Edenbrook Capital, LLC

CIK: 0001666682Latest portfolio: $536.3M · Q4 2025

Holdings

13

Total Value

$536.3M

New Positions

2

Closed Positions

7

Top Holdings

#StockSharesValue% PortfolioChangeType
1
FEIMFREQUENCY ELECTRS INC
1,873,810$100.9M18.81%
2
NDQINVESCO QQQ TR
157,500$96.8M18.04%+8KPut
3
CGNTCOGNYTE SOFTWARE LTD
7,556,671$71.0M13.25%+295KCall
4
MGNIMAGNITE INC
4,288,036$69.6M12.98%NEWCall
5
SPYSPDR S&P 500 ETF TR
100,000$68.2M12.72%+14KPut
6
IWMISHARES TR
156,000$38.4M7.16%-44,000Put
7
HYGISHARES TR
400,000$32.3M6.01%-850,000Put
8
MCHXMARCHEX INC
14,664,380$24.3M4.54%
9
ARKKARK ETF TR
150,000$11.5M2.15%-60,000Put
10
LQDISHARES TR
100,000$11.0M2.05%NEWPut
11
TLTISHARES TR
100,000$8.7M1.63%NEWCall
12
IBITISHARES BITCOIN TRUST ETF
50,000$2.5M0.46%Put
13
QA4AGENTHERM INC
29,012$1.1M0.20%-74,303

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
CGNT7.6M+295K
NDQ158K+8K
QA4A29K+-74303
HYG400K+-850000

Decreased Positions

NameSharesChange
ARKK150K-60000
IWM156K-44000
SPY100K14K

Sector Breakdown

Financial Services0.0% ($6.819138400322511e+23T)
Technology0.0% ($10.1T)
Communication Services0.0% ($7.0T)
Unknown0.0% ($967.5B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$536.3M30
Q3 2025Nov 13, 2025$585.8B38
Q2 2025Aug 14, 2025$465.3B46
Q1 2025May 15, 2025$342.6B34
Q4 2024Feb 14, 2025$354.4B22

Fund Information

CIK0001666682
Most Recent FilingFeb 13, 2026
Number of Filings5

Edenbrook Capital, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $536.3M across 13 holdings. The largest position is FREQUENCY ELECTRS INC (FEIM), representing 18.8% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 8 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.