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Yakira Capital Management, Inc.

Location
Westport, CT
Portfolio Value
Small $253,800,241
Diversification
Diversified
Filing Date
Global Rank
#3,737 / 8,622 ▲ 818 · as of Mar 2026
Top Industry
Asset Management 29.1%
3Y Alpha vs SPY
-15.7%
Period ended 4 months ago
Filed May 14, 2026 · 3mo
25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
-9.6%
SPY
+67.9%
Annualised alpha
-22.1%
Max drawdown
−23.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 87% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

103 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
12.0%
+5.8 pts
Top 5
29.9%
+3.8 pts
Top 10
44.5%
−2.8 pts
HHI
335
Jun 2023 → Mar 2026 · range 316 – 2,251
Diversified+19

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Financial Services 45.5% $115,401,222
Industrials 12.9% $32,758,978
Communication Services 11.5% $29,127,743
Healthcare 8.7% $22,178,710
Consumer Cyclical 6.7% $16,913,999
Technology 5.0% $12,725,646
Real Estate 3.0% $7,562,103
Basic Materials 2.4% $6,183,344
Energy 1.7% $4,204,671
Consumer Defensive 1.6% $4,091,345
Unclassified 0.9% $2,173,420
Utilities 0.2% $479,060

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
16 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
17 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
103 positions · $253,800,241 total · as of Mar 31, 2026
Showing 1–50 of 103 positions by value · page 1 of 3
Ticker Company Shares Value (USD) % of Portfolio History