SHIKIAR ASSET MANAGEMENT INC
CIK: 0001058022Latest portfolio: $401.6M · Q4 2025
Holdings
98
Total Value
$401.6M
New Positions
5
Closed Positions
8
Top Holdings
View All 98 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE | 273,764 | $74.4M | 18.53% | -2,439 | |
| 2 | AMZNAMAZON.COM | 92,657 | $21.4M | 5.32% | -1,630 | |
| 3 | GOOGALPHABET INC CL C | 58,799 | $18.5M | 4.59% | -1,485 | |
| 4 | MSFTMICROSOFT | 33,263 | $16.1M | 4.01% | -345 | |
| 5 | TRVCCITIGROUP INC | 91,485 | $10.7M | 2.66% | -3,660 | |
| 6 | COFCAPITAL ONE FINANCIAL | 43,393 | $10.5M | 2.62% | -1,235 | |
| 7 | FCXFREEPORT MCMORAN, INC. CL B | 201,385 | $10.2M | 2.55% | -7,500 | |
| 8 | UBERUBER TECHNOLOGIES INC | 119,271 | $9.7M | 2.43% | -6,437 | |
| 9 | INCYINCYTE | 94,375 | $9.3M | 2.32% | -1,575 | |
| 10 | TSMTAIWAN SEMICONDUCTOR MFG CO | 29,817 | $9.1M | 2.26% | -847 | |
| 11 | RYROYAL BANK OF CANADA | 51,540 | $8.8M | 2.19% | — | |
| 12 | AMLPALERIAN MLP ETF | 183,675 | $8.6M | 2.15% | -6,225 | |
| 13 | WPMWHEATON PRECIOUS METALS CORP | 73,445 | $8.6M | 2.15% | +15K | |
| 14 | CBRECBRE GROUP | 53,076 | $8.5M | 2.12% | -1,270 | |
| 15 | NEENEXTERA ENERGY INC | 100,288 | $8.1M | 2.00% | +2K | |
| 16 | LINLINDE PLC NEW | 18,879 | $8.1M | 2.00% | — | |
| 17 | ZSZSCALER | 35,425 | $8.0M | 1.98% | +1K | |
| 18 | CRMSALESFORCE INC. | 29,967 | $7.9M | 1.98% | NEW | |
| 19 | BXSLBLACKSTONE SECURED LENDING FUN | 296,990 | $7.8M | 1.95% | -22,340 | |
| 20 | HESAYHERMES INTERNATIONAL ADR | 29,815 | $7.4M | 1.85% | -2,865 | |
| 21 | SLMSLM CORP | 267,950 | $7.3M | 1.81% | -50 | |
| 22 | BACBANK OF AMERICA | 128,970 | $7.1M | 1.77% | -375 | |
| 23 | DELLDELL TECHNOLOGIES INC | 56,253 | $7.1M | 1.76% | +18K | |
| 24 | SLM V0 PERP BSLM CORP PFD SER B 5.685 | 88,233 | $6.4M | 1.60% | -15,225 | |
| 25 | SYF V8.25 PERP BSYNCHRONY FINANCIAL SER B 8.25 | 235,730 | $6.2M | 1.54% | -32,700 |
Quarterly Changes
Closed Positions
- LXPUSDCLOSED$3.5M
- KKRCLOSED$3.4M
- RAMACO RES INC CL ACLOSED$1.2M
- MGMCLOSED$860K
- PBI 6.7 03/07/43CLOSED$372K
- METC 8.25 07/31/30CLOSED$338K
- GJPCLOSED$324K
- CODI V7.875 PERP BCLOSED$214K
- CODICLOSED$83K
Increased Positions
| Name | Shares | Change |
|---|---|---|
| FBIO | 172K | +65K |
| TUF | 150K | +50K |
| COTY | 58K | +23K |
| DELL | 56K | +18K |
| VNO 5.25 PERP N | 71K | +17K |
| WPM | 73K | +15K |
| UNTC | 38K | +11K |
| BXMT | 89K | +11K |
| SLG 6.5 PERP I | 22K | +11K |
| MSDL | 131K | +10K |
Decreased Positions
| Name | Shares | Change |
|---|---|---|
| SYF V8.25 PERP B | 236K | -32700 |
| GBDC | 373K | -32475 |
| BW | 20K | -27500 |
| GLPI | 26K | -22539 |
| BXSL | 297K | -22340 |
| ARMK | 14K | -19200 |
| GRBK 5.75 PERP A | 46K | -9000 |
| OTLY | 26K | -8750 |
| EQT | 112K | -8415 |
| FCX | 201K | -7500 |
Sector Breakdown
Technology0.0% ($7.442516087974691e+69T)
Unknown0.0% ($1.0675743064306198e+61T)
Financial Services0.0% ($1.0517878786367822e+57T)
Healthcare0.0% ($9.321474823291182e+23T)
Industrials0.0% ($42941705104660348928.0T)
Real Estate0.0% ($8534600.5T)
Consumer Defensive0.0% ($1048294.3T)
Basic Materials0.0% ($1022.9T)
Communication Services0.0% ($18.5T)
Consumer Cyclical0.0% ($21.4B)
Energy0.0% ($6.0B)
Utilities0.0% ($8.1M)
Filing History
Fund Information
SHIKIAR ASSET MANAGEMENT INC 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 $401.6M across 98 holdings. The largest position is APPLE (AAPL), representing 18.5% of the portfolio. Compared to the previous quarter, the fund opened 5 new positions and closed 9 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.