SHIKIAR ASSET MANAGEMENT INC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
102
Total value ($000)
$397,470
Net value change ($000)
+37,982 (10.6%)
New positions
25
Sold out positions
0
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2025 Next filing: 1/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 13,612 24.0%
WPM 6,573 NEW
DELL 5,417 NEW
GOOGL 3,939 36.7%
ZS 3,339 48.4%
CBRE 1,897 28.5%
FCX 1,636 25.0%
COF 1,437 17.9%
WYFI 1,263 NEW
AMD 1,227 73.6%
Top Reduces (Value $000, Stocks/ETFs)
HON -7,322 -83.2%
CB -3,202 -49.4%
MGM -2,739 -76.1%
BXSL -2,289 -21.6%
CI -1,680 -23.8%
EQT -1,095 -14.3%
MSDL -1,034 -34.7%
GBDC -945 -14.5%
HESAY -796 -9.1%
CORZ -789 -45.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type