Cruiser Capital Advisors’s Orion OEC Stock Holding History

Cruiser Capital Advisors’s Portfolio OEC Stock Details OEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-11,000	Closed	-$83.4K	–	60
2025 Q3	$83.4K	Hold	11,000	–	–	0.08%	48
2025 Q2	$115K	Hold	11,000	–	–	0.05%	39
2025 Q1	$142K	Buy	+11,000	New	+$156K	0.19%	39
2023 Q2	–	Sell	-21,300	Closed	-$556K	–	59
2023 Q1	$556K	Hold	21,300	–	–	0.49%	20
2022 Q4	$379K	Sell	21,300 -3,700	-15%	-$62.2K	0.27%	31
2022 Q3	$334K	Hold	25,000	–	–	0.29%	34
2022 Q2	$388K	Hold	25,000	–	–	0.31%	33
2022 Q1	$399K	Buy	+25,000	New	+$431K	0.34%	37
2019 Q3	–	Sell	-30,836	Closed	-$660K	–	26
2019 Q2	$660K	Sell	30,836 -115,229	-79%	-$2.28M	0.4%	17
2019 Q1	$2.77M	Buy	146,065 +3,415	+2%	+$85.8K	1.44%	9
2018 Q4	$3.61M	Buy	142,650 +84,549	+146%	+$2.21M	2.37%	4
2018 Q3	$1.86M	Buy	58,101 +10,000	+21%	+$332K	0.95%	11
2018 Q2	$1.48M	Hold	48,101	–	–	0.72%	11
2018 Q1	$1.3M	Buy	48,101 +1,924	+4%	+$53.7K	0.84%	10
2017 Q4	$1.18M	Buy	+46,177	New	+$1.09M	0.91%	10

Other funds holding OEC

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cruiser Capital Advisors's OEC Position: Q4 2025 in Review

Cruiser Capital Advisors sold out of Orion (OEC) in Q4 2025, closing a stake of 11,000 shares — an estimated $83.4K sold.

Cruiser Capital Advisors first reported a position in OEC in Q4 2017 and held it in 15 quarters. The position peaked at $3.61M in Q4 2018. 174 funds tracked by Wall St. Rank hold OEC as of Q4 2025.

Cruiser Capital Advisors reported no remaining Orion position as of Q4 2025 after selling out during the quarter.
Cruiser Capital Advisors sold 11,000 Orion shares in Q4 2025, an estimated $83.4K.
Cruiser Capital Advisors first reported a position in Orion in Q4 2017 and held it in 15 quarters.
Cruiser Capital Advisors's Orion position peaked at $3.61M in Q4 2018.
174 funds tracked by Wall St. Rank held Orion as of Q4 2025.

Based on Cruiser Capital Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.