Evid Invest
Holders — by stockHoldings — by fund

Northern Right Capital Management, L.P.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001346543

$336.9M

disclosed book value

27

positions

10.7%

largest position share

Positions, as of 2026-06-30

top 27 of 27 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1FTAI AVIATION LTD133,190$36.0M10.7%
2NWSANEWS CORP NEW1.3M$33.3M9.9%
3TKOTKO GROUP HOLDINGS INC164,754$33.2M9.8%
4SRTASTRATA CRITICAL MEDICAL INC4.9M$25.8M7.6%
5WULFTERAWULF INC773,594$19.1M5.7%
6HPEHEWLETT PACKARD ENTERPRISE C399,868$18.0M5.4%
7CTRICENTURI HOLDINGS INC531,148$16.1M4.8%
8CORZCORE SCIENTIFIC INC NEW622,587$15.9M4.7%
9HUTHUT 8 CORP137,356$15.9M4.7%
10ECHOECHOSTAR CORP153,377$15.6M4.6%
11DUOTDUOS TECHNOLOGIES GROUP INC1.2M$14.6M4.3%
12ZMZOOM COMMUNICATIONS INC157,049$13.6M4%
13EBAYEBAY INC.93,000$10.4M3.1%
14ARESARES MANAGEMENT CORPORATION84,903$9.5M2.8%
15LODECOMSTOCK INC2.2M$9.3M2.8%
16GEGGREAT ELM GROUP INC4.2M$9.3M2.7%
17APOAPOLLO GLOBAL MGMT INC61,339$7.3M2.2%
18YUMYUM BRANDS INC40,000$6.4M1.9%
19BROOKFIELD RENEWABLE ENERGY179,871$6.2M1.9%
20NEBIUS GROUP N.V.15,290$4.2M1.3%
21ETENERGY TRANSFER L P212,512$4.1M1.2%
22NWSNEWS CORP NEW140,459$3.9M1.2%
23PURRHYPERLIQUID STRATEGIES INC350,000$2.8M0.8%
24SPHRSPHERE ENTERTAINMENT CO15,000$2.6M0.8%
25GECCGREAT ELM CAP CORP383,971$2.1M0.6%
26AIVAPARTMENT INVT & MGMT CO479,342$1.4M0.4%
27ADEAADEIA INC15,200$500,5360.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.