Warberg Asset Management LLC

Q1 2026 13F-HR Holdings

Location
Winnetka, IL
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
192
Total value ($000)
$599,626
Net value change ($000)
-231,578 (-27.9%)
New positions
44
Sold out positions
33
Turnover %
66.5%
Sector allocation + QoQ delta (equities-only)

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)
CLM 7,585 NEW
FOUR 2,721 NEW
ALB 2,057 290.1%
XLE 1,770 NEW
QQQ 1,732 NEW
SGOV 1,704 NEW
FG IMPERII ACQUISITION CORP 1,530 NEW
XSOLLA SPAC 1 1,406 NEW
Pono Capital Four Inc 1,048 NEW
CLEARTHINK 1 ACQUISITION COR 984 NEW
Top Reduces (Value $000, Stocks/ETFs)
D. BORAL ARC ACQ I CORP. -969 -84.5%
RGTI -924 -100.0%
SVAQ -746 -100.0%
VHCP -721 -100.0%
AA Mission Acquisition Corp. -717 -100.0%
TLNC -583 -100.0%
KVAC -541 -100.0%
STXS -535 -21.0%
PGAC -532 -67.3%
PELI -508 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 256,910 (42.8% 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