StockDrifts LogoStockDrifts

Brc Group Holdings Inc

Portfolio Manager
Brc Group Holdings INC
Performance
+96.17% (2026 Q1)
AUM (13F)
$456.23M
# of Holdings
21
Performance Rank
Allocation (Top 20)
99.95%

Brc Group Holdings Inc Holdings Map

Top 19 Brc Group Holdings Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BW
BABCOCK & WILCOX ENTERPRISES, INC.
88.37%27.45M$403.2M
+0.00%(+0)
2025-Q1: 27.45M shares2025-Q2: 27.45M shares2025-Q3: 27.45M shares2025-Q4: 27.45M shares2026-Q1: 27.45M shares
$5.63(+287.76%)
2026-03-31
DDI
DOUBLEDOWN INTERACTIVE CO., LTD.
6.42%3.47M$29.3M
-0.29%(-9.93K)
2025-Q1: 4.22M shares2025-Q2: 3.61M shares2025-Q3: 3.45M shares2025-Q4: 3.48M shares2026-Q1: 3.47M shares
$16.13(-25.59%)
2026-03-31
SQNS
SEQUANS COMMUNICATIONS S.A.
0.97%1.76M$4.4M
+67.75%(+709.73K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 800.7K shares2025-Q4: 1.05M shares2026-Q1: 1.76M shares
$7.90(-49.25%)
2026-03-31
RIOT
RIOT PLATFORMS, INC.
0.88%325.0K$4.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 325.0K shares
$12.51(+87.69%)
2026-03-31
DRDB
ROMAN DBDR ACQUISITION CORP II
0.7%605.9K$3.2M
+0.00%(+0)
2025-Q1: 605.9K shares2025-Q2: 605.9K shares2025-Q3: 605.9K shares2025-Q4: 605.9K shares2026-Q1: 605.9K shares
$2.51(+320.24%)
2026-03-31
LFMD
LIFEMD, INC.
0.69%871.6K$3.1M
+1077.81%(+797.58K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 74.0K shares2026-Q1: 871.6K shares
$3.64(+18.79%)
2026-03-31
TOI
THE ONCOLOGY INSTITUTE, INC.
0.63%929.7K$2.9M
+40.15%(+266.36K)
2025-Q1: 150.0K shares2025-Q2: 462.0K shares2025-Q3: 811.5K shares2025-Q4: 663.4K shares2026-Q1: 929.7K shares
$2.33(+70.52%)
2026-03-31
TACT
TRANSACT TECHNOLOGIES INCORPORATED.
0.39%545.8K$1.8M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 545.8K shares2026-Q1: 545.8K shares
$5.45(-34.36%)
2026-03-31
DAVE
DAVE INC.
0.27%7.0K$1.2Mnew2025-Q1: 7.0K shares2025-Q2: 3.0K shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 7.0K shares
$149.34(+57.89%)
2026-03-31
URG
UR-ENERGY INC.
0.2%600.0K$894Knew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 600.0K shares
$1.44(+15.28%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Brc Group Holdings Inc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all