We are live on ! Find out more
NRCM

Northern Right Capital Management Portfolio holdings

AUM $281M
1-Year Est. Return 56.22%
This Fund
S&P 500
This Quarter Est. Return
+13.56%
1 Year Est. Return
+56.22%
3 Year Est. Return
+150.09%
5 Year Est. Return
+127.08%
10 Year Est. Return
+1,511.03%
AUM
$72.6M
AUM Growth
+$655K
Cap. Flow
-$7.53M
Cap. Flow %
-10.38%
Top 10 Hldgs %
93.96%
Holding
18
New
5
Increased
4
Reduced
2
Closed
4

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 15.26%
2 Industrials 14.2%
3 Materials 6.9%
4 Communication Services 4.61%
5 Financials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MESG
1
DELISTED
XURA INC COM (DE)
MESG
$35.4M 48.73%
1,447,443
XOXO
2
DELISTED
Xo Group Inc
XOXO
$5.48M 7.55%
314,400
+30,000
+11% +$507K
HDSN
3
Hudson Technologies
HDSN
$259M
$5M 6.9%
1,390,262
-466,388
-25% -$1.59M
IVAC
4
DELISTED
Intevac Inc
IVAC
$4.65M 6.41%
818,621
+38,820
+5% +$192K
WPRT
5
Westport Fuel Systems
WPRT
$32.9M
$4.34M 5.98%
+260,080
New +$5.6M
PRGX
6
DELISTED
PRGX Global, Inc.
PRGX
$3.88M 5.35%
743,092
-367,816
-33% -$1.81M
CABO icon
7
Cable One
CABO
$249M
$3.35M 4.61%
6,542
DHXM
8
DELISTED
DHX Media Ltd. Common Voting and Variable Voting Shares
DHXM
$2.3M 3.17%
+421,600
New +$2.25M
BANX
9
ArrowMark Financial
BANX
$194M
$2.05M 2.82%
111,649
CLNY
10
DELISTED
Colony Capital, Inc.
CLNY
$1.78M 2.45%
116,000
+41,000
+55% +$712K
EGIO
11
DELISTED
Edgio, Inc. Common Stock
EGIO
$1.78M 2.45%
29,850
+7,877
+36% +$477K
BKS
12
DELISTED
Barnes & Noble
BKS
$1.25M 1.72%
+110,000
New +$1.27M
ALT icon
13
Altimmune
ALT
$581M
$1.12M 1.55%
+1,533
New +$1.05M
ZDGE icon
14
Zedge
ZDGE
$38.4M
$230K 0.32%
+50,000
New +$209K
BRG
15
DELISTED
Bluerock Residential Growth REIT, Inc.
BRG
-75,400
Closed -$820K
REXI
16
DELISTED
RESOURCE AMERICA INC CL-A
REXI
-156,357
Closed -$902K
FSYS
17
DELISTED
FUEL SYSTEMS SOLUTIONS INC COM STK
FSYS
-1,894,565
Closed -$10.5M
ONE
18
DELISTED
HIGHER ONE HOLDINGS, INC COM STK
ONE
-1,073,450
Closed -$4.2M

Similar funds

Northern Right Capital Management's Q2 2016 Portfolio in Review

As of Q2 2016, Northern Right Capital Management held 18 positions worth $72.6M, up 0.91% from $71.9M the previous quarter. Its ten largest holdings account for 94% of the portfolio.

Northern Right Capital Management withdrew a net $7.53M in Q2 2016, closing 4 positions and reducing 2 holdings. Its most notable exit was FUEL SYSTEMS SOLUTIONS INC COM STK, an estimated $10.5M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 15% of assets, up from 6.3% a quarter earlier, followed by Industrials and Materials.

Against the trend, Northern Right Capital Management opened a new position in Westport Fuel Systems worth $4.34M.

  • Northern Right Capital Management's largest Q2 2016 buy was Westport Fuel Systems: 260,080 shares worth $4.34M.
  • Northern Right Capital Management added most to Colony Capital, Inc. in Q2 2016, an estimated $712K increase.
  • Northern Right Capital Management's biggest Q2 2016 reduction was PRGX Global, Inc., cutting an estimated $1.81M.
  • Northern Right Capital Management fully exited FUEL SYSTEMS SOLUTIONS INC COM STK in Q2 2016, selling an estimated $10.5M.
  • Northern Right Capital Management's ten largest holdings make up 94% of its $72.6M portfolio in Q2 2016.
  • Northern Right Capital Management opened 5 new positions and closed 4 in Q2 2016.
  • Northern Right Capital Management's portfolio value rose 0.91% quarter-over-quarter to $72.6M.

Based on Northern Right Capital Management's 13F filing for Q2 2016, filed 15 Aug 2016.