Northern Right Capital Management, L.P. holds a focused book of 25 stocks worth $281.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Nasdaq Inc and trimmed Ftai Aviation Ltd. Their largest long position is News Corp - Class A at 12% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Northern Right Capital Management, L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 33 / 25 | $17.5B |
| NORTHERN TRUST CORP | 33 / 25 | $6.9B |
| UBS Group AG | 33 / 25 | $6.9B |
| BlackRock, Inc. | 32 / 25 | $57.5B |
| GOLDMAN SACHS GROUP INC | 32 / 25 | $8.4B |
| WELLS FARGO & COMPANY/MN | 32 / 25 | $2.3B |
| Arax Advisory Partners | 32 / 25 | $105.7M |
| FMR LLC | 31 / 25 | $27.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Northern Right Capital Management, L.P.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | News Corp New CL A | $34.9M | 1.40M | 12.4% | ▲+17% Added · +203K sh | |
| 2 | Ftai Aviation Ltd SHS | $25.3M | 103.3K | 9.0% | ▼−9.4% Reduced · −11K sh | |
| 3 | Howard Hughes Holdings Inc COM | $24.2M | 382.7K | 8.6% | ▲+14% Added · +46K sh | |
| 4 | Tko Group Holdings Inc CL A | $23.8M | 118.0K | 8.5% | ▼−8.1% Reduced · −10K sh | |
| 5 | Echostar Corp CL A | $19.5M | 167.0K | 7.0% | ▼−35% Reduced · −91K sh | |
| 6 | Nasdaq Inc COM | $19.3M | 227.8K | 6.9% | ▲New New position | |
| 7 | Strata Critical Medical Inc CL A COM | $17.1M | 4.09M | 6.1% | ▲+43% Added · +1.2M sh | |
| 8 | Centuri Holdings Inc COM SHS | $16.3M | 559.4K | 5.8% | ▲+0.3% Added · +1K sh | |
| 9 | Netflix Inc. COM | $13.7M | 142.0K | 4.9% | ▲New New position | |
| 10 | Rithm Capital Corp COM NEW | $13.3M | 1.41M | 4.7% | ▼−23% Reduced · −415K sh | |
| 11 | Ares Management Corporation CL A COM STK | $10.7M | 98.3K | 3.8% | ▼−20% Reduced · −25K sh | |
| 12 | Hut 8 Corp COM | $8.5M | 180.3K | 3.0% | ▼−70% Reduced · −423K sh | |
| 13 | Great Elm Group Inc COM NEW | $7.9M | 4.24M | 2.8% | —Held | |
| 14 | Smartrent Inc COM CL A | $7.5M | 4.99M | 2.7% | ▲+43% Added · +1.5M sh | |
| 15 | Duos Technologies Group Inc COM | $7.4M | 1.08M | 2.6% | ▲+39% Added · +300K sh | |
| 16 | Apollo Global Mgmt Inc COM | $6.8M | 61.3K | 2.4% | ▼−54% Reduced · −71K sh | |
| 17 | Brookfield Renewable Energy PARTNERSHIP UNIT | $5.2M | 159.4K | 1.9% | ▼−1.8% Reduced · −3K sh | |
| 18 | Energy Transfer L P COM UT LTD PTN | $4.1M | 212.5K | 1.5% | —Held | |
| 19 | News Corp New CL B | $4.0M | 140.5K | 1.4% | —Held | |
| 20 | Cadre Hldgs Inc COM | $2.7M | 88.1K | 1.0% | ▲New New position | |
| 21 | Ebay Inc. COM | $2.3M | 25.0K | 0.8% | ▲New New position | |
| 22 | Nebius Group N.V. SHS CLASS A | $2.1M | 20.0K | 0.7% | ▲New New position | |
| 23 | Apartment Invt & Mgmt Co CL A | $2.0M | 479.3K | 0.7% | ▲+32% Added · +116K sh | |
| 24 | Great Elm Cap Corp COM NEW | $1.9M | 384.0K | 0.7% | ▼−52% Reduced · −415K sh | |
| 25 | TPG MTG Invts TR Inc COM NEW | $467K | 64.0K | 0.2% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1346543/holdings"
Use Arkolith to show Northern Right Capital Management, L.P.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.