Northern Right Capital Management, L.P. Portfolio Holdings by Sector
Northern Right Capital Management, L.P.
- $189 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Entertainment | Communication Services
NWSA FOX NWS 3 stocks |
$53,718
28.37% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
APO ARES 2 stocks |
$38,278
20.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
PINS 1 stocks |
$21,267
11.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
NCLH 1 stocks |
$19,476
10.28% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
NRZ 1 stocks |
$12,310
6.5% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
SATS 1 stocks |
$11,072
5.85% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
GEG 1 stocks |
$10,395
5.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
DUOT SMRT 2 stocks |
$9,461
5.0% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET MPLX 2 stocks |
$6,343
3.35% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$5,085
2.69% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
BEP 1 stocks |
$1,975
1.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|