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Warberg Asset Management LLC

Location
WINNETKA, IL
Portfolio Value
Micro $38,918,741
Diversification
Diversified
Filing Date
Global Rank
#7,152 / 8,605 ▲ 304 · as of Mar 2026
Top Industry
Shell Companies 66.1%
3Y Alpha vs SPY
-22.3%
Period ended 3 months ago
Filed May 7, 2026 · 2mo
22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
-15.0%
SPY
+76.5%
Annualised alpha
-26.1%
Max drawdown
−22.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

74 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
19.5%
+8.4 pts
Top 5
36.7%
+6.2 pts
Top 10
50.6%
+4.5 pts
HHI
559
Jun 2023 → Mar 2026 · range 355 – 3,607
Diversified+204

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Financial Services 81.9% $31,868,281
Healthcare 5.9% $2,309,113
Unclassified 5.7% $2,222,040
Real Estate 2.8% $1,080,951
Consumer Defensive 1.8% $699,120
Basic Materials 1.5% $579,527
Consumer Cyclical 0.3% $125,909
Energy 0.1% $20,300
Communication Services 0.0% $13,500

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

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

Trimmed

Positions the filer reduced
18 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
24 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
74 positions · $38,918,741 total · as of Mar 31, 2026
Showing 1–50 of 74 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History