StockDriftsStockDriftsTop 42 Cruiser Capital Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FTAI | FTAI AVIATION LTD | 24.01% | 143.9K | $38.9M | +17.33%(+21.27K) | $86.18(+169.79%) | 2026-06-30 | |
| APG | API GROUP CORP | 6.29% | 240.7K | $10.2M | +0.00%(+0) | $9.71(+352.70%) | 2026-06-30 | |
| NBIS | NEBIUS GROUP N.V. | 4.15% | 24.4K | $6.7M | -48.57%(-23.00K) | $40.52(+580.80%) | 2026-06-30 | |
| CRH | CRH PLC | 4.14% | 62.8K | $6.7M | +0.00%(+0) | $67.38(+42.43%) | 2026-06-30 | |
| KINS | KINGSTONE COS INC | 3.58% | 304.7K | $5.8M | -8.69%(-29.01K) | $14.62(+34.67%) | 2026-06-30 | |
| ASH | ASHLAND INC | 2.71% | 66.8K | $4.4M | +0.00%(+0) | $63.70(+15.72%) | 2026-06-30 | |
| GFL | GFL ENVIRONMENTAL INC | 2.71% | 119.3K | $4.4M | +0.42%(+500) | $41.58(+0.76%) | 2026-06-30 | |
| ORN | ORION GROUP HLDGS INC | 2.53% | 244.1K | $4.1M | +0.00%(+0) | $7.54(+33.10%) | 2026-06-30 | |
| FIP | FTAI INFRASTRUCTURE INC | 1.99% | 694.4K | $3.2M | +6.11%(+40.01K) | $4.31(+4.73%) | 2026-06-30 | |
| NOMD | NOMAD FOODS LTD | 1.66% | 246.1K | $2.7M | new | $10.34(+13.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.83% | +63.59% | +9.71% | +58.96% |
| Top 20 Holdings Unweighted | +10.41% | +34.58% | +4.41% | +24.11% |
Cruiser Capital Advisors LLC reports $162.15M in US-listed equity holdings across 51 positions in its most recent 13F filing. Its largest disclosed positions are FTAI (24.0%), APG (6.3%) and NBIS (4.2%). The top 20 holdings account for 61.18% of reported assets. Its disclosed equity book has returned +63.59% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cruiser Capital Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1713506). View Cruiser Capital Advisors LLC’s 13F filings on SEC