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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
+8.11%
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
$132M
AUM Growth
-$4.49M
Cap. Flow
-$16.9M
Cap. Flow %
-12.78%
Top 10 Hldgs %
81.37%
Holding
24
New
7
Increased
3
Reduced
4
Closed
7

Sector Composition

Rank Sector Weight
1 Communication Services 25.29%
2 Financials 22.4%
3 Industrials 17.12%
4 Technology 11.67%
5 Consumer Staples 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PPLI
1
People Inc
PPLI
$3.13B
$25.4M 19.19%
907,139
-1,292,416
-59% -$34.1M
PRGX
2
DELISTED
PRGX Global, Inc.
PRGX
$16.3M 12.34%
1,724,818
GEG icon
3
Great Elm Group
GEG
$68M
$9.61M 7.28%
2,402,792
TPB icon
4
Turning Point Brands
TPB
$1.56B
$9.35M 7.07%
480,701
+55,500
+13% +$1.17M
EVRI
5
DELISTED
Everi Holdings
EVRI
$9.32M 7.06%
+1,419,030
New +$10.6M
ARES icon
6
Ares Management
ARES
$28.8B
$9.31M 7.05%
+435,102
New +$9.88M
GLIBA
7
DELISTED
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
$8.05M 6.1%
+152,350
New +$7.99M
RILY icon
8
BRC Group Holdings
RILY
$270M
$7.26M 5.5%
372,242
-80,035
-18% -$1.52M
III icon
9
Information Services Group
III
$199M
$6.61M 5%
1,580,784
IVAC
10
DELISTED
Intevac Inc
IVAC
$6.31M 4.78%
914,669
-78,952
-8% -$519K
EMKR
11
DELISTED
Emcore Corp
EMKR
$6.29M 4.76%
110,354
+52,704
+91% +$3.19M
DFRG
12
DELISTED
Del Frisco's Restaurant Group, Inc. Common Stock
DFRG
$4.2M 3.18%
+275,500
New +$4.54M
SNEX icon
13
StoneX
SNEX
$8.99B
$3.4M 2.58%
403,734
-224,016
-36% -$1.88M
LSXMK
14
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$3.17M 2.4%
+101,753
New +$3.24M
STWD icon
15
Starwood Property Trust
STWD
$6.18B
$2.83M 2.14%
+135,000
New +$2.79M
ARCW
16
DELISTED
ARC Group Worldwide, Inc
ARCW
$2.52M 1.91%
1,229,105
+93,140
+8% +$198K
ABR icon
17
Arbor Realty Trust
ABR
$979M
$2.21M 1.67%
+250,000
New +$2.13M
GTN icon
18
Gray Television
GTN
$430M
-225,000
Closed -$3.77M
TGNA
19
DELISTED
TEGNA Inc
TGNA
-250,000
Closed -$3.52M
EXPR
20
DELISTED
Express, Inc.
EXPR
-5,230
Closed -$1.06M
BVH
21
DELISTED
Bluegreen Vacations Holding Corporation
BVH
-113,036
Closed -$4.5M
GHL
22
DELISTED
Greenhill & Co., Inc.
GHL
-202,800
Closed -$3.96M
RSO
23
DELISTED
Resource Capital Corp.
RSO
-208,975
Closed -$1.96M
LVNTA
24
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
-107,350
Closed -$5.82M

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Northern Right Capital Management's Q1 2018 Portfolio in Review

As of Q1 2018, Northern Right Capital Management held 24 positions worth $132M, down 3.3% from $137M the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Northern Right Capital Management withdrew a net $16.9M in Q1 2018, closing 7 positions and reducing 4 holdings. Its most notable exit was Liberty Interactive Corporation Series A Liberty Ventures, an estimated $5.82M position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 25% of assets, down from 41% a quarter earlier, followed by Financials and Industrials.

Against the trend, Northern Right Capital Management opened a new position in Everi Holdings worth $9.32M.

  • Northern Right Capital Management's largest Q1 2018 buy was Everi Holdings: 1,419,030 shares worth $9.32M.
  • Northern Right Capital Management added most to Emcore Corp in Q1 2018, an estimated $3.19M increase.
  • Northern Right Capital Management's biggest Q1 2018 reduction was People Inc, cutting an estimated $34.1M.
  • Northern Right Capital Management fully exited Liberty Interactive Corporation Series A Liberty Ventures in Q1 2018, selling an estimated $5.82M.
  • Northern Right Capital Management's ten largest holdings make up 81% of its $132M portfolio in Q1 2018.
  • Northern Right Capital Management opened 7 new positions and closed 7 in Q1 2018.
  • Northern Right Capital Management's portfolio value fell 3.3% quarter-over-quarter to $132M.

Based on Northern Right Capital Management's 13F filing for Q1 2018, filed 15 May 2018.