Northern Right Capital Management, L.P.
Top Portfolio Positions
24 positions ·
$279,307,501 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NWSA |
News Corp
Communication Services
|
1,398,704 | $34,869,690 | 12.48% | |
| FTAI |
FTAI Aviation Ltd.
Industrials
|
103,293 | $25,306,785 | 9.06% | |
| HHH |
Howard Hughes Holdings Inc.
Real Estate
|
382,672 | $24,207,830 | 8.67% | |
| TKO |
TKO Group Holdings, Inc.
Communication Services
|
117,952 | $23,785,020 | 8.52% | |
| SATS |
EchoStar CORP
Communication Services
|
166,987 | $19,549,168 | 7.00% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
227,795 | $19,337,517 | 6.92% | |
| SRTA |
Strata Critical Medical, Inc.
Healthcare
|
4,090,169 | $17,096,906 | 6.12% | |
| CTRI |
Centuri Holdings, Inc.
Utilities
|
559,400 | $16,340,074 | 5.85% | |
| NFLX |
Netflix Inc
Communication Services
|
141,979 | $13,651,280 | 4.89% | |
| RITM |
Rithm Capital Corp.
Real Estate
|
1,406,749 | $13,335,980 | 4.77% |
Portfolio Trend
25 quarters · across all stocks
Holdings in RITM
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,335,980 | 1,406,749 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,858,284 | 1,821,861 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,340,254 | 1,698,003 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,343,899 | 1,270,496 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $24,279,679 | 2,120,496 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $23,901,485 | 2,206,970 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,840,095 | 1,748,026 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,826,329 | 1,450,626 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,375,491 | 1,108,915 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,848,399 | 453,970 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $1,634,000 | 200,000 | Shares | Sole | 2023-02-14 | |
| 2020-12-31 | $4,293,324 | 431,924 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||