StockDriftsStockDriftsTop 27 Northern Right Capital Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FTAI | FTAI AVIATION LTD | 10.69% | 133.2K | $36.0M | +28.94%(+29.90K) | $105.95(+107.75%) | 2026-06-30 | |
| NWSA | NEWS CORP NEW | 9.88% | 1.34M | $33.3M | -4.13%(-57.83K) | $21.36(+34.29%) | 2026-06-30 | |
| TKO | TKO GROUP HOLDINGS INC | 9.84% | 164.8K | $33.2M | +39.68%(+46.80K) | $166.66(+19.81%) | 2026-06-30 | |
| SRTA | STRATA CRITICAL MEDICAL INC | 7.65% | 4.89M | $25.8M | +19.57%(+800.41K) | $4.78(+24.37%) | 2026-06-30 | |
| WULF | TERAWULF INC | 5.67% | 773.6K | $19.1M | new | $19.20(-15.05%) | 2026-06-30 | |
| HPE | HEWLETT PACKARD ENTERPRISE C | 5.35% | 399.9K | $18.0M | new | $33.86(+82.47%) | 2026-06-30 | |
| CTRI | CENTURI HOLDINGS INC | 4.77% | 531.1K | $16.1M | -5.05%(-28.25K) | $22.41(+4.47%) | 2026-06-30 | |
| CORZ | CORE SCIENTIFIC INC NEW | 4.73% | 622.6K | $15.9M | new | $12.33(+60.37%) | 2026-06-30 | |
| HUT | HUT 8 CORP | 4.71% | 137.4K | $15.9M | -23.80%(-42.91K) | $14.55(+470.22%) | 2026-06-30 | |
| SATS | ECHOSTAR CORP | 4.62% | 153.4K | $15.6M | -8.15%(-13.61K) | $69.79(+32.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.00% | +56.09% | +7.00% | +40.23% |
| Top 20 Holdings Unweighted | +16.66% | +58.75% | +7.05% | +40.56% |
Northern Right Capital Management L P reports $336.95M in US-listed equity holdings across 27 positions in its most recent 13F filing. Its largest disclosed positions are FTAI (10.7%), NWSA (9.9%) and TKO (9.8%). The top 20 holdings account for 94.82% of reported assets. Its disclosed equity book has returned +56.09% 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 Northern Right Capital Management L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1346543). View Northern Right Capital Management L P’s 13F filings on SEC