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.
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Use Arkolith to show Northern Right Capital Management, L.P.'s latest holdings, largest changes, and filing provenance.
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
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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.