SHIKIAR ASSET MANAGEMENT INC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
104
Total value ($000)
$346,802
Net value change ($000)
-54,839 (-13.7%)
New positions
12
Sold out positions
7
Turnover %
9.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CEG 4,642 NEW
WCC 2,363 NEW
XLE 2,288 NEW
WLFC 2,123 NEW
BXMT 1,644 96.6%
TDSPRU 1,337 NEW
LIN 1,309 16.3%
NEE 1,211 15.0%
EQT 1,025 17.0%
DAC 1,006 166.8%
Top Reduces (Value $000, Stocks/ETFs)
UBER -9,746 -100.0%
ZS -5,477 -68.7%
HESAY -5,439 -73.2%
AAPL -5,224 -7.0%
CRM -5,194 -65.4%
MSFT -4,754 -29.6%
RY -4,534 -51.6%
CYBR -4,249 -100.0%
DELL -3,652 -51.6%
CBRE -3,003 -35.2%
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