SHIKIAR ASSET MANAGEMENT INC

Q4 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
99
Total value ($000)
$401,641
Net value change ($000)
+4,171 (1.0%)
New positions
5
Sold out positions
9
Turnover %
6.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
CRM 7,939 NEW
LXP 6,005 NEW
AAPL 4,095 5.8%
GOOGL 3,769 25.7%
WPM 2,058 31.3%
FCX 2,036 24.9%
AMD 1,841 63.6%
DELL 1,664 30.7%
RY 1,194 15.7%
INCY 1,183 14.5%
Top Reduces (Value $000, Stocks/ETFs)
LXP -3,529 -100.0%
KKR -3,428 -100.0%
BX -3,214 -70.9%
CYBR -2,766 -39.4%
UBER -2,570 -20.9%
ZS -2,267 -22.1%
SLM -1,468 -18.6%
MSFT -1,320 -7.6%
METC -1,162 -100.0%
GLPI -1,100 -48.6%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type