Yakira Capital Management, Inc.

Q3 2025 13F-HR Holdings

Location
Westport, CT
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
181
Total value ($000)
$286,176
Net value change ($000)
-8,152 (-2.8%)
New positions
53
Sold out positions
56
Turnover %
86.2%
Sector allocation + QoQ delta (equities-only)

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)
GTLS 10,843 NEW
VRNA 10,511 NEW
IPG 8,766 605.8%
EMO 5,418 NEW
AVDX 5,233 251.1%
LBRDA 5,026 523.5%
UTF 5,006 NEW
GTERA 4,880 NEW
CYBR 4,759 NEW
Aris Water Solutions, Inc. 4,496 NEW
Top Reduces (Value $000, Stocks/ETFs)
DNB -12,833 -100.0%
AGS -7,072 -100.0%
CHX -6,281 -100.0%
Enstar Group LTD -6,006 -100.0%
BTX -5,915 -100.0%
BPMC -5,682 -100.0%
G -5,185 -100.0%
AZEK -5,112 -100.0%
AHC -4,791 -100.0%
TRIUMPH GROUP INC -4,710 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 17,588 (6.1% of total reported value)
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