Institutional Fund
Northern Right Capital Management, L.P.
Darien, CTCIK 13465436 filings on record
Portfolio Value
$281.01M
Q1 2026
Holdings
25
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-26.2%
from $380.87M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- News Corp New12.4%
- Ftai Aviation Ltd9.0%
- Howard Hughes Holdings Inc8.6%
- Tko Group Holdings Inc8.5%
- Echostar Corp7.0%
- Nasdaq Inc6.9%
- Other47.7%
Portfolio Holdings
25 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | News Corp New | 1.40M | $34.87M | 12.4% | +202.6K | Added |
| 2 | Ftai Aviation Ltd | 103.3K | $25.31M | 9.0% | −10.7K | Reduced |
| 3 | Howard Hughes Holdings Inc | 382.7K | $24.21M | 8.6% | +45.7K | Added |
| 4 | Tko Group Holdings Inc | 118.0K | $23.79M | 8.5% | −10.4K | Reduced |
| 5 | Echostar Corp | 167.0K | $19.55M | 7.0% | −91.2K | Reduced |
| 6 | Nasdaq Inc | 227.8K | $19.34M | 6.9% | +227.8K | New |
| 7 | Strata Critical Medical Inc | 4.09M | $17.10M | 6.1% | +1.22M | Added |
| 8 | Centuri Holdings Inc | 559.4K | $16.34M | 5.8% | +1.5K | Added |
| 9 | Netflix Inc | 142.0K | $13.65M | 4.9% | +142.0K | New |
| 10 | Rithm Capital Corp | 1.41M | $13.34M | 4.7% | −415.1K | Reduced |
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