§ 13F · FUND PROFILE
Northern Right Capital Management, L.P..
AUM · $337M (13F)Positions · 27Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$88M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FTAI | FTAI AVIATION LTD | 133K | $36M | 10.7% | +29% |
| 2 | NWSA | NEWS CORP NEW | 1.34M | $33M | 9.9% | −4% |
| 3 | TKO | TKO GROUP HOLDINGS INC | 165K | $33M | 9.8% | +40% |
| 4 | SRTA | STRATA CRITICAL MEDICAL INC | 4.89M | $26M | 7.6% | +20% |
| 5 | WULF | TERAWULF INC | 774K | $19M | 5.7% | NEW |
| 6 | HPE | HEWLETT PACKARD ENTERPRISE C | 400K | $18M | 5.4% | NEW |
| 7 | CTRI | CENTURI HOLDINGS INC | 531K | $16M | 4.8% | −5% |
| 8 | CORZ | CORE SCIENTIFIC INC NEW | 623K | $16M | 4.7% | NEW |
| 9 | HUT | HUT 8 CORP | 137K | $16M | 4.7% | −24% |
| 10 | SATS | ECHOSTAR CORP | 153K | $16M | 4.6% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NORTHERN SIGNAL
AC read
Northern Right Capital Management, L.P. is a Other fund managing $337 million in assets. The fund runs a focused portfolio of just 27 positions.
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