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NRCM

Northern Right Capital Management Portfolio holdings

AUM $281M
1-Year Est. Return 56.22%
This Fund
S&P 500
This Quarter Est. Return
+16.99%
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
$42M
AUM Growth
-$30.6M
Cap. Flow
-$35.3M
Cap. Flow %
-84.16%
Top 10 Hldgs %
92.08%
Holding
19
New
5
Increased
6
Reduced
1
Closed
4

Sector Composition

Rank Sector Weight
1 Industrials 26.13%
2 Consumer Discretionary 14.48%
3 Materials 12.17%
4 Communication Services 9.1%
5 Healthcare 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XOXO
1
DELISTED
Xo Group Inc
XOXO
$6.08M 14.48%
314,400
IVAC
2
DELISTED
Intevac Inc
IVAC
$5.86M 13.97%
993,621
+175,000
+21% +$1.04M
HDSN
3
Hudson Technologies
HDSN
$259M
$5.11M 12.17%
768,100
-622,162
-45% -$3.28M
PRGX
4
DELISTED
PRGX Global, Inc.
PRGX
$5.1M 12.16%
1,083,365
+340,273
+46% +$1.67M
CABO icon
5
Cable One
CABO
$249M
$3.82M 9.11%
6,542
CLNY
6
DELISTED
Colony Capital, Inc.
CLNY
$2.84M 6.78%
156,000
+40,000
+34% +$708K
ALT icon
7
Altimmune
ALT
$581M
$2.82M 6.72%
3,239
+1,706
+111% +$1.34M
DHXM
8
DELISTED
DHX Media Ltd. Common Voting and Variable Voting Shares
DHXM
$2.76M 6.59%
534,700
+113,100
+27% +$631K
TWNK
9
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
$2.16M 5.15%
+200,000
New +$2.13M
BANX
10
ArrowMark Financial
BANX
$194M
$2.08M 4.97%
111,649
PCO
11
DELISTED
Pendrell Corporation - Class A
PCO
$1.35M 3.21%
+1,964
New +$1.3M
ZDGE icon
12
Zedge
ZDGE
$38.4M
$684K 1.63%
200,000
+150,000
+300% +$639K
NRF
13
DELISTED
NorthStar Realty Finance Corp.
NRF
$683K 1.63%
+51,880
New +$670K
CLNY.PRC
14
DELISTED
Colony Capital, Inc
CLNY.PRC
$480K 1.14%
+19,389
New +$480K
ARCW
15
DELISTED
ARC Group Worldwide, Inc
ARCW
$132K 0.31%
+36,299
New +$98.1K
WPRT
16
Westport Fuel Systems
WPRT
$32.9M
-260,080
Closed -$4.34M
EGIO
17
DELISTED
Edgio, Inc. Common Stock
EGIO
-29,850
Closed -$1.78M
BKS
18
DELISTED
Barnes & Noble
BKS
-110,000
Closed -$1.25M
MESG
19
DELISTED
XURA INC COM (DE)
MESG
-1,447,443
Closed -$35.4M

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Northern Right Capital Management's Q3 2016 Portfolio in Review

As of Q3 2016, Northern Right Capital Management held 19 positions worth $42M, down 42% from $72.6M the previous quarter. Its ten largest holdings account for 92% of the portfolio.

Northern Right Capital Management withdrew a net $35.3M in Q3 2016, closing 4 positions and reducing 1 holding. Its most notable exit was XURA INC COM (DE), an estimated $35.4M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 26% of assets, up from 14% a quarter earlier, followed by Consumer Discretionary and Materials.

Against the trend, Northern Right Capital Management opened a new position in Hostess Brands, Inc. Class A Common Stock worth $2.16M.

  • Northern Right Capital Management's largest Q3 2016 buy was Hostess Brands, Inc. Class A Common Stock: 200,000 shares worth $2.16M.
  • Northern Right Capital Management added most to PRGX Global, Inc. in Q3 2016, an estimated $1.67M increase.
  • Northern Right Capital Management's biggest Q3 2016 reduction was Hudson Technologies, cutting an estimated $3.28M.
  • Northern Right Capital Management fully exited XURA INC COM (DE) in Q3 2016, selling an estimated $35.4M.
  • Northern Right Capital Management's ten largest holdings make up 92% of its $42M portfolio in Q3 2016.
  • Northern Right Capital Management opened 5 new positions and closed 4 in Q3 2016.
  • Northern Right Capital Management's portfolio value fell 42% quarter-over-quarter to $42M.

Based on Northern Right Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.