Warberg Asset Management LLC

Q2 2026 13F-HR Holdings

Location
Winnetka, IL
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
170
Total value ($000)
$551,115
Net value change ($000)
-48,511 (-8.1%)
New positions
24
Sold out positions
42
Turnover %
69.1%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2026
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)
NN 15,331 NEW
HPE 11,705 NEW
APO 6,737 NEW
CLM 6,300 83.1%
COLLECTIVE ACQUISITION CORP 1,000 NEW
KIM 862 NEW
ACP HOLDINGS ACQUISITION COR 737 NEW
EPR 687 30.4%
AMPX 651 NEW
GDXJ 611 NEW
Top Reduces (Value $000, Stocks/ETFs)
FOUR -2,721 -100.0%
XLE -1,770 -100.0%
QQQ -1,732 -100.0%
SGOV -1,704 -100.0%
TAVI -1,102 -100.0%
ALB -1,089 -39.4%
Pono Capital Four Inc -1,048 -100.0%
CHAR -1,043 -100.0%
CLEARTHINK 1 ACQUISITION COR -984 -100.0%
DMAA -966 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 213,640 (38.8% 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