Skip to main content

Crossingbridge Advisors, LLC

Adviser
Location
Pleasantville, NY
Portfolio Value
Small $529,439,048
Diversification
Diversified
Filing Date
Global Rank
#3,699 / 8,818 ▲ 37
Top Industry
Shell Companies 92.9%
Period ended 4 months ago
Filed Aug 13, 2026 · 3mo
10 quarters · since Mar 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type
Adviser
Schedule 13G, Dec 3, 2025

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style
Diversified active
Top 10 weight 25.2%, 68.5 effective positions, active share 99.7% against the Russell 2000 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests
Turnover
High turnover
125.6% over the last four quarters (100%+)
Horizon
Short horizon
Value-weighted holding period 2.1 quarters (under 4)

Closest benchmark: the Russell 2000 as of 2026-06-30, active share 99.7%; sector active share 81.2% against the combined 13F book's sector weights.

Over time 10 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

146 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
3.5%
−0.5 pts
Top 5
14.0%
−2.5 pts
Top 10
25.2%
−4.1 pts
HHI
146
Mar 2024 → Jun 2026 · range 146 – 881
Diversified−28

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Financial Services 92.5% $489,734,942
Technology 1.9% $9,932,903
Utilities 1.9% $9,825,319
Real Estate 1.3% $6,748,732
Unclassified 0.9% $4,639,455
Communication Services 0.8% $4,145,250
Energy 0.2% $1,284,000
Consumer Cyclical 0.2% $1,224,756
Industrials 0.2% $1,207,291
Consumer Defensive 0.1% $696,400

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

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

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
— −417,499 24,961 $265,585
— −300,000 1,051,927 $11,455,485

New Positions

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

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
— 1,125,401 $11,602,884
— 259,371 $2,777,863
— 187,736 $2,005,021

Portfolio Positions

Export CSV View 13F filing
146 tracked positions · $529,439,048 total · filing declares 152 positions · $566,984,189 · as of Jun 30, 2026
Showing 1–50 of 146 positions by value · page 1 of 3
Ticker Company Shares Value (USD) % of Portfolio History
1,611,550 $18,403,901 3.48%
1,235,944 $12,767,301 2.41%
1,051,927 $11,455,485 2.16%

Showing the top 50 of 146 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.