
6NSPINSPERITY INC$11.6M6.24%281,852Added
7ASIXADVANSIX INC$11.4M6.09%571,324Added
8GOGROCERY OUTLET HLDG CORP$11.4M6.09%1.1MTrimmed
9AAPADVANCE AUTO PARTS INC$10.5M5.64%169,163Hold
10KDKYNDRYL HLDGS INC$10.4M5.55%915,443Hold
11MOHMOLINA HEALTHCARE INC$9.2M4.93%40,219Trimmed
12EEFTEURONET WORLDWIDE INC$9.1M4.90%124,988Added
13SNWVSANUWAVE HEALTH INC$6.1M3.27%610,968Added
14SEGSEAPORT ENTMT GROUP INC$5.7M3.03%212,892Trimmed
15BURBURFORD CAPITAL LIMITED$5.0M2.66%1.2MAdded
16MAIAMAIA BIOTECHNOLOGY INC$4.4M2.34%3.0MTrimmed
17NVRIENVIRI CORP$4.0M2.16%183,333New
18LUXELUXEXPERIENCE BV$2.6M1.37%344,529New
19ALITALIGHT INC$2.4M1.28%4.3MHold
20MODDMODULAR MED INC$2.0M1.06%438,095Added
21HAINHAIN CELESTIAL GROUP INC$479,5670.26%856,064Hold
22MERCMERCER INTL INC$00.00%0Exited
23ASTLALGOMA STL GROUP INC$00.00%0Exited
24NVRIENVIRI CORP$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30