Northern Right Capital Management, L.P.
Top Portfolio Positions
24 positions ·
$277,001,378 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NWSA |
News Corp
Communication Services
|
1,398,704 | $34,869,690 | 12.59% |
| FTAI |
FTAI Aviation Ltd.
Industrials
|
103,293 | $25,306,785 | 9.14% |
| HHH |
Howard Hughes Holdings Inc.
Real Estate
|
382,672 | $24,207,830 | 8.74% |
| TKO |
TKO Group Holdings, Inc.
Communication Services
|
117,952 | $23,785,020 | 8.59% |
| SATS |
EchoStar CORP
Communication Services
|
166,987 | $19,549,168 | 7.06% |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
227,795 | $19,337,517 | 6.98% |
| SRTA |
Strata Critical Medical, Inc.
Healthcare
|
4,090,169 | $17,096,906 | 6.17% |
| CTRI |
Centuri Holdings, Inc.
Utilities
|
559,400 | $16,340,074 | 5.90% |
| NFLX |
Netflix Inc
Communication Services
|
141,979 | $13,651,280 | 4.93% |
| RITM |
Rithm Capital Corp.
Real Estate
|
1,406,749 | $13,335,980 | 4.81% |
Portfolio Trend
Holdings in SMRT
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,478,700 | 4,985,800 | Shares | Sole | 2026-05-15 | |
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